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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
Peapack Gladstone Financial Corp9,701$422.0K0.01%––
Neuberger Berman Group LLC9,925$432.0K0.00%––
Marshall Wace, LLP10,319$449.0K0.00%––
Advisor Group Holdings, Inc.10,839$472.0K0.00%––
TD Private Client Wealth LLC10,901$474.3K0.02%––
Tuttle Tactical Management11,108$483.0K0.19%––
Advisors Asset Management, Inc.11,392$495.7K0.01%––
Cullen Capital Management LLC11,635$506.0K0.01%––
State of Wisconsin Investment Board12,791$557.0K0.00%––
First National Trust Co13,435$585.0K0.04%––
Jackson Hole Capital Partners, LLC14,499$631.0K0.26%––
SummerHaven Investment Management, LLC14,618$636.0K0.39%––
Empire Life Investments Inc.15,227$663.0K0.05%––
State of Alaska, Department of Revenue15,893$691.0K0.01%––
Telemus Capital, LLC15,989$718.0K0.05%––
ExodusPoint Capital Management, LP16,508$718.0K0.01%––
Cambridge Investment Research Advisors, Inc.17,151$746.0K0.00%––
American Century Companies Inc17,330$754.0K0.00%––
Stephens Inc17,425$758.0K0.01%––
AMP Capital Investors Ltd17,873$778.0K0.00%––
Bramshill Investments, LLC19,230$837.0K0.05%––
Colony Group LLC19,435$846.0K0.02%––
Raymond James Financial Services Advisors, Inc.19,863$864.0K0.00%––
Baldwin Investment Management, LLC20,120$875.0K0.16%––
Handelsbanken Fonder AB22,100$962.0K0.01%––
Livingston Group Asset Management CO (operating as Southport Capital Management)24,002$1.04M0.27%––
RBF Capital, LLC25,000$1.09M0.07%––
First Dallas Securities Inc.25,150$1.09M0.93%––
Illinois Municipal Retirement Fund25,328$1.10M0.05%––
Gilman Hill Asset Management, LLC25,335$1.10M0.31%––
Moody Aldrich Partners LLC25,854$1.13M0.16%––
Callahan Advisors, LLC26,824$1.17M0.16%––
Rockefeller Capital Management L.P.27,445$1.19M0.01%––
PDT Partners, LLC27,705$1.21M0.09%––
Oppenheimer & Co Inc28,344$1.23M0.02%––
Roosevelt Investment Group LLC29,003$1.26M0.08%––
Athanor Capital, LP29,188$1.27M0.05%––
Donoghue Forlines LLC29,591$1.29M0.25%––
O'Shares Investment Advisers, LLC31,033$1.35M0.10%––
New York Life Investments Alternatives31,116$1.35M0.95%––
Abbot Financial Management, Inc.31,325$1.36M0.62%––
Silvercrest Asset Management Group LLC31,356$1.36M0.01%––
Envestnet Asset Management Inc31,876$1.39M0.00%––
Hodges Capital Management Inc.31,959$1.39M0.19%––
Janney Montgomery Scott LLC34,389$1.50M0.01%––
North Star Investment Management Corp.34,784$1.51M0.14%––
Qube Research & Technologies Ltd36,164$1.57M0.03%––
Cumberland Advisors Inc36,300$1.58M0.39%––
Treasurer of the State of North Carolina36,986$1.61M0.01%––
Susquehanna International Group, LLP37,166$1.62M0.00%––
LPL Financial LLC37,338$1.63M0.00%––
Tocqueville Asset Management L.P.38,350$1.67M0.03%––
Citadel Advisors LLC38,382$1.67M0.00%––
Adirondack Research & Management Inc.39,237$1.71M2.02%––
Ameriprise Financial Inc40,064$1.74M0.00%––
Horizon Investments, LLC42,771$1.86M0.07%––
Stifel Financial Corp43,728$1.90M0.00%––
Truist Financial Corp45,141$1.96M0.00%––
NewEdge Wealth, LLC46,107$2.01M0.20%––
Jane Street Group, LLC47,887$2.08M0.01%––
Allstate Corp48,289$2.10M0.07%––
SEI Investments Co49,880$2.17M0.01%––
Rafferty Asset Management, LLC50,821$2.21M0.02%––
Paulson Wealth Management Inc.48,762$2.22M1.10%––
MRJ Capital Inc53,641$2.33M1.46%––
Lesa Sroufe & Co55,268$2.40M2.67%––
Legal & General Group Plc58,407$2.54M0.00%––
Public Employees Retirement System of Ohio58,841$2.56M0.01%––
Alliancebernstein L.P.59,100$2.57M0.00%––
AMG National Trust Bank60,163$2.62M0.09%––
Franklin Resources Inc61,615$2.68M0.00%––
M&T Bank Corp61,910$2.69M0.01%––
Bank of Montreal59,371$2.76M0.00%––
Bank of America Corp63,673$2.77M0.00%––
Russell Investments Group, Ltd.65,802$2.86M0.01%––
Holocene Advisors, LP66,739$2.90M0.02%––
Alaska Permanent Fund Corp67,700$2.95M0.05%––
HSBC Holdings PLC69,641$3.03M0.00%––
STRS Ohio72,000$3.13M0.01%––
Teacher Retirement System of Texas73,165$3.18M0.02%––
Invenomic Capital Management LP73,152$3.18M1.54%––
Essex Investment Management Co LLC74,020$3.22M0.39%––
Barclays PLC76,091$3.31M0.00%––
Brookfield Asset Management Inc.77,756$3.38M0.02%––
Swedbank AB83,000$3.61M0.01%––
TD Asset Management Inc87,419$3.80M0.00%––
Crawford Investment Counsel Inc88,049$3.83M0.09%––
UBS Asset Management Americas Inc89,511$3.89M0.00%––
Susquehanna Fundamental Investments, LLC99,132$4.31M0.07%––
Osborne Partners Capital Management, LLC101,367$4.41M0.40%––
Rhumbline Advisers102,226$4.45M0.01%––
Schonfeld Strategic Advisors LLC104,705$4.55M0.06%––
Arrowstreet Capital, Limited Partnership106,969$4.65M0.01%––
Northwest & Ethical Investments L.P.107,797$4.69M0.16%––
Bank of Nova Scotia112,400$4.89M0.01%––
Acadian Asset Management LLC114,079$4.96M0.02%––
New York State Common Retirement Fund116,910$5.09M0.01%––
Copeland Capital Management, LLC117,065$5.09M0.16%––
Redwood Grove Capital, LLC118,466$5.15M3.17%––
Wells Fargo & Company125,318$5.45M0.00%––