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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 39,713 | $163.9 萬 | 0.00% | +2,709+7.3% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 39,437 | $162.8 萬 | 0.45% | 00.0% | 不變 |
| CI Private Wealth, LLC | 39,071 | $161.2 萬 | 0.00% | −6,590−14.4% | 減碼 |
| GWM Advisors LLC | 38,678 | $159.6 萬 | 0.01% | +2,331+6.4% | 加碼 |
| Alessandra Capital Management, LLC | 38,123 | $157.3 萬 | 1.34% | −26,837−41.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 37,892 | $156.4 萬 | 0.00% | +37,892 | 新進 |
| Wittenberg Investment Management, Inc. | 37,074 | $153.0 萬 | 0.57% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 37,044 | $152.9 萬 | 0.02% | +122+0.3% | 加碼 |
| Moors & Cabot, Inc. | 36,550 | $150.8 萬 | 0.06% | +6,150+20.2% | 加碼 |
| Empowered Funds, LLC | 36,498 | $150.6 萬 | 0.01% | +32,481+808.6% | 加碼 |
| Intrepid Capital Management Inc | 36,012 | $148.6 萬 | 0.57% | 00.0% | 不變 |
| Bridgewater Associates, LP | 35,848 | $147.9 萬 | 0.01% | +12,000+50.3% | 加碼 |
| EntryPoint Capital, LLC | 35,411 | $146.1 萬 | 0.43% | +21,770+159.6% | 加碼 |
| KLP Kapitalforvaltning AS | 34,400 | $142.0 萬 | 0.01% | +1,300+3.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 33,891 | $139.9 萬 | 0.02% | +1,104+3.4% | 加碼 |
| Stifel Financial Corp | 33,328 | $137.6 萬 | 0.00% | −25,825−43.7% | 減碼 |
| New Mexico Educational Retirement Board | 33,119 | $136.7 萬 | 0.04% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 32,353 | $133.5 萬 | 0.31% | +5,603+20.9% | 加碼 |
| Brevan Howard Capital Management LP | 32,329 | $133.4 萬 | 0.01% | −53,179−62.2% | 減碼 |
| Virginia Retirement Systems Et Al | 31,850 | $131.4 萬 | 0.01% | −5,900−15.6% | 減碼 |
| Intrinsic Value Partners, LLC | 31,781 | $131.2 萬 | 1.01% | +2,910+10.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 29,064 | $119.9 萬 | 0.02% | −4,000−12.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 28,900 | $119.3 萬 | 0.18% | 00.0% | 不變 |
| Endure Capital Management, LLC | 28,828 | $119.0 萬 | 0.83% | +28,828 | 新進 |
| SummitTX Capital, L.P. | 28,767 | $118.7 萬 | 0.04% | +28,767 | 新進 |
| Vinva Investment Management Ltd | 19,971 | $115.5 萬 | 0.01% | +19,971 | 新進 |
| Citadel Investment Advisory, Inc. | 18,480 | $114.5 萬 | 0.55% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 27,274 | $112.6 萬 | 0.00% | −22,125−44.8% | 減碼 |
| Buckingham Strategic Partners | 26,856 | $110.8 萬 | 0.01% | +9,780+57.3% | 加碼 |
| Winton Group Ltd | 26,703 | $110.2 萬 | 0.04% | +18,603+229.7% | 加碼 |
| Quantbot Technologies LP | 26,477 | $109.3 萬 | 0.04% | −20,004−43.0% | 減碼 |
| Numerai GP LLC | 26,047 | $107.5 萬 | 0.11% | +26,047 | 新進 |
| Round Hill Asset Management | 25,908 | $106.9 萬 | 0.70% | +25,908 | 新進 |
| Whittier Trust Co of Nevada Inc | 25,315 | $106.3 萬 | 0.02% | +19,787+357.9% | 加碼 |
| Modera Wealth Management, LLC | 25,685 | $106.0 萬 | 0.01% | −592−2.3% | 減碼 |
| US Bancorp | 25,667 | $105.9 萬 | 0.00% | −2,915−10.2% | 減碼 |
| Magnetar Financial LLC | 25,633 | $105.8 萬 | 0.01% | +5,706+28.6% | 加碼 |
| Pathstone Holdings, LLC | 24,918 | $103.7 萬 | 0.00% | −3,124−11.1% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 25,000 | $103.2 萬 | 0.10% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 24,959 | $103.0 萬 | 0.00% | +2,314+10.2% | 加碼 |
| Cresset Asset Management, LLC | 24,929 | $102.9 萬 | 0.00% | −40.0% | 減碼 |
| Natixis | 24,753 | $102.2 萬 | 0.00% | +24,753 | 新進 |
| Diversified Trust Co | 24,391 | $100.7 萬 | 0.02% | +24,391 | 新進 |
| Mattson Financial Services, LLC | 24,225 | $100.0 萬 | 0.24% | +75+0.3% | 加碼 |
| Xponance, Inc. | 24,109 | $99.5 萬 | 0.01% | +4,079+20.4% | 加碼 |
| Integrated Wealth Concepts LLC | 22,389 | $92.4 萬 | 0.01% | +13,541+153.0% | 加碼 |
| Park Avenue Securities LLC | 22,348 | $92.2 萬 | 0.01% | −1,657−6.9% | 減碼 |
| NBC Securities, Inc. | 21,915 | $90.4 萬 | 0.07% | −20.0% | 減碼 |
| Neuberger Berman Group LLC | 21,829 | $90.1 萬 | 0.00% | −4,970−18.5% | 減碼 |
