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 4 季 13F 持有人
Jefferies Financial Group Inc. 在 2025/12/31 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
- 597
- 較 2025 年第 3 季 +39 家
- 持有股數
- 1.48 億
- 較 2025 年第 3 季 +353.0 萬 (+2.4%)
- 總市值
- $91.6 億
- 較 2025 年第 3 季 −$2.39 億 (−2.5%)
- 新進機構
- 107
- 另有 192 家加碼
- 清倉機構
- 68
- 另有 201 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 682 | $3.62 萬 | 0.00% | +682 | 新進 |
| First Horizon Corp | 622 | $3.85 萬 | 0.00% | +252+68.1% | 加碼 |
| Private Trust Co NA | 667 | $4.13 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 672 | $4.16 萬 | 0.00% | +224+50.0% | 加碼 |
| Eastern Bank | 679 | $4.21 萬 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 736 | $4.56 萬 | 0.01% | +598+433.3% | 加碼 |
| Whittier Trust Co | 701 | $4.64 萬 | 0.00% | +500+248.8% | 加碼 |
| High Note Wealth, LLC | 770 | $4.77 萬 | 0.01% | −37−4.6% | 減碼 |
| Purpose Unlimited Inc. | 850 | $5.27 萬 | 0.00% | +850 | 新進 |
| Washington Trust Advisors, Inc. | 932 | $5.78 萬 | 0.00% | 00.0% | 不變 |
| DV Trading LLC | 1,000 | $6.20 萬 | 0.01% | +1,000 | 新進 |
| Bessemer Group Inc | 1,006 | $6.20 萬 | 0.00% | −34−3.3% | 減碼 |
| Tripletail Wealth Management, LLC | 1,140 | $6.27 萬 | 0.08% | 00.0% | 不變 |
| Advisors Preferred, LLC | 1,000 | $6.35 萬 | 0.01% | +1,000 | 新進 |
| SJS Investment Consulting Inc. | 1,133 | $7.02 萬 | 0.01% | +1,112+5,295.2% | 加碼 |
| Massmutual Trust Co FSB | 1,187 | $7.36 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,207 | $7.48 萬 | 0.00% | −21−1.7% | 減碼 |
| Albion Financial Group | 1,260 | $7.81 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,330 | $8.34 萬 | 0.00% | −34−2.5% | 減碼 |
| TD Private Client Wealth LLC | 1,359 | $8.42 萬 | 0.00% | −35−2.5% | 減碼 |
| Jones Financial Companies LLLP | 1,409 | $8.73 萬 | 0.00% | +739+110.3% | 加碼 |
| Oakworth Capital, Inc. | 1,431 | $8.87 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,452 | $9.00 萬 | 0.01% | −271−15.7% | 減碼 |
| Nomura Asset Management Co Ltd | 1,520 | $9.42 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,631 | $10.1 萬 | 0.00% | +371+29.4% | 加碼 |
| Aquatic Capital Management LLC | 1,654 | $10.2 萬 | 0.00% | −20,545−92.5% | 減碼 |
| VSM Wealth Advisory, LLC | 1,710 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,784 | $11.1 萬 | 0.00% | −2,767−60.8% | 減碼 |
| Versant Capital Management, Inc | 1,866 | $11.6 萬 | 0.01% | +269+16.8% | 加碼 |
| Danske Bank A/S | 1,900 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 2,040 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,104 | $13.0 萬 | 0.01% | −157−6.9% | 減碼 |
| Covestor Ltd | 2,180 | $13.5 萬 | 0.07% | −24−1.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,223 | $13.8 萬 | 0.00% | +669+43.1% | 加碼 |
| HM Payson & Co | 2,288 | $14.2 萬 | 0.00% | −212−8.5% | 減碼 |
| Rothschild Investment LLC | 2,295 | $14.2 萬 | 0.01% | +1,554+209.7% | 加碼 |
| Leonteq Securities AG | 2,431 | $15.1 萬 | 0.01% | +2,431 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,522 | $15.6 萬 | 0.00% | −224−8.2% | 減碼 |
| Colonial Trust Co | 2,578 | $16.0 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,586 | $16.0 萬 | 0.00% | −116−4.3% | 減碼 |
| Old Point Trust & Financial Services N A | 2,592 | $16.1 萬 | 0.05% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,704 | $16.8 萬 | 0.00% | +1,446+114.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,900 | $18.0 萬 | 0.03% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,941 | $18.2 萬 | 0.00% | +1,259+74.9% | 加碼 |
| Paladin Wealth, LLC | 3,241 | $20.1 萬 | 0.14% | +3,241 | 新進 |
| Assetmark, Inc | 3,252 | $20.2 萬 | 0.00% | +99+3.1% | 加碼 |
| Wedmont Private Capital | 3,119 | $20.2 萬 | 0.01% | −406−11.5% | 減碼 |
| Motley Fool Asset Management LLC | 3,269 | $20.3 萬 | 0.01% | −90−2.7% | 減碼 |
| Teza Capital Management LLC | 3,269 | $20.3 萬 | 0.65% | +3,269 | 新進 |
| Ronald Blue Trust, Inc. | 3,287 | $20.4 萬 | 0.00% | +16+0.5% | 加碼 |
| AlphaGrep UK Ltd | 3,290 | $20.4 萬 | 0.07% | +3,290 | 新進 |
| Lazard Asset Management LLC | 3,337 | $20.7 萬 | 0.00% | +3,337 | 新進 |
| Profund Advisors LLC | 3,349 | $20.8 萬 | 0.01% | −423−11.2% | 減碼 |
| Seeds Investor LLC | 3,426 | $21.2 萬 | 0.04% | +3,426 | 新進 |
| Carret Asset Management, LLC | 3,435 | $21.3 萬 | 0.02% | +3,435 | 新進 |
| Creative Financial Designs Inc | 3,438 | $21.3 萬 | 0.01% | +336+10.8% | 加碼 |
| Prelude Capital Management, LLC | 3,655 | $22.6 萬 | 0.02% | +3,655 | 新進 |
| Global Retirement Partners, LLC | 3,657 | $22.7 萬 | 0.00% | +615+20.2% | 加碼 |
| STRS Ohio | 3,668 | $22.7 萬 | 0.00% | −234,493−98.5% | 減碼 |
| Punch & Associates Investment Management, Inc. | 3,685 | $22.8 萬 | 0.01% | −1,810−32.9% | 減碼 |
| Guggenheim Capital LLC | 3,719 | $23.0 萬 | 0.00% | +3,719 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,787 | $23.5 萬 | 0.01% | −48−1.3% | 減碼 |
| Jackson Thornton Asset Management, LLC | 3,543 | $23.5 萬 | 0.02% | +3,543 | 新進 |
| Beese Fulmer Investment Management, Inc. | 3,810 | $23.6 萬 | 0.02% | +3,810 | 新進 |
| Blankinship & Foster, LLC | 3,817 | $23.7 萬 | 0.05% | +76+2.0% | 加碼 |
| Connective Capital Management, LLC | 3,820 | $23.7 萬 | 0.14% | −24,334−86.4% | 減碼 |
| Creekside Partners | 3,910 | $24.2 萬 | 0.10% | 00.0% | 不變 |
| Steinberganna Wealth Management | 3,925 | $24.3 萬 | 0.11% | +3,925 | 新進 |
| EverSource Wealth Advisors, LLC | 3,963 | $24.6 萬 | 0.01% | +3,147+385.7% | 加碼 |
| QTR Family Wealth, LLC | 4,108 | $24.7 萬 | 0.11% | +4,108 | 新進 |
| Levin Capital Strategies, L.P. | 4,000 | $24.8 萬 | 0.02% | +4,000 | 新進 |
| Empowered Funds, LLC | 4,017 | $24.9 萬 | 0.00% | −827−17.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,204 | $26.1 萬 | 0.02% | +4,204 | 新進 |
| Perigon Wealth Management, LLC | 4,216 | $26.1 萬 | 0.00% | +4,216 | 新進 |
| Rockefeller Capital Management L.P. | 4,257 | $26.4 萬 | 0.00% | +1,541+56.7% | 加碼 |
| Storgate, LLC | 4,309 | $26.7 萬 | 0.22% | +4,309 | 新進 |
| EP Wealth Advisors, LLC | 4,339 | $26.9 萬 | 0.00% | +4,339 | 新進 |
| A4 Wealth Advisors LLC | 4,358 | $27.0 萬 | 0.23% | +4,358 | 新進 |
| Paradigm Financial Partners, LLC | 4,480 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Delta Investment Management, LLC | 4,484 | $27.8 萬 | 0.05% | +4,484 | 新進 |
| Sage Capital Management, LLC | 4,500 | $27.9 萬 | 0.13% | +31+0.7% | 加碼 |
| Colter Lewis Investment Partners LLC | 4,532 | $28.1 萬 | 0.32% | +4,532 | 新進 |
| SRS Capital Advisors, Inc. | 4,546 | $28.2 萬 | 0.01% | −6,776−59.8% | 減碼 |
| Hamilton Capital Partners Inc. | 4,577 | $28.4 萬 | 0.01% | +1,104+31.8% | 加碼 |
| Checchi Capital Advisers, LLC | 4,631 | $28.7 萬 | 0.02% | +101+2.2% | 加碼 |
| Vestor Capital, LLC | 819 | $28.8 萬 | 0.02% | −3,827−82.4% | 減碼 |
| Lecap Asset Management Ltd | 4,668 | $28.9 萬 | 0.12% | −7,901−62.9% | 減碼 |
| Essex Financial Services, Inc. | 4,673 | $29.0 萬 | 0.02% | +720+18.2% | 加碼 |
| Resources Investment Advisors, LLC. | 4,723 | $29.3 萬 | 0.00% | −1,474−23.8% | 減碼 |
| Syon Capital LLC | 4,751 | $29.4 萬 | 0.01% | −41−0.9% | 減碼 |
| Essential Partners LLC | 4,768 | $29.5 萬 | 0.09% | +3,826+406.2% | 加碼 |
| Sentinus, LLC | 4,818 | $29.9 萬 | 0.03% | +4,818 | 新進 |
| Everence Capital Management Inc | 4,831 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,832 | $29.9 萬 | 0.02% | −858−15.1% | 減碼 |
| Pure Financial Advisors, Inc. | 4,929 | $30.5 萬 | 0.00% | −511−9.4% | 減碼 |
| Signaturefd, LLC | 4,989 | $30.9 萬 | 0.00% | +125+2.6% | 加碼 |
| Panagora Asset Management Inc | 5,102 | $31.6 萬 | 0.00% | +36+0.7% | 加碼 |
| Teacher Retirement System of Texas | 5,118 | $31.7 萬 | 0.00% | −15,149−74.7% | 減碼 |
| Allworth Financial LP | 5,129 | $31.8 萬 | 0.00% | +2,970+137.6% | 加碼 |
| Ritholtz Wealth Management | 5,221 | $32.4 萬 | 0.01% | +1,972+60.7% | 加碼 |