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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 276,567 | $9.71M | 0.00% | −3,145−1.1% | Reduced |
| Algebris (UK) Ltd | 285,104 | $9.84M | 4.75% | +232,495+441.9% | Added |
| Principal Financial Group Inc | 310,813 | $10.7M | 0.01% | +114,937+58.7% | Added |
| Squarepoint Ops LLC | 313,839 | $10.8M | 0.08% | +189,425+152.3% | Added |
| Teachers Retirement System of the State of Kentucky | 317,630 | $11.0M | 0.11% | 00.0% | Unchanged |
| Invesco Ltd. | 349,937 | $12.1M | 0.00% | −359,063−50.6% | Reduced |
| Goldman Sachs Group Inc | 354,782 | $12.2M | 0.00% | +111,588+45.9% | Added |
| Third Avenue Management LLC | 370,581 | $12.8M | 1.74% | +1,723+0.5% | Added |
| Northern Trust Corp | 397,874 | $13.7M | 0.00% | −5,076−1.3% | Reduced |
| Ceredex Value Advisors LLC | 419,368 | $14.5M | 0.17% | −90,800−17.8% | Reduced |
| Federated Hermes, Inc. | 455,721 | $15.7M | 0.04% | −13,358−2.8% | Reduced |
| Hosking Partners LLP | 484,372 | $16.7M | 0.43% | −10,462−2.1% | Reduced |
| First Trust Advisors LP | 489,636 | $16.9M | 0.02% | +117,096+31.4% | Added |
| Todd Asset Management LLC | 493,599 | $17.0M | 0.37% | −990.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 591,774 | $20.4M | 0.14% | +583,485+7,039.3% | Added |
| Royce & Associates LP | 670,159 | $23.1M | 0.20% | −149,300−18.2% | Reduced |
| Jennison Associates LLC | 865,510 | $29.9M | 0.02% | −314,991−26.7% | Reduced |
| Norges Bank | 1,067,272 | $36.8M | 0.01% | −316,934−22.9% | Reduced |
| Geode Capital Management, LLC | 1,459,883 | $50.4M | 0.01% | −124,710−7.9% | Reduced |
| Dimensional Fund Advisors LP | 1,485,494 | $51.3M | 0.02% | −30,068−2.0% | Reduced |
| LSV Asset Management | 1,514,950 | $52.3M | 0.10% | +272,582+21.9% | Added |
| Morgan Stanley | 1,573,818 | $54.3M | 0.01% | −262,154−14.3% | Reduced |
| State Street Corp | 1,847,754 | $63.7M | 0.00% | +307,614+20.0% | Added |
| RWC Asset Management LLP | 1,986,223 | $68.5M | 1.90% | −148,763−7.0% | Reduced |
| Fisher Asset Management, LLC | 2,007,185 | $69.2M | 0.04% | +429,669+27.2% | Added |
| Charles Schwab Investment Management Inc | 2,247,090 | $77.5M | 0.02% | +150,723+7.2% | Added |
| Epoch Investment Partners, Inc. | 2,987,140 | $103.1M | 0.50% | +234,399+8.5% | Added |
| Price T Rowe Associates Inc | 3,288,176 | $113.4M | 0.01% | −90,740−2.7% | Reduced |
| BlackRock Inc. | 4,606,153 | $158.9M | 0.00% | +206,787+4.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,285,803 | $182.4M | 3.22% | −494,069−8.5% | Reduced |
| Ariel Investments, LLC | 8,560,437 | $295.3M | 2.62% | +439,866+5.4% | Added |
| Vanguard Group Inc | 9,806,160 | $338.3M | 0.01% | +75,453+0.8% | Added |
| FMR LLC | 11,265,333 | $388.7M | 0.03% | +94,213+0.8% | Added |
| Advisor Group Holdings, Inc. | 14,176 | – | – | +1,688+13.5% | Added |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −166,612−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −153,693−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −74,988−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −73,165−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −47,637−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −47,109−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −43,301−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −33,464−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −30,275−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −23,624−100.0% | Sold out |
| Hollow Brook Wealth Management LLC | 0 | $0 | 0.00% | −22,830−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −22,315−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −13,176−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,164−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −9,706−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −9,248−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,764−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −7,187−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −6,975−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −5,806−100.0% | Sold out |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,135−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,916−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,429−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| MRJ Capital Inc | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |