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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |