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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 23,083 | $800.3K | 0.48% | +308+1.4% | Added |
| SEI Investments Co | 23,401 | $811.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 25,471 | $883.1K | 0.02% | −350−1.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,953 | $899.8K | 0.27% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27,119 | $940.2K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 28,377 | $983.0K | 0.00% | −24,199−46.0% | Reduced |
| D.A. Davidson & Co. | 28,514 | $988.6K | 0.01% | +28,514 | New |
| First National Trust Co | 28,684 | $994.5K | 0.05% | 00.0% | Unchanged |
| Amundi | 26,296 | $1.01M | 0.00% | −7,664−22.6% | Reduced |
| Amalgamated Bank | 30,130 | $1.04M | 0.01% | +13,522+81.4% | Added |
| Janus Henderson Group PLC | 30,346 | $1.05M | 0.00% | +30,346 | New |
| LPL Financial LLC | 30,374 | $1.05M | 0.00% | +696+2.3% | Added |
| Envestnet Asset Management Inc | 31,320 | $1.09M | 0.00% | +1,581+5.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 34,200 | $1.19M | 0.01% | +34,200 | New |
| California State Teachers Retirement System | 34,258 | $1.19M | 0.00% | −2,215−6.1% | Reduced |
| Convergence Investment Partners, LLC | 35,544 | $1.23M | 0.73% | +648+1.9% | Added |
| Treasurer of the State of North Carolina | 35,934 | $1.25M | 0.01% | −2,360−6.2% | Reduced |
| Teza Capital Management LLC | 36,592 | $1.27M | 0.24% | +11,453+45.6% | Added |
| Jane Street Group, LLC | 36,898 | $1.28M | 0.00% | −14,438−28.1% | Reduced |
| Colony Group LLC | 37,308 | $1.29M | 0.02% | +13,183+54.6% | Added |
| Janney Montgomery Scott LLC | 39,106 | $1.36M | 0.01% | +30.0% | Added |
| Russell Investments Group, Ltd. | 39,859 | $1.38M | 0.00% | −3,685−8.5% | Reduced |
| American Century Companies Inc | 40,605 | $1.41M | 0.00% | +5,671+16.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42,541 | $1.47M | 0.07% | +42,184+11,816.2% | Added |
| Secure Asset Management, LLC | 44,418 | $1.54M | 0.55% | +29,329+194.4% | Added |
| Public Employees Retirement System of Ohio | 44,674 | $1.55M | 0.01% | −175−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.56M | 0.13% | +45,000 | New |
| Legal & General Group Plc | 45,599 | $1.58M | 0.00% | −2,560−5.3% | Reduced |
| HighTower Advisors, LLC | 47,399 | $1.64M | 0.00% | +873+1.9% | Added |
| Macquarie Group Ltd | 48,240 | $1.67M | 0.00% | −1,470−3.0% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.69M | 0.83% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,484 | $1.85M | 0.00% | −870−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.87M | 0.04% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,380 | $1.89M | 2.09% | −441−0.8% | Reduced |
| Moody Aldrich Partners LLC | 56,268 | $1.95M | 0.40% | 00.0% | Unchanged |
| M&T Bank Corp | 56,494 | $1.96M | 0.01% | −7,459−11.7% | Reduced |
| Deutsche Bank AG | 57,464 | $1.99M | 0.00% | +291+0.5% | Added |
| Alps Advisors Inc | 59,026 | $2.05M | 0.02% | +6,045+11.4% | Added |
| ING Groep NV | 60,600 | $2.10M | 0.02% | +60,600 | New |
| Commonwealth Equity Services, LLC | 60,978 | $2.11M | 0.01% | +657+1.1% | Added |
| UBS Group AG | 64,997 | $2.25M | 0.00% | −256,199−79.8% | Reduced |
| PDT Partners, LLC | 65,303 | $2.26M | 0.37% | +44,121+208.3% | Added |
| Susquehanna Fundamental Investments, LLC | 68,952 | $2.39M | 0.04% | +7,344+11.9% | Added |
| Royal Bank of Canada | 69,141 | $2.40M | 0.00% | −35,709−34.1% | Reduced |
| Wells Fargo & Company | 70,312 | $2.44M | 0.00% | +2,115+3.1% | Added |
| Goldman Sachs Group Inc | 70,821 | $2.46M | 0.00% | +5,677+8.7% | Added |
| Alaska Permanent Fund Corp | 71,900 | $2.49M | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 75,185 | $2.61M | 0.39% | +9,050+13.7% | Added |
| Voya Investment Management LLC | 76,051 | $2.64M | 0.00% | +63,239+493.6% | Added |
| Susquehanna International Group, LLP | 79,716 | $2.76M | 0.01% | +11,422+16.7% | Added |
