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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 15,377 | $644.0K | 0.00% | +15,377 | New |
| Great Lakes Retirement, Inc. | 16,019 | $670.7K | 0.10% | +16,019 | New |
| Simplicity Wealth,LLC | 17,133 | $717.3K | 0.02% | +17,133 | New |
| Bleakley Financial Group, LLC | 17,197 | $720.0K | 0.02% | +17,197 | New |
| Numerai GP LLC | 17,335 | $725.8K | 0.31% | +17,335 | New |
| Sweet Financial Partners, LLC | 17,500 | $732.7K | 0.17% | +500+2.9% | Added |
| Lecap Asset Management Ltd | 17,594 | $736.7K | 0.15% | +17,594 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 17,803 | $745.4K | 0.83% | +17,803 | New |
| Franklin Resources Inc | 18,256 | $764.4K | 0.00% | +18,256 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $779.1K | 0.03% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 19,252 | $806.1K | 0.05% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,482 | $815.7K | 0.00% | +4,455+29.6% | Added |
| Handelsbanken Fonder AB | 19,600 | $821.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 20,717 | $867.4K | 0.00% | +341+1.7% | Added |
| Autumn Glory Partners, LLC | 21,071 | $882.2K | 0.43% | +21,071 | New |
| Amalgamated Bank | 21,084 | $883.0K | 0.01% | +5,594+36.1% | Added |
| CI Private Wealth, LLC | 22,300 | $933.7K | 0.00% | −1,400−5.9% | Reduced |
| O'Brien Greene & Co. Inc | 22,500 | $942.1K | 0.31% | +22,500 | New |
| Prudential Financial Inc | 23,369 | $978.5K | 0.00% | +23,369 | New |
| Jacobs Levy Equity Management, Inc | 23,469 | $982.6K | 0.00% | −523−2.2% | Reduced |
| Oppenheimer & Co Inc | 24,070 | $1.01M | 0.02% | −190−0.8% | Reduced |
| North Star Investment Management Corp. | 24,990 | $1.05M | 0.07% | −38−0.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,580 | $1.07M | 0.25% | +25,580 | New |
| ClearAlpha Technologies LP | 26,180 | $1.10M | 0.47% | +26,180 | New |
| Brinker Capital Investments, LLC | 26,883 | $1.13M | 0.01% | +26,883 | New |
| Orion Portfolio Solutions, LLC | 26,883 | $1.13M | 0.01% | +26,883 | New |
| PDT Partners, LLC | 27,598 | $1.16M | 0.11% | −10.0% | Reduced |
| LPL Financial LLC | 28,067 | $1.18M | 0.00% | +10,978+64.2% | Added |
| Hunter Perkins Capital Management, LLC | 29,345 | $1.23M | 0.25% | +29,345 | New |
| Natixis Advisors, L.P. | 31,014 | $1.30M | 0.00% | +31,014 | New |
| Callahan Advisors, LLC | 34,130 | $1.43M | 0.15% | +34,130 | New |
| Colony Group, LLC | 34,764 | $1.46M | 0.01% | +34,764 | New |
| American Century Companies Inc | 34,776 | $1.46M | 0.00% | −2,106−5.7% | Reduced |
| First National Trust Co | 35,206 | $1.47M | 0.06% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 35,924 | $1.50M | 0.14% | +35,924 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 36,050 | $1.51M | 0.01% | +36,050 | New |
| Commonwealth Equity Services, LLC | 37,556 | $1.57M | 0.00% | +6,465+20.8% | Added |
| Mackenzie Financial Corp | 38,735 | $1.62M | 0.00% | −38,001−49.5% | Reduced |
| FJ Capital Management LLC | 38,900 | $1.63M | 0.17% | +38,900 | New |
| HighTower Advisors, LLC | 39,417 | $1.65M | 0.00% | +39,417 | New |
| DRW Securities, LLC | 40,229 | $1.68M | 0.10% | +40,229 | New |
| Public Employees Retirement System of Ohio | 41,880 | $1.75M | 0.01% | −8,614−17.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.76M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,955 | $1.80M | 0.01% | +915+2.2% | Added |
| PEAK6 Investments LLC | 43,292 | $1.81M | 0.09% | +43,292 | New |
| Argent Trust Co | 44,773 | $1.87M | 0.08% | +1,814+4.2% | Added |
| Truist Financial Corp | 45,720 | $1.91M | 0.00% | +37,606+463.5% | Added |
| Citadel Advisors LLC | 45,733 | $1.91M | 0.00% | −46,486−50.4% | Reduced |
| Quantbot Technologies LP | 46,089 | $1.93M | 0.11% | +46,089 | New |
| Paulson Wealth Management Inc. | 48,762 | $2.04M | 0.60% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,864 | $2.05M | 0.01% | +330+0.7% | Added |
| Stifel Financial Corp | 49,686 | $2.08M | 0.00% | −37,816−43.2% | Reduced |
| Alliancebernstein L.P. | 49,860 | $2.09M | 0.00% | −26,560−34.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 51,105 | $2.14M | 0.02% | +51,105 | New |
| STRS Ohio | 53,000 | $2.22M | 0.01% | +53,000 | New |
| Natixis | 54,000 | $2.26M | 0.01% | +9,000+20.0% | Added |
| Thrivent Financial for Lutherans | 54,818 | $2.29M | 0.00% | −24,619−31.0% | Reduced |
| Lesa Sroufe & Co | 54,855 | $2.30M | 2.15% | +2,214+4.2% | Added |
| UBS Asset Management Americas Inc | 58,513 | $2.45M | 0.00% | −33,779−36.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 63,859 | $2.61M | 0.01% | +31,251+95.8% | Added |
| SEI Investments Co | 63,888 | $2.67M | 0.00% | +27,552+75.8% | Added |
| Phase 2 Partners, LLC | 64,704 | $2.71M | 1.42% | −72,882−53.0% | Reduced |
| TD Private Client Wealth LLC | 67,132 | $2.81M | 0.09% | +4,429+7.1% | Added |
| HSBC Holdings PLC | 75,409 | $3.16M | 0.00% | −477,427−86.4% | Reduced |
| Trexquant Investment LP | 77,220 | $3.23M | 0.06% | +67,050+659.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $3.25M | 0.08% | +77,700 | New |
| M&T Bank Corp | 77,885 | $3.26M | 0.01% | +10,291+15.2% | Added |
| Deutsche Bank AG | 85,669 | $3.59M | 0.00% | −1,267,813−93.7% | Reduced |
| Wells Fargo & Company | 86,634 | $3.63M | 0.00% | +21,068+32.1% | Added |
| Price T Rowe Associates Inc | 94,970 | $3.98M | 0.00% | −28,876−23.3% | Reduced |
| Tudor Investment Corp Et Al | 100,615 | $4.21M | 0.05% | +100,615 | New |
| SPX Equities Gestao de Recursos Ltda | 101,962 | $4.27M | 0.37% | +101,962 | New |
| First Trust Advisors LP | 105,449 | $4.42M | 0.00% | −27,301−20.6% | Reduced |
| Rhumbline Advisers | 110,680 | $4.63M | 0.00% | −13,763−11.1% | Reduced |
| Macquarie Group Ltd | 111,047 | $4.65M | 0.01% | +107,084+2,702.1% | Added |
| CIBC World Markets Inc. | 111,662 | $4.67M | 0.01% | +111,662 | New |
| HRT Financial LP | 131,214 | $5.49M | 0.03% | +117,195+836.0% | Added |
| State of Alaska, Department of Revenue | 149,165 | $6.25M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 150,027 | $6.28M | 0.01% | +45,370+43.4% | Added |
| Swedbank AB | 160,800 | $6.73M | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 178,830 | $7.49M | 0.16% | +38,545+27.5% | Added |
| Strategic Wealth Partners, Ltd. | 181,896 | $7.62M | 0.84% | +17,626+10.7% | Added |
| California Public Employees Retirement System | 187,044 | $7.83M | 0.01% | +2,718+1.5% | Added |
| Prana Capital Management, LP | 192,581 | $8.06M | 0.36% | +192,581 | New |
| Chilton Investment Co LLC | 197,637 | $8.28M | 0.23% | +197,637 | New |
| UBS Group AG | 201,421 | $8.43M | 0.00% | −159,263−44.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 204,499 | $8.56M | 2.81% | +864+0.4% | Added |
| Bank of New York Mellon Corp | 247,666 | $10.4M | 0.00% | −45,609−15.6% | Reduced |
| New York State Common Retirement Fund | 254,240 | $10.6M | 0.01% | +168,564+196.7% | Added |
| BNP Paribas Arbitrage, SA | 262,003 | $11.0M | 0.01% | +164,591+169.0% | Added |
| Millennium Management LLC | 262,919 | $11.0M | 0.01% | +262,919 | New |
| Envestnet Asset Management Inc | 302,746 | $12.7M | 0.00% | +302,746 | New |
| Penn Capital Management Co Inc | 303,211 | $12.7M | 1.13% | +303,211 | New |
| Citigroup Inc | 317,277 | $13.3M | 0.01% | −16,350−4.9% | Reduced |
| Qube Research & Technologies Ltd | 318,762 | $13.3M | 0.02% | +318,762 | New |
| Crawford Investment Counsel Inc | 331,420 | $13.9M | 0.26% | +331,420 | New |
| Mesirow Institutional Investment Management, Inc. | 376,588 | $15.8M | 1.40% | +376,588 | New |
| Holocene Advisors, LP | 401,688 | $16.8M | 0.06% | +401,688 | New |
| Dimensional Fund Advisors LP | 403,432 | $16.9M | 0.00% | −12,114−2.9% | Reduced |
| Royal Bank of Canada | 416,390 | $17.4M | 0.00% | +288,275+225.0% | Added |