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 2 季 13F 持有人
Jefferies Financial Group Inc. 在 2026/6/30 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
- 590
- 較 2026 年第 1 季 +33 家
- 持有股數
- 1.37 億
- 較 2026 年第 1 季 −342.1 萬 (−2.4%)
- 總市值
- $68.3 億
- 較 2026 年第 1 季 +$9.55 億 (+16.2%)
- 新進機構
- 92
- 另有 196 家加碼
- 清倉機構
- 59
- 另有 202 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 13,341 | $66.7 萬 | 0.20% | +13,341 | 新進 |
| Ancora Advisors, LLC | 13,425 | $67.1 萬 | 0.01% | −669−4.7% | 減碼 |
| Counterpoint Mutual Funds LLC | 14,282 | $71.4 萬 | 0.07% | −7,452−34.3% | 減碼 |
| Centennial Bank | 14,389 | $71.9 萬 | 0.23% | −145−1.0% | 減碼 |
| Quadrant Capital Group LLC | 14,401 | $72.0 萬 | 0.02% | +69+0.5% | 加碼 |
| Catalyst Financial Partners LLC | 14,423 | $72.1 萬 | 0.07% | +12+0.1% | 加碼 |
| Vinva Investment Management Ltd | 10,295 | $73.0 萬 | 0.00% | −9,676−48.5% | 減碼 |
| Laurion Capital Management LP | 14,738 | $73.7 萬 | 0.05% | +558+3.9% | 加碼 |
| Envestnet Asset Management Inc | 14,876 | $74.4 萬 | 0.00% | +3,724+33.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 14,988 | $74.9 萬 | 0.00% | −5,180−25.7% | 減碼 |
| Harbor Advisors LLC | 15,000 | $75.0 萬 | 0.09% | 00.0% | 不變 |
| Allstate Corp | 15,154 | $75.7 萬 | 0.01% | −742−4.7% | 減碼 |
| Lido Advisors, LLC | 15,185 | $75.9 萬 | 0.00% | +7,529+98.3% | 加碼 |
| Jefferies Financial Group Inc. | 15,333 | $76.6 萬 | 0.01% | 00.0% | 不變 |
| Waddell & Associates, LLC | 15,558 | $77.8 萬 | 0.04% | +8,327+115.2% | 加碼 |
| Teacher Retirement System of Texas | 15,664 | $78.3 萬 | 0.00% | +7,356+88.5% | 加碼 |
| State of Alaska, Department of Revenue | 16,025 | $80.0 萬 | 0.01% | −468−2.8% | 減碼 |
| Krilogy Financial LLC | 16,016 | $80.0 萬 | 0.02% | +16,016 | 新進 |
| Tower Research Capital LLC (TRC) | 16,531 | $82.6 萬 | 0.02% | +11,074+202.9% | 加碼 |
| Winton Group Ltd | 16,770 | $83.8 萬 | 0.03% | −9,933−37.2% | 減碼 |
| Commonwealth Equity Services, LLC | 16,800 | $84.0 萬 | 0.00% | −3,715−18.1% | 減碼 |
| Canada Pension Plan Investment Board | 17,000 | $85.0 萬 | 0.00% | −42,400−71.4% | 減碼 |
| Lecap Asset Management Ltd | 17,025 | $85.1 萬 | 0.36% | +17,025 | 新進 |
| M&T Bank Corp | 17,257 | $86.3 萬 | 0.00% | +8,678+101.2% | 加碼 |
| EntryPoint Capital, LLC | 17,290 | $86.4 萬 | 0.21% | −18,121−51.2% | 減碼 |
| Natixis Advisors, L.P. | 17,672 | $88.3 萬 | 0.00% | +4,095+30.2% | 加碼 |
| Clearstead Advisors, LLC | 17,784 | $88.9 萬 | 0.01% | −1,637−8.4% | 減碼 |
| Mirabella Financial Services LLP | 17,790 | $88.9 萬 | 0.09% | +17,790 | 新進 |
| Citadel Investment Advisory, Inc. | 19,080 | $95.4 萬 | 0.43% | +600+3.2% | 加碼 |
| Marshall Wace, LLP | 19,196 | $95.9 萬 | 0.00% | −545,469−96.6% | 減碼 |
| MAI Capital Management | 19,377 | $96.8 萬 | 0.00% | +12,086+165.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 19,400 | $97.0 萬 | 0.00% | −32,400−62.5% | 減碼 |
| Integrated Wealth Concepts LLC | 19,453 | $97.2 萬 | 0.01% | −2,936−13.1% | 減碼 |
| Bull Harbor Capital LLC | 19,489 | $97.4 萬 | 0.19% | +4,578+30.7% | 加碼 |
| Vise Technologies, Inc. | 19,892 | $99.4 萬 | 0.01% | +13,808+227.0% | 加碼 |
| Joel Isaacson & Co., LLC | 19,915 | $99.5 萬 | 0.03% | +37+0.2% | 加碼 |
| Bank of Montreal | 20,077 | $100.3 萬 | 0.00% | +80+0.4% | 加碼 |
| Xponance, Inc. | 20,215 | $101.0 萬 | 0.01% | −3,894−16.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 20,238 | $101.1 萬 | 0.00% | +13,693+209.2% | 加碼 |
| JustInvest LLC | 20,425 | $102.1 萬 | 0.01% | +300+1.5% | 加碼 |
| Caption Management, LLC | 20,507 | $102.5 萬 | 0.04% | +20,507 | 新進 |
| Tiaa-Cref Individual & Institutional Services, LLC | 20,832 | $104.1 萬 | 0.00% | 00.0% | 不變 |
| Friedenthal Financial | 20,859 | $104.3 萬 | 0.48% | +20,859 | 新進 |
| Gotham Asset Management, LLC | 20,891 | $104.4 萬 | 0.00% | −490−2.3% | 減碼 |
| Bridgefront Capital, LLC | 20,896 | $104.4 萬 | 0.28% | +14,159+210.2% | 加碼 |
| HB Wealth Management, LLC | 20,962 | $104.8 萬 | 0.01% | +9,195+78.1% | 加碼 |
| New York Life Investment Management LLC | 21,353 | $106.7 萬 | 0.01% | +1,083+5.3% | 加碼 |
| Summit Trail Advisors, LLC | 21,356 | $106.7 萬 | 0.01% | +3,177+17.5% | 加碼 |
| Summit Financial, LLC | 21,511 | $107.5 萬 | 0.01% | −40.0% | 減碼 |
| CWM Advisors, LLC | 21,712 | $108.5 萬 | 0.04% | +21,712 | 新進 |
| NBC Securities, Inc. | 21,922 | $109.6 萬 | 0.07% | +70.0% | 加碼 |
| Park Avenue Securities LLC | 22,324 | $111.6 萬 | 0.01% | −24−0.1% | 減碼 |
| Mackenzie Financial Corp | 23,530 | $117.6 萬 | 0.00% | +23,530 | 新進 |
| Modera Wealth Management, LLC | 23,877 | $119.3 萬 | 0.01% | −1,808−7.0% | 減碼 |
| Cresset Asset Management, LLC | 23,976 | $119.8 萬 | 0.00% | −953−3.8% | 減碼 |
| Pictet Asset Management Holding SA | 24,037 | $120.1 萬 | 0.00% | −922−3.7% | 減碼 |
| Pacer Advisors, Inc. | 24,237 | $121.1 萬 | 0.00% | +4,733+24.3% | 加碼 |
| Blair William & Co | 24,489 | $122.4 萬 | 0.00% | +6,188+33.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 24,864 | $124.3 萬 | 0.01% | −4,200−14.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 25,000 | $125.0 萬 | 0.11% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 25,058 | $125.8 萬 | 0.00% | +140+0.6% | 加碼 |
| Rose Capital Advisors LLC | 25,657 | $128.2 萬 | 0.69% | +25,657 | 新進 |
| Round Hill Asset Management | 25,808 | $129.0 萬 | 0.81% | −100−0.4% | 減碼 |
| Ossiam | 25,853 | $129.2 萬 | 0.02% | +10,594+69.4% | 加碼 |
| Virginia Retirement Systems Et Al | 26,000 | $129.9 萬 | 0.01% | −5,850−18.4% | 減碼 |
| Victory Capital Management Inc | 26,263 | $131.3 萬 | 0.00% | −54,685−67.6% | 減碼 |
| Buckingham Strategic Partners | 26,583 | $132.9 萬 | 0.01% | −273−1.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 25,315 | $133.7 萬 | 0.03% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 27,050 | $135.2 萬 | 0.05% | −9,500−26.0% | 減碼 |
| Prudential Financial Inc | 27,238 | $136.1 萬 | 0.00% | −62,165−69.5% | 減碼 |
| Mattson Financial Services, LLC | 24,758 | $138.1 萬 | 0.29% | +533+2.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 27,900 | $139.4 萬 | 0.18% | −1,000−3.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,208 | $141.0 萬 | 0.00% | −49,933−63.9% | 減碼 |
| Dark Forest Capital Management LP | 28,319 | $141.5 萬 | 0.09% | +28,319 | 新進 |
| Endure Capital Management, LLC | 28,828 | $144.1 萬 | 0.94% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 28,889 | $144.4 萬 | 0.09% | −59,696−67.4% | 減碼 |
| Neuberger Berman Group LLC | 29,479 | $147.3 萬 | 0.00% | +7,650+35.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 28,413 | $149.1 萬 | 0.04% | +8,317+41.4% | 加碼 |
| Mizuho Markets Americas LLC | 29,900 | $149.4 萬 | 0.03% | +29,900 | 新進 |
| Stifel Financial Corp | 30,236 | $151.1 萬 | 0.00% | −3,092−9.3% | 減碼 |
| Havemeyer Place LP | 31,190 | $155.9 萬 | 0.15% | −12,098−27.9% | 減碼 |
| Intrinsic Value Partners, LLC | 31,781 | $158.8 萬 | 1.09% | 00.0% | 不變 |
| Alessandra Capital Management, LLC | 31,815 | $159.0 萬 | 1.13% | −6,308−16.5% | 減碼 |
| Verition Fund Management LLC | 31,914 | $159.5 萬 | 0.01% | +25,742+417.1% | 加碼 |
| Chicago Partners Investment Group LLC | 29,275 | $162.7 萬 | 0.03% | +15,820+117.6% | 加碼 |
| Rothschild Investment LLC | 32,666 | $163.3 萬 | 0.06% | +21,163+184.0% | 加碼 |
| Advisor Group Holdings, Inc. | 32,988 | $164.9 萬 | 0.00% | +5,714+21.0% | 加碼 |
| New Mexico Educational Retirement Board | 33,119 | $165.5 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 33,756 | $168.7 萬 | 0.00% | +8,089+31.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 33,791 | $168.9 萬 | 0.02% | −100−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 34,264 | $171.2 萬 | 0.02% | +34,264 | 新進 |
| New Age Alpha Advisors, LLC | 34,458 | $172.2 萬 | 0.07% | +34,458 | 新進 |
| Brighton Jones LLC | 34,653 | $173.2 萬 | 0.03% | +13,205+61.6% | 加碼 |
| HighTower Advisors, LLC | 35,158 | $175.7 萬 | 0.00% | −4,555−11.5% | 減碼 |
| Merit Financial Group, LLC | 35,494 | $177.4 萬 | 0.01% | +18,454+108.3% | 加碼 |
| Prana Capital Management, LP | 35,608 | $178.0 萬 | 0.05% | −222,973−86.2% | 減碼 |
| CBOE Vest Financial, LLC | 35,624 | $178.0 萬 | 0.02% | +35,624 | 新進 |
| Intrepid Capital Management Inc | 36,012 | $180.0 萬 | 0.64% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 36,400 | $181.9 萬 | 0.01% | +2,000+5.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 36,788 | $183.9 萬 | 0.02% | −256−0.7% | 減碼 |