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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Schubert & Co | 14 | $1.00K | 0.00% | +14 | New |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $2.00K | 0.00% | +37 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | +50 | New |
| PFG Private Wealth Management, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 88 | $3.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 94 | $4.00K | 0.00% | +19+25.3% | Added |
| Citizens National Bank Trust Department | 101 | $4.00K | 0.00% | +101 | New |
| Central Trust Co | – | $5.00K | 0.00% | – | – |
| Country Trust Bank | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 108 | $5.00K | 0.00% | +108 | New |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 134 | $6.00K | 0.00% | +134 | New |
| Signaturefd, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $10.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 303 | $13.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 350 | $15.0K | 0.01% | +3+0.9% | Added |
| Old North State Trust, LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 373 | $16.0K | 0.00% | +22+6.3% | Added |
| Harbour Investments, Inc. | 394 | $17.0K | 0.00% | −440−52.8% | Reduced |
| Captrust Financial Advisors | 429 | $19.0K | 0.00% | +109+34.1% | Added |
| Hudock, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $23.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 555 | $24.0K | 0.01% | +555 | New |
| First Manhattan Co | 600 | $26.0K | 0.00% | +600 | New |
| Whittier Trust Co | 642 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 665 | $29.0K | 0.00% | +665 | New |
| Cambridge Trust Co | 800 | $35.0K | 0.00% | +800 | New |
| Huntington National Bank | 881 | $38.0K | 0.00% | +881 | New |
| American International Group, Inc. | 1,074 | $47.0K | 0.00% | −40−3.6% | Reduced |
| American Portfolios Advisors | 1,099 | $48.0K | 0.00% | −120−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,119 | $50.0K | 0.00% | +315+39.2% | Added |
| TD Waterhouse Canada Inc. | 1,143 | $54.8K | 0.00% | +1,143 | New |
| Bessemer Group Inc | 1,270 | $55.0K | 0.00% | +1,270 | New |
| Eagle Bay Advisors LLC | 1,429 | $62.0K | 0.04% | −1,429−50.0% | Reduced |
| Geneos Wealth Management Inc. | 1,583 | $69.0K | 0.00% | +206+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,626 | $71.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,970 | $86.0K | 0.12% | +1,970 | New |
| Metropolitan Life Insurance Co | 1,994 | $87.0K | 0.00% | +5+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,078 | $90.0K | 0.00% | +103+5.2% | Added |
| FinTrust Capital Advisors, LLC | 2,098 | $92.0K | 0.02% | −500−19.2% | Reduced |
| US Bancorp | 2,296 | $100.0K | 0.00% | −41−1.8% | Reduced |
| State of Wyoming | 2,487 | $109.0K | 0.05% | +2,487 | New |
| Eaton Vance Management | 2,531 | $110.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $129.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,152 | $137.0K | 0.01% | −6,993−68.9% | Reduced |
| Altshuler Shaham Ltd | 3,433 | $150.0K | 0.00% | +690+25.2% | Added |
| Acadian Asset Management LLC | 3,968 | $172.0K | 0.00% | −6,803−63.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,220 | $184.1K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,384 | $191.0K | 0.01% | +3,387+339.7% | Added |
| CIBC Asset Management Inc | 4,916 | $214.0K | 0.00% | +274+5.9% | Added |
| Valley National Advisers Inc | 4,956 | $216.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,120 | $223.0K | 0.03% | +5,120 | New |
| NEXT Financial Group, Inc | 5,144 | $224.0K | 0.01% | −1,962−27.6% | Reduced |
| Davenport & Co LLC | 5,135 | $224.0K | 0.00% | −565−9.9% | Reduced |
| Snowden Capital Advisors LLC | 5,156 | $224.0K | 0.01% | +5,156 | New |
| Utah Retirement Systems | 5,300 | $231.0K | 0.00% | +100+1.9% | Added |
| Prudential Financial Inc | 4,815 | $234.0K | 0.00% | +76+1.6% | Added |
| Whitener Capital Management, Inc. | 5,500 | $239.0K | 0.09% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,742 | $251.0K | 0.07% | +5,742 | New |
| Spears Abacus Advisors LLC | 5,806 | $253.0K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,983 | $261.0K | 0.02% | +5,983 | New |
| Compton Capital Management Inc | 6,710 | $293.0K | 0.08% | +6,710 | New |
| PAX Financial Group, LLC | 6,975 | $304.0K | 0.07% | +6,975 | New |
| Morse Asset Management, Inc | 7,000 | $305.0K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,187 | $314.0K | 0.00% | +7,187 | New |
| Tower Research Capital LLC (TRC) | 7,277 | $317.0K | 0.01% | +7,189+8,169.3% | Added |
| Lincoln National Corp | 7,284 | $318.0K | 0.01% | −1,890−20.6% | Reduced |
| Investors Research Corp | 7,350 | $321.0K | 0.10% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 7,414 | $323.0K | 0.00% | −240−3.1% | Reduced |
| Alps Advisors Inc | 7,944 | $347.0K | 0.00% | +158+2.0% | Added |
| Maryland State Retirement & Pension System | 8,002 | $349.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,100 | $353.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $359.0K | 0.10% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 8,289 | $362.0K | 0.00% | +8,289 | New |
| New York State Teachers Retirement System | 8,700 | $380.0K | 0.00% | +200+2.4% | Added |
| Panagora Asset Management Inc | 8,700 | $380.0K | 0.00% | +748+9.4% | Added |
| Inspire Advisors, LLC | 8,764 | $382.0K | 0.11% | +8,764 | New |
| Quantinno Capital Management LP | 9,248 | $403.0K | 0.07% | +9,248 | New |
| HSBC Holdings PLC | 9,376 | $415.0K | 0.00% | +9,376 | New |
| IndexIQ Advisors LLC | 9,706 | $423.0K | 0.01% | −627−6.1% | Reduced |
| ProShare Advisors LLC | 9,723 | $424.0K | 0.00% | −19−0.2% | Reduced |
| Cullen Capital Management LLC | 9,753 | $426.0K | 0.00% | +83+0.9% | Added |
| Guggenheim Capital LLC | 10,003 | $436.0K | 0.00% | −366−3.5% | Reduced |
| O'Rourke & Company, Inc | 10,088 | $440.0K | 0.29% | +10,088 | New |
| Los Angeles Capital Management LLC | 10,832 | $473.0K | 0.00% | +580+5.7% | Added |
| Credit Suisse AG | 11,400 | $497.0K | 0.00% | +3,509+44.5% | Added |
| Peapack Gladstone Financial Corp | 11,501 | $502.0K | 0.01% | +1,800+18.6% | Added |