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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 8,600 | $433.3K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,794 | $443.1K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,619 | $472.9K | 0.01% | +14+0.1% | Added |
| Gilman Hill Asset Management, LLC | 9,550 | $481.1K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 9,582 | $482.7K | 0.04% | +1,997+26.3% | Added |
| Glenmede Trust Co NA | 9,675 | $487.4K | 0.00% | +9,675 | New |
| Peapack Gladstone Financial Corp | 9,701 | $489.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,768 | $492.1K | 0.25% | +1,957+25.1% | Added |
| Bayesian Capital Management, LP | 10,114 | $509.5K | 0.06% | −2,600−20.4% | Reduced |
| New York State Teachers Retirement System | 10,148 | $511.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 10,351 | $521.0K | 0.43% | +10,351 | New |
| Edmond de Rothschild Holding S.A. | 10,436 | $525.8K | 0.01% | −617−5.6% | Reduced |
| Commerce Bank | 10,493 | $528.6K | 0.00% | −2,762−20.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,592 | $533.6K | 0.00% | +128+1.2% | Added |
| Numerai GP LLC | 11,028 | $555.6K | 0.15% | −1,945−15.0% | Reduced |
| NewEdge Wealth, LLC | 11,052 | $556.8K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,460 | $577.4K | 0.00% | +269+2.4% | Added |
| Comerica Bank | 11,638 | $586.3K | 0.00% | +497+4.5% | Added |
| Inceptionr LLC | 11,799 | $594.4K | 0.15% | −9,019−43.3% | Reduced |
| Cetera Investment Advisers | 11,838 | $596.4K | 0.00% | +570+5.1% | Added |
| Jane Street Group, LLC | 11,841 | $596.5K | 0.00% | −153,530−92.8% | Reduced |
| Claro Advisors LLC | 11,898 | $599.4K | 0.08% | +23+0.2% | Added |
| Verition Fund Management LLC | 12,012 | $605.2K | 0.00% | +12,012 | New |
| Mackenzie Financial Corp | 12,284 | $618.9K | 0.00% | −747−5.7% | Reduced |
| HSBC Holdings PLC | 12,296 | $625.3K | 0.00% | −90,400−88.0% | Reduced |
| Aigen Investment Management, LP | 12,460 | $627.7K | 0.12% | +4,178+50.4% | Added |
| Neuberger Berman Group LLC | 12,806 | $645.2K | 0.00% | +60.0% | Added |
| Lazard Freres Gestion S.A.S. | 13,096 | $659.0K | 0.01% | +13,096 | New |
| Xponance, Inc. | 13,381 | $674.1K | 0.01% | −543−3.9% | Reduced |
| Lecap Asset Management Ltd | 13,683 | $689.4K | 0.15% | −5,335−28.1% | Reduced |
| Bleakley Financial Group, LLC | 13,688 | $689.6K | 0.02% | −2,117−13.4% | Reduced |
| Avantax Advisory Services, Inc. | 14,025 | $706.6K | 0.00% | +1,162+9.0% | Added |
| Illinois Municipal Retirement Fund | 14,145 | $712.6K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 8,704 | $735.8K | 0.28% | +8,704 | New |
| Crestline Management, LP | 15,909 | $801.5K | 0.05% | +15,909 | New |
| Teacher Retirement System of Texas | 16,458 | $829.0K | 0.00% | +16,458 | New |
| Nebula Research & Development LLC | 16,523 | $832.4K | 0.10% | +16,523 | New |
| Sweet Financial Partners, LLC | 17,500 | $881.6K | 0.19% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,668 | $891.0K | 0.02% | +17,668 | New |
| Great Lakes Retirement, Inc. | 18,646 | $939.4K | 0.12% | +624+3.5% | Added |
| American Century Companies Inc | 19,141 | $964.3K | 0.00% | −1,139−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,158 | $965.2K | 0.00% | −9,376−32.9% | Reduced |
| Manufacturers Life Insurance Company, The | 19,427 | $978.7K | 0.00% | +166+0.9% | Added |
| BNP Paribas Arbitrage, SA | 19,633 | $989.1K | 0.00% | −315,252−94.1% | Reduced |
| Russell Investments Group, Ltd. | 19,891 | $1.00M | 0.00% | +6,845+52.5% | Added |
| Truist Financial Corp | 20,037 | $1.01M | 0.00% | +9,108+83.3% | Added |
| Autumn Glory Partners, LLC | 21,071 | $1.06M | 0.41% | 00.0% | Unchanged |
| Teza Capital Management LLC | 21,072 | $1.06M | 0.12% | +9,254+78.3% | Added |
| SG Americas Securities, LLC | 21,585 | $1.09M | 0.00% | −6,180−22.3% | Reduced |
| Segall Bryant & Hamill, LLC | 22,200 | $1.12M | 0.02% | +22,200 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.15M | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 23,190 | $1.17M | 0.09% | +17,253+290.6% | Added |
| North Star Investment Management Corp. | 23,490 | $1.18M | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,251 | $1.22M | 0.00% | +12,418+104.9% | Added |
| D. E. Shaw & Co., Inc. | 25,380 | $1.28M | 0.00% | +8,131+47.1% | Added |
| Oppenheimer & Co Inc | 25,944 | $1.31M | 0.02% | +849+3.4% | Added |
| Arizona State Retirement System | 25,973 | $1.31M | 0.01% | +1,498+6.1% | Added |
| Handelsbanken Fonder AB | 26,000 | $1.31M | 0.01% | +6,400+32.7% | Added |
| O'Brien Greene & Co. Inc | 26,500 | $1.34M | 0.42% | 00.0% | Unchanged |
| Raymond James & Associates | 27,054 | $1.36M | 0.00% | −1,698−5.9% | Reduced |
| XTX Topco Ltd | 27,777 | $1.40M | 0.10% | +27,777 | New |
| Brinker Capital Investments, LLC | 28,142 | $1.42M | 0.01% | +1,987+7.6% | Added |
| Orion Portfolio Solutions, LLC | 28,142 | $1.42M | 0.01% | +1,987+7.6% | Added |
| LPL Financial LLC | 28,704 | $1.45M | 0.00% | −561−1.9% | Reduced |
| Natixis Advisors, L.P. | 29,417 | $1.48M | 0.00% | −872−2.9% | Reduced |
| Danske Bank A/S | 32,501 | $1.64M | 0.01% | +32,501 | New |
| Jackson Hole Capital Partners, LLC | 33,072 | $1.67M | 0.35% | +8,443+34.3% | Added |
| Colony Group, LLC | 34,799 | $1.75M | 0.01% | +166+0.5% | Added |
| First National Trust Co | 35,206 | $1.77M | 0.07% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 35,940 | $1.81M | 0.37% | −1,045−2.8% | Reduced |
| Alliancebernstein L.P. | 37,404 | $1.88M | 0.00% | −2,925−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 37,476 | $1.89M | 0.00% | +842+2.3% | Added |
| Redwood Investment Management, LLC | 38,160 | $1.92M | 0.17% | +1,572+4.3% | Added |
| Icon Advisers Inc | 38,200 | $1.92M | 0.40% | +32,275+544.7% | Added |
| Public Employees Retirement System of Ohio | 39,751 | $2.00M | 0.01% | −1,980−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 39,991 | $2.01M | 0.01% | −5,965−13.0% | Reduced |
| HighTower Advisors, LLC | 40,425 | $2.03M | 0.00% | +728+1.8% | Added |
| SpiderRock Advisors, LLC | 40,762 | $2.05M | 0.04% | −279−0.7% | Reduced |
| Dark Forest Capital Management LP | 41,079 | $2.07M | 0.26% | +19,960+94.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 42,000 | $2.12M | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 43,711 | $2.20M | 0.39% | +22,755+108.6% | Added |
| Argent Trust Co | 45,383 | $2.29M | 0.09% | −2,952−6.1% | Reduced |
| Callahan Advisors, LLC | 45,814 | $2.31M | 0.22% | +2,619+6.1% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.32M | 0.04% | +46,085 | New |
| Treasurer of the State of North Carolina | 47,829 | $2.41M | 0.01% | +200+0.4% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.46M | 0.66% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 49,463 | $2.49M | 0.01% | −13,377−21.3% | Reduced |
| Janney Montgomery Scott LLC | 49,763 | $2.51M | 0.01% | +3,717+8.1% | Added |
| Prana Capital Management, LP | 52,916 | $2.67M | 0.12% | −119,684−69.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 53,832 | $2.71M | 0.01% | −23,575−30.5% | Reduced |
| Lesa Sroufe & Co | 54,362 | $2.74M | 2.56% | +137+0.3% | Added |
| Deutsche Bank AG | 55,450 | $2.79M | 0.00% | −31,906−36.5% | Reduced |
| Wells Fargo & Company | 66,907 | $3.37M | 0.00% | +6,764+11.2% | Added |
| State of Wisconsin Investment Board | 69,268 | $3.49M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 69,760 | $3.51M | 0.10% | +1,190+1.7% | Added |
| Price T Rowe Associates Inc | 72,060 | $3.63M | 0.00% | −4,269−5.6% | Reduced |
| Moody Aldrich Partners LLC | 73,365 | $3.70M | 0.67% | +73,365 | New |
| M&T Bank Corp | 73,917 | $3.72M | 0.01% | −812−1.1% | Reduced |
| Susquehanna International Group, LLP | 77,309 | $3.89M | 0.01% | +77,309 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,700 | $3.91M | 0.08% | 00.0% | Unchanged |