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, Q2 2022
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 215
- −12 vs. Q1 2022
- Shares held
- 75.2M
- −1.12M (−1.5%) vs. Q1 2022
- Total value
- $2.44B
- −$195.4M (−7.4%) vs. Q1 2022
- New holders
- 26
- 57 more added
- Sold out
- 38
- 81 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $0 | 0.00% | +1+3.7% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $0 | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 66 | $2.00K | 0.00% | +1+1.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Loomis Sayles & Co L P | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 134 | $4.00K | 0.00% | +60+81.1% | Added |
| Signaturefd, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $6.00K | 0.00% | +200 | New |
| Credit Suisse AG | 222 | $7.00K | 0.00% | +222 | New |
| Tower Research Capital LLC (TRC) | 293 | $9.00K | 0.00% | −20,143−98.6% | Reduced |
| City State Bank | 305 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Venture Visionary Partners LLC | 317 | $10.3K | 0.00% | +317 | New |
| Harbour Investments, Inc. | 357 | $12.0K | 0.00% | +357 | New |
| TD Waterhouse Canada Inc. | 336 | $13.1K | 0.00% | −1,732−83.8% | Reduced |
| Central Trust Co | 424 | $14.0K | 0.00% | – | – |
| US Bancorp | 462 | $15.0K | 0.00% | −1,050−69.4% | Reduced |
| IFP Advisors, Inc | 299 | $16.0K | 0.00% | −318−51.5% | Reduced |
| Hudock, Inc. | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 564 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 789 | $25.6K | 0.00% | −1,416−64.2% | Reduced |
| Parallel Advisors, LLC | 805 | $26.0K | 0.00% | +805 | New |
| Group One Trading, L.P. | 857 | $28.0K | 0.00% | −954−52.7% | Reduced |
| Huntington National Bank | 881 | $29.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 987 | $32.0K | 0.00% | −59−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,051 | $34.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,144 | $37.0K | 0.02% | −508−30.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $46.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,475 | $48.0K | 0.01% | −152,818−99.0% | Reduced |
| Eagle Bay Advisors LLC | 1,500 | $48.6K | 0.03% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,600 | $51.0K | 0.00% | +8+0.5% | Added |
| MetLife Investment Management | 1,986 | $64.4K | 0.00% | −13−0.7% | Reduced |
| FinTrust Capital Advisors, LLC | 1,930 | $68.0K | 0.02% | −168−8.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,200 | $71.0K | 0.00% | −1,700−43.6% | Reduced |
| Acadian Asset Management LLC | 2,186 | $71.0K | 0.00% | +2,174+18,116.7% | Added |
| Dark Forest Capital Management LP | 2,496 | $81.0K | 0.02% | −4,784−65.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,556 | $82.0K | 0.00% | +717+39.0% | Added |
| AlphaMark Advisors, LLC | 2,950 | $96.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,247 | $137.0K | 0.00% | +106+2.6% | Added |
| Meeder Asset Management Inc | 5,833 | $189.0K | 0.01% | +5,833 | New |
| GW Henssler & Associates Ltd | 6,177 | $200.0K | 0.01% | +6,177 | New |
| Van Cleef Asset Management,Inc | 6,202 | $201.0K | 0.03% | −191,207−96.9% | Reduced |
| Compton Capital Management Inc | 6,210 | $201.0K | 0.11% | −500−7.5% | Reduced |
| Pinnacle Associates Ltd | 6,216 | $201.0K | 0.00% | +275+4.6% | Added |
| National Bank of Canada | 6,463 | $209.0K | 0.00% | −1,147−15.1% | Reduced |
| Franklin Resources Inc | 6,602 | $214.0K | 0.00% | −90,954−93.2% | Reduced |
| PFG Private Wealth Management, LLC | 6,591 | $214.0K | 0.12% | −1,091−14.2% | Reduced |
| Cresset Asset Management, LLC | 6,591 | $214.0K | 0.00% | +6,591 | New |
| EMC Capital Management | 6,802 | $220.0K | 0.19% | +2,294+50.9% | Added |
| Lincoln National Corp | 6,912 | $224.0K | 0.01% | −658−8.7% | Reduced |
| Jefferies Group LLC | 7,011 | $227.2K | 0.01% | +7,011 | New |
| Investors Research Corp | 7,350 | $238.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,472 | $242.0K | 0.01% | +1,499+25.1% | Added |
| ProShare Advisors LLC | 7,986 | $259.0K | 0.00% | −1,630−17.0% | Reduced |
| Maryland State Retirement & Pension System | 8,002 | $259.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,982 | $259.0K | 0.07% | +7,982 | New |
| Ameriprise Financial Inc | 8,403 | $272.0K | 0.00% | −21,603−72.0% | Reduced |
| Stratos Wealth Partners, LTD. | 8,543 | $277.0K | 0.01% | +8,543 | New |
| Rothschild Investment Corp | 8,600 | $279.0K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 8,795 | $285.0K | 0.12% | +2,570+41.3% | Added |
| New York State Teachers Retirement System | 8,900 | $288.0K | 0.00% | +100+1.1% | Added |
| PEAK6 Investments LLC | 9,378 | $304.0K | 0.01% | −46,005−83.1% | Reduced |
| O'Rourke & Company, Inc | 9,534 | $309.0K | 0.26% | −529−5.3% | Reduced |
| Panagora Asset Management Inc | 9,686 | $314.0K | 0.00% | −10,371−51.7% | Reduced |
| Cullen Capital Management LLC | 9,753 | $316.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,895 | $321.0K | 0.00% | −61−0.6% | Reduced |
| Sweet Financial Partners, LLC | 10,000 | $324.0K | 0.10% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,200 | $331.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $333.0K | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,358 | $336.0K | 0.00% | −1,590−13.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,364 | $336.0K | 0.03% | +10,364 | New |
| SG Americas Securities, LLC | 10,707 | $347.0K | 0.00% | −560−5.0% | Reduced |
| Snowden Capital Advisors LLC | 10,776 | $349.0K | 0.02% | 00.0% | Unchanged |
| Heron Bay Capital Management | 10,808 | $350.0K | 0.21% | +473+4.6% | Added |
| Peapack Gladstone Financial Corp | 11,501 | $373.0K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,676 | $378.0K | 0.02% | −126,326−91.5% | Reduced |
| Secure Asset Management, LLC | 11,673 | $378.0K | 0.21% | +11,673 | New |
| Advisors Asset Management, Inc. | 11,922 | $386.0K | 0.01% | +11,922 | New |
| Toroso Investments, LLC | 12,464 | $404.0K | 0.01% | −252−2.0% | Reduced |
| Stifel Financial Corp | 13,336 | $432.0K | 0.00% | +3,351+33.6% | Added |
| Meridian Wealth Management, LLC | 13,397 | $434.0K | 0.04% | +13,397 | New |
| Shulman DeMeo Asset Management LLC | 14,003 | $454.0K | 0.15% | +276+2.0% | Added |
| Citadel Advisors LLC | 14,554 | $472.0K | 0.00% | −142,373−90.7% | Reduced |
| Callahan Advisors, LLC | 15,148 | $491.0K | 0.07% | −8,856−36.9% | Reduced |
| Advisor Group Holdings, Inc. | 15,381 | $498.0K | 0.00% | +1,205+8.5% | Added |