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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 1,114 | $51.0K | 0.00% | −159−12.5% | Reduced |
| PEAK6 Investments LLC | 997 | $46.0K | 0.00% | −6,333−86.4% | Reduced |
| Harbour Investments, Inc. | 834 | $38.0K | 0.00% | −37−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 804 | $36.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 642 | $29.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $24.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 500 | $22.0K | 0.01% | +500 | New |
| Loomis Sayles & Co L P | 447 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 430 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 375 | $17.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Captrust Financial Advisors | 320 | $15.0K | 0.00% | +120+60.0% | Added |
| Capital Analysts, LLC | 300 | $14.0K | 0.00% | −40−11.8% | Reduced |
| BBVA USA | 315 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 303 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 262 | $12.0K | 0.00% | +262 | New |
| Global Retirement Partners, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $6.00K | 0.00% | – | – |
| Washington Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 88 | $4.03K | 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 |
| IFP Advisors, Inc | 75 | $3.00K | 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 |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $0 | 0.00% | +6 | New |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −220,793−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −207,373−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −126,018−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −60,526−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −59,991−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −42,322−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,752−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −21,415−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −14,983−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −13,620−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,330−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −12,502−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −11,063−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Lathrop Investment Management Corp | 0 | $0 | 0.00% | −6,455−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,927−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −5,909−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −5,785−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,814−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |