JEF Jefferies Financial Group Inc. Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$54,16
Harga · Agu 19, 2026
Fundamental per Jul 9, 2026
Rentang 52M
$36–$71
52% of range
Peringkat Analis
BUY
10 analysts
Target Harga
$62
+14% upside
P/E (TTM)
20.3
ROE
6.6%
Margin Laba Bersih
6.3%

JEF Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$54.16
Kapitalisasi Pasar
—
P/E (TTM)
20.3
EPS (TTM)
$2.83
Pendapatan (TTM)
$10.82B
Imbal Hasil Dividen
—
ROE
6.6%
D/E Utang/Ekuitas
0.2
Rentang 52M
$36 – $71

JEF Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $10.82B
9-point trend, +114.4%
2017-12-31 → 2025-11-30
EPS $2.83
10-point trend, +73.6%
2017-11-30 → 2025-11-30
Arus Kas Bebas $-1.70B
4-point trend, -207.7%
2022-11-30 → 2025-11-30
Margin 6.3%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
JEF
Median Rekan
P/E (TTM)
5-point trend, +247.0%
20.3
18.4

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
JEF
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -65.8%
6.3%
10.8%
ROA
5-point trend, -67.0%
0.97%
2.4%
ROE
5-point trend, -60.6%
6.6%
18.5%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
JEF
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, +695.7%
0.2
—

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
JEF
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +21.0%
2.9%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +21.0%
14.8%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +21.0%
9.5%
—
EPS YoY
5-point trend, -53.8%
-5.3%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, -59.3%
-4.7%
—

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
JEF
Median Rekan
EPS (Diluted)
5-point trend, -53.8%
$2.83
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
JEF
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +310.6%
54.9%
—

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
—
Rasio Pembayaran Dividen
54.9%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
18 Mei 2026$0,4000
17 Feb. 2026$0,4000
17 Nov. 2025$0,4000
18 Agu 2025$0,4000
19 Mei 2025$0,4000
14 Feb. 2025$0,4000
18 Nov. 2024$0,3500
19 Agu 2024$0,3500
17 Mei 2024$0,3000
15 Feb. 2024$0,3000
10 Nov. 2023$0,3000
11 Agu 2023$0,3000
12 Mei 2023$0,3000
10 Feb. 2023$0,3000
10 Nov. 2022$0,2868
12 Agu 2022$0,2868
13 Mei 2022$0,2868
11 Feb. 2022$0,2868
12 Nov. 2021$0,2390
13 Agu 2021$0,2390

JEF Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 10 analis
  • Beli Kuat 2 20,0%
  • Beli 4 40,0%
  • Tahan 4 40,0%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

6 analis · 2026-08-18
Target median $62.50 +15,4%
Target rata-rata $61.50 +13,6%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
-0.05%
Laporan Berikutnya
Sep 28, 2026
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $1.02 $1.17 -0.15%
31 Maret 2026 $0.70 $0.97 -0.27%
31 Des. 2025 $0.96 $0.95 0.01%
30 Sep. 2025 $1.01 $0.81 0.20%
30 Juni 2025 $0.40 $0.44 -0.04%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
JEF — 20.3 2.9% 6.3% 6.6% —
IBKR — 29.0 23.4% — — —
HOOD $101.94B 55.2 51.6% 42.1% 21.9% —
RJF $34.20B 16.8 6.6% 13.4% 17.7% —
LPLA — 32.7 37.2% 5.1% 16.6% —
SF — 14.2 6.7% 10.8% 11.7% —
EVR — 24.2 29.5% 15.3% 31.7% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —
HLI — 23.1 9.6% 16.3% 18.6% —
VIRT — 6.5 26.2% 12.9% 58.4% —
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 14
