Berkshire Hathaway’s Jefferies Financial Group JEF Stock Holding History

Berkshire Hathaway’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.7M	Hold	433,558	–	–	0.01%	28
2026 Q1	$17.9M	Hold	433,558	–	–	0.01%	29
2025 Q4	$26.9M	Hold	433,558	–	–	0.01%	37
2025 Q3	$28.4M	Hold	433,558	–	–	0.01%	36
2025 Q2	$23.7M	Hold	433,558	–	–	0.01%	36
2025 Q1	$23.2M	Hold	433,558	–	–	0.01%	35
2024 Q4	$34M	Hold	433,558	–	–	0.01%	33
2024 Q3	$26.7M	Hold	433,558	–	–	0.01%	33
2024 Q2	$21.6M	Hold	433,558	–	–	0.01%	36
2024 Q1	$19.1M	Hold	433,558	–	–	0.01%	38
2023 Q4	$17.5M	Hold	433,558	–	–	0.01%	40
2023 Q3	$15.9M	Hold	433,558	–	–	0.01%	43
2023 Q2	$14.4M	Hold	433,558	–	–	﹤0.01%	46
2023 Q1	$13.8M	Sell	433,558 -19,944	-4%	-$721K	﹤0.01%	45
2022 Q4	$14.9M	Hold	453,502	–	–	0.01%	47
2022 Q3	$12.8M	Buy	+453,502	New	+$13.7M	﹤0.01%	47

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway's JEF Position: Q2 2026 in Review

Berkshire Hathaway held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 433,558 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #28.

Berkshire Hathaway first reported a position in JEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $34M in Q4 2024. 589 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Berkshire Hathaway held 433,558 shares of Jefferies Financial Group worth $21.7M as of Q2 2026.
Berkshire Hathaway left its Jefferies Financial Group share count unchanged in Q2 2026.
Jefferies Financial Group made up 0.01% of Berkshire Hathaway's portfolio in Q2 2026, its #28 holding.
Berkshire Hathaway first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 16 quarters since.
Berkshire Hathaway's Jefferies Financial Group position peaked at $34M in Q4 2024.
589 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Berkshire Hathaway's 13F filing for Q2 2026, filed 14 Aug 2026.