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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
SEI Investments Co49,880$2.17M0.01%––
Allstate Corp48,289$2.10M0.07%––
Jane Street Group, LLC47,887$2.08M0.01%––
NewEdge Wealth, LLC46,107$2.01M0.20%––
Truist Financial Corp45,141$1.96M0.00%––
Stifel Financial Corp43,728$1.90M0.00%––
Horizon Investments, LLC42,771$1.86M0.07%––
Ameriprise Financial Inc40,064$1.74M0.00%––
Adirondack Research & Management Inc.39,237$1.71M2.02%––
Citadel Advisors LLC38,382$1.67M0.00%––
Tocqueville Asset Management L.P.38,350$1.67M0.03%––
LPL Financial LLC37,338$1.63M0.00%––
Susquehanna International Group, LLP37,166$1.62M0.00%––
Treasurer of the State of North Carolina36,986$1.61M0.01%––
Cumberland Advisors Inc36,300$1.58M0.39%––
Qube Research & Technologies Ltd36,164$1.57M0.03%––
North Star Investment Management Corp.34,784$1.51M0.14%––
Janney Montgomery Scott LLC34,389$1.50M0.01%––
Hodges Capital Management Inc.31,959$1.39M0.19%––
Envestnet Asset Management Inc31,876$1.39M0.00%––
Silvercrest Asset Management Group LLC31,356$1.36M0.01%––
Abbot Financial Management, Inc.31,325$1.36M0.62%––
New York Life Investments Alternatives31,116$1.35M0.95%––
O'Shares Investment Advisers, LLC31,033$1.35M0.10%––
Donoghue Forlines LLC29,591$1.29M0.25%––
Athanor Capital, LP29,188$1.27M0.05%––
Roosevelt Investment Group LLC29,003$1.26M0.08%––
Oppenheimer & Co Inc28,344$1.23M0.02%––
PDT Partners, LLC27,705$1.21M0.09%––
Rockefeller Capital Management L.P.27,445$1.19M0.01%––
Callahan Advisors, LLC26,824$1.17M0.16%––
Moody Aldrich Partners LLC25,854$1.13M0.16%––
Illinois Municipal Retirement Fund25,328$1.10M0.05%––
Gilman Hill Asset Management, LLC25,335$1.10M0.31%––
First Dallas Securities Inc.25,150$1.09M0.93%––
RBF Capital, LLC25,000$1.09M0.07%––
Livingston Group Asset Management CO (operating as Southport Capital Management)24,002$1.04M0.27%––
Handelsbanken Fonder AB22,100$962.0K0.01%––
Baldwin Investment Management, LLC20,120$875.0K0.16%––
Raymond James Financial Services Advisors, Inc.19,863$864.0K0.00%––
Colony Group LLC19,435$846.0K0.02%––
Bramshill Investments, LLC19,230$837.0K0.05%––
AMP Capital Investors Ltd17,873$778.0K0.00%––
Stephens Inc17,425$758.0K0.01%––
American Century Companies Inc17,330$754.0K0.00%––
Cambridge Investment Research Advisors, Inc.17,151$746.0K0.00%––
Telemus Capital, LLC15,989$718.0K0.05%––
ExodusPoint Capital Management, LP16,508$718.0K0.01%––
State of Alaska, Department of Revenue15,893$691.0K0.01%––
Empire Life Investments Inc.15,227$663.0K0.05%––
SummerHaven Investment Management, LLC14,618$636.0K0.39%––
Jackson Hole Capital Partners, LLC14,499$631.0K0.26%––
First National Trust Co13,435$585.0K0.04%––
State of Wisconsin Investment Board12,791$557.0K0.00%––
Cullen Capital Management LLC11,635$506.0K0.01%––
Advisors Asset Management, Inc.11,392$495.7K0.01%––
Tuttle Tactical Management11,108$483.0K0.19%––
TD Private Client Wealth LLC10,901$474.3K0.02%––
Advisor Group Holdings, Inc.10,839$472.0K0.00%––
Marshall Wace, LLP10,319$449.0K0.00%––
Neuberger Berman Group LLC9,925$432.0K0.00%––
Peapack Gladstone Financial Corp9,701$422.0K0.01%––
ProShare Advisors LLC9,354$407.0K0.00%––
IndexIQ Advisors LLC9,142$398.0K0.01%––
Commonwealth Equity Services, LLC9,118$396.0K0.00%––
Shulman DeMeo Asset Management LLC8,839$385.0K0.10%––
New York State Teachers Retirement System8,600$374.0K0.00%––
Meristem Family Wealth, LLC8,414$366.0K0.07%––
Belpointe Asset Management LLC8,377$365.0K0.03%––
Tower Research Capital LLC (TRC)8,340$363.0K0.01%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors8,235$358.0K0.14%––
NEXT Financial Group, Inc8,105$353.0K0.03%––
Maryland State Retirement & Pension System8,002$348.0K0.01%––
Parametric Portfolio Associates LLC7,970$347.0K0.00%––
Panagora Asset Management Inc7,719$336.0K0.00%––
Alps Advisors Inc7,650$333.0K0.00%––
Lathrop Investment Management Corp7,465$325.0K0.07%––
Investors Research Corp7,350$320.0K0.12%––
Jackson Creek Investment Advisors LLC7,258$316.0K0.11%––
Ensign Peak Advisors, Inc7,045$307.0K0.00%––
Morse Asset Management, Inc7,000$305.0K0.08%––
Credit Suisse AG6,970$303.0K0.00%––
Brewin Dolphin Ltd6,540$284.6K0.02%––
First Hawaiian Bank6,430$280.0K0.01%––
QS Investors, LLC6,400$279.0K0.00%––
Sterling Manor Financial, LLC6,400$278.0K0.25%––
Brookstone Capital Management6,044$263.0K0.01%––
Boston Private Wealth LLC6,039$263.0K0.00%––
Spears Abacus Advisors LLC5,806$253.0K0.02%––
Los Angeles Capital Management LLC5,700$248.0K0.00%––
Seelaus Asset Management LLC5,616$244.0K0.16%––
Whitener Capital Management, Inc.5,500$239.0K0.10%––
Raymond James Trust N.A.5,419$236.0K0.01%––
Simmons Bank5,419$235.0K0.02%––
Utah Retirement Systems5,200$226.0K0.00%––
Comerica Bank4,685$218.0K0.00%––
Valley National Advisers Inc4,956$216.0K0.04%––
Laird Norton Trust Company, LLC5,000$211.0K0.02%––
Schroder Investment Management Group4,800$209.0K0.00%––
Wedge Capital Management L L P4,735$206.0K0.00%––