Lazard Asset Management
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Lazard Asset Management’s Interactive Brokers IBKR Stock Holding History

Lazard Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,089
Closed -$725K – 2051
2025
Q2 		$725K Buy
13,089
+13,061
+46,646% +$620K ﹤0.01% 1395
2025
Q1 		$1K Buy
28
+16
+133% +$793 ﹤0.01% 2243
2024
Q4 		$0 Hold
12
– – ﹤0.01% 2390
2024
Q3 		$0 Hold
12
– – ﹤0.01% 2350
2024
Q2 		$0 Buy
+12
New +$358 ﹤0.01% 2326
2024
Q1 		– Sell
-20
Closed – – 2196
2023
Q4 		$0 Hold
20
– – ﹤0.01% 2345
2023
Q3 		$0 Buy
20
+4
+25% +$89 ﹤0.01% 2370
2023
Q2 		$0 Hold
16
– – ﹤0.01% 2410
2023
Q1 		$0 Sell
16
-34,056
-100% -$693K ﹤0.01% 2416
2022
Q4 		$616K Buy
34,072
+34,056
+212,850% +$636K ﹤0.01% 1078
2022
Q3 		$0 Sell
16
-4
-20% -$62 ﹤0.01% 2429
2022
Q2 		$0 Hold
20
– – ﹤0.01% 2462
2022
Q1 		$0 Buy
+20
New +$344 ﹤0.01% 2412
2018
Q3 		– Sell
-83,672
Closed -$1.35M – 1081
2018
Q2 		$1.35M Buy
+83,672
New +$1.51M ﹤0.01% 704

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management's IBKR Position: Q3 2025 in Review

Lazard Asset Management sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 13,089 shares — an estimated $725K sold.

Lazard Asset Management first reported a position in IBKR in Q2 2018 and held it in 14 quarters. The position peaked at $1.35M in Q2 2018. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Lazard Asset Management reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 13,089 Interactive Brokers shares in Q3 2025, an estimated $725K.
  • Lazard Asset Management first reported a position in Interactive Brokers in Q2 2018 and held it in 14 quarters.
  • Lazard Asset Management's Interactive Brokers position peaked at $1.35M in Q2 2018.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.