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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,342 | $33.1 萬 | 0.01% | −81−1.5% | 減碼 |
| Kingsview Wealth Management, LLC | 5,373 | $33.3 萬 | 0.00% | −472−8.1% | 減碼 |
| M.E. Allison & Co., Inc. | 5,400 | $33.5 萬 | 0.23% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 5,402 | $33.5 萬 | 0.02% | +5,402 | 新進 |
| R Squared Ltd | 5,427 | $33.6 萬 | 0.16% | +2,172+66.7% | 加碼 |
| North Dakota State Investment Board | 5,434 | $33.7 萬 | 0.01% | +5,434 | 新進 |
| Shelton Capital Management | 5,447 | $33.8 萬 | 0.01% | −383−6.6% | 減碼 |
| MKT Advisors LLC | 5,275 | $34.0 萬 | 0.12% | 00.0% | 不變 |
| Atria Investments LLC | 5,549 | $34.4 萬 | 0.00% | −563−9.2% | 減碼 |
| BFSG, LLC | 5,550 | $34.4 萬 | 0.03% | +26+0.5% | 加碼 |
| Waddell & Associates, LLC | 5,581 | $34.6 萬 | 0.02% | +5,581 | 新進 |
| Whitener Capital Management, Inc. | 5,615 | $34.8 萬 | 0.08% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 5,631 | $34.9 萬 | 0.00% | −256−4.3% | 減碼 |
| Evolve Private Wealth, LLC | 5,793 | $35.9 萬 | 0.02% | +5,793 | 新進 |
| Advisory Services Network, LLC | 5,875 | $36.4 萬 | 0.01% | +65+1.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,528 | $36.6 萬 | 0.01% | −330−5.6% | 減碼 |
| PFG Investments, LLC | 5,962 | $36.9 萬 | 0.02% | +32+0.5% | 加碼 |
| Quent Capital, LLC | 5,994 | $37.1 萬 | 0.03% | +224+3.9% | 加碼 |
| Searle & Co. | 6,000 | $37.2 萬 | 0.10% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 6,000 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 7,864 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 6,039 | $37.4 萬 | 0.03% | +1,698+39.1% | 加碼 |
| Greenleaf Trust | 6,049 | $37.5 萬 | 0.00% | +61+1.0% | 加碼 |
| Bridgefront Capital, LLC | 6,070 | $37.6 萬 | 0.09% | +1,096+22.0% | 加碼 |
| Vise Technologies, Inc. | 6,084 | $37.7 萬 | 0.01% | +1,387+29.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 6,107 | $37.8 萬 | 0.00% | +480+8.5% | 加碼 |
| Aspiriant, LLC | 6,149 | $38.1 萬 | 0.01% | +76+1.3% | 加碼 |
| Mirabella Financial Services LLP | 6,258 | $38.8 萬 | 0.04% | +6,258 | 新進 |
| First National Bank of Omaha | 6,200 | $38.9 萬 | 0.01% | +6,200 | 新進 |
| Maple Capital Management, Inc. | 6,316 | $39.1 萬 | 0.02% | −133−2.1% | 減碼 |
| Daymark Wealth Partners, LLC | 6,382 | $39.6 萬 | 0.01% | +336+5.6% | 加碼 |
| Caerus Investment Advisors, LLC | 6,465 | $40.1 萬 | 0.13% | +6,465 | 新進 |
| ProShare Advisors LLC | 6,618 | $41.0 萬 | 0.00% | −400−5.7% | 減碼 |
| Boothbay Fund Management, LLC | 6,633 | $41.1 萬 | 0.01% | +6,633 | 新進 |
| Vident Advisory, LLC | 6,644 | $41.2 萬 | 0.00% | −2,793−29.6% | 減碼 |
| CIBC Asset Management Inc | 6,649 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,690 | $41.5 萬 | 0.01% | −544−7.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,737 | $41.7 萬 | 0.00% | −12,333−64.7% | 減碼 |
| Canada Pension Plan Investment Board | 6,800 | $42.1 萬 | 0.00% | +6,800 | 新進 |
| Cooper Financial Group | 6,870 | $42.6 萬 | 0.05% | +47+0.7% | 加碼 |
| Journey Strategic Wealth LLC | 6,939 | $43.0 萬 | 0.01% | +1,013+17.1% | 加碼 |
| Verdad Advisers, LP | 7,009 | $43.4 萬 | 0.50% | +7,009 | 新進 |
| Atomi Financial Group, Inc. | 7,090 | $43.9 萬 | 0.01% | +115+1.6% | 加碼 |
| Sterling Capital Management LLC | 7,113 | $44.1 萬 | 0.01% | −98−1.4% | 減碼 |
| HighPoint Advisor Group LLC | 7,244 | $44.9 萬 | 0.01% | −454−5.9% | 減碼 |
| Swiss Life Asset Management Ltd | 7,287 | $45.2 萬 | 0.00% | +72+1.0% | 加碼 |
| Havemeyer Place LP | 7,423 | $46.0 萬 | 0.09% | +7,423 | 新進 |
| Boston Trust Walden Corp | 7,500 | $46.5 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,510 | $46.5 萬 | 0.01% | −110−1.4% | 減碼 |
| Crewe Advisors LLC | 7,546 | $46.8 萬 | 0.04% | 00.0% | 不變 |
