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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $298 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20 | $662 | 0.00% | +20 | New |
| Ellevest, Inc. | 22 | $728 | 0.00% | +8+57.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $965 | 0.00% | +1+3.6% | Added |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $1.66K | 0.00% | −49−49.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $1.69K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 64 | $2.12K | 0.00% | −25−28.1% | Reduced |
| Rise Advisors, LLC | 69 | $2.27K | 0.00% | +1+1.5% | Added |
| Global Retirement Partners, LLC | 92 | $2.74K | 0.00% | −34−27.0% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 101 | $3.34K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $3.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $3.97K | 0.00% | +120 | New |
| Gradient Investments LLC | 124 | $4.10K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 134 | $4.44K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 162 | $5.36K | 0.00% | +13+8.7% | Added |
| GWM Advisors LLC | 225 | $7.45K | 0.00% | −1,423−86.3% | Reduced |
| Quent Capital, LLC | 245 | $8.11K | 0.00% | +45+22.5% | Added |
| WealthPLAN Partners, LLC | 250 | $8.28K | 0.00% | +250 | New |
| Harbour Investments, Inc. | 279 | $9.22K | 0.00% | +2+0.7% | Added |
| City State Bank | 305 | $10.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 307 | $10.2K | 0.00% | −673−68.7% | Reduced |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $11.6K | 0.00% | +350 | New |
| Parallel Advisors, LLC | 435 | $14.4K | 0.00% | −310−41.6% | Reduced |
| Huntington National Bank | 481 | $15.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 525 | $17.4K | 0.00% | −112−17.6% | Reduced |
| Whittier Trust Co | 533 | $17.6K | 0.00% | −31−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 532 | $18.0K | 0.00% | −1,135−68.1% | Reduced |
| Geneos Wealth Management Inc. | 786 | $26.0K | 0.00% | −200−20.3% | Reduced |
| Central Trust Co | 800 | $26.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 833 | $27.6K | 0.00% | −18−2.1% | Reduced |
| Loomis Sayles & Co L P | 864 | $29.0K | 0.00% | −25−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $47.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,461 | $48.0K | 0.00% | +1,461 | New |
| MetLife Investment Management | 1,714 | $56.8K | 0.00% | +4+0.2% | Added |
| Covestor Ltd | 1,760 | $58.0K | 0.05% | −7−0.4% | Reduced |
| CWM, LLC | 1,815 | $60.0K | 0.00% | +1,381+318.2% | Added |
| Belpointe Asset Management LLC | 2,652 | $87.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $98.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,057 | $101.2K | 0.00% | +3,057 | New |
| State of Wyoming | 3,210 | $106.3K | 0.03% | +825+34.6% | Added |
| Counterpoint Mutual Funds LLC | 3,410 | $112.9K | 0.10% | +3,410 | New |
| Northwestern Mutual Wealth Management Co | 3,531 | $116.9K | 0.00% | +185+5.5% | Added |
| The PNC Financial Services Group, Inc. | 3,631 | $120.2K | 0.00% | +200+5.8% | Added |
| National Bank of Canada | 4,445 | $147.0K | 0.00% | −428−8.8% | Reduced |
| Tocqueville Asset Management L.P. | 6,350 | $210.2K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 6,375 | $211.1K | 0.24% | +6,375 | New |
| Maryland State Retirement & Pension System | 6,507 | $215.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7,000 | $231.8K | 0.06% | −350−4.8% | Reduced |
| Citigroup Inc | 7,231 | $239.4K | 0.00% | −12,469−63.3% | Reduced |
| GW Henssler & Associates Ltd | 7,284 | $241.2K | 0.02% | +74+1.0% | Added |
| New York State Teachers Retirement System | 7,381 | $244.0K | 0.00% | −519−6.6% | Reduced |
| EMC Capital Management | 7,870 | $261.0K | 0.22% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,942 | $263.0K | 0.00% | +188+2.4% | Added |
| HSBC Holdings PLC | 8,484 | $277.2K | 0.00% | −75,403−89.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $284.5K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,600 | $285.0K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 9,233 | $305.7K | 0.00% | −24,967−73.0% | Reduced |
| Jeppson Wealth Management, LLC | 9,493 | $314.3K | 0.14% | −15−0.2% | Reduced |
| TD Private Client Wealth LLC | 9,548 | $316.1K | 0.01% | −6,517−40.6% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $321.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,778 | $324.0K | 0.25% | +34+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 9,850 | $326.1K | 0.01% | +9,850 | New |
| Sweet Financial Partners, LLC | 10,000 | $331.1K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,262 | $339.8K | 0.07% | +3,440+50.4% | Added |
| Advisors Asset Management, Inc. | 10,398 | $344.3K | 0.01% | −38−0.4% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $365.9K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,875 | $393.2K | 0.12% | +11,875 | New |
| Toroso Investments, LLC | 12,013 | $398.0K | 0.01% | +631+5.5% | Added |
| Signaturefd, LLC | 12,203 | $404.0K | 0.01% | +12,003+6,001.5% | Added |
| Susquehanna Fundamental Investments, LLC | 12,342 | $408.6K | 0.01% | −56,610−82.1% | Reduced |
| Advisor Group Holdings, Inc. | 12,601 | $417.2K | 0.00% | +516+4.3% | Added |
| Mariner, LLC | 12,612 | $418.0K | 0.00% | −2,241−15.1% | Reduced |
| Russell Investments Group, Ltd. | 13,041 | $431.8K | 0.00% | −26,818−67.3% | Reduced |
| Virtu Financial LLC | 13,039 | $432.0K | 0.05% | +4,258+48.5% | Added |
| Shulman DeMeo Asset Management LLC | 13,059 | $432.4K | 0.14% | +114+0.9% | Added |
| Amalgamated Bank | 13,602 | $450.0K | 0.00% | −16,528−54.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,460 | $479.0K | 0.00% | −1,986−12.1% | Reduced |
| New York Life Investment Management LLC | 14,482 | $479.5K | 0.01% | +14,482 | New |
| Jacobs Levy Equity Management, Inc | 15,596 | $516.4K | 0.00% | +15,596 | New |
| Dark Forest Capital Management LP | 15,767 | $522.0K | 0.12% | +15,767 | New |
| Handelsbanken Fonder AB | 15,800 | $523.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,402 | $543.1K | 0.00% | −202−1.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 16,538 | $547.6K | 0.14% | +2,726+19.7% | Added |
| Rockefeller Capital Management L.P. | 17,937 | $593.0K | 0.00% | −10,440−36.8% | Reduced |
| Oppenheimer & Co Inc | 18,005 | $596.1K | 0.01% | −7,466−29.3% | Reduced |
| Crossmark Global Holdings, Inc. | 18,759 | $622.0K | 0.01% | +18,759 | New |
| Empire Life Investments Inc. | 18,876 | $625.0K | 0.04% | +395+2.1% | Added |
| Raymond James & Associates | 19,177 | $635.0K | 0.00% | −993−4.9% | Reduced |
| Inspire Advisors, LLC | 20,212 | $669.2K | 0.15% | +5,436+36.8% | Added |
| Gilman Hill Asset Management, LLC | 20,625 | $682.9K | 0.14% | +1,015+5.2% | Added |
| Autumn Glory Partners, LLC | 21,071 | $697.7K | 0.60% | 00.0% | Unchanged |