Ray Dalio's NTRS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 10,905 shares of Northern Trust Corporation (NTRS) worth $1.49 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in NTRS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 67,396 shares. Largest reduction occurred in Q1 2019, reducing 60,037 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Northern Trust Corporation (NTRS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Northern Trust Corporation (NTRS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,905 | New Buy | 10,905 | $136.59 |
| Q4 2024 | -18,648 | Sold Out | 0 | $0.00 |
| Q3 2024 | +13,918 | Add 294.25% | 18,648 | $90.03 |
| Q2 2024 | +4,730 | New Buy | 4,730 | $83.98 |
| Q1 2023 | -49,394 | Sold Out | 0 | $0.00 |
| Q4 2022 | +34,680 | Add 235.69% | 49,394 | $88.49 |
| Q3 2022 | -1,749 | Reduce 10.62% | 14,714 | $85.56 |
| Q2 2022 | -6,925 | Reduce 29.61% | 16,463 | $96.46 |
| Q1 2022 | -13,952 | Reduce 37.36% | 23,388 | $116.47 |
| Q4 2021 | -45,357 | Reduce 54.85% | 37,340 | $119.60 |
| Q3 2021 | +11,521 | Add 16.19% | 82,697 | $107.82 |
| Q2 2021 | +7,811 | Add 12.33% | 71,176 | $115.61 |
| Q1 2021 | +34,219 | Add 117.41% | 63,365 | $105.11 |
| Q4 2020 | +29,146 | New Buy | 29,146 | $93.15 |
| Q1 2020 | -43,847 | Sold Out | 0 | $0.00 |
| Q4 2019 | +43,847 | New Buy | 43,847 | $106.23 |
| Q3 2019 | -26,921 | Sold Out | 0 | $0.00 |
| Q2 2019 | +19,562 | Add 265.82% | 26,921 | $90.00 |
| Q1 2019 | -60,037 | Reduce 89.08% | 7,359 | $90.37 |
| Q4 2018 | +67,396 | New Buy | 67,396 | $83.60 |
| Q4 2017 | -3,662 | Sold Out | 0 | $0.00 |
| Q3 2017 | +3,662 | New Buy | 3,662 | $92.03 |
| Q1 2017 | -25,200 | Sold Out | 0 | $0.00 |
| Q4 2016 | -15,300 | Reduce 37.78% | 25,200 | $89.05 |
| Q3 2016 | +27,700 | Add 216.41% | 40,500 | $68.00 |
| Q2 2016 | +12,800 | New Buy | 12,800 | $66.25 |
| Q3 2015 | -7,100 | Sold Out | 0 | $0.00 |
| Q2 2015 | +7,100 | New Buy | 7,100 | $76.48 |
| Q4 2013 | -14,242 | Sold Out | 0 | $0.00 |
| Q3 2013 | +14,242 | New Buy | 14,242 | $54.35 |
Ray Dalio's Northern Trust Corporation Investment FAQs
Ray Dalio first purchased Northern Trust Corporation (NTRS) in Q3 2013, acquiring 14,242 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 Northern Trust Corporation (NTRS) for 30 quarters since Q3 2013.
Ray Dalio's largest addition to Northern Trust Corporation (NTRS) was in Q4 2018, adding 67,396 shares worth $5.63 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 10,905 shares of Northern Trust Corporation (NTRS), valued at approximately $1.49 M.
As of the Q4 2025 filing, Northern Trust Corporation (NTRS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Northern Trust Corporation (NTRS) was 82,697 shares, as reported at the end of Q3 2021.