Bridgewater Associates, LP
Position in JEF — Jefferies Financial Group Inc.
CIK 1350694
Westport, CT
Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,479,446
+$1,586 QoQ
Shares Held
35,848
+50.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,007 | $2,147,018 |
All Filings in JEF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,479,446 | 35,848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,477,860 | 23,848 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $6,433,917 | 120,103 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,814,986 | 29,488 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,329,885 | 26,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,536,743 | 102,874 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,280,714 | 31,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $428,424 | 11,696 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $313,755 | 9,459 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $217,450 | 6,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,162,916 | 150,610 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,992,074 | 203,121 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,772,728 | 209,005 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $863,135 | 26,275 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,668,012 | 42,990 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,558,721 | 95,845 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,466,676 | 72,125 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,250,878 | 74,780 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,055,243 | 42,896 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||