Position in LAZ
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$53,835,837
-$18,045,976 QoQ
Shares Held
1,267,322
-14.4% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. LAZ ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
This page
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,835,837 | 1,267,322 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $71,881,813 | 1,480,268 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $83,832,637 | 1,588,341 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $85,326,576 | 1,778,378 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $77,258,326 | 1,784,257 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $99,863,682 | 1,939,854 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $113,357,467 | 2,250,049 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $78,030,526 | 2,043,754 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $82,227,026 | 1,963,865 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||