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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.

Institutional holdersQ1 2024: 228 institutions
Q1 2021: 262 institutionsQ2 2021: 261 institutionsQ3 2021: 241 institutionsQ4 2021: 251 institutionsQ1 2022: 234 institutionsQ2 2022: 215 institutionsQ3 2022: 216 institutionsQ4 2022: 210 institutionsQ1 2023: 210 institutionsQ2 2023: 198 institutionsQ3 2023: 195 institutionsQ4 2023: 165 institutionsQ1 2024: 228 institutionsQ2 2024: 257 institutionsQ3 2024: 274 institutionsQ4 2024: 294 institutionsQ1 2025: 286 institutionsQ2 2025: 302 institutionsQ3 2025: 341 institutionsQ4 2025: 336 institutionsQ1 2026: 337 institutionsQ2 2026: 345 institutions
Value heldQ1 2024: $2.96B
Q1 2021: $3.63BQ2 2021: $3.66BQ3 2021: $3.68BQ4 2021: $3.44BQ1 2022: $2.65BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.25BQ1 2023: $2.11BQ2 2023: $2.12BQ3 2023: $1.97BQ4 2023: $2.17BQ1 2024: $2.96BQ2 2024: $2.94BQ3 2024: $4.00BQ4 2024: $4.17BQ1 2025: $3.80BQ2 2025: $4.15BQ3 2025: $4.41BQ4 2025: $4.31BQ1 2026: $3.91BQ2 2026: $4.26B
Institutions holding LAZ and their total value by quarter
QuarterHoldersValue
Q2 2026345$4.26B
Q1 2026337$3.91B
Q4 2025336$4.31B
Q3 2025341$4.41B
Q2 2025302$4.15B
Q1 2025286$3.80B
Q4 2024294$4.17B
Q3 2024274$4.00B
Q2 2024257$2.94B
Q1 2024228$2.96B
Q4 2023165$2.17B
Q3 2023195$1.97B
Q2 2023198$2.12B
Q1 2023210$2.11B
Q4 2022210$2.25B
Q3 2022216$2.31B
Q2 2022215$2.44B
Q1 2022234$2.65B
Q4 2021251$3.44B
Q3 2021241$3.68B
Q2 2021261$3.66B
Q1 2021262$3.63B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2023.

Institutions holding LAZ in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp337$14.1K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC317$13.3K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC300$12.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC297$12.3K0.00%+297New
Global Retirement Partners, LLC292$12.2K0.00%00.0%Unchanged
City State Bank275$12.0K0.01%00.0%Unchanged
Harbour Investments, Inc.286$12.0K0.00%+286New
Ci Investments Inc.216$9.00K0.00%+49+29.3%Added
Clearstead Advisors, LLC171$6.63K0.00%+171New
Parallel Advisors, LLC135$5.65K0.00%00.0%Unchanged
Creative Financial Designs Inc127$5.32K0.00%+127New
GAMMA Investing LLC67$2.81K0.00%−13−16.3%Reduced
First Horizon Advisors, Inc.63$2.64K0.00%+63New
Richardson Financial Services Inc.60$2.51K0.00%+60New
CarsonAllaria Wealth Management, Ltd.50$2.09K0.00%+50New
Carolinas Wealth Consulting LLC38$1.59K0.00%+38New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$1.30K0.00%+1+3.3%Added
Byrne Asset Management LLC28$1.17K0.00%+28New
Farther Finance Advisors, LLC25$1.02K0.00%−92−78.6%Reduced
Farmers & Merchants Trust Co of Chambersburg PA24$1.00K0.00%+24New
EverSource Wealth Advisors, LLC25$9630.00%+11+78.6%Added
Quent Capital, LLC22$9210.00%00.0%Unchanged
Impact Partnership Wealth, LLC16$6830.00%+16New
Gradient Investments LLC12$5020.00%−125−91.2%Reduced
CoreCap Advisors, LLC10$4190.00%+10New
Abich Financial Wealth Management LLC10$4190.00%+10New
Huntington National Bank1$420.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$00.00%+11New
Bank of Nova Scotia0$00.00%−531,900−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−484,137−100.0%Sold out
Invenomic Capital Management LP0$00.00%−435,298−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−425,402−100.0%Sold out
Syquant Capital SAS0$00.00%−206,800−100.0%Sold out
Nomura Holdings Inc0$00.00%−174,099−100.0%Sold out
Amica Mutual Insurance Co0$00.00%−149,305−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−116,610−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−101,200−100.0%Sold out
Todd Asset Management LLC0$00.00%−101,200−100.0%Sold out
JTC Employer Solutions Trusteee Ltd0$00.00%−45,000−100.0%Sold out
Summit Global Investments0$00.00%−26,003−100.0%Sold out
Toroso Investments, LLC0$00.00%−13,867−100.0%Sold out
Intech Investment Management LLC0$00.00%−10,997−100.0%Sold out
Shulman DeMeo Asset Management LLC0$00.00%−10,857−100.0%Sold out
Algert Global LLC0$00.00%−10,410−100.0%Sold out
Sciencast Management LP0$00.00%−9,860−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−8,895−100.0%Sold out
GTS Securities LLC0$00.00%−8,791−100.0%Sold out
EMC Capital Management0$00.00%−7,870−100.0%Sold out
Teza Capital Management LLC0$00.00%−7,774−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,133−100.0%Sold out
Bessemer Group Inc0$00.00%−2,950−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−846−100.0%Sold out
Group One Trading, L.P.0$00.00%−758−100.0%Sold out
Advisory Services Network, LLC0$00.00%−465−100.0%Sold out
WealthCollab, LLC0$00.00%−357−100.0%Sold out
Headlands Technologies LLC0$00.00%−326−100.0%Sold out
Capital Analysts, LLC0$00.00%−300−100.0%Sold out
NBC Securities, Inc.0$00.00%−150−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−87−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−20−100.0%Sold out