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 |
|---|---|---|---|---|---|
| Comerica Bank | 214,573 | $0 | 0.00% | +214,573 | New |
| Huntington National Bank | 1 | $32 | 0.00% | −480−99.8% | Reduced |
| Private Trust Co NA | 12 | $384 | 0.00% | +3+33.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $949 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $1.12K | 0.00% | −272−88.6% | Reduced |
| US Bancorp | 40 | $1.28K | 0.00% | −24−37.5% | Reduced |
| Earnest Partners LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $1.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $2.78K | 0.00% | −5−5.4% | Reduced |
| Quent Capital, LLC | 93 | $2.98K | 0.00% | −152−62.0% | Reduced |
| Elkhorn Partners Limited Partnership | 100 | $3.00K | 0.00% | +100 | New |
| Citizens National Bank Trust Department | 101 | $3.23K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $3.87K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 124 | $3.98K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 134 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 154 | $5.00K | 0.00% | +148+2,466.7% | Added |
| WealthPLAN Partners, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $8.97K | 0.00% | +1+0.4% | Added |
| City State Bank | 275 | $9.00K | 0.00% | −30−9.8% | Reduced |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $10.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 347 | $11.1K | 0.01% | +297+594.0% | Added |
| Fifth Third Bancorp | 350 | $11.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $13.6K | 0.00% | −109−20.5% | Reduced |
| Proequities, Inc. | 440 | $14.1K | 0.00% | −85−16.2% | Reduced |
| Central Trust Co | 800 | $25.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 975 | $31.2K | 0.00% | +142+17.0% | Added |
| Geneos Wealth Management Inc. | 986 | $31.6K | 0.00% | +200+25.4% | Added |
| Parallel Advisors, LLC | 1,001 | $32.1K | 0.00% | +566+130.1% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $45.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,843 | $59.0K | 0.02% | −1,367−42.6% | Reduced |
| Covestor Ltd | 2,125 | $68.0K | 0.05% | +365+20.7% | Added |
| MetLife Investment Management | 2,167 | $69.3K | 0.00% | +453+26.4% | Added |
| CWM, LLC | 2,320 | $74.0K | 0.00% | +505+27.8% | Added |
| BNP Paribas Arbitrage, SA | 2,464 | $78.8K | 0.00% | −26,737−91.6% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $94.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $96.0K | 0.01% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 3,354 | $107.3K | 0.00% | −177−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,839 | $122.8K | 0.00% | +208+5.7% | Added |
| Macquarie Group Ltd | 4,537 | $145.0K | 0.00% | −43,373−90.5% | Reduced |
| Russell Investments Group, Ltd. | 4,610 | $147.5K | 0.00% | −8,431−64.6% | Reduced |
| Tocqueville Asset Management L.P. | 6,350 | $203.2K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 6,375 | $204.0K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,742 | $216.0K | 0.00% | −7,718−53.4% | Reduced |
| Capula Management Ltd | 6,780 | $217.0K | 0.03% | +6,780 | New |
| Franklin Resources Inc | 6,944 | $222.2K | 0.00% | −85,748−92.5% | Reduced |
| Jefferies Financial Group Inc. | 6,960 | $222.7K | 0.00% | +6,960 | New |
| Investors Research Corp | 7,000 | $224.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,052 | $225.0K | 0.01% | +7,052 | New |
| Rockefeller Capital Management L.P. | 7,190 | $230.1K | 0.00% | −10,747−59.9% | Reduced |
| New York State Teachers Retirement System | 7,381 | $236.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,526 | $240.8K | 0.00% | +7,526 | New |
| Legal & General Group Plc | 7,729 | $247.3K | 0.00% | −38,146−83.2% | Reduced |
| Delta Investment Management, LLC | 8,000 | $256.0K | 0.07% | +8,000 | New |
| Rothschild Investment Corp | 8,600 | $275.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,606 | $275.4K | 0.00% | +8,381+3,724.9% | Added |
| Maryland State Retirement & Pension System | 8,648 | $276.7K | 0.01% | +2,141+32.9% | Added |
| Tower Research Capital LLC (TRC) | 8,649 | $276.8K | 0.01% | +8,117+1,525.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,835 | $282.7K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 9,136 | $292.4K | 0.00% | −39,635−81.3% | Reduced |
| TD Private Client Wealth LLC | 9,385 | $300.3K | 0.01% | −163−1.7% | Reduced |
| O'Rourke & Company, Inc | 9,525 | $305.0K | 0.21% | −253−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $310.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,680 | $341.8K | 0.01% | +282+2.7% | Added |
| NewEdge Wealth, LLC | 11,052 | $353.7K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,348 | $363.0K | 0.01% | −665−5.5% | Reduced |
| Claro Advisors LLC | 11,875 | $380.0K | 0.09% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 12,000 | $384.0K | 0.10% | +2,000+20.0% | Added |
| Signaturefd, LLC | 12,203 | $390.5K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 11,652 | $391.4K | 0.06% | +11,652 | New |
| New York Life Investment Management LLC | 12,447 | $398.3K | 0.00% | −2,035−14.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 12,875 | $412.0K | 0.09% | +12,875 | New |
| Jump Financial, LLC | 12,995 | $415.8K | 0.02% | −13,030−50.1% | Reduced |
| Advisor Group Holdings, Inc. | 13,406 | $429.0K | 0.00% | +805+6.4% | Added |
| Shulman DeMeo Asset Management LLC | 13,437 | $430.0K | 0.13% | +378+2.9% | Added |
| Amica Retiree Medical Trust | 13,698 | $438.0K | 0.49% | +13,698 | New |
| Kingsview Wealth Management, LLC | 13,925 | $445.6K | 0.02% | +13,925 | New |
| Inceptionr LLC | 14,161 | $453.2K | 0.24% | +14,161 | New |
| Amalgamated Bank | 14,568 | $466.0K | 0.00% | +966+7.1% | Added |
| Voya Investment Management LLC | 14,579 | $466.5K | 0.00% | −59,955−80.4% | Reduced |
| EMC Capital Management | 6,386 | $479.0K | 0.97% | −1,484−18.9% | Reduced |
| Cresset Asset Management, LLC | 15,000 | $480.0K | 0.00% | +15,000 | New |
| Raymond James Financial Services Advisors, Inc. | 15,729 | $503.3K | 0.00% | −673−4.1% | Reduced |
| Handelsbanken Fonder AB | 15,800 | $506.0K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 17,101 | $547.2K | 0.12% | +563+3.4% | Added |
| Oppenheimer & Co Inc | 17,225 | $551.2K | 0.01% | −780−4.3% | Reduced |
| Raymond James & Associates | 18,712 | $598.8K | 0.00% | −465−2.4% | Reduced |
| Two Sigma Investments, LP | 19,027 | $608.9K | 0.00% | −208,703−91.6% | Reduced |
| Empire Life Investments Inc. | 19,095 | $611.0K | 0.04% | +219+1.2% | Added |
| Gilman Hill Asset Management, LLC | 19,125 | $612.0K | 0.11% | −1,500−7.3% | Reduced |
| Acadian Asset Management LLC | 19,792 | $633.0K | 0.00% | +18,331+1,254.7% | Added |
| SummerHaven Investment Management, LLC | 20,148 | $644.7K | 0.41% | −3,429−14.5% | Reduced |
| Teza Capital Management LLC | 20,977 | $671.3K | 0.11% | −604−2.8% | Reduced |
| Envestnet Asset Management Inc | 21,109 | $675.5K | 0.00% | −82,283−79.6% | Reduced |
| Panagora Asset Management Inc | 22,255 | $712.2K | 0.00% | −284,014−92.7% | Reduced |
| Stifel Financial Corp | 24,025 | $768.8K | 0.00% | −1,663−6.5% | Reduced |