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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 30,130 | $1.04M | 0.01% | +13,522+81.4% | Added |
| Amundi | 26,296 | $1.01M | 0.00% | −7,664−22.6% | Reduced |
| First National Trust Co | 28,684 | $994.5K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 28,514 | $988.6K | 0.01% | +28,514 | New |
| Rockefeller Capital Management L.P. | 28,377 | $983.0K | 0.00% | −24,199−46.0% | Reduced |
| North Star Investment Management Corp. | 27,119 | $940.2K | 0.08% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 25,953 | $899.8K | 0.27% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 25,471 | $883.1K | 0.02% | −350−1.4% | Reduced |
| SEI Investments Co | 23,401 | $811.3K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 23,083 | $800.3K | 0.48% | +308+1.4% | Added |
| Argent Trust Co | 22,408 | $776.9K | 0.05% | +22,408 | New |
| CI Private Wealth, LLC | 22,200 | $769.7K | 0.00% | +22,200 | New |
| Truist Financial Corp | 21,801 | $755.8K | 0.00% | +21,801 | New |
| Autumn Glory Partners, LLC | 21,071 | $730.5K | 0.39% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 20,835 | $722.3K | 0.00% | +13,517+184.7% | Added |
| Trexquant Investment LP | 20,409 | $707.6K | 0.02% | +20,409 | New |
| Raymond James & Associates | 20,170 | $699.3K | 0.00% | −820−3.9% | Reduced |
| Citigroup Inc | 19,700 | $683.0K | 0.00% | −209,294−91.4% | Reduced |
| Gilman Hill Asset Management, LLC | 19,610 | $679.9K | 0.14% | −2,250−10.3% | Reduced |
| Stifel Financial Corp | 19,454 | $674.5K | 0.00% | +1,365+7.5% | Added |
| Empire Life Investments Inc. | 18,481 | $641.0K | 0.04% | −44−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,604 | $575.6K | 0.00% | −2,266−12.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,446 | $570.0K | 0.00% | −2,262−12.1% | Reduced |
| TD Private Client Wealth LLC | 16,065 | $557.0K | 0.03% | −4,377−21.4% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $548.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,348 | $532.1K | 0.00% | −102,579−87.0% | Reduced |
| Shay Capital LLC | 15,000 | $520.0K | 0.32% | +15,000 | New |
| Mariner, LLC | 14,853 | $515.0K | 0.00% | +469+3.3% | Added |
| Inspire Advisors, LLC | 14,776 | $512.3K | 0.13% | +4,489+43.6% | Added |
| Gamco Investors, Inc. Et Al | 14,000 | $485.4K | 0.01% | −3,200−18.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,812 | $478.9K | 0.13% | +13,812 | New |
| BNP Paribas Arbitrage, SA | 13,369 | $463.5K | 0.00% | +3,803+39.8% | Added |
| Shulman DeMeo Asset Management LLC | 12,945 | $448.8K | 0.15% | −1,181−8.4% | Reduced |
| Victory Capital Management Inc | 12,286 | $426.0K | 0.00% | −10,523−46.1% | Reduced |
| Advisor Group Holdings, Inc. | 12,085 | $418.8K | 0.00% | −46−0.4% | Reduced |
| Toroso Investments, LLC | 11,382 | $395.0K | 0.02% | +683+6.4% | Added |
| NewEdge Wealth, LLC | 11,052 | $383.2K | 0.02% | −589−5.1% | Reduced |
| Advisors Asset Management, Inc. | 10,436 | $361.8K | 0.01% | −429−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,364 | $359.3K | 0.04% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 10,000 | $346.7K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,744 | $338.0K | 0.27% | −109−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $336.0K | 0.01% | −900−8.5% | Reduced |
| Jeppson Wealth Management, LLC | 9,508 | $329.6K | 0.14% | +1,283+15.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $306.3K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,781 | $304.0K | 0.04% | −5,144−36.9% | Reduced |
| ProShare Advisors LLC | 8,617 | $298.8K | 0.00% | +1,044+13.8% | Added |
| Rothschild Investment Corp | 8,600 | $298.0K | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,900 | $274.0K | 0.00% | −300−3.7% | Reduced |
| EMC Capital Management | 7,870 | $273.0K | 0.25% | +1,068+15.7% | Added |
| Ameriprise Financial Inc | 7,754 | $268.0K | 0.00% | −17−0.2% | Reduced |
| Investors Research Corp | 7,350 | $254.8K | 0.07% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 7,210 | $250.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,822 | $236.5K | 0.05% | +6,822 | New |
| Maryland State Retirement & Pension System | 6,507 | $225.6K | 0.01% | +6,507 | New |
| Stratos Wealth Partners, LTD. | 6,405 | $222.1K | 0.01% | −295−4.4% | Reduced |
| Tocqueville Asset Management L.P. | 6,350 | $220.2K | 0.00% | −12,000−65.4% | Reduced |
| Osborne Partners Capital Management, LLC | 6,215 | $215.5K | 0.02% | −134,819−95.6% | Reduced |
| Algert Global LLC | 6,184 | $214.4K | 0.01% | +6,184 | New |
| Lincoln National Corp | 6,155 | $213.4K | 0.00% | −767−11.1% | Reduced |
| National Bank of Canada | 4,873 | $168.8K | 0.00% | −835−14.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,431 | $119.0K | 0.00% | +550+19.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,346 | $116.0K | 0.00% | −795−19.2% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $102.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,652 | $91.9K | 0.01% | +2,652 | New |
| State of Wyoming | 2,385 | $82.7K | 0.03% | +972+68.8% | Added |
| Covestor Ltd | 1,767 | $61.0K | 0.05% | −278−13.6% | Reduced |
| MetLife Investment Management | 1,710 | $59.3K | 0.00% | −128−7.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,667 | $58.0K | 0.00% | −60−3.5% | Reduced |
| GWM Advisors LLC | 1,648 | $49.3K | 0.00% | +1,648 | New |
| Nomura Asset Management Co Ltd | 1,420 | $49.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 986 | $34.2K | 0.00% | −622−38.7% | Reduced |
| Spire Wealth Management | 980 | $34.0K | 0.00% | +77+8.5% | Added |
| Loomis Sayles & Co L P | 889 | $31.0K | 0.00% | +761+594.5% | Added |
| American International Group, Inc. | 851 | $29.5K | 0.00% | −86−9.2% | Reduced |
| Central Trust Co | 800 | $27.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 745 | $25.8K | 0.00% | −60−7.5% | Reduced |
| CoreCap Advisors, LLC | 715 | $24.8K | 0.00% | +715 | New |
| Proequities, Inc. | 637 | $22.1K | 0.00% | +637 | New |
| Whittier Trust Co | 564 | $19.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 481 | $16.7K | 0.00% | −400−45.4% | Reduced |
| CWM, LLC | 434 | $15.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 305 | $11.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $11.0K | 0.00% | +317 | New |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | −1,630−84.5% | Reduced |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 277 | $9.61K | 0.00% | −80−22.4% | Reduced |
| Signaturefd, LLC | 200 | $6.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $6.93K | 0.00% | +152+316.7% | Added |
| Advisory Services Network, LLC | 149 | $5.17K | 0.00% | +149 | New |
| Denali Advisors LLC | 134 | $4.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $4.37K | 0.00% | +84+200.0% | Added |
| Gradient Investments LLC | 124 | $4.28K | 0.00% | +22+21.6% | Added |
| 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 |
| TD Waterhouse Canada Inc. | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 89 | $3.09K | 0.00% | +24+36.9% | Added |
| PFG Private Wealth Management, LLC | 99 | $3.00K | 0.00% | +19+23.8% | Added |
| Rise Advisors, LLC | 68 | $2.35K | 0.00% | +1+1.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |