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, Q2 2021
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 261
- 0 vs. Q1 2021
- Shares held
- 80.9M
- −2.27M (−2.7%) vs. Q1 2021
- Total value
- $3.66B
- +$42.2M (+1.2%) vs. Q1 2021
- New holders
- 34
- 81 more added
- Sold out
- 34
- 99 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 345 | $4.26B |
| Q1 2026 | 337 | $3.91B |
| Q4 2025 | 336 | $4.31B |
| Q3 2025 | 341 | $4.41B |
| Q2 2025 | 302 | $4.15B |
| Q1 2025 | 286 | $3.80B |
| Q4 2024 | 294 | $4.17B |
| Q3 2024 | 274 | $4.00B |
| Q2 2024 | 257 | $2.94B |
| Q1 2024 | 228 | $2.96B |
| Q4 2023 | 165 | $2.17B |
| Q3 2023 | 195 | $1.97B |
| Q2 2023 | 198 | $2.12B |
| Q1 2023 | 210 | $2.11B |
| Q4 2022 | 210 | $2.25B |
| Q3 2022 | 216 | $2.31B |
| Q2 2022 | 215 | $2.44B |
| Q1 2022 | 234 | $2.65B |
| Q4 2021 | 251 | $3.44B |
| Q3 2021 | 241 | $3.68B |
| Q2 2021 | 261 | $3.66B |
| Q1 2021 | 262 | $3.63B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,676,850 | $437.9M | 0.01% | +628,089+6.9% | Added |
| FMR LLC | 9,670,682 | $437.6M | 0.03% | +931,553+10.7% | Added |
| Ariel Investments, LLC | 7,657,001 | $346.5M | 3.26% | +708,047+10.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 4,966,928 | $224.8M | 4.52% | +218,899+4.6% | Added |
| BlackRock Inc. | 4,184,991 | $189.4M | 0.01% | +308,605+8.0% | Added |
| Price T Rowe Associates Inc | 4,132,013 | $187.0M | 0.02% | −1,408,224−25.4% | Reduced |
| JPMorgan Chase & Co | 3,770,572 | $170.6M | 0.02% | −759,632−16.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,241,993 | $101.5M | 0.54% | −295,513−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,205,534 | $99.8M | 0.03% | +132,149+6.4% | Added |
| RWC Asset Management LLP | 2,142,958 | $97.0M | 2.77% | −826,692−27.8% | Reduced |
| Morgan Stanley | 1,602,307 | $72.5M | 0.01% | −397,119−19.9% | Reduced |
| Geode Capital Management, LLC | 1,529,034 | $69.2M | 0.01% | +49,048+3.3% | Added |
| Dimensional Fund Advisors LP | 1,462,853 | $66.2M | 0.02% | +41,411+2.9% | Added |
| State Street Corp | 1,443,920 | $65.3M | 0.00% | +254,329+21.4% | Added |
| Norges Bank | 1,384,206 | $62.6M | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,307,504 | $59.2M | 0.04% | +151,540+13.1% | Added |
| Fisher Asset Management, LLC | 1,276,419 | $57.8M | 0.04% | −114,048−8.2% | Reduced |
| Royce & Associates LP | 1,111,998 | $50.3M | 0.35% | −252,832−18.5% | Reduced |
| LSV Asset Management | 875,900 | $39.6M | 0.07% | +875,900 | New |
| Nuveen Asset Management, LLC | 729,265 | $33.0M | 0.01% | −18,064−2.4% | Reduced |
| Invesco Ltd. | 705,520 | $31.9M | 0.01% | −28,866−3.9% | Reduced |
| UBS Group AG | 583,836 | $26.4M | 0.01% | −472,566−44.7% | Reduced |
| Hosking Partners LLP | 560,350 | $25.4M | 0.56% | −7,528−1.3% | Reduced |
| Ceredex Value Advisors LLC | 540,900 | $24.5M | 0.27% | +540,900 | New |
| First Trust Advisors LP | 513,035 | $23.2M | 0.03% | +312,322+155.6% | Added |
| Todd Asset Management LLC | 497,548 | $22.5M | 0.51% | +445+0.1% | Added |
| Northern Trust Corp | 469,364 | $21.2M | 0.00% | −24,521−5.0% | Reduced |
| Basswood Capital Management, L.L.C. | 466,472 | $21.1M | 0.88% | −103,351−18.1% | Reduced |
| Marshall Wace Asia Ltd | 465,393 | $21.1M | 0.45% | −513,283−52.4% | Reduced |
| Federated Hermes, Inc. | 462,637 | $20.9M | 0.04% | +25,609+5.9% | Added |
| Citigroup Inc | 446,779 | $20.2M | 0.02% | +79,359+21.6% | Added |
| Foundry Partners, LLC | 382,548 | $17.3M | 0.59% | −11,918−3.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 377,925 | $17.1M | 0.05% | −43,610−10.3% | Reduced |
| Third Avenue Management LLC | 368,858 | $16.7M | 2.21% | 00.0% | Unchanged |
| Barclays PLC | 364,394 | $16.5M | 0.01% | +288,303+378.9% | Added |
| Goldman Sachs Group Inc | 320,340 | $14.5M | 0.00% | +2,890+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 317,630 | $14.4M | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 299,300 | $13.5M | 0.02% | −524,333−63.7% | Reduced |
| Brandywine Global Investment Management, LLC | 292,211 | $13.2M | 0.10% | +81,834+38.9% | Added |
| Bank of New York Mellon Corp | 276,297 | $12.5M | 0.00% | −11,137−3.9% | Reduced |
| Deutsche Bank AG | 262,817 | $11.9M | 0.01% | −370,097−58.5% | Reduced |
| BNP Paribas Arbitrage, SA | 241,967 | $10.9M | 0.02% | −676,647−73.7% | Reduced |
| Raymond James & Associates | 240,576 | $10.9M | 0.01% | −5,786−2.3% | Reduced |
| California Public Employees Retirement System | 232,968 | $10.5M | 0.01% | −17,160−6.9% | Reduced |
| River Road Asset Management, LLC | 220,793 | $9.99M | 0.11% | −32,024−12.7% | Reduced |
| Private Capital Advisors, Inc. | 212,521 | $9.62M | 1.63% | −53,888−20.2% | Reduced |
| Two Sigma Advisers, LP | 211,000 | $9.55M | 0.03% | +10,500+5.2% | Added |
| Artemis Investment Management LLP | 210,134 | $9.53M | 0.08% | −38,664−15.5% | Reduced |
| HSBC Holdings PLC | 207,373 | $9.37M | 0.01% | +137,732+197.8% | Added |
| Principal Financial Group Inc | 200,327 | $9.06M | 0.01% | +4,734+2.4% | Added |
| Van Cleef Asset Management,Inc | 197,577 | $8.94M | 1.32% | −4,456−2.2% | Reduced |
| California State Teachers Retirement System | 174,201 | $7.88M | 0.01% | −1,906−1.1% | Reduced |
| Amundi | 170,706 | $7.72M | 0.01% | +170,706 | New |
| Capitolis Advisors LLC | 166,612 | $7.54M | 0.09% | +166,612 | New |
| Swedbank AB | 160,800 | $7.28M | 0.01% | +77,800+93.7% | Added |
| Royal Bank of Canada | 155,062 | $7.02M | 0.00% | −1,661−1.1% | Reduced |
| Voya Investment Management LLC | 151,394 | $6.85M | 0.01% | −21,718−12.5% | Reduced |
| Wells Fargo & Company | 146,334 | $6.62M | 0.00% | +21,016+16.8% | Added |
| Natixis | 138,500 | $6.27M | 0.03% | −70,621−33.8% | Reduced |
| State Board of Administration of Florida Retirement System | 136,190 | $6.16M | 0.01% | −1,140−0.8% | Reduced |
| Miller Value Partners, LLC | 133,200 | $6.03M | 0.16% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 126,018 | $5.70M | 3.16% | −57,037−31.2% | Reduced |
| Brookfield Asset Management Inc. | 123,505 | $5.59M | 0.03% | +45,749+58.8% | Added |