| HSBC Holdings PLC | 83,887 | $2.87M | 0.00% | +83,887 | New |
| Cyndeo Wealth Partners, LLC | 85,580 | $2.97M | 0.35% | +85,580 | New |
| Crawford Investment Counsel Inc | 88,259 | $3.06M | 0.07% | −4,370−4.7% | Reduced |
| Aviva PLC | 89,112 | $3.09M | 0.02% | +279+0.3% | Added |
| New York State Common Retirement Fund | 92,681 | $3.21M | 0.00% | +5,921+6.8% | Added |
| Globeflex Capital L P | 93,275 | $3.23M | 0.41% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,814 | $3.39M | 0.01% | +5,700+6.3% | Added |
| Rhumbline Advisers | 98,779 | $3.42M | 0.00% | +3,734+3.9% | Added |
| STRS Ohio | 110,000 | $3.81M | 0.02% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 118,389 | $4.10M | 2.44% | +7,453+6.7% | Added |
| Redwood Grove Capital, LLC | 118,466 | $4.11M | 2.04% | 00.0% | Unchanged |
| Bank of America Corp | 119,292 | $4.14M | 0.00% | −59,608−33.3% | Reduced |
| State Board of Administration of Florida Retirement System | 120,342 | $4.17M | 0.01% | −8,910−6.9% | Reduced |
| TD Asset Management Inc | 125,258 | $4.34M | 0.01% | +10,405+9.1% | Added |
| UBS Asset Management Americas Inc | 127,140 | $4.41M | 0.00% | −53,835−29.7% | Reduced |
| Miller Value Partners, LLC | 127,200 | $4.41M | 0.28% | −10,000−7.3% | Reduced |
| Franklin Resources Inc | 128,460 | $4.45M | 0.00% | +22,026+20.7% | Added |
| JPMorgan Chase & Co | 134,228 | $4.65M | 0.00% | −3,647−2.6% | Reduced |
| State of Alaska, Department of Revenue | 149,165 | $5.17M | 0.06% | +133,417+847.2% | Added |
| Foundry Partners, LLC | 155,725 | $5.40M | 0.30% | +16,600+11.9% | Added |
| Swedbank AB | 160,800 | $5.57M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 169,678 | $5.88M | 0.00% | −3,064,126−94.8% | Reduced |
| First Washington CORP | 177,321 | $6.15M | 3.01% | +21,358+13.7% | Added |
| Bank of Nova Scotia | 189,800 | $6.58M | 0.02% | +189,800 | New |
| Principal Financial Group Inc | 200,035 | $6.94M | 0.01% | −2,715−1.3% | Reduced |
| California Public Employees Retirement System | 228,178 | $7.91M | 0.01% | +4,617+2.1% | Added |
| Nuveen Asset Management, LLC | 243,331 | $8.44M | 0.00% | −16,543−6.4% | Reduced |
| Brandywine Global Investment Management, LLC | 249,134 | $8.64M | 0.07% | −1,638−0.7% | Reduced |
| Panagora Asset Management Inc | 261,493 | $9.07M | 0.06% | +59,197+29.3% | Added |
| Bank of New York Mellon Corp | 278,180 | $9.64M | 0.00% | −13,018−4.5% | Reduced |
| Barclays PLC | 285,874 | $9.91M | 0.01% | +272,455+2,030.4% | Added |
| Hosking Partners LLP | 291,824 | $10.1M | 0.41% | −30,997−9.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 335,810 | $11.6M | 0.12% | +78,800+30.7% | Added |
| Federated Hermes, Inc. | 359,710 | $12.5M | 0.03% | −56,042−13.5% | Reduced |
| Invesco Ltd. | 380,440 | $13.2M | 0.00% | +87,241+29.8% | Added |
| Qube Research & Technologies Ltd | 381,518 | $13.2M | 0.08% | +355,688+1,377.0% | Added |
| Northern Trust Corp | 394,279 | $13.7M | 0.00% | −24,877−5.9% | Reduced |
| Third Avenue Management LLC | 456,286 | $15.8M | 2.75% | −4,447−1.0% | Reduced |
| Two Sigma Investments, LP | 460,173 | $16.0M | 0.05% | +81,078+21.4% | Added |
| Todd Asset Management LLC | 483,830 | $16.8M | 0.41% | +82,646+20.6% | Added |
| Royce & Associates LP | 525,059 | $18.2M | 0.19% | −22,350−4.1% | Reduced |
| Two Sigma Advisers, LP | 543,600 | $18.8M | 0.05% | +176,000+47.9% | Added |
| Jennison Associates LLC | 583,229 | $20.2M | 0.02% | −154,229−20.9% | Reduced |
| First Trust Advisors LP | 679,335 | $23.6M | 0.03% | −46,217−6.4% | Reduced |
| Norges Bank | 841,956 | $29.2M | 0.01% | −17,528−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,001,853 | $34.7M | 0.01% | −284,138−22.1% | Reduced |
| RWC Asset Management LLP | 1,095,904 | $38.0M | 1.19% | −1,009,875−48.0% | Reduced |
| Morgan Stanley | 1,208,955 | $41.9M | 0.00% | −213,956−15.0% | Reduced |
| LSV Asset Management | 1,387,105 | $48.1M | 0.11% | −56,645−3.9% | Reduced |