| Counterpoint Mutual Funds LLC | 21,734 | $89.7 萬 | 0.13% | +21,734 | 新進 |
| Summit Financial, LLC | 21,515 | $88.8 萬 | 0.01% | −596−2.7% | 減碼 |
| Brighton Jones LLC | 21,448 | $88.5 萬 | 0.02% | +21,448 | 新進 |
| Gotham Asset Management, LLC | 21,381 | $88.2 萬 | 0.00% | −98−0.5% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $86.0 萬 | 0.00% | +20,832 | 新進 |
| SG Americas Securities, LLC | 20,552 | $84.8 萬 | 0.00% | −290,867−93.4% | 減碼 |
| Commonwealth Equity Services, LLC | 20,515 | $84.7 萬 | 0.00% | −20,630−50.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,462 | $84.4 萬 | 0.01% | +20,462 | 新進 |
| NorthCrest Asset Manangement, LLC | 20,096 | $83.7 萬 | 0.03% | −7,182−26.3% | 減碼 |
| New York Life Investment Management LLC | 20,270 | $83.7 萬 | 0.01% | +5,476+37.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 20,168 | $83.2 萬 | 0.00% | −7,030−25.8% | 減碼 |
| JustInvest LLC | 20,125 | $83.1 萬 | 0.01% | −2,326−10.4% | 減碼 |
| Bank of Montreal | 19,997 | $82.5 萬 | 0.00% | +1,219+6.5% | 加碼 |
| Joel Isaacson & Co., LLC | 19,878 | $82.0 萬 | 0.03% | +42+0.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 19,540 | $80.6 萬 | 0.06% | −260,269−93.0% | 減碼 |
| Pacer Advisors, Inc. | 19,504 | $80.5 萬 | 0.00% | −231−1.2% | 減碼 |
| Clearstead Advisors, LLC | 19,421 | $80.2 萬 | 0.01% | −352−1.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 18,957 | $78.2 萬 | 0.03% | −154,639−89.1% | 減碼 |
| Capstone Investment Advisors, LLC | 18,863 | $77.8 萬 | 0.01% | +18,863 | 新進 |
| Blair William & Co | 18,301 | $75.5 萬 | 0.00% | +1,062+6.2% | 加碼 |
| Summit Trail Advisors, LLC | 18,179 | $75.0 萬 | 0.01% | −4,230−18.9% | 減碼 |
| nVerses Capital, LLC | 18,158 | $74.9 萬 | 0.68% | +18,158 | 新進 |
| Evelyn Partners Investment Management LLP | 17,596 | $72.6 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 17,040 | $70.3 萬 | 0.01% | +568+3.4% | 加碼 |
| Vontobel Holding Ltd. | 16,625 | $68.6 萬 | 0.00% | +16,625 | 新進 |
| Parallel Advisors, LLC | 16,522 | $68.2 萬 | 0.01% | −8,096−32.9% | 減碼 |
| State of Alaska, Department of Revenue | 16,493 | $68.0 萬 | 0.01% | 00.0% | 不變 |
| Allstate Corp | 15,896 | $65.6 萬 | 0.01% | +15,896 | 新進 |
| Pitcairn Wealth Advisors LLC | 10,499 | $65.1 萬 | 0.06% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 15,333 | $63.3 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 13,455 | $63.3 萬 | 0.01% | +5,421+67.5% | 加碼 |
| Ossiam | 15,259 | $63.0 萬 | 0.01% | +15,259 | 新進 |
| Harbor Advisors LLC | 15,000 | $61.9 萬 | 0.09% | 00.0% | 不變 |
| Bull Harbor Capital LLC | 14,911 | $61.5 萬 | 0.16% | +14,911 | 新進 |
| Fisher Asset Management, LLC | 14,807 | $61.1 萬 | 0.00% | −2,100,509−99.3% | 減碼 |
| Equitable Trust Co | 14,710 | $60.7 萬 | 0.03% | +4,345+41.9% | 加碼 |
| Ofi Invest Asset Management | 16,786 | $60.1 萬 | 0.01% | +830+5.2% | 加碼 |
| Centennial Bank | 14,534 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 14,411 | $59.5 萬 | 0.07% | +44+0.3% | 加碼 |
| Quadrant Capital Group LLC | 14,332 | $59.1 萬 | 0.02% | −1,882−11.6% | 減碼 |
| Laurion Capital Management LP | 14,180 | $58.5 萬 | 0.05% | 00.0% | 不變 |
| Ancora Advisors, LLC | 14,094 | $58.2 萬 | 0.01% | +84+0.6% | 加碼 |
| Voleon Capital Management LP | 13,990 | $57.7 萬 | 0.01% | −2,627−15.8% | 減碼 |
| Polymer Capital Management (US) LLC | 13,756 | $56.8 萬 | 0.08% | +13,756 | 新進 |
| Natixis Advisors, L.P. | 13,577 | $56.0 萬 | 0.00% | −15,501−53.3% | 減碼 |
| National Bank of Canada | 13,101 | $54.1 萬 | 0.00% | −40−0.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 13,006 | $53.7 萬 | 0.00% | −40.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 12,896 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 12,543 | $51.9 萬 | 0.00% | −7,140,295−99.8% | 減碼 |
| Securian Asset Management, Inc | 12,188 | $50.3 萬 | 0.02% | +162+1.3% | 加碼 |
| Evercore Wealth Management, LLC | 11,963 | $49.4 萬 | 0.01% | 00.0% | 不變 |