Position in LAZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,172,896
+$4,957,400 QoQ
Shares Held
192,394
+190.6% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.01%
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, 2026SEI INVESTMENTS CO holds $1,102,782,002 across 38 Capital Markets names. LAZ ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,410,293 | $232,091,918 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,924,005 | $180,817,989 | |
| 3 | GS |
Goldman Sachs Group Inc
|
192,687 | $163,011,273 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
689,532 | $99,030,585 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
126,774 | $38,137,421 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
564,427 | $37,856,118 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
860,887 | $35,528,806 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
491,340 | $34,049,861 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,172,896 | 192,394 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,215,496 | 66,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,719,828 | 70,478 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,062,899 | 63,837 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,684,266 | 85,087 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,482,981 | 87,082 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,123,048 | 81,839 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,749,073 | 72,003 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,674,990 | 63,888 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||