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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 4,900 | $222.0K | 0.00% | +4,900 | New |
| Teza Capital Management LLC | 4,814 | $218.0K | 0.04% | +4,814 | New |
| Moloney Securities Asset Management, LLC | 4,713 | $213.0K | 0.04% | +20.0% | Added |
| Steel Peak Wealth Management LLC | 4,532 | $205.0K | 0.01% | +4,532 | New |
| King Wealth | 4,500 | $204.0K | 0.04% | +4,500 | New |
| Cetera Advisor Networks LLC | 4,485 | $203.0K | 0.00% | +4,485 | New |
| Tower Research Capital LLC (TRC) | 3,494 | $158.0K | 0.00% | −4,846−58.1% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $133.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,598 | $118.0K | 0.03% | +518+24.9% | Added |
| Eaton Vance Management | 2,531 | $115.0K | 0.00% | −466−15.5% | Reduced |
| US Bancorp | 2,252 | $102.0K | 0.00% | +1,555+223.1% | Added |
| Metropolitan Life Insurance Co | 2,106 | $95.3K | 0.00% | +64+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,963 | $88.0K | 0.00% | −158−7.4% | Reduced |
| Walleye Trading LLC | 1,630 | $74.0K | 0.00% | +476+41.2% | Added |
| Eagle Bay Advisors LLC | 1,429 | $66.0K | 0.05% | +1,429 | New |
| Geneos Wealth Management Inc. | 1,371 | $63.0K | 0.00% | +5+0.4% | Added |
| American International Group, Inc. | 1,273 | $58.0K | 0.00% | +66+5.5% | Added |
| American Portfolios Advisors | 1,241 | $56.1K | 0.00% | −3−0.2% | Reduced |
| Altshuler Shaham Ltd | 1,248 | $56.0K | 0.00% | +1,248 | New |
| Steward Partners Investment Advisory, LLC | 1,126 | $51.0K | 0.00% | +500+79.9% | Added |
| Harbour Investments, Inc. | 871 | $39.0K | 0.00% | +231+36.1% | Added |
| The PNC Financial Services Group, Inc. | 804 | $36.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 745 | $34.0K | 0.01% | +745 | New |
| Whittier Trust Co | 642 | $29.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $24.0K | 0.00% | +85+19.3% | Added |
| Oakworth Capital, Inc. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $22.0K | 0.00% | +500 | New |
| Loomis Sayles & Co L P | 447 | $20.0K | 0.00% | +73+19.5% | Added |
| Fifth Third Bancorp | 430 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 400 | $18.0K | 0.01% | −59−12.9% | Reduced |
| Old North State Trust, LLC | 375 | $17.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 366 | $17.0K | 0.01% | +366 | New |
| 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 |
| Capital Analysts, LLC | 340 | $15.0K | 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 |
| Heritage Wealth Advisors | 300 | $13.6K | 0.00% | 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 |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 202 | $9.00K | 0.00% | −21−9.4% | Reduced |
| Captrust Financial Advisors | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 134 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | +64+101.6% | Added |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 88 | $3.98K | 0.00% | −48−35.3% | Reduced |
| IFP Advisors, Inc | 75 | $3.00K | 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 |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −161,300−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −144,963−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −106,969−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −66,739−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −42,771−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −31,356−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −29,188−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −11,108−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −5,419−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |