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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 17,553 | $606.0K | 0.00% | +1,138+6.9% | Added |
| Empire Life Investments Inc. | 17,721 | $611.0K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 18,350 | $633.0K | 0.01% | −4,000−17.9% | Reduced |
| Prudential PLC | 18,736 | $646.0K | 0.01% | +18,736 | New |
| Amalgamated Bank | 18,983 | $655.0K | 0.01% | −488−2.5% | Reduced |
| Amalgamated Financial Corp. | 18,983 | $655.0K | 0.01% | +18,983 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 19,371 | $668.0K | 0.00% | +19,371 | New |
| Panagora Asset Management Inc | 20,057 | $692.0K | 0.00% | +11,357+130.5% | Added |
| Tower Research Capital LLC (TRC) | 20,436 | $705.0K | 0.01% | +13,159+180.8% | Added |
| RBF Capital, LLC | 20,000 | $718.0K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20,949 | $722.7K | 0.03% | +1,077+5.4% | Added |
| Autumn Glory Partners, LLC | 21,071 | $727.0K | 0.42% | +5,000+31.1% | Added |
| Colony Group LLC | 22,088 | $762.0K | 0.01% | +2,475+12.6% | Added |
| Jackson Hole Capital Partners, LLC | 23,107 | $797.0K | 0.23% | +4,828+26.4% | Added |
| Callahan Advisors, LLC | 24,004 | $828.0K | 0.09% | +161+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,240 | $871.0K | 0.00% | +638+2.6% | Added |
| Gilman Hill Asset Management, LLC | 25,610 | $884.0K | 0.20% | +3,300+14.8% | Added |
| Oppenheimer & Co Inc | 26,980 | $931.0K | 0.02% | −663−2.4% | Reduced |
| Roosevelt Investment Group LLC | 27,016 | $932.0K | 0.06% | −2,275−7.8% | Reduced |
| Abbot Financial Management, Inc. | 27,227 | $939.0K | 0.46% | −2,952−9.8% | Reduced |
| Endurance Wealth Management, Inc. | 28,285 | $976.0K | 0.13% | +28,285 | New |
| First National Trust Co | 28,684 | $990.0K | 0.05% | +15,249+113.5% | Added |
| Ameriprise Financial Inc | 30,006 | $1.03M | 0.00% | −36,434−54.8% | Reduced |
| SEI Investments Co | 30,552 | $1.05M | 0.00% | +1,948+6.8% | Added |
| Donoghue Forlines LLC | 31,074 | $1.07M | 0.23% | +5,758+22.7% | Added |
| Illinois Municipal Retirement Fund | 32,539 | $1.12M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 32,666 | $1.13M | 0.00% | −1,977−5.7% | Reduced |
| American Century Companies Inc | 33,261 | $1.15M | 0.00% | +2,144+6.9% | Added |
| Raymond James & Associates | 34,636 | $1.20M | 0.00% | −3,115−8.3% | Reduced |
| Barclays PLC | 35,274 | $1.22M | 0.00% | −7,576−17.7% | Reduced |
| Envestnet Asset Management Inc | 36,569 | $1.26M | 0.00% | −1,405−3.7% | Reduced |
| Treasurer of the State of North Carolina | 36,843 | $1.27M | 0.01% | +578+1.6% | Added |
| Macquarie Group Ltd | 37,700 | $1.30M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 37,750 | $1.30M | 0.00% | −109,646−74.4% | Reduced |
| North Star Investment Management Corp. | 38,284 | $1.32M | 0.10% | +1,000+2.7% | Added |
| Caption Management, LLC | 39,085 | $1.35M | 0.09% | +39,085 | New |
| Janney Montgomery Scott LLC | 39,137 | $1.35M | 0.01% | +5,841+17.5% | Added |
| California State Teachers Retirement System | 44,061 | $1.52M | 0.00% | −11,538−20.8% | Reduced |
| HighTower Advisors, LLC | 46,488 | $1.60M | 0.00% | −37,931−44.9% | Reduced |
| Two Sigma Investments, LP | 46,823 | $1.61M | 0.00% | +46,823 | New |
| Eaton Vance Management | 46,901 | $1.62M | 0.00% | +44,370+1,753.1% | Added |
| O'Shares Investment Advisers, LLC | 47,260 | $1.63M | 0.13% | +2,540+5.7% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.68M | 0.77% | 00.0% | Unchanged |
| Jane Street Group, LLC | 49,807 | $1.72M | 0.00% | +36,504+274.4% | Added |
| Rafferty Asset Management, LLC | 50,333 | $1.74M | 0.01% | −2,434−4.6% | Reduced |
| Duality Advisers, LP | 51,289 | $1.77M | 0.19% | +51,289 | New |
| Public Employees Retirement System of Ohio | 51,977 | $1.79M | 0.01% | −4,011−7.2% | Reduced |
| Alaska Permanent Fund Corp | 53,400 | $1.84M | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 55,119 | $1.90M | 0.37% | +1,655+3.1% | Added |
| PEAK6 Investments LLC | 55,383 | $1.91M | 0.06% | +50,999+1,163.3% | Added |
| Moody Aldrich Partners LLC | 56,268 | $1.94M | 0.27% | +15,893+39.4% | Added |
| Legal & General Group Plc | 58,747 | $2.03M | 0.00% | +8,649+17.3% | Added |
| Rockefeller Capital Management L.P. | 61,882 | $2.13M | 0.01% | +33,561+118.5% | Added |
| Commonwealth Equity Services, LLC | 62,320 | $2.15M | 0.00% | +33,973+119.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,367 | $2.19M | 0.01% | +6,000+10.5% | Added |
| Citigroup Inc | 64,103 | $2.21M | 0.00% | −50,966−44.3% | Reduced |
| Vestcor Inc | 64,616 | $2.23M | 0.08% | +64,616 | New |
| PDT Partners, LLC | 65,447 | $2.26M | 0.19% | +65,447 | New |
| M&T Bank Corp | 67,405 | $2.33M | 0.01% | +9,661+16.7% | Added |
| Wells Fargo & Company | 69,077 | $2.38M | 0.00% | −95,663−58.1% | Reduced |
| Lesa Sroufe & Co | 55,773 | $2.43M | 2.44% | +290+0.5% | Added |
| Verition Fund Management LLC | 70,935 | $2.45M | 0.05% | +70,935 | New |
| Susquehanna Fundamental Investments, LLC | 78,094 | $2.69M | 0.05% | +56,233+257.2% | Added |
| Susquehanna International Group, LLP | 78,775 | $2.72M | 0.00% | +48,019+156.1% | Added |
| Deutsche Bank AG | 79,789 | $2.75M | 0.00% | −279,501−77.8% | Reduced |
| Rhumbline Advisers | 80,570 | $2.78M | 0.00% | −11,164−12.2% | Reduced |
| Crawford Investment Counsel Inc | 91,049 | $3.14M | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 91,930 | $3.17M | 0.01% | +27,803+43.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 92,541 | $3.19M | 0.01% | −99,939−51.9% | Reduced |
| Globeflex Capital L P | 93,275 | $3.22M | 0.65% | +77,393+487.3% | Added |
| Franklin Resources Inc | 97,556 | $3.37M | 0.00% | −17,724−15.4% | Reduced |
| HRT Financial LP | 99,635 | $3.44M | 0.02% | +86,454+655.9% | Added |
| Bank of America Corp | 105,599 | $3.64M | 0.00% | +41,019+63.5% | Added |
| TD Asset Management Inc | 105,738 | $3.65M | 0.00% | +8,361+8.6% | Added |
| New York State Common Retirement Fund | 108,304 | $3.74M | 0.00% | −4,950−4.4% | Reduced |
| STRS Ohio | 110,000 | $3.79M | 0.01% | +38,000+52.8% | Added |
| Redwood Grove Capital, LLC | 118,466 | $4.17M | 2.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 128,000 | $4.42M | 0.01% | +44,464+53.2% | Added |
| UBS Group AG | 128,564 | $4.43M | 0.00% | −141,798−52.4% | Reduced |
| State Board of Administration of Florida Retirement System | 132,719 | $4.58M | 0.01% | −180−0.1% | Reduced |
| Amundi | 137,718 | $4.64M | 0.00% | −29,609−17.7% | Reduced |
| Foundry Partners, LLC | 135,625 | $4.68M | 0.24% | −195,485−59.0% | Reduced |
| Miller Value Partners, LLC | 137,200 | $4.73M | 0.18% | +15,000+12.3% | Added |
| NewEdge Wealth, LLC | 138,002 | $4.76M | 0.21% | +53,411+63.1% | Added |
| Osborne Partners Capital Management, LLC | 139,166 | $4.80M | 0.35% | +10,829+8.4% | Added |
| JPMorgan Chase & Co | 142,769 | $4.93M | 0.00% | −2,649,447−94.9% | Reduced |
| Royal Bank of Canada | 149,460 | $5.16M | 0.00% | +40,933+37.7% | Added |
| Northern Oak Wealth Management Inc | 154,293 | $5.32M | 0.65% | +440.0% | Added |
| Citadel Advisors LLC | 156,927 | $5.41M | 0.01% | +71,041+82.7% | Added |
| Swedbank AB | 160,800 | $5.55M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 176,200 | $6.08M | 0.02% | +49,700+39.3% | Added |
| Basswood Capital Management, L.L.C. | 180,311 | $6.22M | 0.30% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 183,362 | $6.33M | 0.00% | +20,554+12.6% | Added |
| California Public Employees Retirement System | 193,284 | $6.67M | 0.01% | −21,402−10.0% | Reduced |
| Van Cleef Asset Management,Inc | 197,409 | $6.81M | 0.98% | +356+0.2% | Added |
| Alliancebernstein L.P. | 207,570 | $7.16M | 0.00% | +148,638+252.2% | Added |
| Russell Investments Group, Ltd. | 233,614 | $8.06M | 0.01% | +180,749+341.9% | Added |
| Qube Research & Technologies Ltd | 248,876 | $8.59M | 0.08% | +24,108+10.7% | Added |
| Bank of New York Mellon Corp | 272,149 | $9.39M | 0.00% | −2,027−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 277,717 | $9.58M | 0.07% | +11,776+4.4% | Added |