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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −105,322−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −46,196−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −40,641−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −36,303−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −25,299−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −21,071−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −20,212−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −18,759−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,767−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,039−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,612−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −12,342−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,233−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |