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 |
|---|---|---|---|---|---|
| Adirondack Research & Management Inc. | 40,341 | $1.82M | 2.13% | +1,104+2.8% | Added |
| Ameriprise Financial Inc | 40,085 | $1.81M | 0.00% | +21+0.1% | Added |
| Citadel Advisors LLC | 38,224 | $1.73M | 0.00% | −158−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 37,850 | $1.71M | 0.02% | −500−1.3% | Reduced |
| Macquarie Group Ltd | 37,700 | $1.71M | 0.00% | +37,700 | New |
| Hodges Capital Management Inc. | 36,760 | $1.66M | 0.19% | +4,801+15.0% | Added |
| SEI Investments Co | 36,671 | $1.66M | 0.00% | −13,209−26.5% | Reduced |
| Cumberland Advisors Inc | 36,300 | $1.64M | 0.39% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 35,907 | $1.63M | 0.01% | +1,518+4.4% | Added |
| LPL Financial LLC | 35,619 | $1.61M | 0.00% | −1,719−4.6% | Reduced |
| Treasurer of the State of North Carolina | 35,446 | $1.60M | 0.01% | −1,540−4.2% | Reduced |
| O'Shares Investment Advisers, LLC | 35,404 | $1.60M | 0.11% | +4,371+14.1% | Added |
| Allstate Corp | 34,868 | $1.58M | 0.05% | −13,421−27.8% | Reduced |
| North Star Investment Management Corp. | 34,784 | $1.57M | 0.12% | 00.0% | Unchanged |
| Franklin Resources Inc | 34,185 | $1.55M | 0.00% | −27,430−44.5% | Reduced |
| Qube Research & Technologies Ltd | 33,397 | $1.51M | 0.02% | −2,767−7.7% | Reduced |
| Envestnet Asset Management Inc | 31,939 | $1.45M | 0.00% | +63+0.2% | Added |
| Bank of America Corp | 31,814 | $1.44M | 0.00% | −31,859−50.0% | Reduced |
| Roosevelt Investment Group LLC | 30,796 | $1.39M | 0.08% | +1,793+6.2% | Added |
| Abbot Financial Management, Inc. | 30,727 | $1.39M | 0.61% | −598−1.9% | Reduced |
| Oppenheimer & Co Inc | 27,993 | $1.27M | 0.02% | −351−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 27,775 | $1.26M | 0.01% | +330+1.2% | Added |
| Moody Aldrich Partners LLC | 25,854 | $1.17M | 0.16% | 00.0% | Unchanged |
| 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 |
| Donoghue Forlines LLC | 25,279 | $1.14M | 0.21% | −4,312−14.6% | Reduced |
| First Dallas Securities Inc. | 23,765 | $1.07M | 0.70% | −1,385−5.5% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 23,285 | $1.05M | 0.26% | −717−3.0% | Reduced |
| Hollow Brook Wealth Management LLC | 22,463 | $1.02M | 0.63% | +22,463 | New |
| Gilman Hill Asset Management, LLC | 22,310 | $1.01M | 0.26% | −3,025−11.9% | Reduced |
| Colony Group LLC | 22,209 | $1.00M | 0.02% | +2,774+14.3% | Added |
| Stephens Inc | 22,075 | $999.0K | 0.01% | +4,650+26.7% | Added |
| Two Sigma Investments, LP | 21,752 | $984.0K | 0.00% | −106,909−83.1% | Reduced |
| Handelsbanken Fonder AB | 21,700 | $982.0K | 0.01% | −400−1.8% | Reduced |
| Bramshill Investments, LLC | 21,415 | $969.0K | 0.07% | +2,185+11.4% | Added |
| Baldwin Investment Management, LLC | 20,170 | $913.0K | 0.16% | +50+0.2% | Added |
| Susquehanna International Group, LLP | 20,099 | $909.0K | 0.00% | −17,067−45.9% | Reduced |
| Commonwealth Equity Services, LLC | 19,685 | $890.0K | 0.00% | +10,567+115.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,711 | $756.0K | 0.00% | −440−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 16,287 | $737.0K | 0.26% | +1,788+12.3% | Added |
| Empire Life Investments Inc. | 16,145 | $731.0K | 0.05% | +918+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,960 | $722.0K | 0.00% | −3,903−19.6% | Reduced |
| AMP Capital Investors Ltd | 15,394 | $697.0K | 0.00% | −2,479−13.9% | Reduced |
| Victory Capital Management Inc | 15,258 | $690.0K | 0.00% | +15,258 | New |
| SummerHaven Investment Management, LLC | 14,983 | $678.0K | 0.39% | +365+2.5% | Added |
| State of Alaska, Department of Revenue | 14,930 | $675.0K | 0.01% | −963−6.1% | Reduced |
| American Century Companies Inc | 14,808 | $670.0K | 0.00% | −2,522−14.6% | Reduced |
| Telemus Capital, LLC | 14,077 | $637.0K | 0.05% | −1,912−12.0% | Reduced |
| Marshall Wace North America L.P. | 13,620 | $616.0K | 0.00% | +13,620 | New |
| Advisor Group Holdings, Inc. | 13,444 | $609.0K | 0.00% | +2,605+24.0% | Added |
| First National Trust Co | 13,435 | $608.0K | 0.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 13,330 | $603.0K | 0.04% | −14,375−51.9% | Reduced |
| Investor AB | 12,850 | $581.0K | 0.02% | +12,850 | New |
| Shulman DeMeo Asset Management LLC | 12,502 | $566.0K | 0.22% | +3,663+41.4% | Added |
| State of Wisconsin Investment Board | 12,162 | $550.0K | 0.00% | −629−4.9% | Reduced |
| Advisors Asset Management, Inc. | 12,119 | $548.0K | 0.01% | +727+6.4% | Added |
| Belpointe Asset Management LLC | 11,818 | $535.0K | 0.04% | +3,441+41.1% | Added |
| TD Private Client Wealth LLC | 11,776 | $532.9K | 0.02% | +875+8.0% | Added |
| Meridian Wealth Management, LLC | 11,063 | $501.0K | 0.06% | +11,063 | New |
| Los Angeles Capital Management LLC | 10,252 | $464.0K | 0.00% | +4,552+79.9% | Added |
| Cullen Capital Management LLC | 9,880 | $447.0K | 0.00% | −1,755−15.1% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $439.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,659 | $437.0K | 0.00% | +305+3.3% | Added |
| IndexIQ Advisors LLC | 9,298 | $421.0K | 0.01% | +156+1.7% | Added |
| Acadian Asset Management LLC | 9,131 | $414.0K | 0.00% | −104,948−92.0% | Reduced |
| New York State Teachers Retirement System | 8,700 | $394.0K | 0.00% | +100+1.2% | Added |
| Allianz Asset Management GmbH | 8,635 | $391.0K | 0.00% | +8,635 | New |
| Meristem Family Wealth, LLC | 8,414 | $381.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $373.0K | 0.12% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 7,696 | $348.0K | 0.00% | −274−3.4% | Reduced |
| Alps Advisors Inc | 7,650 | $346.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,627 | $345.0K | 0.00% | −92−1.2% | Reduced |
| NEXT Financial Group, Inc | 7,449 | $337.0K | 0.03% | −656−8.1% | Reduced |
| Investors Research Corp | 7,350 | $333.0K | 0.12% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,330 | $332.0K | 0.01% | +7,330 | New |
| Nierenberg Investment Management Company, Inc. | 7,255 | $328.0K | 0.27% | +7,255 | New |
| Boston Private Wealth LLC | 7,201 | $326.0K | 0.00% | +1,162+19.2% | Added |
| Guggenheim Capital LLC | 7,061 | $320.0K | 0.00% | +7,061 | New |
| Morse Asset Management, Inc | 7,000 | $317.0K | 0.08% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 6,540 | $295.9K | 0.01% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,455 | $292.0K | 0.06% | −1,010−13.5% | Reduced |
| 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 |
| Virtu Financial LLC | 6,260 | $283.0K | 0.03% | +6,260 | New |
| Rothschild Investment Corp | 6,100 | $276.0K | 0.02% | +6,100 | New |
| Brookstone Capital Management | 5,946 | $274.0K | 0.00% | −98−1.6% | Reduced |
| HN Saltoro Capital, LP | 6,000 | $272.0K | 0.29% | +6,000 | New |
| Raymond James Trust N.A. | 5,927 | $268.0K | 0.01% | +508+9.4% | Added |
| Neuberger Berman Group LLC | 5,909 | $267.0K | 0.00% | −4,016−40.5% | Reduced |
| Spears Abacus Advisors LLC | 5,806 | $263.0K | 0.02% | 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 |
| Whitener Capital Management, Inc. | 5,500 | $248.0K | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,320 | $241.0K | 0.01% | −1,110−17.3% | Reduced |
| Utah Retirement Systems | 5,300 | $240.0K | 0.00% | +100+1.9% | Added |
| Jane Street Group, LLC | 5,208 | $236.0K | 0.00% | −42,679−89.1% | Reduced |
| Neo Ivy Capital Management | 5,189 | $235.0K | 0.24% | +3,392+188.8% | Added |
| State of Tennessee, Treasury Department | 5,109 | $231.0K | 0.00% | +5,109 | New |
| New York Life Investments Alternatives | 5,082 | $230.0K | 0.15% | −26,034−83.7% | Reduced |
| Valley National Advisers Inc | 4,956 | $224.0K | 0.04% | 00.0% | Unchanged |