JEF
Jefferies Financial Group Inc.
+0.78 (+1.65%)48.13USD786K成交股數9.8B市值16.3本益比(近四季)1.6股價營收比+36.5%營收年增(近四季)2026-09-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 2 · 643M · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 1.3B · 51.90 |
| 近 180 天 淨額 | 1.3B |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-28 | 08-28 | Ellis-Kirk Matrice | Director | A 獲配股票 | 165 | 53.09 | 9K | 32.1K | SEC |
| 2026-08-28 | 08-28 | Larson Matthew Scott | EVP, CFO | A 獲配股票 | 746 | 53.09 | 40K | 99.8K | SEC |
| 2026-08-28 | 08-28 | FRIEDMAN BRIAN P | President | A 獲配股票 | 29.0K | 53.09 | 1.5M | 2.0M | SEC |
| 2026-08-28 | 08-28 | HANDLER RICHARD B | CEO | A 獲配股票 | 75.5K | 53.09 | 4.0M | 12.6M | SEC |
| 2026-08-28 | 08-28 | BEYER ROBERT D | Director | A 獲配股票 | 501 | 53.09 | 27K | 113K | SEC |
| 2026-08-28 | 08-28 | Sharp Michael J. | EVP and General Counsel | A 獲配股票 | 746 | 53.09 | 40K | 168K | SEC |
| 2026-08-28 | 08-28 | Weiler Melissa | Director | A 獲配股票 | 165 | 53.09 | 9K | 40.1K | SEC |
| 2026-08-28 | 08-28 | O Kane Michael T | Director | A 獲配股票 | 538 | 53.09 | 29K | 133K | SEC |
| 2026-08-07 | 08-07 | FRIEDMAN BRIAN P | President | G 贈與 | 81.7K | – | – | 2.0M | SEC |
| 2026-07-15 | 08-21 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P 公開市場買進 | 5.9M | 54.86 | 324M | 8.6M | SEC |
| 2026-07-15 | 07-17 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P 公開市場買進 | 5.9M | 53.96 | 319M | 8.6M | SEC |
| 2026-07-10 | 07-13 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M 選擇權執行 | 3.8M | – | – | 40.6M | SEC |
| 2026-07-10 | 07-13 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M 選擇權執行 | 3.8M | – | – | 2.7M | SEC |
| 2026-06-30 | 07-02 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M 選擇權執行 | 27.6M | – | – | 36.8M | SEC |
| 2026-05-29 | 05-29 | HANDLER RICHARD B | CEO | A 獲配股票 | 97.1K | 52.72 | 5.1M | 12.5M | SEC |
| 2026-05-29 | 05-29 | HANDLER RICHARD B | CEO | F 繳稅扣股 | 10.5K | 52.94 | 558K | 12.5M | SEC |
| 2026-05-29 | 05-29 | Larson Matthew Scott | EVP, CFO | A 獲配股票 | 746 | 52.72 | 39K | 99.0K | SEC |
| 2026-05-29 | 05-29 | Weiler Melissa | Director | A 獲配股票 | 165 | 52.72 | 9K | 40.0K | SEC |
| 2026-05-29 | 05-29 | Sharp Michael J. | EVP and General Counsel | A 獲配股票 | 746 | 52.72 | 39K | 168K | SEC |
| 2026-05-29 | 05-29 | BEYER ROBERT D | Director | A 獲配股票 | 501 | 52.72 | 26K | 113K | SEC |
| 2026-05-29 | 05-29 | Ellis-Kirk Matrice | Director | A 獲配股票 | 165 | 52.72 | 9K | 32.0K | SEC |
| 2026-05-29 | 05-29 | FRIEDMAN BRIAN P | President | A 獲配股票 | 29.0K | 52.72 | 1.5M | 2.1M | SEC |
| 2026-05-29 | 05-29 | O Kane Michael T | Director | A 獲配股票 | 538 | 52.72 | 28K | 132K | SEC |
| 2026-05-28 | 05-29 | HANDLER RICHARD B | CEO | D 處分 | 487 | – | – | 12.5M | SEC |
| 2026-05-28 | 05-29 | FRIEDMAN BRIAN P | President | D 處分 | 464 | – | – | 2.1M | SEC |
| 2026-05-23 | 05-26 | HANDLER RICHARD B | CEO | F 繳稅扣股 | 1.4M | 52.43 | 75.5M | 12.5M | SEC |
| 2026-05-06 | 05-08 | FRIEDMAN BRIAN P | President | S 公開市場賣出 | 0 | 51.88 | 13.49 | 2.1M | SEC |
| 2026-05-06 | 05-08 | FRIEDMAN BRIAN P | President | S 公開市場賣出 | 1 | 51.91 | 38.41 | 2.1M | SEC |
| 2026-05-01 | 06-29 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P 公開市場買進 | 6.4M | 54.83 | 353M | 6.4M | SEC |
| 2026-05-01 | 05-04 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P 公開市場買進 | 6.4M | 48.22 | 310M | 6.4M | SEC |
| 2026-04-27 | 04-29 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M 選擇權執行 | 9.2M | – | – | 9.2M | SEC |
| 2026-04-27 | 04-29 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M 選擇權執行 | 9.2M | – | – | 0 | SEC |
| 2026-03-26 | 03-27 | BEYER ROBERT D | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 112K | SEC |
| 2026-03-26 | 03-27 | Adamany Linda | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 84.8K | SEC |
| 2026-03-26 | 03-27 | Weiler Melissa | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 39.8K | SEC |
| 2026-03-26 | 03-27 | JONES THOMAS W | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 76.7K | SEC |
| 2026-03-26 | 03-27 | Katz Jacob M | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 57.3K | SEC |
| 2026-03-26 | 03-27 | Gilmartin MaryAnne | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 57.3K | SEC |
| 2026-03-26 | 03-27 | O Kane Michael T | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 132K | SEC |
| 2026-03-26 | 03-27 | Ellis-Kirk Matrice | Director | A 獲配股票 | 5.5K | 40.28 | 220K | 31.8K | SEC |
| 2026-03-02 | 03-04 | HANDLER RICHARD B | CEO | G 贈與 | 259K | – | – | 13.4M | SEC |
| 2026-03-02 | 03-04 | HANDLER RICHARD B | CEO | G 贈與 | 259K | – | – | 259K | SEC |
| 2026-02-27 | 02-27 | BEYER ROBERT D | Director | A 獲配股票 | 540 | 44.40 | 24K | 107K | SEC |
| 2026-02-27 | 02-27 | Larson Matthew Scott | EVP, CFO | A 獲配股票 | 877 | 44.40 | 39K | 98.3K | SEC |
| 2026-02-27 | 02-27 | FRIEDMAN BRIAN P | President | A 獲配股票 | 34.8K | 44.40 | 1.5M | 3.1M | SEC |
| 2026-02-27 | 02-27 | HANDLER RICHARD B | CEO | A 獲配股票 | 115K | 44.40 | 5.1M | 12.7M | SEC |
| 2026-02-27 | 02-27 | Sharp Michael J. | EVP and General Counsel | A 獲配股票 | 877 | 44.40 | 39K | 167K | SEC |
| 2026-02-27 | 02-27 | Weiler Melissa | Director | A 獲配股票 | 145 | 44.40 | 6K | 34.4K | SEC |
| 2026-02-27 | 02-27 | Ellis-Kirk Matrice | Director | A 獲配股票 | 145 | 44.40 | 6K | 26.4K | SEC |
| 2026-02-27 | 02-27 | O Kane Michael T | Director | A 獲配股票 | 633 | 44.40 | 28K | 126K | SEC |
| 2026-02-09 | 02-11 | HANDLER RICHARD B | CEO | G 贈與 | 81.1K | – | – | 13.6M | SEC |
| 2026-02-09 | 02-11 | HANDLER RICHARD B | CEO | G 贈與 | 81.1K | – | – | 122K | SEC |
| 2026-02-02 | 02-04 | FRIEDMAN BRIAN P | President | G 贈與 | 473K | – | – | 3.0M | SEC |
| 2026-01-14 | 01-16 | HANDLER RICHARD B | CEO | G 贈與 | 2.1K | – | – | 288K | SEC |
| 2026-01-14 | 01-16 | HANDLER RICHARD B | CEO | G 贈與 | 125K | – | – | 3.6K | SEC |
| 2026-01-14 | 01-16 | HANDLER RICHARD B | CEO | G 贈與 | 122K | – | – | 13.5M | SEC |
| 2026-01-07 | 01-09 | HANDLER RICHARD B | CEO | G 贈與 | 130K | – | – | 13.3M | SEC |
| 2026-01-07 | 01-09 | HANDLER RICHARD B | CEO | G 贈與 | 130K | – | – | 203K | SEC |
| 2026-01-02 | 01-02 | FRIEDMAN BRIAN P | President | G 贈與 | 3.0K | – | – | 2.6M | SEC |
| 2026-01-02 | 01-02 | FRIEDMAN BRIAN P | President | A 獲配股票 | 1.8K | – | – | 1.8K | SEC |
| 2026-01-02 | 01-02 | FRIEDMAN BRIAN P | President | G 贈與 | 1.8K | – | – | 2.6M | SEC |
| 2026-01-02 | 01-02 | HANDLER RICHARD B | CEO | G 贈與 | 600 | – | – | 13.5M | SEC |
| 2025-12-16 | 12-18 | FRIEDMAN BRIAN P | President | F 繳稅扣股 | 187K | 61.16 | 11.4M | 2.6M | SEC |
| 2025-12-16 | 12-18 | HANDLER RICHARD B | CEO | F 繳稅扣股 | 219K | 61.16 | 13.4M | 13.5M | SEC |
| 2025-12-16 | 12-18 | HANDLER RICHARD B | CEO | G 贈與 | 622 | – | – | 13.5M | SEC |
| 2025-12-12 | 12-12 | HANDLER RICHARD B | CEO | A 獲配股票 | 128K | – | – | 128K | SEC |
| 2025-12-12 | 12-12 | HANDLER RICHARD B | CEO | D 處分 | 128K | – | – | 13.7M | SEC |
| 2025-12-10 | 12-12 | FRIEDMAN BRIAN P | President | D 處分 | 22.6K | – | – | 2.5M | SEC |
| 2025-12-10 | 12-12 | FRIEDMAN BRIAN P | President | A 獲配股票 | 121K | 61.83 | 7.5M | 2.6M | SEC |
| 2025-12-10 | 12-12 | FRIEDMAN BRIAN P | President | A 獲配股票 | 121K | 61.83 | 7.5M | 2.7M | SEC |
| 2025-12-10 | 12-12 | HANDLER RICHARD B | CEO | A 獲配股票 | 121K | 61.83 | 7.5M | 13.8M | SEC |
| 2025-12-10 | 12-12 | HANDLER RICHARD B | CEO | A 獲配股票 | 121K | 61.83 | 7.5M | 13.7M | SEC |
| 2025-12-10 | 12-12 | HANDLER RICHARD B | CEO | D 處分 | 23.7K | – | – | 13.6M | SEC |
| 2025-11-26 | 11-28 | FRIEDMAN BRIAN P | President | A 獲配股票 | 27.7K | 57.23 | 1.6M | 2.5M | SEC |
| 2025-11-26 | 11-28 | Weiler Melissa | Director | A 獲配股票 | 112 | 57.23 | 6K | 34.2K | SEC |
| 2025-11-26 | 11-28 | Ellis-Kirk Matrice | Director | A 獲配股票 | 112 | 57.23 | 6K | 26.2K | SEC |
| 2025-11-26 | 11-28 | O Kane Michael T | Director | A 獲配股票 | 488 | 57.23 | 28K | 126K | SEC |
| 2025-11-26 | 11-28 | BEYER ROBERT D | Director | A 獲配股票 | 416 | 57.23 | 24K | 106K | SEC |
| 2025-11-26 | 11-28 | Larson Matthew Scott | EVP, CFO | A 獲配股票 | 676 | 57.23 | 39K | 97.4K | SEC |
| 2025-11-26 | 11-28 | Sharp Michael J. | EVP and General Counsel | A 獲配股票 | 676 | 57.23 | 39K | 166K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 16.7M | 835M | −850K (-5%) | 減碼 |
| AQR CAPITAL MANAGEMENT LLC | 8.4M | 421M | +3.1M (+60%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | 355M | −715K (-9%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | 335M | −22.0K (-0%) | 減碼 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | 321M | −2.8M (-30%) | 減碼 |
| STATE STREET CORP | 5.0M | 248M | +71.7K (+1%) | 加碼 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | 233M | 不變 | 持平 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 3.2M | 160M | +380K (+13%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | 149M | −69.7K (-2%) | 減碼 |
| MORGAN STANLEY | 2.9M | 145M | +84.8K (+3%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 2.9M | 143M | +200K (+8%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 2.8M | 139M | +171K (+7%) | 加碼 |
| ALLIANCEBERNSTEIN L.P. | 3.3M | 138M | −444K (-12%) | 減碼 |
| First Pacific Advisors, LP | 2.7M | 135M | +118K (+5%) | 加碼 |
| 挪威主權基金 NORGES BANK | 2.6M | 132M | 新進 | 新進 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.5M | 127M | −2.4M (-49%) | 減碼 |
| BAMCO INC /NY/ | 2.1M | 107M | +612K (+40%) | 加碼 |
| CHECK CAPITAL MANAGEMENT INC/CA | 2.1M | 103M | +1.4M (+203%) | 加碼 |
| Assenagon Asset Management S.A. | 2.1M | 103M | +961K (+88%) | 加碼 |
| JPMORGAN CHASE & CO | 1.9M | 92.2M | −23.2K (-1%) | 減碼 |
| BARCLAYS PLC | 1.6M | 79.8M | −143K (-8%) | 減碼 |
| Freestone Grove Partners LP | 1.6M | 79.5M | +281K (+21%) | 加碼 |
| UBS Group AG | 1.6M | 78.1M | +655K (+72%) | 加碼 |
| NORTHERN TRUST CORP | 1.5M | 73.0M | +7.9K (+1%) | 加碼 |
| Bank of New York Mellon Corp | 1.3M | 67.0M | −64.3K (-5%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 589 +28 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 92 / 64 / 167 / 176 |
| 機構合計持股 · 佔流通股 | 140M · 68.5% |
| 合計季末市值 | 6.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 7.0M |
|---|---|
| 與上期比 | +31.1% |
| 佔流通股數 | 3.41% |
| 日均成交量 | 1.7M |
| 回補天數 | 4.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 7.0M | +31.1% | 3.41% | 1.7M | 4.0 |
| 2026-08-14 | 5.3M | +4.7% | 2.60% | 1.9M | 2.8 |
| 2026-07-31 | 5.1M | +9.1% | 2.49% | 2.0M | 2.6 |
| 2026-07-15 | 4.7M | +4.7% | 2.28% | 1.6M | 2.9 |
| 2026-06-30 | 4.5M | -6.7% | 2.18% | 3.8M | 1.2 |
| 2026-06-15 | 4.8M | +9.9% | 2.33% | 1.6M | 2.9 |
| 2026-05-29 | 4.3M | -3.9% | 2.12% | 1.7M | 2.5 |
| 2026-05-15 | 4.5M | +13.8% | 2.21% | 2.3M | 1.9 |
| 2026-04-30 | 4.0M | -13.4% | 1.94% | 2.0M | 1.9 |
| 2026-04-15 | 4.6M | -3.0% | 2.24% | 2.1M | 2.2 |
| 2026-03-31 | 4.7M | -6.0% | 2.31% | 3.4M | 1.4 |
| 2026-03-13 | 5.0M | +3.4% | 2.46% | 4.6M | 1.1 |
| 2026-02-27 | 4.9M | -3.0% | 2.38% | 4.1M | 1.2 |
| 2026-02-13 | 5.0M | -8.3% | 2.45% | 2.9M | 1.8 |
| 2026-01-30 | 5.5M | +9.5% | 2.67% | 1.5M | 3.7 |
| 2026-01-15 | 5.0M | +27.9% | 2.44% | 2.5M | 2.0 |
| 2025-12-31 | 3.9M | -9.3% | 1.91% | 1.2M | 3.3 |
| 2025-12-15 | 4.3M | -0.8% | 2.10% | 1.8M | 2.4 |
| 2025-11-28 | 4.3M | -6.8% | 2.12% | 1.7M | 2.6 |
| 2025-11-14 | 4.7M | +1.1% | 2.28% | 2.0M | 2.3 |
| 2025-10-31 | 4.6M | -6.7% | 2.25% | 3.3M | 1.4 |
| 2025-10-15 | 4.9M | +10.1% | 2.41% | 4.0M | 1.2 |
| 2025-09-30 | 4.5M | +0.3% | 2.19% | 2.5M | 1.8 |
| 2025-09-15 | 4.5M | +0.8% | 2.18% | 1.2M | 3.7 |
| 2025-08-29 | 4.4M | -10.8% | 2.17% | 1.4M | 3.2 |
| 2025-08-15 | 5.0M | +30.1% | 2.43% | 1.5M | 3.2 |