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.
Q3 2021 vs. Q2 2021
How the institutions holding Lazard, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 261 | 3 | 241 | −17 |
| Shares | 80.9M | 6.90K | 80.2M | −628.1K (−0.8%) |
| Value | $3.66B | $313.0K | $3.68B | +$16.5M (+0.5%) |
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Lazard, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Northern Oak Wealth Management Inc | 132,533 | $6.07M | 0.74% |
| SG Americas Securities, LLC | 129,158 | $5.92M | 0.03% |
| Marshall Wace, LLP | 47,477 | $2.17M | 0.01% |
| Holocene Advisors, LP | 46,946 | $2.15M | 0.01% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,160 | $1.98M | 0.01% |
| JB Capital LLC | 29,399 | $1.35M | 0.17% |
| Amalgamated Bank | 25,276 | $1.16M | 0.01% |
| CIBC World Markets Inc. | 24,488 | $1.12M | 0.00% |
| HRT Financial LP | 16,819 | $770.0K | 0.00% |
| Lincoln National Corp | 9,174 | $420.0K | 0.01% |
| Maryland State Retirement & Pension System | 8,002 | $376.0K | 0.01% |
| Credit Suisse AG | 7,891 | $361.0K | 0.00% |
| CIBC Asset Management Inc | 4,642 | $213.0K | 0.00% |
| Lazard Freres Gestion S.A.S. | 4,500 | $208.0K | 0.01% |
| Koshinski Asset Management, Inc. | 4,220 | $193.3K | 0.02% |
| Hudock, Inc. | 500 | $22.0K | 0.01% |
| Ancora Advisors, LLC | 262 | $12.0K | 0.00% |
| Hantz Financial Services, Inc. | 200 | $9.00K | 0.00% |
| Signaturefd, LLC | 200 | $9.00K | 0.00% |
| PFG Private Wealth Management, LLC | 80 | $4.00K | 0.00% |
| Bell Investment Advisors, Inc | 39 | $2.00K | 0.00% |
| Ci Investments Inc. | 6 | $0 | 0.00% |
Sold out (39)
Institutions that held Lazard, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
Not filed for Q3 2021 yet (3)
Institutions that held Lazard, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| QS Investors, LLC | 6,400 | $290.0K |
| Castleview Partners, LLC | 366 | $17.0K |
| CWM, LLC | 134 | $6.00K |