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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 37,700 | $1.30M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 36,843 | $1.27M | 0.01% | +578+1.6% | Added |
| Envestnet Asset Management Inc | 36,569 | $1.26M | 0.00% | −1,405−3.7% | Reduced |
| Barclays PLC | 35,274 | $1.22M | 0.00% | −7,576−17.7% | Reduced |
| Raymond James & Associates | 34,636 | $1.20M | 0.00% | −3,115−8.3% | Reduced |
| American Century Companies Inc | 33,261 | $1.15M | 0.00% | +2,144+6.9% | Added |
| LPL Financial LLC | 32,666 | $1.13M | 0.00% | −1,977−5.7% | Reduced |
| Illinois Municipal Retirement Fund | 32,539 | $1.12M | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 31,074 | $1.07M | 0.23% | +5,758+22.7% | Added |
| SEI Investments Co | 30,552 | $1.05M | 0.00% | +1,948+6.8% | Added |
| Ameriprise Financial Inc | 30,006 | $1.03M | 0.00% | −36,434−54.8% | Reduced |
| First National Trust Co | 28,684 | $990.0K | 0.05% | +15,249+113.5% | Added |
| Endurance Wealth Management, Inc. | 28,285 | $976.0K | 0.13% | +28,285 | New |
| Abbot Financial Management, Inc. | 27,227 | $939.0K | 0.46% | −2,952−9.8% | Reduced |
| Roosevelt Investment Group LLC | 27,016 | $932.0K | 0.06% | −2,275−7.8% | Reduced |
| Oppenheimer & Co Inc | 26,980 | $931.0K | 0.02% | −663−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 25,610 | $884.0K | 0.20% | +3,300+14.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,240 | $871.0K | 0.00% | +638+2.6% | Added |
| Callahan Advisors, LLC | 24,004 | $828.0K | 0.09% | +161+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 23,107 | $797.0K | 0.23% | +4,828+26.4% | Added |
| Colony Group LLC | 22,088 | $762.0K | 0.01% | +2,475+12.6% | Added |
| Autumn Glory Partners, LLC | 21,071 | $727.0K | 0.42% | +5,000+31.1% | Added |
| TD Private Client Wealth LLC | 20,949 | $722.7K | 0.03% | +1,077+5.4% | Added |
| RBF Capital, LLC | 20,000 | $718.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,436 | $705.0K | 0.01% | +13,159+180.8% | Added |
| Panagora Asset Management Inc | 20,057 | $692.0K | 0.00% | +11,357+130.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,371 | $668.0K | 0.00% | +19,371 | 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 |
| Prudential PLC | 18,736 | $646.0K | 0.01% | +18,736 | New |
| Tocqueville Asset Management L.P. | 18,350 | $633.0K | 0.01% | −4,000−17.9% | Reduced |
| Empire Life Investments Inc. | 17,721 | $611.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,553 | $606.0K | 0.00% | +1,138+6.9% | Added |
| Handelsbanken Fonder AB | 15,800 | $545.0K | 0.00% | −5,900−27.2% | Reduced |
| State of Alaska, Department of Revenue | 15,472 | $533.0K | 0.01% | +380+2.5% | Added |
| Trexquant Investment LP | 14,866 | $513.0K | 0.02% | +8,883+148.5% | Added |
| Capital Fund Management S.A. | 14,321 | $494.1K | 0.01% | +14,321 | New |
| Shulman DeMeo Asset Management LLC | 13,727 | $474.0K | 0.13% | +1,129+9.0% | Added |
| Investor AB | 12,850 | $443.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,816 | $442.0K | 0.01% | +12,816 | New |
| Toroso Investments, LLC | 12,716 | $439.0K | 0.01% | +12,716 | New |
| Telemus Capital, LLC | 12,575 | $434.0K | 0.04% | −595−4.5% | Reduced |
| Peapack Gladstone Financial Corp | 11,501 | $397.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,948 | $392.0K | 0.00% | +77+0.6% | Added |
| SG Americas Securities, LLC | 11,267 | $389.0K | 0.00% | −102,639−90.1% | Reduced |
| Stephens Inc | 10,957 | $378.0K | 0.01% | −15,418−58.5% | Reduced |
| Los Angeles Capital Management LLC | 10,832 | $374.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,776 | $371.0K | 0.01% | +5,620+109.0% | Added |
| Heron Bay Capital Management | 10,335 | $357.0K | 0.18% | +10,335 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,309 | $356.0K | 0.13% | −20,860−66.9% | Reduced |
| Gamco Investors, Inc. Et Al | 10,200 | $352.0K | 0.00% | +10,200 | New |
| O'Rourke & Company, Inc | 10,063 | $347.0K | 0.24% | −25−0.2% | 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 |
| Guggenheim Capital LLC | 9,956 | $343.0K | 0.00% | −47−0.5% | Reduced |
| Cullen Capital Management LLC | 9,753 | $336.0K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,704 | $335.0K | 0.13% | +3,962+69.0% | Added |
| ProShare Advisors LLC | 9,616 | $332.0K | 0.00% | −107−1.1% | Reduced |
| CIBC World Markets Inc. | 9,297 | $321.0K | 0.00% | −8,982−49.1% | Reduced |
| Blueshift Asset Management, LLC | 9,063 | $313.0K | 0.03% | +9,063 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $305.0K | 0.07% | +600+7.3% | Added |
| New York State Teachers Retirement System | 8,800 | $304.0K | 0.00% | +100+1.1% | Added |
| Rothschild Investment Corp | 8,600 | $297.0K | 0.02% | +500+6.2% | Added |
| XTX Topco Ltd | 8,301 | $286.0K | 0.13% | +8,301 | New |
| Maryland State Retirement & Pension System | 8,002 | $276.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7,682 | $265.0K | 0.14% | +7,602+9,502.5% | Added |
| National Bank of Canada | 7,610 | $262.0K | 0.00% | −45,745−85.7% | Reduced |
| Lincoln National Corp | 7,570 | $261.0K | 0.01% | +286+3.9% | Added |
| Investors Research Corp | 7,350 | $254.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,319 | $253.0K | 0.02% | +7,319 | New |
| Dark Forest Capital Management LP | 7,280 | $251.0K | 0.06% | +7,172+6,640.7% | Added |
| Parametric Portfolio Associates LLC | 7,126 | $246.0K | 0.00% | −288−3.9% | Reduced |
| Old Mission Capital LLC | 6,746 | $233.0K | 0.01% | +6,746 | New |
| Compton Capital Management Inc | 6,710 | $231.0K | 0.06% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 6,600 | $228.0K | 0.05% | −28,000−80.9% | Reduced |
| Meristem Family Wealth, LLC | 6,591 | $227.0K | 0.02% | −15,000−69.5% | Reduced |
| Corton Capital Inc. | 6,312 | $218.0K | 0.09% | +6,312 | New |
| Jeppson Wealth Management, LLC | 6,225 | $214.0K | 0.10% | +6,225 | New |
| Jump Financial, LLC | 5,973 | $206.0K | 0.01% | +5,973 | New |
| Pinnacle Associates Ltd | 5,941 | $205.0K | 0.00% | +5,941 | New |
| EMC Capital Management | 4,508 | $148.0K | 0.11% | +4,508 | New |
| Northwestern Mutual Wealth Management Co | 4,141 | $142.0K | 0.00% | +2,063+99.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,900 | $135.0K | 0.00% | +3,900 | New |
| Altshuler Shaham Ltd | 3,883 | $134.0K | 0.00% | +450+13.1% | Added |
| Belpointe Asset Management LLC | 3,207 | $110.0K | 0.01% | +55+1.7% | Added |
| AlphaMark Advisors, LLC | 2,950 | $102.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,068 | $84.2K | 0.00% | +925+80.9% | Added |
| American Portfolios Advisors | 2,205 | $76.1K | 0.00% | +1,106+100.6% | Added |
| First Manhattan Co | 2,205 | $75.0K | 0.00% | +1,605+267.5% | Added |
| FinTrust Capital Advisors, LLC | 2,098 | $72.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 1,999 | $69.0K | 0.00% | +1,999 | New |
| The PNC Financial Services Group, Inc. | 1,839 | $63.0K | 0.00% | +720+64.3% | Added |
| Group One Trading, L.P. | 1,811 | $62.0K | 0.00% | +1,811 | New |
| State of Wyoming | 1,652 | $57.0K | 0.03% | −835−33.6% | Reduced |
| Geneos Wealth Management Inc. | 1,592 | $54.0K | 0.00% | +9+0.6% | Added |
| US Bancorp | 1,512 | $52.0K | 0.00% | −784−34.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $49.0K | 0.00% | +1,420 | New |
| 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 |
| IFP Advisors, Inc | 617 | $33.0K | 0.00% | +523+556.4% | Added |