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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 9,880 | $447.0K | 0.00% | −1,755−15.1% | Reduced |
| Los Angeles Capital Management LLC | 10,252 | $464.0K | 0.00% | +4,552+79.9% | Added |
| Meridian Wealth Management, LLC | 11,063 | $501.0K | 0.06% | +11,063 | New |
| TD Private Client Wealth LLC | 11,776 | $532.9K | 0.02% | +875+8.0% | Added |
| Belpointe Asset Management LLC | 11,818 | $535.0K | 0.04% | +3,441+41.1% | Added |
| Advisors Asset Management, Inc. | 12,119 | $548.0K | 0.01% | +727+6.4% | Added |
| State of Wisconsin Investment Board | 12,162 | $550.0K | 0.00% | −629−4.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 12,502 | $566.0K | 0.22% | +3,663+41.4% | Added |
| Investor AB | 12,850 | $581.0K | 0.02% | +12,850 | New |
| PDT Partners, LLC | 13,330 | $603.0K | 0.04% | −14,375−51.9% | Reduced |
| First National Trust Co | 13,435 | $608.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,444 | $609.0K | 0.00% | +2,605+24.0% | Added |
| Marshall Wace North America L.P. | 13,620 | $616.0K | 0.00% | +13,620 | New |
| Telemus Capital, LLC | 14,077 | $637.0K | 0.05% | −1,912−12.0% | Reduced |
| American Century Companies Inc | 14,808 | $670.0K | 0.00% | −2,522−14.6% | Reduced |
| State of Alaska, Department of Revenue | 14,930 | $675.0K | 0.01% | −963−6.1% | Reduced |
| SummerHaven Investment Management, LLC | 14,983 | $678.0K | 0.39% | +365+2.5% | Added |
| Victory Capital Management Inc | 15,258 | $690.0K | 0.00% | +15,258 | New |
| AMP Capital Investors Ltd | 15,394 | $697.0K | 0.00% | −2,479−13.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,960 | $722.0K | 0.00% | −3,903−19.6% | Reduced |
| Empire Life Investments Inc. | 16,145 | $731.0K | 0.05% | +918+6.0% | Added |
| Jackson Hole Capital Partners, LLC | 16,287 | $737.0K | 0.26% | +1,788+12.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,711 | $756.0K | 0.00% | −440−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 19,685 | $890.0K | 0.00% | +10,567+115.9% | Added |
| Susquehanna International Group, LLP | 20,099 | $909.0K | 0.00% | −17,067−45.9% | Reduced |
| Baldwin Investment Management, LLC | 20,170 | $913.0K | 0.16% | +50+0.2% | Added |
| Bramshill Investments, LLC | 21,415 | $969.0K | 0.07% | +2,185+11.4% | Added |
| Handelsbanken Fonder AB | 21,700 | $982.0K | 0.01% | −400−1.8% | Reduced |
| Two Sigma Investments, LP | 21,752 | $984.0K | 0.00% | −106,909−83.1% | Reduced |
| Stephens Inc | 22,075 | $999.0K | 0.01% | +4,650+26.7% | Added |
| Colony Group LLC | 22,209 | $1.00M | 0.02% | +2,774+14.3% | Added |
| Gilman Hill Asset Management, LLC | 22,310 | $1.01M | 0.26% | −3,025−11.9% | Reduced |
| Hollow Brook Wealth Management LLC | 22,463 | $1.02M | 0.63% | +22,463 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 23,285 | $1.05M | 0.26% | −717−3.0% | Reduced |
| First Dallas Securities Inc. | 23,765 | $1.07M | 0.70% | −1,385−5.5% | Reduced |
| Donoghue Forlines LLC | 25,279 | $1.14M | 0.21% | −4,312−14.6% | Reduced |
| Callahan Advisors, LLC | 25,329 | $1.15M | 0.15% | −1,495−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 25,328 | $1.15M | 0.05% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 25,854 | $1.17M | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27,775 | $1.26M | 0.01% | +330+1.2% | Added |
| Oppenheimer & Co Inc | 27,993 | $1.27M | 0.02% | −351−1.2% | Reduced |
| Abbot Financial Management, Inc. | 30,727 | $1.39M | 0.61% | −598−1.9% | Reduced |
| Roosevelt Investment Group LLC | 30,796 | $1.39M | 0.08% | +1,793+6.2% | Added |
| Bank of America Corp | 31,814 | $1.44M | 0.00% | −31,859−50.0% | Reduced |
| Envestnet Asset Management Inc | 31,939 | $1.45M | 0.00% | +63+0.2% | Added |
| Qube Research & Technologies Ltd | 33,397 | $1.51M | 0.02% | −2,767−7.7% | Reduced |
| Franklin Resources Inc | 34,185 | $1.55M | 0.00% | −27,430−44.5% | Reduced |
| North Star Investment Management Corp. | 34,784 | $1.57M | 0.12% | 00.0% | Unchanged |
| Allstate Corp | 34,868 | $1.58M | 0.05% | −13,421−27.8% | Reduced |
| O'Shares Investment Advisers, LLC | 35,404 | $1.60M | 0.11% | +4,371+14.1% | Added |
| Treasurer of the State of North Carolina | 35,446 | $1.60M | 0.01% | −1,540−4.2% | Reduced |
| LPL Financial LLC | 35,619 | $1.61M | 0.00% | −1,719−4.6% | Reduced |
| Janney Montgomery Scott LLC | 35,907 | $1.63M | 0.01% | +1,518+4.4% | Added |
| Cumberland Advisors Inc | 36,300 | $1.64M | 0.39% | 00.0% | Unchanged |
| SEI Investments Co | 36,671 | $1.66M | 0.00% | −13,209−26.5% | Reduced |
| Hodges Capital Management Inc. | 36,760 | $1.66M | 0.19% | +4,801+15.0% | Added |
| Macquarie Group Ltd | 37,700 | $1.71M | 0.00% | +37,700 | New |
| Tocqueville Asset Management L.P. | 37,850 | $1.71M | 0.02% | −500−1.3% | Reduced |
| Citadel Advisors LLC | 38,224 | $1.73M | 0.00% | −158−0.4% | Reduced |
| Ameriprise Financial Inc | 40,085 | $1.81M | 0.00% | +21+0.1% | Added |
| Adirondack Research & Management Inc. | 40,341 | $1.82M | 2.13% | +1,104+2.8% | Added |
| Truist Financial Corp | 42,322 | $1.92M | 0.00% | −2,819−6.2% | Reduced |
| Stifel Financial Corp | 44,752 | $2.02M | 0.00% | +1,024+2.3% | Added |
| Bank of Nova Scotia | 45,382 | $2.05M | 0.00% | −67,018−59.6% | Reduced |
| RBF Capital, LLC | 47,464 | $2.15M | 0.12% | +22,464+89.9% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.21M | 1.07% | 00.0% | Unchanged |
| MRJ Capital Inc | 52,961 | $2.40M | 1.39% | −680−1.3% | Reduced |
| Alaska Permanent Fund Corp | 53,400 | $2.42M | 0.04% | −14,300−21.1% | Reduced |
| Lesa Sroufe & Co | 55,458 | $2.51M | 2.50% | +190+0.3% | Added |
| M&T Bank Corp | 56,781 | $2.57M | 0.01% | −5,129−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 57,586 | $2.61M | 0.04% | +41,078+248.8% | Added |
| Rafferty Asset Management, LLC | 57,673 | $2.61M | 0.02% | +6,852+13.5% | Added |
| Alliancebernstein L.P. | 58,350 | $2.64M | 0.00% | −750−1.3% | Reduced |
| Legal & General Group Plc | 59,881 | $2.71M | 0.00% | +1,474+2.5% | Added |
| AMG National Trust Bank | 59,991 | $2.71M | 0.09% | −172−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 60,526 | $2.74M | 0.09% | −47,271−43.9% | Reduced |
| Public Employees Retirement System of Ohio | 61,831 | $2.80M | 0.01% | +2,990+5.1% | Added |
| Bank of Montreal | 62,987 | $2.83M | 0.00% | +3,616+6.1% | Added |
| NewEdge Wealth, LLC | 63,448 | $2.87M | 0.22% | +17,341+37.6% | Added |
| Invenomic Capital Management LP | 71,695 | $3.24M | 1.44% | −1,457−2.0% | Reduced |
| STRS Ohio | 72,000 | $3.26M | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 72,141 | $3.26M | 0.38% | −1,879−2.5% | Reduced |
| Teacher Retirement System of Texas | 73,165 | $3.31M | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 79,507 | $3.60M | 0.01% | −71,875−47.5% | Reduced |
| HighTower Advisors, LLC | 84,755 | $3.85M | 0.01% | −126,137−59.8% | Reduced |
| Russell Investments Group, Ltd. | 86,902 | $3.93M | 0.01% | +21,100+32.1% | Added |
| Crawford Investment Counsel Inc | 90,359 | $4.09M | 0.08% | +2,310+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 91,292 | $4.13M | 0.08% | −7,840−7.9% | Reduced |
| TD Asset Management Inc | 91,842 | $4.33M | 0.00% | +4,423+5.1% | Added |
| Rhumbline Advisers | 98,984 | $4.48M | 0.01% | −3,242−3.2% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $4.53M | 0.05% | −72,200−41.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,875 | $4.79M | 0.01% | −254,869−70.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 112,663 | $5.10M | 0.06% | +7,958+7.6% | Added |
| New York State Common Retirement Fund | 113,244 | $5.12M | 0.01% | −3,666−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 114,065 | $5.16M | 0.42% | +12,698+12.5% | Added |
| UBS Asset Management Americas Inc | 114,734 | $5.19M | 0.00% | +25,223+28.2% | Added |
| Copeland Capital Management, LLC | 117,297 | $5.31M | 0.16% | +232+0.2% | Added |
| Redwood Grove Capital, LLC | 118,466 | $5.36M | 2.89% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 123,505 | $5.59M | 0.03% | +45,749+58.8% | Added |
| Algebris (UK) Ltd | 126,018 | $5.70M | 3.16% | −57,037−31.2% | Reduced |