Position in LAZ
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$80,738,123
-$3,096,635 QoQ
Shares Held
1,900,615
+10.1% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. LAZ ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,738,123 | 1,900,615 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $83,834,758 | 1,726,416 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $85,518,482 | 1,620,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,858,538 | 1,518,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $57,248,920 | 1,322,146 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $56,356,337 | 1,094,723 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $44,049,650 | 874,348 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,380,079 | 481,406 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,891,697 | 403,432 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||