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, Q3 2023
Institutional positions in Lazard, Inc. as of Sep 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
- 195
- −2 vs. Q2 2023
- Shares held
- 63.5M
- −2.90M (−4.4%) vs. Q2 2023
- Total value
- $1.97B
- −$149.5M (−7.1%) vs. Q2 2023
- New holders
- 28
- 62 more added
- Sold out
- 30
- 69 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,519,785 | $326.2M | 0.01% | +42,455+0.4% | Added |
| FMR LLC | 9,563,521 | $296.6M | 0.03% | +436,034+4.8% | Added |
| Ariel Investments, LLC | 7,168,099 | $222.3M | 2.35% | −92,563−1.3% | Reduced |
| BlackRock Inc. | 4,297,659 | $133.3M | 0.00% | −331,603−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,825,805 | $87.6M | 0.03% | +84,312+3.1% | Added |
| State Street Corp | 2,253,035 | $69.9M | 0.00% | +167,913+8.1% | Added |
| Morgan Stanley | 2,202,203 | $68.3M | 0.01% | −2,105,626−48.9% | Reduced |
| Epoch Investment Partners, Inc. | 2,185,852 | $67.8M | 0.43% | −114,254−5.0% | Reduced |
| Fisher Asset Management, LLC | 2,065,005 | $64.0M | 0.04% | −43,176−2.0% | Reduced |
| Geode Capital Management, LLC | 1,614,052 | $50.1M | 0.01% | −153,096−8.7% | Reduced |
| Norges Bank | 1,274,160 | $39.5M | 0.01% | +184,881+17.0% | Added |
| Alyeska Investment Group, L.P. | 1,086,255 | $33.7M | 0.23% | +514,846+90.1% | Added |
| UBS Group AG | 1,019,121 | $31.6M | 0.01% | +466,301+84.3% | Added |
| HSBC Holdings PLC | 791,158 | $24.7M | 0.03% | +574,379+265.0% | Added |
| Royce & Associates LP | 781,992 | $24.2M | 0.25% | +131,653+20.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 713,694 | $22.1M | 0.82% | −1,042,834−59.4% | Reduced |
| Invenomic Capital Management LP | 616,981 | $19.1M | 0.80% | −51,698−7.7% | Reduced |
| Citigroup Inc | 551,360 | $17.1M | 0.02% | +70,871+14.7% | Added |
| Third Avenue Management LLC | 550,206 | $17.1M | 2.86% | 00.0% | Unchanged |
| Northern Trust Corp | 542,945 | $16.8M | 0.00% | +122,756+29.2% | Added |
| Federated Hermes, Inc. | 524,852 | $16.3M | 0.04% | +179,708+52.1% | Added |
| Dimensional Fund Advisors LP | 507,433 | $15.7M | 0.01% | −283,279−35.8% | Reduced |
| Goldman Sachs Group Inc | 475,664 | $14.8M | 0.00% | +413,153+660.9% | Added |
| Nuveen Asset Management, LLC | 389,757 | $12.1M | 0.00% | +141,339+56.9% | Added |
| SG Americas Securities, LLC | 369,950 | $11.5M | 0.15% | −311,107−45.7% | Reduced |
| Barclays PLC | 343,841 | $10.7M | 0.01% | +103,118+42.8% | Added |
| JPMorgan Chase & Co | 334,578 | $10.4M | 0.00% | +185,385+124.3% | Added |
| Two Sigma Advisers, LP | 301,400 | $9.35M | 0.02% | −700−0.2% | Reduced |
| Bank of New York Mellon Corp | 283,445 | $8.79M | 0.00% | +1,387+0.5% | Added |
| Bank of America Corp | 277,844 | $8.62M | 0.00% | −92,833−25.0% | Reduced |
| Invesco Ltd. | 263,777 | $8.18M | 0.00% | −27,639−9.5% | Reduced |
| Qube Research & Technologies Ltd | 245,137 | $7.60M | 0.02% | +44,976+22.5% | Added |
| Mackenzie Financial Corp | 226,252 | $6.64M | 0.01% | +12,044+5.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 213,689 | $6.63M | 3.02% | +67,086+45.8% | Added |
| Bank of Nova Scotia | 212,516 | $6.59M | 0.02% | +212,516 | New |
| Jane Street Group, LLC | 202,739 | $6.29M | 0.01% | +104,988+107.4% | Added |
| Principal Financial Group Inc | 193,498 | $6.00M | 0.00% | −7,551−3.8% | Reduced |
| First Trust Advisors LP | 192,365 | $5.97M | 0.01% | −209,053−52.1% | Reduced |
| California Public Employees Retirement System | 185,839 | $5.76M | 0.00% | +1,513+0.8% | Added |
| Swedbank AB | 160,800 | $4.99M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 155,600 | $4.83M | 0.01% | +155,600 | New |
| Citadel Advisors LLC | 154,762 | $4.80M | 0.01% | −19,262−11.1% | Reduced |
| LSV Asset Management | 151,012 | $4.68M | 0.01% | −246,133−62.0% | Reduced |
| State of Alaska, Department of Revenue | 149,165 | $4.63M | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 128,890 | $4.00M | 0.00% | −29,355−18.6% | Reduced |
| Bank of Montreal | 116,183 | $3.90M | 0.00% | +116,183 | New |
| Rhumbline Advisers | 125,162 | $3.88M | 0.00% | −286−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 116,562 | $3.61M | 0.01% | +170+0.1% | Added |
