Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,868,640
+$1,933,282 QoQ
Shares Held
360,925
+74.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 318 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $546,179,819 across 24 Capital Markets names. XP ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,346,506 | $308,782,108 | |
| 2 | GS |
Goldman Sachs Group Inc
|
82,366 | $83,302,501 | |
| 3 | BGC |
BGC Group, Inc.
|
5,415,536 | $57,892,079 | |
| 4 | MS |
Morgan Stanley
|
214,414 | $44,821,102 | |
| 5 | SF |
Stifel Financial Corp
|
90,386 | $6,306,231 | |
| 6 | XP |
XP Inc.
This page
|
360,925 | $5,868,640 | |
| 7 | TW |
Tradeweb Markets Inc.
|
54,081 | $5,389,712 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42,353 | $4,247,158 |
All Filings in XP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,868,640 | 360,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,935,358 | 206,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $980,988 | 59,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,546,071 | 241,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,941,806 | 145,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,100,546 | 152,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $753,671 | 63,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,465 | 2,813 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $234 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $281 | 12 | Shares | Sole | 2023-08-15 | |
| 2021-12-31 | $86 | 3 | Shares | Other | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||