Ray Dalio's LPLA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 208.7K shares of LPL Financial Holdings Inc. (LPLA) worth $69.45 M, representing 0.27% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 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 158.0K shares. Largest reduction occurred in Q1 2024, reducing 34.7K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +16,812 | New Buy | 16,812 | $92.26 |
| Q1 2020 | -16,812 | Sold Out | 16,812 | $0.00 |
| Q4 2020 | +14,137 | New Buy | 14,137 | $104.19 |
| Q1 2021 | +10,146 | Add 71.77% | 24,283 | $142.16 |
| Q2 2021 | +1,185 | Add 4.88% | 25,468 | $134.99 |
| Q3 2021 | +7,123 | Add 27.97% | 32,591 | $156.76 |
| Q4 2021 | -17,303 | Reduce 53.09% | 15,288 | $160.06 |
| Q1 2022 | -1,846 | Reduce 12.07% | 13,442 | $182.71 |
| Q2 2022 | -7,018 | Reduce 52.21% | 6,424 | $184.46 |
| Q3 2022 | +12,547 | Add 195.31% | 18,971 | $218.49 |
| Q4 2022 | +1,082 | Add 5.70% | 20,053 | $216.17 |
| Q1 2023 | -20,053 | Sold Out | 20,053 | $0.00 |
| Q2 2023 | +5,960 | New Buy | 5,960 | $217.43 |
| Q3 2023 | +26,734 | Add 448.56% | 32,694 | $237.65 |
| Q4 2023 | +10,105 | Add 30.91% | 42,799 | $227.62 |
| Q1 2024 | -34,677 | Reduce 81.02% | 8,122 | $264.20 |
| Q2 2024 | +2,728 | Add 33.59% | 10,850 | $279.30 |
| Q3 2024 | +24,998 | Add 230.40% | 35,848 | $232.63 |
| Q4 2024 | +29,036 | Add 81.00% | 64,884 | $326.51 |
| Q1 2025 | +157,989 | Add 243.49% | 222,873 | $327.14 |
| Q2 2025 | -30,218 | Reduce 13.56% | 192,655 | $374.97 |
| Q3 2025 | +16,089 | Add 8.35% | 208,744 | $332.69 |
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 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to LPL Financial Holdings Inc. (LPLA) was in Q1 2025, adding 222,873 shares worth $72.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 208,744 shares of LPL Financial Holdings Inc. (LPLA), valued at approximately $69.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, LPL Financial Holdings Inc. (LPLA) represents approximately 0.27% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in LPL Financial Holdings Inc. (LPLA) was 222,873 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.