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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $487 | 0.00% | +14 | New |
| Quent Capital, LLC | 22 | $766 | 0.00% | +22 | New |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $1.07K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 87 | $3.00K | 0.00% | +87 | New |
| GAMMA Investing LLC | 80 | $3.12K | 0.00% | +80 | New |
| Farther Finance Advisors, LLC | 117 | $4.07K | 0.00% | +117 | New |
| Parallel Advisors, LLC | 135 | $4.70K | 0.00% | −583−81.2% | Reduced |
| Gradient Investments LLC | 137 | $4.77K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 167 | $6.00K | 0.00% | +1+0.6% | Added |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 275 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 292 | $11.2K | 0.00% | +117+66.9% | Added |
| Headlands Technologies LLC | 326 | $11.3K | 0.00% | −1,615−83.2% | Reduced |
| US Bancorp | 337 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $12.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 357 | $12.4K | 0.01% | +357 | New |
| Whittier Trust Co | 424 | $14.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 465 | $16.2K | 0.00% | +465 | New |
| Steward Partners Investment Advisory, LLC | 695 | $24.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 758 | $26.4K | 0.00% | −517−40.5% | Reduced |
| Central Trust Co | 800 | $27.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 846 | $29.4K | 0.00% | −200−19.1% | Reduced |
| Larson Financial Group LLC | 880 | $30.6K | 0.00% | +16+1.9% | Added |
| American International Group, Inc. | 900 | $31.3K | 0.00% | −23−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $49.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,601 | $55.7K | 0.00% | −1,646−50.7% | Reduced |
| CWM, LLC | 1,967 | $68.0K | 0.00% | −55−2.7% | Reduced |
| MetLife Investment Management | 2,129 | $74.1K | 0.00% | −41−1.9% | Reduced |
| Covestor Ltd | 2,433 | $85.0K | 0.06% | +875+56.2% | Added |
| AlphaMark Advisors, LLC | 2,950 | $103.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,950 | $103.0K | 0.00% | +2,950 | New |
| Delta Asset Management LLC | 3,000 | $104.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,100 | $107.9K | 0.08% | +3,100 | New |
| EntryPoint Capital, LLC | 3,133 | $109.0K | 0.10% | +3,133 | New |
| Russell Investments Group, Ltd. | 3,182 | $110.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,963 | $138.0K | 0.00% | −3,683−48.2% | Reduced |
| Utah Retirement Systems | 6,100 | $212.3K | 0.00% | +6,100 | New |
| Investors Research Corp | 6,200 | $215.8K | 0.05% | −800−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,606 | $229.9K | 0.00% | +969+17.2% | Added |
| Rothschild Investment LLC | 7,100 | $247.1K | 0.02% | +7,100 | New |
| Legal & General Group Plc | 7,372 | $256.5K | 0.00% | −118−1.6% | Reduced |
| Inceptionr LLC | 7,641 | $265.9K | 0.19% | −3,113−28.9% | Reduced |
| Teza Capital Management LLC | 7,774 | $270.5K | 0.05% | −10,186−56.7% | Reduced |
| EMC Capital Management | 7,870 | $274.0K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 8,114 | $282.4K | 0.00% | +1,031+14.6% | Added |
| Advisors Asset Management, Inc. | 8,661 | $301.4K | 0.01% | −893−9.3% | Reduced |
| GTS Securities LLC | 8,791 | $305.9K | 0.01% | +8,791 | New |
| Pathstone Holdings, LLC | 8,895 | $320.5K | 0.00% | +8,895 | New |
| Peapack Gladstone Financial Corp | 9,701 | $338.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 9,860 | $343.1K | 0.19% | +9,860 | New |
