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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 24,845 | $795.0K | 0.22% | −1,052−4.1% | Reduced |
| SEI Investments Co | 25,085 | $802.7K | 0.00% | +875+3.6% | Added |
| CI Private Wealth, LLC | 25,429 | $813.7K | 0.00% | +254+1.0% | Added |
| North Star Investment Management Corp. | 26,318 | $842.2K | 0.07% | −10.0% | Reduced |
| LPL Financial LLC | 27,211 | $870.8K | 0.00% | −2,612−8.8% | Reduced |
| First National Trust Co | 28,684 | $917.9K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 30,729 | $983.3K | 0.05% | +2,109+7.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 33,682 | $1.08M | 0.00% | +2,691+8.7% | Added |
| Susquehanna International Group, LLP | 34,504 | $1.10M | 0.00% | −136,021−79.8% | Reduced |
| California State Teachers Retirement System | 37,662 | $1.21M | 0.00% | +5,726+17.9% | Added |
| Commonwealth Equity Services, LLC | 40,026 | $1.28M | 0.00% | −17,344−30.2% | Reduced |
| Hosking Partners LLP | 40,289 | $1.29M | 0.05% | −149,146−78.7% | Reduced |
| HighTower Advisors, LLC | 41,129 | $1.32M | 0.00% | −42−0.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.34M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,591 | $1.36M | 0.00% | +4,519+11.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.44M | 0.14% | 00.0% | Unchanged |
| American Century Companies Inc | 46,531 | $1.49M | 0.00% | −44,516−48.9% | Reduced |
| Walleye Trading LLC | 46,643 | $1.49M | 0.08% | +46,643 | New |
| Alliancebernstein L.P. | 48,515 | $1.55M | 0.00% | +9,118+23.1% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.56M | 0.53% | 00.0% | Unchanged |
| First Washington CORP | 50,000 | $1.60M | 0.70% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 51,400 | $1.64M | 0.50% | +4,768+10.2% | Added |
| Treasurer of the State of North Carolina | 51,942 | $1.66M | 0.01% | +11,628+28.8% | Added |
| STRS Ohio | 53,000 | $1.70M | 0.01% | −96,265−64.5% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.72M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 54,056 | $1.73M | 0.01% | +2,174+4.2% | Added |
| M&T Bank Corp | 54,177 | $1.73M | 0.01% | −8,784−14.0% | Reduced |
| Lesa Sroufe & Co | 54,980 | $1.76M | 1.88% | −679−1.2% | Reduced |
| Moody Aldrich Partners LLC | 56,268 | $1.80M | 0.35% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 62,511 | $2.00M | 0.00% | −4,142−6.2% | Reduced |
| Wells Fargo & Company | 68,558 | $2.19M | 0.00% | −12,759−15.7% | Reduced |
| Royal Bank of Canada | 68,924 | $2.21M | 0.00% | +3,822+5.9% | Added |
| PDT Partners, LLC | 75,649 | $2.42M | 0.33% | −18,949−20.0% | Reduced |
| National Bank of Canada | 75,697 | $2.47M | 0.00% | +71,252+1,603.0% | Added |
| TD Asset Management Inc | 85,952 | $2.75M | 0.00% | −28,805−25.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 86,700 | $2.77M | 0.03% | −251,210−74.3% | Reduced |
| Todd Asset Management LLC | 86,700 | $2.77M | 0.06% | −399,230−82.2% | Reduced |
| Endurance Wealth Management, Inc. | 93,785 | $3.00M | 0.41% | +8,285+9.7% | Added |
| Alps Advisors Inc | 96,279 | $3.08M | 0.03% | +29,951+45.2% | Added |
| Jane Street Group, LLC | 97,751 | $3.13M | 0.00% | +40,896+71.9% | Added |
| ING Groep NV | 108,700 | $3.48M | 0.03% | +39,800+57.8% | Added |
| Amica Mutual Insurance Co | 109,269 | $3.50M | 0.40% | +109,269 | New |
| New York State Common Retirement Fund | 114,165 | $3.65M | 0.00% | +24,191+26.9% | Added |
| Crawford Investment Counsel Inc | 115,584 | $3.70M | 0.08% | +17,325+17.6% | Added |
| State Board of Administration of Florida Retirement System | 116,392 | $3.72M | 0.01% | −3,950−3.3% | Reduced |
| Redwood Grove Capital, LLC | 118,466 | $3.79M | 1.60% | 00.0% | Unchanged |
| Globeflex Capital L P | 124,920 | $4.00M | 0.45% | +14,404+13.0% | Added |
| Rhumbline Advisers | 125,448 | $4.01M | 0.00% | +28,893+29.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 146,603 | $4.69M | 2.01% | +25,263+20.8% | Added |
| UBS Asset Management Americas Inc | 143,240 | $4.74M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 149,165 | $4.77M | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 149,193 | $4.77M | 0.00% | −213,861−58.9% | Reduced |
| Price T Rowe Associates Inc | 158,245 | $5.07M | 0.00% | +5,655+3.7% | Added |
| Swedbank AB | 160,800 | $5.15M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 174,024 | $5.57M | 0.01% | −24,823−12.5% | Reduced |
| Foundry Partners, LLC | 178,298 | $5.71M | 0.35% | +13,977+8.5% | Added |
| California Public Employees Retirement System | 184,326 | $5.90M | 0.01% | +3,171+1.8% | Added |
| Qube Research & Technologies Ltd | 200,161 | $6.41M | 0.02% | −236,759−54.2% | Reduced |
| Basswood Capital Management, L.L.C. | 200,403 | $6.41M | 0.47% | +200,403 | New |
| Principal Financial Group Inc | 201,049 | $6.43M | 0.00% | −128−0.1% | Reduced |
| RWC Asset Management LLP | 207,535 | $6.64M | 0.32% | −845,399−80.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 215,000 | $6.88M | 0.15% | +215,000 | New |
| HSBC Holdings PLC | 216,779 | $6.98M | 0.01% | +208,295+2,455.2% | Added |
| Mackenzie Financial Corp | 214,208 | $7.01M | 0.01% | +2,908+1.4% | Added |
| Barclays PLC | 240,723 | $7.70M | 0.01% | +18,766+8.5% | Added |
| Nuveen Asset Management, LLC | 248,418 | $7.95M | 0.00% | +23,329+10.4% | Added |
| Bank of New York Mellon Corp | 282,058 | $9.03M | 0.00% | +31,500+12.6% | Added |
| Invesco Ltd. | 291,416 | $9.33M | 0.00% | +62,885+27.5% | Added |
| Two Sigma Advisers, LP | 302,100 | $9.67M | 0.02% | −171,000−36.1% | Reduced |
| Phase 2 Partners, LLC | 308,813 | $9.88M | 4.48% | +308,813 | New |
| Victory Capital Management Inc | 309,916 | $9.92M | 0.01% | −178−0.1% | Reduced |
| Federated Hermes, Inc. | 345,144 | $11.0M | 0.03% | −17,117−4.7% | Reduced |
| Bank of America Corp | 370,677 | $11.9M | 0.00% | +161,383+77.1% | Added |
| LSV Asset Management | 397,145 | $12.7M | 0.03% | −710,162−64.1% | Reduced |
| Jennison Associates LLC | 398,621 | $12.8M | 0.01% | −109,942−21.6% | Reduced |
| First Trust Advisors LP | 401,418 | $12.8M | 0.01% | −251,191−38.5% | Reduced |
| Northern Trust Corp | 420,189 | $13.4M | 0.00% | +29,165+7.5% | Added |
| Citigroup Inc | 480,489 | $15.4M | 0.02% | +473,258+6,544.8% | Added |
| Third Avenue Management LLC | 550,206 | $17.6M | 2.91% | +2,256+0.4% | Added |
| UBS Group AG | 552,820 | $17.7M | 0.01% | +475,366+613.7% | Added |
| Alyeska Investment Group, L.P. | 571,409 | $18.3M | 0.14% | +571,409 | New |
| Royce & Associates LP | 650,339 | $20.8M | 0.20% | +106,080+19.5% | Added |
| Deutsche Bank AG | 662,972 | $21.2M | 0.01% | +528,947+394.7% | Added |
| Invenomic Capital Management LP | 668,679 | $21.4M | 1.19% | +329,631+97.2% | Added |
| SG Americas Securities, LLC | 681,057 | $21.8M | 0.19% | +592,448+668.6% | Added |
| Dimensional Fund Advisors LP | 790,712 | $25.3M | 0.01% | −131,864−14.3% | Reduced |
| Norges Bank | 1,089,279 | $34.9M | 0.01% | +247,323+29.4% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,756,528 | $56.2M | 1.98% | −524,667−23.0% | Reduced |
| Geode Capital Management, LLC | 1,767,148 | $56.5M | 0.01% | −62,808−3.4% | Reduced |
| State Street Corp | 2,085,122 | $66.7M | 0.00% | +47,821+2.3% | Added |
| Fisher Asset Management, LLC | 2,108,181 | $67.5M | 0.04% | +9,383+0.4% | Added |
| Epoch Investment Partners, Inc. | 2,300,106 | $73.6M | 0.43% | +61,501+2.7% | Added |
| Charles Schwab Investment Management Inc | 2,741,493 | $87.7M | 0.03% | +104,552+4.0% | Added |
| Morgan Stanley | 4,307,829 | $137.9M | 0.01% | +3,588,255+498.7% | Added |
| BlackRock Inc. | 4,629,262 | $148.1M | 0.00% | −191,768−4.0% | Reduced |
| Ariel Investments, LLC | 7,260,662 | $232.3M | 2.20% | −118,085−1.6% | Reduced |
| FMR LLC | 9,127,487 | $292.1M | 0.02% | −137,683−1.5% | Reduced |
| Vanguard Group Inc | 10,477,330 | $335.3M | 0.01% | +101,853+1.0% | Added |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −322,747−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −117,200−100.0% | Sold out |