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, Q1 2022
Institutional positions in Lazard, Inc. as of Mar 31, 2022. 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
- 234
- −14 vs. Q4 2021
- Shares held
- 76.8M
- −1.91M (−2.4%) vs. Q4 2021
- Total value
- $2.65B
- −$785.0M (−22.8%) vs. Q4 2021
- New holders
- 36
- 90 more added
- Sold out
- 50
- 68 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 12 | $0 | 0.00% | −3,956−99.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | +2+33.3% | Added |
| Federation des caisses Desjardins du Quebec | 24 | $828 | 0.00% | −64−72.7% | Reduced |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 65 | $2.00K | 0.00% | +65 | New |
| Washington Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 96 | $3.00K | 0.00% | +96 | New |
| Denali Advisors LLC | 74 | $3.00K | 0.00% | +74 | New |
| CWM, LLC | 134 | $5.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 200 | $7.00K | 0.00% | −229−53.4% | Reduced |
| Signaturefd, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $7.00K | 0.00% | +200 | New |
| Heritage Wealth Advisors | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 303 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 305 | $11.0K | 0.01% | −250−45.0% | Reduced |
| Central Trust Co | – | $15.0K | 0.00% | – | – |
| Oakworth Capital, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 564 | $19.0K | 0.00% | −78−12.1% | Reduced |
| CIBC Private Wealth Group, LLC | 600 | $21.0K | 0.00% | +600 | New |
| Huntington National Bank | 881 | $30.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 617 | $33.0K | 0.00% | +523+556.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,051 | $36.0K | 0.00% | −575−35.4% | Reduced |
| American International Group, Inc. | 1,046 | $36.0K | 0.00% | −28−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $49.0K | 0.00% | +1,420 | New |
| US Bancorp | 1,512 | $52.0K | 0.00% | −784−34.1% | Reduced |
| Geneos Wealth Management Inc. | 1,592 | $54.0K | 0.00% | +9+0.6% | Added |
| State of Wyoming | 1,652 | $57.0K | 0.03% | −835−33.6% | Reduced |
| Group One Trading, L.P. | 1,811 | $62.0K | 0.00% | +1,811 | New |
| The PNC Financial Services Group, Inc. | 1,839 | $63.0K | 0.00% | +720+64.3% | Added |
| MetLife Investment Management | 1,999 | $69.0K | 0.00% | +1,999 | New |
| FinTrust Capital Advisors, LLC | 2,098 | $72.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 2,205 | $75.0K | 0.00% | +1,605+267.5% | Added |
| American Portfolios Advisors | 2,205 | $76.1K | 0.00% | +1,106+100.6% | Added |
| TD Waterhouse Canada Inc. | 2,068 | $84.2K | 0.00% | +925+80.9% | Added |
| AlphaMark Advisors, LLC | 2,950 | $102.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,207 | $110.0K | 0.01% | +55+1.7% | Added |
| Altshuler Shaham Ltd | 3,883 | $134.0K | 0.00% | +450+13.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,900 | $135.0K | 0.00% | +3,900 | New |
| Northwestern Mutual Wealth Management Co | 4,141 | $142.0K | 0.00% | +2,063+99.3% | Added |
| EMC Capital Management | 4,508 | $148.0K | 0.11% | +4,508 | New |
| Pinnacle Associates Ltd | 5,941 | $205.0K | 0.00% | +5,941 | New |
| Jump Financial, LLC | 5,973 | $206.0K | 0.01% | +5,973 | New |
| Jeppson Wealth Management, LLC | 6,225 | $214.0K | 0.10% | +6,225 | New |
| Corton Capital Inc. | 6,312 | $218.0K | 0.09% | +6,312 | New |
