Lazard Asset Management
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Lazard Asset Management’s LPL Financial LPLA Stock Holding History

Lazard Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$1K – 2102
2025
Q2 		$1K Sell
4
-8,988
-100% -$3.15M ﹤0.01% 2256
2025
Q1 		$2.94M Buy
8,992
+1,410
+19% +$491K ﹤0.01% 845
2024
Q4 		$2.48M Sell
7,582
-5,326
-41% -$1.57M ﹤0.01% 808
2024
Q3 		$3M Buy
12,908
+12,857
+25,210% +$2.9M ﹤0.01% 769
2024
Q2 		$14K Sell
51
-889
-95% -$241K ﹤0.01% 2037
2024
Q1 		$247K Buy
940
+886
+1,641% +$224K ﹤0.01% 1238
2023
Q4 		$12K Sell
54
-230
-81% -$51.7K ﹤0.01% 2087
2023
Q3 		$67K Sell
284
-2,836
-91% -$659K ﹤0.01% 1771
2023
Q2 		$677K Sell
3,120
-4,636
-60% -$928K ﹤0.01% 1050
2023
Q1 		$1.57M Buy
7,756
+6,727
+654% +$1.54M ﹤0.01% 948
2022
Q4 		$221K Sell
1,029
-3,074
-75% -$719K ﹤0.01% 1281
2022
Q3 		$896K Sell
4,103
-20,158
-83% -$4.29M ﹤0.01% 1003
2022
Q2 		$4.47M Buy
+24,261
New +$4.61M 0.01% 757
2020
Q3 		– Sell
-179,948
Closed -$14.1M – 1681
2020
Q2 		$14.1M Buy
179,948
+27,109
+18% +$1.81M 0.02% 425
2020
Q1 		$8.32M Buy
152,839
+134,134
+717% +$10.8M 0.02% 459
2019
Q4 		$1.73M Sell
18,705
-165,073
-90% -$14.2M ﹤0.01% 685
2019
Q3 		$15.1M Buy
183,778
+7,420
+4% +$594K 0.02% 388
2019
Q2 		$14.4M Sell
176,358
-707
-0.4% -$55.9K 0.02% 394
2019
Q1 		$12.3M Buy
177,065
+22,449
+15% +$1.62M 0.02% 389
2018
Q4 		$9.44M Sell
154,616
-887
-0.6% -$54.1K 0.02% 416
2018
Q3 		$10M Buy
155,503
+5,612
+4% +$372K 0.02% 447
2018
Q2 		$9.82M Buy
149,891
+7,617
+5% +$501K 0.02% 442
2018
Q1 		$8.69M Buy
+142,274
New +$8.82M 0.01% 459
2015
Q3 		– Sell
-258
Closed -$11K – 1116
2015
Q2 		$11K Sell
258
-33
-11% -$1.43K ﹤0.01% 1049
2015
Q1 		$12K Buy
+291
New +$12.9K ﹤0.01% 1050

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Lazard Asset Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 4 shares — an estimated $1K sold.

Lazard Asset Management first reported a position in LPLA in Q1 2015 and held it in 25 quarters. The position peaked at $15.1M in Q3 2019. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Lazard Asset Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 4 LPL Financial shares in Q3 2025, an estimated $1K.
  • Lazard Asset Management first reported a position in LPL Financial in Q1 2015 and held it in 25 quarters.
  • Lazard Asset Management's LPL Financial position peaked at $15.1M in Q3 2019.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

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