| Alteri Wealth LLC | 7,568 | $46.9 萬 | 0.15% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $47.1 萬 | 0.02% | −285−3.6% | 減碼 |
| Wilkerson Advisory Group LLC | 7,658 | $47.5 萬 | 0.17% | +7,658 | 新進 |
| Skopos Labs, Inc. | 7,587 | $47.6 萬 | 0.02% | +7,587 | 新進 |
| Copley Financial Group, Inc. | 7,760 | $48.1 萬 | 0.30% | +7,760 | 新進 |
| Ethic Inc. | 7,838 | $48.6 萬 | 0.01% | −689−8.1% | 減碼 |
| Hilltop Holdings Inc. | 7,982 | $49.5 萬 | 0.03% | +1,768+28.5% | 加碼 |
| Carmel Capital Partners, LLC | 7,987 | $49.5 萬 | 0.17% | −15−0.2% | 減碼 |
| Arnhold LLC | 8,000 | $49.6 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 8,034 | $50.1 萬 | 0.01% | +3,885+93.6% | 加碼 |
| Winton Group Ltd | 8,100 | $50.2 萬 | 0.02% | +8,100 | 新進 |
| Maryland State Retirement & Pension System | 8,158 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Cynosure Management, LLC | 8,225 | $51.0 萬 | 0.05% | +8,225 | 新進 |
| Tectonic Advisors LLC | 8,340 | $51.7 萬 | 0.03% | +2,028+32.1% | 加碼 |
| Meeder Advisory Services, Inc. | 8,379 | $51.9 萬 | 0.02% | +679+8.8% | 加碼 |
| Warren Averett Asset Management, LLC | 8,510 | $52.7 萬 | 0.00% | +4,893+135.3% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $53.6 萬 | 0.11% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 8,750 | $54.2 萬 | 0.13% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,848 | $54.8 萬 | 0.01% | +8,848 | 新進 |
| Evergreen Capital Management LLC | 8,855 | $54.9 萬 | 0.01% | +3,207+56.8% | 加碼 |
| Shay Capital LLC | 9,000 | $55.8 萬 | 0.09% | +2,000+28.6% | 加碼 |
| Sylvest Advisors, LLC | 9,180 | $56.9 萬 | 0.30% | −1,722−15.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 9,257 | $57.4 萬 | 0.01% | −713−7.2% | 減碼 |
| Truist Financial Corp | 9,264 | $57.4 萬 | 0.00% | −3,844−29.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,420 | $58.4 萬 | 0.00% | −246−2.5% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,432 | $58.5 萬 | 0.07% | −94−1.0% | 減碼 |
| Umb Bank N A | 9,457 | $58.6 萬 | 0.01% | +607+6.9% | 加碼 |
| Brown Financial Advisors | 9,707 | $60.2 萬 | 0.22% | +9,707 | 新進 |
| Cinctive Capital Management LP | 10,000 | $62.0 萬 | 0.04% | −51,021−83.6% | 減碼 |
| Lynx Capital Group Ltd | 10,000 | $62.0 萬 | 0.28% | 00.0% | 不變 |
| HB Wealth Management, LLC | 10,078 | $62.5 萬 | 0.00% | +3,533+54.0% | 加碼 |
| Kestra Advisory Services, LLC | 10,209 | $63.3 萬 | 0.00% | +10,209 | 新進 |
| United Capital Financial Advisers, LLC | 10,215 | $63.3 萬 | 0.00% | +6,319+162.2% | 加碼 |
| Equitable Trust Co | 10,365 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 10,499 | $65.1 萬 | 0.06% | +10,499 | 新進 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 10,607 | $65.7 萬 | 0.54% | +10,607 | 新進 |
| Krilogy Financial LLC | 10,464 | $65.9 萬 | 0.02% | +5,331+103.9% | 加碼 |
| Storebrand Asset Management AS | 10,645 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| RMB Capital Management, LLC | 10,646 | $66.0 萬 | 0.01% | +10,646 | 新進 |
| M&T Bank Corp | 10,830 | $67.1 萬 | 0.00% | −19,771−64.6% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 10,987 | $68.1 萬 | 0.34% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 11,019 | $68.3 萬 | 0.15% | −10,971−49.9% | 減碼 |
| Simmons Bank | 11,178 | $69.3 萬 | 0.05% | +1,643+17.2% | 加碼 |
| Connable Office Inc | 11,200 | $69.4 萬 | 0.06% | 00.0% | 不變 |
| KWMG, LLC | 11,239 | $69.7 萬 | 0.06% | −1,240−9.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,503 | $71.3 萬 | 0.01% | −571−4.7% | 減碼 |
| Daiwa Securities Group Inc. | 11,626 | $72.0 萬 | 0.00% | +4,299+58.7% | 加碼 |
| Toroso Investments, LLC | 11,860 | $73.5 萬 | 0.00% | +6,252+111.5% | 加碼 |
| Evercore Wealth Management, LLC | 11,963 | $74.1 萬 | 0.01% | −1,790−13.0% | 減碼 |
| Securian Asset Management, Inc | 12,026 | $74.5 萬 | 0.03% | −317−2.6% | 減碼 |