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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 12 | $0 | 0.00% | +12 | New |
| Huntington National Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $51 | 0.00% | +1 | New |
| Claris Advisors, LLC | 2 | $101 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $101 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 7 | $353 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $454 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 15 | $756 | 0.00% | +5+50.0% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.11K | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 54 | $2.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $3.02K | 0.00% | +60 | New |
| EverSource Wealth Advisors, LLC | 65 | $3.27K | 0.00% | −57−46.7% | Reduced |
| Smartleaf Asset Management LLC | 69 | $3.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 77 | $3.88K | 0.00% | +14+22.2% | Added |
| Ronald Blue Trust, Inc. | 105 | $4.01K | 0.00% | +98+1,400.0% | Added |
| Private Trust Co NA | 80 | $4.03K | 0.00% | +80 | New |
| GPS Wealth Strategies Group, LLC | 115 | $5.79K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $6.05K | 0.00% | +120 | New |
| City State Bank | 125 | $6.30K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $6.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 175 | $8.82K | 0.00% | +2+1.2% | Added |
| Motco | 177 | $8.92K | 0.00% | +177 | New |
| CIBC Private Wealth Group, LLC | 181 | $9.12K | 0.00% | +181 | New |
| Credit Agricole S A | 19,199 | $9.67K | 0.00% | +19,199 | New |
| Ci Investments Inc. | 200 | $10.0K | 0.00% | −2−1.0% | Reduced |
| Legacy Investment Solutions, LLC | 195 | $10.7K | 0.01% | +195 | New |
| Legacy Wealth Managment, LLC | 195 | $10.7K | 0.01% | +195 | New |
| HM Payson & Co | 214 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 225 | $11.0K | 0.01% | +225 | New |
| Geneos Wealth Management Inc. | 286 | $14.4K | 0.00% | +286 | New |
| Harbour Investments, Inc. | 289 | $14.5K | 0.00% | +2+0.7% | Added |
| FinTrust Capital Advisors, LLC | 300 | $15.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $17.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 407 | $20.5K | 0.00% | +282+225.6% | Added |
| HHM Wealth Advisors, LLC | 410 | $20.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $21.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 432 | $21.8K | 0.00% | +297+220.0% | Added |
| Farther Finance Advisors, LLC | 471 | $23.7K | 0.00% | +446+1,784.0% | Added |
| Bokf, NA | 500 | $24.2K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 545 | $27.5K | 0.00% | +249+84.1% | Added |
| Richardson Financial Services Inc. | 735 | $28.1K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 596 | $30.0K | 0.00% | +128+27.4% | Added |
| Allspring Global Investments Holdings, LLC | 597 | $30.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 612 | $30.8K | 0.00% | −46,964−98.7% | Reduced |
| Principal Securities, Inc. | 619 | $31.2K | 0.00% | +236+61.6% | Added |
| GWM Advisors LLC | 633 | $31.9K | 0.00% | −12,158−95.1% | Reduced |
| TD Waterhouse Canada Inc. | 924 | $45.4K | 0.00% | +78+9.2% | Added |
| Abich Financial Wealth Management LLC | 999 | $50.3K | 0.11% | +999 | New |
| IFP Advisors, Inc | 1,037 | $52.2K | 0.00% | +145+16.3% | Added |
| Continuum Advisory, LLC | 960 | $53.5K | 0.01% | +70+7.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,195 | $60.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,420 | $71.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,595 | $80.0K | 0.05% | −303−16.0% | Reduced |
| Jones Financial Companies LLLP | 1,795 | $90.5K | 0.00% | +1,795 | New |
| The PNC Financial Services Group, Inc. | 1,986 | $100.1K | 0.00% | −249−11.1% | Reduced |
| Corebridge Financial, Inc. | 2,019 | $101.7K | 0.00% | −73−3.5% | Reduced |
| Sterling Capital Management LLC | 2,129 | $107.3K | 0.00% | +2,129 | New |
| State of Wyoming | 2,140 | $107.8K | 0.02% | −4,071−65.5% | Reduced |
| CWM, LLC | 2,269 | $114.0K | 0.00% | +59+2.7% | Added |
| KBC Group NV | 2,475 | $125.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,789 | $140.5K | 0.00% | −228−7.6% | Reduced |
| Amundi | 2,921 | $141.2K | 0.00% | +2,921 | New |
| Tower Research Capital LLC (TRC) | 2,922 | $147.2K | 0.00% | +2,216+313.9% | Added |
| AlphaMark Advisors, LLC | 2,950 | $149.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $151.1K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,100 | $156.2K | 0.12% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,991 | $201.1K | 0.00% | +3,991 | New |
| Proequities, Inc. | 4,177 | $210.4K | 0.01% | +1,566+60.0% | Added |
| My Legacy Advisors, LLC | 4,272 | $215.2K | 0.08% | +4,272 | New |
| King Wealth | 4,500 | $227.0K | 0.04% | +4,500 | New |
| Cambridge Investment Research Advisors, Inc. | 4,633 | $233.0K | 0.00% | +4,633 | New |
| Wealth Enhancement Advisory Services, LLC | 4,670 | $235.3K | 0.00% | +4,670 | New |
| Beverly Hills Private Wealth, LLC | 4,703 | $236.9K | 0.05% | −1,039−18.1% | Reduced |
| Advisors Asset Management, Inc. | 4,930 | $248.4K | 0.00% | −1,063−17.7% | Reduced |
| US Bancorp | 5,104 | $257.1K | 0.00% | +4,867+2,053.6% | Added |
| Impact Partnership Wealth, LLC | 5,302 | $267.1K | 0.06% | +5,302 | New |
| Assetmark, Inc | 5,413 | $272.7K | 0.00% | +589+12.2% | Added |
| Pathstone Holdings, LLC | 5,553 | $279.8K | 0.00% | −2,893−34.3% | Reduced |
| Keybank National Association | 5,606 | $282.4K | 0.00% | +5,606 | New |
| MML Investors Services, LLC | 5,867 | $296.0K | 0.00% | +5,867 | New |
| Hilltop National Bank | 5,920 | $298.3K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,944 | $299.0K | 0.00% | +5,944 | New |
| Utah Retirement Systems | 6,000 | $302.3K | 0.00% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,012 | $302.9K | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,252 | $315.0K | 0.01% | −2,396−27.7% | Reduced |
| Alaska Permanent Fund Corp | 6,342 | $319.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,500 | $327.5K | 0.02% | −200−3.0% | Reduced |
| MetLife Investment Management | 6,579 | $331.4K | 0.00% | −130−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,622 | $333.6K | 0.00% | +600+10.0% | Added |
| International Assets Investment Management, LLC | 17,604 | $349.0K | 0.00% | +13,682+348.9% | Added |
| Amalgamated Bank | 7,253 | $365.0K | 0.00% | −114−1.5% | Reduced |
| Everhart Financial Group, Inc. | 7,749 | $390.4K | 0.09% | +1,940+33.4% | Added |
| Davenport & Co LLC | 7,875 | $396.7K | 0.00% | +975+14.1% | Added |
| Creative Planning | 8,351 | $420.7K | 0.00% | +8,351 | New |
| Cannon Global Investment Management, LLC | 8,500 | $428.2K | 1.02% | −500−5.6% | Reduced |