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 |
|---|---|---|---|---|---|
| State Street Corp | 2,037,301 | $67.5M | 0.00% | +137,734+7.3% | Added |
| Fisher Asset Management, LLC | 2,098,798 | $69.5M | 0.04% | −128,297−5.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,238,605 | $74.1M | 0.44% | −127,557−5.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 2,281,195 | $75.5M | 2.55% | −271,943−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 2,636,941 | $87.3M | 0.03% | −136,343−4.9% | Reduced |
| BlackRock Inc. | 4,821,030 | $159.6M | 0.00% | −72,651−1.5% | Reduced |
| Ariel Investments, LLC | 7,378,747 | $244.3M | 2.35% | −327,435−4.2% | Reduced |
| FMR LLC | 9,265,170 | $306.8M | 0.03% | +149,199+1.6% | Added |
| Vanguard Group Inc | 10,375,477 | $343.5M | 0.01% | +156,483+1.5% | Added |
| Cerity Partners LLC | 167 | – | – | +167 | New |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −189,800−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −96,814−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −89,112−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −42,541−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −30,346−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −26,296−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −28,514−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,409−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −10,364−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,617−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |