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Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in LAZ — Lazard, Inc.

CIK 1407543 Berwyn, PA
Back to LAZ Full portfolio

Position in LAZ

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$3,736,854
+$644,905 QoQ
Shares Held
89,100
+22.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 343 holders
Holding Since
Mar 2024
10 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, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. LAZ ranks #18 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 3,093,632 $646,692,833
2 SCHW
Schwab Charles Corp
 5,571,968 $514,125,487
3 GS
Goldman Sachs Group Inc
 292,463 $295,788,304
4 LPLA
LPL Financial Holdings Inc.
 290,125 $81,722,410
5 IBKR
Interactive Brokers Group, Inc.
 937,891 $81,634,032
6 HOOD
Robinhood Markets, Inc.
 531,618 $53,310,653
7 SF
Stifel Financial Corp
 638,582 $44,553,866
8 HLI
Houlihan Lokey, Inc.
 288,794 $38,735,939

All Filings in LAZ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,736,854 89,100
2026-03-31 $3,091,949 72,786
2025-12-31 $2,175,196 44,794
2025-09-30 $4,337,302 82,177
2025-06-30 $14,511,023 302,439
2025-03-31 $12,451,954 287,574
2024-12-31 $13,492,599 262,094
2024-09-30 $13,348,684 264,960
2024-06-30 $10,838,958 283,891
2024-03-31 $12,675,975 302,746