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, Q3 2024
Institutional positions in Lazard, Inc. as of Sep 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
- 274
- +18 vs. Q2 2024
- Shares held
- 79.4M
- +10.2M (+14.8%) vs. Q2 2024
- Total value
- $4.00B
- +$1.36B (+51.5%) vs. Q2 2024
- New holders
- 53
- 96 more added
- Sold out
- 35
- 76 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,706,953 | $539.4M | 0.01% | +4,0380.0% | Added |
| FMR LLC | 9,567,995 | $482.0M | 0.03% | −212,230−2.2% | Reduced |
| BlackRock, Inc. | 7,801,281 | $393.0M | 0.01% | +7,801,281 | New |
| Ariel Investments, LLC | 6,150,868 | $309.9M | 3.16% | +109,212+1.8% | Added |
| Capital Research Global Investors | 4,188,838 | $211.0M | 0.04% | +1,888,443+82.1% | Added |
| Morgan Stanley | 2,676,775 | $134.9M | 0.01% | −364,364−12.0% | Reduced |
| Principal Financial Group Inc | 2,250,049 | $113.4M | 0.06% | +206,295+10.1% | Added |
| State Street Corp | 1,948,167 | $98.1M | 0.00% | +55,469+2.9% | Added |
| Epoch Investment Partners, Inc. | 1,844,378 | $92.9M | 0.42% | −142,940−7.2% | Reduced |
| Geode Capital Management, LLC | 1,813,553 | $91.4M | 0.01% | +15,151+0.8% | Added |
| Fisher Asset Management, LLC | 1,772,237 | $89.3M | 0.04% | +37,681+2.2% | Added |
| Janus Henderson Group PLC | 1,512,049 | $76.2M | 0.04% | −257,721−14.6% | Reduced |
| Voya Investment Management LLC | 1,376,757 | $69.4M | 0.07% | +50,751+3.8% | Added |
| Norges Bank | 1,290,508 | $65.0M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 1,264,406 | $63.7M | 0.01% | +1,036,264+454.2% | Added |
| Two Sigma Advisers, LP | 1,261,800 | $63.6M | 0.15% | −65,800−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,099,191 | $55.4M | 0.01% | +22,425+2.1% | Added |
| Victory Capital Management Inc | 1,064,431 | $53.6M | 0.05% | +1,046,298+5,770.1% | Added |
| Royal Bank of Canada | 918,652 | $46.3M | 0.01% | +64,917+7.6% | Added |
| Royce & Associates LP | 916,519 | $46.2M | 0.42% | −110,100−10.7% | Reduced |
| Two Sigma Investments, LP | 887,439 | $44.7M | 0.10% | −90,251−9.2% | Reduced |
| Dimensional Fund Advisors LP | 874,348 | $44.0M | 0.01% | +392,942+81.6% | Added |
| Northern Trust Corp | 810,108 | $40.8M | 0.01% | +6,162+0.8% | Added |
| Walleye Capital LLC | 711,697 | $35.9M | 0.38% | +3,278+0.5% | Added |
| Federated Hermes, Inc. | 693,450 | $34.9M | 0.08% | +41,929+6.4% | Added |
| Ameriprise Financial Inc | 646,542 | $32.6M | 0.01% | +142,960+28.4% | Added |
| No Street GP LP | 644,392 | $32.5M | 2.50% | −105,608−14.1% | Reduced |
| Balyasny Asset Management LLC | 633,890 | $31.9M | 0.08% | +633,890 | New |
| Basswood Capital Management, L.L.C. | 411,655 | $20.7M | 1.07% | +8,702+2.2% | Added |
| Penn Capital Management Co Inc | 369,602 | $18.7M | 1.71% | −20,303−5.2% | Reduced |
| Third Avenue Management LLC | 362,515 | $18.3M | 2.99% | −188,294−34.2% | Reduced |
| Crawford Investment Counsel Inc | 355,740 | $17.9M | 0.31% | +4,149+1.2% | Added |
| Citigroup Inc | 341,700 | $17.2M | 0.02% | −3,015−0.9% | Reduced |
| Bank of America Corp | 326,586 | $16.5M | 0.00% | −66,799−17.0% | Reduced |
| Qube Research & Technologies Ltd | 322,431 | $16.2M | 0.03% | −169,178−34.4% | Reduced |
| Bank of New York Mellon Corp | 297,071 | $15.0M | 0.00% | +18,194+6.5% | Added |
| New York State Common Retirement Fund | 286,626 | $14.4M | 0.02% | −26,882−8.6% | Reduced |
| Nuveen Asset Management, LLC | 272,030 | $13.7M | 0.00% | −5,293−1.9% | Reduced |
| Azora Capital LP | 269,160 | $13.6M | 0.73% | +269,160 | New |
| Mesirow Institutional Investment Management, Inc. | 268,990 | $13.6M | 1.04% | −110,997−29.2% | Reduced |
| Envestnet Asset Management Inc | 264,960 | $13.3M | 0.00% | −18,931−6.7% | Reduced |
| TD Asset Management Inc | 229,280 | $11.6M | 0.01% | +43,272+23.3% | Added |
| ExodusPoint Capital Management, LP | 220,953 | $11.1M | 0.11% | +220,953 | New |
| O'Keefe Stevens Advisory, Inc. | 208,660 | $10.5M | 3.18% | −690−0.3% | Reduced |
| California Public Employees Retirement System | 203,181 | $10.2M | 0.01% | +10,059+5.2% | Added |
| Barclays PLC | 194,608 | $9.80M | 0.00% | −91,126−31.9% | Reduced |
| JPMorgan Chase & Co | 189,245 | $9.53M | 0.00% | −288,220−60.4% | Reduced |
| Crestwood Advisors Group LLC | 184,227 | $9.28M | 0.18% | +1,655+0.9% | Added |
| Swiss National Bank | 176,100 | $8.87M | 0.01% | +4,100+2.4% | Added |
| Rheos Capital Works Inc. | 175,000 | $8.82M | 0.46% | +95,000+118.8% | Added |
| UBS Asset Management Americas Inc | 170,888 | $8.61M | 0.00% | −8,643−4.8% | Reduced |
| First Trust Advisors LP | 168,911 | $8.51M | 0.01% | +39,808+30.8% | Added |
| Point72 Asset Management, L.P. | 167,331 | $8.43M | 0.03% | +167,331 | New |
| Interval Partners, LP | 165,404 | $8.33M | 0.24% | +122,817+288.4% | Added |
| Strategic Wealth Partners, Ltd. | 164,271 | $8.28M | 0.80% | −31,583−16.1% | Reduced |
| Squarepoint Ops LLC | 162,989 | $8.21M | 0.03% | +153,551+1,626.9% | Added |
| Macquarie Group Ltd | 162,726 | $8.20M | 0.01% | −3,113−1.9% | Reduced |
| Swedbank AB | 160,800 | $8.10M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 149,165 | $7.51M | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 132,065 | $6.65M | 0.01% | +2,450+1.9% | Added |
| Troluce Capital Advisors LLC | 128,456 | $6.47M | 1.16% | −298,144−69.9% | Reduced |
| UBS Group AG | 122,121 | $6.15M | 0.00% | −27,132−18.2% | Reduced |
| Goldman Sachs Group Inc | 117,047 | $5.90M | 0.00% | −23,438−16.7% | Reduced |
| State Board of Administration of Florida Retirement System | 116,610 | $5.87M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 113,974 | $5.74M | 0.01% | +7,732+7.3% | Added |
| Castleark Management LLC | 111,830 | $5.63M | 0.23% | +111,830 | New |
| Point72 Europe (London) LLP | 101,503 | $5.11M | 0.43% | +54,903+117.8% | Added |
| Millennium Management LLC | 101,376 | $5.11M | 0.00% | +45,405+81.1% | Added |
| Stifel Financial Corp | 95,342 | $4.80M | 0.01% | −14,973−13.6% | Reduced |
| Amica Mutual Insurance Co | 90,232 | $4.55M | 0.44% | −59,073−39.6% | Reduced |
| Legal & General Group Plc | 89,145 | $4.49M | 0.00% | +1,464+1.7% | Added |
| California State Teachers Retirement System | 87,835 | $4.43M | 0.01% | −158−0.2% | Reduced |
| SEI Investments Co | 81,839 | $4.12M | 0.01% | +9,836+13.7% | Added |
| STRS Ohio | 78,912 | $3.98M | 0.02% | +25,912+48.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $3.91M | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 77,309 | $3.89M | 0.01% | +77,309 | New |
| M&T Bank Corp | 73,917 | $3.72M | 0.01% | −812−1.1% | Reduced |
| Moody Aldrich Partners LLC | 73,365 | $3.70M | 0.67% | +73,365 | New |
| Price T Rowe Associates Inc | 72,060 | $3.63M | 0.00% | −4,269−5.6% | Reduced |
| TD Private Client Wealth LLC | 69,760 | $3.51M | 0.10% | +1,190+1.7% | Added |
| State of Wisconsin Investment Board | 69,268 | $3.49M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 66,907 | $3.37M | 0.00% | +6,764+11.2% | Added |
| Deutsche Bank AG | 55,450 | $2.79M | 0.00% | −31,906−36.5% | Reduced |
| Lesa Sroufe & Co | 54,362 | $2.74M | 2.56% | +137+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 53,832 | $2.71M | 0.01% | −23,575−30.5% | Reduced |
| Prana Capital Management, LP | 52,916 | $2.67M | 0.12% | −119,684−69.3% | Reduced |
| Janney Montgomery Scott LLC | 49,763 | $2.51M | 0.01% | +3,717+8.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,463 | $2.49M | 0.01% | −13,377−21.3% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.46M | 0.66% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 47,829 | $2.41M | 0.01% | +200+0.4% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.32M | 0.04% | +46,085 | New |
| Callahan Advisors, LLC | 45,814 | $2.31M | 0.22% | +2,619+6.1% | Added |
| Argent Trust Co | 45,383 | $2.29M | 0.09% | −2,952−6.1% | Reduced |
| Oliver Luxxe Assets LLC | 43,711 | $2.20M | 0.39% | +22,755+108.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $2.12M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 41,079 | $2.07M | 0.26% | +19,960+94.5% | Added |
| SpiderRock Advisors, LLC | 40,762 | $2.05M | 0.04% | −279−0.7% | Reduced |
| HighTower Advisors, LLC | 40,425 | $2.03M | 0.00% | +728+1.8% | Added |
| State of New Jersey Common Pension Fund D | 39,991 | $2.01M | 0.01% | −5,965−13.0% | Reduced |
| Public Employees Retirement System of Ohio | 39,751 | $2.00M | 0.01% | −1,980−4.7% | Reduced |