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Lazard Asset Management position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2025)4 sh
Reported value held$1
Portfolio Weight0.00%
First reportedQ2 2022
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q2 2022 | 24.26K | $4.47M | New |
| Q3 2022 | 4.10K | $896.00K | Reduce |
| Q4 2022 | 1.03K | $221 | Reduce |
| Q1 2023 | 7.76K | $1.57K | Add |
| Q2 2023 | 3.12K | $677 | Reduce |
| Q3 2023 | 284 | $67 | Reduce |
| Q4 2023 | 54 | $12 | Reduce |
| Q1 2024 | 940 | $247 | Add |
| Q2 2024 | 51 | $14 | Reduce |
| Q3 2024 | 12.91K | $3.00K | Add |
| Q4 2024 | 7.58K | $2.48K | Reduce |
| Q1 2025 | 8.99K | $2.94K | Add |
| Q2 2025 | 4 | $1 | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
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- 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
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- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026