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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $0 | 0.00% | −3−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | +34 | New |
| US Bancorp | 65 | $2.00K | 0.00% | −397−85.9% | Reduced |
| Earnest Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $2.00K | 0.00% | +1+1.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $2.00K | 0.00% | +62 | New |
| Global Retirement Partners, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Quent Capital, LLC | 48 | $2.00K | 0.00% | +48 | New |
| PFG Private Wealth Management, LLC | 80 | $3.00K | 0.00% | −6,511−98.8% | Reduced |
| Washington Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 102 | $3.00K | 0.00% | +102 | New |
| TD Waterhouse Canada Inc. | 100 | $3.24K | 0.00% | −236−70.2% | Reduced |
| Denali Advisors LLC | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 128 | $4.00K | 0.00% | +32+33.3% | Added |
| Signaturefd, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $6.00K | 0.01% | +200 | New |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 303 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 305 | $10.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 357 | $11.0K | 0.00% | +357 | New |
| Harbour Investments, Inc. | 357 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 434 | $14.0K | 0.00% | +300+223.9% | Added |
| Hudock, Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 299 | $16.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 500 | $16.0K | 0.01% | +500 | New |
| Whittier Trust Co | 564 | $18.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 638 | $20.0K | 0.00% | +416+187.4% | Added |
| Central Trust Co | 800 | $25.0K | 0.00% | +376+88.7% | Added |
| American Portfolios Advisors | 795 | $25.3K | 0.00% | +6+0.8% | Added |
| Parallel Advisors, LLC | 805 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 881 | $28.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 903 | $29.0K | 0.00% | +903 | New |
| American International Group, Inc. | 937 | $30.0K | 0.00% | −50−5.1% | Reduced |
| Eagle Bay Advisors LLC | 1,300 | $41.0K | 0.03% | −200−13.3% | Reduced |
| State of Wyoming | 1,413 | $45.0K | 0.02% | +269+23.5% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $45.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,551 | $49.0K | 0.00% | +500+47.6% | Added |
| Geneos Wealth Management Inc. | 1,608 | $51.0K | 0.00% | +8+0.5% | Added |
| Tower Research Capital LLC (TRC) | 1,727 | $55.0K | 0.00% | +1,434+489.4% | Added |
| PEAK6 Investments LLC | 1,799 | $57.0K | 0.00% | −7,579−80.8% | Reduced |
| MetLife Investment Management | 1,838 | $58.5K | 0.00% | −148−7.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,930 | $65.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,045 | $65.0K | 0.06% | +2,037+25,462.5% | Added |
| Acadian Asset Management LLC | 2,186 | $69.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,881 | $91.0K | 0.00% | +325+12.7% | Added |
| Group One Trading, L.P. | 2,914 | $93.0K | 0.00% | +2,057+240.0% | Added |
| AlphaMark Advisors, LLC | 2,950 | $94.0K | 0.05% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,616 | $115.0K | 0.00% | −12,185−77.1% | Reduced |
| Capula Management Ltd | 3,955 | $126.0K | 0.02% | +3,955 | New |
| Northwestern Mutual Wealth Management Co | 4,141 | $131.0K | 0.00% | −106−2.5% | Reduced |
| National Bank of Canada | 5,708 | $181.0K | 0.00% | −755−11.7% | Reduced |
| Neo Ivy Capital Management | 6,014 | $191.0K | 0.50% | +6,014 | New |
| Cresset Asset Management, LLC | 6,591 | $210.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,700 | $213.0K | 0.01% | −1,843−21.6% | Reduced |
| EMC Capital Management | 6,802 | $217.0K | 0.20% | 00.0% | Unchanged |
| Lincoln National Corp | 6,922 | $220.0K | 0.01% | +10+0.1% | Added |
| Meeder Asset Management Inc | 7,046 | $224.0K | 0.01% | +1,213+20.8% | Added |
| GW Henssler & Associates Ltd | 7,210 | $229.0K | 0.02% | +1,033+16.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,318 | $233.0K | 0.00% | +5,118+232.6% | Added |
| Investors Research Corp | 7,350 | $234.0K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,454 | $237.0K | 0.00% | −3,253−30.4% | Reduced |
| Gsa Capital Partners LLP | 7,548 | $240.0K | 0.03% | +7,548 | New |
| ProShare Advisors LLC | 7,573 | $241.0K | 0.00% | −413−5.2% | Reduced |
| Ameriprise Financial Inc | 7,771 | $248.0K | 0.00% | −632−7.5% | Reduced |
| New York State Teachers Retirement System | 8,200 | $261.0K | 0.00% | −700−7.9% | Reduced |
| Jeppson Wealth Management, LLC | 8,225 | $262.0K | 0.12% | −570−6.5% | Reduced |
| Rothschild Investment Corp | 8,600 | $274.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $281.0K | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,105 | $290.0K | 0.01% | −16,237−64.1% | Reduced |
| BNP Paribas Arbitrage, SA | 9,566 | $304.5K | 0.00% | −17,494−64.6% | Reduced |
| O'Rourke & Company, Inc | 9,853 | $314.0K | 0.27% | +319+3.3% | Added |
| Sweet Financial Partners, LLC | 10,000 | $318.0K | 0.10% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 10,287 | $327.0K | 0.09% | +10,287 | New |
| Capital Fund Management S.A. | 10,322 | $328.5K | 0.01% | −6,240−37.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,364 | $330.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,601 | $337.0K | 0.01% | −900−7.8% | Reduced |
| Toroso Investments, LLC | 10,699 | $341.0K | 0.01% | −1,765−14.2% | Reduced |
| Snowden Capital Advisors LLC | 10,776 | $343.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,865 | $346.0K | 0.01% | −1,057−8.9% | Reduced |
| Callahan Advisors, LLC | 10,904 | $347.0K | 0.05% | −4,244−28.0% | Reduced |
| NewEdge Wealth, LLC | 11,641 | $371.0K | 0.02% | −35−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 12,131 | $387.0K | 0.00% | −3,250−21.1% | Reduced |
| Voya Investment Management LLC | 12,812 | $407.8K | 0.00% | −10,778−45.7% | Reduced |
| Barclays PLC | 13,419 | $427.0K | 0.00% | −12,893−49.0% | Reduced |
| Virtu Financial LLC | 13,925 | $443.0K | 0.04% | +13,925 | New |
| Shulman DeMeo Asset Management LLC | 14,126 | $450.0K | 0.16% | +123+0.9% | Added |
| Mariner, LLC | 14,384 | $458.0K | 0.00% | +14,384 | New |
| Secure Asset Management, LLC | 15,089 | $480.0K | 0.27% | +3,416+29.3% | Added |
| State of Alaska, Department of Revenue | 15,748 | $501.0K | 0.01% | +15,748 | New |
| Handelsbanken Fonder AB | 15,800 | $503.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 16,608 | $529.0K | 0.01% | −2,806−14.5% | Reduced |
| Gamco Investors, Inc. Et Al | 17,200 | $547.0K | 0.01% | +7,000+68.6% | Added |
| ExodusPoint Capital Management, LP | 17,472 | $556.0K | 0.01% | +17,472 | New |
| Stifel Financial Corp | 18,089 | $576.0K | 0.00% | +4,753+35.6% | Added |