Position in LAZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$247,500,755
-$9,712,920 QoQ
Shares Held
5,826,289
+10.0% QoQ
Ownership
5.22%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ARIEL INVESTMENTS, LLC holds $285,367,834 across 2 Capital Markets names. LAZ ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAZ |
Lazard, Inc.
This page
|
5,826,289 | $247,500,755 | |
| 2 | SCHW |
Schwab Charles Corp
|
402,927 | $37,867,079 |
All Filings in LAZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,500,755 | 5,826,289 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $257,213,675 | 5,296,822 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $276,878,020 | 5,245,889 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $276,076,775 | 5,753,997 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $243,314,823 | 5,619,280 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $288,196,107 | 5,598,215 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $309,880,729 | 6,150,868 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $230,670,425 | 6,041,656 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $264,562,208 | 6,318,658 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||