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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 26,025 | $861.7K | 0.04% | +26,025 | New |
| Jackson Hole Capital Partners, LLC | 25,897 | $857.5K | 0.23% | −56−0.2% | Reduced |
| Stifel Financial Corp | 25,688 | $850.5K | 0.00% | +6,234+32.0% | Added |
| Colony Group LLC | 25,299 | $838.0K | 0.01% | −12,009−32.2% | Reduced |
| CI Private Wealth, LLC | 25,175 | $833.5K | 0.00% | +2,975+13.4% | Added |
| SEI Investments Co | 24,210 | $801.6K | 0.00% | +809+3.5% | Added |
| SummerHaven Investment Management, LLC | 23,577 | $780.6K | 0.45% | +494+2.1% | Added |
| Envestnet Asset Management Inc | 103,392 | $721.3K | 0.00% | +72,072+230.1% | Added |
| Teza Capital Management LLC | 21,581 | $714.5K | 0.15% | −15,011−41.0% | Reduced |
| Autumn Glory Partners, LLC | 21,071 | $697.7K | 0.60% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 20,625 | $682.9K | 0.14% | +1,015+5.2% | Added |
| Inspire Advisors, LLC | 20,212 | $669.2K | 0.15% | +5,436+36.8% | Added |
| Raymond James & Associates | 19,177 | $635.0K | 0.00% | −993−4.9% | Reduced |
| Empire Life Investments Inc. | 18,876 | $625.0K | 0.04% | +395+2.1% | Added |
| Crossmark Global Holdings, Inc. | 18,759 | $622.0K | 0.01% | +18,759 | New |
| Oppenheimer & Co Inc | 18,005 | $596.1K | 0.01% | −7,466−29.3% | Reduced |
| Rockefeller Capital Management L.P. | 17,937 | $593.0K | 0.00% | −10,440−36.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 16,538 | $547.6K | 0.14% | +2,726+19.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,402 | $543.1K | 0.00% | −202−1.2% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $523.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 15,767 | $522.0K | 0.12% | +15,767 | New |
| Jacobs Levy Equity Management, Inc | 15,596 | $516.4K | 0.00% | +15,596 | New |
| New York Life Investment Management LLC | 14,482 | $479.5K | 0.01% | +14,482 | New |
| Cambridge Investment Research Advisors, Inc. | 14,460 | $479.0K | 0.00% | −1,986−12.1% | Reduced |
| Amalgamated Bank | 13,602 | $450.0K | 0.00% | −16,528−54.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 13,059 | $432.4K | 0.14% | +114+0.9% | Added |
| Virtu Financial LLC | 13,039 | $432.0K | 0.05% | +4,258+48.5% | Added |
| Russell Investments Group, Ltd. | 13,041 | $431.8K | 0.00% | −26,818−67.3% | Reduced |
| Mariner, LLC | 12,612 | $418.0K | 0.00% | −2,241−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 12,601 | $417.2K | 0.00% | +516+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 12,342 | $408.6K | 0.01% | −56,610−82.1% | Reduced |
| Signaturefd, LLC | 12,203 | $404.0K | 0.01% | +12,003+6,001.5% | Added |
| Toroso Investments, LLC | 12,013 | $398.0K | 0.01% | +631+5.5% | Added |
| Claro Advisors LLC | 11,875 | $393.2K | 0.12% | +11,875 | New |
| NewEdge Wealth, LLC | 11,052 | $365.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,398 | $344.3K | 0.01% | −38−0.4% | Reduced |
| XTX Topco Ltd | 10,262 | $339.8K | 0.07% | +3,440+50.4% | Added |
| Sweet Financial Partners, LLC | 10,000 | $331.1K | 0.09% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 9,850 | $326.1K | 0.01% | +9,850 | New |
| O'Rourke & Company, Inc | 9,778 | $324.0K | 0.25% | +34+0.3% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $321.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9,548 | $316.1K | 0.01% | −6,517−40.6% | Reduced |
| Jeppson Wealth Management, LLC | 9,493 | $314.3K | 0.14% | −15−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,233 | $305.7K | 0.00% | −24,967−73.0% | Reduced |
| Rothschild Investment Corp | 8,600 | $285.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $284.5K | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,484 | $277.2K | 0.00% | −75,403−89.9% | Reduced |
| Ameriprise Financial Inc | 7,942 | $263.0K | 0.00% | +188+2.4% | Added |
| EMC Capital Management | 7,870 | $261.0K | 0.22% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,381 | $244.0K | 0.00% | −519−6.6% | Reduced |
| GW Henssler & Associates Ltd | 7,284 | $241.2K | 0.02% | +74+1.0% | Added |
| Citigroup Inc | 7,231 | $239.4K | 0.00% | −12,469−63.3% | Reduced |
| Investors Research Corp | 7,000 | $231.8K | 0.06% | −350−4.8% | Reduced |
| Maryland State Retirement & Pension System | 6,507 | $215.4K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 6,375 | $211.1K | 0.24% | +6,375 | New |
| Tocqueville Asset Management L.P. | 6,350 | $210.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 4,445 | $147.0K | 0.00% | −428−8.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,631 | $120.2K | 0.00% | +200+5.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,531 | $116.9K | 0.00% | +185+5.5% | Added |
| Counterpoint Mutual Funds LLC | 3,410 | $112.9K | 0.10% | +3,410 | New |
| State of Wyoming | 3,210 | $106.3K | 0.03% | +825+34.6% | Added |
| Group One Trading, L.P. | 3,057 | $101.2K | 0.00% | +3,057 | New |
| AlphaMark Advisors, LLC | 2,950 | $98.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,652 | $87.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,815 | $60.0K | 0.00% | +1,381+318.2% | Added |
| Covestor Ltd | 1,760 | $58.0K | 0.05% | −7−0.4% | Reduced |
| MetLife Investment Management | 1,714 | $56.8K | 0.00% | +4+0.2% | Added |
| Acadian Asset Management LLC | 1,461 | $48.0K | 0.00% | +1,461 | New |
| Nomura Asset Management Co Ltd | 1,420 | $47.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 864 | $29.0K | 0.00% | −25−2.8% | Reduced |
| American International Group, Inc. | 833 | $27.6K | 0.00% | −18−2.1% | Reduced |
| Central Trust Co | 800 | $26.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 786 | $26.0K | 0.00% | −200−20.3% | Reduced |
| Tower Research Capital LLC (TRC) | 532 | $18.0K | 0.00% | −1,135−68.1% | Reduced |
| Whittier Trust Co | 533 | $17.6K | 0.00% | −31−5.5% | Reduced |
| Proequities, Inc. | 525 | $17.4K | 0.00% | −112−17.6% | Reduced |
| Huntington National Bank | 481 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 435 | $14.4K | 0.00% | −310−41.6% | Reduced |
| Fifth Third Bancorp | 350 | $11.6K | 0.00% | +350 | New |
| Boyd Watterson Asset Management LLC | 317 | $10.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 307 | $10.2K | 0.00% | −673−68.7% | Reduced |
| City State Bank | 305 | $10.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 279 | $9.22K | 0.00% | +2+0.7% | Added |
| WealthPLAN Partners, LLC | 250 | $8.28K | 0.00% | +250 | New |
| Quent Capital, LLC | 245 | $8.11K | 0.00% | +45+22.5% | Added |
| GWM Advisors LLC | 225 | $7.45K | 0.00% | −1,423−86.3% | Reduced |
| Advisory Services Network, LLC | 162 | $5.36K | 0.00% | +13+8.7% | Added |
| Denali Advisors LLC | 134 | $4.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 124 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $3.97K | 0.00% | +120 | New |
| IFP Advisors, Inc | 75 | $3.87K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 101 | $3.34K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $2.74K | 0.00% | −34−27.0% | Reduced |
| Rise Advisors, LLC | 69 | $2.27K | 0.00% | +1+1.5% | Added |
| US Bancorp | 64 | $2.12K | 0.00% | −25−28.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 51 | $1.69K | 0.00% | 00.0% | Unchanged |