Запись по ценной бумаге · архивный квартал
JEF
Jefferies Financial Group Inc. · Financial Services · Financial - Capital Markets
133Отслеживаемые держатели
+4Δ держателей
87.72MАкций в держании
$3.69BОтчётная стоимость
+8Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.1% ·
поток акций -5.6% ·
новые чистые позиции +2.3%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 652.41K | $28.52M | n/a | −1 |
| Q2 2026 | 122 | -7 | 91.23M | $4.53B | +3 | −11 |
| Q1 2026 | 133 | +4 | 87.72M | $3.69B | +8 | −5 |
| Q4 2025 | 129 | 0 | 103.22M | $6.41B | +2 | −1 |
| Q3 2025 | 19 | -2 | 61.70M | $4.04B | n/a | −3 |
| Q2 2025 | 19 | +2 | 48.07M | $2.63B | +3 | −1 |
| Q1 2025 | 14 | 0 | 16.79M | $898.94M | +2 | −2 |
| Q4 2024 | 14 | -2 | 12.56M | $985.04M | +1 | −3 |
| Q3 2024 | 15 | 0 | 10.95M | $674.05M | +1 | −1 |
| Q2 2024 | 15 | n/a | 12.15M | $604.72M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 17.56M | +7.4% | $724.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 6.71M | n/a | $277.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Alliancebernstein L.P. | 3.79M | -32.0% | $234.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 5.28M | +54.8% | $215.75M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 5 | State Street Global Advisors ✦ (пассивный) | 4.89M | +2.8% | $201.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (пассивный) | 3.05M | +3.5% | $125.78M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 2.83M | +1120.1% | $116.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.81M | +11.4% | $116.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 9 | Dimensional Fund Advisors Lp | 2.67M | +2.2% | $110.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | D. E. Shaw & Co. ✦ | 2.62M | +136.4% | $108.02M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 1.91M | -2.8% | $75.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 12 | Barclays Plc | 1.74M | +21.3% | $71.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Bamco Inc /Ny/ | 1.53M | +156.5% | $63.15M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 1.45M | +2.5% | $59.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Bank of New York Mellon Corp | 1.40M | -1.7% | $57.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 16 | Charles Schwab Investment… | 1.23M | +4.8% | $50.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Assenagon Asset Management S.A. | 1.09M | +740.1% | $45.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 1.07M | -39.3% | $44.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Nuveen, LLC | 1.02M | +9.3% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Millennium Management ✦ | 1.02M | +440.4% | $41.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 1.01M | +826.1% | $41.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Squarepoint Ops LLC | 927.05K | +241.4% | $38.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 908.09K | -8.4% | $37.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Jane Street Group, Llc | 868.27K | +1643.5% | $35.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Sei Investments Co | 860.89K | -12.4% | $35.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 860.06K | -44.9% | $35.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 27 | Bank Of America Corp /De/ | 775.99K | -55.0% | $32.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Citadel Advisors ✦ | 690.86K | -53.0% | $28.51M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 29 | Deutsche Bank Ag\ | 644.59K | -32.5% | $26.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 30 | Man Group plc | 620.35K | +272.4% | $25.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Marshall Wace ✦ | 564.66K | -16.8% | $23.30M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 32 | Balyasny Asset Management L.P. | 528.58K | +23.7% | $21.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 524.77K | +308.3% | $21.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 482.27K | -3.7% | $19.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 35 | Berkshire Hathaway ✦ | 433.56K | 0.0% | $17.89M | 0.0% | Held | 8 | SEC ↗ |
| 36 | Rhumbline Advisers | 431.13K | +1.6% | $17.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 403.74K | -1.8% | $16.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 38 | Invesco Ltd. | 399.26K | +14.1% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | Federated Hermes, Inc. | 386.86K | -60.1% | $15.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Principal Financial Group Inc | 369.71K | +1.8% | $15.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Ameriprise Financial Inc | 348.28K | +3.8% | $14.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Loomis Sayles & Co L P | 340.99K | -2.5% | $14.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Susquehanna International Group, Llp | 339.17K | Новый | $14.00M | 0.0% | New | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 330.43K | +16.8% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Captrust Financial Advisors | 318.84K | -8.5% | $13.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Tudor Investment Corp Et Al | 315.30K | +56.1% | $13.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Swiss National Bank | 306.20K | +0.4% | $12.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | California Public Employees… | 266.36K | -5.8% | $10.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 258.35K | -31.9% | $10.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Ensign Peak Advisors, Inc | 248.85K | -4.8% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Connor, Clark & Lunn Investment… | 247.90K | +238.6% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | American Century Companies Inc | 235.32K | +51.8% | $9.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Legal & General Group Plc | 233.65K | -9.6% | $9.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Mercer Global Advisors Inc /Adv | 220.25K | +18.6% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | State Of Wisconsin Investment Board | 219.69K | +29.0% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 208.50K | Новый | $8.60M | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank Of Nova Scotia | 207.45K | Новый | $8.56M | 0.0% | New | 1 | SEC ↗ |
| 58 | Mariner, LLC | 201.22K | +35.1% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Focus Partners Wealth | 194.14K | +6.4% | $8.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | First Manhattan Co. Llc. | 189.90K | -1.9% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | California State Teachers… | 179.42K | +22.3% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | First Trust Advisors Lp | 177.05K | -70.8% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Allianz Asset Management GmbH | 166.37K | +79.8% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | State Board Of Administration Of… | 155.16K | 0.0% | $6.40M | 0.0% | Held | 2 | SEC ↗ |
| 65 | T. Rowe Price ✦ | 149.38K | +11.2% | $6.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 66 | Creative Planning | 143.66K | +64.6% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 132.46K | -32.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 68 | Franklin Resources Inc | 128.12K | +0.1% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 69 | LPL Financial LLC | 125.97K | -61.2% | $5.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 120.33K | +397.9% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Manufacturers Life Insurance… | 119.91K | -2.0% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cwm, Llc | 118.25K | +8.7% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | IMC-Chicago, LLC | 107.36K | +172.9% | $4.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Credit Agricole S A | 105.00K | +133.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Boston Partners | 102.61K | -13.6% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Raymond James Financial Inc | 98.97K | +36.2% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Wealth Enhancement Advisory… | 115.53K | -21.9% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Citigroup Inc | 96.09K | +28.8% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Bnp Paribas Financial Markets | 89.65K | +155.8% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Prudential Financial Inc | 89.40K | +16.5% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Victory Capital Management Inc | 80.95K | -88.4% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | CIBC Bancorp USA Inc. | 78.79K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Universal- Beteiligungs- und… | 78.14K | +16.9% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Arrowstreet Capital ✦ | 72.29K | Новый | $2.98M | 0.0% | New | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 71.41K | -3.7% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 86 | New York State Common Retirement… | 68.04K | -4.0% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Janus Henderson Group Plc | 67.01K | 0.0% | $2.77M | 0.0% | Held | 2 | SEC ↗ |
| 88 | Group One Trading Llc | 65.92K | Новый | $2.72M | 0.1% | New | 1 | SEC ↗ |
| 89 | Cetera Investment Advisers | 63.09K | +20.0% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Royal Bank Of Canada | 59.78K | -56.0% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 91 | Canada Pension Plan Investment Board | 59.40K | +773.5% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Zurcher Kantonalbank (Zurich… | 59.16K | +22.6% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Fifth Third Bancorp | 53.12K | +1953.9% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Voya Investment Management Llc | 48.27K | -16.8% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Mitsubishi UFJ Trust & Banking Corp | 47.81K | +70.2% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Amundi | 47.68K | -56.2% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Caisse De Depot Et Placement Du… | 45.37K | 0.0% | $1.87M | 0.0% | Held | 2 | SEC ↗ |
| 98 | Peak6 Llc | 42.48K | -87.5% | $1.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 39.71K | +7.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Corient Private Wealth LP | 39.07K | -56.7% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $14.00M | 0.0% |
| Point72 Asset Management | $8.60M | 0.0% |
| Bank Of Nova Scotia | $8.56M | 0.0% |
| Arrowstreet Capital | $2.98M | 0.0% |
| Group One Trading Llc | $2.72M | 0.1% |
Закрыто
| Alyeska Investment Group, L.P. | $246.17M | составлял 0.7% |
| Norges Bank | $145.58M | составлял 0.0% |
| Walleye Trading LLC | $2.48M | составлял 0.0% |
| Lazard Asset Management Llc | $206,794 | составлял 0.0% |
| Toronto Dominion Bank | $192 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 549 держатели, 138.87M акции, $5.72B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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