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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $419 | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 10 | $419 | 0.00% | +10 | New |
| Gradient Investments LLC | 12 | $502 | 0.00% | −125−91.2% | Reduced |
| Impact Partnership Wealth, LLC | 16 | $683 | 0.00% | +16 | New |
| Quent Capital, LLC | 22 | $921 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $963 | 0.00% | +11+78.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 24 | $1.00K | 0.00% | +24 | New |
| Farther Finance Advisors, LLC | 25 | $1.02K | 0.00% | −92−78.6% | Reduced |
| Byrne Asset Management LLC | 28 | $1.17K | 0.00% | +28 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.30K | 0.00% | +1+3.3% | Added |
| Carolinas Wealth Consulting LLC | 38 | $1.59K | 0.00% | +38 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.09K | 0.00% | +50 | New |
| Richardson Financial Services Inc. | 60 | $2.51K | 0.00% | +60 | New |
| First Horizon Advisors, Inc. | 63 | $2.64K | 0.00% | +63 | New |
| GAMMA Investing LLC | 67 | $2.81K | 0.00% | −13−16.3% | Reduced |
| Creative Financial Designs Inc | 127 | $5.32K | 0.00% | +127 | New |
| Parallel Advisors, LLC | 135 | $5.65K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 171 | $6.63K | 0.00% | +171 | New |
| Ci Investments Inc. | 216 | $9.00K | 0.00% | +49+29.3% | Added |
| Harbour Investments, Inc. | 286 | $12.0K | 0.00% | +286 | New |
| City State Bank | 275 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 292 | $12.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 297 | $12.3K | 0.00% | +297 | New |
| FinTrust Capital Advisors, LLC | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $13.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 337 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $14.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $17.2K | 0.00% | +410 | New |
| Principal Securities, Inc. | 423 | $17.7K | 0.00% | +423 | New |
| Whittier Trust Co | 424 | $17.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 468 | $19.6K | 0.00% | +468 | New |
| Bokf, NA | 500 | $20.4K | 0.00% | +500 | New |
| Continuum Advisory, LLC | 560 | $21.8K | 0.00% | +560 | New |
| Allspring Global Investments Holdings, LLC | 597 | $25.0K | 0.00% | +597 | New |
| TD Waterhouse Canada Inc. | 654 | $26.8K | 0.00% | +654 | New |
| Central Trust Co | 800 | $33.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 901 | $37.7K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,000 | $41.9K | 0.00% | +120+13.6% | Added |
| SYSTM Wealth Solutions LLC | 1,136 | $47.6K | 0.01% | +1,136 | New |
| Steward Partners Investment Advisory, LLC | 1,195 | $50.0K | 0.00% | +500+71.9% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $59.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,897 | $79.0K | 0.05% | −536−22.0% | Reduced |
| CWM, LLC | 1,969 | $82.0K | 0.00% | +2+0.1% | Added |
| Proequities, Inc. | 2,017 | $84.5K | 0.01% | +2,017 | New |
| MetLife Investment Management | 2,129 | $89.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,500 | $104.7K | 0.03% | +2,500 | New |
| The PNC Financial Services Group, Inc. | 2,603 | $109.0K | 0.00% | +2,603 | New |
| National Bank of Canada | 3,017 | $116.6K | 0.00% | −107,783−97.3% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $124.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $125.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,097 | $129.7K | 0.00% | +1,496+93.4% | Added |
