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Bridgewater Associates position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)6.90K sh
Reported value held$1.94M
Portfolio Weight0.01%
First reportedQ3 2021
Last changeNew
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 32.59K | $5.11M | New |
| Q4 2021 | 15.29K | $2.45M | Reduce |
| Q1 2022 | 13.44K | $2.46M | Reduce |
| Q2 2022 | 6.42K | $1.19M | Reduce |
| Q3 2022 | 18.97K | $4.14M | Add |
| Q4 2022 | 20.05K | $4.33M | Add |
| Q2 2023 | 5.96K | $1.30M | New |
| Q3 2023 | 32.69K | $7.77M | Add |
| Q4 2023 | 42.80K | $9.74M | Add |
| Q1 2024 | 8.12K | $2.15M | Reduce |
| Q2 2024 | 10.85K | $3.03M | Add |
| Q3 2024 | 35.85K | $8.34M | Add |
| Q4 2024 | 64.88K | $21.19M | Add |
| Q1 2025 | 222.87K | $72.91M | Add |
| Q2 2025 | 192.66K | $72.24M | Reduce |
| Q3 2025 | 208.74K | $69.45M | Add |
| Q4 2025 | 118.29K | $42.25M | Reduce |
| Q2 2026 | 6.90K | $1.94M | New |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
- Vanguard Group 8.15M sh · $2.91B · Q4 2025
- BlackRock Inc 4.73M sh · $1.33B · Q2 2026
- Dodge & Cox 4.58M sh · $1.29B · Q2 2026
- Janus Henderson Group 3.67M sh · $1.10B · Q1 2026
- Principal Global Investors 2.68M sh · $756.31M · Q2 2026
- Capital World Investors 2.34M sh · $660.05M · Q2 2026
- Goldman Sachs Group 1.70M sh · $477.72M · Q2 2026
- Geode Capital Management 1.50M sh · $422.04M · Q2 2026
- MFS Investment Management 1.46M sh · $413.83M · Q2 2026
- Lone Pine Capital 1.22M sh · $343.40M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026