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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 18,350 | $584.0K | 0.01% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 18,525 | $590.0K | 0.04% | +205+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,708 | $595.0K | 0.00% | +58+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,870 | $601.0K | 0.00% | −4,064−17.7% | Reduced |
| RBF Capital, LLC | 20,000 | $637.0K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20,442 | $650.7K | 0.03% | −257−1.2% | Reduced |
| Raymond James & Associates | 20,990 | $668.0K | 0.00% | −11,489−35.4% | Reduced |
| Autumn Glory Partners, LLC | 21,071 | $671.0K | 0.45% | 00.0% | Unchanged |
| PDT Partners, LLC | 21,182 | $674.0K | 0.10% | −11,625−35.4% | Reduced |
| U S Global Investors Inc | 21,300 | $678.0K | 0.04% | +21,300 | New |
| Gilman Hill Asset Management, LLC | 21,860 | $696.0K | 0.16% | −3,625−14.2% | Reduced |
| Roosevelt Investment Group LLC | 22,200 | $707.0K | 0.05% | −4,816−17.8% | Reduced |
| SummerHaven Investment Management, LLC | 22,775 | $725.0K | 0.50% | +22,775 | New |
| Victory Capital Management Inc | 22,809 | $726.0K | 0.00% | +12,451+120.2% | Added |
| SEI Investments Co | 23,401 | $745.0K | 0.00% | −6,780−22.5% | Reduced |
| Colony Group LLC | 24,125 | $768.0K | 0.01% | +1,471+6.5% | Added |
| Teza Capital Management LLC | 25,139 | $800.0K | 0.17% | −16,415−39.5% | Reduced |
| 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 |
| Jackson Hole Capital Partners, LLC | 25,953 | $826.0K | 0.25% | +235+0.9% | Added |
| North Star Investment Management Corp. | 27,119 | $863.0K | 0.08% | −5,000−15.6% | Reduced |
| Prudential PLC | 27,913 | $888.0K | 0.01% | +10,314+58.6% | Added |
| First National Trust Co | 28,684 | $913.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 29,678 | $945.0K | 0.00% | +645+2.2% | Added |
| Envestnet Asset Management Inc | 29,739 | $947.0K | 0.00% | −4,573−13.3% | Reduced |
| Algebris (UK) Ltd | 34,868 | $1.10M | 0.50% | −169,527−82.9% | Reduced |
| Convergence Investment Partners, LLC | 34,896 | $1.11M | 0.73% | +34,896 | New |
| American Century Companies Inc | 34,934 | $1.11M | 0.00% | +7,360+26.7% | Added |
| Amundi | 33,960 | $1.15M | 0.00% | −103,758−75.3% | Reduced |
| California State Teachers Retirement System | 36,473 | $1.16M | 0.00% | −5,034−12.1% | Reduced |
| Treasurer of the State of North Carolina | 38,294 | $1.22M | 0.01% | −1,600−4.0% | Reduced |
| Janney Montgomery Scott LLC | 39,103 | $1.25M | 0.01% | +1,444+3.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 43,544 | $1.38M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 44,849 | $1.43M | 0.01% | −2,113−4.5% | Reduced |
| HighTower Advisors, LLC | 46,526 | $1.49M | 0.00% | +185+0.4% | Added |
| Duality Advisers, LP | 47,291 | $1.50M | 0.16% | +47,291 | New |
| Legal & General Group Plc | 48,159 | $1.53M | 0.00% | −5,327−10.0% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.55M | 0.84% | 00.0% | Unchanged |
| Macquarie Group Ltd | 49,710 | $1.58M | 0.00% | +12,010+31.9% | Added |
| Jane Street Group, LLC | 51,336 | $1.63M | 0.00% | −33,032−39.2% | Reduced |
| Rockefeller Capital Management L.P. | 52,576 | $1.67M | 0.01% | +106+0.2% | Added |
| Alps Advisors Inc | 52,981 | $1.69M | 0.02% | +3,181+6.4% | Added |
| Illinois Municipal Retirement Fund | 53,826 | $1.71M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 54,354 | $1.73M | 0.00% | −972−1.8% | Reduced |
| Lesa Sroufe & Co | 54,821 | $1.75M | 2.10% | +54,821 | New |
| Moody Aldrich Partners LLC | 56,268 | $1.79M | 0.37% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,173 | $1.82M | 0.00% | −330−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 60,321 | $1.92M | 0.01% | −8,133−11.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 61,608 | $1.96M | 0.03% | +61,608 | New |
| M&T Bank Corp | 63,953 | $2.03M | 0.01% | −3,442−5.1% | Reduced |
| Goldman Sachs Group Inc | 65,144 | $2.07M | 0.00% | −6,984−9.7% | Reduced |
| Endurance Wealth Management, Inc. | 66,135 | $2.10M | 0.35% | +29,900+82.5% | Added |
| Wells Fargo & Company | 68,197 | $2.17M | 0.00% | −23,059−25.3% | Reduced |
| Susquehanna International Group, LLP | 68,294 | $2.17M | 0.00% | +1,834+2.8% | Added |
| Alaska Permanent Fund Corp | 71,900 | $2.29M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 86,760 | $2.76M | 0.00% | −8,824−9.2% | Reduced |
| Aviva PLC | 88,833 | $2.83M | 0.02% | +88,833 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91,114 | $2.90M | 0.01% | +17,947+24.5% | Added |
| Crawford Investment Counsel Inc | 92,629 | $2.95M | 0.07% | +1,290+1.4% | Added |
| Globeflex Capital L P | 93,275 | $2.97M | 0.51% | 00.0% | Unchanged |
| Rhumbline Advisers | 95,045 | $3.02M | 0.00% | +5,866+6.6% | Added |
| Royal Bank of Canada | 104,850 | $3.34M | 0.00% | −3,432−3.2% | Reduced |
| Franklin Resources Inc | 106,434 | $3.39M | 0.00% | +99,832+1,512.1% | Added |
| STRS Ohio | 110,000 | $3.50M | 0.02% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 110,936 | $3.53M | 2.39% | +110,936 | New |
| TD Asset Management Inc | 114,853 | $3.66M | 0.00% | +132+0.1% | Added |
| Citadel Advisors LLC | 117,927 | $3.75M | 0.00% | +103,373+710.3% | Added |
| Redwood Grove Capital, LLC | 118,466 | $3.77M | 2.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 129,252 | $4.11M | 0.01% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 137,200 | $4.37M | 0.27% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 137,875 | $4.39M | 0.00% | −6,981−4.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 137,960 | $4.39M | 0.12% | +137,960 | New |
| Foundry Partners, LLC | 139,125 | $4.43M | 0.28% | +1,054+0.8% | Added |
| Osborne Partners Capital Management, LLC | 141,034 | $4.49M | 0.38% | +198+0.1% | Added |
| First Washington CORP | 155,963 | $4.96M | 2.50% | 00.0% | Unchanged |
| Swedbank AB | 160,800 | $5.12M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 178,900 | $5.69M | 0.00% | −851−0.5% | Reduced |
| UBS Asset Management Americas Inc | 180,975 | $5.76M | 0.00% | −9,051−4.8% | Reduced |
| Panagora Asset Management Inc | 202,296 | $6.44M | 0.04% | +192,610+1,988.5% | Added |
| Principal Financial Group Inc | 202,750 | $6.45M | 0.01% | −1,249−0.6% | Reduced |
| California Public Employees Retirement System | 223,561 | $7.12M | 0.01% | +30,277+15.7% | Added |
| Citigroup Inc | 228,994 | $7.29M | 0.01% | +179,675+364.3% | Added |
| Brandywine Global Investment Management, LLC | 250,772 | $7.98M | 0.07% | −11,999−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 257,010 | $8.18M | 0.10% | +257,010 | New |
| Nuveen Asset Management, LLC | 259,874 | $8.27M | 0.00% | −13,802−5.0% | Reduced |
| Squarepoint Ops LLC | 284,036 | $9.04M | 0.08% | +165,255+139.1% | Added |
| Bank of New York Mellon Corp | 291,198 | $9.27M | 0.00% | −13,937−4.6% | Reduced |
| Invesco Ltd. | 293,199 | $9.33M | 0.00% | −45,852−13.5% | Reduced |
| UBS Group AG | 321,196 | $10.2M | 0.01% | +56,714+21.4% | Added |
| Hosking Partners LLP | 322,821 | $10.3M | 0.45% | −22,470−6.5% | Reduced |
| Two Sigma Advisers, LP | 367,600 | $11.7M | 0.03% | +189,700+106.6% | Added |
| Two Sigma Investments, LP | 379,095 | $12.1M | 0.04% | +331,889+703.1% | Added |
| Todd Asset Management LLC | 401,184 | $12.8M | 0.36% | +11,380+2.9% | Added |
| Federated Hermes, Inc. | 415,752 | $13.2M | 0.04% | −8,357−2.0% | Reduced |
| Northern Trust Corp | 419,156 | $13.3M | 0.00% | −6,029−1.4% | Reduced |
| Third Avenue Management LLC | 460,733 | $14.7M | 2.89% | +60,754+15.2% | Added |
| Royce & Associates LP | 547,409 | $17.4M | 0.20% | −52,900−8.8% | Reduced |
| First Trust Advisors LP | 725,552 | $23.1M | 0.03% | −193,670−21.1% | Reduced |
| Jennison Associates LLC | 737,458 | $23.5M | 0.02% | −159,398−17.8% | Reduced |