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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 36,812 | $1.69M | 0.12% | +52+0.1% | Added |
| Janney Montgomery Scott LLC | 36,737 | $1.68M | 0.01% | +830+2.3% | Added |
| Treasurer of the State of North Carolina | 36,025 | $1.65M | 0.01% | +579+1.6% | Added |
| Cumberland Advisors Inc | 35,760 | $1.64M | 0.38% | −540−1.5% | Reduced |
| North Star Investment Management Corp. | 34,784 | $1.59M | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 34,605 | $1.58M | 0.00% | −2,066−5.6% | Reduced |
| LPL Financial LLC | 33,963 | $1.55M | 0.00% | −1,656−4.6% | Reduced |
| Franklin Resources Inc | 33,613 | $1.54M | 0.00% | −572−1.7% | Reduced |
| American Century Companies Inc | 32,465 | $1.49M | 0.00% | +17,657+119.2% | Added |
| Abbot Financial Management, Inc. | 30,529 | $1.40M | 0.64% | −198−0.6% | Reduced |
| Allstate Corp | 30,045 | $1.38M | 0.06% | −4,823−13.8% | Reduced |
| RBF Capital, LLC | 30,000 | $1.37M | 0.08% | −17,464−36.8% | Reduced |
| JB Capital LLC | 29,399 | $1.35M | 0.17% | +29,399 | New |
| Roosevelt Investment Group LLC | 28,927 | $1.32M | 0.08% | −1,869−6.1% | Reduced |
| Rockefeller Capital Management L.P. | 27,925 | $1.28M | 0.01% | +150+0.5% | Added |
| Oppenheimer & Co Inc | 27,793 | $1.27M | 0.02% | −200−0.7% | Reduced |
| Jane Street Group, LLC | 27,046 | $1.24M | 0.00% | +21,838+419.3% | Added |
| Moody Aldrich Partners LLC | 25,854 | $1.18M | 0.15% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 25,328 | $1.16M | 0.04% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 25,290 | $1.16M | 0.15% | −39−0.2% | Reduced |
| Amalgamated Bank | 25,276 | $1.16M | 0.01% | +25,276 | New |
| Invenomic Capital Management LP | 24,767 | $1.13M | 0.40% | −46,928−65.5% | Reduced |
| CIBC World Markets Inc. | 24,488 | $1.12M | 0.00% | +24,488 | New |
| Donoghue Forlines LLC | 23,941 | $1.10M | 0.21% | −1,338−5.3% | Reduced |
| First Dallas Securities Inc. | 23,765 | $1.09M | 0.75% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 23,260 | $1.06M | 0.10% | +14,846+176.4% | Added |
| Tocqueville Asset Management L.P. | 22,850 | $1.05M | 0.02% | −15,000−39.6% | Reduced |
| Hollow Brook Wealth Management LLC | 22,437 | $1.03M | 0.64% | −26−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 22,310 | $1.02M | 0.26% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 22,260 | $1.02M | 0.01% | +6,866+44.6% | Added |
| Stephens Inc | 22,075 | $1.01M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,700 | $994.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 21,600 | $989.0K | 0.00% | −116,900−84.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,043 | $964.0K | 0.39% | −2,242−9.6% | Reduced |
| Baldwin Investment Management, LLC | 20,975 | $961.0K | 0.17% | +805+4.0% | Added |
| Colony Group LLC | 19,626 | $899.0K | 0.02% | −2,583−11.6% | Reduced |
| Commonwealth Equity Services, LLC | 19,439 | $890.0K | 0.00% | −246−1.2% | Reduced |
| TD Private Client Wealth LLC | 18,887 | $865.0K | 0.04% | +7,111+60.4% | Added |
| Citadel Advisors LLC | 18,496 | $847.0K | 0.00% | −19,728−51.6% | Reduced |
| Susquehanna International Group, LLP | 17,820 | $816.0K | 0.00% | −2,279−11.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,545 | $804.0K | 0.00% | +1,585+9.9% | Added |
| Allianz Asset Management GmbH | 16,856 | $772.0K | 0.00% | +8,221+95.2% | Added |
| Jackson Hole Capital Partners, LLC | 16,836 | $771.0K | 0.25% | +549+3.4% | 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 |
| Empire Life Investments Inc. | 16,422 | $752.0K | 0.05% | +277+1.7% | Added |
| State of Alaska, Department of Revenue | 15,110 | $692.0K | 0.01% | +180+1.2% | Added |
| Victory Capital Management Inc | 15,081 | $691.0K | 0.00% | −177−1.2% | Reduced |
| 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 |
| First National Trust Co | 13,435 | $615.0K | 0.04% | 00.0% | Unchanged |
| Telemus Capital, LLC | 13,399 | $614.0K | 0.05% | −678−4.8% | Reduced |
| Investor AB | 12,850 | $589.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,536 | $574.0K | 0.00% | +374+3.1% | Added |
| Advisors Asset Management, Inc. | 12,119 | $555.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,771 | $491.0K | 0.00% | +1,640+18.0% | Added |
| Guggenheim Capital LLC | 10,369 | $475.0K | 0.00% | +3,308+46.8% | Added |
| IndexIQ Advisors LLC | 10,333 | $473.0K | 0.02% | +1,035+11.1% | Added |
| Los Angeles Capital Management LLC | 10,252 | $470.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,145 | $465.0K | 0.03% | −1,673−14.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,791 | $448.0K | 0.01% | −81,501−89.3% | Reduced |
| ProShare Advisors LLC | 9,742 | $446.0K | 0.00% | +83+0.9% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $444.0K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 9,670 | $443.0K | 0.00% | −210−2.1% | Reduced |
| Lincoln National Corp | 9,174 | $420.0K | 0.01% | +9,174 | New |
| New York State Teachers Retirement System | 8,500 | $389.0K | 0.00% | −200−2.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $377.0K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,002 | $376.0K | 0.01% | +8,002 | New |
| Rothschild Investment Corp | 8,100 | $371.0K | 0.03% | +2,000+32.8% | Added |
| Panagora Asset Management Inc | 7,952 | $364.0K | 0.00% | +325+4.3% | Added |
| Credit Suisse AG | 7,891 | $361.0K | 0.00% | +7,891 | New |
| Alps Advisors Inc | 7,786 | $357.0K | 0.00% | +136+1.8% | Added |
| Parametric Portfolio Associates LLC | 7,654 | $351.0K | 0.00% | −42−0.5% | Reduced |
| Ameriprise Financial Inc | 7,584 | $347.0K | 0.00% | −32,501−81.1% | Reduced |
| Investors Research Corp | 7,350 | $337.0K | 0.11% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 7,106 | $325.0K | 0.03% | −343−4.6% | Reduced |
| Morse Asset Management, Inc | 7,000 | $321.0K | 0.08% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 6,540 | $299.5K | 0.01% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 6,400 | $293.0K | 0.24% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5,806 | $266.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,700 | $261.0K | 0.00% | −100−1.7% | Reduced |
| Utah Retirement Systems | 5,200 | $238.0K | 0.00% | −100−1.9% | Reduced |
| Whitener Capital Management, Inc. | 5,500 | $232.0K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,956 | $227.0K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,739 | $224.0K | 0.00% | −161−3.3% | Reduced |
| CIBC Asset Management Inc | 4,642 | $213.0K | 0.00% | +4,642 | New |
| Lazard Freres Gestion S.A.S. | 4,500 | $208.0K | 0.01% | +4,500 | New |
| King Wealth | 4,500 | $206.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,220 | $193.3K | 0.02% | +4,220 | New |
| AlphaMark Advisors, LLC | 2,950 | $135.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,858 | $130.0K | 0.08% | +1,429+100.0% | Added |
| Altshuler Shaham Ltd | 2,743 | $126.0K | 0.00% | +1,495+119.8% | Added |
| FinTrust Capital Advisors, LLC | 2,598 | $119.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 2,531 | $116.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,337 | $107.0K | 0.00% | +85+3.8% | Added |
| Metropolitan Life Insurance Co | 1,989 | $91.1K | 0.00% | −117−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,975 | $90.0K | 0.00% | +12+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,626 | $74.0K | 0.00% | +500+44.4% | Added |
| Geneos Wealth Management Inc. | 1,377 | $65.0K | 0.00% | +6+0.4% | Added |
| American Portfolios Advisors | 1,219 | $55.8K | 0.00% | −22−1.8% | Reduced |