Lsv Asset Management
Josef Lakonishok
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
871
Market Value
$46.4B
Portfolio Analysis
AIPreviewI. Institutional Overview
LSV Asset Management, under the leadership of the renowned academic and investor Josef Lakonishok, represents one of the most sophisticated applications of quantitative value investing in the global financial markets. As of the portfolio snapshot taken on March 31, 2026, the institution manages a massive equity portfolio with a total reported market value...
The institutional "psychological portrait" of LSV Asset Management is defined by its unwavering commitment to contrarian value principles, filtered through the lens of rigorous statistical analysis. Unlike concentrated hedge funds that may bet the house on a handful of high-conviction ideas, LSV operates with an extraordinary level of diversification. With...
The current scale of $46.40 billion reflects an institution that is in a state of mature stability. By managing such a vast number of positions, LSV effectively creates a "value-tilted" version of the broader market. This strategy is designed to capture the "value premium"—the historical tendency for undervalued stocks to outperform over long horizons—while...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| GOOGL | 1.7% | 1.9% | 1.4% | - |
| T | 1.4% | 1.2% | 1.4% | 1.6% |
| C | 1.4% | 1.5% | 1.4% | 1.3% |
| CSCO | 1.4% | 1.4% | 1.3% | 1.4% |
| MRK | 1.3% | 1.2% | - | - |
| VZ | 1.3% | - | 1.2% | 1.2% |
| BMY | 1.2% | - | - | - |
| STT | 1.1% | 1.2% | - | 1.2% |
| GM | 1.1% | 1.3% | - | - |
| BK | 1.1% | 1.3% | 1.4% | 1.3% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$GOOGL
1.7%
$T
1.4%
$C
1.4%
$CSCO
1.4%
$MRK
1.3%
$VZ
1.3%
$BMY
1.2%
$STT
1.1%
$GM
1.1%
$BK
1.1%
$WFC
1.1%
$QCOM
1.1%
$PFE
1.1%
$KR
1.0%
$EBAY
1.0%
$DELL
1.0%
$JAZZ
1.0%
$NEM
0.9%
$GILD
0.9%
$HIG
0.9%
$CMCSA
0.8%
$MO
0.8%
$FDX
0.8%
$HCA
0.8%
$FOXA
0.8%
$INCY
0.8%
$CFG
0.8%
$SNX
0.8%
$TXT
0.8%
$BWA
0.8%
$CRUS
0.7%
$EXEL
0.7%
$XOM
0.7%
$CVS
0.7%
$AIG
0.7%
$MPC
0.7%
$PHM
0.7%
$BAC
0.6%
$DIS
0.6%
$VLO
0.6%
$OSK
0.6%
$HPE
0.6%
$ALL
0.6%
$ARW
0.6%
$FHN
0.6%
$GS
0.6%
$DBX
0.6%
$EXPE
0.6%
$DOX
0.6%
$MTG
0.6%