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, Q4 2023
Institutional positions in Lazard, Inc. as of Dec 31, 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
- 165
- −27 vs. Q3 2023
- Shares held
- 61.9M
- −1.52M (−2.4%) vs. Q3 2023
- Total value
- $2.17B
- +$206.1M (+10.5%) vs. Q3 2023
- New holders
- 24
- 51 more added
- Sold out
- 51
- 62 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,525,508 | $366.3M | 0.01% | +5,723+0.1% | Added |
| FMR LLC | 9,712,392 | $338.0M | 0.03% | +148,871+1.6% | Added |
| Ariel Investments, LLC | 6,771,311 | $235.6M | 2.35% | −396,788−5.5% | Reduced |
| BlackRock Inc. | 4,234,484 | $147.4M | 0.00% | −63,175−1.5% | Reduced |
| Morgan Stanley | 3,790,760 | $131.9M | 0.01% | +1,588,557+72.1% | Added |
| Charles Schwab Investment Management Inc | 2,844,038 | $99.0M | 0.03% | +18,233+0.6% | Added |
| State Street Corp | 2,340,685 | $81.5M | 0.00% | +87,650+3.9% | Added |
| Epoch Investment Partners, Inc. | 2,112,266 | $73.5M | 0.33% | −73,586−3.4% | Reduced |
| Geode Capital Management, LLC | 1,670,941 | $58.5M | 0.01% | +56,889+3.5% | Added |
| Fisher Asset Management, LLC | 1,638,444 | $57.0M | 0.03% | −426,561−20.7% | Reduced |
| Deutsche Bank AG | 1,353,482 | $47.1M | 0.02% | +1,299,883+2,425.2% | Added |
| Norges Bank | 1,352,373 | $47.1M | 0.01% | +78,213+6.1% | Added |
| Royce & Associates LP | 861,274 | $30.0M | 0.28% | +79,282+10.1% | Added |
| Alyeska Investment Group, L.P. | 594,043 | $20.7M | 0.14% | −492,212−45.3% | Reduced |
| HSBC Holdings PLC | 552,836 | $19.2M | 0.02% | −238,322−30.1% | Reduced |
| Bank of Nova Scotia | 531,900 | $18.5M | 0.03% | +319,384+150.3% | Added |
| Federated Hermes, Inc. | – | $18.3M | 0.05% | – | – |
| Barclays PLC | 490,278 | $17.1M | 0.01% | +146,437+42.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 484,137 | $16.8M | 0.43% | +368,637+319.2% | Added |
| Nuveen Asset Management, LLC | 477,670 | $16.6M | 0.01% | +87,913+22.6% | Added |
| Invenomic Capital Management LP | 435,298 | $15.1M | 0.81% | −181,683−29.4% | Reduced |
| Northern Trust Corp | 429,685 | $15.0M | 0.00% | −113,260−20.9% | Reduced |
| Goldman Sachs Group Inc | 425,402 | $14.8M | 0.00% | −50,262−10.6% | Reduced |
| Dimensional Fund Advisors LP | 415,546 | $14.5M | 0.00% | −91,887−18.1% | Reduced |
| Basswood Capital Management, L.L.C. | 377,693 | $13.1M | 0.85% | +271,054+254.2% | Added |
| Two Sigma Advisers, LP | 370,100 | $12.9M | 0.03% | +68,700+22.8% | Added |
| UBS Group AG | 360,684 | $12.6M | 0.01% | −658,437−64.6% | Reduced |
| JPMorgan Chase & Co | 346,157 | $12.0M | 0.00% | +11,579+3.5% | Added |
| Citigroup Inc | 333,627 | $11.6M | 0.02% | −217,733−39.5% | Reduced |
| Bank of New York Mellon Corp | 293,275 | $10.2M | 0.00% | +9,830+3.5% | Added |
| Invesco Ltd. | 271,378 | $9.44M | 0.00% | +7,601+2.9% | Added |
| Two Sigma Investments, LP | 255,044 | $8.88M | 0.02% | +184,320+260.6% | Added |
| Syquant Capital SAS | 206,800 | $7.20M | 32.48% | +206,800 | New |
| O'Keefe Stevens Advisory, Inc. | 203,635 | $7.09M | 2.85% | −10,054−4.7% | Reduced |
| Principal Financial Group Inc | 188,201 | $6.55M | 0.00% | −5,297−2.7% | Reduced |
| California Public Employees Retirement System | 184,326 | $6.41M | 0.00% | −1,513−0.8% | Reduced |
| Nomura Holdings Inc | 174,099 | $6.06M | 0.05% | +174,099 | New |
| Strategic Wealth Partners, Ltd. | 164,270 | $5.72M | 0.70% | +105,473+179.4% | Added |
| Swedbank AB | 160,800 | $5.60M | 0.01% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 149,305 | $5.20M | 0.56% | +40,036+36.6% | Added |
| State of Alaska, Department of Revenue | 149,165 | $5.19M | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 140,285 | $4.88M | 0.11% | +28,250+25.2% | Added |
| Phase 2 Partners, LLC | 137,586 | $4.79M | 2.53% | +137,586 | New |
| First Trust Advisors LP | 132,750 | $4.62M | 0.01% | −59,615−31.0% | Reduced |
| Royal Bank of Canada | 128,115 | $4.46M | 0.00% | +78,484+158.1% | Added |
| Rhumbline Advisers | 124,443 | $4.33M | 0.00% | −719−0.6% | Reduced |
| Price T Rowe Associates Inc | 123,846 | $4.31M | 0.00% | −5,044−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 116,610 | $4.06M | 0.01% | +480.0% | Added |
| National Bank of Canada | 110,800 | $4.00M | 0.01% | +35,103+46.4% | Added |
| Jane Street Group, LLC | 104,657 | $3.64M | 0.00% | −98,082−48.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 101,200 | $3.52M | 0.03% | +13,500+15.4% | Added |
| Todd Asset Management LLC | 101,200 | $3.52M | 0.08% | +13,500+15.4% | Added |
| Bank of America Corp | 99,838 | $3.47M | 0.00% | −178,006−64.1% | Reduced |
| BNP Paribas Arbitrage, SA | 97,412 | $3.39M | 0.01% | +76,637+368.9% | Added |
| SG Americas Securities, LLC | 97,320 | $3.39M | 0.04% | −272,630−73.7% | Reduced |
| UBS Asset Management Americas Inc | 92,292 | $3.21M | 0.00% | −6,999−7.0% | Reduced |
| Citadel Advisors LLC | 92,219 | $3.21M | 0.00% | −62,543−40.4% | Reduced |
| Stifel Financial Corp | 87,502 | $3.05M | 0.00% | +18,177+26.2% | Added |
| New York State Common Retirement Fund | 85,676 | $2.98M | 0.00% | −11,215−11.6% | Reduced |
| Thrivent Financial for Lutherans | 79,437 | $2.77M | 0.01% | +27,651+53.4% | Added |
| Mackenzie Financial Corp | 76,736 | $2.67M | 0.00% | −149,516−66.1% | Reduced |
| Alliancebernstein L.P. | 76,420 | $2.66M | 0.00% | +9,788+14.7% | Added |
| M&T Bank Corp | 67,594 | $2.35M | 0.01% | +21,615+47.0% | Added |
| Wells Fargo & Company | 65,566 | $2.28M | 0.00% | −17,810−21.4% | Reduced |
| TD Private Client Wealth LLC | 62,703 | $2.18M | 0.08% | +53,684+595.2% | Added |
| Lesa Sroufe & Co | 52,641 | $1.83M | 1.87% | −1,840−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 50,494 | $1.76M | 0.01% | +1,202+2.4% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.70M | 0.54% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,534 | $1.69M | 0.01% | +470+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.57M | 0.14% | 00.0% | Unchanged |
| Natixis | 45,000 | $1.57M | 0.01% | +45,000 | New |
| Argent Trust Co | 42,959 | $1.49M | 0.07% | −4,700−9.9% | Reduced |
| Janney Montgomery Scott LLC | 42,040 | $1.46M | 0.00% | −746−1.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 36,882 | $1.28M | 0.00% | −3,430−8.5% | Reduced |
| SEI Investments Co | 36,336 | $1.26M | 0.00% | +269+0.7% | Added |
| First National Trust Co | 35,206 | $1.23M | 0.05% | +6,522+22.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 32,608 | $1.13M | 0.00% | −2,297−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 31,091 | $1.08M | 0.00% | −10,593−25.4% | Reduced |
| PDT Partners, LLC | 27,599 | $960.4K | 0.11% | −48,033−63.5% | Reduced |
| Summit Global Investments | 26,003 | $905.0K | 0.06% | +26,003 | New |
| North Star Investment Management Corp. | 25,028 | $871.0K | 0.07% | −409−1.6% | Reduced |
| Oppenheimer & Co Inc | 24,260 | $844.2K | 0.02% | +7,220+42.4% | Added |
| Jacobs Levy Equity Management, Inc | 23,992 | $834.9K | 0.00% | +9,430+64.8% | Added |
| CI Private Wealth, LLC | 23,700 | $824.8K | 0.00% | −1,515−6.0% | Reduced |
| Raymond James & Associates | 20,376 | $709.1K | 0.00% | −5,546−21.4% | Reduced |
| Handelsbanken Fonder AB | 19,600 | $682.0K | 0.00% | −12,000−38.0% | Reduced |
| Empire Life Investments Inc. | 19,252 | $670.0K | 0.04% | +373+2.0% | Added |
| California State Teachers Retirement System | 19,135 | $665.9K | 0.00% | −6,176−24.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $647.6K | 0.02% | −695,086−97.4% | Reduced |
| Victory Capital Management Inc | 18,014 | $626.9K | 0.00% | −43,972−70.9% | Reduced |
| LPL Financial LLC | 17,089 | $594.7K | 0.00% | −367−2.1% | Reduced |
| Sweet Financial Partners, LLC | 17,000 | $591.6K | 0.14% | +5,000+41.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,198 | $563.7K | 0.00% | −137−0.8% | Reduced |
| Amalgamated Bank | 15,490 | $539.0K | 0.00% | −1,090−6.6% | Reduced |
| Manufacturers Life Insurance Company, The | 15,027 | $522.9K | 0.00% | +222+1.5% | Added |
| Commerce Bank | 14,081 | $492.6K | 0.00% | +14,081 | New |
| Illinois Municipal Retirement Fund | 14,145 | $492.0K | 0.01% | −39,681−73.7% | Reduced |
| HRT Financial LP | 14,019 | $487.0K | 0.00% | +2,559+22.3% | Added |
| Toroso Investments, LLC | 13,867 | $482.6K | 0.01% | +358+2.7% | Added |