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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 13,706 | $477.0K | 0.00% | −786−5.4% | Reduced |
| GWM Advisors LLC | 11,254 | $440.2K | 0.00% | +1,823+19.3% | Added |
| Advisor Group Holdings, Inc. | 11,922 | $414.9K | 0.00% | −7,880−39.8% | Reduced |
| Claro Advisors LLC | 11,875 | $413.3K | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,052 | $384.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,997 | $382.7K | 0.01% | +10,997 | New |
| Shulman DeMeo Asset Management LLC | 10,857 | $377.8K | 0.11% | −1,301−10.7% | Reduced |
| New York Life Investment Management LLC | 10,511 | $365.8K | 0.00% | −242−2.3% | Reduced |
| Algert Global LLC | 10,410 | $362.3K | 0.01% | +10,410 | New |
| Trexquant Investment LP | 10,170 | $353.9K | 0.01% | +10,170 | New |
| Sciencast Management LP | 9,860 | $343.1K | 0.19% | +9,860 | New |
| Peapack Gladstone Financial Corp | 9,701 | $338.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,895 | $320.5K | 0.00% | +8,895 | New |
| GTS Securities LLC | 8,791 | $305.9K | 0.01% | +8,791 | New |
| Advisors Asset Management, Inc. | 8,661 | $301.4K | 0.01% | −893−9.3% | Reduced |
| Truist Financial Corp | 8,114 | $282.4K | 0.00% | +1,031+14.6% | Added |
| EMC Capital Management | 7,870 | $274.0K | 0.18% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,774 | $270.5K | 0.05% | −10,186−56.7% | Reduced |
| Inceptionr LLC | 7,641 | $265.9K | 0.19% | −3,113−28.9% | Reduced |
| Legal & General Group Plc | 7,372 | $256.5K | 0.00% | −118−1.6% | Reduced |
| Rothschild Investment LLC | 7,100 | $247.1K | 0.02% | +7,100 | New |
| Northwestern Mutual Wealth Management Co | 6,606 | $229.9K | 0.00% | +969+17.2% | Added |
| Investors Research Corp | 6,200 | $215.8K | 0.05% | −800−11.4% | Reduced |
| Utah Retirement Systems | 6,100 | $212.3K | 0.00% | +6,100 | New |
| Macquarie Group Ltd | 3,963 | $138.0K | 0.00% | −3,683−48.2% | Reduced |
| Russell Investments Group, Ltd. | 3,182 | $110.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,133 | $109.0K | 0.10% | +3,133 | New |
| Broadwater Capital Management LLC | 3,100 | $107.9K | 0.08% | +3,100 | New |
| Delta Asset Management LLC | 3,000 | $104.4K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $103.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,950 | $103.0K | 0.00% | +2,950 | New |
| Covestor Ltd | 2,433 | $85.0K | 0.06% | +875+56.2% | Added |
| MetLife Investment Management | 2,129 | $74.1K | 0.00% | −41−1.9% | Reduced |
| CWM, LLC | 1,967 | $68.0K | 0.00% | −55−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,601 | $55.7K | 0.00% | −1,646−50.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $49.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 900 | $31.3K | 0.00% | −23−2.5% | Reduced |
| Larson Financial Group LLC | 880 | $30.6K | 0.00% | +16+1.9% | Added |
| Geneos Wealth Management Inc. | 846 | $29.4K | 0.00% | −200−19.1% | Reduced |
| Central Trust Co | 800 | $27.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 758 | $26.4K | 0.00% | −517−40.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 695 | $24.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 465 | $16.2K | 0.00% | +465 | New |
| Whittier Trust Co | 424 | $14.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 357 | $12.4K | 0.01% | +357 | New |
| Fifth Third Bancorp | 350 | $12.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 337 | $11.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 326 | $11.3K | 0.00% | −1,615−83.2% | Reduced |
| Global Retirement Partners, LLC | 292 | $11.2K | 0.00% | +117+66.9% | Added |
| Boyd Watterson Asset Management LLC | 317 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 275 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 167 | $6.00K | 0.00% | +1+0.6% | Added |
| NBC Securities, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 137 | $4.77K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $4.70K | 0.00% | −583−81.2% | Reduced |
| Farther Finance Advisors, LLC | 117 | $4.07K | 0.00% | +117 | New |
| GAMMA Investing LLC | 80 | $3.12K | 0.00% | +80 | New |
| Loomis Sayles & Co L P | 87 | $3.00K | 0.00% | +87 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $1.07K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $766 | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 14 | $487 | 0.00% | +14 | New |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| 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 |