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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 5,355 | $22.1 萬 | 0.02% | +5,355 | 新進 |
| Kingsview Wealth Management, LLC | 5,265 | $21.7 萬 | 0.00% | −108−2.0% | 減碼 |
| Armis Advisers, LLC | 4,067 | $21.7 萬 | 0.02% | +4,067 | 新進 |
| Carret Asset Management, LLC | 5,220 | $21.5 萬 | 0.02% | +1,785+52.0% | 加碼 |
| Evoke Wealth, LLC | 5,210 | $21.5 萬 | 0.00% | +5,210 | 新進 |
| Fifth Third Wealth Advisors LLC | 5,161 | $21.3 萬 | 0.01% | −181−3.4% | 減碼 |
| Panagora Asset Management Inc | 5,157 | $21.3 萬 | 0.00% | +55+1.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,039 | $20.8 萬 | 0.01% | +835+19.9% | 加碼 |
| Banque Pictet & Cie SA | 4,914 | $20.3 萬 | 0.00% | −8,849−64.3% | 減碼 |
| Atomi Financial Group, Inc. | 4,883 | $20.2 萬 | 0.01% | −2,207−31.1% | 減碼 |
| Essex Financial Services, Inc. | 4,855 | $20.0 萬 | 0.01% | +182+3.9% | 加碼 |
| Rockefeller Capital Management L.P. | 4,737 | $19.6 萬 | 0.00% | +480+11.3% | 加碼 |
| Vestor Capital, LLC | 4,646 | $19.2 萬 | 0.01% | +3,827+467.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,462 | $18.4 萬 | 0.01% | +499+12.6% | 加碼 |
| Sterling Capital Management LLC | 4,150 | $17.1 萬 | 0.00% | −2,963−41.7% | 減碼 |
| Creative Financial Designs Inc | 3,915 | $16.2 萬 | 0.01% | +477+13.9% | 加碼 |
| Quent Capital, LLC | 3,838 | $15.8 萬 | 0.01% | −2,156−36.0% | 減碼 |
| Signaturefd, LLC | 3,834 | $15.8 萬 | 0.00% | −1,155−23.2% | 減碼 |
| IFP Advisors, Inc | 3,711 | $15.3 萬 | 0.00% | +1,007+37.2% | 加碼 |
| STRS Ohio | 3,662 | $15.1 萬 | 0.00% | −6−0.2% | 減碼 |
| Hantz Financial Services, Inc. | 3,648 | $15.1 萬 | 0.00% | +707+24.0% | 加碼 |
| OP Asset Management Ltd | 3,610 | $14.9 萬 | 0.00% | +3,610 | 新進 |
| Quarry LP | 3,482 | $14.4 萬 | 0.03% | +3,482 | 新進 |
| International Assets Investment Management, LLC | 3,400 | $14.1 萬 | 0.01% | +3,400 | 新進 |
| SRS Capital Advisors, Inc. | 3,292 | $14.0 萬 | 0.00% | −1,254−27.6% | 減碼 |
| RWM Asset Management, LLC | 3,183 | $13.1 萬 | 0.01% | +3,183 | 新進 |
| Simplex Trading, LLC | 3,142 | $13.0 萬 | 0.00% | +3,142 | 新進 |
| Ronald Blue Trust, Inc. | 3,101 | $12.8 萬 | 0.00% | −186−5.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,900 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,887 | $11.9 萬 | 0.00% | +664+29.9% | 加碼 |
| Storebrand Asset Management AS | 2,813 | $11.6 萬 | 0.00% | −7,832−73.6% | 減碼 |
| Old Point Trust & Financial Services N A | 2,592 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,570 | $10.6 萬 | 0.00% | +1,050+69.1% | 加碼 |
| Centiva Capital, LP | 2,442 | $10.1 萬 | 0.00% | +2,442 | 新進 |
| TIAA Wealth Investment Management LLC | 2,287 | $9.44 萬 | 0.00% | +2,287 | 新進 |
| Private Wealth Asset Management, LLC | 2,040 | $8.42 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,034 | $8.39 萬 | 0.00% | +250+14.0% | 加碼 |
| Larson Financial Group LLC | 1,789 | $7.38 萬 | 0.00% | +1,428+395.6% | 加碼 |
| Geneos Wealth Management Inc. | 1,632 | $6.73 萬 | 0.00% | +1+0.1% | 加碼 |
| Tripletail Wealth Management, LLC | 1,520 | $6.33 萬 | 0.09% | +380+33.3% | 加碼 |
| HM Payson & Co | 1,500 | $6.19 萬 | 0.00% | −788−34.4% | 減碼 |
| VSM Wealth Advisory, LLC | 1,488 | $6.14 萬 | 0.02% | −222−13.0% | 減碼 |
| Essential Partners LLC | 1,473 | $6.08 萬 | 0.02% | −3,295−69.1% | 減碼 |
| Oakworth Capital, Inc. | 1,431 | $5.91 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 1,388 | $5.73 萬 | 0.01% | −1,190−46.2% | 減碼 |
| Jones Financial Companies LLLP | 1,390 | $5.54 萬 | 0.00% | −19−1.3% | 減碼 |
| True Wealth Design, LLC | 1,336 | $5.51 萬 | 0.02% | +600+81.5% | 加碼 |
| Glen Eagle Advisors, LLC | 1,276 | $5.26 萬 | 0.01% | −176−12.1% | 減碼 |
| Albion Financial Group | 1,260 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,152 | $4.75 萬 | 0.00% | −35−2.9% | 減碼 |
| Bessemer Group Inc | 1,031 | $4.20 萬 | 0.00% | +25+2.5% | 加碼 |
| Advisors Preferred, LLC | 1,000 | $4.13 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 932 | $3.85 萬 | 0.00% | 00.0% | 不變 |
| Purpose Unlimited Inc. | 850 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 835 | $3.45 萬 | 0.00% | −1,269−60.3% | 減碼 |
| Smartleaf Asset Management LLC | 849 | $3.37 萬 | 0.00% | −481−36.2% | 減碼 |
| Basecamp Wealth Advisors LLC | 796 | $3.29 萬 | 0.01% | +692+665.4% | 加碼 |
| High Note Wealth, LLC | 770 | $3.18 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 683 | $2.82 萬 | 0.01% | +321+88.7% | 加碼 |
| Los Angeles Capital Management LLC | 682 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 679 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 554 | $2.29 萬 | 0.03% | +554 | 新進 |
| Chilton Capital Management LLC | 550 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 474 | $1.96 萬 | 0.00% | −659−58.2% | 減碼 |
| Parkside Financial Bank & Trust | 469 | $1.94 萬 | 0.00% | −203−30.2% | 減碼 |
| Smithfield Trust Co | 439 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 433 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 421 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 417 | $1.70 萬 | 0.01% | −1,763−80.9% | 減碼 |
| Huntington National Bank | 398 | $1.64 萬 | 0.00% | −809−67.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 395 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 377 | $1.56 萬 | 0.00% | −2,875−88.4% | 減碼 |
| Wilkerson Advisory Group LLC | 373 | $1.54 萬 | 0.01% | −7,285−95.1% | 減碼 |
| Eurizon Capital SGR S.p.A. | 365 | $1.45 萬 | 0.00% | +365 | 新進 |
| Peregrine Capital Management LLC | 340 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 334 | $1.38 萬 | 0.00% | −106−24.1% | 減碼 |
| GHP Investment Advisors, Inc. | 328 | $1.35 萬 | 0.00% | +8+2.5% | 加碼 |
| CX Institutional | 308 | $1.30 萬 | 0.00% | +308 | 新進 |
| LRI Investments, LLC | 307 | $1.27 萬 | 0.00% | +126+69.6% | 加碼 |
| First Horizon Corp | 288 | $1.19 萬 | 0.00% | −334−53.7% | 減碼 |
| JFS Wealth Advisors, LLC | 254 | $1.05 萬 | 0.00% | +8+3.3% | 加碼 |
| Owl Creek Wealth Partners LLC | 252 | $1.04 萬 | 0.00% | +252 | 新進 |
| Essential Investment Partners LLC | 250 | $1.03 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 240 | $9,905 | 0.00% | 00.0% | 不變 |
| JCIC Asset Management Inc. | 240 | $9,905 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 232 | $9,575 | 0.00% | −1,634−87.6% | 減碼 |
| New England Capital Financial Advisors LLC | 206 | $8,500 | 0.00% | +2+1.0% | 加碼 |
| Whittier Trust Co | 201 | $8,440 | 0.00% | −500−71.3% | 減碼 |
| Danske Bank A/S | 200 | $8,254 | 0.00% | −1,700−89.5% | 減碼 |
| TSFG, LLC | 205 | $8,000 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 173 | $7,140 | 0.00% | +34+24.5% | 加碼 |
| SBI Securities Co., Ltd. | 172 | $7,098 | 0.00% | +145+537.0% | 加碼 |
| JPL Wealth Management, LLC | 163 | $6,728 | 0.00% | +163 | 新進 |
| Central Trust Co | 160 | $6,604 | 0.00% | −110−40.7% | 減碼 |
| Rossby Financial, LCC | 150 | $6,204 | 0.00% | +74+97.4% | 加碼 |
| Keating Financial Advisory Services, Inc. | 150 | $6,191 | 0.00% | −35−18.9% | 減碼 |
| Farmers & Merchants Investments Inc | 146 | $6,025 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 139 | $5,737 | 0.00% | −371−72.7% | 減碼 |
| Country Trust Bank | 132 | $5,448 | 0.00% | +56+73.7% | 加碼 |
| Activest Wealth Management | 126 | $5,200 | 0.00% | −185−59.5% | 減碼 |