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