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