| Meristem Family Wealth, LLC | 6,591 | $227.0K | 0.02% | −15,000−69.5% | Reduced |
| Cumberland Advisors Inc | 6,600 | $228.0K | 0.05% | −28,000−80.9% | Reduced |
| Compton Capital Management Inc | 6,710 | $231.0K | 0.06% | 00.0% | Unchanged |
| Old Mission Capital LLC | 6,746 | $233.0K | 0.01% | +6,746 | New |
| Parametric Portfolio Associates LLC | 7,126 | $246.0K | 0.00% | −288−3.9% | Reduced |
| Dark Forest Capital Management LP | 7,280 | $251.0K | 0.06% | +7,172+6,640.7% | Added |
| Virtu Financial LLC | 7,319 | $253.0K | 0.02% | +7,319 | New |
| Investors Research Corp | 7,350 | $254.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 7,570 | $261.0K | 0.01% | +286+3.9% | Added |
| National Bank of Canada | 7,610 | $262.0K | 0.00% | −45,745−85.7% | Reduced |
| PFG Private Wealth Management, LLC | 7,682 | $265.0K | 0.14% | +7,602+9,502.5% | Added |
| Maryland State Retirement & Pension System | 8,002 | $276.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,301 | $286.0K | 0.13% | +8,301 | New |
| Rothschild Investment Corp | 8,600 | $297.0K | 0.02% | +500+6.2% | Added |
| New York State Teachers Retirement System | 8,800 | $304.0K | 0.00% | +100+1.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $305.0K | 0.07% | +600+7.3% | Added |
| Blueshift Asset Management, LLC | 9,063 | $313.0K | 0.03% | +9,063 | New |
| CIBC World Markets Inc. | 9,297 | $321.0K | 0.00% | −8,982−49.1% | Reduced |
| ProShare Advisors LLC | 9,616 | $332.0K | 0.00% | −107−1.1% | Reduced |
| Teza Capital Management LLC | 9,704 | $335.0K | 0.13% | +3,962+69.0% | Added |
| Cullen Capital Management LLC | 9,753 | $336.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,956 | $343.0K | 0.00% | −47−0.5% | Reduced |
| Stifel Financial Corp | 9,985 | $345.0K | 0.00% | −19,325−65.9% | Reduced |
| Sweet Financial Partners, LLC | 10,000 | $345.0K | 0.09% | +10,000 | New |
| O'Rourke & Company, Inc | 10,063 | $347.0K | 0.24% | −25−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,200 | $352.0K | 0.00% | +10,200 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,309 | $356.0K | 0.13% | −20,860−66.9% | Reduced |
| Heron Bay Capital Management | 10,335 | $357.0K | 0.18% | +10,335 | New |
| Snowden Capital Advisors LLC | 10,776 | $371.0K | 0.01% | +5,620+109.0% | Added |
| Los Angeles Capital Management LLC | 10,832 | $374.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,957 | $378.0K | 0.01% | −15,418−58.5% | Reduced |
| SG Americas Securities, LLC | 11,267 | $389.0K | 0.00% | −102,639−90.1% | Reduced |
| Victory Capital Management Inc | 11,948 | $392.0K | 0.00% | +77+0.6% | Added |
| Peapack Gladstone Financial Corp | 11,501 | $397.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 12,575 | $434.0K | 0.04% | −595−4.5% | Reduced |
| Toroso Investments, LLC | 12,716 | $439.0K | 0.01% | +12,716 | New |
| Walleye Capital LLC | 12,816 | $442.0K | 0.01% | +12,816 | New |
| Investor AB | 12,850 | $443.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 13,727 | $474.0K | 0.13% | +1,129+9.0% | Added |
| Capital Fund Management S.A. | 14,321 | $494.1K | 0.01% | +14,321 | New |
| Trexquant Investment LP | 14,866 | $513.0K | 0.02% | +8,883+148.5% | Added |
| State of Alaska, Department of Revenue | 15,472 | $533.0K | 0.01% | +380+2.5% | Added |
| Handelsbanken Fonder AB | 15,800 | $545.0K | 0.00% | −5,900−27.2% | Reduced |