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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $934 | 0.00% | +1+3.4% | Added |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $1.08K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $2.33K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| Gradient Investments LLC | 137 | $4.24K | 0.00% | +13+10.5% | Added |
| Ci Investments Inc. | 166 | $5.00K | 0.00% | +12+7.8% | Added |
| Global Retirement Partners, LLC | 175 | $5.13K | 0.00% | +88+101.1% | Added |
| PFG Private Wealth Management, LLC | 207 | $6.42K | 0.00% | −140−40.3% | Reduced |
| Harbour Investments, Inc. | 282 | $8.75K | 0.00% | +2+0.7% | Added |
| Capital Analysts, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 275 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $9.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $9.83K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 337 | $10.4K | 0.00% | +297+742.5% | Added |
| Fifth Third Bancorp | 350 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $13.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 440 | $13.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 695 | $21.6K | 0.00% | +644+1,262.7% | Added |
| Parallel Advisors, LLC | 718 | $22.3K | 0.00% | −283−28.3% | Reduced |
| Central Trust Co | 800 | $24.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 864 | $26.8K | 0.00% | +864 | New |
| American International Group, Inc. | 923 | $28.6K | 0.00% | −52−5.3% | Reduced |
| Geneos Wealth Management Inc. | 1,046 | $32.4K | 0.00% | +60+6.1% | Added |
| State of Wyoming | 1,071 | $33.2K | 0.01% | −772−41.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,107 | $34.3K | 0.00% | −2,732−71.2% | Reduced |
| Group One Trading, L.P. | 1,275 | $39.5K | 0.00% | +1,275 | New |
| Nomura Asset Management Co Ltd | 1,420 | $44.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,453 | $45.0K | 0.00% | −18,339−92.7% | Reduced |
| Covestor Ltd | 1,558 | $48.0K | 0.04% | −567−26.7% | Reduced |
| Headlands Technologies LLC | 1,941 | $60.2K | 0.03% | +1,941 | New |
| CWM, LLC | 2,022 | $63.0K | 0.00% | −298−12.8% | Reduced |
| MetLife Investment Management | 2,170 | $67.3K | 0.00% | +3+0.1% | Added |
| AlphaMark Advisors, LLC | 2,950 | $91.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,122 | $97.0K | 0.00% | −4,259−57.7% | Reduced |
| Russell Investments Group, Ltd. | 3,182 | $98.7K | 0.00% | −1,428−31.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,247 | $100.7K | 0.00% | −5,402−62.5% | Reduced |
| Counterpoint Mutual Funds LLC | 3,280 | $101.7K | 0.08% | +3,280 | New |
| Impact Partnership Wealth, LLC | 4,314 | $133.8K | 0.04% | +4,314 | New |
| Northwestern Mutual Wealth Management Co | 5,637 | $174.8K | 0.00% | +2,283+68.1% | Added |
| Virtu Financial LLC | 6,514 | $202.0K | 0.02% | +6,514 | New |
| Cambridge Investment Research Advisors, Inc. | 6,696 | $208.0K | 0.00% | −46−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 6,772 | $210.0K | 0.00% | +6,772 | New |
| Investors Research Corp | 7,000 | $217.1K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 7,083 | $219.6K | 0.00% | −2,053−22.5% | Reduced |
| Legal & General Group Plc | 7,490 | $232.3K | 0.00% | −239−3.1% | Reduced |
| Macquarie Group Ltd | 7,646 | $237.0K | 0.00% | +3,109+68.5% | Added |
| EMC Capital Management | 7,870 | $244.0K | 0.18% | +1,484+23.2% | Added |
| Rothschild Investment Corp | 8,100 | $251.0K | 0.02% | −500−5.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,444 | $261.9K | 0.06% | −391−4.4% | Reduced |
| Franklin Resources Inc | 8,525 | $264.4K | 0.00% | +1,581+22.8% | Added |
| Maryland State Retirement & Pension System | 8,648 | $268.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,921 | $276.6K | 0.00% | −25,583−74.1% | Reduced |
| TD Private Client Wealth LLC | 9,019 | $279.7K | 0.01% | −366−3.9% | Reduced |
| GWM Advisors LLC | 9,431 | $292.5K | 0.00% | +825+9.6% | Added |
| Advisors Asset Management, Inc. | 9,554 | $296.3K | 0.01% | −1,126−10.5% | Reduced |
| O'Rourke & Company, Inc | 9,562 | $297.0K | 0.22% | +37+0.4% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $301.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,310 | $319.7K | 0.04% | +10,310 | New |
| Wolverine Trading, LLC | 10,323 | $320.1K | 0.00% | +10,323 | New |
| New York Life Investment Management LLC | 10,753 | $333.5K | 0.00% | −1,694−13.6% | Reduced |
| Inceptionr LLC | 10,754 | $333.5K | 0.19% | −3,407−24.1% | Reduced |
| Numerai GP LLC | 10,927 | $338.8K | 0.11% | +10,927 | New |
| NewEdge Wealth, LLC | 11,052 | $342.7K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 11,460 | $355.0K | 0.00% | +11,460 | New |
| Claro Advisors LLC | 11,875 | $368.2K | 0.09% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 12,000 | $372.1K | 0.10% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 12,158 | $377.0K | 0.13% | −1,279−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,180 | $377.7K | 0.00% | +12,180 | New |
| Toroso Investments, LLC | 13,509 | $418.9K | 0.01% | +2,161+19.0% | Added |
| Amica Retiree Medical Trust | 13,698 | $425.0K | 0.50% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,942 | $425.6K | 0.06% | +13,942 | New |
| Voya Investment Management LLC | 14,492 | $449.4K | 0.00% | −87−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,562 | $451.6K | 0.00% | +14,562 | New |
| Manufacturers Life Insurance Company, The | 14,805 | $459.1K | 0.00% | +14,805 | New |
| Hunter Perkins Capital Management, LLC | 15,325 | $475.0K | 0.10% | +2,450+19.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,335 | $506.5K | 0.00% | +606+3.9% | Added |
| Amalgamated Bank | 16,580 | $514.0K | 0.00% | +2,012+13.8% | Added |
| Oppenheimer & Co Inc | 17,040 | $528.4K | 0.01% | −185−1.1% | Reduced |
| LPL Financial LLC | 17,456 | $541.3K | 0.00% | −9,755−35.8% | Reduced |
| Teza Capital Management LLC | 17,960 | $556.9K | 0.09% | −3,017−14.4% | Reduced |
| PEAK6 Investments LLC | 18,696 | $579.8K | 0.03% | +18,696 | New |
| Empire Life Investments Inc. | 18,879 | $585.4K | 0.04% | −216−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 19,100 | $592.3K | 0.12% | −25−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 19,802 | $614.1K | 0.00% | +6,396+47.7% | Added |
| BNP Paribas Arbitrage, SA | 20,775 | $644.2K | 0.00% | +18,311+743.1% | Added |
| Autumn Glory Partners, LLC | 21,071 | $653.4K | 0.40% | +21,071 | New |
| Colony Group LLC | 23,835 | $739.0K | 0.01% | +23,835 | New |
| Jackson Hole Capital Partners, LLC | 24,643 | $764.2K | 0.22% | −202−0.8% | Reduced |
| CI Private Wealth, LLC | 25,215 | $781.9K | 0.00% | −214−0.8% | Reduced |
| California State Teachers Retirement System | 25,311 | $784.9K | 0.00% | −12,351−32.8% | Reduced |
| North Star Investment Management Corp. | 25,437 | $788.8K | 0.07% | −881−3.3% | Reduced |
| Envestnet Asset Management Inc | 25,729 | $797.9K | 0.00% | +4,620+21.9% | Added |
| Raymond James & Associates | 25,922 | $803.8K | 0.00% | +7,210+38.5% | Added |
| RWC Asset Management LLP | 28,631 | $887.8K | 0.06% | −178,904−86.2% | Reduced |