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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 47 | $2.00K | 0.00% | −9−16.1% | Reduced |
| Concord Wealth Partners | 37 | $2.00K | 0.00% | +37 | New |
| IFP Advisors, Inc | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 88 | $3.98K | 0.00% | −48−35.3% | Reduced |
| Cutler Group LP | 95 | $4.00K | 0.00% | −635−87.0% | Reduced |
| Arkadios Wealth Advisors | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 89 | $4.00K | 0.00% | +89 | New |
| Central Trust Co | – | $5.00K | 0.00% | – | – |
| Country Trust Bank | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $5.00K | 0.00% | +100 | New |
| Advisory Services Network, LLC | 115 | $5.00K | 0.00% | +115 | New |
| CWM, LLC | 134 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | +64+101.6% | Added |
| First Mercantile Trust Co | 202 | $9.00K | 0.00% | −21−9.4% | Reduced |
| Captrust Financial Advisors | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 239 | $11.0K | 0.00% | −78−24.6% | Reduced |
| Global Retirement Partners, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 303 | $14.0K | 0.00% | −751−71.3% | Reduced |
| BBVA USA | 315 | $14.0K | 0.00% | +315 | New |
| Capital Analysts, LLC | 340 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 343 | $16.0K | 0.02% | +3+0.9% | Added |
| Old North State Trust, LLC | 375 | $17.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 366 | $17.0K | 0.01% | +366 | New |
| Pacitti Group Inc. | 400 | $18.0K | 0.01% | −59−12.9% | Reduced |
| Fifth Third Bancorp | 430 | $19.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 447 | $20.0K | 0.00% | +73+19.5% | Added |
| FourThought Financial, LLC | 500 | $22.0K | 0.00% | +500 | New |
| Oakworth Capital, Inc. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $24.0K | 0.00% | +85+19.3% | Added |
| Whittier Trust Co | 642 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 745 | $34.0K | 0.01% | +745 | New |
| The PNC Financial Services Group, Inc. | 804 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 871 | $39.0K | 0.00% | +231+36.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,126 | $51.0K | 0.00% | +500+79.9% | Added |
| Altshuler Shaham Ltd | 1,248 | $56.0K | 0.00% | +1,248 | New |
| American Portfolios Advisors | 1,241 | $56.1K | 0.00% | −3−0.2% | Reduced |
| American International Group, Inc. | 1,273 | $58.0K | 0.00% | +66+5.5% | Added |
| Geneos Wealth Management Inc. | 1,371 | $63.0K | 0.00% | +5+0.4% | Added |
| Eagle Bay Advisors LLC | 1,429 | $66.0K | 0.05% | +1,429 | New |
| Walleye Trading LLC | 1,630 | $74.0K | 0.00% | +476+41.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,963 | $88.0K | 0.00% | −158−7.4% | Reduced |
| Metropolitan Life Insurance Co | 2,106 | $95.3K | 0.00% | +64+3.1% | Added |
| US Bancorp | 2,252 | $102.0K | 0.00% | +1,555+223.1% | Added |
| Eaton Vance Management | 2,531 | $115.0K | 0.00% | −466−15.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,598 | $118.0K | 0.03% | +518+24.9% | Added |
| AlphaMark Advisors, LLC | 2,950 | $133.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,494 | $158.0K | 0.00% | −4,846−58.1% | Reduced |
| Cetera Advisor Networks LLC | 4,485 | $203.0K | 0.00% | +4,485 | New |
| King Wealth | 4,500 | $204.0K | 0.04% | +4,500 | New |
| Steel Peak Wealth Management LLC | 4,532 | $205.0K | 0.01% | +4,532 | New |
| Moloney Securities Asset Management, LLC | 4,713 | $213.0K | 0.04% | +20.0% | Added |
| Teza Capital Management LLC | 4,814 | $218.0K | 0.04% | +4,814 | New |
| Prudential Financial Inc | 4,900 | $222.0K | 0.00% | +4,900 | New |
| Valley National Advisers Inc | 4,956 | $224.0K | 0.04% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 5,082 | $230.0K | 0.15% | −26,034−83.7% | Reduced |
| State of Tennessee, Treasury Department | 5,109 | $231.0K | 0.00% | +5,109 | New |
| Neo Ivy Capital Management | 5,189 | $235.0K | 0.24% | +3,392+188.8% | Added |
| Jane Street Group, LLC | 5,208 | $236.0K | 0.00% | −42,679−89.1% | Reduced |
| Utah Retirement Systems | 5,300 | $240.0K | 0.00% | +100+1.9% | Added |
| First Hawaiian Bank | 5,320 | $241.0K | 0.01% | −1,110−17.3% | Reduced |
| Whitener Capital Management, Inc. | 5,500 | $248.0K | 0.10% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,785 | $262.0K | 0.00% | −1,260−17.9% | Reduced |
| Davenport & Co LLC | 5,800 | $262.0K | 0.00% | +5,800 | New |
| Spears Abacus Advisors LLC | 5,806 | $263.0K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,909 | $267.0K | 0.00% | −4,016−40.5% | Reduced |
| Raymond James Trust N.A. | 5,927 | $268.0K | 0.01% | +508+9.4% | Added |
| HN Saltoro Capital, LP | 6,000 | $272.0K | 0.29% | +6,000 | New |
| Brookstone Capital Management | 5,946 | $274.0K | 0.00% | −98−1.6% | Reduced |
| Rothschild Investment Corp | 6,100 | $276.0K | 0.02% | +6,100 | New |
| Virtu Financial LLC | 6,260 | $283.0K | 0.03% | +6,260 | New |
| QS Investors, LLC | 6,400 | $290.0K | 0.00% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 6,400 | $290.0K | 0.23% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,455 | $292.0K | 0.06% | −1,010−13.5% | Reduced |
| Brewin Dolphin Ltd | 6,540 | $295.9K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 7,000 | $317.0K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,061 | $320.0K | 0.00% | +7,061 | New |
| Boston Private Wealth LLC | 7,201 | $326.0K | 0.00% | +1,162+19.2% | Added |
| Nierenberg Investment Management Company, Inc. | 7,255 | $328.0K | 0.27% | +7,255 | New |
| PEAK6 Investments LLC | 7,330 | $332.0K | 0.01% | +7,330 | New |
| Investors Research Corp | 7,350 | $333.0K | 0.12% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,449 | $337.0K | 0.03% | −656−8.1% | Reduced |
| Panagora Asset Management Inc | 7,627 | $345.0K | 0.00% | −92−1.2% | Reduced |
| Alps Advisors Inc | 7,650 | $346.0K | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 7,696 | $348.0K | 0.00% | −274−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $373.0K | 0.12% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 8,414 | $381.0K | 0.06% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,635 | $391.0K | 0.00% | +8,635 | New |
| New York State Teachers Retirement System | 8,700 | $394.0K | 0.00% | +100+1.2% | Added |
| Acadian Asset Management LLC | 9,131 | $414.0K | 0.00% | −104,948−92.0% | Reduced |
| IndexIQ Advisors LLC | 9,298 | $421.0K | 0.01% | +156+1.7% | Added |
| ProShare Advisors LLC | 9,659 | $437.0K | 0.00% | +305+3.3% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $439.0K | 0.01% | 00.0% | Unchanged |