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 |
|---|---|---|---|---|---|
| Norges Bank | 859,484 | $27.4M | 0.01% | −14,584−1.7% | Reduced |
| Dimensional Fund Advisors LP | 1,285,991 | $40.9M | 0.02% | −101,716−7.3% | Reduced |
| Morgan Stanley | 1,422,911 | $45.3M | 0.01% | −378,838−21.0% | Reduced |
| LSV Asset Management | 1,443,750 | $46.0M | 0.11% | −47,300−3.2% | Reduced |
| Geode Capital Management, LLC | 1,885,149 | $60.0M | 0.01% | +36,166+2.0% | Added |
| State Street Corp | 1,960,781 | $62.4M | 0.00% | +56,301+3.0% | Added |
| RWC Asset Management LLP | 2,105,779 | $67.0M | 2.25% | −12,354−0.6% | Reduced |
| Fisher Asset Management, LLC | 2,278,903 | $72.5M | 0.05% | −46,347−2.0% | Reduced |
| Epoch Investment Partners, Inc. | 2,457,187 | $78.2M | 0.51% | −307,437−11.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,519,583 | $80.2M | 0.03% | +154,904+6.6% | Added |
| Price T Rowe Associates Inc | 3,233,804 | $102.9M | 0.02% | −517,049−13.8% | Reduced |
| BlackRock Inc. | 4,669,725 | $148.6M | 0.01% | +25,207+0.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 4,933,862 | $157.0M | 3.95% | −260,944−5.0% | Reduced |
| Ariel Investments, LLC | 7,888,454 | $251.1M | 2.76% | −831,988−9.5% | Reduced |
| Vanguard Group Inc | 10,065,467 | $320.4M | 0.01% | +128,061+1.3% | Added |
| FMR LLC | 10,593,229 | $337.2M | 0.04% | −672,102−6.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −367,862−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −180,311−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −171,322−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −164,327−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −117,758−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −29,953−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −10,808−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,895−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −9,753−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,472−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −7,011−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −6,216−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −6,202−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |