Position in LAZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$55,061,808
-$596,398 QoQ
Shares Held
1,296,182
+13.1% QoQ
Ownership
1.16%
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 0%
Shared 100%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. LAZ ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | PIPR |
Piper Sandler Companies
|
2,609,305 | $199,742,293 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,061,808 | 1,296,182 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $55,658,206 | 1,146,174 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $59,861,120 | 1,134,163 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,035,118 | 1,209,569 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $55,565,979 | 1,283,279 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $61,796,642 | 1,200,401 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $63,700,772 | 1,264,406 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,710,460 | 228,142 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,136,816 | 552,587 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||