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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 1,994 | $87.0K | 0.00% | +5+0.3% | Added |
| Neo Ivy Capital Management | 1,970 | $86.0K | 0.12% | +1,970 | New |
| Steward Partners Investment Advisory, LLC | 1,626 | $71.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,583 | $69.0K | 0.00% | +206+15.0% | Added |
| Eagle Bay Advisors LLC | 1,429 | $62.0K | 0.04% | −1,429−50.0% | Reduced |
| Bessemer Group Inc | 1,270 | $55.0K | 0.00% | +1,270 | New |
| TD Waterhouse Canada Inc. | 1,143 | $54.8K | 0.00% | +1,143 | New |
| The PNC Financial Services Group, Inc. | 1,119 | $50.0K | 0.00% | +315+39.2% | Added |
| American Portfolios Advisors | 1,099 | $48.0K | 0.00% | −120−9.8% | Reduced |
| American International Group, Inc. | 1,074 | $47.0K | 0.00% | −40−3.6% | Reduced |
| Huntington National Bank | 881 | $38.0K | 0.00% | +881 | New |
| Cambridge Trust Co | 800 | $35.0K | 0.00% | +800 | New |
| CoreCap Advisors, LLC | 665 | $29.0K | 0.00% | +665 | New |
| Whittier Trust Co | 642 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $26.0K | 0.00% | +600 | New |
| City State Bank | 555 | $24.0K | 0.01% | +555 | New |
| Proequities, Inc. | 525 | $23.0K | 0.00% | 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 |
| Hudock, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 429 | $19.0K | 0.00% | +109+34.1% | Added |
| Harbour Investments, Inc. | 394 | $17.0K | 0.00% | −440−52.8% | Reduced |
| 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 |
| Johnson Midwest Financial, LLC | 350 | $15.0K | 0.01% | +3+0.9% | Added |
| 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 |
| Global Retirement Partners, LLC | 240 | $10.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 219 | $10.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 134 | $6.00K | 0.00% | +134 | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 88 | $3.84K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| 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 |