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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 41,731 | $1.59M | 0.01% | −149−0.4% | Reduced |
| Redwood Investment Management, LLC | 36,588 | $1.59M | 0.14% | +664+1.8% | Added |
| SpiderRock Advisors, LLC | 41,041 | $1.57M | 0.04% | +29,166+245.6% | Added |
| Alliancebernstein L.P. | 40,329 | $1.54M | 0.00% | −9,531−19.1% | Reduced |
| HighTower Advisors, LLC | 39,697 | $1.51M | 0.00% | +280+0.7% | Added |
| Hunter Perkins Capital Management, LLC | 36,985 | $1.41M | 0.30% | +7,640+26.0% | Added |
| Commonwealth Equity Services, LLC | 36,634 | $1.40M | 0.00% | −922−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 36,050 | $1.38M | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 35,206 | $1.34M | 0.06% | 00.0% | Unchanged |
| Colony Group, LLC | 34,633 | $1.32M | 0.00% | −131−0.4% | Reduced |
| Thrivent Financial for Lutherans | 31,410 | $1.20M | 0.00% | −23,408−42.7% | Reduced |
| Natixis Advisors, L.P. | 30,289 | $1.16M | 0.00% | −725−2.3% | Reduced |
| LPL Financial LLC | 29,265 | $1.12M | 0.00% | +1,198+4.3% | Added |
| Raymond James & Associates | 28,752 | $1.10M | 0.00% | +8,035+38.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,534 | $1.09M | 0.00% | +28,534 | New |
| SG Americas Securities, LLC | 27,765 | $1.06M | 0.01% | +17,130+161.1% | Added |
| Cubist Systematic Strategies, LLC | 27,450 | $1.05M | 0.02% | +27,450 | New |
| O'Brien Greene & Co. Inc | 26,500 | $1.01M | 0.32% | +4,000+17.8% | 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 |
| Oppenheimer & Co Inc | 25,095 | $958.1K | 0.02% | +1,025+4.3% | Added |
| Jackson Hole Capital Partners, LLC | 24,629 | $940.3K | 0.21% | −951−3.7% | Reduced |
| Arizona State Retirement System | 24,475 | $934.5K | 0.01% | +24,475 | New |
| North Star Investment Management Corp. | 23,490 | $896.9K | 0.07% | −1,500−6.0% | Reduced |
| Franklin Resources Inc | 23,368 | $892.2K | 0.00% | +5,112+28.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $872.9K | 0.04% | +4,255+22.9% | Added |
| Dark Forest Capital Management LP | 21,119 | $806.3K | 0.15% | +21,119 | New |
| Autumn Glory Partners, LLC | 21,071 | $804.5K | 0.41% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 20,956 | $800.1K | 0.17% | +20,956 | New |
| Inceptionr LLC | 20,818 | $794.8K | 0.22% | +8,711+72.0% | Added |
| American Century Companies Inc | 20,280 | $774.3K | 0.00% | −14,496−41.7% | Reduced |
| Handelsbanken Fonder AB | 19,600 | $748.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 19,562 | $746.9K | 0.07% | +19,562 | New |
| Manufacturers Life Insurance Company, The | 19,261 | $735.4K | 0.00% | −221−1.1% | Reduced |
| Lecap Asset Management Ltd | 19,018 | $726.1K | 0.16% | +1,424+8.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 18,392 | $702.2K | 0.47% | +589+3.3% | Added |
| Victory Capital Management Inc | 18,133 | $692.3K | 0.00% | +3,265+22.0% | Added |
| Great Lakes Retirement, Inc. | 18,022 | $688.1K | 0.09% | +2,003+12.5% | Added |
| Sweet Financial Partners, LLC | 17,500 | $668.1K | 0.15% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 17,249 | $658.6K | 0.00% | +17,249 | New |
| Petrus Trust Company, LTA | 17,136 | $654.3K | 0.06% | +17,136 | New |
| 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 |
| Illinois Municipal Retirement Fund | 14,145 | $540.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 13,924 | $531.6K | 0.01% | +13,924 | New |
| Commerce Bank | 13,255 | $506.1K | 0.00% | +59+0.4% | Added |
| Russell Investments Group, Ltd. | 13,046 | $498.1K | 0.00% | +3,732+40.1% | Added |
| Mackenzie Financial Corp | 13,031 | $497.5K | 0.00% | −25,704−66.4% | Reduced |
| Numerai GP LLC | 12,973 | $495.3K | 0.18% | −4,362−25.2% | Reduced |
