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Equibles

DIMENSIONAL FUND ADVISORS LP

Position in LAZ — Lazard, Inc.

CIK 354204 AUSTIN, TX
Back to LAZ Full portfolio

Position in LAZ

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$86,911,001
+$6,172,878 QoQ
Shares Held
2,072,270
+9.0% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 90% Shared 9% None 1%

Common Shares in LAZ Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. LAZ ranks #18 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 1,872,835 $1,894,129,132
2 MS
Morgan Stanley
 7,023,920 $1,468,280,235
3 SCHW
Schwab Charles Corp
 6,309,493 $582,176,917
4 HOOD
Robinhood Markets, Inc.
 2,789,915 $279,772,674
5 LPLA
LPL Financial Holdings Inc.
 820,595 $231,145,198
6 SF
Stifel Financial Corp
 2,902,428 $202,502,398
7 SNEX
StoneX Group Inc.
 2,479,350 $195,868,649
8 RIOT
Riot Platforms, Inc.
 6,987,744 $191,324,429

All Filings in LAZ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $86,911,001 2,072,270
2026-03-31 $80,738,123 1,900,615
2025-12-31 $83,834,758 1,726,416
2025-09-30 $85,518,482 1,620,282
2025-06-30 $72,858,538 1,518,519
2025-03-31 $57,248,920 1,322,146
2024-12-31 $56,356,337 1,094,723
2024-09-30 $44,049,650 874,348
2024-06-30 $18,380,079 481,406
2024-03-31 $16,891,697 403,432