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 |
|---|---|---|---|---|---|
| JustInvest LLC | 20,125 | $83.1 萬 | 0.01% | −2,326−10.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 20,168 | $83.2 萬 | 0.00% | −7,030−25.8% | 減碼 |
| New York Life Investment Management LLC | 20,270 | $83.7 萬 | 0.01% | +5,476+37.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 20,096 | $83.7 萬 | 0.03% | −7,182−26.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,462 | $84.4 萬 | 0.01% | +20,462 | 新進 |
| Commonwealth Equity Services, LLC | 20,515 | $84.7 萬 | 0.00% | −20,630−50.1% | 減碼 |
| SG Americas Securities, LLC | 20,552 | $84.8 萬 | 0.00% | −290,867−93.4% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $86.0 萬 | 0.00% | +20,832 | 新進 |
| Gotham Asset Management, LLC | 21,381 | $88.2 萬 | 0.00% | −98−0.5% | 減碼 |
| Brighton Jones LLC | 21,448 | $88.5 萬 | 0.02% | +21,448 | 新進 |
| Summit Financial, LLC | 21,515 | $88.8 萬 | 0.01% | −596−2.7% | 減碼 |
| Counterpoint Mutual Funds LLC | 21,734 | $89.7 萬 | 0.13% | +21,734 | 新進 |
| Neuberger Berman Group LLC | 21,829 | $90.1 萬 | 0.00% | −4,970−18.5% | 減碼 |
| NBC Securities, Inc. | 21,915 | $90.4 萬 | 0.07% | −20.0% | 減碼 |
| Park Avenue Securities LLC | 22,348 | $92.2 萬 | 0.01% | −1,657−6.9% | 減碼 |
| Integrated Wealth Concepts LLC | 22,389 | $92.4 萬 | 0.01% | +13,541+153.0% | 加碼 |
| Xponance, Inc. | 24,109 | $99.5 萬 | 0.01% | +4,079+20.4% | 加碼 |
| Mattson Financial Services, LLC | 24,225 | $100.0 萬 | 0.24% | +75+0.3% | 加碼 |
| Diversified Trust Co | 24,391 | $100.7 萬 | 0.02% | +24,391 | 新進 |
| Natixis | 24,753 | $102.2 萬 | 0.00% | +24,753 | 新進 |
| Cresset Asset Management, LLC | 24,929 | $102.9 萬 | 0.00% | −40.0% | 減碼 |
| Pictet Asset Management Holding SA | 24,959 | $103.0 萬 | 0.00% | +2,314+10.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 25,000 | $103.2 萬 | 0.10% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 24,918 | $103.7 萬 | 0.00% | −3,124−11.1% | 減碼 |
| Magnetar Financial LLC | 25,633 | $105.8 萬 | 0.01% | +5,706+28.6% | 加碼 |
| US Bancorp | 25,667 | $105.9 萬 | 0.00% | −2,915−10.2% | 減碼 |
| Modera Wealth Management, LLC | 25,685 | $106.0 萬 | 0.01% | −592−2.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 25,315 | $106.3 萬 | 0.02% | +19,787+357.9% | 加碼 |
| Round Hill Asset Management | 25,908 | $106.9 萬 | 0.70% | +25,908 | 新進 |
| Numerai GP LLC | 26,047 | $107.5 萬 | 0.11% | +26,047 | 新進 |
| Quantbot Technologies LP | 26,477 | $109.3 萬 | 0.04% | −20,004−43.0% | 減碼 |
| Winton Group Ltd | 26,703 | $110.2 萬 | 0.04% | +18,603+229.7% | 加碼 |
| Buckingham Strategic Partners | 26,856 | $110.8 萬 | 0.01% | +9,780+57.3% | 加碼 |
| Advisor Group Holdings, Inc. | 27,274 | $112.6 萬 | 0.00% | −22,125−44.8% | 減碼 |
| Citadel Investment Advisory, Inc. | 18,480 | $114.5 萬 | 0.55% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 19,971 | $115.5 萬 | 0.01% | +19,971 | 新進 |
| SummitTX Capital, L.P. | 28,767 | $118.7 萬 | 0.04% | +28,767 | 新進 |
| Endure Capital Management, LLC | 28,828 | $119.0 萬 | 0.83% | +28,828 | 新進 |
| Wellington Shields Capital Management, LLC | 28,900 | $119.3 萬 | 0.18% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 29,064 | $119.9 萬 | 0.02% | −4,000−12.1% | 減碼 |
| Intrinsic Value Partners, LLC | 31,781 | $131.2 萬 | 1.01% | +2,910+10.1% | 加碼 |
| Virginia Retirement Systems Et Al | 31,850 | $131.4 萬 | 0.01% | −5,900−15.6% | 減碼 |
| Brevan Howard Capital Management LP | 32,329 | $133.4 萬 | 0.01% | −53,179−62.2% | 減碼 |
| MBM Wealth Consultants, LLC | 32,353 | $133.5 萬 | 0.31% | +5,603+20.9% | 加碼 |
| New Mexico Educational Retirement Board | 33,119 | $136.7 萬 | 0.04% | 00.0% | 不變 |
| Stifel Financial Corp | 33,328 | $137.6 萬 | 0.00% | −25,825−43.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 33,891 | $139.9 萬 | 0.02% | +1,104+3.4% | 加碼 |
| KLP Kapitalforvaltning AS | 34,400 | $142.0 萬 | 0.01% | +1,300+3.9% | 加碼 |
| EntryPoint Capital, LLC | 35,411 | $146.1 萬 | 0.43% | +21,770+159.6% | 加碼 |
| Bridgewater Associates, LP | 35,848 | $147.9 萬 | 0.01% | +12,000+50.3% | 加碼 |
