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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 128,337 | $5.60M | 0.41% | +4,855+3.9% | Added |
| State Board of Administration of Florida Retirement System | 132,899 | $5.80M | 0.01% | −151−0.1% | Reduced |
| Voya Investment Management LLC | 147,396 | $6.43M | 0.01% | −4,884−3.2% | Reduced |
| Artemis Investment Management LLP | 153,693 | $6.70M | 0.05% | −92,581−37.6% | Reduced |
| Northern Oak Wealth Management Inc | 154,249 | $6.73M | 0.76% | +21,716+16.4% | Added |
| UBS Asset Management Americas Inc | 162,808 | $7.10M | 0.00% | −22,363−12.1% | Reduced |
| Swedbank AB | 160,800 | $7.11M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 164,740 | $7.19M | 0.00% | −11,711−6.6% | Reduced |
| Capitolis Advisors LLC | 166,612 | $7.27M | 0.04% | −11,719−6.6% | Reduced |
| Amundi | 167,327 | $7.54M | 0.00% | −138−0.1% | Reduced |
| Basswood Capital Management, L.L.C. | 180,311 | $7.87M | 0.36% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 192,480 | $8.40M | 0.03% | −3,900−2.0% | Reduced |
| Principal Financial Group Inc | 195,876 | $8.55M | 0.01% | −8,369−4.1% | Reduced |
| Van Cleef Asset Management,Inc | 197,053 | $8.60M | 1.21% | −1,293−0.7% | Reduced |
| California Public Employees Retirement System | 214,686 | $9.37M | 0.01% | −15,525−6.7% | Reduced |
| Qube Research & Technologies Ltd | 224,768 | $9.81M | 0.08% | +163,071+264.3% | Added |
| Goldman Sachs Group Inc | 243,194 | $10.6M | 0.00% | +91,339+60.1% | Added |
| Brandywine Global Investment Management, LLC | 265,941 | $11.6M | 0.08% | −220.0% | Reduced |
| UBS Group AG | 270,362 | $11.8M | 0.00% | −209,794−43.7% | Reduced |
| Bank of New York Mellon Corp | 274,176 | $12.0M | 0.00% | +451+0.2% | Added |
| Nuveen Asset Management, LLC | 279,712 | $12.2M | 0.00% | −438,803−61.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 317,630 | $13.9M | 0.12% | 00.0% | Unchanged |
| Foundry Partners, LLC | 331,110 | $14.4M | 0.51% | −33,490−9.2% | Reduced |
| Deutsche Bank AG | 359,290 | $15.7M | 0.01% | +165,127+85.0% | Added |
| Third Avenue Management LLC | 368,858 | $16.1M | 2.12% | 00.0% | Unchanged |
| First Trust Advisors LP | 372,540 | $16.3M | 0.02% | −39,298−9.5% | Reduced |
| Northern Trust Corp | 402,950 | $17.6M | 0.00% | −158,182−28.2% | Reduced |
| Federated Hermes, Inc. | 469,079 | $20.5M | 0.04% | +20,320+4.5% | Added |
| Todd Asset Management LLC | 493,698 | $21.5M | 0.46% | −3,561−0.7% | Reduced |
| Hosking Partners LLP | 494,834 | $21.6M | 0.52% | −9,495−1.9% | Reduced |
| Ceredex Value Advisors LLC | 510,168 | $22.3M | 0.24% | −47,159−8.5% | Reduced |
| Invesco Ltd. | 709,000 | $30.9M | 0.01% | +25,695+3.8% | Added |
| Royce & Associates LP | 819,459 | $35.8M | 0.27% | −46,386−5.4% | Reduced |
| Jennison Associates LLC | 1,180,501 | $51.5M | 0.03% | +5,824+0.5% | Added |
| LSV Asset Management | 1,242,368 | $54.2M | 0.10% | +121,403+10.8% | Added |
| Norges Bank | 1,384,206 | $60.4M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,515,562 | $66.1M | 0.02% | +30,946+2.1% | Added |
| State Street Corp | 1,540,140 | $67.2M | 0.00% | +31,077+2.1% | Added |
| Fisher Asset Management, LLC | 1,577,516 | $68.8M | 0.04% | −67,072−4.1% | Reduced |
| Geode Capital Management, LLC | 1,584,593 | $69.1M | 0.01% | +56,962+3.7% | Added |
| Morgan Stanley | 1,835,972 | $80.1M | 0.01% | −314,072−14.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,096,367 | $91.5M | 0.03% | −99,891−4.5% | Reduced |
| RWC Asset Management LLP | 2,134,986 | $93.1M | 2.58% | +12,879+0.6% | Added |
| Epoch Investment Partners, Inc. | 2,752,741 | $120.1M | 0.61% | −225,560−7.6% | Reduced |
| JPMorgan Chase & Co | 2,792,216 | $121.8M | 0.02% | −295,088−9.6% | Reduced |
| Price T Rowe Associates Inc | 3,378,916 | $147.4M | 0.01% | −180,904−5.1% | Reduced |
| BlackRock Inc. | 4,399,366 | $191.9M | 0.00% | +307,321+7.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,779,872 | $252.2M | 4.23% | −75,247−1.3% | Reduced |
| Ariel Investments, LLC | 8,120,571 | $354.3M | 2.99% | +117,578+1.5% | Added |
| Vanguard Group Inc | 9,730,707 | $424.6M | 0.01% | +84,295+0.9% | Added |
| FMR LLC | 11,171,120 | $487.4M | 0.04% | +1,458,888+15.0% | Added |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −213,480−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −120,358−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −114,900−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −93,319−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −60,535−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −59,066−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −54,454−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,477−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −24,767−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −22,260−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,798−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Adirondack Research & Management Inc. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |