Ray Dalio's LPLA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 118,294 shares of LPL Financial Holdings Inc. (LPLA) worth $42.25 M, representing 0.15% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in LPLA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 157,989 shares. Largest reduction occurred in Q4 2025, reducing 90,450 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's LPL Financial Holdings (LPLA) Holding Value Over Time
Track share changes against reported price movement
Quarterly LPL Financial Holdings (LPLA) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -90,450 | Reduce 43.33% | 118,294 | $357.17 |
| Q3 2025 | +16,089 | Add 8.35% | 208,744 | $332.69 |
| Q2 2025 | -30,218 | Reduce 13.56% | 192,655 | $374.97 |
| Q1 2025 | +157,989 | Add 243.49% | 222,873 | $327.14 |
| Q4 2024 | +29,036 | Add 81.00% | 64,884 | $326.51 |
| Q3 2024 | +24,998 | Add 230.40% | 35,848 | $232.63 |
| Q2 2024 | +2,728 | Add 33.59% | 10,850 | $279.30 |
| Q1 2024 | -34,677 | Reduce 81.02% | 8,122 | $264.20 |
| Q4 2023 | +10,105 | Add 30.91% | 42,799 | $227.62 |
| Q3 2023 | +26,734 | Add 448.56% | 32,694 | $237.65 |
| Q2 2023 | +5,960 | New Buy | 5,960 | $217.43 |
| Q1 2023 | -20,053 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,082 | Add 5.70% | 20,053 | $216.17 |
| Q3 2022 | +12,547 | Add 195.31% | 18,971 | $218.49 |
| Q2 2022 | -7,018 | Reduce 52.21% | 6,424 | $184.46 |
| Q1 2022 | -1,846 | Reduce 12.07% | 13,442 | $182.71 |
| Q4 2021 | -17,303 | Reduce 53.09% | 15,288 | $160.06 |
| Q3 2021 | +7,123 | Add 27.97% | 32,591 | $156.76 |
| Q2 2021 | +1,185 | Add 4.88% | 25,468 | $134.99 |
| Q1 2021 | +10,146 | Add 71.77% | 24,283 | $142.16 |
| Q4 2020 | +14,137 | New Buy | 14,137 | $104.19 |
| Q1 2020 | -16,812 | Sold Out | 0 | $0.00 |
| Q4 2019 | +16,812 | New Buy | 16,812 | $92.26 |
Ray Dalio's LPL Financial Holdings Investment FAQs
Ray Dalio first purchased LPL Financial Holdings Inc. (LPLA) in Q4 2019, acquiring 16,812 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held LPL Financial Holdings Inc. (LPLA) for 23 quarters since Q4 2019.
Ray Dalio's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2025, adding 222,873 shares worth $72.91 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 118,294 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $42.25 M.
As of the Q4 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.15% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in LPL Financial Holdings Inc. (LPLA) was 222,873 shares, as reported at the end of Q1 2025.