| Intrepid Capital Management Inc | 36,012 | $148.6 萬 | 0.57% | 00.0% | 不變 |
| Empowered Funds, LLC | 36,498 | $150.6 萬 | 0.01% | +32,481+808.6% | 加碼 |
| Moors & Cabot, Inc. | 36,550 | $150.8 萬 | 0.06% | +6,150+20.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 37,044 | $152.9 萬 | 0.02% | +122+0.3% | 加碼 |
| Wittenberg Investment Management, Inc. | 37,074 | $153.0 萬 | 0.57% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 37,892 | $156.4 萬 | 0.00% | +37,892 | 新進 |
| Alessandra Capital Management, LLC | 38,123 | $157.3 萬 | 1.34% | −26,837−41.3% | 減碼 |
| GWM Advisors LLC | 38,678 | $159.6 萬 | 0.01% | +2,331+6.4% | 加碼 |
| CI Private Wealth, LLC | 39,071 | $161.2 萬 | 0.00% | −6,590−14.4% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 39,437 | $162.8 萬 | 0.45% | 00.0% | 不變 |
| HighTower Advisors, LLC | 39,713 | $163.9 萬 | 0.00% | +2,709+7.3% | 加碼 |
| State of Michigan Retirement System | 39,816 | $164.3 萬 | 0.01% | +800+2.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,430 | $171.0 萬 | 0.01% | +134+0.3% | 加碼 |
| PEAK6 LLC | 42,477 | $175.3 萬 | 0.05% | −127,252−75.0% | 減碼 |
| Arizona State Retirement System | 42,504 | $175.4 萬 | 0.01% | −710−1.6% | 減碼 |
| Caxton Associates LLP | 42,756 | $176.5 萬 | 0.04% | +10,932+34.4% | 加碼 |
| Havemeyer Place LP | 43,288 | $178.6 萬 | 0.21% | +35,865+483.2% | 加碼 |
| Wedge Capital Management L L P | 43,642 | $180.1 萬 | 0.03% | +138+0.3% | 加碼 |
| AlphaCore Capital LLC | 43,750 | $180.6 萬 | 0.04% | +656+1.5% | 加碼 |
| Axq Capital, LP | 44,985 | $185.7 萬 | 0.24% | +44,985 | 新進 |
| Caisse de Depot Et Placement du Quebec | 45,370 | $187.2 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 46,617 | $192.4 萬 | 0.06% | +218+0.5% | 加碼 |
| Condor Capital Management | 46,625 | $192.4 萬 | 0.16% | −46−0.1% | 減碼 |
| Handelsbanken Fonder AB | 47,103 | $194.4 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 47,683 | $196.8 萬 | 0.00% | −61,161−56.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 47,808 | $197.3 萬 | 0.00% | +19,718+70.2% | 加碼 |
| Louisiana State Employees Retirement System | 47,900 | $197.7 萬 | 0.03% | +2,200+4.8% | 加碼 |
| Voya Investment Management LLC | 48,267 | $199.2 萬 | 0.00% | −9,725−16.8% | 減碼 |
| Public Employees Retirement System of Ohio | 48,297 | $199.3 萬 | 0.01% | +2,212+4.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 50,046 | $206.5 萬 | 0.01% | +36,266+263.2% | 加碼 |
| Baader Bank INC | 50,294 | $207.1 萬 | 0.20% | +15,257+43.5% | 加碼 |
| Yousif Capital Management, LLC | 50,388 | $208.0 萬 | 0.02% | −2,764−5.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 50,535 | $208.5 萬 | 0.02% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 51,800 | $213.8 萬 | 0.01% | +51,800 | 新進 |
| State of New Jersey Common Pension Fund D | 52,322 | $215.9 萬 | 0.01% | 00.0% | 不變 |
| First Wilshire Securities Management Inc | 52,828 | $218.0 萬 | 0.49% | +655+1.3% | 加碼 |
| Fifth Third Bancorp | 53,115 | $219.2 萬 | 0.00% | +50,529+1,953.9% | 加碼 |
| Thrivent Financial for Lutherans | 55,779 | $230.2 萬 | 0.00% | +14,412+34.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,165 | $244.2 萬 | 0.01% | +10,893+22.6% | 加碼 |
| Canada Pension Plan Investment Board | 59,400 | $245.1 萬 | 0.00% | +52,600+773.5% | 加碼 |
| Royal Bank of Canada | 59,784 | $246.6 萬 | 0.00% | −76,085−56.0% | 減碼 |
| Advisory Research Inc | 60,038 | $247.8 萬 | 0.30% | +26,385+78.4% | 加碼 |
| Twinbeech Capital LP | 60,500 | $249.7 萬 | 0.26% | +60,500 | 新進 |
| State of Tennessee, Treasury Department | 61,714 | $254.7 萬 | 0.01% | 00.0% | 不變 |
| Quadrature Capital Ltd | 62,418 | $257.6 萬 | 0.03% | +62,418 | 新進 |
| Trexquant Investment LP | 62,647 | $258.5 萬 | 0.02% | +20,984+50.4% | 加碼 |
| Cetera Investment Advisers | 63,088 | $260.4 萬 | 0.00% | +10,528+20.0% | 加碼 |
| Mutual of America Capital Management LLC | 63,367 | $261.5 萬 | 0.03% | −5,312−7.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 64,000 | $264.1 萬 | 0.04% | −18,700−22.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 65,103 | $268.7 萬 | 0.02% | +649+1.0% | 加碼 |