| Avantax Advisory Services, Inc. | 12,863 | $491.1K | 0.00% | +12,863 | New |
| Neuberger Berman Group LLC | 12,800 | $488.7K | 0.00% | +12,800 | New |
| GWM Advisors LLC | 12,791 | $488.4K | 0.00% | +664+5.5% | Added |
| Bayesian Capital Management, LP | 12,714 | $485.4K | 0.06% | +12,714 | New |
| Toroso Investments, LLC | 12,505 | $477.4K | 0.01% | +12,505 | New |
| Custom Index Systems, LLC | 12,310 | $470.0K | 0.27% | +12,310 | New |
| Claro Advisors LLC | 11,875 | $453.4K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,833 | $451.9K | 0.00% | +176+1.5% | Added |
| Teza Capital Management LLC | 11,818 | $451.2K | 0.06% | +11,818 | New |
| Cetera Investment Advisers | 11,268 | $430.2K | 0.00% | −242−2.1% | Reduced |
| Pictet Asset Management Holding SA | 11,191 | $427.3K | 0.00% | +11,191 | New |
| Comerica Bank | 11,141 | $425.4K | 0.00% | +494+4.6% | Added |
| Edmond de Rothschild Holding S.A. | 11,053 | $422.0K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,052 | $422.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 10,929 | $417.3K | 0.00% | −34,791−76.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,464 | $399.5K | 0.00% | +337+3.3% | Added |
| New York State Teachers Retirement System | 10,148 | $387.0K | 0.00% | +10,148 | New |
| RSM US Wealth Management LLC | 9,605 | $372.3K | 0.01% | +9,605 | New |
| Peapack Gladstone Financial Corp | 9,701 | $370.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 9,550 | $364.6K | 0.07% | −125−1.3% | Reduced |
| Squarepoint Ops LLC | 9,438 | $360.3K | 0.00% | +9,438 | New |
| Cannon Global Investment Management, LLC | 9,000 | $343.6K | 1.60% | +9,000 | New |
| Algert Global LLC | 8,799 | $335.9K | 0.01% | +8,799 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,794 | $335.8K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,648 | $330.2K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,612 | $328.8K | 0.03% | +8,612 | New |
| Baird Financial Group, Inc. | 8,600 | $328.3K | 0.00% | +8,600 | New |
| Pathstone Holdings, LLC | 8,446 | $322.5K | 0.00% | +8,446 | New |
| Aigen Investment Management, LP | 8,282 | $316.2K | 0.06% | +8,282 | New |
| Alaska Permanent Fund Corp | 6,342 | $311.8K | 0.00% | +6,342 | New |
| PEAK6 Investments LLC | 7,942 | $303.2K | 0.01% | −35,350−81.7% | Reduced |
| O'Rourke & Company, Inc | 7,811 | $298.0K | 0.17% | −360−4.4% | Reduced |
| Ascent Group, LLC | 7,585 | $289.6K | 0.02% | +1,405+22.7% | Added |
| Amalgamated Bank | 7,367 | $281.0K | 0.00% | −13,717−65.1% | Reduced |
| Davenport & Co LLC | 6,900 | $263.4K | 0.00% | +900+15.0% | Added |
| MetLife Investment Management | 6,709 | $256.1K | 0.00% | +4,580+215.1% | Added |
| Rothschild Investment LLC | 6,700 | $255.8K | 0.02% | −400−5.6% | Reduced |
| Prudential Financial Inc | 6,524 | $249.1K | 0.00% | −16,845−72.1% | Reduced |
| State of Wyoming | 6,211 | $237.1K | 0.04% | −2,402−27.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,022 | $229.9K | 0.00% | −84−1.4% | Reduced |
| 1492 Capital Management LLC | 6,012 | $229.5K | 0.13% | +6,012 | New |
| Utah Retirement Systems | 6,000 | $229.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,993 | $228.8K | 0.00% | −1,559−20.6% | Reduced |
| Prelude Capital Management, LLC | 5,937 | $226.7K | 0.02% | −877−12.9% | Reduced |
| Icon Advisers Inc | 5,925 | $226.2K | 0.05% | +5,925 | New |
| Hilltop National Bank | 5,920 | $226.0K | 0.07% | +5,920 | New |
| Neo Ivy Capital Management | 5,912 | $226.0K | 0.04% | +5,912 | New |
| Everhart Financial Group, Inc. | 5,809 | $221.8K | 0.06% | +5,809 | New |
| Beverly Hills Private Wealth, LLC | 5,742 | $219.2K | 0.05% | −355−5.8% | Reduced |
| Los Angeles Capital Management LLC | 5,521 | $210.8K | 0.00% | +5,521 | New |
| Investors Research Corp | 5,450 | $208.1K | 0.05% | 00.0% | Unchanged |