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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $293 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 10 | $382 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $969 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 45 | $1.72K | 0.00% | +23+104.5% | Added |
| Innealta Capital, LLC | 52 | $1.99K | 0.00% | +52 | New |
| Carolinas Wealth Consulting LLC | 54 | $2.06K | 0.00% | +16+42.1% | Added |
| First Horizon Advisors, Inc. | 63 | $2.40K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $2.51K | 0.00% | −228−76.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $4.39K | 0.00% | +115 | New |
| City State Bank | 125 | $4.77K | 0.00% | −150−54.5% | Reduced |
| GAMMA Investing LLC | 125 | $4.77K | 0.00% | +58+86.6% | Added |
| Creative Financial Designs Inc | 127 | $4.85K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $5.15K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $5.73K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 122 | $6.00K | 0.00% | +97+388.0% | Added |
| Clearstead Advisors, LLC | 173 | $6.61K | 0.00% | +2+1.2% | Added |
| Ci Investments Inc. | 202 | $8.00K | 0.00% | −14−6.5% | Reduced |
| HM Payson & Co | 214 | $8.17K | 0.00% | +214 | New |
| Allworth Financial LP | 200 | $8.96K | 0.00% | +200 | New |
| US Bancorp | 237 | $9.05K | 0.00% | −100−29.7% | Reduced |
| Harbour Investments, Inc. | 287 | $11.0K | 0.00% | +1+0.3% | Added |
| Global Retirement Partners, LLC | 296 | $11.3K | 0.00% | +4+1.4% | Added |
| FinTrust Capital Advisors, LLC | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $13.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 383 | $14.6K | 0.00% | −40−9.5% | Reduced |
| Central Trust Co | 400 | $15.3K | 0.00% | −400−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 410 | $15.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $16.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 468 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 597 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 706 | $27.0K | 0.00% | −2,391−77.2% | Reduced |
| Richardson Financial Services Inc. | 735 | $28.1K | 0.02% | +675+1,125.0% | Added |
| TD Waterhouse Canada Inc. | 846 | $32.8K | 0.00% | +192+29.4% | Added |
| Continuum Advisory, LLC | 890 | $34.0K | 0.00% | +330+58.9% | Added |
| IFP Advisors, Inc | 892 | $34.1K | 0.00% | +892 | New |
| Larson Financial Group LLC | 1,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,195 | $45.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,420 | $54.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,898 | $72.0K | 0.05% | +1+0.1% | Added |
| Corebridge Financial, Inc. | 2,092 | $79.9K | 0.00% | +2,092 | New |
| CWM, LLC | 2,210 | $84.0K | 0.00% | +241+12.2% | Added |
| The PNC Financial Services Group, Inc. | 2,235 | $85.3K | 0.00% | −368−14.1% | Reduced |
| Redwood Wealth Management Group, LLC | 2,269 | $86.6K | 0.07% | +2,269 | New |
| KBC Group NV | 2,475 | $94.0K | 0.00% | +2,475 | New |
| Proequities, Inc. | 2,611 | $99.7K | 0.01% | +594+29.4% | Added |
| AlphaMark Advisors, LLC | 2,950 | $113.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $114.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,017 | $116.7K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,100 | $118.4K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,922 | $149.7K | 0.01% | +3,922 | New |
| nVerses Capital, LLC | 4,400 | $168.0K | 0.10% | +800+22.2% | Added |
| Assetmark, Inc | 4,824 | $184.2K | 0.00% | +467+10.7% | Added |
| Investors Research Corp | 5,450 | $208.1K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,521 | $210.8K | 0.00% | +5,521 | New |
| Beverly Hills Private Wealth, LLC | 5,742 | $219.2K | 0.05% | −355−5.8% | Reduced |
| Everhart Financial Group, Inc. | 5,809 | $221.8K | 0.06% | +5,809 | New |
| Neo Ivy Capital Management | 5,912 | $226.0K | 0.04% | +5,912 | New |
| Hilltop National Bank | 5,920 | $226.0K | 0.07% | +5,920 | New |
| Icon Advisers Inc | 5,925 | $226.2K | 0.05% | +5,925 | New |
| Prelude Capital Management, LLC | 5,937 | $226.7K | 0.02% | −877−12.9% | Reduced |
| Advisors Asset Management, Inc. | 5,993 | $228.8K | 0.00% | −1,559−20.6% | Reduced |
| Utah Retirement Systems | 6,000 | $229.1K | 0.00% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,012 | $229.5K | 0.13% | +6,012 | New |
| Northwestern Mutual Wealth Management Co | 6,022 | $229.9K | 0.00% | −84−1.4% | Reduced |
| State of Wyoming | 6,211 | $237.1K | 0.04% | −2,402−27.9% | Reduced |
| Prudential Financial Inc | 6,524 | $249.1K | 0.00% | −16,845−72.1% | Reduced |
| Rothschild Investment LLC | 6,700 | $255.8K | 0.02% | −400−5.6% | Reduced |
| MetLife Investment Management | 6,709 | $256.1K | 0.00% | +4,580+215.1% | Added |
| Davenport & Co LLC | 6,900 | $263.4K | 0.00% | +900+15.0% | Added |
| Amalgamated Bank | 7,367 | $281.0K | 0.00% | −13,717−65.1% | Reduced |
| Ascent Group, LLC | 7,585 | $289.6K | 0.02% | +1,405+22.7% | Added |
| O'Rourke & Company, Inc | 7,811 | $298.0K | 0.17% | −360−4.4% | Reduced |
| PEAK6 Investments LLC | 7,942 | $303.2K | 0.01% | −35,350−81.7% | Reduced |
| Alaska Permanent Fund Corp | 6,342 | $311.8K | 0.00% | +6,342 | New |
| Aigen Investment Management, LP | 8,282 | $316.2K | 0.06% | +8,282 | New |
| Pathstone Holdings, LLC | 8,446 | $322.5K | 0.00% | +8,446 | New |
| Baird Financial Group, Inc. | 8,600 | $328.3K | 0.00% | +8,600 | New |
| Campbell & CO Investment Adviser LLC | 8,612 | $328.8K | 0.03% | +8,612 | New |
| Maryland State Retirement & Pension System | 8,648 | $330.2K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,794 | $335.8K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 8,799 | $335.9K | 0.01% | +8,799 | New |
| Cannon Global Investment Management, LLC | 9,000 | $343.6K | 1.60% | +9,000 | New |
| Squarepoint Ops LLC | 9,438 | $360.3K | 0.00% | +9,438 | New |
| Gilman Hill Asset Management, LLC | 9,550 | $364.6K | 0.07% | −125−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $370.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,605 | $372.3K | 0.01% | +9,605 | New |
| New York State Teachers Retirement System | 10,148 | $387.0K | 0.00% | +10,148 | New |
| Raymond James Financial Services Advisors, Inc. | 10,464 | $399.5K | 0.00% | +337+3.3% | Added |
| Truist Financial Corp | 10,929 | $417.3K | 0.00% | −34,791−76.1% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $422.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 11,053 | $422.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 11,141 | $425.4K | 0.00% | +494+4.6% | Added |
| Pictet Asset Management Holding SA | 11,191 | $427.3K | 0.00% | +11,191 | New |
| Cetera Investment Advisers | 11,268 | $430.2K | 0.00% | −242−2.1% | Reduced |
| Teza Capital Management LLC | 11,818 | $451.2K | 0.06% | +11,818 | New |
| Advisor Group Holdings, Inc. | 11,833 | $451.9K | 0.00% | +176+1.5% | Added |