| Trexquant Investment LP | 10,170 | $353.9K | 0.01% | +10,170 | New |
| Algert Global LLC | 10,410 | $362.3K | 0.01% | +10,410 | New |
| New York Life Investment Management LLC | 10,511 | $365.8K | 0.00% | −242−2.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,857 | $377.8K | 0.11% | −1,301−10.7% | Reduced |
| Intech Investment Management LLC | 10,997 | $382.7K | 0.01% | +10,997 | New |
| NewEdge Wealth, LLC | 11,052 | $384.6K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,875 | $413.3K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,922 | $414.9K | 0.00% | −7,880−39.8% | Reduced |
| GWM Advisors LLC | 11,254 | $440.2K | 0.00% | +1,823+19.3% | Added |
| Voya Investment Management LLC | 13,706 | $477.0K | 0.00% | −786−5.4% | Reduced |
| Toroso Investments, LLC | 13,867 | $482.6K | 0.01% | +358+2.7% | Added |
| HRT Financial LP | 14,019 | $487.0K | 0.00% | +2,559+22.3% | Added |
| Illinois Municipal Retirement Fund | 14,145 | $492.0K | 0.01% | −39,681−73.7% | Reduced |
| Commerce Bank | 14,081 | $492.6K | 0.00% | +14,081 | New |
| Manufacturers Life Insurance Company, The | 15,027 | $522.9K | 0.00% | +222+1.5% | Added |
| Amalgamated Bank | 15,490 | $539.0K | 0.00% | −1,090−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,198 | $563.7K | 0.00% | −137−0.8% | Reduced |
| Sweet Financial Partners, LLC | 17,000 | $591.6K | 0.14% | +5,000+41.7% | Added |
| LPL Financial LLC | 17,089 | $594.7K | 0.00% | −367−2.1% | Reduced |
| Victory Capital Management Inc | 18,014 | $626.9K | 0.00% | −43,972−70.9% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $647.6K | 0.02% | −695,086−97.4% | Reduced |
| California State Teachers Retirement System | 19,135 | $665.9K | 0.00% | −6,176−24.4% | Reduced |
| Empire Life Investments Inc. | 19,252 | $670.0K | 0.04% | +373+2.0% | Added |
| Handelsbanken Fonder AB | 19,600 | $682.0K | 0.00% | −12,000−38.0% | Reduced |
| Raymond James & Associates | 20,376 | $709.1K | 0.00% | −5,546−21.4% | Reduced |
| CI Private Wealth, LLC | 23,700 | $824.8K | 0.00% | −1,515−6.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,992 | $834.9K | 0.00% | +9,430+64.8% | Added |
| Oppenheimer & Co Inc | 24,260 | $844.2K | 0.02% | +7,220+42.4% | Added |
| North Star Investment Management Corp. | 25,028 | $871.0K | 0.07% | −409−1.6% | Reduced |
| Summit Global Investments | 26,003 | $905.0K | 0.06% | +26,003 | New |
| PDT Partners, LLC | 27,599 | $960.4K | 0.11% | −48,033−63.5% | Reduced |
| Commonwealth Equity Services, LLC | 31,091 | $1.08M | 0.00% | −10,593−25.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 32,608 | $1.13M | 0.00% | −2,297−6.6% | Reduced |
| First National Trust Co | 35,206 | $1.23M | 0.05% | +6,522+22.7% | Added |
| SEI Investments Co | 36,336 | $1.26M | 0.00% | +269+0.7% | Added |
| American Century Companies Inc | 36,882 | $1.28M | 0.00% | −3,430−8.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.46M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,040 | $1.46M | 0.00% | −746−1.7% | Reduced |
| Argent Trust Co | 42,959 | $1.49M | 0.07% | −4,700−9.9% | Reduced |
| Natixis | 45,000 | $1.57M | 0.01% | +45,000 | New |
| JTC Employer Solutions Trusteee Ltd | 45,000 | $1.57M | 0.14% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,534 | $1.69M | 0.01% | +470+1.0% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.70M | 0.54% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 50,494 | $1.76M | 0.01% | +1,202+2.4% | Added |
| Lesa Sroufe & Co | 52,641 | $1.83M | 1.87% | −1,840−3.4% | Reduced |