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← Bridgewater Associates LP, latest filing

What Bridgewater Associates LP changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$24.4bn

$11.4bn at Q2 2013

Positions

997

323 at Q2 2013

Top ten weight

40%

90% at Q2 2013

Typical quarterly turnover

about 10%

Estimated from share changes

Reported book by quarter
$0$14bn$27bnQ2 2013: $11.4bnQ3 2013: $11.9bnQ4 2013: $12.5bnQ1 2014: $12.2bn14Q2 2014: $13.3bnQ3 2014: $12.8bnQ4 2014: $12.5bnQ1 2015: $12.8bn15Q2 2015: $10.8bnQ3 2015: $7.5bnQ4 2015: $7.7bnQ1 2016: $7.9bn16Q2 2016: $8.0bnQ3 2016: $10.2bnQ4 2016: $10.5bnQ1 2017: $8.8bn17Q2 2017: $10.9bnQ3 2017: $14.9bnQ4 2017: $12.2bnQ1 2018: $10.5bn18Q2 2018: $10.0bnQ3 2018: $9.7bnQ4 2018: $10.9bnQ1 2019: $16.3bn19Q2 2019: $12.8bnQ3 2019: $11.4bnQ4 2019: $9.8bnQ1 2020: $5.0bn20Q2 2020: $6.0bnQ3 2020: $8.3bnQ4 2020: $11.6bnQ1 2021: $11.3bn21Q2 2021: $15.6bnQ3 2021: $18.3bnQ4 2021: $17.2bnQ1 2022: $24.8bn22Q2 2022: $23.6bnQ3 2022: $19.8bnQ4 2022: $18.3bnQ1 2023: $16.4bn23Q2 2023: $16.2bnQ3 2023: $16.5bnQ4 2023: $17.9bnQ1 2024: $19.8bn24Q2 2024: $19.2bnQ3 2024: $17.7bnQ4 2024: $21.8bnQ1 2025: $21.6bn25Q2 2025: $24.8bnQ3 2025: $25.5bnQ4 2025: $27.4bnQ1 2026: $22.4bn26Q2 2026: $24.4bn
  • Q2 2013: $11.4bn
  • Q3 2013: $11.9bn
  • Q4 2013: $12.5bn
  • Q1 2014: $12.2bn
  • Q2 2014: $13.3bn
  • Q3 2014: $12.8bn
  • Q4 2014: $12.5bn
  • Q1 2015: $12.8bn
  • Q2 2015: $10.8bn
  • Q3 2015: $7.5bn
  • Q4 2015: $7.7bn
  • Q1 2016: $7.9bn
  • Q2 2016: $8.0bn
  • Q3 2016: $10.2bn
  • Q4 2016: $10.5bn
  • Q1 2017: $8.8bn
  • Q2 2017: $10.9bn
  • Q3 2017: $14.9bn
  • Q4 2017: $12.2bn
  • Q1 2018: $10.5bn
  • Q2 2018: $10.0bn
  • Q3 2018: $9.7bn
  • Q4 2018: $10.9bn
  • Q1 2019: $16.3bn
  • Q2 2019: $12.8bn
  • Q3 2019: $11.4bn
  • Q4 2019: $9.8bn
  • Q1 2020: $5.0bn
  • Q2 2020: $6.0bn
  • Q3 2020: $8.3bn
  • Q4 2020: $11.6bn
  • Q1 2021: $11.3bn
  • Q2 2021: $15.6bn
  • Q3 2021: $18.3bn
  • Q4 2021: $17.2bn
  • Q1 2022: $24.8bn
  • Q2 2022: $23.6bn
  • Q3 2022: $19.8bn
  • Q4 2022: $18.3bn
  • Q1 2023: $16.4bn
  • Q2 2023: $16.2bn
  • Q3 2023: $16.5bn
  • Q4 2023: $17.9bn
  • Q1 2024: $19.8bn
  • Q2 2024: $19.2bn
  • Q3 2024: $17.7bn
  • Q4 2024: $21.8bn
  • Q1 2025: $21.6bn
  • Q2 2025: $24.8bn
  • Q3 2025: $25.5bn
  • Q4 2025: $27.4bn
  • Q1 2026: $22.4bn
  • Q2 2026: $24.4bn
Share of the book in the ten largest positions
0%46%91%Q2 2013: 90%Q3 2013: 91%Q4 2013: 90%Q1 2014: 89%14Q2 2014: 90%Q3 2014: 90%Q4 2014: 89%Q1 2015: 88%15Q2 2015: 88%Q3 2015: 76%Q4 2015: 80%Q1 2016: 82%16Q2 2016: 79%Q3 2016: 84%Q4 2016: 83%Q1 2017: 86%17Q2 2017: 83%Q3 2017: 82%Q4 2017: 81%Q1 2018: 73%18Q2 2018: 70%Q3 2018: 71%Q4 2018: 62%Q1 2019: 79%19Q2 2019: 69%Q3 2019: 66%Q4 2019: 67%Q1 2020: 68%20Q2 2020: 76%Q3 2020: 54%Q4 2020: 43%Q1 2021: 39%21Q2 2021: 33%Q3 2021: 38%Q4 2021: 36%Q1 2022: 34%22Q2 2022: 29%Q3 2022: 32%Q4 2022: 32%Q1 2023: 35%23Q2 2023: 35%Q3 2023: 34%Q4 2023: 31%Q1 2024: 32%24Q2 2024: 35%Q3 2024: 32%Q4 2024: 43%Q1 2025: 32%25Q2 2025: 36%Q3 2025: 33%Q4 2025: 36%Q1 2026: 41%26Q2 2026: 40%
  • Q2 2013: 90%
  • Q3 2013: 91%
  • Q4 2013: 90%
  • Q1 2014: 89%
  • Q2 2014: 90%
  • Q3 2014: 90%
  • Q4 2014: 89%
  • Q1 2015: 88%
  • Q2 2015: 88%
  • Q3 2015: 76%
  • Q4 2015: 80%
  • Q1 2016: 82%
  • Q2 2016: 79%
  • Q3 2016: 84%
  • Q4 2016: 83%
  • Q1 2017: 86%
  • Q2 2017: 83%
  • Q3 2017: 82%
  • Q4 2017: 81%
  • Q1 2018: 73%
  • Q2 2018: 70%
  • Q3 2018: 71%
  • Q4 2018: 62%
  • Q1 2019: 79%
  • Q2 2019: 69%
  • Q3 2019: 66%
  • Q4 2019: 67%
  • Q1 2020: 68%
  • Q2 2020: 76%
  • Q3 2020: 54%
  • Q4 2020: 43%
  • Q1 2021: 39%
  • Q2 2021: 33%
  • Q3 2021: 38%
  • Q4 2021: 36%
  • Q1 2022: 34%
  • Q2 2022: 29%
  • Q3 2022: 32%
  • Q4 2022: 32%
  • Q1 2023: 35%
  • Q2 2023: 35%
  • Q3 2023: 34%
  • Q4 2023: 31%
  • Q1 2024: 32%
  • Q2 2024: 35%
  • Q3 2024: 32%
  • Q4 2024: 43%
  • Q1 2025: 32%
  • Q2 2025: 36%
  • Q3 2025: 33%
  • Q4 2025: 36%
  • Q1 2026: 41%
  • Q2 2026: 40%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Spdr S&P 500 Etf Trust(SPY)Q2 2013$4.8bnQ4 2024$4.0bn
iShares Core S&P500 ETF(IVV)Q2 2013$2.9bnQ4 2025$2.2bn
Nvidia Corp(NVDA)Q2 2013$1.1bnQ2 2025$774m
Broadcom Inc(AVGO)Q1 2022$568mQ1 2026$498m
Amazon Com Inc(AMZN)Q1 2014$914mQ1 2026$483m
Alphabet Inc(GOOGL)Capital Stock Class AQ1 2016$987mQ2 2025$473m
Lam Research Corp(LRCX)Q4 2024$521mQ4 2025$407m
Vanguard Index S&P 500 ETF Shares(VOO)Q2 2024$315mQ2 2026$315m
Advanced Micro Devices Inc(AMD)Q4 2019$355mQ4 2025$313m
iShares MSCI South Korea ETF(EWY)Q3 2016$280mQ2 2026$280m
Microsoft Corp(MSFT)Q2 2013$853mQ2 2025$266m
Newmont Mining Corp(NEM)Q2 2013$252mQ2 2026$252m
iShares MSCI Emerging Markets ETF(EEM)Q3 2013$3.3bnQ3 2014Below the listed rangelast listed Q2 2024
iShares MSCI Emerg MKT(EEM)Q2 2013$3.1bnQ2 2013Below the listed rangelast listed Q2 2013
SPDR Gold Trust(GLD)Q2 2017$968mQ3 2020Soldlast listed Q2 2025
Alibaba Group HLDG LTD(BABA)Sponsored ADSQ2 2018$814mQ1 2022Soldlast listed Q1 2025
iShares Core Sp500 ETF(IVV)Q4 2021$644mQ2 2022Below the listed rangelast listed Q2 2022
iShares MSCI Brazil ETF(EWZ)Q4 2017$535mQ3 2019Soldlast listed Q3 2024
Salesforce Com Inc(CRM)Q1 2014$512mQ4 2025Soldlast listed Q4 2025
Pinduoduo Inc(PDD)Sponsored ADSQ2 2019$357mQ4 2023Soldlast listed Q1 2025

