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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 433,893 | $18.2M | 0.00% | +433,893 | New |
| JPMorgan Chase & Co | 455,689 | $19.1M | 0.00% | +109,532+31.6% | Added |
| Bank of America Corp | 460,243 | $19.3M | 0.00% | +360,405+361.0% | Added |
| Basswood Capital Management, L.L.C. | 476,007 | $19.9M | 1.16% | +98,314+26.0% | Added |
| Nuveen Asset Management, LLC | 477,990 | $20.0M | 0.01% | +320+0.1% | Added |
| Barclays PLC | 490,079 | $20.5M | 0.01% | −1990.0% | Reduced |
| Troluce Capital Advisors LLC | 544,100 | $22.8M | 4.89% | +544,100 | New |
| Third Avenue Management LLC | 550,472 | $23.0M | 3.68% | +550,472 | New |
| Invesco Ltd. | 552,587 | $23.1M | 0.00% | +281,209+103.6% | Added |
| Northern Trust Corp | 556,994 | $23.3M | 0.00% | +127,309+29.6% | Added |
| Federated Hermes, Inc. | 607,370 | $25.4M | 0.06% | – | – |
| Two Sigma Investments, LP | 620,498 | $26.0M | 0.06% | +365,454+143.3% | Added |
| Two Sigma Advisers, LP | 856,600 | $35.9M | 0.08% | +486,500+131.5% | Added |
| Royce & Associates LP | 968,873 | $40.6M | 0.36% | +107,599+12.5% | Added |
| Charles Schwab Investment Management Inc | 1,104,628 | $46.3M | 0.01% | −1,739,410−61.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,537,314 | $64.4M | 0.40% | +943,271+158.8% | Added |
| Janus Henderson Group PLC | 1,567,944 | $65.6M | 0.04% | +1,567,944 | New |
| Fisher Asset Management, LLC | 1,649,012 | $69.0M | 0.03% | +10,568+0.6% | Added |
| Geode Capital Management, LLC | 1,728,970 | $72.4M | 0.01% | +58,029+3.5% | Added |
| State Street Corp | 1,774,991 | $74.3M | 0.00% | −565,694−24.2% | Reduced |
| Norges Bank | 1,864,265 | $78.1M | 0.01% | +511,892+37.9% | Added |
| Principal Financial Group Inc | 1,963,865 | $82.2M | 0.05% | +1,775,664+943.5% | Added |
| Epoch Investment Partners, Inc. | 2,082,856 | $87.2M | 0.39% | −29,410−1.4% | Reduced |
| Morgan Stanley | 3,663,383 | $153.4M | 0.01% | −127,377−3.4% | Reduced |
| Ariel Investments, LLC | 6,318,658 | $264.6M | 2.60% | −452,653−6.7% | Reduced |
| BlackRock Inc. | 7,077,046 | $296.3M | 0.01% | +2,842,562+67.1% | Added |
| FMR LLC | 9,538,367 | $399.4M | 0.03% | −174,025−1.8% | Reduced |
| Vanguard Group Inc | 10,678,365 | $447.1M | 0.01% | +152,857+1.5% | Added |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −531,900−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −484,137−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −435,298−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −425,402−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −206,800−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −174,099−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −149,305−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −116,610−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −101,200−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −101,200−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −26,003−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,867−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,410−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,860−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −8,895−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,791−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −7,870−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,774−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |