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, Q1 2024
Institutional positions in Lazard, Inc. as of Mar 31, 2024. 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
- 228
- +63 vs. Q4 2023
- Shares held
- 70.6M
- +8.72M (+14.1%) vs. Q4 2023
- Total value
- $2.96B
- +$783.9M (+36.1%) vs. Q4 2023
- New holders
- 95
- 56 more added
- Sold out
- 32
- 47 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,678,365 | $447.1M | 0.01% | +152,857+1.5% | Added |
| FMR LLC | 9,538,367 | $399.4M | 0.03% | −174,025−1.8% | Reduced |
| BlackRock Inc. | 7,077,046 | $296.3M | 0.01% | +2,842,562+67.1% | Added |
| Ariel Investments, LLC | 6,318,658 | $264.6M | 2.60% | −452,653−6.7% | Reduced |
| Morgan Stanley | 3,663,383 | $153.4M | 0.01% | −127,377−3.4% | Reduced |
| Epoch Investment Partners, Inc. | 2,082,856 | $87.2M | 0.39% | −29,410−1.4% | Reduced |
| Principal Financial Group Inc | 1,963,865 | $82.2M | 0.05% | +1,775,664+943.5% | Added |
| Norges Bank | 1,864,265 | $78.1M | 0.01% | +511,892+37.9% | Added |
| State Street Corp | 1,774,991 | $74.3M | 0.00% | −565,694−24.2% | Reduced |
| Geode Capital Management, LLC | 1,728,970 | $72.4M | 0.01% | +58,029+3.5% | Added |
| Fisher Asset Management, LLC | 1,649,012 | $69.0M | 0.03% | +10,568+0.6% | Added |
| Janus Henderson Group PLC | 1,567,944 | $65.6M | 0.04% | +1,567,944 | New |
| Alyeska Investment Group, L.P. | 1,537,314 | $64.4M | 0.40% | +943,271+158.8% | Added |
| Charles Schwab Investment Management Inc | 1,104,628 | $46.3M | 0.01% | −1,739,410−61.2% | Reduced |
| Royce & Associates LP | 968,873 | $40.6M | 0.36% | +107,599+12.5% | Added |
| Two Sigma Advisers, LP | 856,600 | $35.9M | 0.08% | +486,500+131.5% | Added |
| Two Sigma Investments, LP | 620,498 | $26.0M | 0.06% | +365,454+143.3% | Added |
| Federated Hermes, Inc. | 607,370 | $25.4M | 0.06% | – | – |
| Northern Trust Corp | 556,994 | $23.3M | 0.00% | +127,309+29.6% | Added |
| Invesco Ltd. | 552,587 | $23.1M | 0.00% | +281,209+103.6% | Added |
| Third Avenue Management LLC | 550,472 | $23.0M | 3.68% | +550,472 | New |
| Troluce Capital Advisors LLC | 544,100 | $22.8M | 4.89% | +544,100 | New |
| Barclays PLC | 490,079 | $20.5M | 0.01% | −1990.0% | Reduced |
| Nuveen Asset Management, LLC | 477,990 | $20.0M | 0.01% | +320+0.1% | Added |
| Basswood Capital Management, L.L.C. | 476,007 | $19.9M | 1.16% | +98,314+26.0% | Added |
| Bank of America Corp | 460,243 | $19.3M | 0.00% | +360,405+361.0% | Added |
| JPMorgan Chase & Co | 455,689 | $19.1M | 0.00% | +109,532+31.6% | Added |
| Ameriprise Financial Inc | 433,893 | $18.2M | 0.00% | +433,893 | New |
| Royal Bank of Canada | 416,390 | $17.4M | 0.00% | +288,275+225.0% | Added |
| Dimensional Fund Advisors LP | 403,432 | $16.9M | 0.00% | −12,114−2.9% | Reduced |
| Holocene Advisors, LP | 401,688 | $16.8M | 0.06% | +401,688 | New |
| Mesirow Institutional Investment Management, Inc. | 376,588 | $15.8M | 1.40% | +376,588 | New |
| Crawford Investment Counsel Inc | 331,420 | $13.9M | 0.26% | +331,420 | New |
| Qube Research & Technologies Ltd | 318,762 | $13.3M | 0.02% | +318,762 | New |
| Citigroup Inc | 317,277 | $13.3M | 0.01% | −16,350−4.9% | Reduced |
| Penn Capital Management Co Inc | 303,211 | $12.7M | 1.13% | +303,211 | New |
| Envestnet Asset Management Inc | 302,746 | $12.7M | 0.00% | +302,746 | New |
| Millennium Management LLC | 262,919 | $11.0M | 0.01% | +262,919 | New |
| BNP Paribas Arbitrage, SA | 262,003 | $11.0M | 0.01% | +164,591+169.0% | Added |
| New York State Common Retirement Fund | 254,240 | $10.6M | 0.01% | +168,564+196.7% | Added |
| Bank of New York Mellon Corp | 247,666 | $10.4M | 0.00% | −45,609−15.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 204,499 | $8.56M | 2.81% | +864+0.4% | Added |
| UBS Group AG | 201,421 | $8.43M | 0.00% | −159,263−44.2% | Reduced |
| Chilton Investment Co LLC | 197,637 | $8.28M | 0.23% | +197,637 | New |
| Prana Capital Management, LP | 192,581 | $8.06M | 0.36% | +192,581 | New |
| California Public Employees Retirement System | 187,044 | $7.83M | 0.01% | +2,718+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 181,896 | $7.62M | 0.84% | +17,626+10.7% | Added |
| Crestwood Advisors Group LLC | 178,830 | $7.49M | 0.16% | +38,545+27.5% | Added |
| Swedbank AB | 160,800 | $6.73M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 150,027 | $6.28M | 0.01% | +45,370+43.4% | Added |
| State of Alaska, Department of Revenue | 149,165 | $6.25M | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 131,214 | $5.49M | 0.03% | +117,195+836.0% | Added |
| CIBC World Markets Inc. | 111,662 | $4.67M | 0.01% | +111,662 | New |
| Macquarie Group Ltd | 111,047 | $4.65M | 0.01% | +107,084+2,702.1% | Added |
| Rhumbline Advisers | 110,680 | $4.63M | 0.00% | −13,763−11.1% | Reduced |
| First Trust Advisors LP | 105,449 | $4.42M | 0.00% | −27,301−20.6% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 101,962 | $4.27M | 0.37% | +101,962 | New |
| Tudor Investment Corp Et Al | 100,615 | $4.21M | 0.05% | +100,615 | New |
| Price T Rowe Associates Inc | 94,970 | $3.98M | 0.00% | −28,876−23.3% | Reduced |
| Wells Fargo & Company | 86,634 | $3.63M | 0.00% | +21,068+32.1% | Added |
| Deutsche Bank AG | 85,669 | $3.59M | 0.00% | −1,267,813−93.7% | Reduced |
| M&T Bank Corp | 77,885 | $3.26M | 0.01% | +10,291+15.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $3.25M | 0.08% | +77,700 | New |
| Trexquant Investment LP | 77,220 | $3.23M | 0.06% | +67,050+659.3% | Added |
| HSBC Holdings PLC | 75,409 | $3.16M | 0.00% | −477,427−86.4% | Reduced |
| TD Private Client Wealth LLC | 67,132 | $2.81M | 0.09% | +4,429+7.1% | Added |
| Phase 2 Partners, LLC | 64,704 | $2.71M | 1.42% | −72,882−53.0% | Reduced |
| SEI Investments Co | 63,888 | $2.67M | 0.00% | +27,552+75.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 63,859 | $2.61M | 0.01% | +31,251+95.8% | Added |
| UBS Asset Management Americas Inc | 58,513 | $2.45M | 0.00% | −33,779−36.6% | Reduced |
| Lesa Sroufe & Co | 54,855 | $2.30M | 2.15% | +2,214+4.2% | Added |
| Thrivent Financial for Lutherans | 54,818 | $2.29M | 0.00% | −24,619−31.0% | Reduced |
| Natixis | 54,000 | $2.26M | 0.01% | +9,000+20.0% | Added |
| STRS Ohio | 53,000 | $2.22M | 0.01% | +53,000 | New |
| Federation des caisses Desjardins du Quebec | 51,105 | $2.14M | 0.02% | +51,105 | New |
| Alliancebernstein L.P. | 49,860 | $2.09M | 0.00% | −26,560−34.8% | Reduced |
| Stifel Financial Corp | 49,686 | $2.08M | 0.00% | −37,816−43.2% | Reduced |
| Treasurer of the State of North Carolina | 48,864 | $2.05M | 0.01% | +330+0.7% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.04M | 0.60% | 00.0% | Unchanged |
| Quantbot Technologies LP | 46,089 | $1.93M | 0.11% | +46,089 | New |
| Citadel Advisors LLC | 45,733 | $1.91M | 0.00% | −46,486−50.4% | Reduced |
| Truist Financial Corp | 45,720 | $1.91M | 0.00% | +37,606+463.5% | Added |
| Argent Trust Co | 44,773 | $1.87M | 0.08% | +1,814+4.2% | Added |
| PEAK6 Investments LLC | 43,292 | $1.81M | 0.09% | +43,292 | New |
| Janney Montgomery Scott LLC | 42,955 | $1.80M | 0.01% | +915+2.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.76M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 41,880 | $1.75M | 0.01% | −8,614−17.1% | Reduced |
| DRW Securities, LLC | 40,229 | $1.68M | 0.10% | +40,229 | New |
| HighTower Advisors, LLC | 39,417 | $1.65M | 0.00% | +39,417 | New |
| FJ Capital Management LLC | 38,900 | $1.63M | 0.17% | +38,900 | New |
| Mackenzie Financial Corp | 38,735 | $1.62M | 0.00% | −38,001−49.5% | Reduced |
| Commonwealth Equity Services, LLC | 37,556 | $1.57M | 0.00% | +6,465+20.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 36,050 | $1.51M | 0.01% | +36,050 | New |
| Redwood Investment Management, LLC | 35,924 | $1.50M | 0.14% | +35,924 | New |
| First National Trust Co | 35,206 | $1.47M | 0.06% | 00.0% | Unchanged |
| American Century Companies Inc | 34,776 | $1.46M | 0.00% | −2,106−5.7% | Reduced |
| Colony Group, LLC | 34,764 | $1.46M | 0.01% | +34,764 | New |
| Callahan Advisors, LLC | 34,130 | $1.43M | 0.15% | +34,130 | New |
| Natixis Advisors, L.P. | 31,014 | $1.30M | 0.00% | +31,014 | New |
| Hunter Perkins Capital Management, LLC | 29,345 | $1.23M | 0.25% | +29,345 | New |