Data Laporan Laba Rugi Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -12.3% $10.82B $10.52B $7.44B $7.15B $8.95B $6.88B $5.36B $5.01B $5.05B $10.88B $11.68B $12.33B
Cost of Revenue 12-point trend, -97.6% $191M $206M $29M $441M $471M $339M $320M $307M $281M $6.85B $7.68B $8.02B
SG&A Expense 8-point trend, -100.0% · · · · $0 $0 $1.01B $961M $778M $832M $758M $796M
Operating Expenses 8-point trend, -48.1% · · · · $5.84B $4.87B $3.62B $3.52B $3.40B $9.90B $10.64B $11.24B
Interest Expense 10-point trend, +2166.5% · · $2.74B $1.17B $932M $1.03B $87M $89M $101M $109M $116M $121M
Interest Income 6-point trend, -99.9% $1M $3M · · · · · · $994M $926M $955M $1.05B
Pretax Income 12-point trend, +128.5% $871M $1.01B $354M $1.06B $2.25B $1.07B $479M $296M $607M $316M $357M $381M
Income Tax 12-point trend, +11.2% $185M $293M $92M $274M $577M $299M $-484M $19M $642M $122M $110M $166M
Net Income 12-point trend, +233.8% $682M $716M $262M $782M $1.68B $768M $960M $1.02B $167M $126M $280M $204M
EPS (Basic) 12-point trend, +442.6% $2.93 $3.08 $1.12 $3.13 $6.29 $2.68 $3.07 $2.93 $0.45 $0.34 $0.74 $0.54
EPS (Diluted) 12-point trend, +424.1% $2.83 $2.99 $1.10 $3.06 $6.13 $2.65 $3.03 $2.90 $0.45 $0.34 $0.74 $0.54
Shares (Basic) 12-point trend, -42.2% 215,096,000 217,079,000 232,609,000 247,378,000 263,595,000 285,693,000 310,694,000 347,261,000 368,197,000 371,211,000 372,430,000 371,889,000
Shares (Diluted) 12-point trend, -40.3% 222,746,000 223,650,000 236,620,000 255,571,000 271,501,000 290,490,000 317,032,000 351,275,000 370,701,000 371,518,000 372,431,000 373,333,000
EBITDA 6-point trend, +21.4% $192M $190M $112M $173M $157M $158M · · · · · ·
Neraca 18
Data Neraca Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +228.4% $14.04B $12.15B $8.53B $9.70B $10.76B $9.06B $7.68B $5.26B $5.28B $3.81B $3.64B $4.28B
Inventory 3-point trend, -26.7% · · · · · · · · · $310M $288M $423M
PP&E (Net) 6-point trend, -47.0% · · · · · · $385M $351M $750M $709M $722M $726M
PP&E (Gross) 4-point trend, +18.6% · · · · · · · · $1.36B $1.23B $1.26B $1.15B
Accum. Depreciation 9-point trend, +115.1% $907M $816M $552M $525M $526M · · · $611M $518M $539M $422M
Goodwill 12-point trend, +5.5% $1.84B $1.83B $1.85B $1.74B $1.75B $1.75B $1.74B $1.70B $1.72B $1.72B $1.74B $1.74B
Intangibles 12-point trend, -79.3% $203M $226M $197M $139M $152M $167M $183M $188M $741M $798M $912M $978M
Total Assets 12-point trend, +44.5% $76.01B $64.36B $57.91B $51.06B $56.11B $53.12B $49.46B $47.13B $47.17B $45.07B $46.33B $52.61B
Short-term Debt 12-point trend, +14626.7% $1.77B $443M $990M $528M $222M $765M $548M $387M $436M $526M $311M $12M
Total Liabilities 12-point trend, +55.9% $65.37B $54.13B $48.10B $40.63B $45.38B $43.53B $39.71B $36.91B $36.48B $34.31B $35.55B $41.94B
Long-term Debt 12-point trend, +86.4% $15.90B $13.53B $9.70B $8.77B $9.13B $8.35B $8.34B $7.62B $7.89B $7.38B $7.40B $8.53B
Total Debt 9-point trend, +14626.7% $1.77B $443M $990M $528M $222M $765M · · $436M $526M · $12M
Common Stock 9-point trend, -38.5% · · · $226M $244M $250M $292M $308M $356M $359M $363M $367M
Retained Earnings 12-point trend, +93.6% $8.57B $8.27B $7.85B $8.42B $7.94B $6.53B $5.93B $5.61B $4.70B $4.65B $4.61B $4.43B
AOCI 12-point trend, -186.0% $-384M $-423M $-396M $-379M $-372M $-289M $-273M $288M $373M $311M $439M $447M
Stockholders' Equity 12-point trend, +2.6% $10.57B $10.16B $9.71B $10.23B $10.55B $9.40B $9.58B $10.06B $10.11B $10.13B $10.40B $10.30B
