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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 11,942 | $49.3 萬 | 0.00% | +316+2.7% | 加碼 |
| AlphaGrep UK Ltd | 11,896 | $49.1 萬 | 0.14% | +8,606+261.6% | 加碼 |
| Miller Howard Investments Inc | 11,843 | $48.9 萬 | 0.01% | −16,765−58.6% | 減碼 |
| HB Wealth Management, LLC | 11,767 | $48.6 萬 | 0.00% | +1,689+16.8% | 加碼 |
| DRW Securities, LLC | 11,651 | $48.1 萬 | 0.03% | +11,651 | 新進 |
| Boothbay Fund Management, LLC | 11,638 | $48.0 萬 | 0.01% | +5,005+75.5% | 加碼 |
| Rothschild Investment LLC | 11,503 | $47.5 萬 | 0.02% | +9,208+401.2% | 加碼 |
| Connable Office Inc | 11,200 | $46.2 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 11,152 | $46.0 萬 | 0.00% | −112,872−91.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,112 | $45.9 萬 | 0.01% | −391−3.4% | 減碼 |
| United Capital Financial Advisers, LLC | 10,936 | $45.1 萬 | 0.00% | +721+7.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,233 | $44.8 萬 | 0.00% | +3,496+51.9% | 加碼 |
| Warren Averett Asset Management, LLC | 10,709 | $44.2 萬 | 0.00% | +2,199+25.8% | 加碼 |
| Gateway Investment Advisers LLC | 10,685 | $44.1 萬 | 0.00% | −55,996−84.0% | 減碼 |
| Toroso Investments, LLC | 10,443 | $43.1 萬 | 0.00% | −1,417−11.9% | 減碼 |
| Sylvest Advisors, LLC | 10,356 | $42.7 萬 | 0.23% | +1,176+12.8% | 加碼 |
| KWMG, LLC | 10,178 | $42.0 萬 | 0.04% | −1,061−9.4% | 減碼 |
| Daymark Wealth Partners, LLC | 10,054 | $41.5 萬 | 0.01% | +3,672+57.5% | 加碼 |
| Swiss Life Asset Management Ltd | 10,051 | $41.5 萬 | 0.00% | +2,764+37.9% | 加碼 |
| Parsons Capital Management Inc | 10,000 | $41.3 萬 | 0.02% | −10,000−50.0% | 減碼 |
| Lynx Capital Group Ltd | 10,000 | $41.3 萬 | 0.19% | 00.0% | 不變 |
| Shay Capital LLC | 10,000 | $41.3 萬 | 0.06% | +1,000+11.1% | 加碼 |
| Skopos Labs, Inc. | 9,755 | $40.3 萬 | 0.01% | +2,168+28.6% | 加碼 |
| Brown Financial Advisors | 9,723 | $40.1 萬 | 0.15% | +16+0.2% | 加碼 |
| MML Investors Services, LLC | 9,716 | $40.1 萬 | 0.00% | −10,450−51.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,654 | $39.8 萬 | 0.00% | +234+2.5% | 加碼 |
| Farther Finance Advisors, LLC | 9,610 | $39.7 萬 | 0.00% | −4,548−32.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,462 | $39.0 萬 | 0.05% | +30+0.3% | 加碼 |
| Allianz SE | 9,194 | $37.9 萬 | 0.00% | +9,194 | 新進 |
| Vise Technologies, Inc. | 6,084 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 8,990 | $37.1 萬 | 0.00% | −5,833−39.4% | 減碼 |
| Meeder Advisory Services, Inc. | 8,947 | $36.9 萬 | 0.02% | +568+6.8% | 加碼 |
| Pinnacle Associates Ltd | 8,881 | $36.7 萬 | 0.00% | −7,297−45.1% | 減碼 |
| William Blair Investment Management, LLC | 8,835 | $36.5 萬 | 0.00% | +8,835 | 新進 |
| Western Wealth Management, LLC | 8,667 | $35.8 萬 | 0.01% | +8,667 | 新進 |
| Yelin Lapidot Holdings Management Ltd. | 8,652 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| M&T Bank Corp | 8,579 | $35.4 萬 | 0.00% | −2,251−20.8% | 減碼 |
| Umb Bank N A | 8,361 | $34.5 萬 | 0.00% | −1,096−11.6% | 減碼 |
| Teacher Retirement System of Texas | 8,308 | $34.3 萬 | 0.00% | +3,190+62.3% | 加碼 |
| Maryland State Retirement & Pension System | 8,158 | $33.7 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 8,141 | $33.6 萬 | 0.02% | +5,710+234.9% | 加碼 |
| Utah Retirement Systems | 8,093 | $33.4 萬 | 0.00% | −17,174−68.0% | 減碼 |
| Arnhold LLC | 8,000 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 7,947 | $32.8 萬 | 0.12% | −40−0.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 7,864 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Sentinus, LLC | 7,733 | $31.9 萬 | 0.03% | +2,915+60.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 7,701 | $31.8 萬 | 0.01% | −1,556−16.8% | 減碼 |
| Baker Avenue Asset Management, LP | 7,662 | $31.6 萬 | 0.01% | +7,662 | 新進 |
| Lido Advisors, LLC | 7,656 | $31.6 萬 | 0.00% | +7,656 | 新進 |
| Alteri Wealth LLC | 7,576 | $31.3 萬 | 0.10% | +8+0.1% | 加碼 |
| Crewe Advisors LLC | 7,546 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,521 | $31.0 萬 | 0.01% | −79−1.0% | 減碼 |
| Frec Markets, Inc. | 7,515 | $31.0 萬 | 0.05% | +7,515 | 新進 |
| Boston Trust Walden Corp | 7,500 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 7,419 | $30.6 萬 | 0.00% | +7,419 | 新進 |
| Copley Financial Group, Inc. | 7,335 | $30.3 萬 | 0.18% | −425−5.5% | 減碼 |
| MAI Capital Management | 7,291 | $30.1 萬 | 0.00% | +7,046+2,875.9% | 加碼 |
| Calamos Advisors LLC | 7,284 | $30.1 萬 | 0.00% | +7,284 | 新進 |
| Calamos Wealth Management LLC | 7,284 | $30.1 萬 | 0.01% | +7,284 | 新進 |
| Waddell & Associates, LLC | 7,231 | $29.8 萬 | 0.02% | +1,650+29.6% | 加碼 |
| Stokes Family Office, LLC | 7,171 | $29.6 萬 | 0.03% | +7,171 | 新進 |
| Advisory Services Network, LLC | 7,061 | $29.1 萬 | 0.00% | +1,186+20.2% | 加碼 |
| Cooper Financial Group | 6,932 | $28.6 萬 | 0.03% | +62+0.9% | 加碼 |
| Farringdon Capital, Ltd. | 6,919 | $28.6 萬 | 0.06% | +6,919 | 新進 |
| Blackstone Group Inc. | 6,833 | $28.2 萬 | 0.00% | +6,833 | 新進 |
| R Squared Ltd | 6,799 | $28.1 萬 | 0.15% | +1,372+25.3% | 加碼 |
| Shelton Wealth Management, LLC | 6,797 | $28.1 萬 | 0.12% | −16,281−70.5% | 減碼 |
| Bridgefront Capital, LLC | 6,737 | $27.8 萬 | 0.07% | +667+11.0% | 加碼 |
| Hamilton Capital Partners Inc. | 6,732 | $27.8 萬 | 0.01% | +2,155+47.1% | 加碼 |
| CIBC Asset Management Inc | 6,649 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 6,632 | $27.4 萬 | 0.00% | +14+0.2% | 加碼 |
| Janney Montgomery Scott LLC | 6,589 | $27.2 萬 | 0.00% | +958+17.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 6,545 | $27.0 萬 | 0.00% | +438+7.2% | 加碼 |
| Vident Advisory, LLC | 6,528 | $26.9 萬 | 0.00% | −116−1.7% | 減碼 |
| BFSG, LLC | 6,525 | $26.9 萬 | 0.03% | +975+17.6% | 加碼 |
| VestGen Advisors, LLC | 5,024 | $26.4 萬 | 0.01% | −11,571−69.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 6,350 | $26.2 萬 | 0.01% | +6,350 | 新進 |
| Maple Capital Management, Inc. | 6,316 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 6,308 | $26.0 萬 | 0.00% | +1,179+23.0% | 加碼 |
| Delta Investment Management, LLC | 6,184 | $25.5 萬 | 0.05% | +1,700+37.9% | 加碼 |
| Verition Fund Management LLC | 6,172 | $25.5 萬 | 0.00% | −22,143−78.2% | 減碼 |
| Machina Capital S.A.S. | 6,114 | $25.2 萬 | 0.05% | +6,114 | 新進 |
| Kera Capital Partners, Inc. | 6,076 | $25.1 萬 | 0.03% | +6,076 | 新進 |
| Aspiriant, LLC | 6,073 | $25.1 萬 | 0.01% | −76−1.2% | 減碼 |
| Greenleaf Trust | 6,025 | $24.9 萬 | 0.00% | −24−0.4% | 減碼 |
| Ethic Inc. | 6,015 | $24.8 萬 | 0.00% | −1,823−23.3% | 減碼 |
| Searle & Co. | 6,000 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 6,000 | $24.8 萬 | 0.07% | +6,000 | 新進 |
| PFG Investments, LLC | 5,969 | $24.6 萬 | 0.01% | +7+0.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 6,444 | $24.6 萬 | 0.00% | +6,444 | 新進 |
| First National Bank of Omaha | 6,200 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Hutchinson | 5,911 | $24.4 萬 | 0.16% | +5,911 | 新進 |
| Caerus Investment Advisors, LLC | 5,906 | $24.4 萬 | 0.10% | −559−8.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,859 | $24.2 萬 | 0.00% | +3,337+132.3% | 加碼 |
| Truist Financial Corp | 5,820 | $24.0 萬 | 0.00% | −3,444−37.2% | 減碼 |
| Whitener Capital Management, Inc. | 5,815 | $24.0 萬 | 0.05% | +200+3.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,457 | $22.5 萬 | 0.01% | −2,053−27.3% | 減碼 |
| Shelton Capital Management | 5,447 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| M.E. Allison & Co., Inc. | 5,400 | $22.3 萬 | 0.15% | 00.0% | 不變 |
| MKT Advisors LLC | 5,275 | $22.2 萬 | 0.07% | 00.0% | 不變 |