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。
2026 年第 1 季 13F 持有人
Jefferies Financial Group Inc. 在 2026/3/31 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
- 561
- 較 2025 年第 4 季 −27 家
- 持有股數
- 1.41 億
- 較 2025 年第 4 季 +1,058 萬 (+8.1%)
- 總市值
- $58.9 億
- 較 2025 年第 4 季 −$22.0 億 (−27.2%)
- 新進機構
- 87
- 另有 219 家加碼
- 清倉機構
- 114
- 另有 167 家減碼
另有 9 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,555,715 | $7.25 億 | 0.01% | +1,204,043+7.4% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 9,247,081 | $3.82 億 | 7.76% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 7,824,536 | $3.23 億 | 0.02% | +7,824,536 | 新進 |
| Vanguard Capital Management LLC | 6,714,897 | $2.77 億 | 0.01% | +6,714,897 | 新進 |
| Alliancebernstein L.P. | 3,791,527 | $2.35 億 | 0.08% | −1,785,207−32.0% | 減碼 |
| AQR Capital Management LLC | 5,282,691 | $2.16 億 | 0.10% | +1,870,390+54.8% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,951,027 | $2.04 億 | 0.67% | +3,195,970+182.1% | 加碼 |
| State Street Corp | 4,892,744 | $2.02 億 | 0.01% | +131,024+2.8% | 加碼 |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | $1.92 億 | 8.86% | 00.0% | 不變 |
| Geode Capital Management, LLC | 3,046,972 | $1.26 億 | 0.01% | +104,418+3.5% | 加碼 |
| Two Sigma Investments, LP | 2,825,053 | $1.17 億 | 0.10% | +2,593,516+1,120.1% | 加碼 |
| Morgan Stanley | 2,813,224 | $1.16 億 | 0.01% | +288,555+11.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,666,097 | $1.10 億 | 0.02% | +58,585+2.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,617,295 | $1.08 億 | 0.09% | +1,510,225+136.4% | 加碼 |
| First Pacific Advisors, LP | 2,586,501 | $1.07 億 | 1.50% | +6,218+0.2% | 加碼 |
| JPMorgan Chase & Co | 1,905,751 | $7,554 萬 | 0.01% | −54,076−2.8% | 減碼 |
| Barclays PLC | 1,740,025 | $7,181 萬 | 0.03% | +305,807+21.3% | 加碼 |
| Bamco Inc | 1,530,228 | $6,315 萬 | 0.19% | +933,700+156.5% | 加碼 |
| Northern Trust Corp | 1,452,078 | $5,993 萬 | 0.01% | +34,906+2.5% | 加碼 |
| Bank of New York Mellon Corp | 1,404,248 | $5,795 萬 | 0.01% | −24,183−1.7% | 減碼 |
| Freestone Grove Partners LP | 1,309,996 | $5,406 萬 | 0.39% | +350,708+36.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,230,029 | $5,076 萬 | 0.01% | +56,469+4.8% | 加碼 |
| Beck Mack & Oliver LLC | 1,223,102 | $5,048 萬 | 1.04% | −9,195−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 1,094,164 | $4,516 萬 | 0.07% | +963,917+740.1% | 加碼 |
| Goldman Sachs Group Inc | 1,069,167 | $4,412 萬 | 0.01% | −692,721−39.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,024,695 | $4,229 萬 | 0.18% | +7,841+0.8% | 加碼 |
| Nuveen, LLC | 1,018,993 | $4,205 萬 | 0.01% | +86,636+9.3% | 加碼 |
| NewEdge Wealth, LLC | 1,017,831 | $4,201 萬 | 0.50% | +93,216+10.1% | 加碼 |
| Millennium Management LLC | 1,016,804 | $4,196 萬 | 0.03% | +828,642+440.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,015,452 | $4,191 萬 | 0.01% | +1,015,452 | 新進 |
| Qube Research & Technologies Ltd | 1,006,361 | $4,153 萬 | 0.06% | +897,692+826.1% | 加碼 |
| Squarepoint Ops LLC | 927,048 | $3,826 萬 | 0.08% | +655,480+241.4% | 加碼 |
| UBS Group AG | 908,092 | $3,748 萬 | 0.01% | −83,725−8.4% | 減碼 |
| Jane Street Group, LLC | 868,272 | $3,583 萬 | 0.04% | +818,472+1,643.5% | 加碼 |
| SEI Investments Co | 860,887 | $3,553 萬 | 0.03% | −121,511−12.4% | 減碼 |
| FMR LLC | 860,062 | $3,549 萬 | 0.00% | −700,230−44.9% | 減碼 |
| Moerus Capital Management LLC | 777,068 | $3,207 萬 | 11.84% | +167,347+27.4% | 加碼 |
| Bank of America Corp | 775,985 | $3,202 萬 | 0.00% | −947,158−55.0% | 減碼 |
| Private Management Group Inc | 756,059 | $3,120 萬 | 0.90% | +98,159+14.9% | 加碼 |
| Citadel Advisors LLC | 690,855 | $2,851 萬 | 0.02% | −777,518−53.0% | 減碼 |
| Check Capital Management Inc | 680,171 | $2,807 萬 | 1.73% | +227,684+50.3% | 加碼 |
| Deutsche Bank AG | 644,593 | $2,660 萬 | 0.01% | −309,698−32.5% | 減碼 |
| Perpetual Ltd | 627,141 | $2,588 萬 | 0.40% | +627,141 | 新進 |
| Man Group plc | 620,349 | $2,560 萬 | 0.05% | +453,764+272.4% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 614,323 | $2,535 萬 | 3.74% | +35,560+6.1% | 加碼 |
| Marshall Wace, LLP | 564,665 | $2,330 萬 | 0.02% | −113,885−16.8% | 減碼 |
| Balyasny Asset Management LLC | 528,584 | $2,181 萬 | 0.04% | +101,219+23.7% | 加碼 |
| HRT Financial LP | 524,771 | $2,166 萬 | 0.05% | +396,256+308.3% | 加碼 |
| Hosking Partners LLP | 515,654 | $2,128 萬 | 0.76% | +29,322+6.0% | 加碼 |
| Private Capital Management, LLC | 514,469 | $2,123 萬 | 2.16% | +95,040+22.7% | 加碼 |
| Russell Investments Group, Ltd. | 482,273 | $1,989 萬 | 0.02% | −18,692−3.7% | 減碼 |
| Retirement Systems of Alabama | 474,787 | $1,959 萬 | 0.07% | +4,657+1.0% | 加碼 |
| GoodHaven Capital Management, LLC | 444,837 | $1,836 萬 | 6.41% | +2,350+0.5% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 433,558 | $1,789 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 431,126 | $1,779 萬 | 0.02% | +6,791+1.6% | 加碼 |
| Jump Financial, LLC | 405,100 | $1,672 萬 | 0.25% | +245,900+154.5% | 加碼 |
| UBS Asset Management Americas Inc | 403,741 | $1,666 萬 | 0.00% | −7,434−1.8% | 減碼 |
| Invesco Ltd. | 399,260 | $1,648 萬 | 0.00% | +49,302+14.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 398,000 | $1,643 萬 | 0.14% | 00.0% | 不變 |
| Federated Hermes, Inc. | 386,860 | $1,597 萬 | 0.03% | −581,691−60.1% | 減碼 |
| Capital Fund Management S.A. | 385,967 | $1,593 萬 | 0.14% | −2,075−0.5% | 減碼 |
| Principal Financial Group Inc | 369,710 | $1,526 萬 | 0.01% | +6,360+1.8% | 加碼 |
| Valueworks LLC | 368,019 | $1,519 萬 | 4.14% | +116,760+46.5% | 加碼 |
| Voloridge Investment Management, LLC | 363,424 | $1,500 萬 | 0.06% | +363,424 | 新進 |
| Ameriprise Financial Inc | 348,277 | $1,437 萬 | 0.00% | +12,810+3.8% | 加碼 |