Liabilities + Equity 12-point trend, +44.4% $76.01B $64.36B $57.91B $51.06B $56.11B $53.12B $49.46B $47.13B $47.17B $45.07B $46.33B $52.62B
Shares Outstanding 11-point trend, -43.9% 206,296,167 · 210,626,642 226,129,626 243,541,431 249,750,542 291,644,153 307,515,472 356,227,038 359,425,061 362,617,423 367,498,615
Arus Kas 18
Data Arus Kas Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +3.4% $192M $190M $112M $173M $157M $158M $153M $120M $110M $212M $224M $186M
Stock-based Comp 12-point trend, -19.6% $88M $63M $45M $44M $78M $40M $50M $48M $48M $34M $74M $110M
Deferred Tax 12-point trend, -18.9% $110M $-4M $10M $-70M $97M $65M $6M $-40M $596M $119M $131M $136M
Amort. of Intangibles 12-point trend, -49.4% $34M $30M $9M $11M $14M $15M $15M $13M $13M $63M $64M $66M
Other Non-cash 6-point trend, -346.1% $-2.57B $-1.11B $-2.36B $877M $-427M $1.04B · · · · · ·
Operating Cash Flow 12-point trend, -51.5% $-1.50B $-140M $-1.93B $1.80B $1.58B $2.06B $-828M $691M $788M $609M $-762M $-987M
CapEx 6-point trend, +17.2% $207M $251M $1M $224M $166M $177M · · · · · ·
Investing Cash Flow 12-point trend, -166.5% $-299M $210M $-12M $-61M $-410M $-166M $1.71B $142M $-55M $-640M $781M $449M
Net Debt Issued 4-point trend, -392.1% $-4.06B $-2.43B $-1.28B $-825M · · · · · · · ·
Stock Issued 6-point trend, -49.2% · · · · · · $1M $4M $2M $1M $1M $2M
Stock Repurchased 12-point trend, -22.7% $59M $44M $169M $860M $269M $817M $510M $1.13B $100M $95M $126M $76M
Net Stock Activity 9-point trend, +20.4% $-59M $-44M $-169M $-860M $-269M $-817M · · $-99M $-94M · $-74M
Dividends Paid 12-point trend, +302.0% $374M $303M $279M $280M $223M $161M $150M $152M $117M $91M $93M $93M
Financing Cash Flow 10-point trend, +15.5% · · $1.06B $-2.84B $994M $-724M $1.59B $-576M $435M $231M $-652M $918M
Net Change in Cash 12-point trend, +386.5% $1.80B $3.35B $-831M $-1.12B $2.16B $1.18B $2.47B $238M $1.18B $169M $-638M $369M
Taxes Paid 12-point trend, +2855.2% $292M $258M $159M $214M $727M $25.0K $25M $38M $15M $-14M $510.0K $10M
Free Cash Flow 4-point trend, -207.7% $-1.70B $-391M $-1.93B $1.58B · · · · · · · ·
Levered FCF 2-point trend, -655.5% · · $-3.96B $714M · · · · · · · ·
Profitabilitas 5
Data Profitabilitas Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 9-point trend, +279.5% 6.3% 6.8% 3.5% 10.9% 18.4% 11.1% · · 1.4% 1.2% · 1.7%
Pretax Margin 9-point trend, +160.5% 8.1% 9.6% 4.8% 14.8% 24.9% 15.3% · · 8.2% 2.9% · 3.1%
EBITDA Margin 6-point trend, -21.9% 1.8% 1.8% 1.5% 2.4% 1.7% 2.3% · · · · · ·
ROA 9-point trend, +136.6% 0.97% 1.2% 0.48% 1.5% 2.9% 1.5% · · 0.36% 0.28% · 0.41%
ROE 9-point trend, +229.0% 6.6% 7.2% 2.6% 7.5% 16.7% 8.1% · · 1.7% 1.2% · 2.0%
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 9-point trend, +13825.0% 0.2 0.0 0.1 0.1 0.0 0.1 · · 0.0 0.1 · 0.0
Efisiensi 2
Data Efisiensi Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 9-point trend, -37.2% 0.2 0.2 0.1 0.1 0.2 0.1 · · 0.3 0.2 · 0.2
Inventory Turnover 2-point trend, +12.4% · · · · · · · · · 22.9 · 20.4
Per Saham 7
Data Per Saham Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 7-point trend, +64.4% · · $46.10 $45.25 $43.33 $37.65 · · $28.37 $28.18 · $28.03
Revenue / Share 9-point trend, +47.1% $48.59 $47.02 $31.45 $27.97 $33.30 $23.95 · · $33.47 $29.27 · $33.04
Cash Flow / Share 9-point trend, -153.8% $-6.71 $-0.63 $-8.17 $7.06 $5.79 $7.15 · · $2.89 $1.64 · $-2.64
Cash / Share 7-point trend, +247.8% · · $40.48 $42.91 $44.16 $36.26 · · $14.81 $10.59 · $11.64
Dividend / Share 11-point trend, +540.0% $2 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 ·
Dividend Paid / Share 4-point trend, +30.0% · · · · · · · · $0 $0 $0 $0
EPS (TTM) 11-point trend, +424.1% $2.83 $2.99 $1.10 $3.06 $6.13 $2.65 $3.03 · $0.45 $0.34 $0.74 $0.54
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -90.2% 2.9% 41.3% 4.1% -20.1% 30.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +459.6% 14.8% 5.5% 2.6% · · · · · · · · ·
Revenue CAGR 5Y 9.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -104.1% -5.3% 171.8% -64.0% -50.1% 131.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, +89.9% -2.6% -21.3% -25.4% · · · · · · · · ·
EPS CAGR 5Y 1.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -104.0% -4.7% 172.9% -66.4% -53.4% 118.3% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +85.2% -4.4% -24.7% -30.1% · · · · · · · · ·
Net Income CAGR 5Y -2.4% · · · · · · · · · · ·
Dividend CAGR 5Y 18.4% · · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk JEF
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, -12.3% $10.82B $10.52B $7.44B $7.15B $8.95B $6.88B $5.36B · $5.05B $10.88B $11.68B $12.33B
Net Income TTM 11-point trend, +233.8% $682M $716M $262M $782M $1.68B $768M $960M · $167M $126M $280M $204M
Market Cap 7-point trend, +1.2% · · $7.46B $8.21B $8.75B $5.43B · · $8.45B $7.48B · $7.38B
Enterprise Value 7-point trend, -102.3% · · $-72M $-962M $-1.78B $-2.86B · · $3.61B $4.20B · $3.11B
P/E 11-point trend, -45.3% 20.3 26.5 32.2 11.9 5.9 8.2 6.6 · 52.7 61.2 21.0 37.2
P/S 7-point trend, +67.8% · · 1.0 1.1 1.0 0.8 · · 1.7 0.7 · 0.6
P/B 7-point trend, +7.4% · · 0.8 0.8 0.8 0.6 · · 0.8 0.7 · 0.7
P / Tangible Book 4-point trend, +34.4% · · 1.0 1.0 1.0 0.7 · · · · · ·
P / Cash Flow 7-point trend, +48.3% · · -3.9 4.6 5.6 2.6 · · 7.9 12.3 · -7.5
P / FCF 2-point trend, -174.2% · · -3.9 5.2 · · · · · · · ·
EV / EBITDA 4-point trend, +96.4% · · -0.6 -5.6 -11.3 -18.1 · · · · · ·
EV / FCF 2-point trend, +106.1% · · 0.0 -0.6 · · · · · · · ·
EV / Revenue 7-point trend, -103.8% · · -0.0 -0.1 -0.2 -0.4 · · 0.7 0.4 · 0.3
Dividend Yield 7-point trend, +196.0% · · 3.7% 3.4% 2.5% 3.0% · · 1.4% 1.2% · 1.3%
Earnings Yield 11-point trend, +82.9% 4.9% 3.8% 3.1% 8.4% 17.1% 12.2% 15.2% · 1.9% 1.6% 4.8% 2.7%
Payout Ratio 9-point trend, +20.4% 54.9% 42.3% 106.2% 35.8% 13.4% 20.9% · · 70.2% 72.5% · 45.6%
Annual Payout 11-point trend, +302.0% $374M $303M $279M $280M $223M $161M $150M · $117M $91M $93M $93M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-11-302024-11-302023-11-302022-11-302021-11-30
Pendapatan $10.82B$10.52B$7.44B$7.15B$8.95B
Laba Bersih $682M$716M$262M$782M$1.68B
EPS Dilusian $2.83$2.99$1.10$3.06$6.13
Neraca
2025-11-302024-11-302023-11-302022-11-302021-11-30
Utang / Ekuitas 0.20.00.10.10.0
Arus Kas
2025-11-302024-11-302023-11-302022-11-302021-11-30
Arus Kas Bebas $-1.70B$-391M$-1.93B$1.58B—

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Pemilik institusional (13F) 650 pengaju · $4.8B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
97 (-3 vs Kuartal sebelumnya) 58 (-53 vs Kuartal sebelumnya) 188 (-39 vs Kuartal sebelumnya) 204 (+42 vs Kuartal sebelumnya) +10.2M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $355.316.916 7.109.182 7,44% Saham