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q4 2019: $9.8bn across 471 positions

Against Q3 2019: 258 new, 101 added to, 104 trimmed, 120 sold out, across all 471 positions.

Turnover about 10% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • iShares MSCI Taiwan ETF (EWT)+$36m
  • iShares MSCI India ETF (INDA)+$9.5m
  • iShares MSCI China ETF (MCHI)+$8.4m
  • iShares MSCI Mexico ETF (EWW)+$7.3m
  • iShares China Lg-capital ETF (FXI)+$6.8m
  • Lennar Corp (LEN)+$6.2m
  • Lowes Cos Inc (LOW)+$6.1m
  • Delta Air Lines Inc Del (DAL)+$5.6m

Largest reductions

  • iShares Core MSCI Emkt (IEMG)-$422m
  • Vanguard Intl Equity Index Ftse EMR MKT ETF (VWO)-$404m
  • iShares MSCI Emerging Markets ETF (EEM)-$353m
  • Alliance Data Systems Corp (BFH)-$59m
  • L Brands Inc-$52m
  • Macys Inc (M)-$52m
  • Ralph Lauren Corp (RL)-$45m
  • Nordstrom Inc-$33m

Opened

  • JPMorgan Chase & Co (JPM)$91m
  • Bank of America Corporation (BAC)$66m
  • Wells Fargo & Co New (WFC)$48m

Sold out

  • Biogen Idec Inc (BIIB)was $55m
  • Cimarex Energy Cowas $47m
  • Walgreens Boots Alliance Incwas $47m
  • Alexion Pharmaceuticals Incwas $47m
  • Davita Healthcare Partners I (DVA)was $42m
  • CBS Corp Newwas $38m
  • Foot Locker Incwas $35m
  • Amerisourcebergen Corp (COR)was $33m

Largest positions, Q4 2019

The largest 25 of 471 reported positions.

PositionValueWeightOn the quarter
Spdr S&P 500 Etf Trust (SPY)$2.2bn23.0%Trimmed
Vanguard Intl Equity Index Ftse EMR MKT ETF (VWO)$1.1bn11.2%Trimmed
iShares Core S&P500 ETF (IVV)$707m7.2%Held
SPDR Gold Trust (GLD)$580m5.9%Held
iShares MSCI Brazil ETF (EWZ)$521m5.3%Trimmed
iShares Core MSCI Emkt (IEMG)$426m4.3%Trimmed
iShares IBOXX INV CP ETF (LQD)$298m3.0%Trimmed
iShares IBOXX High Yield ETF (HYG)$269m2.7%Trimmed
iShares 20 Year Treasury Bond ETF (TLT)$263m2.7%Added
iShares MSCI EAFE ETF (EFA)$188m1.9%Held
Vanguard Tax Managed Intl FD Ftse DEV MKT ETF (VEA)$188m1.9%Held
iShares MSCI Taiwan ETF (EWT)$181m1.9%Added
iShares MSCI South Korea ETF (EWY)$178m1.8%Trimmed
iShares Core MSCI EAFE (IEFA)$174m1.8%Held
iShares Gold Trust$169m1.7%Held
iShares MSCI Emerging Markets ETF (EEM)$160m1.6%Trimmed
iShares JPMorgan USD EMG (EMB)$150m1.5%Trimmed
iShares MSCI India ETF (INDA)$132m1.4%Added
JPMorgan Chase & Co (JPM)$91m0.9%New
Bank of America Corporation (BAC)$66m0.7%New
Alibaba Group HLDG LTD (BABA)$66m0.7%Trimmed
Wells Fargo & Co New (WFC)$48m0.5%New
iShares MSCI Mexico ETF (EWW)$44m0.4%Added
iShares MSCI China ETF (MCHI)$42m0.4%Added
iShares China Lg-capital ETF (FXI)$41m0.4%Added

