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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,861,896 | $64.6M | 0.01% | −23,253−1.2% | Reduced |
| State Street Corp | 1,899,567 | $65.9M | 0.00% | −61,214−3.1% | Reduced |
| Fisher Asset Management, LLC | 2,227,095 | $77.2M | 0.05% | −51,808−2.3% | Reduced |
| Epoch Investment Partners, Inc. | 2,366,162 | $82.0M | 0.49% | −91,025−3.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 2,553,138 | $88.5M | 3.10% | −2,380,724−48.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,773,284 | $96.1M | 0.03% | +253,701+10.1% | Added |
| BlackRock Inc. | 4,893,681 | $169.7M | 0.01% | +223,956+4.8% | Added |
| Ariel Investments, LLC | 7,706,182 | $267.2M | 2.71% | −182,272−2.3% | Reduced |
| FMR LLC | 9,115,971 | $316.1M | 0.03% | −1,477,258−13.9% | Reduced |
| Vanguard Group Inc | 10,218,994 | $354.3M | 0.01% | +153,527+1.5% | Added |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −284,036−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −137,960−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −47,291−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −34,868−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −27,913−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,472−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,591−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,014−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Roosevelt Investment Group LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |