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 |
|---|---|---|---|---|---|
| First National Trust Co | 28,684 | $889.5K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 31,600 | $980.0K | 0.01% | +15,800+100.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 34,905 | $1.08M | 0.00% | +1,223+3.6% | Added |
| SEI Investments Co | 36,067 | $1.12M | 0.00% | +10,982+43.8% | Added |
| Walleye Trading LLC | 37,114 | $1.15M | 0.03% | −9,529−20.4% | Reduced |
| Secure Asset Management, LLC | 37,249 | $1.16M | 0.35% | −14,151−27.5% | Reduced |
| American Century Companies Inc | 40,312 | $1.25M | 0.00% | −6,219−13.4% | Reduced |
| HighTower Advisors, LLC | 41,414 | $1.28M | 0.00% | +285+0.7% | Added |
| Commonwealth Equity Services, LLC | 41,684 | $1.29M | 0.00% | +1,658+4.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.30M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,786 | $1.33M | 0.00% | +195+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.40M | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 45,979 | $1.43M | 0.01% | −8,198−15.1% | Reduced |
| Argent Trust Co | 47,659 | $1.48M | 0.08% | +16,930+55.1% | Added |
| Treasurer of the State of North Carolina | 48,064 | $1.49M | 0.01% | −3,878−7.5% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $1.51M | 0.53% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 49,292 | $1.53M | 0.01% | −4,764−8.8% | Reduced |
| Neo Ivy Capital Management | 49,596 | $1.54M | 0.68% | +49,596 | New |
| Royal Bank of Canada | 49,631 | $1.54M | 0.00% | −19,293−28.0% | Reduced |
| Thrivent Financial for Lutherans | 51,786 | $1.61M | 0.00% | +51,786 | New |
| First Washington CORP | 52,372 | $1.62M | 0.66% | +2,372+4.7% | Added |
| STRS Ohio | 53,000 | $1.64M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 53,599 | $1.66M | 0.00% | −609,373−91.9% | Reduced |
| Illinois Municipal Retirement Fund | 53,826 | $1.67M | 0.03% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,481 | $1.69M | 1.81% | −499−0.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 58,797 | $1.82M | 0.24% | +58,797 | New |
| Victory Capital Management Inc | 61,986 | $1.92M | 0.00% | −247,930−80.0% | Reduced |
| Dark Forest Capital Management LP | 62,277 | $1.93M | 0.16% | +62,277 | New |
| Alliancebernstein L.P. | 66,632 | $2.07M | 0.00% | +18,117+37.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,700 | $2.10M | 0.01% | +67,700 | New |
| Stifel Financial Corp | 69,325 | $2.15M | 0.00% | +45,300+188.6% | Added |
| Two Sigma Investments, LP | 70,724 | $2.19M | 0.01% | +51,697+271.7% | Added |
| TD Asset Management Inc | 72,251 | $2.24M | 0.00% | −13,701−15.9% | Reduced |
| National Bank of Canada | 75,697 | $2.29M | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 75,632 | $2.35M | 0.30% | −170.0% | Reduced |
| Wells Fargo & Company | 83,376 | $2.59M | 0.00% | +14,818+21.6% | Added |
| Todd Asset Management LLC | 87,700 | $2.72M | 0.06% | +1,000+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 87,700 | $2.72M | 0.03% | +1,000+1.2% | Added |
| ING Groep NV | 94,700 | $2.94M | 0.03% | −14,000−12.9% | Reduced |
| New York State Common Retirement Fund | 96,891 | $3.00M | 0.00% | −17,274−15.1% | Reduced |
| Kingsview Wealth Management, LLC | 97,852 | $3.03M | 0.11% | +83,927+602.7% | Added |
| UBS Asset Management Americas Inc | 99,291 | $3.08M | 0.00% | −43,949−30.7% | Reduced |
| Basswood Capital Management, L.L.C. | 106,639 | $3.31M | 0.25% | −93,764−46.8% | Reduced |
| Amica Mutual Insurance Co | 109,269 | $3.39M | 0.40% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 112,035 | $3.47M | 0.09% | +112,035 | New |
| Weiss Multi-Strategy Advisers LLC | 115,500 | $3.58M | 0.09% | −99,500−46.3% | Reduced |
| Crawford Investment Counsel Inc | 116,404 | $3.61M | 0.08% | +820+0.7% | Added |
| State Board of Administration of Florida Retirement System | 116,562 | $3.61M | 0.01% | +170+0.1% | Added |
| Rhumbline Advisers | 125,162 | $3.88M | 0.00% | −286−0.2% | Reduced |
| Bank of Montreal | 116,183 | $3.90M | 0.00% | +116,183 | New |
| Price T Rowe Associates Inc | 128,890 | $4.00M | 0.00% | −29,355−18.6% | Reduced |
| State of Alaska, Department of Revenue | 149,165 | $4.63M | 0.06% | 00.0% | Unchanged |
| LSV Asset Management | 151,012 | $4.68M | 0.01% | −246,133−62.0% | Reduced |
| Citadel Advisors LLC | 154,762 | $4.80M | 0.01% | −19,262−11.1% | Reduced |
| Renaissance Technologies LLC | 155,600 | $4.83M | 0.01% | +155,600 | New |
| Swedbank AB | 160,800 | $4.99M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 185,839 | $5.76M | 0.00% | +1,513+0.8% | Added |
| First Trust Advisors LP | 192,365 | $5.97M | 0.01% | −209,053−52.1% | Reduced |
| Principal Financial Group Inc | 193,498 | $6.00M | 0.00% | −7,551−3.8% | Reduced |
| Jane Street Group, LLC | 202,739 | $6.29M | 0.01% | +104,988+107.4% | Added |
| Bank of Nova Scotia | 212,516 | $6.59M | 0.02% | +212,516 | New |
| O'Keefe Stevens Advisory, Inc. | 213,689 | $6.63M | 3.02% | +67,086+45.8% | Added |
| Mackenzie Financial Corp | 226,252 | $6.64M | 0.01% | +12,044+5.6% | Added |
| Qube Research & Technologies Ltd | 245,137 | $7.60M | 0.02% | +44,976+22.5% | Added |
| Invesco Ltd. | 263,777 | $8.18M | 0.00% | −27,639−9.5% | Reduced |
| Bank of America Corp | 277,844 | $8.62M | 0.00% | −92,833−25.0% | Reduced |
| Bank of New York Mellon Corp | 283,445 | $8.79M | 0.00% | +1,387+0.5% | Added |
| Two Sigma Advisers, LP | 301,400 | $9.35M | 0.02% | −700−0.2% | Reduced |
| JPMorgan Chase & Co | 334,578 | $10.4M | 0.00% | +185,385+124.3% | Added |
| Barclays PLC | 343,841 | $10.7M | 0.01% | +103,118+42.8% | Added |
| SG Americas Securities, LLC | 369,950 | $11.5M | 0.15% | −311,107−45.7% | Reduced |
| Nuveen Asset Management, LLC | 389,757 | $12.1M | 0.00% | +141,339+56.9% | Added |
| Goldman Sachs Group Inc | 475,664 | $14.8M | 0.00% | +413,153+660.9% | Added |
| Dimensional Fund Advisors LP | 507,433 | $15.7M | 0.01% | −283,279−35.8% | Reduced |
| Federated Hermes, Inc. | 524,852 | $16.3M | 0.04% | +179,708+52.1% | Added |
| Northern Trust Corp | 542,945 | $16.8M | 0.00% | +122,756+29.2% | Added |
| Third Avenue Management LLC | 550,206 | $17.1M | 2.86% | 00.0% | Unchanged |
| Citigroup Inc | 551,360 | $17.1M | 0.02% | +70,871+14.7% | Added |
| Invenomic Capital Management LP | 616,981 | $19.1M | 0.80% | −51,698−7.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 713,694 | $22.1M | 0.82% | −1,042,834−59.4% | Reduced |
| Royce & Associates LP | 781,992 | $24.2M | 0.25% | +131,653+20.2% | Added |
| HSBC Holdings PLC | 791,158 | $24.7M | 0.03% | +574,379+265.0% | Added |
| UBS Group AG | 1,019,121 | $31.6M | 0.01% | +466,301+84.3% | Added |
| Alyeska Investment Group, L.P. | 1,086,255 | $33.7M | 0.23% | +514,846+90.1% | Added |
| Norges Bank | 1,274,160 | $39.5M | 0.01% | +184,881+17.0% | Added |
| Geode Capital Management, LLC | 1,614,052 | $50.1M | 0.01% | −153,096−8.7% | Reduced |
| Fisher Asset Management, LLC | 2,065,005 | $64.0M | 0.04% | −43,176−2.0% | Reduced |
| Epoch Investment Partners, Inc. | 2,185,852 | $67.8M | 0.43% | −114,254−5.0% | Reduced |
| Morgan Stanley | 2,202,203 | $68.3M | 0.01% | −2,105,626−48.9% | Reduced |
| State Street Corp | 2,253,035 | $69.9M | 0.00% | +167,913+8.1% | Added |
| Charles Schwab Investment Management Inc | 2,825,805 | $87.6M | 0.03% | +84,312+3.1% | Added |
| BlackRock Inc. | 4,297,659 | $133.3M | 0.00% | −331,603−7.2% | Reduced |
| Ariel Investments, LLC | 7,168,099 | $222.3M | 2.35% | −92,563−1.3% | Reduced |
| FMR LLC | 9,563,521 | $296.6M | 0.03% | +436,034+4.8% | Added |
| Vanguard Group Inc | 10,519,785 | $326.2M | 0.01% | +42,455+0.4% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −398,621−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −308,813−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −178,298−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −124,920−100.0% | Sold out |
| Redwood Grove Capital, LLC | 0 | $0 | 0.00% | −118,466−100.0% | Sold out |