| Crawford Investment Counsel Inc | 116,404 | $3.61M | 0.08% | +820+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 115,500 | $3.58M | 0.09% | −99,500−46.3% | Reduced |
| Crestwood Advisors Group LLC | 112,035 | $3.47M | 0.09% | +112,035 | New |
| Amica Mutual Insurance Co | 109,269 | $3.39M | 0.40% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 106,639 | $3.31M | 0.25% | −93,764−46.8% | Reduced |
| UBS Asset Management Americas Inc | 99,291 | $3.08M | 0.00% | −43,949−30.7% | Reduced |
| Kingsview Wealth Management, LLC | 97,852 | $3.03M | 0.11% | +83,927+602.7% | Added |
| New York State Common Retirement Fund | 96,891 | $3.00M | 0.00% | −17,274−15.1% | Reduced |
| ING Groep NV | 94,700 | $2.94M | 0.03% | −14,000−12.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 87,700 | $2.72M | 0.03% | +1,000+1.2% | Added |
| Todd Asset Management LLC | 87,700 | $2.72M | 0.06% | +1,000+1.2% | Added |
| Wells Fargo & Company | 83,376 | $2.59M | 0.00% | +14,818+21.6% | Added |
| PDT Partners, LLC | 75,632 | $2.35M | 0.30% | −170.0% | Reduced |
| National Bank of Canada | 75,697 | $2.29M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 72,251 | $2.24M | 0.00% | −13,701−15.9% | Reduced |
| Two Sigma Investments, LP | 70,724 | $2.19M | 0.01% | +51,697+271.7% | Added |
| Stifel Financial Corp | 69,325 | $2.15M | 0.00% | +45,300+188.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,700 | $2.10M | 0.01% | +67,700 | New |
| Alliancebernstein L.P. | 66,632 | $2.07M | 0.00% | +18,117+37.3% | Added |
| Dark Forest Capital Management LP | 62,277 | $1.93M | 0.16% | +62,277 | New |
| Victory Capital Management Inc | 61,986 | $1.92M | 0.00% | −247,930−80.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 58,797 | $1.82M | 0.24% | +58,797 | New |
| Lesa Sroufe & Co | 54,481 | $1.69M | 1.81% | −499−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.67M | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 53,599 | $1.66M | 0.00% | −609,373−91.9% | Reduced |
| STRS Ohio | 53,000 | $1.64M | 0.01% | 00.0% | Unchanged |
| First Washington CORP | 52,372 | $1.62M | 0.66% | +2,372+4.7% | Added |
| Thrivent Financial for Lutherans | 51,786 | $1.61M | 0.00% | +51,786 | New |
| Royal Bank of Canada | 49,631 | $1.54M | 0.00% | −19,293−28.0% | Reduced |
| Neo Ivy Capital Management | 49,596 | $1.54M | 0.68% | +49,596 | New |
| Public Employees Retirement System of Ohio | 49,292 | $1.53M | 0.01% | −4,764−8.8% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.51M | 0.53% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,064 | $1.49M | 0.01% | −3,878−7.5% | Reduced |
| Argent Trust Co | 47,659 | $1.48M | 0.08% | +16,930+55.1% | Added |
| M&T Bank Corp | 45,979 | $1.43M | 0.01% | −8,198−15.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.40M | 0.13% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,786 | $1.33M | 0.00% | +195+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.30M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,684 | $1.29M | 0.00% | +1,658+4.1% | Added |
| HighTower Advisors, LLC | 41,414 | $1.28M | 0.00% | +285+0.7% | Added |
| American Century Companies Inc | 40,312 | $1.25M | 0.00% | −6,219−13.4% | Reduced |
| Secure Asset Management, LLC | 37,249 | $1.16M | 0.35% | −14,151−27.5% | Reduced |
| Walleye Trading LLC | 37,114 | $1.15M | 0.03% | −9,529−20.4% | Reduced |
| SEI Investments Co | 36,067 | $1.12M | 0.00% | +10,982+43.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 34,905 | $1.08M | 0.00% | +1,223+3.6% | Added |
| Handelsbanken Fonder AB | 31,600 | $980.0K | 0.01% | +15,800+100.0% | Added |
| First National Trust Co | 28,684 | $889.5K | 0.04% | 00.0% | Unchanged |
| RWC Asset Management LLP | 28,631 | $887.8K | 0.06% | −178,904−86.2% | Reduced |
| Raymond James & Associates | 25,922 | $803.8K | 0.00% | +7,210+38.5% | Added |
| Envestnet Asset Management Inc | 25,729 | $797.9K | 0.00% | +4,620+21.9% | Added |
| North Star Investment Management Corp. | 25,437 | $788.8K | 0.07% | −881−3.3% | Reduced |
| California State Teachers Retirement System | 25,311 | $784.9K | 0.00% | −12,351−32.8% | Reduced |