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, Q2 2024
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 257
- +29 vs. Q1 2024
- Shares held
- 77.0M
- +6.38M (+9.0%) vs. Q1 2024
- Total value
- $2.94B
- −$16.8M (−0.6%) vs. Q1 2024
- New holders
- 57
- 98 more added
- Sold out
- 28
- 61 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,702,915 | $408.6M | 0.01% | +24,550+0.2% | Added |
| FMR LLC | 9,780,225 | $373.4M | 0.02% | +241,858+2.5% | Added |
| BlackRock Inc. | 7,861,163 | $300.1M | 0.01% | +784,117+11.1% | Added |
| Ariel Investments, LLC | 6,041,656 | $230.7M | 2.50% | −277,002−4.4% | Reduced |
| Morgan Stanley | 3,041,139 | $116.1M | 0.01% | −622,244−17.0% | Reduced |
| Capital Research Global Investors | 2,300,395 | $87.8M | 0.02% | +2,300,395 | New |
| Principal Financial Group Inc | 2,043,754 | $78.0M | 0.05% | +79,889+4.1% | Added |
| Epoch Investment Partners, Inc. | 1,987,318 | $75.9M | 0.35% | −95,538−4.6% | Reduced |
| State Street Corp | 1,892,698 | $72.3M | 0.00% | +117,707+6.6% | Added |
| Geode Capital Management, LLC | 1,798,402 | $68.7M | 0.01% | +69,432+4.0% | Added |
| Janus Henderson Group PLC | 1,769,770 | $67.6M | 0.04% | +201,826+12.9% | Added |
| Fisher Asset Management, LLC | 1,734,556 | $66.2M | 0.03% | +85,544+5.2% | Added |
| Two Sigma Advisers, LP | 1,327,600 | $50.7M | 0.11% | +471,000+55.0% | Added |
| Voya Investment Management LLC | 1,326,006 | $50.6M | 0.05% | +1,312,898+10,016.0% | Added |
| Norges Bank | 1,290,508 | $49.3M | 0.01% | −573,757−30.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,076,766 | $41.1M | 0.01% | −27,862−2.5% | Reduced |
| Royce & Associates LP | 1,026,619 | $39.2M | 0.37% | +57,746+6.0% | Added |
| Two Sigma Investments, LP | 977,690 | $37.3M | 0.09% | +357,192+57.6% | Added |
| Royal Bank of Canada | 853,735 | $32.6M | 0.01% | +437,345+105.0% | Added |
| Northern Trust Corp | 803,946 | $30.7M | 0.01% | +246,952+44.3% | Added |
| No Street GP LP | 750,000 | $28.6M | 2.42% | +750,000 | New |
| Walleye Capital LLC | 708,419 | $27.0M | 0.28% | +708,419 | New |
| Federated Hermes, Inc. | 651,521 | $24.9M | 0.06% | +44,151+7.3% | Added |
| Third Avenue Management LLC | 550,809 | $21.0M | 3.61% | +337+0.1% | Added |
| Ameriprise Financial Inc | 503,582 | $19.2M | 0.01% | +69,689+16.1% | Added |
| Qube Research & Technologies Ltd | 491,609 | $18.8M | 0.03% | +172,847+54.2% | Added |
| Dimensional Fund Advisors LP | 481,406 | $18.4M | 0.00% | +77,974+19.3% | Added |
| JPMorgan Chase & Co | 477,465 | $18.2M | 0.00% | +21,776+4.8% | Added |
| Troluce Capital Advisors LLC | 426,600 | $16.3M | 3.40% | −117,500−21.6% | Reduced |
| Basswood Capital Management, L.L.C. | 402,953 | $15.4M | 1.00% | −73,054−15.3% | Reduced |
| Bank of America Corp | 393,385 | $15.0M | 0.00% | −66,858−14.5% | Reduced |
| Penn Capital Management Co Inc | 389,905 | $14.9M | 1.42% | +86,694+28.6% | Added |
| Mesirow Institutional Investment Management, Inc. | 379,987 | $14.5M | 1.27% | +3,399+0.9% | Added |
| Crawford Investment Counsel Inc | 351,591 | $13.4M | 0.26% | +20,171+6.1% | Added |
| Citigroup Inc | 344,715 | $13.2M | 0.01% | +27,438+8.6% | Added |
| BNP Paribas Arbitrage, SA | 334,885 | $12.8M | 0.01% | +72,882+27.8% | Added |
| New York State Common Retirement Fund | 313,508 | $12.0M | 0.02% | +59,268+23.3% | Added |
| Citadel Advisors LLC | 307,548 | $11.7M | 0.01% | +261,815+572.5% | Added |
| Barclays PLC | 285,734 | $10.9M | 0.01% | −204,345−41.7% | Reduced |
| Envestnet Asset Management Inc | 283,891 | $10.8M | 0.00% | −18,855−6.2% | Reduced |
| Bank of New York Mellon Corp | 278,877 | $10.6M | 0.00% | +31,211+12.6% | Added |
| Nuveen Asset Management, LLC | 277,323 | $10.6M | 0.00% | −200,667−42.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 231,452 | $8.84M | 1.34% | +129,490+127.0% | Added |
| Invesco Ltd. | 228,142 | $8.71M | 0.00% | −324,445−58.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 209,350 | $7.99M | 2.67% | +4,851+2.4% | Added |
| Chilton Investment Co LLC | 206,798 | $7.90M | 0.22% | +9,161+4.6% | Added |
| Strategic Wealth Partners, Ltd. | 195,854 | $7.48M | 0.78% | +13,958+7.7% | Added |
| California Public Employees Retirement System | 193,122 | $7.37M | 0.01% | +6,078+3.2% | Added |
| TD Asset Management Inc | 186,008 | $7.10M | 0.01% | +186,008 | New |
| Crestwood Advisors Group LLC | 182,572 | $6.97M | 0.14% | +3,742+2.1% | Added |
| UBS Asset Management Americas Inc | 179,531 | $6.85M | 0.00% | +121,018+206.8% | Added |
| Prana Capital Management, LP | 172,600 | $6.59M | 0.31% | −19,981−10.4% | Reduced |
| Swiss National Bank | 172,000 | $6.57M | 0.00% | +172,000 | New |
| Macquarie Group Ltd | 165,839 | $6.33M | 0.01% | +54,792+49.3% | Added |
| Jane Street Group, LLC | 165,371 | $6.31M | 0.01% | +15,344+10.2% | Added |
| Swedbank AB | 160,800 | $6.14M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 150,365 | $5.74M | 0.06% | +49,750+49.4% | Added |
| Amica Mutual Insurance Co | 149,305 | $5.70M | 0.57% | +149,305 | New |
| UBS Group AG | 149,253 | $5.70M | 0.00% | −52,168−25.9% | Reduced |
| State of Alaska, Department of Revenue | 149,165 | $5.70M | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 140,647 | $5.37M | 0.08% | +63,427+82.1% | Added |
| Goldman Sachs Group Inc | 140,485 | $5.36M | 0.00% | +140,485 | New |
| Rhumbline Advisers | 129,615 | $4.95M | 0.00% | +18,935+17.1% | Added |
| First Trust Advisors LP | 129,103 | $4.93M | 0.01% | +23,654+22.4% | Added |
| Alyeska Investment Group, L.P. | 123,897 | $4.73M | 0.03% | −1,413,417−91.9% | Reduced |
| State Board of Administration of Florida Retirement System | 116,610 | $4.45M | 0.01% | +116,610 | New |
| Stifel Financial Corp | 110,315 | $4.21M | 0.00% | +60,629+122.0% | Added |
| CIBC World Markets Inc. | 106,242 | $4.06M | 0.01% | −5,420−4.9% | Reduced |
| HSBC Holdings PLC | 102,696 | $3.90M | 0.00% | +27,287+36.2% | Added |
| California State Teachers Retirement System | 87,993 | $3.36M | 0.00% | +75,872+626.0% | Added |
| Legal & General Group Plc | 87,681 | $3.35M | 0.00% | +79,452+965.5% | Added |
| Deutsche Bank AG | 87,356 | $3.34M | 0.00% | +1,687+2.0% | Added |
| Jump Financial, LLC | 81,675 | $3.12M | 0.06% | +71,022+666.7% | Added |
| Rheos Capital Works Inc. | 80,000 | $3.05M | 0.16% | +80,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $2.97M | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 77,407 | $2.96M | 0.02% | +26,302+51.5% | Added |
| Quantbot Technologies LP | 76,818 | $2.93M | 0.14% | +30,729+66.7% | Added |
| Price T Rowe Associates Inc | 76,329 | $2.92M | 0.00% | −18,641−19.6% | Reduced |
| M&T Bank Corp | 74,729 | $2.85M | 0.01% | −3,156−4.1% | Reduced |
| SEI Investments Co | 72,003 | $2.75M | 0.00% | +8,115+12.7% | Added |
| State of Wisconsin Investment Board | 69,268 | $2.64M | 0.01% | +69,268 | New |
| TD Private Client Wealth LLC | 68,570 | $2.62M | 0.08% | +1,438+2.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 62,840 | $2.40M | 0.01% | −1,019−1.6% | Reduced |
| Wells Fargo & Company | 60,143 | $2.30M | 0.00% | −26,491−30.6% | Reduced |
| ClearAlpha Technologies LP | 56,711 | $2.17M | 0.86% | +30,531+116.6% | Added |
| Millennium Management LLC | 55,971 | $2.14M | 0.00% | −206,948−78.7% | Reduced |
| Lesa Sroufe & Co | 54,225 | $2.07M | 2.01% | −630−1.1% | Reduced |
| STRS Ohio | 53,000 | $2.02M | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 48,762 | $1.86M | 0.54% | 00.0% | Unchanged |
| DRW Securities, LLC | 48,653 | $1.86M | 0.11% | +8,424+20.9% | Added |
| Argent Trust Co | 48,335 | $1.85M | 0.08% | +3,562+8.0% | Added |
| Treasurer of the State of North Carolina | 47,629 | $1.82M | 0.01% | −1,235−2.5% | Reduced |
| Quest Partners LLC | 47,576 | $1.82M | 0.25% | +36,258+320.4% | Added |
| Point72 Europe (London) LLP | 46,600 | $1.78M | 0.15% | +46,600 | New |
| Janney Montgomery Scott LLC | 46,046 | $1.76M | 0.01% | +3,091+7.2% | Added |
| State of New Jersey Common Pension Fund D | 45,956 | $1.75M | 0.01% | +45,956 | New |
| CI Private Wealth, LLC | 44,403 | $1.70M | 0.00% | +22,103+99.1% | Added |
| Callahan Advisors, LLC | 43,195 | $1.65M | 0.17% | +9,065+26.6% | Added |
| Interval Partners, LP | 42,587 | $1.63M | 0.05% | +42,587 | New |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.60M | 0.01% | 00.0% | Unchanged |