VANGUARD CAPITAL MANAGEMENT LLC $334.509.793 6.692.873 7,01% Saham
SUMITOMO MITSUI FINANCIAL GROUP, INC. $321.338.263 6.429.337 6,73% Saham
STATE STREET CORP $248.121.012 4.964.406 5,20% Saham
MASSACHUSETTS MUTUAL LIFE INSURANCE CO $232.625.013 4.654.362 4,87% Saham
TWO SIGMA INVESTMENTS, LP $160.189.748 3.205.077 3,36% Saham
ALLIANCEBERNSTEIN L.P. $138.165.687 3.347.848 2,89% Saham
D. E. Shaw & Co., Inc. $137.621.429 2.753.530 2,88% Saham
First Pacific Advisors, LP $135.159.165 2.704.265 2,83% Saham
NORGES BANK $132.262.074 2.646.300 2,77% Saham
DIMENSIONAL FUND ADVISORS LP $128.994.625 2.580.925 2,70% Saham
BARROW HANLEY MEWHINNEY & STRAUSS LLC $127.242.033 2.545.859 2,67% Saham
GEODE CAPITAL MANAGEMENT, LLC $116.688.442 2.333.924 2,44% Saham
BAMCO INC /NY/ $107.044.365 2.141.744 2,24% Saham
Freestone Grove Partners LP $79.537.372 1.591.384 1,67% Saham
BARCLAYS PLC $77.007.534 1.540.767 1,61% Saham
BECK MACK & OLIVER LLC $61.083.907 1.222.167 1,28% Saham
Assenagon Asset Management S.A. $51.367.995 1.027.771 1,08% Saham
VANGUARD FIDUCIARY TRUST CO $50.841.605 1.017.239 1,06% Saham
NewEdge Wealth, LLC $49.900.677 998.413 1,05% Saham
FIRST TRUST ADVISORS LP $46.399.657 928.364 0,97% Saham
Moerus Capital Management LLC $45.500.293 910.370 0,95% Saham
GOLDMAN SACHS GROUP INC $41.186.185 824.053 0,86% Saham
Balyasny Asset Management L.P. $41.022.135 820.771 0,86% Saham
Bank of New York Mellon Corp $38.206.461 764.435 0,80% Saham
PRIVATE MANAGEMENT GROUP INC $37.630.842 752.918 0,79% Saham
Squarepoint Ops LLC $37.551.174 751.324 0,79% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $35.080.962 701.900 0,73% Opsi jual
CAPITAL FUND MANAGEMENT S.A. $34.414.228 688.560 0,72% Saham
Mraz, Amerine & Associates, Inc. $30.843.757 617.122 0,65% Saham
BANK OF AMERICA CORP /DE/ $27.467.958 549.579 0,58% Saham
Longaeva Partners L.P. $25.973.406 519.676 0,54% Saham
Hosking Partners LLP $25.180.474 503.811 0,53% Saham
CITADEL ADVISORS LLC $23.732.653 474.843 0,50% Saham
Retirement Systems of Alabama $22.052.475 441.226 0,46% Saham
BlackRock, Inc. $21.909.083 438.357 0,46% Saham
Berkshire Hathaway Inc $21.669.229 433.558 0,45% Saham
RHUMBLINE ADVISERS $20.862.754 417.423 0,44% Saham
MILLENNIUM MANAGEMENT LLC $20.330.515 406.773 0,43% Saham
Ensign Peak Advisors, Inc $19.781.084 395.780 0,41% Saham
Quantinno Capital Management LP $19.516.937 390.494 0,41% Saham
Burgundy Asset Management Ltd. $19.124.006 294.896 0,40% Saham
Fideuram Asset Management (Ireland) dac $18.625.326 377.574 0,39% Saham
VALUEWORKS LLC $18.445.269 369.053 0,39% Saham
Trexquant Investment LP $17.925.077 358.645 0,38% Saham
CITADEL ADVISORS LLC $17.717.910 354.500 0,37% Opsi jual
Mariner, LLC $16.407.227 328.304 0,34% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15.928.626 318.700 0,33% Opsi beli
TWO SIGMA ADVISERS, LP $15.827.138 255.400 0,33% Saham
TUDOR INVESTMENT CORP ET AL $15.607.155 312.268 0,33% Saham
Gradient Investments LLC $15.438.505 308.894 0,32% Saham
Swiss National Bank $15.378.846 307.700 0,32% Saham
IEQ CAPITAL, LLC $15.262.005 305.363 0,32% Saham
CAPTRUST FINANCIAL ADVISORS $15.104.008 302.201 0,32% Saham
Cubist Systematic Strategies, LLC $13.920.657 212.789 0,29% Saham
ALGERT GLOBAL LLC $13.748.798 275.086 0,29% Saham
MERCER GLOBAL ADVISORS INC /ADV $13.516.158 270.431 0,28% Saham
UBS Group AG $13.202.417 264.154 0,28% Saham
Cerity Partners LLC $12.897.081 258.045 0,27% Saham
PEAK6 LLC $11.470.410 229.500 0,24% Opsi jual
Amundi $11.407.236 228.236 0,24% Saham
JANE STREET GROUP, LLC $11.327.667 226.644 0,24% Saham
STATE OF WISCONSIN INVESTMENT BOARD $11.250.198 225.094 0,24% Saham
Focus Partners Wealth $10.912.349 218.333 0,23% Saham
Azora Capital LP $10.583.665 211.758 0,22% Saham
Nuveen, LLC $10.448.769 209.059 0,22% Saham
FIRST MANHATTAN CO. LLC. $9.855.202 197.183 0,21% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $9.825.068 196.580 0,21% Saham
Nuveen Asset Management, LLC $9.781.890 124.769 0,20% Saham
Rock Point Advisors, LLC $9.709.465 194.267 0,20% Saham
California Public Employees Retirement System $9.587.663 191.830 0,20% Saham
BARCLAYS PLC $9.496.200 190.000 0,20% Opsi jual
JACOBS LEVY EQUITY MANAGEMENT, INC $9.493.401 189.944 0,20% Saham
Sequoia Financial Advisors, LLC $9.143.053 182.934 0,19% Saham
Man Group plc $9.109.305 182.259 0,19% Saham
Point72 Asset Management, L.P. $8.471.610 169.500 0,18% Opsi beli
OPPENHEIMER & CO INC $8.213.263 164.331 0,17% Saham
D. E. Shaw & Co., Inc. $8.131.746 162.700 0,17% Opsi jual
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7.936.374 158.791 0,17% Saham
WOLVERINE TRADING, LLC $7.872.546 118.100 0,16% Opsi beli
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $7.606.806 152.197 0,16% Saham
Waterfront Wealth Inc. $7.581.884 145.554 0,16% Saham
VANGUARD ASSET MANAGEMENT, Ltd $7.522.590 150.512 0,16% Saham
Chou Associates Management Inc. $7.458.863 149.237 0,16% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.404.705 179.421 0,16% Saham
Merrion Investment Management Co, LLC $7.391.790 147.895 0,15% Saham
ExodusPoint Capital Management, LP $7.331.416 146.687 0,15% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7.294.773 168.657 0,15% Saham
D. E. Shaw & Co., Inc. $7.262.094 145.300 0,15% Opsi beli
BNP PARIBAS FINANCIAL MARKETS $7.239.653 144.851 0,15% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $7.234.155 144.741 0,15% Saham
AMERIPRISE FINANCIAL INC $7.209.865 144.255 0,15% Saham
Y-Intercept (Hong Kong) Ltd $7.042.682 140.910 0,15% Saham
LEE DANNER & BASS INC $6.987.754 139.811 0,15% Saham
LOOMIS SAYLES & CO L P $6.967.962 139.415 0,15% Saham
Point72 Asset Management, L.P. $6.923.629 138.528 0,15% Saham
Lafayette Investments, Inc. $6.883.761 137.730 0,14% Saham
1492 Capital Management LLC $6.832.316 136.701 0,14% Saham
JANE STREET GROUP, LLC $6.657.336 133.200 0,14% Opsi jual
Schonfeld Strategic Advisors LLC $6.561.772 131.288 0,14% Saham

Orang dalam perusahaan 38 orang dalam · 13 pejabat · 22 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Richard B Handler CEO 29 Mei 2026 A 12.549.867 0 0 $0
Matthew Scott Larson EVP, CFO 29 Mei 2026 A 99.010 0 0 $0
Teresa S Gendron Chief Financial Officer 1 Sep. 2014 A 30.084 0 0 $0
Joseph A Orlando JR Vice President and CFO 13 Des. 2012 A 1.068 0 0 $0
Justin Rex Wheeler Vice President and COO 25 Juli 2014 F 89.865 0 0 $0
Michael J. Sharp EVP and General Counsel 29 Mei 2026 A 167.663 0 0 $0
Joseph S. Steinberg Chairman of the Board 14 Nov. 2024 P 2.339.079 0 0 $0
Rocco J Nittoli VP, Chief Compliance Officer 28 Juli 2022 S 0 0 0 $0
Connor Joseph M O Vice President 13 Des. 2012 A 0 0 0 $0
Thomas E Mara Executive Vice President 13 Des. 2012 A 0 0 0 $0
Barbara L Lowenthal Vice President and Comptroller 13 Des. 2012 A 38.788 0 0 $0
H E Scruggs Vice President 11 Des. 2006 A 36.284 0 0 $0
Mark Hornstein Vice President 22 Des. 2003 G 40.130 0 0 $0
SUMITOMO MITSUI FINANCIAL GROUP, INC. Direktur 10 Juli 2026 M 40.579.081 2 0 $662.543.178
Melissa Weiler Direktur 29 Mei 2026 A 39.982 0 0 $0
Matrice Ellis-Kirk Direktur 29 Mei 2026 A 31.982 0 0 $0
Kane Michael T O Direktur 29 Mei 2026 A 132.492 0 0 $0
Robert D Beyer Direktur 29 Mei 2026 A 112.756 0 0 $0
Maryanne Gilmartin Direktur 26 Maret 2026 A 57.293 0 0 $0
Jacob M Katz Direktur 26 Maret 2026 A 57.293 0 0 $0
Linda Adamany Direktur 26 Maret 2026 A 84.759 0 0 $0
Thomas W Jones Direktur 26 Maret 2026 A 76.701 0 0 $0
Jefferies Financial Group Inc. Direktur 20 Maret 2024 J 0 0 0 $0
Barry J Alperin Direktur 29 Maret 2023 A 53.137 0 0 $0
Francisco L Borges Direktur 26 Maret 2021 A 68.058 0 0 $0
Patrick W Campbell Direktur 30 Nov. 2018 A 120.609 0 0 $0
Jeffrey C Keil Direktur 30 Nov. 2018 A 45.165 0 0 $0
Michael Sorkin Direktur 15 Mei 2012 A 0 0 0 $0
James E Jordan Direktur 15 Mei 2012 A 124.750 0 0 $0
Jesse Clyde Nichols III Direktur 15 Mei 2012 A 164.642 0 0 $0
Paul M Dougan Direktur 15 Mei 2012 A 20.750 0 0 $0
Alan J Hirschfield Direktur 15 Mei 2012 A 40.000 0 0 $0
Lawrence D Glaubinger Direktur 30 April 2009 M 234.000 0 0 $0
FRIEDMAN BRIAN P — 7 Agu 2026 G 2.008.247 0 1 $-52
Stuart Harry Reese — 12 April 2021 S 33.756 0 0 $0
Robert Eugene Joyal — 28 Agu 2020 A 106.985 0 0 $0
Richard G Dooley — 26 Juni 2013 S 328.696 0 0 $0
Ian M. Cumming — 1 Maret 2013 A 18.726.054 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 79 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Jefferies Financial Group Inc., Jefferies LLC ×9 pengajuan 5 Juni 2024 — Pengajuan awal — SEC
Jefferies Financial Group Inc., on behalf of itself and its controlled subsidiaries ×8 pengajuan 7 Nov. 2023 — Pengajuan awal M&A / penjualan SEC
Joseph S. Steinberg ×3 pengajuan 5 Juli 2023 — Pengajuan awal — SEC
Jefferies Financial Group Inc. S.S. or ×3 pengajuan 29 Mei 2019 — Pengajuan awal — SEC
Jefferies Financial Group Inc. (f/k/a Leucadia National Corporation), on behalf of itself and its controlled subsidiaries ×2 pengajuan 13 Maret 2019 — Pengajuan awal — SEC
Leucadia National Corporation, on behalf of itself and its controlled subsidiaries ×8 pengajuan 1 Maret 2018 — Pengajuan awal Investasi pasif SEC
Leucadia National Corporation ×25 pengajuan 27 Feb. 2018 — Pengajuan awal — SEC
Leucadia National Corporation S.S. or ×4 pengajuan 31 Maret 2017 — Pengajuan awal — SEC
Ian M. Cumming ×8 pengajuan 4 Nov. 2013 — Pengajuan awal — SEC
Jefferies Group, Inc. 20 Nov. 2012 — Pengajuan awal M&A / penjualan SEC
Ian M. Cumming S.S. OR, Joseph S. Steinberg S.S. OR 17 Mei 2011 — Pengajuan awal — SEC
Leucadia National Corporation 2), Phlcorp, Inc. 2), Baldwin Enterprises, Inc. 2), BEI Arch Holdings, LLC 2), BEI – Longhorn, LLC 2) ×5 pengajuan 5 Okt. 2010 — Pengajuan awal — SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 8 Mei 2008 — Pengajuan awal — SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 5 Maret 2008 — Pengajuan awal — SEC
Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan, Orang pelapor yang tidak diungkapkan 27 Feb. 2008 — Pengajuan awal — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Kepemilikan ETF Dimiliki oleh 110 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
FDIV · EA Series Trust 1,97% 29.753 NS 30 April 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1,39% 308.928 NS 30 April 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 1,13% 43.211.000 8 Agu 2026 Harian
IAI · iShares Trust 0,82% 198.255 SH 8 Agu 2026 Harian
HIDV · AB Active ETFs, Inc. 0,64% 23.142 NS 31 Mei 2026 N-PORT
TMFX · RBB Fund, Inc. 0,54% 3.289 NS 31 Mei 2026 N-PORT
IJJ · iShares Trust 0,52% 833.509 SH 8 Agu 2026 Harian
FNK · First Trust Exchange-Traded AlphaDE… 0,49% 22.062 NS 30 April 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,47% 140.422 SH 8 Agu 2026 Harian
RFV · Invesco Exchange-Traded Fund Trust 0,46% 27.830 SH 8 Agu 2026 Harian
ABCS · EA Series Trust 0,45% 967 NS 29 Mei 2026 N-PORT
SMDX · Tidal Trust III 0,40% 10.366 NS 30 April 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,38% 91.257 SH 8 Agu 2026 Harian
MIDE · DBX ETF Trust 0,35% 223 NS 29 Mei 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,33% 21.404 NS 30 April 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,32% 88.182 NS 30 April 2026 N-PORT
XJH · iShares Trust 0,29% 22.104 SH 8 Agu 2026 Harian
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,27% 24.869 NS 30 April 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,26% 20.020 SH 8 Agu 2026 Harian
IJH · iShares Trust 0,25% 5.643.002 SH 8 Agu 2026 Harian
BSCS · Invesco Exchange-Traded Self-Indexe… 0,24% 8.255.000 8 Agu 2026 Harian
PTMC · Pacer Funds Trust 0,23% 18.846 NS 30 April 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,22% 264.341 SH 8 Agu 2026 Harian
SMLF · iShares Trust 0,22% 162.534 SH 8 Agu 2026 Harian
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 19.556 NS 30 April 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,21% 35.403 SH 8 Agu 2026 Harian
BKMC · BNY Mellon ETF Trust 0,20% 26.070 NS 30 April 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,19% 1.273 NS 31 Maret 2026 N-PORT
MVV · ProShares Trust 0,19% 5.714 NS 31 Mei 2026 N-PORT
ISCV · iShares Trust 0,19% 23.232 SH 8 Agu 2026 Harian
BSMR · Invesco Exchange-Traded Self-Indexe… 0,18% 610.000 8 Agu 2026 Harian
BSCR · Invesco Exchange-Traded Self-Indexe… 0,17% 7.707.000 8 Agu 2026 Harian
SCHM · SCHWAB STRATEGIC TRUST 0,16% 446.793 NS 31 Mei 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,16% 2.738 NS 30 April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 64.675 NS 30 April 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,15% 2.083.582 SH 8 Agu 2026 Harian
FAB · First Trust Exchange-Traded AlphaDE… 0,15% 4.257 NS 30 April 2026 N-PORT
ESML · iShares Trust 0,14% 74.396 SH 8 Agu 2026 Harian
ISCB · iShares Trust 0,14% 7.231 SH 8 Agu 2026 Harian
PFIG · Invesco Exchange-Traded Fund Trust … 0,13% 160.000 8 Agu 2026 Harian
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 20.436 NS 30 April 2026 N-PORT
UMDD · ProShares Trust 0,13% 798 NS 31 Mei 2026 N-PORT
IYF · iShares Trust 0,13% 101.113 SH 8 Agu 2026 Harian
IYG · iShares Trust 0,13% 49.131 SH 8 Agu 2026 Harian
SMMD · iShares Trust 0,11% 76.166 SH 8 Agu 2026 Harian
ISCG · iShares Trust 0,10% 17.783 SH 8 Agu 2026 Harian
AVMC · AMERICAN CENTURY ETF TRUST 0,10% 7.583 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,10% 279.885 NS 30 April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,09% 1.876.795 SH 8 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,09% 3.282.377 SH 8 Agu 2026 Harian