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 |
|---|---|---|---|---|---|
| Swedbank AB | 160,800 | $6.14M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 165,371 | $6.31M | 0.01% | +15,344+10.2% | Added |
| Macquarie Group Ltd | 165,839 | $6.33M | 0.01% | +54,792+49.3% | Added |
| Swiss National Bank | 172,000 | $6.57M | 0.00% | +172,000 | New |
| Prana Capital Management, LP | 172,600 | $6.59M | 0.31% | −19,981−10.4% | Reduced |
| UBS Asset Management Americas Inc | 179,531 | $6.85M | 0.00% | +121,018+206.8% | Added |
| Crestwood Advisors Group LLC | 182,572 | $6.97M | 0.14% | +3,742+2.1% | Added |
| TD Asset Management Inc | 186,008 | $7.10M | 0.01% | +186,008 | New |
| California Public Employees Retirement System | 193,122 | $7.37M | 0.01% | +6,078+3.2% | Added |
| Strategic Wealth Partners, Ltd. | 195,854 | $7.48M | 0.78% | +13,958+7.7% | Added |
| Chilton Investment Co LLC | 206,798 | $7.90M | 0.22% | +9,161+4.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 209,350 | $7.99M | 2.67% | +4,851+2.4% | Added |
| Invesco Ltd. | 228,142 | $8.71M | 0.00% | −324,445−58.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 231,452 | $8.84M | 1.34% | +129,490+127.0% | Added |
| Nuveen Asset Management, LLC | 277,323 | $10.6M | 0.00% | −200,667−42.0% | Reduced |
| Bank of New York Mellon Corp | 278,877 | $10.6M | 0.00% | +31,211+12.6% | Added |
| Envestnet Asset Management Inc | 283,891 | $10.8M | 0.00% | −18,855−6.2% | Reduced |
| Barclays PLC | 285,734 | $10.9M | 0.01% | −204,345−41.7% | Reduced |
| Citadel Advisors LLC | 307,548 | $11.7M | 0.01% | +261,815+572.5% | Added |
| New York State Common Retirement Fund | 313,508 | $12.0M | 0.02% | +59,268+23.3% | Added |
| BNP Paribas Arbitrage, SA | 334,885 | $12.8M | 0.01% | +72,882+27.8% | Added |
| Citigroup Inc | 344,715 | $13.2M | 0.01% | +27,438+8.6% | Added |
| Crawford Investment Counsel Inc | 351,591 | $13.4M | 0.26% | +20,171+6.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 379,987 | $14.5M | 1.27% | +3,399+0.9% | Added |
| Penn Capital Management Co Inc | 389,905 | $14.9M | 1.42% | +86,694+28.6% | Added |
| Bank of America Corp | 393,385 | $15.0M | 0.00% | −66,858−14.5% | Reduced |
| Basswood Capital Management, L.L.C. | 402,953 | $15.4M | 1.00% | −73,054−15.3% | Reduced |
| Troluce Capital Advisors LLC | 426,600 | $16.3M | 3.40% | −117,500−21.6% | Reduced |
| JPMorgan Chase & Co | 477,465 | $18.2M | 0.00% | +21,776+4.8% | Added |
| Dimensional Fund Advisors LP | 481,406 | $18.4M | 0.00% | +77,974+19.3% | Added |
| Qube Research & Technologies Ltd | 491,609 | $18.8M | 0.03% | +172,847+54.2% | Added |
| Ameriprise Financial Inc | 503,582 | $19.2M | 0.01% | +69,689+16.1% | Added |
| Third Avenue Management LLC | 550,809 | $21.0M | 3.61% | +337+0.1% | Added |
| Federated Hermes, Inc. | 651,521 | $24.9M | 0.06% | +44,151+7.3% | Added |
| Walleye Capital LLC | 708,419 | $27.0M | 0.28% | +708,419 | New |
| No Street GP LP | 750,000 | $28.6M | 2.42% | +750,000 | New |
| Northern Trust Corp | 803,946 | $30.7M | 0.01% | +246,952+44.3% | Added |
| Royal Bank of Canada | 853,735 | $32.6M | 0.01% | +437,345+105.0% | Added |
| Two Sigma Investments, LP | 977,690 | $37.3M | 0.09% | +357,192+57.6% | Added |
| Royce & Associates LP | 1,026,619 | $39.2M | 0.37% | +57,746+6.0% | Added |
| Charles Schwab Investment Management Inc | 1,076,766 | $41.1M | 0.01% | −27,862−2.5% | Reduced |
| Norges Bank | 1,290,508 | $49.3M | 0.01% | −573,757−30.8% | Reduced |
| Voya Investment Management LLC | 1,326,006 | $50.6M | 0.05% | +1,312,898+10,016.0% | Added |
| Two Sigma Advisers, LP | 1,327,600 | $50.7M | 0.11% | +471,000+55.0% | Added |
| Fisher Asset Management, LLC | 1,734,556 | $66.2M | 0.03% | +85,544+5.2% | Added |
| Janus Henderson Group PLC | 1,769,770 | $67.6M | 0.04% | +201,826+12.9% | Added |
| Geode Capital Management, LLC | 1,798,402 | $68.7M | 0.01% | +69,432+4.0% | Added |
| State Street Corp | 1,892,698 | $72.3M | 0.00% | +117,707+6.6% | Added |
| Epoch Investment Partners, Inc. | 1,987,318 | $75.9M | 0.35% | −95,538−4.6% | Reduced |
| Principal Financial Group Inc | 2,043,754 | $78.0M | 0.05% | +79,889+4.1% | Added |
| Capital Research Global Investors | 2,300,395 | $87.8M | 0.02% | +2,300,395 | New |
| Morgan Stanley | 3,041,139 | $116.1M | 0.01% | −622,244−17.0% | Reduced |
| Ariel Investments, LLC | 6,041,656 | $230.7M | 2.50% | −277,002−4.4% | Reduced |
| BlackRock Inc. | 7,861,163 | $300.1M | 0.01% | +784,117+11.1% | Added |
| FMR LLC | 9,780,225 | $373.4M | 0.02% | +241,858+2.5% | Added |
| Vanguard Group Inc | 10,702,915 | $408.6M | 0.01% | +24,550+0.2% | Added |
| LWM Advisory Services, LLC | 2,316 | – | – | +2,316 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −401,688−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −131,214−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −64,704−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −27,598−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −23,469−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −19,252−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,377−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,712−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −8,899−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −8,794−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,239−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,871−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |