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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 11,875 | $453.4K | 0.07% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 12,310 | $470.0K | 0.27% | +12,310 | New |
| Toroso Investments, LLC | 12,505 | $477.4K | 0.01% | +12,505 | New |
| Bayesian Capital Management, LP | 12,714 | $485.4K | 0.06% | +12,714 | New |
| GWM Advisors LLC | 12,791 | $488.4K | 0.00% | +664+5.5% | Added |
| Neuberger Berman Group LLC | 12,800 | $488.7K | 0.00% | +12,800 | New |
| Avantax Advisory Services, Inc. | 12,863 | $491.1K | 0.00% | +12,863 | New |
| Numerai GP LLC | 12,973 | $495.3K | 0.18% | −4,362−25.2% | Reduced |
| Mackenzie Financial Corp | 13,031 | $497.5K | 0.00% | −25,704−66.4% | Reduced |
| Russell Investments Group, Ltd. | 13,046 | $498.1K | 0.00% | +3,732+40.1% | Added |
| Commerce Bank | 13,255 | $506.1K | 0.00% | +59+0.4% | Added |
| Xponance, Inc. | 13,924 | $531.6K | 0.01% | +13,924 | New |
| Illinois Municipal Retirement Fund | 14,145 | $540.1K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 15,805 | $603.5K | 0.02% | −1,392−8.1% | Reduced |
| Simplicity Wealth,LLC | 15,805 | $603.5K | 0.01% | −1,328−7.8% | Reduced |
| Petrus Trust Company, LTA | 17,136 | $654.3K | 0.06% | +17,136 | New |
| D. E. Shaw & Co., Inc. | 17,249 | $658.6K | 0.00% | +17,249 | New |
| Sweet Financial Partners, LLC | 17,500 | $668.1K | 0.15% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 18,022 | $688.1K | 0.09% | +2,003+12.5% | Added |
| Victory Capital Management Inc | 18,133 | $692.3K | 0.00% | +3,265+22.0% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 18,392 | $702.2K | 0.47% | +589+3.3% | Added |
| Lecap Asset Management Ltd | 19,018 | $726.1K | 0.16% | +1,424+8.1% | Added |
| Manufacturers Life Insurance Company, The | 19,261 | $735.4K | 0.00% | −221−1.1% | Reduced |
| Atom Investors LP | 19,562 | $746.9K | 0.07% | +19,562 | New |
| Handelsbanken Fonder AB | 19,600 | $748.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 20,280 | $774.3K | 0.00% | −14,496−41.7% | Reduced |
| Inceptionr LLC | 20,818 | $794.8K | 0.22% | +8,711+72.0% | Added |
| Oliver Luxxe Assets LLC | 20,956 | $800.1K | 0.17% | +20,956 | New |
| Autumn Glory Partners, LLC | 21,071 | $804.5K | 0.41% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,119 | $806.3K | 0.15% | +21,119 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $872.9K | 0.04% | +4,255+22.9% | Added |
| Franklin Resources Inc | 23,368 | $892.2K | 0.00% | +5,112+28.0% | Added |
| North Star Investment Management Corp. | 23,490 | $896.9K | 0.07% | −1,500−6.0% | Reduced |
| Arizona State Retirement System | 24,475 | $934.5K | 0.01% | +24,475 | New |
| Jackson Hole Capital Partners, LLC | 24,629 | $940.3K | 0.21% | −951−3.7% | Reduced |
| Oppenheimer & Co Inc | 25,095 | $958.1K | 0.02% | +1,025+4.3% | Added |
| Brinker Capital Investments, LLC | 26,155 | $998.6K | 0.01% | −728−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 26,155 | $998.6K | 0.01% | −728−2.7% | Reduced |
| O'Brien Greene & Co. Inc | 26,500 | $1.01M | 0.32% | +4,000+17.8% | Added |
| Cubist Systematic Strategies, LLC | 27,450 | $1.05M | 0.02% | +27,450 | New |
| SG Americas Securities, LLC | 27,765 | $1.06M | 0.01% | +17,130+161.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,534 | $1.09M | 0.00% | +28,534 | New |
| Raymond James & Associates | 28,752 | $1.10M | 0.00% | +8,035+38.8% | Added |
| LPL Financial LLC | 29,265 | $1.12M | 0.00% | +1,198+4.3% | Added |
| Natixis Advisors, L.P. | 30,289 | $1.16M | 0.00% | −725−2.3% | Reduced |
| Thrivent Financial for Lutherans | 31,410 | $1.20M | 0.00% | −23,408−42.7% | Reduced |
| Colony Group, LLC | 34,633 | $1.32M | 0.00% | −131−0.4% | Reduced |
| First National Trust Co | 35,206 | $1.34M | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 36,050 | $1.38M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,634 | $1.40M | 0.00% | −922−2.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,985 | $1.41M | 0.30% | +7,640+26.0% | Added |
| HighTower Advisors, LLC | 39,697 | $1.51M | 0.00% | +280+0.7% | Added |
| Alliancebernstein L.P. | 40,329 | $1.54M | 0.00% | −9,531−19.1% | Reduced |
| SpiderRock Advisors, LLC | 41,041 | $1.57M | 0.04% | +29,166+245.6% | Added |
| Redwood Investment Management, LLC | 36,588 | $1.59M | 0.14% | +664+1.8% | Added |
| Public Employees Retirement System of Ohio | 41,731 | $1.59M | 0.01% | −149−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $1.60M | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 42,587 | $1.63M | 0.05% | +42,587 | New |
| Callahan Advisors, LLC | 43,195 | $1.65M | 0.17% | +9,065+26.6% | Added |
| CI Private Wealth, LLC | 44,403 | $1.70M | 0.00% | +22,103+99.1% | Added |
| State of New Jersey Common Pension Fund D | 45,956 | $1.75M | 0.01% | +45,956 | New |
| Janney Montgomery Scott LLC | 46,046 | $1.76M | 0.01% | +3,091+7.2% | Added |
| Point72 Europe (London) LLP | 46,600 | $1.78M | 0.15% | +46,600 | New |
| Quest Partners LLC | 47,576 | $1.82M | 0.25% | +36,258+320.4% | Added |
| Treasurer of the State of North Carolina | 47,629 | $1.82M | 0.01% | −1,235−2.5% | Reduced |
| Argent Trust Co | 48,335 | $1.85M | 0.08% | +3,562+8.0% | Added |
| DRW Securities, LLC | 48,653 | $1.86M | 0.11% | +8,424+20.9% | Added |
| Paulson Wealth Management Inc. | 48,762 | $1.86M | 0.54% | 00.0% | Unchanged |
| STRS Ohio | 53,000 | $2.02M | 0.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 54,225 | $2.07M | 2.01% | −630−1.1% | Reduced |
| Millennium Management LLC | 55,971 | $2.14M | 0.00% | −206,948−78.7% | Reduced |
| ClearAlpha Technologies LP | 56,711 | $2.17M | 0.86% | +30,531+116.6% | Added |
| Wells Fargo & Company | 60,143 | $2.30M | 0.00% | −26,491−30.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 62,840 | $2.40M | 0.01% | −1,019−1.6% | Reduced |
| TD Private Client Wealth LLC | 68,570 | $2.62M | 0.08% | +1,438+2.1% | Added |
| State of Wisconsin Investment Board | 69,268 | $2.64M | 0.01% | +69,268 | New |
| SEI Investments Co | 72,003 | $2.75M | 0.00% | +8,115+12.7% | Added |
| M&T Bank Corp | 74,729 | $2.85M | 0.01% | −3,156−4.1% | Reduced |
| Price T Rowe Associates Inc | 76,329 | $2.92M | 0.00% | −18,641−19.6% | Reduced |
| Quantbot Technologies LP | 76,818 | $2.93M | 0.14% | +30,729+66.7% | Added |
| Federation des caisses Desjardins du Quebec | 77,407 | $2.96M | 0.02% | +26,302+51.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $2.97M | 0.07% | 00.0% | Unchanged |
| Rheos Capital Works Inc. | 80,000 | $3.05M | 0.16% | +80,000 | New |
| Jump Financial, LLC | 81,675 | $3.12M | 0.06% | +71,022+666.7% | Added |
| Deutsche Bank AG | 87,356 | $3.34M | 0.00% | +1,687+2.0% | Added |
| Legal & General Group Plc | 87,681 | $3.35M | 0.00% | +79,452+965.5% | Added |
| California State Teachers Retirement System | 87,993 | $3.36M | 0.00% | +75,872+626.0% | Added |
| HSBC Holdings PLC | 102,696 | $3.90M | 0.00% | +27,287+36.2% | Added |
| CIBC World Markets Inc. | 106,242 | $4.06M | 0.01% | −5,420−4.9% | Reduced |
| Stifel Financial Corp | 110,315 | $4.21M | 0.00% | +60,629+122.0% | Added |
| State Board of Administration of Florida Retirement System | 116,610 | $4.45M | 0.01% | +116,610 | New |
| Alyeska Investment Group, L.P. | 123,897 | $4.73M | 0.03% | −1,413,417−91.9% | Reduced |
| First Trust Advisors LP | 129,103 | $4.93M | 0.01% | +23,654+22.4% | Added |
| Rhumbline Advisers | 129,615 | $4.95M | 0.00% | +18,935+17.1% | Added |
| Goldman Sachs Group Inc | 140,485 | $5.36M | 0.00% | +140,485 | New |
| Trexquant Investment LP | 140,647 | $5.37M | 0.08% | +63,427+82.1% | Added |
| State of Alaska, Department of Revenue | 149,165 | $5.70M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 149,253 | $5.70M | 0.00% | −52,168−25.9% | Reduced |
| Amica Mutual Insurance Co | 149,305 | $5.70M | 0.57% | +149,305 | New |
| Tudor Investment Corp Et Al | 150,365 | $5.74M | 0.06% | +49,750+49.4% | Added |