| Redwood Grove Capital, LLC | 118,466 | $5.36M | 2.89% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 117,297 | $5.31M | 0.16% | +232+0.2% | Added |
| UBS Asset Management Americas Inc | 114,734 | $5.19M | 0.00% | +25,223+28.2% | Added |
| Osborne Partners Capital Management, LLC | 114,065 | $5.16M | 0.42% | +12,698+12.5% | Added |
| New York State Common Retirement Fund | 113,244 | $5.12M | 0.01% | −3,666−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 112,663 | $5.10M | 0.06% | +7,958+7.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 105,875 | $4.79M | 0.01% | −254,869−70.7% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $4.53M | 0.05% | −72,200−41.9% | Reduced |
| Rhumbline Advisers | 98,984 | $4.48M | 0.01% | −3,242−3.2% | Reduced |
| TD Asset Management Inc | 91,842 | $4.33M | 0.00% | +4,423+5.1% | Added |
| Susquehanna Fundamental Investments, LLC | 91,292 | $4.13M | 0.08% | −7,840−7.9% | Reduced |
| Crawford Investment Counsel Inc | 90,359 | $4.09M | 0.08% | +2,310+2.6% | Added |
| Russell Investments Group, Ltd. | 86,902 | $3.93M | 0.01% | +21,100+32.1% | Added |
| HighTower Advisors, LLC | 84,755 | $3.85M | 0.01% | −126,137−59.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 79,507 | $3.60M | 0.01% | −71,875−47.5% | Reduced |
| Teacher Retirement System of Texas | 73,165 | $3.31M | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 72,141 | $3.26M | 0.38% | −1,879−2.5% | Reduced |
| STRS Ohio | 72,000 | $3.26M | 0.01% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 71,695 | $3.24M | 1.44% | −1,457−2.0% | Reduced |
| NewEdge Wealth, LLC | 63,448 | $2.87M | 0.22% | +17,341+37.6% | Added |
| Bank of Montreal | 62,987 | $2.83M | 0.00% | +3,616+6.1% | Added |
| Public Employees Retirement System of Ohio | 61,831 | $2.80M | 0.01% | +2,990+5.1% | Added |
| Northwest & Ethical Investments L.P. | 60,526 | $2.74M | 0.09% | −47,271−43.9% | Reduced |
| AMG National Trust Bank | 59,991 | $2.71M | 0.09% | −172−0.3% | Reduced |
| Legal & General Group Plc | 59,881 | $2.71M | 0.00% | +1,474+2.5% | Added |
| Alliancebernstein L.P. | 58,350 | $2.64M | 0.00% | −750−1.3% | Reduced |
| Rafferty Asset Management, LLC | 57,673 | $2.61M | 0.02% | +6,852+13.5% | Added |
| ExodusPoint Capital Management, LP | 57,586 | $2.61M | 0.04% | +41,078+248.8% | Added |
| M&T Bank Corp | 56,781 | $2.57M | 0.01% | −5,129−8.3% | Reduced |
| Lesa Sroufe & Co | 55,458 | $2.51M | 2.50% | +190+0.3% | Added |
| Alaska Permanent Fund Corp | 53,400 | $2.42M | 0.04% | −14,300−21.1% | Reduced |
| MRJ Capital Inc | 52,961 | $2.40M | 1.39% | −680−1.3% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.21M | 1.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 47,464 | $2.15M | 0.12% | +22,464+89.9% | Added |
| Bank of Nova Scotia | 45,382 | $2.05M | 0.00% | −67,018−59.6% | Reduced |
| Stifel Financial Corp | 44,752 | $2.02M | 0.00% | +1,024+2.3% | Added |
| Truist Financial Corp | 42,322 | $1.92M | 0.00% | −2,819−6.2% | Reduced |