Position in LAZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,476,951
+$59,690 QoQ
Shares Held
82,903
+3.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 343 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. LAZ ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
91,702 | $12,299,989 | |
| 2 | MC |
Moelis & Co
|
94,704 | $6,195,535 | |
| 3 | EVR |
Evercore Inc.
|
15,547 | $5,308,367 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4,758 | $4,812,098 | |
| 5 | LAZ |
Lazard, Inc.
This page
|
82,903 | $3,476,951 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
29,762 | $3,377,689 | |
| 7 | PJT |
PJT Partners Inc.
|
15,195 | $2,293,533 | |
| 8 | MS |
Morgan Stanley
|
10,272 | $2,147,258 |
All Filings in LAZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,476,951 | 82,903 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $3,417,261 | 80,444 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,096,424 | 84,358 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,744,499 | 89,892 | Shares | Defined | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||