Jefferies Group's BRK.B Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 240,000 shares of Berkshire Hathaway Inc. (BRK.B) worth $119.51 M, representing 0.88% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BRK.B, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2026, adding 175,115 shares. Largest reduction occurred in Q1 2026, reducing 125,314 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Berkshire Hathaway (BRK.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Berkshire Hathaway (BRK.B) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +175,115 | Add 269.89% | 240,000 | $497.95 |
| Q2 2026 | +23,062 | Add 55.14% | 64,885 | $500.39 |
| Q1 2026 | -125,314 | Reduce 74.98% | 41,823 | $479.20 |
| Q4 2025 | +43,871 | Add 35.59% | 167,137 | $502.65 |
| Q3 2025 | +97,472 | Add 377.89% | 123,266 | $502.74 |
| Q2 2025 | +21,687 | Add 528.05% | 25,794 | $485.77 |
| Q1 2025 | -107,116 | Reduce 96.31% | 4,107 | $532.58 |
| Q4 2024 | +110,231 | Add 11112.00% | 111,223 | $453.28 |
| Q3 2024 | -62,433 | Reduce 98.44% | 992 | $460.26 |
| Q2 2024 | +63,425 | New Buy | 63,425 | $406.80 |
| Q4 2023 | -15,785 | Sold Out | 0 | $0.00 |
| Q3 2023 | -39,999 | Reduce 71.70% | 15,785 | $350.30 |
| Q2 2023 | +48,700 | Add 687.46% | 55,784 | $341.00 |
| Q1 2023 | +5,400 | Add 320.67% | 7,084 | $308.77 |
| Q4 2022 | +1,684 | New Buy | 1,684 | $308.90 |
Jefferies Group's Berkshire Hathaway Investment FAQs
Jefferies Group first purchased Berkshire Hathaway Inc. (BRK.B) in Q4 2022, acquiring 1,684 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Berkshire Hathaway Inc. (BRK.B) for 15 quarters since Q4 2022.
Jefferies Group's largest addition to Berkshire Hathaway Inc. (BRK.B) was in Q3 2026, adding 240,000 shares worth $119.51 M.
According to the latest 13F filing for Q3 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 240,000 shares of Berkshire Hathaway Inc. (BRK.B), valued at approximately $119.51 M.
As of the Q3 2026 filing, Berkshire Hathaway Inc. (BRK.B) represents approximately 0.88% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Berkshire Hathaway Inc. (BRK.B) was 240,000 shares, as reported at the end of Q3 2026.