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, Q2 2023
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 198
- −12 vs. Q1 2023
- Shares held
- 66.5M
- +2.67M (+4.2%) vs. Q1 2023
- Total value
- $2.12B
- +$11.3M (+0.5%) vs. Q1 2023
- New holders
- 20
- 68 more added
- Sold out
- 32
- 70 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,477,330 | $335.3M | 0.01% | +101,853+1.0% | Added |
| FMR LLC | 9,127,487 | $292.1M | 0.02% | −137,683−1.5% | Reduced |
| Ariel Investments, LLC | 7,260,662 | $232.3M | 2.20% | −118,085−1.6% | Reduced |
| BlackRock Inc. | 4,629,262 | $148.1M | 0.00% | −191,768−4.0% | Reduced |
| Morgan Stanley | 4,307,829 | $137.9M | 0.01% | +3,588,255+498.7% | Added |
| Charles Schwab Investment Management Inc | 2,741,493 | $87.7M | 0.03% | +104,552+4.0% | Added |
| Epoch Investment Partners, Inc. | 2,300,106 | $73.6M | 0.43% | +61,501+2.7% | Added |
| Fisher Asset Management, LLC | 2,108,181 | $67.5M | 0.04% | +9,383+0.4% | Added |
| State Street Corp | 2,085,122 | $66.7M | 0.00% | +47,821+2.3% | Added |
| Geode Capital Management, LLC | 1,767,148 | $56.5M | 0.01% | −62,808−3.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,756,528 | $56.2M | 1.98% | −524,667−23.0% | Reduced |
| Norges Bank | 1,089,279 | $34.9M | 0.01% | +247,323+29.4% | Added |
| Dimensional Fund Advisors LP | 790,712 | $25.3M | 0.01% | −131,864−14.3% | Reduced |
| SG Americas Securities, LLC | 681,057 | $21.8M | 0.19% | +592,448+668.6% | Added |
| Invenomic Capital Management LP | 668,679 | $21.4M | 1.19% | +329,631+97.2% | Added |
| Deutsche Bank AG | 662,972 | $21.2M | 0.01% | +528,947+394.7% | Added |
| Royce & Associates LP | 650,339 | $20.8M | 0.20% | +106,080+19.5% | Added |
| Alyeska Investment Group, L.P. | 571,409 | $18.3M | 0.14% | +571,409 | New |
| UBS Group AG | 552,820 | $17.7M | 0.01% | +475,366+613.7% | Added |
| Third Avenue Management LLC | 550,206 | $17.6M | 2.91% | +2,256+0.4% | Added |
| Citigroup Inc | 480,489 | $15.4M | 0.02% | +473,258+6,544.8% | Added |
| Northern Trust Corp | 420,189 | $13.4M | 0.00% | +29,165+7.5% | Added |
| First Trust Advisors LP | 401,418 | $12.8M | 0.01% | −251,191−38.5% | Reduced |
| Jennison Associates LLC | 398,621 | $12.8M | 0.01% | −109,942−21.6% | Reduced |
| LSV Asset Management | 397,145 | $12.7M | 0.03% | −710,162−64.1% | Reduced |
| Bank of America Corp | 370,677 | $11.9M | 0.00% | +161,383+77.1% | Added |
| Federated Hermes, Inc. | 345,144 | $11.0M | 0.03% | −17,117−4.7% | Reduced |
| Victory Capital Management Inc | 309,916 | $9.92M | 0.01% | −178−0.1% | Reduced |
| Phase 2 Partners, LLC | 308,813 | $9.88M | 4.48% | +308,813 | New |
| Two Sigma Advisers, LP | 302,100 | $9.67M | 0.02% | −171,000−36.1% | Reduced |
| Invesco Ltd. | 291,416 | $9.33M | 0.00% | +62,885+27.5% | Added |
| Bank of New York Mellon Corp | 282,058 | $9.03M | 0.00% | +31,500+12.6% | Added |
| Nuveen Asset Management, LLC | 248,418 | $7.95M | 0.00% | +23,329+10.4% | Added |
| Barclays PLC | 240,723 | $7.70M | 0.01% | +18,766+8.5% | Added |
| Mackenzie Financial Corp | 214,208 | $7.01M | 0.01% | +2,908+1.4% | Added |
| HSBC Holdings PLC | 216,779 | $6.98M | 0.01% | +208,295+2,455.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 215,000 | $6.88M | 0.15% | +215,000 | New |
| RWC Asset Management LLP | 207,535 | $6.64M | 0.32% | −845,399−80.3% | Reduced |
| Principal Financial Group Inc | 201,049 | $6.43M | 0.00% | −128−0.1% | Reduced |
| Basswood Capital Management, L.L.C. | 200,403 | $6.41M | 0.47% | +200,403 | New |
| Qube Research & Technologies Ltd | 200,161 | $6.41M | 0.02% | −236,759−54.2% | Reduced |
| California Public Employees Retirement System | 184,326 | $5.90M | 0.01% | +3,171+1.8% | Added |
| Foundry Partners, LLC | 178,298 | $5.71M | 0.35% | +13,977+8.5% | Added |
| Citadel Advisors LLC | 174,024 | $5.57M | 0.01% | −24,823−12.5% | Reduced |
| Swedbank AB | 160,800 | $5.15M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 158,245 | $5.07M | 0.00% | +5,655+3.7% | Added |
| JPMorgan Chase & Co | 149,193 | $4.77M | 0.00% | −213,861−58.9% | Reduced |
| State of Alaska, Department of Revenue | 149,165 | $4.77M | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 143,240 | $4.74M | 0.00% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 146,603 | $4.69M | 2.01% | +25,263+20.8% | Added |
| Rhumbline Advisers | 125,448 | $4.01M | 0.00% | +28,893+29.9% | Added |
| Globeflex Capital L P | 124,920 | $4.00M | 0.45% | +14,404+13.0% | Added |
| Redwood Grove Capital, LLC | 118,466 | $3.79M | 1.60% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 116,392 | $3.72M | 0.01% | −3,950−3.3% | Reduced |
| Crawford Investment Counsel Inc | 115,584 | $3.70M | 0.08% | +17,325+17.6% | Added |
| New York State Common Retirement Fund | 114,165 | $3.65M | 0.00% | +24,191+26.9% | Added |
| Amica Mutual Insurance Co | 109,269 | $3.50M | 0.40% | +109,269 | New |
| ING Groep NV | 108,700 | $3.48M | 0.03% | +39,800+57.8% | Added |
| Jane Street Group, LLC | 97,751 | $3.13M | 0.00% | +40,896+71.9% | Added |
| Alps Advisors Inc | 96,279 | $3.08M | 0.03% | +29,951+45.2% | Added |
| Endurance Wealth Management, Inc. | 93,785 | $3.00M | 0.41% | +8,285+9.7% | Added |
| Todd Asset Management LLC | 86,700 | $2.77M | 0.06% | −399,230−82.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 86,700 | $2.77M | 0.03% | −251,210−74.3% | Reduced |
| TD Asset Management Inc | 85,952 | $2.75M | 0.00% | −28,805−25.1% | Reduced |
| National Bank of Canada | 75,697 | $2.47M | 0.00% | +71,252+1,603.0% | Added |
| PDT Partners, LLC | 75,649 | $2.42M | 0.33% | −18,949−20.0% | Reduced |
| Royal Bank of Canada | 68,924 | $2.21M | 0.00% | +3,822+5.9% | Added |
| Wells Fargo & Company | 68,558 | $2.19M | 0.00% | −12,759−15.7% | Reduced |
| Goldman Sachs Group Inc | 62,511 | $2.00M | 0.00% | −4,142−6.2% | Reduced |
| Moody Aldrich Partners LLC | 56,268 | $1.80M | 0.35% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,980 | $1.76M | 1.88% | −679−1.2% | Reduced |
| M&T Bank Corp | 54,177 | $1.73M | 0.01% | −8,784−14.0% | Reduced |
| Public Employees Retirement System of Ohio | 54,056 | $1.73M | 0.01% | +2,174+4.2% | Added |
| Illinois Municipal Retirement Fund | 53,826 | $1.72M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 53,000 | $1.70M | 0.01% | −96,265−64.5% | Reduced |
| Treasurer of the State of North Carolina | 51,942 | $1.66M | 0.01% | +11,628+28.8% | Added |
| Secure Asset Management, LLC | 51,400 | $1.64M | 0.50% | +4,768+10.2% | Added |
| First Washington CORP | 50,000 | $1.60M | 0.70% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 48,762 | $1.56M | 0.53% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 48,515 | $1.55M | 0.00% | +9,118+23.1% | Added |
| Walleye Trading LLC | 46,643 | $1.49M | 0.08% | +46,643 | New |
| American Century Companies Inc | 46,531 | $1.49M | 0.00% | −44,516−48.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.44M | 0.14% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,591 | $1.36M | 0.00% | +4,519+11.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.34M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,129 | $1.32M | 0.00% | −42−0.1% | Reduced |
| Hosking Partners LLP | 40,289 | $1.29M | 0.05% | −149,146−78.7% | Reduced |
| Commonwealth Equity Services, LLC | 40,026 | $1.28M | 0.00% | −17,344−30.2% | Reduced |
| California State Teachers Retirement System | 37,662 | $1.21M | 0.00% | +5,726+17.9% | Added |
| Susquehanna International Group, LLP | 34,504 | $1.10M | 0.00% | −136,021−79.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 33,682 | $1.08M | 0.00% | +2,691+8.7% | Added |
| Argent Trust Co | 30,729 | $983.3K | 0.05% | +2,109+7.4% | Added |
| First National Trust Co | 28,684 | $917.9K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 27,211 | $870.8K | 0.00% | −2,612−8.8% | Reduced |
| North Star Investment Management Corp. | 26,318 | $842.2K | 0.07% | −10.0% | Reduced |
| CI Private Wealth, LLC | 25,429 | $813.7K | 0.00% | +254+1.0% | Added |
| SEI Investments Co | 25,085 | $802.7K | 0.00% | +875+3.6% | Added |
| Jackson Hole Capital Partners, LLC | 24,845 | $795.0K | 0.22% | −1,052−4.1% | Reduced |
| Stifel Financial Corp | 24,025 | $768.8K | 0.00% | −1,663−6.5% | Reduced |
| Panagora Asset Management Inc | 22,255 | $712.2K | 0.00% | −284,014−92.7% | Reduced |