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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | $97 | 0.00% | +35 | New |
| Money Concepts Capital Corp | 4 | $143 | 0.00% | +4 | New |
| Ellevest, Inc. | 14 | $485 | 0.00% | +14 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $998 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 36 | $1.26K | 0.00% | +36 | New |
| Earnest Partners LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $1.77K | 0.00% | −1,500−96.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $2.35K | 0.00% | +1+1.5% | Added |
| PFG Private Wealth Management, LLC | 99 | $3.00K | 0.00% | +19+23.8% | Added |
| US Bancorp | 89 | $3.09K | 0.00% | +24+36.9% | Added |
| Washington Trust Co | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $4.00K | 0.00% | −224−74.9% | Reduced |
| Citizens National Bank Trust Department | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 124 | $4.28K | 0.00% | +22+21.6% | Added |
| Global Retirement Partners, LLC | 126 | $4.37K | 0.00% | +84+200.0% | Added |
| Denali Advisors LLC | 134 | $4.65K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 149 | $5.17K | 0.00% | +149 | New |
| Signaturefd, LLC | 200 | $6.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $6.93K | 0.00% | +152+316.7% | Added |
| Harbour Investments, Inc. | 277 | $9.61K | 0.00% | −80−22.4% | Reduced |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | −1,630−84.5% | Reduced |
| Boyd Watterson Asset Management LLC | 317 | $11.0K | 0.00% | +317 | New |
| City State Bank | 305 | $11.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 434 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 481 | $16.7K | 0.00% | −400−45.4% | Reduced |
| Whittier Trust Co | 564 | $19.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 637 | $22.1K | 0.00% | +637 | New |
| CoreCap Advisors, LLC | 715 | $24.8K | 0.00% | +715 | New |
| Parallel Advisors, LLC | 745 | $25.8K | 0.00% | −60−7.5% | Reduced |
| Central Trust Co | 800 | $27.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 851 | $29.5K | 0.00% | −86−9.2% | Reduced |
| Loomis Sayles & Co L P | 889 | $31.0K | 0.00% | +761+594.5% | Added |
| Spire Wealth Management | 980 | $34.0K | 0.00% | +77+8.5% | Added |
| Geneos Wealth Management Inc. | 986 | $34.2K | 0.00% | −622−38.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $49.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,648 | $49.3K | 0.00% | +1,648 | New |
| Tower Research Capital LLC (TRC) | 1,667 | $58.0K | 0.00% | −60−3.5% | Reduced |
| MetLife Investment Management | 1,710 | $59.3K | 0.00% | −128−7.0% | Reduced |
| Covestor Ltd | 1,767 | $61.0K | 0.05% | −278−13.6% | Reduced |
| State of Wyoming | 2,385 | $82.7K | 0.03% | +972+68.8% | Added |
| Belpointe Asset Management LLC | 2,652 | $91.9K | 0.01% | +2,652 | New |
| AlphaMark Advisors, LLC | 2,950 | $102.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,346 | $116.0K | 0.00% | −795−19.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,431 | $119.0K | 0.00% | +550+19.1% | Added |
| National Bank of Canada | 4,873 | $168.8K | 0.00% | −835−14.6% | Reduced |
| Lincoln National Corp | 6,155 | $213.4K | 0.00% | −767−11.1% | Reduced |
| Algert Global LLC | 6,184 | $214.4K | 0.01% | +6,184 | New |
| Osborne Partners Capital Management, LLC | 6,215 | $215.5K | 0.02% | −134,819−95.6% | Reduced |
| Tocqueville Asset Management L.P. | 6,350 | $220.2K | 0.00% | −12,000−65.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,405 | $222.1K | 0.01% | −295−4.4% | Reduced |
| Maryland State Retirement & Pension System | 6,507 | $225.6K | 0.01% | +6,507 | New |
| XTX Topco Ltd | 6,822 | $236.5K | 0.05% | +6,822 | New |
| GW Henssler & Associates Ltd | 7,210 | $250.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 7,350 | $254.8K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,754 | $268.0K | 0.00% | −17−0.2% | Reduced |
| EMC Capital Management | 7,870 | $273.0K | 0.25% | +1,068+15.7% | Added |
| New York State Teachers Retirement System | 7,900 | $274.0K | 0.00% | −300−3.7% | Reduced |
| Rothschild Investment Corp | 8,600 | $298.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,617 | $298.8K | 0.00% | +1,044+13.8% | Added |
| Virtu Financial LLC | 8,781 | $304.0K | 0.04% | −5,144−36.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $306.3K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,508 | $329.6K | 0.14% | +1,283+15.6% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $336.0K | 0.01% | −900−8.5% | Reduced |
| O'Rourke & Company, Inc | 9,744 | $338.0K | 0.27% | −109−1.1% | Reduced |
| Sweet Financial Partners, LLC | 10,000 | $346.7K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,364 | $359.3K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,436 | $361.8K | 0.01% | −429−3.9% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $383.2K | 0.02% | −589−5.1% | Reduced |
| Toroso Investments, LLC | 11,382 | $395.0K | 0.02% | +683+6.4% | Added |
| Advisor Group Holdings, Inc. | 12,085 | $418.8K | 0.00% | −46−0.4% | Reduced |
| Victory Capital Management Inc | 12,286 | $426.0K | 0.00% | −10,523−46.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 12,945 | $448.8K | 0.15% | −1,181−8.4% | Reduced |
| BNP Paribas Arbitrage, SA | 13,369 | $463.5K | 0.00% | +3,803+39.8% | Added |
| Linden Thomas Advisory Services, LLC | 13,812 | $478.9K | 0.13% | +13,812 | New |
| Gamco Investors, Inc. Et Al | 14,000 | $485.4K | 0.01% | −3,200−18.6% | Reduced |
| Inspire Advisors, LLC | 14,776 | $512.3K | 0.13% | +4,489+43.6% | Added |
| Mariner, LLC | 14,853 | $515.0K | 0.00% | +469+3.3% | Added |
| Shay Capital LLC | 15,000 | $520.0K | 0.32% | +15,000 | New |
| Citadel Advisors LLC | 15,348 | $532.1K | 0.00% | −102,579−87.0% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $548.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 16,065 | $557.0K | 0.03% | −4,377−21.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,446 | $570.0K | 0.00% | −2,262−12.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,604 | $575.6K | 0.00% | −2,266−12.0% | Reduced |
| Empire Life Investments Inc. | 18,481 | $641.0K | 0.04% | −44−0.2% | Reduced |
| Stifel Financial Corp | 19,454 | $674.5K | 0.00% | +1,365+7.5% | Added |
| Gilman Hill Asset Management, LLC | 19,610 | $679.9K | 0.14% | −2,250−10.3% | Reduced |
| Citigroup Inc | 19,700 | $683.0K | 0.00% | −209,294−91.4% | Reduced |
| Raymond James & Associates | 20,170 | $699.3K | 0.00% | −820−3.9% | Reduced |
| Trexquant Investment LP | 20,409 | $707.6K | 0.02% | +20,409 | New |
| Mitsubishi UFJ Trust & Banking Corp | 20,835 | $722.3K | 0.00% | +13,517+184.7% | Added |
| Autumn Glory Partners, LLC | 21,071 | $730.5K | 0.39% | 00.0% | Unchanged |
| Truist Financial Corp | 21,801 | $755.8K | 0.00% | +21,801 | New |
| CI Private Wealth, LLC | 22,200 | $769.7K | 0.00% | +22,200 | New |
| Argent Trust Co | 22,408 | $776.9K | 0.05% | +22,408 | New |