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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 11,871 | $518.0K | 0.00% | −3,210−21.3% | Reduced |
| State of Wisconsin Investment Board | 12,164 | $531.0K | 0.00% | −372−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 12,488 | $545.0K | 0.00% | −1,303−9.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 12,598 | $550.0K | 0.14% | +12,598 | New |
| Advisors Asset Management, Inc. | 13,007 | $567.5K | 0.01% | +888+7.3% | Added |
| HRT Financial LP | 13,181 | $575.0K | 0.00% | −3,638−21.6% | Reduced |
| Telemus Capital, LLC | 13,170 | $575.0K | 0.05% | −229−1.7% | Reduced |
| CWM Advisors, LLC | 13,176 | $575.0K | 0.07% | +13,176 | New |
| Jane Street Group, LLC | 13,303 | $580.0K | 0.00% | −13,743−50.8% | Reduced |
| First National Trust Co | 13,435 | $586.0K | 0.03% | 00.0% | Unchanged |
| Investor AB | 12,850 | $589.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,092 | $658.0K | 0.01% | −18−0.1% | Reduced |
| Baldwin Investment Management, LLC | 15,325 | $669.0K | 0.18% | −5,650−26.9% | Reduced |
| Globeflex Capital L P | 15,882 | $693.0K | 0.14% | +15,882 | New |
| Autumn Glory Partners, LLC | 16,071 | $701.0K | 0.29% | +16,071 | New |
| Cambridge Investment Research Advisors, Inc. | 16,415 | $716.0K | 0.00% | −392−2.3% | Reduced |
| Empire Life Investments Inc. | 17,721 | $773.0K | 0.05% | +1,299+7.9% | Added |
| CIBC World Markets Inc. | 18,279 | $798.0K | 0.00% | −6,209−25.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 18,279 | $798.0K | 0.25% | +1,443+8.6% | Added |
| Amalgamated Bank | 19,471 | $850.0K | 0.01% | −5,805−23.0% | Reduced |
| MUFG Securities EMEA plc | 19,600 | $855.0K | 0.02% | −80,400−80.4% | Reduced |
| Colony Group LLC | 19,613 | $856.0K | 0.02% | −13−0.1% | Reduced |
| TD Private Client Wealth LLC | 19,872 | $867.0K | 0.04% | +985+5.2% | Added |
| RBF Capital, LLC | 20,000 | $873.0K | 0.05% | −10,000−33.3% | Reduced |
| Meristem Family Wealth, LLC | 21,591 | $942.0K | 0.08% | −1,669−7.2% | Reduced |
| Handelsbanken Fonder AB | 21,700 | $947.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 21,861 | $954.0K | 0.03% | +12,070+123.3% | Added |
| Gilman Hill Asset Management, LLC | 22,310 | $973.0K | 0.22% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 22,315 | $974.0K | 0.64% | −1,450−6.1% | Reduced |
| Tocqueville Asset Management L.P. | 22,350 | $975.0K | 0.01% | −500−2.2% | Reduced |
| Hollow Brook Wealth Management LLC | 22,830 | $996.0K | 0.51% | +393+1.8% | Added |
| Allstate Corp | 23,624 | $1.03M | 0.02% | −6,421−21.4% | Reduced |
| Callahan Advisors, LLC | 23,843 | $1.04M | 0.12% | −1,447−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,602 | $1.07M | 0.00% | +7,057+40.2% | Added |
| Donoghue Forlines LLC | 25,316 | $1.10M | 0.19% | +1,375+5.7% | Added |
| Stephens Inc | 26,375 | $1.15M | 0.02% | +4,300+19.5% | Added |
| Oppenheimer & Co Inc | 27,643 | $1.21M | 0.02% | −150−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 28,321 | $1.24M | 0.01% | +396+1.4% | Added |
| Commonwealth Equity Services, LLC | 28,347 | $1.24M | 0.00% | +8,908+45.8% | Added |
| SEI Investments Co | 28,604 | $1.25M | 0.00% | −6,001−17.3% | Reduced |
| Roosevelt Investment Group LLC | 29,291 | $1.28M | 0.07% | +364+1.3% | Added |
| Stifel Financial Corp | 29,310 | $1.28M | 0.00% | −17,256−37.1% | Reduced |
| Abbot Financial Management, Inc. | 30,179 | $1.32M | 0.59% | −350−1.1% | Reduced |
| JB Capital LLC | 30,275 | $1.32M | 0.13% | +876+3.0% | Added |
| Susquehanna International Group, LLP | 30,756 | $1.34M | 0.00% | +12,936+72.6% | Added |
| American Century Companies Inc | 31,117 | $1.36M | 0.00% | −1,348−4.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 31,169 | $1.36M | 0.24% | +10,126+48.1% | Added |
| Illinois Municipal Retirement Fund | 32,539 | $1.42M | 0.04% | +7,211+28.5% | Added |
| Janney Montgomery Scott LLC | 33,296 | $1.45M | 0.01% | −3,441−9.4% | Reduced |
| Hodges Capital Management Inc. | 33,464 | $1.46M | 0.11% | −3,348−9.1% | Reduced |
| Cumberland Advisors Inc | 34,600 | $1.51M | 0.32% | −1,160−3.2% | Reduced |
| LPL Financial LLC | 34,643 | $1.51M | 0.00% | +680+2.0% | Added |
| Treasurer of the State of North Carolina | 36,265 | $1.58M | 0.01% | +240+0.7% | Added |
| North Star Investment Management Corp. | 37,284 | $1.63M | 0.11% | +2,500+7.2% | Added |
| Macquarie Group Ltd | 37,700 | $1.65M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 37,751 | $1.65M | 0.00% | −4,711−11.1% | Reduced |
| Envestnet Asset Management Inc | 37,974 | $1.66M | 0.00% | +143+0.4% | Added |
| Moody Aldrich Partners LLC | 40,375 | $1.76M | 0.25% | +14,521+56.2% | Added |
| Barclays PLC | 42,850 | $1.87M | 0.00% | −145,769−77.3% | Reduced |
| Allianz Asset Management GmbH | 43,301 | $1.89M | 0.00% | +26,445+156.9% | Added |
| O'Shares Investment Advisers, LLC | 44,720 | $1.95M | 0.14% | +1,474+3.4% | Added |
| Holocene Advisors, LP | 47,109 | $2.06M | 0.01% | +163+0.3% | Added |
| Essex Investment Management Co LLC | 47,637 | $2.08M | 0.24% | −23,500−33.0% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.13M | 0.95% | 00.0% | Unchanged |
| Legal & General Group Plc | 50,098 | $2.19M | 0.00% | −20.0% | Reduced |
| MRJ Capital Inc | 52,302 | $2.28M | 1.32% | −2,403−4.4% | Reduced |
| Algebris (UK) Ltd | 52,609 | $2.29M | 1.15% | +52,609 | New |
| Rafferty Asset Management, LLC | 52,767 | $2.30M | 0.01% | +4,737+9.9% | Added |
| Russell Investments Group, Ltd. | 52,865 | $2.31M | 0.00% | −13,701−20.6% | Reduced |
| National Bank of Canada | 53,355 | $2.33M | 0.01% | +53,355 | New |
| Alaska Permanent Fund Corp | 53,400 | $2.33M | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 53,464 | $2.33M | 0.44% | +53,464 | New |
| Lesa Sroufe & Co | 55,483 | $2.42M | 2.43% | +1,625+3.0% | Added |
| California State Teachers Retirement System | 55,599 | $2.43M | 0.00% | −31,256−36.0% | Reduced |
| Public Employees Retirement System of Ohio | 55,988 | $2.44M | 0.01% | −62,420−52.7% | Reduced |
| M&T Bank Corp | 57,744 | $2.52M | 0.01% | −1,084−1.8% | Reduced |
| Alliancebernstein L.P. | 58,932 | $2.57M | 0.00% | −701−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,367 | $2.57M | 0.01% | +14,207+32.9% | Added |
| BNP Paribas Arbitrage, SA | 64,127 | $2.80M | 0.01% | −212,421−76.8% | Reduced |
| Bank of America Corp | 64,580 | $2.82M | 0.00% | +14,695+29.5% | Added |
| Ameriprise Financial Inc | 66,440 | $2.90M | 0.00% | +58,856+776.1% | Added |
| STRS Ohio | 72,000 | $3.14M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 73,165 | $3.19M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 74,988 | $3.27M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 83,536 | $3.65M | 0.00% | −11,164−11.8% | Reduced |
| HighTower Advisors, LLC | 84,419 | $3.68M | 0.01% | −6,819−7.5% | Reduced |
| NewEdge Wealth, LLC | 84,591 | $3.69M | 0.15% | +17,647+26.4% | Added |
| Citadel Advisors LLC | 85,886 | $3.75M | 0.00% | +67,390+364.3% | Added |
| Crawford Investment Counsel Inc | 91,049 | $3.97M | 0.08% | +690+0.8% | Added |
| Rhumbline Advisers | 91,734 | $4.00M | 0.00% | +1,550+1.7% | Added |
| TD Asset Management Inc | 97,377 | $4.25M | 0.00% | −2,693−2.7% | Reduced |
| Royal Bank of Canada | 108,527 | $4.73M | 0.00% | +11,689+12.1% | Added |
| New York State Common Retirement Fund | 113,254 | $4.94M | 0.00% | −90.0% | Reduced |
| SG Americas Securities, LLC | 113,906 | $4.97M | 0.03% | −15,252−11.8% | Reduced |
| Citigroup Inc | 115,069 | $5.02M | 0.00% | −202,297−63.7% | Reduced |
| Franklin Resources Inc | 115,280 | $5.03M | 0.00% | +81,667+243.0% | Added |
| Redwood Grove Capital, LLC | 118,466 | $5.17M | 2.42% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 122,200 | $5.33M | 0.19% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 124,414 | $5.43M | 0.03% | +124,414 | New |
| Two Sigma Advisers, LP | 126,500 | $5.52M | 0.01% | −5,000−3.8% | Reduced |