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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 17,545 | $804.0K | 0.00% | +1,585+9.9% | Added |
| Susquehanna International Group, LLP | 17,820 | $816.0K | 0.00% | −2,279−11.3% | Reduced |
| Citadel Advisors LLC | 18,496 | $847.0K | 0.00% | −19,728−51.6% | Reduced |
| TD Private Client Wealth LLC | 18,887 | $865.0K | 0.04% | +7,111+60.4% | Added |
| Commonwealth Equity Services, LLC | 19,439 | $890.0K | 0.00% | −246−1.2% | Reduced |
| Colony Group LLC | 19,626 | $899.0K | 0.02% | −2,583−11.6% | Reduced |
| Baldwin Investment Management, LLC | 20,975 | $961.0K | 0.17% | +805+4.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,043 | $964.0K | 0.39% | −2,242−9.6% | Reduced |
| Natixis | 21,600 | $989.0K | 0.00% | −116,900−84.4% | Reduced |
| Handelsbanken Fonder AB | 21,700 | $994.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 22,075 | $1.01M | 0.02% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 22,260 | $1.02M | 0.01% | +6,866+44.6% | Added |
| Gilman Hill Asset Management, LLC | 22,310 | $1.02M | 0.26% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 22,437 | $1.03M | 0.64% | −26−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 22,850 | $1.05M | 0.02% | −15,000−39.6% | Reduced |
| Meristem Family Wealth, LLC | 23,260 | $1.06M | 0.10% | +14,846+176.4% | Added |
| First Dallas Securities Inc. | 23,765 | $1.09M | 0.75% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 23,941 | $1.10M | 0.21% | −1,338−5.3% | Reduced |
| CIBC World Markets Inc. | 24,488 | $1.12M | 0.00% | +24,488 | New |
| Invenomic Capital Management LP | 24,767 | $1.13M | 0.40% | −46,928−65.5% | Reduced |
| Callahan Advisors, LLC | 25,290 | $1.16M | 0.15% | −39−0.2% | Reduced |
| Amalgamated Bank | 25,276 | $1.16M | 0.01% | +25,276 | New |
| Illinois Municipal Retirement Fund | 25,328 | $1.16M | 0.04% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 25,854 | $1.18M | 0.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 27,046 | $1.24M | 0.00% | +21,838+419.3% | Added |
| Oppenheimer & Co Inc | 27,793 | $1.27M | 0.02% | −200−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 27,925 | $1.28M | 0.01% | +150+0.5% | Added |
| Roosevelt Investment Group LLC | 28,927 | $1.32M | 0.08% | −1,869−6.1% | Reduced |
| JB Capital LLC | 29,399 | $1.35M | 0.17% | +29,399 | New |
| RBF Capital, LLC | 30,000 | $1.37M | 0.08% | −17,464−36.8% | Reduced |
| Allstate Corp | 30,045 | $1.38M | 0.06% | −4,823−13.8% | Reduced |
| Abbot Financial Management, Inc. | 30,529 | $1.40M | 0.64% | −198−0.6% | Reduced |
| American Century Companies Inc | 32,465 | $1.49M | 0.00% | +17,657+119.2% | Added |
| Franklin Resources Inc | 33,613 | $1.54M | 0.00% | −572−1.7% | Reduced |
| LPL Financial LLC | 33,963 | $1.55M | 0.00% | −1,656−4.6% | Reduced |
| SEI Investments Co | 34,605 | $1.58M | 0.00% | −2,066−5.6% | Reduced |
| North Star Investment Management Corp. | 34,784 | $1.59M | 0.13% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 35,760 | $1.64M | 0.38% | −540−1.5% | Reduced |
| Treasurer of the State of North Carolina | 36,025 | $1.65M | 0.01% | +579+1.6% | Added |
| Janney Montgomery Scott LLC | 36,737 | $1.68M | 0.01% | +830+2.3% | Added |
| Hodges Capital Management Inc. | 36,812 | $1.69M | 0.12% | +52+0.1% | Added |
| Macquarie Group Ltd | 37,700 | $1.73M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 37,831 | $1.73M | 0.00% | +5,892+18.4% | Added |
| Adirondack Research & Management Inc. | 38,901 | $1.78M | 2.17% | −1,440−3.6% | Reduced |
| Raymond James & Associates | 42,462 | $1.95M | 0.00% | −198,114−82.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,160 | $1.98M | 0.01% | +43,160 | New |
| O'Shares Investment Advisers, LLC | 43,246 | $1.98M | 0.15% | +7,842+22.2% | Added |
| Stifel Financial Corp | 46,566 | $2.13M | 0.00% | +1,814+4.1% | Added |
| Holocene Advisors, LP | 46,946 | $2.15M | 0.01% | +46,946 | New |
| Marshall Wace, LLP | 47,477 | $2.17M | 0.01% | +47,477 | New |
| Rafferty Asset Management, LLC | 48,030 | $2.20M | 0.02% | −9,643−16.7% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.23M | 1.06% | 00.0% | Unchanged |
| Bank of America Corp | 49,885 | $2.29M | 0.00% | +18,071+56.8% | Added |
| Legal & General Group Plc | 50,100 | $2.29M | 0.00% | −9,781−16.3% | Reduced |
| Alaska Permanent Fund Corp | 53,400 | $2.45M | 0.05% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 53,858 | $2.47M | 2.63% | −1,600−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 54,454 | $2.49M | 0.03% | −58,209−51.7% | Reduced |
| MRJ Capital Inc | 54,705 | $2.50M | 1.47% | +1,744+3.3% | Added |
| M&T Bank Corp | 58,828 | $2.69M | 0.01% | +2,047+3.6% | Added |
| Alliancebernstein L.P. | 59,633 | $2.73M | 0.00% | +1,283+2.2% | Added |
| Bank of Montreal | 59,066 | $2.74M | 0.00% | −3,921−6.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,535 | $2.77M | 0.01% | −45,340−42.8% | Reduced |
| Qube Research & Technologies Ltd | 61,697 | $2.83M | 0.04% | +28,300+84.7% | Added |
| Russell Investments Group, Ltd. | 66,566 | $3.05M | 0.01% | −20,336−23.4% | Reduced |
| NewEdge Wealth, LLC | 66,944 | $3.07M | 0.18% | +3,496+5.5% | Added |
| Essex Investment Management Co LLC | 71,137 | $3.26M | 0.40% | −1,004−1.4% | Reduced |
| STRS Ohio | 72,000 | $3.30M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 73,165 | $3.35M | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 74,988 | $3.43M | 0.01% | −4,519−5.7% | Reduced |
| California State Teachers Retirement System | 86,855 | $3.98M | 0.01% | −87,346−50.1% | Reduced |
| Rhumbline Advisers | 90,184 | $4.13M | 0.01% | −8,800−8.9% | Reduced |
| Crawford Investment Counsel Inc | 90,359 | $4.14M | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 91,238 | $4.18M | 0.01% | +6,483+7.6% | Added |
| Brookfield Asset Management Inc. | 93,319 | $4.27M | 0.02% | −30,186−24.4% | Reduced |
| Renaissance Technologies LLC | 94,700 | $4.34M | 0.01% | −204,600−68.4% | Reduced |
| Royal Bank of Canada | 96,838 | $4.44M | 0.00% | −58,224−37.5% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $4.58M | 0.06% | 00.0% | Unchanged |
| TD Asset Management Inc | 100,070 | $4.58M | 0.00% | +8,228+9.0% | Added |
| New York State Common Retirement Fund | 113,263 | $5.19M | 0.01% | +190.0% | Added |
| Bank of Nova Scotia | 114,900 | $5.26M | 0.01% | +69,518+153.2% | Added |
| Public Employees Retirement System of Ohio | 118,408 | $5.42M | 0.02% | +56,577+91.5% | Added |
| Redwood Grove Capital, LLC | 118,466 | $5.43M | 3.09% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 120,358 | $5.51M | 0.16% | +3,061+2.6% | Added |
| Miller Value Partners, LLC | 122,200 | $5.60M | 0.19% | −11,000−8.3% | Reduced |
| Osborne Partners Capital Management, LLC | 123,482 | $5.66M | 0.45% | +9,417+8.3% | Added |
| SG Americas Securities, LLC | 129,158 | $5.92M | 0.03% | +129,158 | New |
| Two Sigma Advisers, LP | 131,500 | $6.02M | 0.02% | −79,500−37.7% | Reduced |
| Northern Oak Wealth Management Inc | 132,533 | $6.07M | 0.74% | +132,533 | New |
| State Board of Administration of Florida Retirement System | 133,050 | $6.09M | 0.01% | −3,140−2.3% | Reduced |
| Goldman Sachs Group Inc | 151,855 | $6.96M | 0.00% | −168,485−52.6% | Reduced |
| Voya Investment Management LLC | 152,280 | $6.97M | 0.01% | +886+0.6% | Added |
| Swedbank AB | 160,800 | $7.36M | 0.01% | 00.0% | Unchanged |
| Amundi | 167,465 | $7.67M | 0.01% | −3,241−1.9% | Reduced |
| Wells Fargo & Company | 176,451 | $8.08M | 0.00% | +30,117+20.6% | Added |
| Basswood Capital Management, L.L.C. | 180,311 | $8.26M | 0.33% | −286,161−61.3% | Reduced |
| UBS Asset Management Americas Inc | 185,171 | $8.48M | 0.00% | +70,437+61.4% | Added |
| Barclays PLC | 188,619 | $8.64M | 0.01% | −175,775−48.2% | Reduced |
| Deutsche Bank AG | 194,163 | $8.89M | 0.00% | −68,654−26.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 196,380 | $8.99M | 0.03% | −181,545−48.0% | Reduced |
| Capitolis Advisors LLC | 178,331 | $9.07M | 0.08% | +11,719+7.0% | Added |