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, Q4 2021
Institutional positions in Lazard, Inc. as of Dec 31, 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
- 251
- +14 vs. Q3 2021
- Shares held
- 78.8M
- −653.3K (−0.8%) vs. Q3 2021
- Total value
- $3.44B
- −$201.4M (−5.5%) vs. Q3 2021
- New holders
- 37
- 74 more added
- Sold out
- 23
- 88 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,171,120 | $487.4M | 0.04% | +1,458,888+15.0% | Added |
| Vanguard Group Inc | 9,730,707 | $424.6M | 0.01% | +84,295+0.9% | Added |
| Ariel Investments, LLC | 8,120,571 | $354.3M | 2.99% | +117,578+1.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,779,872 | $252.2M | 4.23% | −75,247−1.3% | Reduced |
| BlackRock Inc. | 4,399,366 | $191.9M | 0.00% | +307,321+7.5% | Added |
| Price T Rowe Associates Inc | 3,378,916 | $147.4M | 0.01% | −180,904−5.1% | Reduced |
| JPMorgan Chase & Co | 2,792,216 | $121.8M | 0.02% | −295,088−9.6% | Reduced |
| Epoch Investment Partners, Inc. | 2,752,741 | $120.1M | 0.61% | −225,560−7.6% | Reduced |
| RWC Asset Management LLP | 2,134,986 | $93.1M | 2.58% | +12,879+0.6% | Added |
| Charles Schwab Investment Management Inc | 2,096,367 | $91.5M | 0.03% | −99,891−4.5% | Reduced |
| Morgan Stanley | 1,835,972 | $80.1M | 0.01% | −314,072−14.6% | Reduced |
| Geode Capital Management, LLC | 1,584,593 | $69.1M | 0.01% | +56,962+3.7% | Added |
| Fisher Asset Management, LLC | 1,577,516 | $68.8M | 0.04% | −67,072−4.1% | Reduced |
| State Street Corp | 1,540,140 | $67.2M | 0.00% | +31,077+2.1% | Added |
| Dimensional Fund Advisors LP | 1,515,562 | $66.1M | 0.02% | +30,946+2.1% | Added |
| Norges Bank | 1,384,206 | $60.4M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 1,242,368 | $54.2M | 0.10% | +121,403+10.8% | Added |
| Jennison Associates LLC | 1,180,501 | $51.5M | 0.03% | +5,824+0.5% | Added |
| Royce & Associates LP | 819,459 | $35.8M | 0.27% | −46,386−5.4% | Reduced |
| Invesco Ltd. | 709,000 | $30.9M | 0.01% | +25,695+3.8% | Added |
| Ceredex Value Advisors LLC | 510,168 | $22.3M | 0.24% | −47,159−8.5% | Reduced |
| Hosking Partners LLP | 494,834 | $21.6M | 0.52% | −9,495−1.9% | Reduced |
| Todd Asset Management LLC | 493,698 | $21.5M | 0.46% | −3,561−0.7% | Reduced |
| Federated Hermes, Inc. | 469,079 | $20.5M | 0.04% | +20,320+4.5% | Added |
| Northern Trust Corp | 402,950 | $17.6M | 0.00% | −158,182−28.2% | Reduced |
| First Trust Advisors LP | 372,540 | $16.3M | 0.02% | −39,298−9.5% | Reduced |
| Third Avenue Management LLC | 368,858 | $16.1M | 2.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 359,290 | $15.7M | 0.01% | +165,127+85.0% | Added |
| Foundry Partners, LLC | 331,110 | $14.4M | 0.51% | −33,490−9.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 317,630 | $13.9M | 0.12% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 279,712 | $12.2M | 0.00% | −438,803−61.1% | Reduced |
| Bank of New York Mellon Corp | 274,176 | $12.0M | 0.00% | +451+0.2% | Added |
| UBS Group AG | 270,362 | $11.8M | 0.00% | −209,794−43.7% | Reduced |
| Brandywine Global Investment Management, LLC | 265,941 | $11.6M | 0.08% | −220.0% | Reduced |
| Goldman Sachs Group Inc | 243,194 | $10.6M | 0.00% | +91,339+60.1% | Added |
| Qube Research & Technologies Ltd | 224,768 | $9.81M | 0.08% | +163,071+264.3% | Added |
| California Public Employees Retirement System | 214,686 | $9.37M | 0.01% | −15,525−6.7% | Reduced |
| Van Cleef Asset Management,Inc | 197,053 | $8.60M | 1.21% | −1,293−0.7% | Reduced |
| Principal Financial Group Inc | 195,876 | $8.55M | 0.01% | −8,369−4.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 192,480 | $8.40M | 0.03% | −3,900−2.0% | Reduced |
| Basswood Capital Management, L.L.C. | 180,311 | $7.87M | 0.36% | 00.0% | Unchanged |
| Amundi | 167,327 | $7.54M | 0.00% | −138−0.1% | Reduced |
| Capitolis Advisors LLC | 166,612 | $7.27M | 0.04% | −11,719−6.6% | Reduced |
| Wells Fargo & Company | 164,740 | $7.19M | 0.00% | −11,711−6.6% | Reduced |
| Swedbank AB | 160,800 | $7.11M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 162,808 | $7.10M | 0.00% | −22,363−12.1% | Reduced |
| Northern Oak Wealth Management Inc | 154,249 | $6.73M | 0.76% | +21,716+16.4% | Added |
| Artemis Investment Management LLP | 153,693 | $6.70M | 0.05% | −92,581−37.6% | Reduced |
| Voya Investment Management LLC | 147,396 | $6.43M | 0.01% | −4,884−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 132,899 | $5.80M | 0.01% | −151−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 128,337 | $5.60M | 0.41% | +4,855+3.9% | Added |
| Two Sigma Advisers, LP | 126,500 | $5.52M | 0.01% | −5,000−3.8% | Reduced |
| Squarepoint Ops LLC | 124,414 | $5.43M | 0.03% | +124,414 | New |
| Miller Value Partners, LLC | 122,200 | $5.33M | 0.19% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 118,466 | $5.17M | 2.42% | 00.0% | Unchanged |
| Franklin Resources Inc | 115,280 | $5.03M | 0.00% | +81,667+243.0% | Added |
| Citigroup Inc | 115,069 | $5.02M | 0.00% | −202,297−63.7% | Reduced |
| SG Americas Securities, LLC | 113,906 | $4.97M | 0.03% | −15,252−11.8% | Reduced |
| New York State Common Retirement Fund | 113,254 | $4.94M | 0.00% | −90.0% | Reduced |
| Royal Bank of Canada | 108,527 | $4.73M | 0.00% | +11,689+12.1% | Added |
| TD Asset Management Inc | 97,377 | $4.25M | 0.00% | −2,693−2.7% | Reduced |
| Rhumbline Advisers | 91,734 | $4.00M | 0.00% | +1,550+1.7% | Added |
| Crawford Investment Counsel Inc | 91,049 | $3.97M | 0.08% | +690+0.8% | Added |
| Citadel Advisors LLC | 85,886 | $3.75M | 0.00% | +67,390+364.3% | Added |
| NewEdge Wealth, LLC | 84,591 | $3.69M | 0.15% | +17,647+26.4% | Added |
| HighTower Advisors, LLC | 84,419 | $3.68M | 0.01% | −6,819−7.5% | Reduced |
| Renaissance Technologies LLC | 83,536 | $3.65M | 0.00% | −11,164−11.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 74,988 | $3.27M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 73,165 | $3.19M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 72,000 | $3.14M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 66,440 | $2.90M | 0.00% | +58,856+776.1% | Added |
| Bank of America Corp | 64,580 | $2.82M | 0.00% | +14,695+29.5% | Added |
| BNP Paribas Arbitrage, SA | 64,127 | $2.80M | 0.01% | −212,421−76.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,367 | $2.57M | 0.01% | +14,207+32.9% | Added |
| Alliancebernstein L.P. | 58,932 | $2.57M | 0.00% | −701−1.2% | Reduced |
| M&T Bank Corp | 57,744 | $2.52M | 0.01% | −1,084−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 55,988 | $2.44M | 0.01% | −62,420−52.7% | Reduced |
| California State Teachers Retirement System | 55,599 | $2.43M | 0.00% | −31,256−36.0% | Reduced |
| Lesa Sroufe & Co | 55,483 | $2.42M | 2.43% | +1,625+3.0% | Added |
| Strategic Wealth Partners, Ltd. | 53,464 | $2.33M | 0.44% | +53,464 | New |
| Alaska Permanent Fund Corp | 53,400 | $2.33M | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 53,355 | $2.33M | 0.01% | +53,355 | New |
| Russell Investments Group, Ltd. | 52,865 | $2.31M | 0.00% | −13,701−20.6% | Reduced |
| Rafferty Asset Management, LLC | 52,767 | $2.30M | 0.01% | +4,737+9.9% | Added |
| Algebris (UK) Ltd | 52,609 | $2.29M | 1.15% | +52,609 | New |
| MRJ Capital Inc | 52,302 | $2.28M | 1.32% | −2,403−4.4% | Reduced |
| Legal & General Group Plc | 50,098 | $2.19M | 0.00% | −20.0% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.13M | 0.95% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 47,637 | $2.08M | 0.24% | −23,500−33.0% | Reduced |
| Holocene Advisors, LP | 47,109 | $2.06M | 0.01% | +163+0.3% | Added |
| O'Shares Investment Advisers, LLC | 44,720 | $1.95M | 0.14% | +1,474+3.4% | Added |
| Allianz Asset Management GmbH | 43,301 | $1.89M | 0.00% | +26,445+156.9% | Added |
| Barclays PLC | 42,850 | $1.87M | 0.00% | −145,769−77.3% | Reduced |
| Moody Aldrich Partners LLC | 40,375 | $1.76M | 0.25% | +14,521+56.2% | Added |
| Envestnet Asset Management Inc | 37,974 | $1.66M | 0.00% | +143+0.4% | Added |
| Raymond James & Associates | 37,751 | $1.65M | 0.00% | −4,711−11.1% | Reduced |
| Macquarie Group Ltd | 37,700 | $1.65M | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 37,284 | $1.63M | 0.11% | +2,500+7.2% | Added |
| Treasurer of the State of North Carolina | 36,265 | $1.58M | 0.01% | +240+0.7% | Added |
| LPL Financial LLC | 34,643 | $1.51M | 0.00% | +680+2.0% | Added |