JFG
BRK.B icon

Jefferies Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Jefferies Financial Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-110,000
Closed -$49.9M – 1647
2024
Q4 		$49.9M Buy
+110,000
New +$50.8M 0.3% 60
2023
Q3 		– Sell
-32,500
Closed -$11.1M – 1636
2023
Q2 		$11.1M Buy
+32,500
New +$10.6M 0.1% 180

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jefferies Financial Group's BRK.B Position: Q1 2026 in Review

Jefferies Financial Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 75% in Q1 2026, selling an estimated $61.5M and leaving 41,823 shares worth $20M. The position accounts for 0.14% of the portfolio, ranked #117.

Jefferies Financial Group first reported a position in BRK.B in Q4 2022 and has held it in 12 quarters since. The position peaked at $84M in Q4 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Jefferies Financial Group held 41,823 shares of Berkshire Hathaway Class B worth $20M as of Q1 2026.
  • Jefferies Financial Group sold 125,314 Berkshire Hathaway Class B shares in Q1 2026, an estimated $61.5M.
  • Berkshire Hathaway Class B made up 0.14% of Jefferies Financial Group's portfolio in Q1 2026, its #117 holding.
  • Jefferies Financial Group first reported a position in Berkshire Hathaway Class B in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Berkshire Hathaway Class B position peaked at $84M in Q4 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.