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, Q1 2023
Institutional positions in Lazard, Inc. as of Mar 31, 2023. 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
- +2 vs. Q4 2022
- Shares held
- 63.8M
- −904.9K (−1.4%) vs. Q4 2022
- Total value
- $2.11B
- −$133.7M (−6.0%) vs. Q4 2022
- New holders
- 21
- 73 more added
- Sold out
- 19
- 74 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,375,477 | $343.5M | 0.01% | +156,483+1.5% | Added |
| FMR LLC | 9,265,170 | $306.8M | 0.03% | +149,199+1.6% | Added |
| Ariel Investments, LLC | 7,378,747 | $244.3M | 2.35% | −327,435−4.2% | Reduced |
| BlackRock Inc. | 4,821,030 | $159.6M | 0.00% | −72,651−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,636,941 | $87.3M | 0.03% | −136,343−4.9% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 2,281,195 | $75.5M | 2.55% | −271,943−10.7% | Reduced |
| Epoch Investment Partners, Inc. | 2,238,605 | $74.1M | 0.44% | −127,557−5.4% | Reduced |
| Fisher Asset Management, LLC | 2,098,798 | $69.5M | 0.04% | −128,297−5.8% | Reduced |
| State Street Corp | 2,037,301 | $67.5M | 0.00% | +137,734+7.3% | Added |
| Geode Capital Management, LLC | 1,829,956 | $60.6M | 0.01% | −31,940−1.7% | Reduced |
| LSV Asset Management | 1,107,307 | $36.7M | 0.08% | −279,798−20.2% | Reduced |
| RWC Asset Management LLP | 1,052,934 | $34.9M | 1.07% | −42,970−3.9% | Reduced |
| Dimensional Fund Advisors LP | 922,576 | $30.5M | 0.01% | −79,277−7.9% | Reduced |
| Norges Bank | 841,956 | $27.9M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 719,574 | $23.8M | 0.00% | −489,381−40.5% | Reduced |
| First Trust Advisors LP | 652,609 | $21.6M | 0.02% | −26,726−3.9% | Reduced |
| Third Avenue Management LLC | 547,950 | $18.1M | 3.10% | +91,664+20.1% | Added |
| Royce & Associates LP | 544,259 | $18.0M | 0.18% | +19,200+3.7% | Added |
| Jennison Associates LLC | 508,563 | $16.8M | 0.02% | −74,666−12.8% | Reduced |
| Todd Asset Management LLC | 485,930 | $16.1M | 0.39% | +2,100+0.4% | Added |
| Two Sigma Advisers, LP | 473,100 | $15.7M | 0.04% | −70,500−13.0% | Reduced |
| Qube Research & Technologies Ltd | 436,920 | $14.5M | 0.08% | +55,402+14.5% | Added |
| Northern Trust Corp | 391,024 | $12.9M | 0.00% | −3,255−0.8% | Reduced |
| JPMorgan Chase & Co | 363,054 | $12.0M | 0.00% | +228,826+170.5% | Added |
| Federated Hermes, Inc. | 362,261 | $12.0M | 0.03% | +2,551+0.7% | Added |
| Invenomic Capital Management LP | 339,048 | $11.2M | 0.64% | +339,048 | New |
| Teachers Retirement System of the State of Kentucky | 337,910 | $11.2M | 0.11% | +2,100+0.6% | Added |
| Brandywine Global Investment Management, LLC | 322,747 | $10.7M | 0.09% | +73,613+29.5% | Added |
| Victory Capital Management Inc | 310,094 | $10.3M | 0.01% | +297,808+2,424.0% | Added |
| Panagora Asset Management Inc | 306,269 | $10.1M | 0.06% | +44,776+17.1% | Added |
| Bank of New York Mellon Corp | 250,558 | $8.30M | 0.00% | −27,622−9.9% | Reduced |
| Invesco Ltd. | 228,531 | $7.57M | 0.00% | −151,909−39.9% | Reduced |
| Two Sigma Investments, LP | 227,730 | $7.54M | 0.02% | −232,443−50.5% | Reduced |
| Nuveen Asset Management, LLC | 225,089 | $7.45M | 0.00% | −18,242−7.5% | Reduced |
| Barclays PLC | 221,957 | $7.35M | 0.01% | −63,917−22.4% | Reduced |
| Mackenzie Financial Corp | 211,300 | $7.00M | 0.01% | +211,300 | New |
| Bank of America Corp | 209,294 | $6.93M | 0.00% | +90,002+75.4% | Added |
| Principal Financial Group Inc | 201,177 | $6.66M | 0.00% | +1,142+0.6% | Added |
| Citadel Advisors LLC | 198,847 | $6.58M | 0.01% | +183,499+1,195.6% | Added |
| Hosking Partners LLP | 189,435 | $6.27M | 0.29% | −102,389−35.1% | Reduced |
| California Public Employees Retirement System | 181,155 | $6.00M | 0.01% | −47,023−20.6% | Reduced |
| Susquehanna International Group, LLP | 170,525 | $5.65M | 0.01% | +90,809+113.9% | Added |
| Foundry Partners, LLC | 164,321 | $5.44M | 0.34% | +8,596+5.5% | Added |
| Swedbank AB | 160,800 | $5.32M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 152,590 | $5.05M | 0.00% | −17,088−10.1% | Reduced |
| STRS Ohio | 149,265 | $4.94M | 0.02% | +39,265+35.7% | Added |
| State of Alaska, Department of Revenue | 149,165 | $4.94M | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 143,240 | $4.74M | 0.00% | +16,100+12.7% | Added |
| Deutsche Bank AG | 134,025 | $4.44M | 0.00% | +76,561+133.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 121,340 | $4.02M | 1.98% | +2,951+2.5% | Added |
| State Board of Administration of Florida Retirement System | 120,342 | $3.98M | 0.01% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 118,466 | $3.92M | 1.87% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 117,200 | $3.88M | 0.24% | −10,000−7.9% | Reduced |
| TD Asset Management Inc | 114,757 | $3.80M | 0.00% | −10,501−8.4% | Reduced |
| Globeflex Capital L P | 110,516 | $3.66M | 0.45% | +17,241+18.5% | Added |
| Cyndeo Wealth Partners, LLC | 105,322 | $3.49M | 0.38% | +19,742+23.1% | Added |
| Crawford Investment Counsel Inc | 98,259 | $3.25M | 0.07% | +10,000+11.3% | Added |
| Rhumbline Advisers | 96,555 | $3.20M | 0.00% | −2,224−2.3% | Reduced |
| PDT Partners, LLC | 94,598 | $3.13M | 0.42% | +29,295+44.9% | Added |
| Franklin Resources Inc | 92,692 | $3.07M | 0.00% | −35,768−27.8% | Reduced |
| American Century Companies Inc | 91,047 | $3.01M | 0.00% | +50,442+124.2% | Added |
| New York State Common Retirement Fund | 89,974 | $2.98M | 0.00% | −2,707−2.9% | Reduced |
| SG Americas Securities, LLC | 88,609 | $2.93M | 0.04% | +88,609 | New |
| Endurance Wealth Management, Inc. | 85,500 | $2.83M | 0.40% | +10,315+13.7% | Added |
| Wells Fargo & Company | 81,317 | $2.69M | 0.00% | +11,005+15.7% | Added |
| UBS Group AG | 77,454 | $2.56M | 0.00% | +12,457+19.2% | Added |
| Voya Investment Management LLC | 74,534 | $2.47M | 0.00% | −1,517−2.0% | Reduced |
| ING Groep NV | 68,900 | $2.28M | 0.02% | +8,300+13.7% | Added |
| Goldman Sachs Group Inc | 66,653 | $2.21M | 0.00% | −4,168−5.9% | Reduced |
| Alps Advisors Inc | 66,328 | $2.20M | 0.02% | +7,302+12.4% | Added |
| Royal Bank of Canada | 65,102 | $2.15M | 0.00% | −4,039−5.8% | Reduced |
| M&T Bank Corp | 62,961 | $2.08M | 0.01% | +6,467+11.4% | Added |
| Commonwealth Equity Services, LLC | 57,370 | $1.90M | 0.00% | −3,608−5.9% | Reduced |
| Jane Street Group, LLC | 56,855 | $1.88M | 0.00% | +19,957+54.1% | Added |
| Moody Aldrich Partners LLC | 56,268 | $1.86M | 0.38% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 55,659 | $1.84M | 1.86% | +1,279+2.4% | Added |
| Illinois Municipal Retirement Fund | 53,826 | $1.78M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 51,882 | $1.72M | 0.01% | +7,208+16.1% | Added |
| First Washington CORP | 50,000 | $1.66M | 0.82% | −127,321−71.8% | Reduced |
| Truist Financial Corp | 48,771 | $1.61M | 0.00% | +26,970+123.7% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.61M | 0.72% | 00.0% | Unchanged |
| Macquarie Group Ltd | 47,910 | $1.59M | 0.00% | −330−0.7% | Reduced |
| Secure Asset Management, LLC | 46,632 | $1.54M | 0.52% | +2,214+5.0% | Added |
| HBK Investments L P | 46,196 | $1.53M | 0.06% | +46,196 | New |
| Legal & General Group Plc | 45,875 | $1.52M | 0.00% | +276+0.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.49M | 0.16% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.39M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,171 | $1.37M | 0.00% | −6,228−13.1% | Reduced |
| BlueCrest Capital Management Ltd | 40,641 | $1.35M | 0.14% | +40,641 | New |
| Treasurer of the State of North Carolina | 40,314 | $1.33M | 0.01% | +4,380+12.2% | Added |
| Alliancebernstein L.P. | 39,397 | $1.30M | 0.00% | −14,087−26.3% | Reduced |
| Janney Montgomery Scott LLC | 38,072 | $1.26M | 0.01% | −1,034−2.6% | Reduced |
| Convergence Investment Partners, LLC | 36,303 | $1.20M | 0.71% | +759+2.1% | Added |
| California State Teachers Retirement System | 31,936 | $1.06M | 0.00% | −2,322−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 30,991 | $1.03M | 0.00% | +10,156+48.7% | Added |
| LPL Financial LLC | 29,823 | $987.5K | 0.00% | −551−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 29,201 | $966.8K | 0.00% | +15,832+118.4% | Added |
| First National Trust Co | 28,684 | $949.7K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 28,620 | $947.6K | 0.06% | +6,212+27.7% | Added |
| North Star Investment Management Corp. | 26,319 | $871.4K | 0.07% | −800−2.9% | Reduced |