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, Q3 2022
Institutional positions in Lazard, Inc. as of Sep 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
- 216
- +1 vs. Q2 2022
- Shares held
- 72.7M
- −2.51M (−3.3%) vs. Q2 2022
- Total value
- $2.31B
- −$123.5M (−5.1%) vs. Q2 2022
- New holders
- 28
- 59 more added
- Sold out
- 27
- 80 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,593,229 | $337.2M | 0.04% | −672,102−6.0% | Reduced |
| Vanguard Group Inc | 10,065,467 | $320.4M | 0.01% | +128,061+1.3% | Added |
| Ariel Investments, LLC | 7,888,454 | $251.1M | 2.76% | −831,988−9.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 4,933,862 | $157.0M | 3.95% | −260,944−5.0% | Reduced |
| BlackRock Inc. | 4,669,725 | $148.6M | 0.01% | +25,207+0.5% | Added |
| Price T Rowe Associates Inc | 3,233,804 | $102.9M | 0.02% | −517,049−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,519,583 | $80.2M | 0.03% | +154,904+6.6% | Added |
| Epoch Investment Partners, Inc. | 2,457,187 | $78.2M | 0.51% | −307,437−11.1% | Reduced |
| Fisher Asset Management, LLC | 2,278,903 | $72.5M | 0.05% | −46,347−2.0% | Reduced |
| RWC Asset Management LLP | 2,105,779 | $67.0M | 2.25% | −12,354−0.6% | Reduced |
| State Street Corp | 1,960,781 | $62.4M | 0.00% | +56,301+3.0% | Added |
| Geode Capital Management, LLC | 1,885,149 | $60.0M | 0.01% | +36,166+2.0% | Added |
| LSV Asset Management | 1,443,750 | $46.0M | 0.11% | −47,300−3.2% | Reduced |
| Morgan Stanley | 1,422,911 | $45.3M | 0.01% | −378,838−21.0% | Reduced |
| Dimensional Fund Advisors LP | 1,285,991 | $40.9M | 0.02% | −101,716−7.3% | Reduced |
| Norges Bank | 859,484 | $27.4M | 0.01% | −14,584−1.7% | Reduced |
| Jennison Associates LLC | 737,458 | $23.5M | 0.02% | −159,398−17.8% | Reduced |
| First Trust Advisors LP | 725,552 | $23.1M | 0.03% | −193,670−21.1% | Reduced |
| Royce & Associates LP | 547,409 | $17.4M | 0.20% | −52,900−8.8% | Reduced |
| Third Avenue Management LLC | 460,733 | $14.7M | 2.89% | +60,754+15.2% | Added |
| Northern Trust Corp | 419,156 | $13.3M | 0.00% | −6,029−1.4% | Reduced |
| Federated Hermes, Inc. | 415,752 | $13.2M | 0.04% | −8,357−2.0% | Reduced |
| Todd Asset Management LLC | 401,184 | $12.8M | 0.36% | +11,380+2.9% | Added |
| Two Sigma Investments, LP | 379,095 | $12.1M | 0.04% | +331,889+703.1% | Added |
| Two Sigma Advisers, LP | 367,600 | $11.7M | 0.03% | +189,700+106.6% | Added |
| Hosking Partners LLP | 322,821 | $10.3M | 0.45% | −22,470−6.5% | Reduced |
| UBS Group AG | 321,196 | $10.2M | 0.01% | +56,714+21.4% | Added |
| Invesco Ltd. | 293,199 | $9.33M | 0.00% | −45,852−13.5% | Reduced |
| Bank of New York Mellon Corp | 291,198 | $9.27M | 0.00% | −13,937−4.6% | Reduced |
| Squarepoint Ops LLC | 284,036 | $9.04M | 0.08% | +165,255+139.1% | Added |
| Nuveen Asset Management, LLC | 259,874 | $8.27M | 0.00% | −13,802−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 257,010 | $8.18M | 0.10% | +257,010 | New |
| Brandywine Global Investment Management, LLC | 250,772 | $7.98M | 0.07% | −11,999−4.6% | Reduced |
| Citigroup Inc | 228,994 | $7.29M | 0.01% | +179,675+364.3% | Added |
| California Public Employees Retirement System | 223,561 | $7.12M | 0.01% | +30,277+15.7% | Added |
| Principal Financial Group Inc | 202,750 | $6.45M | 0.01% | −1,249−0.6% | Reduced |
| Panagora Asset Management Inc | 202,296 | $6.44M | 0.04% | +192,610+1,988.5% | Added |
| UBS Asset Management Americas Inc | 180,975 | $5.76M | 0.00% | −9,051−4.8% | Reduced |
| Bank of America Corp | 178,900 | $5.69M | 0.00% | −851−0.5% | Reduced |
| Swedbank AB | 160,800 | $5.12M | 0.01% | 00.0% | Unchanged |
| First Washington CORP | 155,963 | $4.96M | 2.50% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 141,034 | $4.49M | 0.38% | +198+0.1% | Added |
| Foundry Partners, LLC | 139,125 | $4.43M | 0.28% | +1,054+0.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 137,960 | $4.39M | 0.12% | +137,960 | New |
| JPMorgan Chase & Co | 137,875 | $4.39M | 0.00% | −6,981−4.8% | Reduced |
| Miller Value Partners, LLC | 137,200 | $4.37M | 0.27% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 129,252 | $4.11M | 0.01% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 118,466 | $3.77M | 2.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 117,927 | $3.75M | 0.00% | +103,373+710.3% | Added |
| TD Asset Management Inc | 114,853 | $3.66M | 0.00% | +132+0.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 110,936 | $3.53M | 2.39% | +110,936 | New |
| STRS Ohio | 110,000 | $3.50M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 106,434 | $3.39M | 0.00% | +99,832+1,512.1% | Added |
| Royal Bank of Canada | 104,850 | $3.34M | 0.00% | −3,432−3.2% | Reduced |
| Rhumbline Advisers | 95,045 | $3.02M | 0.00% | +5,866+6.6% | Added |
| Globeflex Capital L P | 93,275 | $2.97M | 0.51% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 92,629 | $2.95M | 0.07% | +1,290+1.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91,114 | $2.90M | 0.01% | +17,947+24.5% | Added |
| Aviva PLC | 88,833 | $2.83M | 0.02% | +88,833 | New |
| New York State Common Retirement Fund | 86,760 | $2.76M | 0.00% | −8,824−9.2% | Reduced |
| Alaska Permanent Fund Corp | 71,900 | $2.29M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 68,294 | $2.17M | 0.00% | +1,834+2.8% | Added |
| Wells Fargo & Company | 68,197 | $2.17M | 0.00% | −23,059−25.3% | Reduced |
| Endurance Wealth Management, Inc. | 66,135 | $2.10M | 0.35% | +29,900+82.5% | Added |
| Goldman Sachs Group Inc | 65,144 | $2.07M | 0.00% | −6,984−9.7% | Reduced |
| M&T Bank Corp | 63,953 | $2.03M | 0.01% | −3,442−5.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,608 | $1.96M | 0.03% | +61,608 | New |
| Commonwealth Equity Services, LLC | 60,321 | $1.92M | 0.01% | −8,133−11.9% | Reduced |
| Deutsche Bank AG | 57,173 | $1.82M | 0.00% | −330−0.6% | Reduced |
| Moody Aldrich Partners LLC | 56,268 | $1.79M | 0.37% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,821 | $1.75M | 2.10% | +54,821 | New |
| Alliancebernstein L.P. | 54,354 | $1.73M | 0.00% | −972−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.71M | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 52,981 | $1.69M | 0.02% | +3,181+6.4% | Added |
| Rockefeller Capital Management L.P. | 52,576 | $1.67M | 0.01% | +106+0.2% | Added |
| Jane Street Group, LLC | 51,336 | $1.63M | 0.00% | −33,032−39.2% | Reduced |
| Macquarie Group Ltd | 49,710 | $1.58M | 0.00% | +12,010+31.9% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.55M | 0.84% | 00.0% | Unchanged |
| Legal & General Group Plc | 48,159 | $1.53M | 0.00% | −5,327−10.0% | Reduced |
| Duality Advisers, LP | 47,291 | $1.50M | 0.16% | +47,291 | New |
| HighTower Advisors, LLC | 46,526 | $1.49M | 0.00% | +185+0.4% | Added |
| Public Employees Retirement System of Ohio | 44,849 | $1.43M | 0.01% | −2,113−4.5% | Reduced |
| Russell Investments Group, Ltd. | 43,544 | $1.38M | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 39,103 | $1.25M | 0.01% | +1,444+3.8% | Added |
| Treasurer of the State of North Carolina | 38,294 | $1.22M | 0.01% | −1,600−4.0% | Reduced |
| California State Teachers Retirement System | 36,473 | $1.16M | 0.00% | −5,034−12.1% | Reduced |
| Amundi | 33,960 | $1.15M | 0.00% | −103,758−75.3% | Reduced |
| American Century Companies Inc | 34,934 | $1.11M | 0.00% | +7,360+26.7% | Added |
| Convergence Investment Partners, LLC | 34,896 | $1.11M | 0.73% | +34,896 | New |
| Algebris (UK) Ltd | 34,868 | $1.10M | 0.50% | −169,527−82.9% | Reduced |
| Envestnet Asset Management Inc | 29,739 | $947.0K | 0.00% | −4,573−13.3% | Reduced |
| LPL Financial LLC | 29,678 | $945.0K | 0.00% | +645+2.2% | Added |
| First National Trust Co | 28,684 | $913.0K | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 27,913 | $888.0K | 0.01% | +10,314+58.6% | Added |
| North Star Investment Management Corp. | 27,119 | $863.0K | 0.08% | −5,000−15.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,953 | $826.0K | 0.25% | +235+0.9% | Added |
| Oppenheimer & Co Inc | 25,821 | $822.0K | 0.02% | −514−2.0% | Reduced |
| Qube Research & Technologies Ltd | 25,830 | $822.0K | 0.01% | +25,830 | New |
| Teza Capital Management LLC | 25,139 | $800.0K | 0.17% | −16,415−39.5% | Reduced |