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 |
|---|---|---|---|---|---|
| Cumberland Advisors Inc | 34,600 | $1.51M | 0.32% | −1,160−3.2% | Reduced |
| Hodges Capital Management Inc. | 33,464 | $1.46M | 0.11% | −3,348−9.1% | Reduced |
| Janney Montgomery Scott LLC | 33,296 | $1.45M | 0.01% | −3,441−9.4% | Reduced |
| Illinois Municipal Retirement Fund | 32,539 | $1.42M | 0.04% | +7,211+28.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 31,169 | $1.36M | 0.24% | +10,126+48.1% | Added |
| American Century Companies Inc | 31,117 | $1.36M | 0.00% | −1,348−4.2% | Reduced |
| Susquehanna International Group, LLP | 30,756 | $1.34M | 0.00% | +12,936+72.6% | Added |
| JB Capital LLC | 30,275 | $1.32M | 0.13% | +876+3.0% | Added |
| Abbot Financial Management, Inc. | 30,179 | $1.32M | 0.59% | −350−1.1% | Reduced |
| Stifel Financial Corp | 29,310 | $1.28M | 0.00% | −17,256−37.1% | Reduced |
| Roosevelt Investment Group LLC | 29,291 | $1.28M | 0.07% | +364+1.3% | Added |
| SEI Investments Co | 28,604 | $1.25M | 0.00% | −6,001−17.3% | Reduced |
| Commonwealth Equity Services, LLC | 28,347 | $1.24M | 0.00% | +8,908+45.8% | Added |
| Rockefeller Capital Management L.P. | 28,321 | $1.24M | 0.01% | +396+1.4% | Added |
| Oppenheimer & Co Inc | 27,643 | $1.21M | 0.02% | −150−0.5% | Reduced |
| Stephens Inc | 26,375 | $1.15M | 0.02% | +4,300+19.5% | Added |
| Donoghue Forlines LLC | 25,316 | $1.10M | 0.19% | +1,375+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,602 | $1.07M | 0.00% | +7,057+40.2% | Added |
| Callahan Advisors, LLC | 23,843 | $1.04M | 0.12% | −1,447−5.7% | Reduced |
| Allstate Corp | 23,624 | $1.03M | 0.02% | −6,421−21.4% | Reduced |
| Hollow Brook Wealth Management LLC | 22,830 | $996.0K | 0.51% | +393+1.8% | Added |
| Tocqueville Asset Management L.P. | 22,350 | $975.0K | 0.01% | −500−2.2% | Reduced |
| First Dallas Securities Inc. | 22,315 | $974.0K | 0.64% | −1,450−6.1% | Reduced |
| Gilman Hill Asset Management, LLC | 22,310 | $973.0K | 0.22% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 21,861 | $954.0K | 0.03% | +12,070+123.3% | Added |
| Handelsbanken Fonder AB | 21,700 | $947.0K | 0.00% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 21,591 | $942.0K | 0.08% | −1,669−7.2% | Reduced |
| RBF Capital, LLC | 20,000 | $873.0K | 0.05% | −10,000−33.3% | Reduced |
| TD Private Client Wealth LLC | 19,872 | $867.0K | 0.04% | +985+5.2% | Added |
| Colony Group LLC | 19,613 | $856.0K | 0.02% | −13−0.1% | Reduced |
| MUFG Securities EMEA plc | 19,600 | $855.0K | 0.02% | −80,400−80.4% | Reduced |
| Amalgamated Bank | 19,471 | $850.0K | 0.01% | −5,805−23.0% | Reduced |
| 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 |
| Empire Life Investments Inc. | 17,721 | $773.0K | 0.05% | +1,299+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,415 | $716.0K | 0.00% | −392−2.3% | Reduced |
| Autumn Glory Partners, LLC | 16,071 | $701.0K | 0.29% | +16,071 | New |
| Globeflex Capital L P | 15,882 | $693.0K | 0.14% | +15,882 | New |
| Baldwin Investment Management, LLC | 15,325 | $669.0K | 0.18% | −5,650−26.9% | Reduced |
| State of Alaska, Department of Revenue | 15,092 | $658.0K | 0.01% | −18−0.1% | Reduced |
| Investor AB | 12,850 | $589.0K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 13,435 | $586.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,303 | $580.0K | 0.00% | −13,743−50.8% | Reduced |
| 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 |
| Advisors Asset Management, Inc. | 13,007 | $567.5K | 0.01% | +888+7.3% | Added |
| Shulman DeMeo Asset Management LLC | 12,598 | $550.0K | 0.14% | +12,598 | New |
| Advisor Group Holdings, Inc. | 12,488 | $545.0K | 0.00% | −1,303−9.4% | Reduced |
| State of Wisconsin Investment Board | 12,164 | $531.0K | 0.00% | −372−3.0% | Reduced |
| Victory Capital Management Inc | 11,871 | $518.0K | 0.00% | −3,210−21.3% | Reduced |
| Peapack Gladstone Financial Corp | 11,501 | $502.0K | 0.01% | +1,800+18.6% | Added |
| Credit Suisse AG | 11,400 | $497.0K | 0.00% | +3,509+44.5% | Added |
| Los Angeles Capital Management LLC | 10,832 | $473.0K | 0.00% | +580+5.7% | Added |
| O'Rourke & Company, Inc | 10,088 | $440.0K | 0.29% | +10,088 | New |
| Guggenheim Capital LLC | 10,003 | $436.0K | 0.00% | −366−3.5% | Reduced |
| Cullen Capital Management LLC | 9,753 | $426.0K | 0.00% | +83+0.9% | Added |
| ProShare Advisors LLC | 9,723 | $424.0K | 0.00% | −19−0.2% | Reduced |
| IndexIQ Advisors LLC | 9,706 | $423.0K | 0.01% | −627−6.1% | Reduced |
| HSBC Holdings PLC | 9,376 | $415.0K | 0.00% | +9,376 | New |
| Quantinno Capital Management LP | 9,248 | $403.0K | 0.07% | +9,248 | New |
| Inspire Advisors, LLC | 8,764 | $382.0K | 0.11% | +8,764 | 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 |
| Jacobs Levy Equity Management, Inc | 8,289 | $362.0K | 0.00% | +8,289 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $359.0K | 0.10% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,100 | $353.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,002 | $349.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,944 | $347.0K | 0.00% | +158+2.0% | Added |
| Parametric Portfolio Associates LLC | 7,414 | $323.0K | 0.00% | −240−3.1% | Reduced |
| Investors Research Corp | 7,350 | $321.0K | 0.10% | 00.0% | Unchanged |
| Lincoln National Corp | 7,284 | $318.0K | 0.01% | −1,890−20.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,277 | $317.0K | 0.01% | +7,189+8,169.3% | Added |
| Neuberger Berman Group LLC | 7,187 | $314.0K | 0.00% | +7,187 | New |
| Morse Asset Management, Inc | 7,000 | $305.0K | 0.07% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 6,975 | $304.0K | 0.07% | +6,975 | New |
| Compton Capital Management Inc | 6,710 | $293.0K | 0.08% | +6,710 | New |
| Trexquant Investment LP | 5,983 | $261.0K | 0.02% | +5,983 | New |
| Spears Abacus Advisors LLC | 5,806 | $253.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,742 | $251.0K | 0.07% | +5,742 | New |
| Whitener Capital Management, Inc. | 5,500 | $239.0K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,815 | $234.0K | 0.00% | +76+1.6% | Added |
| Utah Retirement Systems | 5,300 | $231.0K | 0.00% | +100+1.9% | Added |
| 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 |
| Gsa Capital Partners LLP | 5,120 | $223.0K | 0.03% | +5,120 | New |
| Valley National Advisers Inc | 4,956 | $216.0K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,916 | $214.0K | 0.00% | +274+5.9% | Added |
| PEAK6 Investments LLC | 4,384 | $191.0K | 0.01% | +3,387+339.7% | Added |
| Koshinski Asset Management, Inc. | 4,220 | $184.1K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,968 | $172.0K | 0.00% | −6,803−63.2% | Reduced |
| Altshuler Shaham Ltd | 3,433 | $150.0K | 0.00% | +690+25.2% | Added |
| Belpointe Asset Management LLC | 3,152 | $137.0K | 0.01% | −6,993−68.9% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $129.0K | 0.05% | 00.0% | Unchanged |
| Eaton Vance Management | 2,531 | $110.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,487 | $109.0K | 0.05% | +2,487 | New |
| US Bancorp | 2,296 | $100.0K | 0.00% | −41−1.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,098 | $92.0K | 0.02% | −500−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,078 | $90.0K | 0.00% | +103+5.2% | Added |