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, Q3 2021
Institutional positions in Lazard, Inc. as of Sep 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
- 241
- −17 vs. Q2 2021
- Shares held
- 80.2M
- −628.1K (−0.8%) vs. Q2 2021
- Total value
- $3.68B
- +$16.5M (+0.5%) vs. Q2 2021
- New holders
- 22
- 70 more added
- Sold out
- 39
- 88 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,712,232 | $444.8M | 0.04% | +41,550+0.4% | Added |
| Vanguard Group Inc | 9,646,412 | $441.8M | 0.01% | −30,438−0.3% | Reduced |
| Ariel Investments, LLC | 8,002,993 | $366.5M | 3.35% | +345,992+4.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,855,119 | $268.2M | 5.09% | +888,191+17.9% | Added |
| BlackRock Inc. | 4,092,045 | $187.4M | 0.01% | −92,946−2.2% | Reduced |
| Price T Rowe Associates Inc | 3,559,820 | $163.0M | 0.02% | −572,193−13.8% | Reduced |
| JPMorgan Chase & Co | 3,087,304 | $141.4M | 0.02% | −683,268−18.1% | Reduced |
| Epoch Investment Partners, Inc. | 2,978,301 | $136.4M | 0.76% | +736,308+32.8% | Added |
| Charles Schwab Investment Management Inc | 2,196,258 | $100.6M | 0.03% | −9,276−0.4% | Reduced |
| Morgan Stanley | 2,150,044 | $98.5M | 0.01% | +547,737+34.2% | Added |
| RWC Asset Management LLP | 2,122,107 | $97.2M | 2.96% | −20,851−1.0% | Reduced |
| Fisher Asset Management, LLC | 1,644,588 | $75.3M | 0.05% | +368,169+28.8% | Added |
| Geode Capital Management, LLC | 1,527,631 | $70.0M | 0.01% | −1,403−0.1% | Reduced |
| State Street Corp | 1,509,063 | $69.1M | 0.00% | +65,143+4.5% | Added |
| Dimensional Fund Advisors LP | 1,484,616 | $68.0M | 0.02% | +21,763+1.5% | Added |
| Norges Bank | 1,384,206 | $63.4M | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,174,677 | $53.8M | 0.03% | −132,827−10.2% | Reduced |
| LSV Asset Management | 1,120,965 | $51.3M | 0.09% | +245,065+28.0% | Added |
| Royce & Associates LP | 865,845 | $39.7M | 0.30% | −246,153−22.1% | Reduced |
| Marshall Wace Asia Ltd | 756,362 | $34.6M | 0.82% | +290,969+62.5% | Added |
| Nuveen Asset Management, LLC | 718,515 | $32.9M | 0.01% | −10,750−1.5% | Reduced |
| Invesco Ltd. | 683,305 | $31.3M | 0.01% | −22,215−3.1% | Reduced |
| Northern Trust Corp | 561,132 | $25.7M | 0.00% | +91,768+19.6% | Added |
| Ceredex Value Advisors LLC | 557,327 | $25.5M | 0.29% | +16,427+3.0% | Added |
| Hosking Partners LLP | 504,329 | $23.1M | 0.57% | −56,021−10.0% | Reduced |
| Todd Asset Management LLC | 497,259 | $22.8M | 0.52% | −289−0.1% | Reduced |
| UBS Group AG | 480,156 | $22.0M | 0.01% | −103,680−17.8% | Reduced |
| Federated Hermes, Inc. | 448,759 | $20.6M | 0.04% | −13,878−3.0% | Reduced |
| First Trust Advisors LP | 411,838 | $18.9M | 0.02% | −101,197−19.7% | Reduced |
| Third Avenue Management LLC | 368,858 | $16.9M | 2.27% | 00.0% | Unchanged |
| Foundry Partners, LLC | 364,600 | $16.7M | 0.60% | −17,948−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 317,630 | $14.5M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 317,366 | $14.5M | 0.01% | −129,413−29.0% | Reduced |
| BNP Paribas Arbitrage, SA | 276,548 | $12.7M | 0.03% | +34,581+14.3% | Added |
| Bank of New York Mellon Corp | 273,725 | $12.5M | 0.00% | −2,572−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 265,963 | $12.2M | 0.09% | −26,248−9.0% | Reduced |
| Artemis Investment Management LLP | 246,274 | $11.3M | 0.09% | +36,140+17.2% | Added |
| California Public Employees Retirement System | 230,211 | $10.5M | 0.01% | −2,757−1.2% | Reduced |
| Private Capital Advisors, Inc. | 213,480 | $9.78M | 1.63% | +959+0.5% | Added |
| Principal Financial Group Inc | 204,245 | $9.35M | 0.01% | +3,918+2.0% | Added |
| Van Cleef Asset Management,Inc | 198,346 | $9.08M | 1.37% | +769+0.4% | Added |
| Capitolis Advisors LLC | 178,331 | $9.07M | 0.08% | +11,719+7.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 196,380 | $8.99M | 0.03% | −181,545−48.0% | Reduced |
| Deutsche Bank AG | 194,163 | $8.89M | 0.00% | −68,654−26.1% | Reduced |
| Barclays PLC | 188,619 | $8.64M | 0.01% | −175,775−48.2% | Reduced |
| UBS Asset Management Americas Inc | 185,171 | $8.48M | 0.00% | +70,437+61.4% | Added |
| Basswood Capital Management, L.L.C. | 180,311 | $8.26M | 0.33% | −286,161−61.3% | Reduced |
| Wells Fargo & Company | 176,451 | $8.08M | 0.00% | +30,117+20.6% | Added |
| Amundi | 167,465 | $7.67M | 0.01% | −3,241−1.9% | Reduced |
| Swedbank AB | 160,800 | $7.36M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 152,280 | $6.97M | 0.01% | +886+0.6% | Added |
| Goldman Sachs Group Inc | 151,855 | $6.96M | 0.00% | −168,485−52.6% | Reduced |
| State Board of Administration of Florida Retirement System | 133,050 | $6.09M | 0.01% | −3,140−2.3% | Reduced |
| Northern Oak Wealth Management Inc | 132,533 | $6.07M | 0.74% | +132,533 | New |
| Two Sigma Advisers, LP | 131,500 | $6.02M | 0.02% | −79,500−37.7% | Reduced |
| SG Americas Securities, LLC | 129,158 | $5.92M | 0.03% | +129,158 | New |
| Osborne Partners Capital Management, LLC | 123,482 | $5.66M | 0.45% | +9,417+8.3% | Added |
| Miller Value Partners, LLC | 122,200 | $5.60M | 0.19% | −11,000−8.3% | Reduced |
| Copeland Capital Management, LLC | 120,358 | $5.51M | 0.16% | +3,061+2.6% | Added |
| Redwood Grove Capital, LLC | 118,466 | $5.43M | 3.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 118,408 | $5.42M | 0.02% | +56,577+91.5% | Added |
| Bank of Nova Scotia | 114,900 | $5.26M | 0.01% | +69,518+153.2% | Added |
| New York State Common Retirement Fund | 113,263 | $5.19M | 0.01% | +190.0% | Added |
| TD Asset Management Inc | 100,070 | $4.58M | 0.00% | +8,228+9.0% | Added |
| MUFG Securities EMEA plc | 100,000 | $4.58M | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 96,838 | $4.44M | 0.00% | −58,224−37.5% | Reduced |
| Renaissance Technologies LLC | 94,700 | $4.34M | 0.01% | −204,600−68.4% | Reduced |
| Brookfield Asset Management Inc. | 93,319 | $4.27M | 0.02% | −30,186−24.4% | Reduced |
| HighTower Advisors, LLC | 91,238 | $4.18M | 0.01% | +6,483+7.6% | Added |
| Crawford Investment Counsel Inc | 90,359 | $4.14M | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 90,184 | $4.13M | 0.01% | −8,800−8.9% | Reduced |
| California State Teachers Retirement System | 86,855 | $3.98M | 0.01% | −87,346−50.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 74,988 | $3.43M | 0.01% | −4,519−5.7% | Reduced |
| Teacher Retirement System of Texas | 73,165 | $3.35M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 72,000 | $3.30M | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 71,137 | $3.26M | 0.40% | −1,004−1.4% | Reduced |
| NewEdge Wealth, LLC | 66,944 | $3.07M | 0.18% | +3,496+5.5% | Added |
| Russell Investments Group, Ltd. | 66,566 | $3.05M | 0.01% | −20,336−23.4% | Reduced |
| Qube Research & Technologies Ltd | 61,697 | $2.83M | 0.04% | +28,300+84.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,535 | $2.77M | 0.01% | −45,340−42.8% | Reduced |
| Bank of Montreal | 59,066 | $2.74M | 0.00% | −3,921−6.2% | Reduced |
| Alliancebernstein L.P. | 59,633 | $2.73M | 0.00% | +1,283+2.2% | Added |
| M&T Bank Corp | 58,828 | $2.69M | 0.01% | +2,047+3.6% | Added |
| MRJ Capital Inc | 54,705 | $2.50M | 1.47% | +1,744+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 54,454 | $2.49M | 0.03% | −58,209−51.7% | Reduced |
| Lesa Sroufe & Co | 53,858 | $2.47M | 2.63% | −1,600−2.9% | Reduced |
| Alaska Permanent Fund Corp | 53,400 | $2.45M | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 50,100 | $2.29M | 0.00% | −9,781−16.3% | Reduced |
| Bank of America Corp | 49,885 | $2.29M | 0.00% | +18,071+56.8% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.23M | 1.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 48,030 | $2.20M | 0.02% | −9,643−16.7% | Reduced |
| Marshall Wace, LLP | 47,477 | $2.17M | 0.01% | +47,477 | New |
| Holocene Advisors, LP | 46,946 | $2.15M | 0.01% | +46,946 | New |
| Stifel Financial Corp | 46,566 | $2.13M | 0.00% | +1,814+4.1% | Added |
| O'Shares Investment Advisers, LLC | 43,246 | $1.98M | 0.15% | +7,842+22.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,160 | $1.98M | 0.01% | +43,160 | New |
| Raymond James & Associates | 42,462 | $1.95M | 0.00% | −198,114−82.3% | Reduced |
| Adirondack Research & Management Inc. | 38,901 | $1.78M | 2.17% | −1,440−3.6% | Reduced |
| Envestnet Asset Management Inc | 37,831 | $1.73M | 0.00% | +5,892+18.4% | Added |
| Macquarie Group Ltd | 37,700 | $1.73M | 0.00% | 00.0% | Unchanged |