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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | +6 | New |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $2.00K | 0.00% | −50−50.0% | Reduced |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $2.00K | 0.00% | +39 | New |
| IFP Advisors, Inc | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 88 | $4.00K | 0.00% | −3,406−97.5% | Reduced |
| Arkadios Wealth Advisors | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Federation des caisses Desjardins du Quebec | 88 | $4.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $6.00K | 0.00% | – | – |
| First Mercantile Trust Co | 191 | $9.00K | 0.00% | −11−5.4% | Reduced |
| Hantz Financial Services, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Signaturefd, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 262 | $12.0K | 0.00% | +262 | New |
| Harvest Fund Management Co., Ltd | 303 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $14.0K | 0.00% | −40−11.8% | Reduced |
| BBVA USA | 315 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 320 | $15.0K | 0.00% | +120+60.0% | Added |
| JFS Wealth Advisors, LLC | 351 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 347 | $16.0K | 0.01% | +4+1.2% | Added |
| Old North State Trust, LLC | 375 | $17.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 447 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 430 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 500 | $22.0K | 0.01% | +500 | New |
| Oakworth Capital, Inc. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 642 | $29.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 804 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 834 | $38.0K | 0.00% | −37−4.2% | Reduced |
| PEAK6 Investments LLC | 997 | $46.0K | 0.00% | −6,333−86.4% | Reduced |
| American International Group, Inc. | 1,114 | $51.0K | 0.00% | −159−12.5% | Reduced |
| American Portfolios Advisors | 1,219 | $55.8K | 0.00% | −22−1.8% | Reduced |
| Geneos Wealth Management Inc. | 1,377 | $65.0K | 0.00% | +6+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,626 | $74.0K | 0.00% | +500+44.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,975 | $90.0K | 0.00% | +12+0.6% | Added |
| Metropolitan Life Insurance Co | 1,989 | $91.1K | 0.00% | −117−5.6% | Reduced |
| US Bancorp | 2,337 | $107.0K | 0.00% | +85+3.8% | Added |
| Eaton Vance Management | 2,531 | $116.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,598 | $119.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,743 | $126.0K | 0.00% | +1,495+119.8% | Added |
| Eagle Bay Advisors LLC | 2,858 | $130.0K | 0.08% | +1,429+100.0% | Added |
| AlphaMark Advisors, LLC | 2,950 | $135.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,220 | $193.3K | 0.02% | +4,220 | New |
| King Wealth | 4,500 | $206.0K | 0.04% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 4,500 | $208.0K | 0.01% | +4,500 | New |
| CIBC Asset Management Inc | 4,642 | $213.0K | 0.00% | +4,642 | New |
| Prudential Financial Inc | 4,739 | $224.0K | 0.00% | −161−3.3% | Reduced |
| Valley National Advisers Inc | 4,956 | $227.0K | 0.04% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,500 | $232.0K | 0.11% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,200 | $238.0K | 0.00% | −100−1.9% | Reduced |
| Davenport & Co LLC | 5,700 | $261.0K | 0.00% | −100−1.7% | Reduced |
| Spears Abacus Advisors LLC | 5,806 | $266.0K | 0.02% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 6,400 | $293.0K | 0.24% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 6,540 | $299.5K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 7,000 | $321.0K | 0.08% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,106 | $325.0K | 0.03% | −343−4.6% | Reduced |
| Investors Research Corp | 7,350 | $337.0K | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,584 | $347.0K | 0.00% | −32,501−81.1% | Reduced |
| Parametric Portfolio Associates LLC | 7,654 | $351.0K | 0.00% | −42−0.5% | Reduced |
| Alps Advisors Inc | 7,786 | $357.0K | 0.00% | +136+1.8% | Added |
| Credit Suisse AG | 7,891 | $361.0K | 0.00% | +7,891 | New |
| Panagora Asset Management Inc | 7,952 | $364.0K | 0.00% | +325+4.3% | Added |
| Rothschild Investment Corp | 8,100 | $371.0K | 0.03% | +2,000+32.8% | Added |
| Maryland State Retirement & Pension System | 8,002 | $376.0K | 0.01% | +8,002 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $377.0K | 0.12% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 8,500 | $389.0K | 0.00% | −200−2.3% | Reduced |
| Lincoln National Corp | 9,174 | $420.0K | 0.01% | +9,174 | New |
| Cullen Capital Management LLC | 9,670 | $443.0K | 0.00% | −210−2.1% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $444.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,742 | $446.0K | 0.00% | +83+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 9,791 | $448.0K | 0.01% | −81,501−89.3% | Reduced |
| Belpointe Asset Management LLC | 10,145 | $465.0K | 0.03% | −1,673−14.2% | Reduced |
| Los Angeles Capital Management LLC | 10,252 | $470.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 10,333 | $473.0K | 0.02% | +1,035+11.1% | Added |
| Guggenheim Capital LLC | 10,369 | $475.0K | 0.00% | +3,308+46.8% | Added |
| Acadian Asset Management LLC | 10,771 | $491.0K | 0.00% | +1,640+18.0% | Added |
| Advisors Asset Management, Inc. | 12,119 | $555.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,536 | $574.0K | 0.00% | +374+3.1% | Added |
| Investor AB | 12,850 | $589.0K | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 13,399 | $614.0K | 0.05% | −678−4.8% | Reduced |
| First National Trust Co | 13,435 | $615.0K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,798 | $632.0K | 0.01% | −43,788−76.0% | Reduced |
| Advisor Group Holdings, Inc. | 13,791 | $632.0K | 0.00% | +347+2.6% | Added |
| Victory Capital Management Inc | 15,081 | $691.0K | 0.00% | −177−1.2% | Reduced |
| State of Alaska, Department of Revenue | 15,110 | $692.0K | 0.01% | +180+1.2% | Added |
| Empire Life Investments Inc. | 16,422 | $752.0K | 0.05% | +277+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,807 | $770.0K | 0.00% | +96+0.6% | Added |
| HRT Financial LP | 16,819 | $770.0K | 0.00% | +16,819 | New |
| Jackson Hole Capital Partners, LLC | 16,836 | $771.0K | 0.25% | +549+3.4% | Added |
| Allianz Asset Management GmbH | 16,856 | $772.0K | 0.00% | +8,221+95.2% | Added |