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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 28,067 | $1.18M | 0.00% | +10,978+64.2% | Added |
| PDT Partners, LLC | 27,598 | $1.16M | 0.11% | −10.0% | Reduced |
| 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 |
| ClearAlpha Technologies LP | 26,180 | $1.10M | 0.47% | +26,180 | New |
| Jackson Hole Capital Partners, LLC | 25,580 | $1.07M | 0.25% | +25,580 | New |
| North Star Investment Management Corp. | 24,990 | $1.05M | 0.07% | −38−0.2% | Reduced |
| Oppenheimer & Co Inc | 24,070 | $1.01M | 0.02% | −190−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,469 | $982.6K | 0.00% | −523−2.2% | Reduced |
| Prudential Financial Inc | 23,369 | $978.5K | 0.00% | +23,369 | New |
| O'Brien Greene & Co. Inc | 22,500 | $942.1K | 0.31% | +22,500 | New |
| CI Private Wealth, LLC | 22,300 | $933.7K | 0.00% | −1,400−5.9% | Reduced |
| Amalgamated Bank | 21,084 | $883.0K | 0.01% | +5,594+36.1% | Added |
| Autumn Glory Partners, LLC | 21,071 | $882.2K | 0.43% | +21,071 | New |
| Raymond James & Associates | 20,717 | $867.4K | 0.00% | +341+1.7% | Added |
| Handelsbanken Fonder AB | 19,600 | $821.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,482 | $815.7K | 0.00% | +4,455+29.6% | Added |
| Empire Life Investments Inc. | 19,252 | $806.1K | 0.05% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $779.1K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,256 | $764.4K | 0.00% | +18,256 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 17,803 | $745.4K | 0.83% | +17,803 | New |
| Lecap Asset Management Ltd | 17,594 | $736.7K | 0.15% | +17,594 | New |
| Sweet Financial Partners, LLC | 17,500 | $732.7K | 0.17% | +500+2.9% | Added |
| Numerai GP LLC | 17,335 | $725.8K | 0.31% | +17,335 | New |
| Bleakley Financial Group, LLC | 17,197 | $720.0K | 0.02% | +17,197 | New |
| Simplicity Wealth,LLC | 17,133 | $717.3K | 0.02% | +17,133 | New |
| Great Lakes Retirement, Inc. | 16,019 | $670.7K | 0.10% | +16,019 | New |
| Arrowstreet Capital, Limited Partnership | 15,377 | $644.0K | 0.00% | +15,377 | New |
| Victory Capital Management Inc | 14,868 | $622.5K | 0.00% | −3,146−17.5% | Reduced |
| Illinois Municipal Retirement Fund | 14,145 | $592.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 13,196 | $552.5K | 0.00% | −885−6.3% | Reduced |
| Voya Investment Management LLC | 13,108 | $548.8K | 0.00% | −598−4.4% | Reduced |
| Old Mission Capital LLC | 12,624 | $528.6K | 0.01% | +12,624 | New |
| GWM Advisors LLC | 12,127 | $507.8K | 0.00% | +873+7.8% | Added |
| California State Teachers Retirement System | 12,121 | $507.5K | 0.00% | −7,014−36.7% | Reduced |
| Inceptionr LLC | 12,107 | $506.9K | 0.13% | +4,466+58.4% | Added |
| Claro Advisors LLC | 11,875 | $497.2K | 0.09% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,712 | $490.4K | 0.04% | +11,712 | New |
| Advisor Group Holdings, Inc. | 11,657 | $488.1K | 0.00% | −265−2.2% | Reduced |
| Cetera Investment Advisers | 11,510 | $481.9K | 0.00% | +11,510 | New |
| Quest Partners LLC | 11,318 | $473.9K | 0.08% | +11,318 | New |
| Edmond de Rothschild Holding S.A. | 11,053 | $462.8K | 0.01% | +11,053 | New |
| SpiderRock Advisors, LLC | 11,875 | $458.7K | 0.01% | +11,875 | New |
| Jump Financial, LLC | 10,653 | $446.0K | 0.01% | +10,653 | New |
| Comerica Bank | 10,647 | $445.8K | 0.00% | +10,647 | New |
| SG Americas Securities, LLC | 10,635 | $445.0K | 0.00% | −86,685−89.1% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $434.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,127 | $424.0K | 0.00% | −6,071−37.5% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $406.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 9,675 | $405.1K | 0.07% | +9,675 | New |
| Russell Investments Group, Ltd. | 9,314 | $390.0K | 0.00% | +6,132+192.7% | Added |
| New York Life Investment Management LLC | 8,899 | $372.6K | 0.00% | −1,612−15.3% | Reduced |
| 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 |
| State of Wyoming | 8,613 | $360.6K | 0.06% | +8,613 | New |
| Mirabella Financial Services LLP | 8,239 | $345.0K | 0.03% | +8,239 | New |
| Legal & General Group Plc | 8,229 | $344.5K | 0.00% | +857+11.6% | Added |
| O'Rourke & Company, Inc | 8,171 | $342.0K | 0.20% | +8,171 | New |
| XTX Topco Ltd | 7,943 | $332.6K | 0.04% | +7,943 | New |
| Maryland State Retirement & Pension System | 8,648 | $323.3K | 0.01% | +8,648 | New |
| Advisors Asset Management, Inc. | 7,552 | $316.2K | 0.01% | −1,109−12.8% | Reduced |
| Rothschild Investment LLC | 7,100 | $297.3K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,814 | $285.3K | 0.02% | +6,814 | New |
| Ascent Group, LLC | 6,180 | $258.8K | 0.02% | +6,180 | New |
| Laurion Capital Management LP | 6,128 | $256.6K | 0.01% | +6,128 | New |
| Northwestern Mutual Wealth Management Co | 6,106 | $255.7K | 0.00% | −500−7.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,097 | $255.3K | 0.06% | +6,097 | New |
| 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 |
| Investors Research Corp | 5,450 | $228.2K | 0.05% | −750−12.1% | Reduced |
| Delta Investment Management, LLC | 5,000 | $209.3K | 0.05% | +5,000 | New |
| Cambridge Investment Research Advisors, Inc. | 4,871 | $204.0K | 0.00% | +4,871 | New |
| Assetmark, Inc | 4,357 | $182.4K | 0.00% | +4,357 | New |
| nVerses Capital, LLC | 3,600 | $150.7K | 0.36% | +3,600 | New |
| Broadwater Capital Management LLC | 3,100 | $129.8K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,097 | $129.7K | 0.00% | +1,496+93.4% | Added |
| Delta Asset Management LLC | 3,000 | $125.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $124.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 3,017 | $116.6K | 0.00% | −107,783−97.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,603 | $109.0K | 0.00% | +2,603 | New |
| Catalyst Funds Management Pty Ltd | 2,500 | $104.7K | 0.03% | +2,500 | New |
| MetLife Investment Management | 2,129 | $89.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,017 | $84.5K | 0.01% | +2,017 | New |
| CWM, LLC | 1,969 | $82.0K | 0.00% | +2+0.1% | Added |
| Covestor Ltd | 1,897 | $79.0K | 0.05% | −536−22.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $59.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,195 | $50.0K | 0.00% | +500+71.9% | Added |
| SYSTM Wealth Solutions LLC | 1,136 | $47.6K | 0.01% | +1,136 | New |
| Larson Financial Group LLC | 1,000 | $41.9K | 0.00% | +120+13.6% | Added |
| American International Group, Inc. | 901 | $37.7K | 0.00% | +1+0.1% | Added |
| Central Trust Co | 800 | $33.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 654 | $26.8K | 0.00% | +654 | New |
| Allspring Global Investments Holdings, LLC | 597 | $25.0K | 0.00% | +597 | New |
| Continuum Advisory, LLC | 560 | $21.8K | 0.00% | +560 | New |
| Bokf, NA | 500 | $20.4K | 0.00% | +500 | New |
| MCF Advisors LLC | 468 | $19.6K | 0.00% | +468 | New |
| Whittier Trust Co | 424 | $17.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 423 | $17.7K | 0.00% | +423 | New |
| HHM Wealth Advisors, LLC | 410 | $17.2K | 0.00% | +410 | New |
| Fifth Third Bancorp | 350 | $14.7K | 0.00% | 00.0% | Unchanged |