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, Q4 2022
Institutional positions in Lazard, Inc. as of Dec 31, 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
- 210
- −4 vs. Q3 2022
- Shares held
- 64.8M
- −7.92M (−10.9%) vs. Q3 2022
- Total value
- $2.25B
- −$68.1M (−2.9%) vs. Q3 2022
- New holders
- 27
- 63 more added
- Sold out
- 31
- 81 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,218,994 | $354.3M | 0.01% | +153,527+1.5% | Added |
| FMR LLC | 9,115,971 | $316.1M | 0.03% | −1,477,258−13.9% | Reduced |
| Ariel Investments, LLC | 7,706,182 | $267.2M | 2.71% | −182,272−2.3% | Reduced |
| BlackRock Inc. | 4,893,681 | $169.7M | 0.01% | +223,956+4.8% | Added |
| Charles Schwab Investment Management Inc | 2,773,284 | $96.1M | 0.03% | +253,701+10.1% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 2,553,138 | $88.5M | 3.10% | −2,380,724−48.3% | Reduced |
| Epoch Investment Partners, Inc. | 2,366,162 | $82.0M | 0.49% | −91,025−3.7% | Reduced |
| Fisher Asset Management, LLC | 2,227,095 | $77.2M | 0.05% | −51,808−2.3% | Reduced |
| State Street Corp | 1,899,567 | $65.9M | 0.00% | −61,214−3.1% | Reduced |
| Geode Capital Management, LLC | 1,861,896 | $64.6M | 0.01% | −23,253−1.2% | Reduced |
| LSV Asset Management | 1,387,105 | $48.1M | 0.11% | −56,645−3.9% | Reduced |
| Morgan Stanley | 1,208,955 | $41.9M | 0.00% | −213,956−15.0% | Reduced |
| RWC Asset Management LLP | 1,095,904 | $38.0M | 1.19% | −1,009,875−48.0% | Reduced |
| Dimensional Fund Advisors LP | 1,001,853 | $34.7M | 0.01% | −284,138−22.1% | Reduced |
| Norges Bank | 841,956 | $29.2M | 0.01% | −17,528−2.0% | Reduced |
| First Trust Advisors LP | 679,335 | $23.6M | 0.03% | −46,217−6.4% | Reduced |
| Jennison Associates LLC | 583,229 | $20.2M | 0.02% | −154,229−20.9% | Reduced |
| Two Sigma Advisers, LP | 543,600 | $18.8M | 0.05% | +176,000+47.9% | Added |
| Royce & Associates LP | 525,059 | $18.2M | 0.19% | −22,350−4.1% | Reduced |
| Todd Asset Management LLC | 483,830 | $16.8M | 0.41% | +82,646+20.6% | Added |
| Two Sigma Investments, LP | 460,173 | $16.0M | 0.05% | +81,078+21.4% | Added |
| Third Avenue Management LLC | 456,286 | $15.8M | 2.75% | −4,447−1.0% | Reduced |
| Northern Trust Corp | 394,279 | $13.7M | 0.00% | −24,877−5.9% | Reduced |
| Qube Research & Technologies Ltd | 381,518 | $13.2M | 0.08% | +355,688+1,377.0% | Added |
| Invesco Ltd. | 380,440 | $13.2M | 0.00% | +87,241+29.8% | Added |
| Federated Hermes, Inc. | 359,710 | $12.5M | 0.03% | −56,042−13.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 335,810 | $11.6M | 0.12% | +78,800+30.7% | Added |
| Hosking Partners LLP | 291,824 | $10.1M | 0.41% | −30,997−9.6% | Reduced |
| Barclays PLC | 285,874 | $9.91M | 0.01% | +272,455+2,030.4% | Added |
| Bank of New York Mellon Corp | 278,180 | $9.64M | 0.00% | −13,018−4.5% | Reduced |
| Panagora Asset Management Inc | 261,493 | $9.07M | 0.06% | +59,197+29.3% | Added |
| Brandywine Global Investment Management, LLC | 249,134 | $8.64M | 0.07% | −1,638−0.7% | Reduced |
| Nuveen Asset Management, LLC | 243,331 | $8.44M | 0.00% | −16,543−6.4% | Reduced |
| California Public Employees Retirement System | 228,178 | $7.91M | 0.01% | +4,617+2.1% | Added |
| Principal Financial Group Inc | 200,035 | $6.94M | 0.01% | −2,715−1.3% | Reduced |
| Bank of Nova Scotia | 189,800 | $6.58M | 0.02% | +189,800 | New |
| First Washington CORP | 177,321 | $6.15M | 3.01% | +21,358+13.7% | Added |
| Price T Rowe Associates Inc | 169,678 | $5.88M | 0.00% | −3,064,126−94.8% | Reduced |
| Swedbank AB | 160,800 | $5.57M | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 155,725 | $5.40M | 0.30% | +16,600+11.9% | Added |
| State of Alaska, Department of Revenue | 149,165 | $5.17M | 0.06% | +133,417+847.2% | Added |
| JPMorgan Chase & Co | 134,228 | $4.65M | 0.00% | −3,647−2.6% | Reduced |
| Franklin Resources Inc | 128,460 | $4.45M | 0.00% | +22,026+20.7% | Added |
| Miller Value Partners, LLC | 127,200 | $4.41M | 0.28% | −10,000−7.3% | Reduced |
| UBS Asset Management Americas Inc | 127,140 | $4.41M | 0.00% | −53,835−29.7% | Reduced |
| TD Asset Management Inc | 125,258 | $4.34M | 0.01% | +10,405+9.1% | Added |
| State Board of Administration of Florida Retirement System | 120,342 | $4.17M | 0.01% | −8,910−6.9% | Reduced |
| Bank of America Corp | 119,292 | $4.14M | 0.00% | −59,608−33.3% | Reduced |
| Redwood Grove Capital, LLC | 118,466 | $4.11M | 2.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 118,389 | $4.10M | 2.44% | +7,453+6.7% | Added |
| STRS Ohio | 110,000 | $3.81M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 98,779 | $3.42M | 0.00% | +3,734+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,814 | $3.39M | 0.01% | +5,700+6.3% | Added |
| Globeflex Capital L P | 93,275 | $3.23M | 0.41% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 92,681 | $3.21M | 0.00% | +5,921+6.8% | Added |
| Aviva PLC | 89,112 | $3.09M | 0.02% | +279+0.3% | Added |
| Crawford Investment Counsel Inc | 88,259 | $3.06M | 0.07% | −4,370−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 85,580 | $2.97M | 0.35% | +85,580 | New |
| HSBC Holdings PLC | 83,887 | $2.87M | 0.00% | +83,887 | New |
| Susquehanna International Group, LLP | 79,716 | $2.76M | 0.01% | +11,422+16.7% | Added |
| Voya Investment Management LLC | 76,051 | $2.64M | 0.00% | +63,239+493.6% | Added |
| Endurance Wealth Management, Inc. | 75,185 | $2.61M | 0.39% | +9,050+13.7% | Added |
| Alaska Permanent Fund Corp | 71,900 | $2.49M | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 70,821 | $2.46M | 0.00% | +5,677+8.7% | Added |
| Wells Fargo & Company | 70,312 | $2.44M | 0.00% | +2,115+3.1% | Added |
| Royal Bank of Canada | 69,141 | $2.40M | 0.00% | −35,709−34.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 68,952 | $2.39M | 0.04% | +7,344+11.9% | Added |
| PDT Partners, LLC | 65,303 | $2.26M | 0.37% | +44,121+208.3% | Added |
| UBS Group AG | 64,997 | $2.25M | 0.00% | −256,199−79.8% | Reduced |
| Commonwealth Equity Services, LLC | 60,978 | $2.11M | 0.01% | +657+1.1% | Added |
| ING Groep NV | 60,600 | $2.10M | 0.02% | +60,600 | New |
| Alps Advisors Inc | 59,026 | $2.05M | 0.02% | +6,045+11.4% | Added |
| Deutsche Bank AG | 57,464 | $1.99M | 0.00% | +291+0.5% | Added |
| M&T Bank Corp | 56,494 | $1.96M | 0.01% | −7,459−11.7% | Reduced |
| Moody Aldrich Partners LLC | 56,268 | $1.95M | 0.40% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,380 | $1.89M | 2.09% | −441−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.87M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,484 | $1.85M | 0.00% | −870−1.6% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.69M | 0.83% | 00.0% | Unchanged |
| Macquarie Group Ltd | 48,240 | $1.67M | 0.00% | −1,470−3.0% | Reduced |
| HighTower Advisors, LLC | 47,399 | $1.64M | 0.00% | +873+1.9% | Added |
| Legal & General Group Plc | 45,599 | $1.58M | 0.00% | −2,560−5.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.56M | 0.13% | +45,000 | New |
| Public Employees Retirement System of Ohio | 44,674 | $1.55M | 0.01% | −175−0.4% | Reduced |
| Secure Asset Management, LLC | 44,418 | $1.54M | 0.55% | +29,329+194.4% | Added |
| Simplex Trading, LLC | 42,541 | $1.47M | 0.07% | +42,184+11,816.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 40,605 | $1.41M | 0.00% | +5,671+16.2% | Added |
| Russell Investments Group, Ltd. | 39,859 | $1.38M | 0.00% | −3,685−8.5% | Reduced |
| Janney Montgomery Scott LLC | 39,106 | $1.36M | 0.01% | +30.0% | Added |
| Colony Group LLC | 37,308 | $1.29M | 0.02% | +13,183+54.6% | Added |
| Jane Street Group, LLC | 36,898 | $1.28M | 0.00% | −14,438−28.1% | Reduced |
| Teza Capital Management LLC | 36,592 | $1.27M | 0.24% | +11,453+45.6% | Added |
| Treasurer of the State of North Carolina | 35,934 | $1.25M | 0.01% | −2,360−6.2% | Reduced |
| Convergence Investment Partners, LLC | 35,544 | $1.23M | 0.73% | +648+1.9% | Added |
| California State Teachers Retirement System | 34,258 | $1.19M | 0.00% | −2,215−6.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 34,200 | $1.19M | 0.01% | +34,200 | New |
| Envestnet Asset Management Inc | 31,320 | $1.09M | 0.00% | +1,581+5.3% | Added |
| LPL Financial LLC | 30,374 | $1.05M | 0.00% | +696+2.3% | Added |
| Janus Henderson Group PLC | 30,346 | $1.05M | 0.00% | +30,346 | New |