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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 4,824 | $184.2K | 0.00% | +467+10.7% | Added |
| nVerses Capital, LLC | 4,400 | $168.0K | 0.10% | +800+22.2% | Added |
| International Assets Investment Management, LLC | 3,922 | $149.7K | 0.01% | +3,922 | New |
| Broadwater Capital Management LLC | 3,100 | $118.4K | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 3,017 | $116.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $114.5K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $113.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,611 | $99.7K | 0.01% | +594+29.4% | Added |
| KBC Group NV | 2,475 | $94.0K | 0.00% | +2,475 | New |
| Redwood Wealth Management Group, LLC | 2,269 | $86.6K | 0.07% | +2,269 | New |
| The PNC Financial Services Group, Inc. | 2,235 | $85.3K | 0.00% | −368−14.1% | Reduced |
| CWM, LLC | 2,210 | $84.0K | 0.00% | +241+12.2% | Added |
| Corebridge Financial, Inc. | 2,092 | $79.9K | 0.00% | +2,092 | New |
| Covestor Ltd | 1,898 | $72.0K | 0.05% | +1+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $54.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,195 | $45.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 892 | $34.1K | 0.00% | +892 | New |
| Continuum Advisory, LLC | 890 | $34.0K | 0.00% | +330+58.9% | Added |
| TD Waterhouse Canada Inc. | 846 | $32.8K | 0.00% | +192+29.4% | Added |
| Richardson Financial Services Inc. | 735 | $28.1K | 0.02% | +675+1,125.0% | Added |
| Tower Research Capital LLC (TRC) | 706 | $27.0K | 0.00% | −2,391−77.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 597 | $22.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 468 | $17.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $16.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $15.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $15.3K | 0.00% | −400−50.0% | Reduced |
| Principal Securities, Inc. | 383 | $14.6K | 0.00% | −40−9.5% | Reduced |
| Fifth Third Bancorp | 350 | $13.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $12.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 296 | $11.3K | 0.00% | +4+1.4% | Added |
| Harbour Investments, Inc. | 287 | $11.0K | 0.00% | +1+0.3% | Added |
| US Bancorp | 237 | $9.05K | 0.00% | −100−29.7% | Reduced |
| Allworth Financial LP | 200 | $8.96K | 0.00% | +200 | New |
| HM Payson & Co | 214 | $8.17K | 0.00% | +214 | New |
| Ci Investments Inc. | 202 | $8.00K | 0.00% | −14−6.5% | Reduced |
| Clearstead Advisors, LLC | 173 | $6.61K | 0.00% | +2+1.2% | Added |
| EverSource Wealth Advisors, LLC | 122 | $6.00K | 0.00% | +97+388.0% | Added |
| Brown Brothers Harriman & Co | 150 | $5.73K | 0.00% | +150 | New |
| Parallel Advisors, LLC | 135 | $5.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $4.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 125 | $4.77K | 0.00% | −150−54.5% | Reduced |
| GAMMA Investing LLC | 125 | $4.77K | 0.00% | +58+86.6% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $4.39K | 0.00% | +115 | New |
| Smartleaf Asset Management LLC | 69 | $2.51K | 0.00% | −228−76.8% | Reduced |
| First Horizon Advisors, Inc. | 63 | $2.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 54 | $2.06K | 0.00% | +16+42.1% | Added |
| Innealta Capital, LLC | 52 | $1.99K | 0.00% | +52 | New |
| Quent Capital, LLC | 45 | $1.72K | 0.00% | +23+104.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $969 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $382 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $293 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| 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 |