Jefferies Financial Group Inc.
MX ˙ BMV ˙ US47233W1099
SecurityMX:JEF / Jefferies Financial Group Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership35,848 shares
Latest Disclosed Value $ 1,479,447
Bridgewater Associates, LP reports 50.32% increase in ownership of JEF / Jefferies Financial Group Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 35,848 shares of Jefferies Financial Group Inc. (MX:JEF) valued at $1,479,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,848 shares of Jefferies Financial Group Inc.. This represents a change in shares of 50.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JEFFERIES FINANCIAL GROUP IN COM 47233W109 35,848 12,000 50.32 1,479 0.14 0.0066
2026-02-13 2025-12-31 13F JEFFERIES FINL GROUP COM 47233W109 23,848 23,848 1,478 0.0054
2025-08-13 2025-06-30 13F JEFFERIES FINL GROUP COM 47233W109 0 -120,103 -100.00 0 -100.00
2025-05-14 2025-03-31 13F JEFFERIES FINL GROUP COM 47233W109 120,103 120,103 6,434 0.0298
2025-02-13 2024-12-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -29,488 -100.00 0 -100.00
2024-11-13 2024-09-30 13F JEFFERIES FINL GROUP COM 47233W109 29,488 2,762 10.33 1,815 36.49 0.0103
2024-08-14 2024-06-30 13F JEFFERIES FINL GROUP COM 47233W109 26,726 -76,148 -74.02 1,330 -70.70 0.0069
2024-05-14 2024-03-31 13F JEFFERIES FINL GROUP COM 47233W109 102,874 71,181 224.60 4,537 254.38 0.0229
2024-02-14 2023-12-31 13F JEFFERIES FINL GROUP COM 47233W109 31,693 19,997 170.97 1,281 199.07 0.0072
2023-11-13 2023-09-30 13F JEFFERIES FINL GROUP COM 47233W109 11,696 2,237 23.65 428 36.74 0.0026
2023-08-11 2023-06-30 13F JEFFERIES FINL GROUP COM 47233W109 9,459 2,608 38.07 314 44.24 0.0019
2023-05-12 2023-03-31 13F JEFFERIES FINL GROUP COM 47233W109 6,851 -143,759 -95.45 217 -95.80 0.0013
2023-02-13 2022-12-31 13F JEFFERIES FINL GROUP COM 47233W109 150,610 -52,511 -25.85 5,163 -13.85 0.0282
2022-11-10 2022-09-30 13F JEFFERIES FINL GROUP COM 47233W109 203,121 -5,884 -2.82 5,992 3.79 0.0303
2022-08-11 2022-06-30 13F JEFFERIES FINL GROUP COM 47233W109 209,005 182,730 695.45 5,773 568.95 0.0245
2022-05-13 2022-03-31 13F JEFFERIES FINL GROUP COM 47233W109 26,275 -16,715 -38.88 863 -48.26 0.0035
2022-02-14 2021-12-31 13F JEFFERIES FINL GROUP COM 47233W109 42,990 -52,855 -55.15 1,668 -53.13 0.0097
2021-11-12 2021-09-30 13F JEFFERIES FINL GROUP COM 47233W109 95,845 23,720 32.89 3,559 44.26 0.0195
2021-08-13 2021-06-30 13F JEFFERIES FINL GROUP COM 47233W109 72,125 -2,655 -3.55 2,467 9.60 0.0158
2021-05-14 2021-03-31 13F JEFFERIES FINL GROUP COM 47233W109 74,780 31,884 74.33 2,251 113.36 0.0199
2021-02-12 2020-12-31 13F JEFFERIES FINL GROUP COM 47233W109 42,896 42,896 1,055 0.0091
2020-05-14 2020-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -62,004 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JEFFERIES FINL GROUP COM 47233W109 62,004 29,835 92.74 1,325 123.82 0.0135
2019-11-13 2019-09-30 13F JEFFERIES FINL GROUP COM 47233W109 32,169 32,169 592 0.0052
2019-05-14 2019-03-31 13F JEFFERIES FINL GROUP COM 47233W109 0 -79,009 -100.00 0 -100.00
2019-02-13 2018-12-31 13F JEFFERIES FINL GROUP COM 47233W109 79,009 48,410 158.21 1,372 104.17 0.0126
2018-11-13 2018-09-30 13F JEFFERIES FINL GROUP COM 47233W109 30,599 30,599 672 0.0070
2018-08-13 2018-06-30 13F LEUCADIA NATL COM 527288104 0 -68,427 -100.00 0 -100.00
2018-05-15 2018-03-31 13F LEUCADIA NATL COM 527288104 68,427 68,427 1,555 0.0148
2016-02-11 2015-12-31 13F LEUCADIA NATL COM 527288104 0 -26,100 -100.00 0 -100.00
2015-11-12 2015-09-30 13F LEUCADIA NATL COM 527288104 26,100 -32,400 -55.38 529 -65.51 0.0071
2013-08-13 2013-06-30 13F LEUCADIA NATL COM 527288104 58,500 58,500 1,534 0.0134
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.