| Loomis Sayles & Co L P | 340,985 | $1,407 萬 | 0.02% | −8,798−2.5% | 減碼 |
| Susquehanna International Group, LLP | 339,166 | $1,400 萬 | 0.02% | +339,166 | 新進 |
| Cerity Partners LLC | 330,431 | $1,364 萬 | 0.02% | +47,497+16.8% | 加碼 |
| Robotti Robert | 327,969 | $1,354 萬 | 2.11% | −965−0.3% | 減碼 |
| Captrust Financial Advisors | 318,842 | $1,315 萬 | 0.02% | −29,491−8.5% | 減碼 |
| Tudor Investment Corp Et Al | 315,297 | $1,301 萬 | 0.07% | +113,298+56.1% | 加碼 |
| Swiss National Bank | 306,200 | $1,264 萬 | 0.01% | +1,200+0.4% | 加碼 |
| Gradient Investments LLC | 301,441 | $1,244 萬 | 0.19% | +9,661+3.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 284,051 | $1,172 萬 | 0.10% | +205,284+260.6% | 加碼 |
| California Public Employees Retirement System | 266,363 | $1,099 萬 | 0.01% | −16,530−5.8% | 減碼 |
| Prana Capital Management, LP | 258,581 | $1,067 萬 | 0.33% | +165,410+177.5% | 加碼 |
| Quantinno Capital Management LP | 258,350 | $1,066 萬 | 0.02% | −120,771−31.9% | 減碼 |
| Algert Global LLC | 250,671 | $1,035 萬 | 0.16% | +69,001+38.0% | 加碼 |
| Ensign Peak Advisors, Inc | 248,846 | $1,027 萬 | 0.02% | −12,399−4.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 247,895 | $1,023 萬 | 0.02% | +174,673+238.6% | 加碼 |
| Acadian Asset Management LLC | 236,283 | $974.4 萬 | 0.01% | +97,551+70.3% | 加碼 |
| American Century Companies Inc | 235,322 | $971.2 萬 | 0.00% | +80,272+51.8% | 加碼 |
| Rock Point Advisors, LLC | 235,132 | $970.4 萬 | 2.63% | +54,760+30.4% | 加碼 |
| Legal & General Group Plc | 233,651 | $964.3 萬 | 0.00% | −24,707−9.6% | 減碼 |
| Mercer Global Advisors Inc | 220,252 | $909.0 萬 | 0.01% | +34,461+18.5% | 加碼 |
| State of Wisconsin Investment Board | 219,695 | $906.7 萬 | 0.02% | +49,398+29.0% | 加碼 |
| Ieq Capital, LLC | 210,419 | $868.4 萬 | 0.04% | −5,343−2.5% | 減碼 |
| Point72 Asset Management, L.P. | 208,501 | $860.5 萬 | 0.01% | +208,501 | 新進 |
| Bank of Nova Scotia | 207,450 | $856.1 萬 | 0.01% | +207,450 | 新進 |
| Mariner, LLC | 201,223 | $830.3 萬 | 0.01% | +52,259+35.1% | 加碼 |
| Merrion Investment Management Co, LLC | 198,695 | $820.0 萬 | 4.41% | −1,000−0.5% | 減碼 |
| Colony Group, LLC | 194,138 | $801.2 萬 | 0.01% | +11,636+6.4% | 加碼 |
| First Manhattan Co | 189,896 | $783.7 萬 | 0.02% | −3,743−1.9% | 減碼 |
| New York State Teachers Retirement System | 182,140 | $751.7 萬 | 0.02% | +8,827+5.1% | 加碼 |
| California State Teachers Retirement System | 179,421 | $740.5 萬 | 0.01% | +32,750+22.3% | 加碼 |
| First Trust Advisors LP | 177,049 | $730.7 萬 | 0.01% | −428,268−70.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 172,670 | $712.6 萬 | 0.04% | −3,935−2.2% | 減碼 |
| Engineers Gate Manager LP | 170,288 | $702.8 萬 | 0.09% | +130,028+323.0% | 加碼 |
| Allianz Asset Management GmbH | 166,373 | $686.6 萬 | 0.01% | +73,847+79.8% | 加碼 |
| Oppenheimer & Co Inc | 161,541 | $666.7 萬 | 0.08% | −44,889−21.7% | 減碼 |