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Lazard, Inc.

LAZ
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001311370

In the last 90 days, Lazard, Inc. insiders filed 0 open-market purchases and 1 sale; 345 institutions reported holding it in 13F filings for Q2 2026, worth $4.26B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Lazard, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
262
No complete 13F data for Q4 2020
Shares held
83.3M
No complete 13F data for Q4 2020
Total value
$3.63B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LAZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 262 institutions
Q1 2021: 262 institutionsQ2 2021: 261 institutionsQ3 2021: 241 institutionsQ4 2021: 251 institutionsQ1 2022: 234 institutionsQ2 2022: 215 institutionsQ3 2022: 216 institutionsQ4 2022: 210 institutionsQ1 2023: 210 institutionsQ2 2023: 198 institutionsQ3 2023: 195 institutionsQ4 2023: 165 institutionsQ1 2024: 228 institutionsQ2 2024: 257 institutionsQ3 2024: 274 institutionsQ4 2024: 294 institutionsQ1 2025: 286 institutionsQ2 2025: 302 institutionsQ3 2025: 341 institutionsQ4 2025: 336 institutionsQ1 2026: 337 institutionsQ2 2026: 345 institutions
Value heldQ1 2021: $3.63B
Q1 2021: $3.63BQ2 2021: $3.66BQ3 2021: $3.68BQ4 2021: $3.44BQ1 2022: $2.65BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.25BQ1 2023: $2.11BQ2 2023: $2.12BQ3 2023: $1.97BQ4 2023: $2.17BQ1 2024: $2.96BQ2 2024: $2.94BQ3 2024: $4.00BQ4 2024: $4.17BQ1 2025: $3.80BQ2 2025: $4.15BQ3 2025: $4.41BQ4 2025: $4.31BQ1 2026: $3.91BQ2 2026: $4.26B
Institutions holding LAZ and their total value by quarter
QuarterHoldersValue
Q2 2026345$4.26B
Q1 2026337$3.91B
Q4 2025336$4.31B
Q3 2025341$4.41B
Q2 2025302$4.15B
Q1 2025286$3.80B
Q4 2024294$4.17B
Q3 2024274$4.00B
Q2 2024257$2.94B
Q1 2024228$2.96B
Q4 2023165$2.17B
Q3 2023195$1.97B
Q2 2023198$2.12B
Q1 2023210$2.11B
Q4 2022210$2.25B
Q3 2022216$2.31B
Q2 2022215$2.44B
Q1 2022234$2.65B
Q4 2021251$3.44B
Q3 2021241$3.68B
Q2 2021261$3.66B
Q1 2021262$3.63B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lazard, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LAZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dividend Assets Capital, LLC20$1.00K0.00%––
Earnest Partners LLC50$2.00K0.00%––
Denali Advisors LLC56$2.00K0.00%––
Gradient Investments LLC42$2.00K0.00%––
Jones Financial Companies LLLP63$3.00K0.00%––
IFP Advisors, Inc75$3.00K0.00%––
Alpha DNA Investment Management LLC77$3.00K0.00%––
Allred Capital Management, LLC74$3.22K0.00%––
Asset Dedication, LLC102$4.00K0.00%––
Arkadios Wealth Advisors109$4.00K0.00%––
Spire Wealth Management100$4.00K0.00%––
Central Trust Co–$5.00K0.00%––
Country Trust Bank116$5.00K0.00%––
Federation des caisses Desjardins du Quebec136$5.92K0.00%––
CWM, LLC134$6.00K0.00%––
Huntington National Bank174$8.00K0.00%––
Captrust Financial Advisors200$9.00K0.00%––
RMR Wealth Builders197$9.00K0.00%––
First Mercantile Trust Co223$10.0K0.00%––
Global Retirement Partners, LLC240$10.0K0.00%––
Piscataqua Savings Bank219$10.0K0.01%––
Group One Trading, L.P.290$13.0K0.00%––
MUFG Americas Holdings Corp300$13.0K0.00%––
Sandy Spring Bank306$13.0K0.00%––
Heritage Wealth Advisors300$13.1K0.00%––
WealthShield Partners, LLC317$14.0K0.00%––
JFS Wealth Advisors, LLC351$15.0K0.00%––
Capital Analysts, LLC340$15.0K0.00%––
Johnson Midwest Financial, LLC340$15.0K0.02%––
Loomis Sayles & Co L P374$16.0K0.00%––
Old North State Trust, LLC375$16.0K0.01%––
Fifth Third Bancorp430$19.0K0.00%––
Proequities, Inc.440$19.0K0.00%––
Pacitti Group Inc.459$19.0K0.01%––
International Assets Investment Management, LLC438$19.0K0.00%––
RBA Wealth Management, LLC466$20.3K0.02%––
GPS Wealth Strategies Group, LLC500$21.0K0.01%––
Oakworth Capital, Inc.500$22.0K0.00%––
Steward Partners Investment Advisory, LLC626$27.2K0.00%––
Harbour Investments, Inc.640$28.0K0.00%––
Whittier Trust Co642$28.0K0.00%––
US Bancorp697$30.0K0.00%––
Simplex Trading, LLC694$30.0K0.00%––
Cutler Group LP730$31.0K0.00%––
The PNC Financial Services Group, Inc.804$34.0K0.00%––
Valeo Financial Advisors, LLC1,011$44.0K0.00%––
Harvest Fund Management Co., Ltd1,054$45.0K0.00%––
Walleye Trading LLC1,154$50.0K0.00%––
Manchester Financial Inc1,185$52.0K0.02%––
American International Group, Inc.1,207$53.0K0.00%––
American Portfolios Advisors1,244$54.1K0.00%––
Geneos Wealth Management Inc.1,366$61.0K0.00%––
Neo Ivy Capital Management1,797$78.0K0.09%––
Metropolitan Life Insurance Co2,042$88.8K0.00%––
FinTrust Capital Advisors, LLC2,080$91.0K0.03%––
Northwestern Mutual Wealth Management Co2,121$92.0K0.00%––
AlphaMark Advisors, LLC2,950$128.0K0.05%––
Eaton Vance Management2,997$130.0K0.00%––
Globeflex Capital L P3,217$140.0K0.03%––
Rational Advisors LLC3,720$162.0K0.03%––
Skandinaviska Enskilda Banken AB (publ)4,700$204.0K0.00%––
Moloney Securities Asset Management, LLC4,711$205.0K0.04%––
Wedge Capital Management L L P4,735$206.0K0.00%––
Schroder Investment Management Group4,800$209.0K0.00%––
Laird Norton Trust Company, LLC5,000$211.0K0.02%––
Valley National Advisers Inc4,956$216.0K0.04%––
Comerica Bank4,685$218.0K0.00%––
Utah Retirement Systems5,200$226.0K0.00%––
Simmons Bank5,419$235.0K0.02%––
Raymond James Trust N.A.5,419$236.0K0.01%––
Whitener Capital Management, Inc.5,500$239.0K0.10%––
Seelaus Asset Management LLC5,616$244.0K0.16%––
Los Angeles Capital Management LLC5,700$248.0K0.00%––
Spears Abacus Advisors LLC5,806$253.0K0.02%––
Brookstone Capital Management6,044$263.0K0.01%––
Boston Private Wealth LLC6,039$263.0K0.00%––
Sterling Manor Financial, LLC6,400$278.0K0.25%––
QS Investors, LLC6,400$279.0K0.00%––
First Hawaiian Bank6,430$280.0K0.01%––
Brewin Dolphin Ltd6,540$284.6K0.02%––
Credit Suisse AG6,970$303.0K0.00%––
Morse Asset Management, Inc7,000$305.0K0.08%––
Ensign Peak Advisors, Inc7,045$307.0K0.00%––
Jackson Creek Investment Advisors LLC7,258$316.0K0.11%––
Investors Research Corp7,350$320.0K0.12%––
Lathrop Investment Management Corp7,465$325.0K0.07%––
Alps Advisors Inc7,650$333.0K0.00%––
Panagora Asset Management Inc7,719$336.0K0.00%––
Parametric Portfolio Associates LLC7,970$347.0K0.00%––
Maryland State Retirement & Pension System8,002$348.0K0.01%––
NEXT Financial Group, Inc8,105$353.0K0.03%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8,235$358.0K0.14%––
Tower Research Capital LLC (TRC)8,340$363.0K0.01%––
Belpointe Asset Management LLC8,377$365.0K0.03%––
Meristem Family Wealth, LLC8,414$366.0K0.07%––
New York State Teachers Retirement System8,600$374.0K0.00%––
Shulman DeMeo Asset Management LLC8,839$385.0K0.10%––
Commonwealth Equity Services, LLC9,118$396.0K0.00%––
IndexIQ Advisors LLC9,142$398.0K0.01%––
ProShare Advisors LLC9,354$407.0K0.00%––