| Broadwater Capital Management LLC | 3,100 | $129.8K | 0.10% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,600 | $150.7K | 0.36% | +3,600 | New |
| Assetmark, Inc | 4,357 | $182.4K | 0.00% | +4,357 | New |
| Cambridge Investment Research Advisors, Inc. | 4,871 | $204.0K | 0.00% | +4,871 | New |
| Delta Investment Management, LLC | 5,000 | $209.3K | 0.05% | +5,000 | New |
| Investors Research Corp | 5,450 | $228.2K | 0.05% | −750−12.1% | Reduced |
| Utah Retirement Systems | 6,000 | $251.2K | 0.00% | −100−1.6% | Reduced |
| Davenport & Co LLC | 6,000 | $251.2K | 0.00% | +6,000 | New |
| Beverly Hills Private Wealth, LLC | 6,097 | $255.3K | 0.06% | +6,097 | New |
| Northwestern Mutual Wealth Management Co | 6,106 | $255.7K | 0.00% | −500−7.6% | Reduced |
| Laurion Capital Management LP | 6,128 | $256.6K | 0.01% | +6,128 | New |
| Ascent Group, LLC | 6,180 | $258.8K | 0.02% | +6,180 | New |
| Prelude Capital Management, LLC | 6,814 | $285.3K | 0.02% | +6,814 | New |
| Rothschild Investment LLC | 7,100 | $297.3K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,552 | $316.2K | 0.01% | −1,109−12.8% | Reduced |
| Maryland State Retirement & Pension System | 8,648 | $323.3K | 0.01% | +8,648 | New |
| XTX Topco Ltd | 7,943 | $332.6K | 0.04% | +7,943 | New |
| O'Rourke & Company, Inc | 8,171 | $342.0K | 0.20% | +8,171 | New |
| Legal & General Group Plc | 8,229 | $344.5K | 0.00% | +857+11.6% | Added |
| Mirabella Financial Services LLP | 8,239 | $345.0K | 0.03% | +8,239 | New |
| State of Wyoming | 8,613 | $360.6K | 0.06% | +8,613 | New |
| Hartline Investment Corp | 8,794 | $368.2K | 0.06% | +8,794 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,794 | $368.2K | 0.06% | +8,794 | New |
| New York Life Investment Management LLC | 8,899 | $372.6K | 0.00% | −1,612−15.3% | Reduced |
| Russell Investments Group, Ltd. | 9,314 | $390.0K | 0.00% | +6,132+192.7% | Added |
| Gilman Hill Asset Management, LLC | 9,675 | $405.1K | 0.07% | +9,675 | New |
| Peapack Gladstone Financial Corp | 9,701 | $406.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,127 | $424.0K | 0.00% | −6,071−37.5% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $434.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,635 | $445.0K | 0.00% | −86,685−89.1% | Reduced |
| Comerica Bank | 10,647 | $445.8K | 0.00% | +10,647 | New |
| Jump Financial, LLC | 10,653 | $446.0K | 0.01% | +10,653 | New |
| SpiderRock Advisors, LLC | 11,875 | $458.7K | 0.01% | +11,875 | New |
| Edmond de Rothschild Holding S.A. | 11,053 | $462.8K | 0.01% | +11,053 | New |
| Quest Partners LLC | 11,318 | $473.9K | 0.08% | +11,318 | New |
| Cetera Investment Advisers | 11,510 | $481.9K | 0.00% | +11,510 | New |
| Advisor Group Holdings, Inc. | 11,657 | $488.1K | 0.00% | −265−2.2% | Reduced |
| Brevan Howard Capital Management LP | 11,712 | $490.4K | 0.04% | +11,712 | New |
| Claro Advisors LLC | 11,875 | $497.2K | 0.09% | 00.0% | Unchanged |
| Inceptionr LLC | 12,107 | $506.9K | 0.13% | +4,466+58.4% | Added |
| California State Teachers Retirement System | 12,121 | $507.5K | 0.00% | −7,014−36.7% | Reduced |
| GWM Advisors LLC | 12,127 | $507.8K | 0.00% | +873+7.8% | Added |
| Old Mission Capital LLC | 12,624 | $528.6K | 0.01% | +12,624 | New |
| Voya Investment Management LLC | 13,108 | $548.8K | 0.00% | −598−4.4% | Reduced |
| Commerce Bank | 13,196 | $552.5K | 0.00% | −885−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,145 | $592.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,868 | $622.5K | 0.00% | −3,146−17.5% | Reduced |