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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 21,581 | $714.5K | 0.15% | −15,011−41.0% | Reduced |
| Envestnet Asset Management Inc | 103,392 | $721.3K | 0.00% | +72,072+230.1% | Added |
| SummerHaven Investment Management, LLC | 23,577 | $780.6K | 0.45% | +494+2.1% | Added |
| SEI Investments Co | 24,210 | $801.6K | 0.00% | +809+3.5% | Added |
| CI Private Wealth, LLC | 25,175 | $833.5K | 0.00% | +2,975+13.4% | Added |
| Colony Group LLC | 25,299 | $838.0K | 0.01% | −12,009−32.2% | Reduced |
| Stifel Financial Corp | 25,688 | $850.5K | 0.00% | +6,234+32.0% | Added |
| Jackson Hole Capital Partners, LLC | 25,897 | $857.5K | 0.23% | −56−0.2% | Reduced |
| Jump Financial, LLC | 26,025 | $861.7K | 0.04% | +26,025 | New |
| North Star Investment Management Corp. | 26,319 | $871.4K | 0.07% | −800−2.9% | Reduced |
| Argent Trust Co | 28,620 | $947.6K | 0.06% | +6,212+27.7% | Added |
| First National Trust Co | 28,684 | $949.7K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,201 | $966.8K | 0.00% | +15,832+118.4% | Added |
| LPL Financial LLC | 29,823 | $987.5K | 0.00% | −551−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 30,991 | $1.03M | 0.00% | +10,156+48.7% | Added |
| California State Teachers Retirement System | 31,936 | $1.06M | 0.00% | −2,322−6.8% | Reduced |
| Convergence Investment Partners, LLC | 36,303 | $1.20M | 0.71% | +759+2.1% | Added |
| Janney Montgomery Scott LLC | 38,072 | $1.26M | 0.01% | −1,034−2.6% | Reduced |
| Alliancebernstein L.P. | 39,397 | $1.30M | 0.00% | −14,087−26.3% | Reduced |
| Treasurer of the State of North Carolina | 40,314 | $1.33M | 0.01% | +4,380+12.2% | Added |
| BlueCrest Capital Management Ltd | 40,641 | $1.35M | 0.14% | +40,641 | New |
| HighTower Advisors, LLC | 41,171 | $1.37M | 0.00% | −6,228−13.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.39M | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.49M | 0.16% | 00.0% | Unchanged |
| Legal & General Group Plc | 45,875 | $1.52M | 0.00% | +276+0.6% | Added |
| HBK Investments L P | 46,196 | $1.53M | 0.06% | +46,196 | New |
| Secure Asset Management, LLC | 46,632 | $1.54M | 0.52% | +2,214+5.0% | Added |
| Macquarie Group Ltd | 47,910 | $1.59M | 0.00% | −330−0.7% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.61M | 0.72% | 00.0% | Unchanged |
| Truist Financial Corp | 48,771 | $1.61M | 0.00% | +26,970+123.7% | Added |
| First Washington CORP | 50,000 | $1.66M | 0.82% | −127,321−71.8% | Reduced |
| Public Employees Retirement System of Ohio | 51,882 | $1.72M | 0.01% | +7,208+16.1% | Added |
| Illinois Municipal Retirement Fund | 53,826 | $1.78M | 0.04% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 55,659 | $1.84M | 1.86% | +1,279+2.4% | Added |
| Moody Aldrich Partners LLC | 56,268 | $1.86M | 0.38% | 00.0% | Unchanged |
| Jane Street Group, LLC | 56,855 | $1.88M | 0.00% | +19,957+54.1% | Added |
| Commonwealth Equity Services, LLC | 57,370 | $1.90M | 0.00% | −3,608−5.9% | Reduced |
| M&T Bank Corp | 62,961 | $2.08M | 0.01% | +6,467+11.4% | Added |
| Royal Bank of Canada | 65,102 | $2.15M | 0.00% | −4,039−5.8% | Reduced |
| Alps Advisors Inc | 66,328 | $2.20M | 0.02% | +7,302+12.4% | Added |
| Goldman Sachs Group Inc | 66,653 | $2.21M | 0.00% | −4,168−5.9% | Reduced |
| ING Groep NV | 68,900 | $2.28M | 0.02% | +8,300+13.7% | Added |
| Voya Investment Management LLC | 74,534 | $2.47M | 0.00% | −1,517−2.0% | Reduced |
| UBS Group AG | 77,454 | $2.56M | 0.00% | +12,457+19.2% | Added |
| Wells Fargo & Company | 81,317 | $2.69M | 0.00% | +11,005+15.7% | Added |
| Endurance Wealth Management, Inc. | 85,500 | $2.83M | 0.40% | +10,315+13.7% | Added |
| SG Americas Securities, LLC | 88,609 | $2.93M | 0.04% | +88,609 | New |
| New York State Common Retirement Fund | 89,974 | $2.98M | 0.00% | −2,707−2.9% | Reduced |
| American Century Companies Inc | 91,047 | $3.01M | 0.00% | +50,442+124.2% | Added |
| Franklin Resources Inc | 92,692 | $3.07M | 0.00% | −35,768−27.8% | Reduced |
| PDT Partners, LLC | 94,598 | $3.13M | 0.42% | +29,295+44.9% | Added |
| Rhumbline Advisers | 96,555 | $3.20M | 0.00% | −2,224−2.3% | Reduced |
| Crawford Investment Counsel Inc | 98,259 | $3.25M | 0.07% | +10,000+11.3% | Added |
| Cyndeo Wealth Partners, LLC | 105,322 | $3.49M | 0.38% | +19,742+23.1% | Added |
| Globeflex Capital L P | 110,516 | $3.66M | 0.45% | +17,241+18.5% | Added |
| TD Asset Management Inc | 114,757 | $3.80M | 0.00% | −10,501−8.4% | Reduced |
| Miller Value Partners, LLC | 117,200 | $3.88M | 0.24% | −10,000−7.9% | Reduced |
| Redwood Grove Capital, LLC | 118,466 | $3.92M | 1.87% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 120,342 | $3.98M | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 121,340 | $4.02M | 1.98% | +2,951+2.5% | Added |
| Deutsche Bank AG | 134,025 | $4.44M | 0.00% | +76,561+133.2% | Added |
| UBS Asset Management Americas Inc | 143,240 | $4.74M | 0.00% | +16,100+12.7% | Added |
| State of Alaska, Department of Revenue | 149,165 | $4.94M | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 149,265 | $4.94M | 0.02% | +39,265+35.7% | Added |
| Price T Rowe Associates Inc | 152,590 | $5.05M | 0.00% | −17,088−10.1% | Reduced |
| Swedbank AB | 160,800 | $5.32M | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 164,321 | $5.44M | 0.34% | +8,596+5.5% | Added |
| Susquehanna International Group, LLP | 170,525 | $5.65M | 0.01% | +90,809+113.9% | Added |
| California Public Employees Retirement System | 181,155 | $6.00M | 0.01% | −47,023−20.6% | Reduced |
| Hosking Partners LLP | 189,435 | $6.27M | 0.29% | −102,389−35.1% | Reduced |
| Citadel Advisors LLC | 198,847 | $6.58M | 0.01% | +183,499+1,195.6% | Added |
| Principal Financial Group Inc | 201,177 | $6.66M | 0.00% | +1,142+0.6% | Added |
| Bank of America Corp | 209,294 | $6.93M | 0.00% | +90,002+75.4% | Added |
| Mackenzie Financial Corp | 211,300 | $7.00M | 0.01% | +211,300 | New |
| Barclays PLC | 221,957 | $7.35M | 0.01% | −63,917−22.4% | Reduced |
| Nuveen Asset Management, LLC | 225,089 | $7.45M | 0.00% | −18,242−7.5% | Reduced |
| Two Sigma Investments, LP | 227,730 | $7.54M | 0.02% | −232,443−50.5% | Reduced |
| Invesco Ltd. | 228,531 | $7.57M | 0.00% | −151,909−39.9% | Reduced |
| Bank of New York Mellon Corp | 250,558 | $8.30M | 0.00% | −27,622−9.9% | Reduced |
| Panagora Asset Management Inc | 306,269 | $10.1M | 0.06% | +44,776+17.1% | Added |
| Victory Capital Management Inc | 310,094 | $10.3M | 0.01% | +297,808+2,424.0% | Added |
| Brandywine Global Investment Management, LLC | 322,747 | $10.7M | 0.09% | +73,613+29.5% | Added |
| Teachers Retirement System of the State of Kentucky | 337,910 | $11.2M | 0.11% | +2,100+0.6% | Added |
| Invenomic Capital Management LP | 339,048 | $11.2M | 0.64% | +339,048 | New |
| Federated Hermes, Inc. | 362,261 | $12.0M | 0.03% | +2,551+0.7% | Added |
| JPMorgan Chase & Co | 363,054 | $12.0M | 0.00% | +228,826+170.5% | Added |
| Northern Trust Corp | 391,024 | $12.9M | 0.00% | −3,255−0.8% | Reduced |
| Qube Research & Technologies Ltd | 436,920 | $14.5M | 0.08% | +55,402+14.5% | Added |
| Two Sigma Advisers, LP | 473,100 | $15.7M | 0.04% | −70,500−13.0% | Reduced |
| Todd Asset Management LLC | 485,930 | $16.1M | 0.39% | +2,100+0.4% | Added |
| Jennison Associates LLC | 508,563 | $16.8M | 0.02% | −74,666−12.8% | Reduced |
| Royce & Associates LP | 544,259 | $18.0M | 0.18% | +19,200+3.7% | Added |
| Third Avenue Management LLC | 547,950 | $18.1M | 3.10% | +91,664+20.1% | Added |
| First Trust Advisors LP | 652,609 | $21.6M | 0.02% | −26,726−3.9% | Reduced |
| Morgan Stanley | 719,574 | $23.8M | 0.00% | −489,381−40.5% | Reduced |
| Norges Bank | 841,956 | $27.9M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 922,576 | $30.5M | 0.01% | −79,277−7.9% | Reduced |
| RWC Asset Management LLP | 1,052,934 | $34.9M | 1.07% | −42,970−3.9% | Reduced |
| LSV Asset Management | 1,107,307 | $36.7M | 0.08% | −279,798−20.2% | Reduced |
| Geode Capital Management, LLC | 1,829,956 | $60.6M | 0.01% | −31,940−1.7% | Reduced |