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 |
|---|---|---|---|---|---|
| Colony Group LLC | 24,125 | $768.0K | 0.01% | +1,471+6.5% | Added |
| SEI Investments Co | 23,401 | $745.0K | 0.00% | −6,780−22.5% | Reduced |
| Victory Capital Management Inc | 22,809 | $726.0K | 0.00% | +12,451+120.2% | Added |
| SummerHaven Investment Management, LLC | 22,775 | $725.0K | 0.50% | +22,775 | New |
| Roosevelt Investment Group LLC | 22,200 | $707.0K | 0.05% | −4,816−17.8% | Reduced |
| Gilman Hill Asset Management, LLC | 21,860 | $696.0K | 0.16% | −3,625−14.2% | Reduced |
| U S Global Investors Inc | 21,300 | $678.0K | 0.04% | +21,300 | New |
| PDT Partners, LLC | 21,182 | $674.0K | 0.10% | −11,625−35.4% | Reduced |
| Autumn Glory Partners, LLC | 21,071 | $671.0K | 0.45% | 00.0% | Unchanged |
| Raymond James & Associates | 20,990 | $668.0K | 0.00% | −11,489−35.4% | Reduced |
| TD Private Client Wealth LLC | 20,442 | $650.7K | 0.03% | −257−1.2% | Reduced |
| RBF Capital, LLC | 20,000 | $637.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 18,870 | $601.0K | 0.00% | −4,064−17.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,708 | $595.0K | 0.00% | +58+0.3% | Added |
| Empire Life Investments Inc. | 18,525 | $590.0K | 0.04% | +205+1.1% | Added |
| Tocqueville Asset Management L.P. | 18,350 | $584.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,089 | $576.0K | 0.00% | +4,753+35.6% | Added |
| ExodusPoint Capital Management, LP | 17,472 | $556.0K | 0.01% | +17,472 | New |
| Gamco Investors, Inc. Et Al | 17,200 | $547.0K | 0.01% | +7,000+68.6% | Added |
| Amalgamated Bank | 16,608 | $529.0K | 0.01% | −2,806−14.5% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $503.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 15,748 | $501.0K | 0.01% | +15,748 | New |
| Secure Asset Management, LLC | 15,089 | $480.0K | 0.27% | +3,416+29.3% | Added |
| Mariner, LLC | 14,384 | $458.0K | 0.00% | +14,384 | New |
| Shulman DeMeo Asset Management LLC | 14,126 | $450.0K | 0.16% | +123+0.9% | Added |
| Virtu Financial LLC | 13,925 | $443.0K | 0.04% | +13,925 | New |
| Barclays PLC | 13,419 | $427.0K | 0.00% | −12,893−49.0% | Reduced |
| Voya Investment Management LLC | 12,812 | $407.8K | 0.00% | −10,778−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 12,131 | $387.0K | 0.00% | −3,250−21.1% | Reduced |
| NewEdge Wealth, LLC | 11,641 | $371.0K | 0.02% | −35−0.3% | Reduced |
| Callahan Advisors, LLC | 10,904 | $347.0K | 0.05% | −4,244−28.0% | Reduced |
| Advisors Asset Management, Inc. | 10,865 | $346.0K | 0.01% | −1,057−8.9% | Reduced |
| Snowden Capital Advisors LLC | 10,776 | $343.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,699 | $341.0K | 0.01% | −1,765−14.2% | Reduced |
| Peapack Gladstone Financial Corp | 10,601 | $337.0K | 0.01% | −900−7.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,364 | $330.0K | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 10,322 | $328.5K | 0.01% | −6,240−37.7% | Reduced |
| Inspire Advisors, LLC | 10,287 | $327.0K | 0.09% | +10,287 | New |
| Sweet Financial Partners, LLC | 10,000 | $318.0K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,853 | $314.0K | 0.27% | +319+3.3% | Added |
| BNP Paribas Arbitrage, SA | 9,566 | $304.5K | 0.00% | −17,494−64.6% | Reduced |
| Prelude Capital Management, LLC | 9,105 | $290.0K | 0.01% | −16,237−64.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $281.0K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,600 | $274.0K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 8,225 | $262.0K | 0.12% | −570−6.5% | Reduced |
| New York State Teachers Retirement System | 8,200 | $261.0K | 0.00% | −700−7.9% | Reduced |
| Ameriprise Financial Inc | 7,771 | $248.0K | 0.00% | −632−7.5% | Reduced |
| ProShare Advisors LLC | 7,573 | $241.0K | 0.00% | −413−5.2% | Reduced |
| Gsa Capital Partners LLP | 7,548 | $240.0K | 0.03% | +7,548 | New |
| SG Americas Securities, LLC | 7,454 | $237.0K | 0.00% | −3,253−30.4% | Reduced |
| Investors Research Corp | 7,350 | $234.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 7,318 | $233.0K | 0.00% | +5,118+232.6% | Added |
| GW Henssler & Associates Ltd | 7,210 | $229.0K | 0.02% | +1,033+16.7% | Added |
| Meeder Asset Management Inc | 7,046 | $224.0K | 0.01% | +1,213+20.8% | Added |
| Lincoln National Corp | 6,922 | $220.0K | 0.01% | +10+0.1% | Added |
| EMC Capital Management | 6,802 | $217.0K | 0.20% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,700 | $213.0K | 0.01% | −1,843−21.6% | Reduced |
| Cresset Asset Management, LLC | 6,591 | $210.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 6,014 | $191.0K | 0.50% | +6,014 | New |
| National Bank of Canada | 5,708 | $181.0K | 0.00% | −755−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,141 | $131.0K | 0.00% | −106−2.5% | Reduced |
| Capula Management Ltd | 3,955 | $126.0K | 0.02% | +3,955 | New |
| ETF Managers Group, LLC | 3,616 | $115.0K | 0.00% | −12,185−77.1% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $94.0K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,914 | $93.0K | 0.00% | +2,057+240.0% | Added |
| The PNC Financial Services Group, Inc. | 2,881 | $91.0K | 0.00% | +325+12.7% | Added |
| Acadian Asset Management LLC | 2,186 | $69.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| MetLife Investment Management | 1,838 | $58.5K | 0.00% | −148−7.5% | Reduced |
| PEAK6 Investments LLC | 1,799 | $57.0K | 0.00% | −7,579−80.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,727 | $55.0K | 0.00% | +1,434+489.4% | Added |
| Geneos Wealth Management Inc. | 1,608 | $51.0K | 0.00% | +8+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,551 | $49.0K | 0.00% | +500+47.6% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $45.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,413 | $45.0K | 0.02% | +269+23.5% | Added |
| Eagle Bay Advisors LLC | 1,300 | $41.0K | 0.03% | −200−13.3% | Reduced |
| American International Group, Inc. | 937 | $30.0K | 0.00% | −50−5.1% | Reduced |
| Spire Wealth Management | 903 | $29.0K | 0.00% | +903 | New |
| Huntington National Bank | 881 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 805 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 795 | $25.3K | 0.00% | +6+0.8% | Added |
| Central Trust Co | 800 | $25.0K | 0.00% | +376+88.7% | Added |
| Credit Suisse AG | 638 | $20.0K | 0.00% | +416+187.4% | Added |
| Whittier Trust Co | 564 | $18.0K | 0.00% | 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 |
| Hudock, Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 434 | $14.0K | 0.00% | +300+223.9% | Added |
| Harbour Investments, Inc. | 357 | $12.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 357 | $11.0K | 0.00% | +357 | 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 |
| Signaturefd, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $6.00K | 0.01% | +200 | New |
| 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 |
| TD Waterhouse Canada Inc. | 100 | $3.24K | 0.00% | −236−70.2% | Reduced |