Jefferies Financial Group Inc.
JEF- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000096223
近 90 天，Jefferies Financial Group Inc. 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 590 家機構在 13F 申報持有，市值合計 $68.3 億；波克夏和Chou Associates兩位大師持有。
2025 年第 2 季 13F 持有人
Jefferies Financial Group Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 557
- 較 2025 年第 1 季 −2 家
- 持有股數
- 1.44 億
- 較 2025 年第 1 季 +156.8 萬 (+1.1%)
- 總市值
- $78.9 億
- 較 2025 年第 1 季 +$2.60 億 (+3.4%)
- 新進機構
- 78
- 另有 206 家加碼
- 清倉機構
- 80
- 另有 184 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JEF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 590 | $68.3 億 |
| 2026 年第 1 季 | 561 | $58.9 億 |
| 2025 年第 4 季 | 597 | $91.6 億 |
| 2025 年第 3 季 | 570 | $94.4 億 |
| 2025 年第 2 季 | 557 | $78.9 億 |
| 2025 年第 1 季 | 564 | $76.4 億 |
| 2024 年第 4 季 | 584 | $119.6 億 |
| 2024 年第 3 季 | 534 | $89.4 億 |
| 2024 年第 2 季 | 493 | $67.6 億 |
| 2024 年第 1 季 | 480 | $57.4 億 |
| 2023 年第 4 季 | 475 | $52.2 億 |
| 2023 年第 3 季 | 439 | $48.0 億 |
| 2023 年第 2 季 | 429 | $45.0 億 |
| 2023 年第 1 季 | 464 | $46.9 億 |
| 2022 年第 4 季 | 471 | $52.0 億 |
| 2022 年第 3 季 | 423 | $45.1 億 |
| 2022 年第 2 季 | 428 | $43.5 億 |
| 2022 年第 1 季 | 473 | $54.6 億 |
| 2021 年第 4 季 | 505 | $64.8 億 |
| 2021 年第 3 季 | 474 | $63.4 億 |
| 2021 年第 2 季 | 433 | $58.5 億 |
| 2021 年第 1 季 | 451 | $51.6 億 |
2025 年第 2 季持有機構
每家機構持有 Jefferies Financial Group Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shapiro Capital Management LLC | 153,700 | $840.6 萬 | 0.37% | +153,700 | 新進 |
| Allianz Asset Management GmbH | 152,672 | $835.0 萬 | 0.01% | −208,598−57.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 143,469 | $816.9 萬 | 0.01% | +1,940+1.4% | 加碼 |
| Waterfront Wealth Inc. | 146,168 | $799.4 萬 | 1.79% | −90−0.1% | 減碼 |
| Magnetar Financial LLC | 144,212 | $788.7 萬 | 0.04% | +144,212 | 新進 |
| California State Teachers Retirement System | 142,496 | $779.3 萬 | 0.01% | −1,370−1.0% | 減碼 |
| Boston Partners | 141,433 | $773.6 萬 | 0.01% | −5,033−3.4% | 減碼 |
| Lafayette Investments, Inc. | 138,810 | $759.2 萬 | 1.53% | −480.0% | 減碼 |
| Cinctive Capital Management LP | 133,237 | $728.7 萬 | 0.41% | +104,884+369.9% | 加碼 |
| Algert Global LLC | 132,426 | $724.2 萬 | 0.15% | +132,426 | 新進 |
| Great West Life Assurance Co | 131,653 | $720.6 萬 | 0.01% | −3,554−2.6% | 減碼 |
| Gabelli Funds LLC | 128,710 | $703.9 萬 | 0.05% | −700−0.5% | 減碼 |
| Thrivent Financial for Lutherans | 126,015 | $697.1 萬 | 0.02% | +87,841+230.1% | 加碼 |
| Poehling Capital Management, LLC | 124,345 | $680.0 萬 | 1.59% | +5,577+4.7% | 加碼 |
| Wealth High Governance Capital Ltda | 124,000 | $678.2 萬 | 2.10% | +124,000 | 新進 |
| Cambria Investment Management, L.P. | 121,728 | $665.7 萬 | 0.45% | −22,998−15.9% | 減碼 |
| State of Wisconsin Investment Board | 121,181 | $662.7 萬 | 0.02% | −5,996−4.7% | 減碼 |
| HRT Financial LP | 121,154 | $662.5 萬 | 0.03% | +121,154 | 新進 |
| Price T Rowe Associates Inc | 118,763 | $649.6 萬 | 0.00% | −5,558−4.5% | 減碼 |
| Trexquant Investment LP | 114,248 | $624.8 萬 | 0.07% | +114,248 | 新進 |
| Man Group plc | 113,317 | $619.7 萬 | 0.01% | +85,620+309.1% | 加碼 |
| KBC Group NV | 107,253 | $586.6 萬 | 0.02% | −4,951−4.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 104,079 | $569.2 萬 | 0.01% | −5,464−5.0% | 減碼 |
| CI Private Wealth, LLC | 100,331 | $548.7 萬 | 0.01% | +2,951+3.0% | 加碼 |
| RBF Capital, LLC | 100,000 | $546.9 萬 | 0.27% | 00.0% | 不變 |
| American Assets Investment Management, LLC | 100,000 | $546.9 萬 | 0.44% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 99,981 | $546.8 萬 | 0.04% | −2,570−2.5% | 減碼 |
| Lee Danner & Bass Inc | 97,690 | $534.3 萬 | 0.42% | −7,000−6.7% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 97,597 | $533.8 萬 | 0.03% | +35,605+57.4% | 加碼 |
| National Bank of Canada | 96,042 | $525.2 萬 | 0.01% | −29,296−23.4% | 減碼 |
| Kera Capital Partners, Inc. | 94,426 | $516.4 萬 | 1.02% | +12,115+14.7% | 加碼 |
| MetLife Investment Management | 92,431 | $505.5 萬 | 0.03% | −3,486−3.6% | 減碼 |
| Jane Street Group, LLC | 92,384 | $505.2 萬 | 0.01% | −117,969−56.1% | 減碼 |
| Nebula Research & Development LLC | 92,285 | $504.7 萬 | 0.43% | +32,925+55.5% | 加碼 |
| Ervin Investment Management, LLC | 90,145 | $493.0 萬 | 3.08% | +2,660+3.0% | 加碼 |
| 1492 Capital Management LLC | 87,653 | $479.4 萬 | 2.21% | +38,431+78.1% | 加碼 |
| Point72 Asset Management, L.P. | 85,968 | $470.2 萬 | 0.01% | +85,968 | 新進 |
| Commerce Bank | 85,700 | $468.7 萬 | 0.03% | +20.0% | 加碼 |
| American Century Companies Inc | 85,177 | $465.8 萬 | 0.00% | −4,243−4.7% | 減碼 |
| Insight Wealth Strategies, LLC | 82,194 | $456.7 萬 | 0.58% | +22,085+36.7% | 加碼 |
| Mutual of America Capital Management LLC | 81,031 | $443.2 萬 | 0.05% | −2,766−3.3% | 減碼 |
| New York State Common Retirement Fund | 78,437 | $429.0 萬 | 0.01% | −8,500−9.8% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 78,100 | $427.1 萬 | 0.09% | +59,400+317.6% | 加碼 |
| Stifel Financial Corp | 77,316 | $422.9 萬 | 0.00% | +8,690+12.7% | 加碼 |
| BW Gestao de Investimentos Ltda. | 76,000 | $415.6 萬 | 0.39% | +76,000 | 新進 |
| Amalgamated Bank | 74,754 | $408.8 萬 | 0.03% | −1,310−1.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 73,533 | $402.2 萬 | 0.00% | +362+0.5% | 加碼 |
| Aquatic Capital Management LLC | 73,312 | $400.9 萬 | 0.08% | +73,312 | 新進 |
| Prana Capital Management, LP | 72,781 | $398.0 萬 | 0.14% | +72,781 | 新進 |
| Nisa Investment Advisors, LLC | 72,552 | $396.8 萬 | 0.02% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 71,518 | $391.1 萬 | 0.01% | −8,349−10.5% | 減碼 |
| Gateway Investment Advisers LLC | 69,289 | $378.9 萬 | 0.04% | +9,717+16.3% | 加碼 |
| Tocqueville Asset Management L.P. | 68,884 | $376.7 萬 | 0.06% | +1,515+2.2% | 加碼 |
| State of Tennessee, Treasury Department | 68,857 | $376.6 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 68,837 | $376.5 萬 | 0.01% | −7,046−9.3% | 減碼 |
| Comerica Bank | 68,013 | $372.0 萬 | 0.01% | +1,564+2.4% | 加碼 |
| DRW Securities, LLC | 67,451 | $368.9 萬 | 0.26% | +67,451 | 新進 |
| Lighthouse Investment Partners, LLC | 64,013 | $350.1 萬 | 0.15% | −70,835−52.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 60,790 | $332.5 萬 | 0.00% | +60,790 | 新進 |
| Susquehanna International Group, LLP | 60,737 | $332.2 萬 | 0.01% | −79,631−56.7% | 減碼 |
| Citigroup Inc | 58,953 | $322.4 萬 | 0.00% | −420,610−87.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 58,538 | $320.1 萬 | 0.03% | −5,142−8.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 58,202 | $318.3 萬 | 0.01% | +170+0.3% | 加碼 |
| Brevan Howard Capital Management LP | 57,904 | $316.7 萬 | 0.03% | +40,498+232.7% | 加碼 |
| Yousif Capital Management, LLC | 57,570 | $314.9 萬 | 0.03% | −1,365−2.3% | 減碼 |
| Commonwealth Equity Services, LLC | 56,058 | $306.6 萬 | 0.00% | +8,894+18.9% | 加碼 |
| Davidson Capital Management Inc. | 55,723 | $304.7 萬 | 0.73% | +16,284+41.3% | 加碼 |
| ACR Alpine Capital Research, LLC | 53,280 | $291.4 萬 | 0.05% | +17,125+47.4% | 加碼 |
| First Wilshire Securities Management Inc | 52,982 | $289.8 萬 | 0.79% | −239−0.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 52,237 | $285.7 萬 | 0.00% | +9,683+22.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 50,742 | $277.5 萬 | 0.09% | −398−0.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 50,535 | $276.4 萬 | 0.02% | 00.0% | 不變 |
| Laurion Capital Management LP | 50,093 | $274.0 萬 | 0.32% | +3,853+8.3% | 加碼 |
| Prudential Financial Inc | 49,238 | $269.3 萬 | 0.00% | +29,430+148.6% | 加碼 |
| Wedge Capital Management L L P | 49,136 | $268.7 萬 | 0.05% | +7,963+19.3% | 加碼 |
| Edgestream Partners, L.P. | 48,693 | $266.3 萬 | 0.07% | −31,607−39.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 48,227 | $263.8 萬 | 0.01% | +6,700+16.1% | 加碼 |
| Condor Capital Management | 47,908 | $262.0 萬 | 0.23% | +25,276+111.7% | 加碼 |
| Public Employees Retirement System of Ohio | 47,536 | $260.0 萬 | 0.01% | −9,777−17.1% | 減碼 |
| Creative Planning | 47,427 | $259.4 萬 | 0.00% | −1,860−3.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 46,064 | $251.9 萬 | 0.04% | −6,000−11.5% | 減碼 |
| Louisiana State Employees Retirement System | 45,800 | $250.5 萬 | 0.05% | +200+0.4% | 加碼 |
| Arizona State Retirement System | 45,145 | $246.9 萬 | 0.01% | +935+2.1% | 加碼 |
| Ensign Peak Advisors, Inc | 44,389 | $242.8 萬 | 0.00% | −5,052−10.2% | 減碼 |
| Advisor Group Holdings, Inc. | 43,289 | $236.7 萬 | 0.00% | −3,724−7.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,865 | $229.0 萬 | 0.01% | +2,946+7.6% | 加碼 |
| Moors & Cabot, Inc. | 41,637 | $227.7 萬 | 0.11% | +13,137+46.1% | 加碼 |
| Handelsbanken Fonder AB | 41,303 | $225.9 萬 | 0.01% | −1,700−4.0% | 減碼 |
| AlphaCore Capital LLC | 41,116 | $224.9 萬 | 0.09% | +387+1.0% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 39,437 | $215.7 萬 | 0.54% | 00.0% | 不變 |
| HighTower Advisors, LLC | 39,369 | $215.3 萬 | 0.00% | +11,525+41.4% | 加碼 |
| State of Michigan Retirement System | 39,216 | $214.5 萬 | 0.01% | +200+0.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 39,021 | $213.4 萬 | 0.02% | −235,785−85.8% | 減碼 |
| Wittenberg Investment Management, Inc. | 37,574 | $205.5 萬 | 0.90% | −596−1.6% | 減碼 |
| Gradient Investments LLC | 36,610 | $200.2 萬 | 0.04% | +36,610 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 36,380 | $199.0 萬 | 0.03% | +179+0.5% | 加碼 |
| Acadian Asset Management LLC | 36,167 | $197.7 萬 | 0.00% | −30,769−46.0% | 減碼 |
| Intrepid Capital Management Inc | 36,012 | $196.9 萬 | 0.80% | −3,013−7.7% | 減碼 |
| Caxton Associates LLP | 36,007 | $196.9 萬 | 0.05% | −2,289−6.0% | 減碼 |
| HSBC Holdings PLC | 35,729 | $196.4 萬 | 0.00% | +7,441+26.3% | 加碼 |