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Invesco Ltdat least 32%233Compare
AQR Capital Management LLCat least 31%252Compare
Arrowstreet Capital LPat least 30%227Compare
T. Rowe Price Associates Incat least 30%213Compare
Man Group PLCat least 30%217Compare
Fidelity (FMR LLC)at least 29%214Compare
Neuberger Berman Group LLCat least 28%180Compare
MFS Investment Managementat least 28%202Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Bridgewater Associates LP$24.4bn13F-HR
Q1 2026Bridgewater Associates LP$22.4bn13F-HR
Q4 2025Bridgewater Associates LP$27.4bn13F-HR
Q3 2025Bridgewater Associates LP$25.5bn13F-HR
Q2 2025Bridgewater Associates LP$24.8bn13F-HR
Q1 2025Bridgewater Associates LP$21.6bn13F-HR
Q4 2024Bridgewater Associates LP$21.8bn13F-HR
Q3 2024Bridgewater Associates LP$17.7bn13F-HR
Q2 2024Bridgewater Associates LP$19.2bn13F-HR
Q1 2024Bridgewater Associates LP$19.8bn13F-HR
Q4 2023Bridgewater Associates LP$17.9bn13F-HR
Q3 2023Bridgewater Associates LP$16.5bn13F-HR
Q2 2023Bridgewater Associates LP$16.2bn13F-HR
Q1 2023Bridgewater Associates LP$16.4bn13F-HR
Q4 2022Bridgewater Associates LP$18.3bn13F-HR
Q3 2022Bridgewater Associates LP$19.8bn13F-HR
Q2 2022Bridgewater Associates LP$23.6bn13F-HR
Q1 2022Bridgewater Associates LP$24.8bn13F-HR
Q4 2021Bridgewater Associates LP$17.2bn13F-HR
Q3 2021Bridgewater Associates LP$18.3bn13F-HR
Q2 2021Bridgewater Associates LP$15.6bn13F-HR
Q1 2021Bridgewater Associates LP$11.3bn13F-HR
Q4 2020Bridgewater Associates LP$11.6bn13F-HR
Q3 2020Bridgewater Associates LP$8.3bn13F-HR
Q2 2020Bridgewater Associates LP$6.0bn13F-HR
Q1 2020Bridgewater Associates LP$5.0bn13F-HR
Q4 2019Bridgewater Associates LP$9.8bn13F-HR
Q3 2019Bridgewater Associates LP$11.4bn13F-HR
Q2 2019Bridgewater Associates LP$12.8bn13F-HR
Q1 2019Bridgewater Associates LP$16.3bn13F-HR
Q4 2018Bridgewater Associates LP$10.9bn13F-HR
Q3 2018Bridgewater Associates LP$9.7bn13F-HR
Q2 2018Bridgewater Associates LP$10.0bn13F-HR
Q1 2018Bridgewater Associates LP$10.5bn213F-HR
Q4 2017Bridgewater Associates LP$12.2bn13F-HR
Q3 2017Bridgewater Associates LP$14.9bn13F-HR
Q2 2017Bridgewater Associates LP$10.9bn13F-HR
Q1 2017Bridgewater Associates LP$8.8bn13F-HR
Q4 2016Bridgewater Associates LP$10.5bn13F-HR
Q3 2016Bridgewater Associates LP$10.2bn13F-HR
Q2 2016Bridgewater Associates LP$8.0bn13F-HR
Q1 2016Bridgewater Associates LP$7.9bn13F-HR
Q4 2015Bridgewater Associates LP$7.7bn13F-HR
Q3 2015Bridgewater Associates LP$7.5bn13F-HR
Q2 2015Bridgewater Associates LP$10.8bn13F-HR
Q1 2015Bridgewater Associates LP$12.8bn13F-HR
Q4 2014Bridgewater Associates LP$12.5bn13F-HR
Q3 2014Bridgewater Associates LP$12.8bn13F-HR
Q2 2014Bridgewater Associates LP$13.3bn13F-HR
Q1 2014Bridgewater Associates LP$12.2bn13F-HR
Q4 2013Bridgewater Associates LP$12.5bn13F-HR
Q3 2013Bridgewater Associates LP$11.9bn13F-HR
Q2 2013Bridgewater Associates LP$11.4bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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