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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,387,707 | $45.0M | 0.02% | −97,787−6.6% | Reduced |
| LSV Asset Management | 1,491,050 | $48.3M | 0.10% | −23,900−1.6% | Reduced |
| Morgan Stanley | 1,801,749 | $58.4M | 0.01% | +227,931+14.5% | Added |
| Geode Capital Management, LLC | 1,848,983 | $59.9M | 0.01% | +389,100+26.7% | Added |
| State Street Corp | 1,904,480 | $61.7M | 0.00% | +56,726+3.1% | Added |
| RWC Asset Management LLP | 2,118,133 | $68.6M | 2.15% | +131,910+6.6% | Added |
| Fisher Asset Management, LLC | 2,325,250 | $75.4M | 0.05% | +318,065+15.8% | Added |
| Charles Schwab Investment Management Inc | 2,364,679 | $76.6M | 0.03% | +117,589+5.2% | Added |
| Epoch Investment Partners, Inc. | 2,764,624 | $89.6M | 0.52% | −222,516−7.4% | Reduced |
| Price T Rowe Associates Inc | 3,750,853 | $121.6M | 0.02% | +462,677+14.1% | Added |
| BlackRock Inc. | 4,644,518 | $150.5M | 0.00% | +38,365+0.8% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,194,806 | $168.4M | 3.55% | −90,997−1.7% | Reduced |
| Ariel Investments, LLC | 8,720,442 | $282.6M | 2.82% | +160,005+1.9% | Added |
| Vanguard Group Inc | 9,937,406 | $322.1M | 0.01% | +131,246+1.3% | Added |
| FMR LLC | 11,265,331 | $365.1M | 0.04% | −20.0% | Reduced |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −419,368−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −248,876−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −128,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −99,635−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −70,935−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −64,616−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −55,119−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −51,289−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −47,260−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −46,901−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −39,085−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −31,074−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −27,227−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,866−100.0% | Sold out |
| Investor AB | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,816−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −12,575−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −9,297−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,301−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Cumberland Advisors Inc | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Lesa Sroufe & Co | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |