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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 0 | $0 | 0.00% | −96,279−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −56,268−100.0% | Sold out |
| Hosking Partners LLP | 0 | $0 | 0.00% | −40,289−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −22,255−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −17,101−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,995−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −11,652−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −12,203−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,052−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −214,573−100.0% | Sold out |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |