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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 62,703 | $2.18M | 0.08% | +53,684+595.2% | Added |
| Wells Fargo & Company | 65,566 | $2.28M | 0.00% | −17,810−21.4% | Reduced |
| M&T Bank Corp | 67,594 | $2.35M | 0.01% | +21,615+47.0% | Added |
| Alliancebernstein L.P. | 76,420 | $2.66M | 0.00% | +9,788+14.7% | Added |
| Mackenzie Financial Corp | 76,736 | $2.67M | 0.00% | −149,516−66.1% | Reduced |
| Thrivent Financial for Lutherans | 79,437 | $2.77M | 0.01% | +27,651+53.4% | Added |
| New York State Common Retirement Fund | 85,676 | $2.98M | 0.00% | −11,215−11.6% | Reduced |
| Stifel Financial Corp | 87,502 | $3.05M | 0.00% | +18,177+26.2% | Added |
| Citadel Advisors LLC | 92,219 | $3.21M | 0.00% | −62,543−40.4% | Reduced |
| UBS Asset Management Americas Inc | 92,292 | $3.21M | 0.00% | −6,999−7.0% | Reduced |
| SG Americas Securities, LLC | 97,320 | $3.39M | 0.04% | −272,630−73.7% | Reduced |
| BNP Paribas Arbitrage, SA | 97,412 | $3.39M | 0.01% | +76,637+368.9% | Added |
| Bank of America Corp | 99,838 | $3.47M | 0.00% | −178,006−64.1% | Reduced |
| Todd Asset Management LLC | 101,200 | $3.52M | 0.08% | +13,500+15.4% | Added |
| Teachers Retirement System of the State of Kentucky | 101,200 | $3.52M | 0.03% | +13,500+15.4% | Added |
| Jane Street Group, LLC | 104,657 | $3.64M | 0.00% | −98,082−48.4% | Reduced |
| National Bank of Canada | 110,800 | $4.00M | 0.01% | +35,103+46.4% | Added |
| State Board of Administration of Florida Retirement System | 116,610 | $4.06M | 0.01% | +480.0% | Added |
| Price T Rowe Associates Inc | 123,846 | $4.31M | 0.00% | −5,044−3.9% | Reduced |
| Rhumbline Advisers | 124,443 | $4.33M | 0.00% | −719−0.6% | Reduced |
| Royal Bank of Canada | 128,115 | $4.46M | 0.00% | +78,484+158.1% | Added |
| First Trust Advisors LP | 132,750 | $4.62M | 0.01% | −59,615−31.0% | Reduced |
| Phase 2 Partners, LLC | 137,586 | $4.79M | 2.53% | +137,586 | New |
| Crestwood Advisors Group LLC | 140,285 | $4.88M | 0.11% | +28,250+25.2% | Added |
| State of Alaska, Department of Revenue | 149,165 | $5.19M | 0.06% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 149,305 | $5.20M | 0.56% | +40,036+36.6% | Added |
| Swedbank AB | 160,800 | $5.60M | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 164,270 | $5.72M | 0.70% | +105,473+179.4% | Added |
| Nomura Holdings Inc | 174,099 | $6.06M | 0.05% | +174,099 | New |
| California Public Employees Retirement System | 184,326 | $6.41M | 0.00% | −1,513−0.8% | Reduced |
| Principal Financial Group Inc | 188,201 | $6.55M | 0.00% | −5,297−2.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 203,635 | $7.09M | 2.85% | −10,054−4.7% | Reduced |
| Syquant Capital SAS | 206,800 | $7.20M | 32.48% | +206,800 | New |
| Two Sigma Investments, LP | 255,044 | $8.88M | 0.02% | +184,320+260.6% | Added |
| Invesco Ltd. | 271,378 | $9.44M | 0.00% | +7,601+2.9% | Added |
| Bank of New York Mellon Corp | 293,275 | $10.2M | 0.00% | +9,830+3.5% | Added |
| Citigroup Inc | 333,627 | $11.6M | 0.02% | −217,733−39.5% | Reduced |
| JPMorgan Chase & Co | 346,157 | $12.0M | 0.00% | +11,579+3.5% | Added |
| UBS Group AG | 360,684 | $12.6M | 0.01% | −658,437−64.6% | Reduced |
| Two Sigma Advisers, LP | 370,100 | $12.9M | 0.03% | +68,700+22.8% | Added |
| Basswood Capital Management, L.L.C. | 377,693 | $13.1M | 0.85% | +271,054+254.2% | Added |
| Dimensional Fund Advisors LP | 415,546 | $14.5M | 0.00% | −91,887−18.1% | Reduced |
| Goldman Sachs Group Inc | 425,402 | $14.8M | 0.00% | −50,262−10.6% | Reduced |
| Northern Trust Corp | 429,685 | $15.0M | 0.00% | −113,260−20.9% | Reduced |
| Invenomic Capital Management LP | 435,298 | $15.1M | 0.81% | −181,683−29.4% | Reduced |
| Nuveen Asset Management, LLC | 477,670 | $16.6M | 0.01% | +87,913+22.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 484,137 | $16.8M | 0.43% | +368,637+319.2% | Added |
| Barclays PLC | 490,278 | $17.1M | 0.01% | +146,437+42.6% | Added |
| Federated Hermes, Inc. | – | $18.3M | 0.05% | – | – |
| Bank of Nova Scotia | 531,900 | $18.5M | 0.03% | +319,384+150.3% | Added |
| HSBC Holdings PLC | 552,836 | $19.2M | 0.02% | −238,322−30.1% | Reduced |
| Alyeska Investment Group, L.P. | 594,043 | $20.7M | 0.14% | −492,212−45.3% | Reduced |
| Royce & Associates LP | 861,274 | $30.0M | 0.28% | +79,282+10.1% | Added |
| Norges Bank | 1,352,373 | $47.1M | 0.01% | +78,213+6.1% | Added |
| Deutsche Bank AG | 1,353,482 | $47.1M | 0.02% | +1,299,883+2,425.2% | Added |
| Fisher Asset Management, LLC | 1,638,444 | $57.0M | 0.03% | −426,561−20.7% | Reduced |
| Geode Capital Management, LLC | 1,670,941 | $58.5M | 0.01% | +56,889+3.5% | Added |
| Epoch Investment Partners, Inc. | 2,112,266 | $73.5M | 0.33% | −73,586−3.4% | Reduced |
| State Street Corp | 2,340,685 | $81.5M | 0.00% | +87,650+3.9% | Added |
| Charles Schwab Investment Management Inc | 2,844,038 | $99.0M | 0.03% | +18,233+0.6% | Added |
| Morgan Stanley | 3,790,760 | $131.9M | 0.01% | +1,588,557+72.1% | Added |
| BlackRock Inc. | 4,234,484 | $147.4M | 0.00% | −63,175−1.5% | Reduced |
| Ariel Investments, LLC | 6,771,311 | $235.6M | 2.35% | −396,788−5.5% | Reduced |
| FMR LLC | 9,712,392 | $338.0M | 0.03% | +148,871+1.6% | Added |
| Vanguard Group Inc | 10,525,508 | $366.3M | 0.01% | +5,723+0.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −550,206−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −245,137−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −155,600−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −151,012−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −116,183−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −116,404−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −97,852−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −94,700−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −72,251−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −67,700−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −62,277−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −52,372−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −49,596−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −41,414−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −37,249−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −37,114−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −28,631−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −25,729−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −24,643−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −21,071−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,696−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,942−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,323−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,310−100.0% | Sold out |
| O'Rourke & Company, Inc | 0 | $0 | 0.00% | −9,562−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,921−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,648−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −8,444−100.0% | Sold out |