Position in LAZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,717,074
+$332,454 QoQ
Shares Held
398,595
+3.3% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#39
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, 2026CRAWFORD INVESTMENT COUNSEL INC holds $113,997,222 across 6 Capital Markets names. LAZ ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
956,633 | $88,268,526 | |
| 2 | LAZ |
Lazard, Inc.
This page
|
398,595 | $16,717,074 | |
| 3 | PIPR |
Piper Sandler Companies
|
77,533 | $5,608,737 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,630 | $1,585,858 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
9,596 | $1,287,111 | |
| 6 | MS |
Morgan Stanley
|
2,535 | $529,916 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,717,074 | 398,595 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,384,620 | 385,702 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,614,702 | 362,741 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,071,314 | 361,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,931,613 | 373,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,805,972 | 365,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,382,272 | 357,076 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,922,181 | 355,740 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,423,744 | 351,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,876,555 | 331,420 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||