Position in LAZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,385,658
+$6,351,938 QoQ
Shares Held
315,105
+117.5% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. LAZ ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,385,658 | 315,105 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,033,720 | 144,846 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,817,645 | 129,171 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $6,232,313 | 129,894 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,687,337 | 154,442 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,164,933 | 158,604 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $9,534,162 | 189,245 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $18,229,611 | 477,465 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $19,079,695 | 455,689 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||