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 |
|---|---|---|---|---|---|
| STRS Ohio | 78,912 | $3.98M | 0.02% | +25,912+48.9% | Added |
| SEI Investments Co | 81,839 | $4.12M | 0.01% | +9,836+13.7% | Added |
| California State Teachers Retirement System | 87,835 | $4.43M | 0.01% | −158−0.2% | Reduced |
| Legal & General Group Plc | 89,145 | $4.49M | 0.00% | +1,464+1.7% | Added |
| Amica Mutual Insurance Co | 90,232 | $4.55M | 0.44% | −59,073−39.6% | Reduced |
| Stifel Financial Corp | 95,342 | $4.80M | 0.01% | −14,973−13.6% | Reduced |
| Millennium Management LLC | 101,376 | $5.11M | 0.00% | +45,405+81.1% | Added |
| Point72 Europe (London) LLP | 101,503 | $5.11M | 0.43% | +54,903+117.8% | Added |
| Castleark Management LLC | 111,830 | $5.63M | 0.23% | +111,830 | New |
| CIBC World Markets Inc. | 113,974 | $5.74M | 0.01% | +7,732+7.3% | Added |
| State Board of Administration of Florida Retirement System | 116,610 | $5.87M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 117,047 | $5.90M | 0.00% | −23,438−16.7% | Reduced |
| UBS Group AG | 122,121 | $6.15M | 0.00% | −27,132−18.2% | Reduced |
| Troluce Capital Advisors LLC | 128,456 | $6.47M | 1.16% | −298,144−69.9% | Reduced |
| Rhumbline Advisers | 132,065 | $6.65M | 0.01% | +2,450+1.9% | Added |
| State of Alaska, Department of Revenue | 149,165 | $7.51M | 0.08% | 00.0% | Unchanged |
| Swedbank AB | 160,800 | $8.10M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 162,726 | $8.20M | 0.01% | −3,113−1.9% | Reduced |
| Squarepoint Ops LLC | 162,989 | $8.21M | 0.03% | +153,551+1,626.9% | Added |
| Strategic Wealth Partners, Ltd. | 164,271 | $8.28M | 0.80% | −31,583−16.1% | Reduced |
| Interval Partners, LP | 165,404 | $8.33M | 0.24% | +122,817+288.4% | Added |
| Point72 Asset Management, L.P. | 167,331 | $8.43M | 0.03% | +167,331 | New |
| First Trust Advisors LP | 168,911 | $8.51M | 0.01% | +39,808+30.8% | Added |
| UBS Asset Management Americas Inc | 170,888 | $8.61M | 0.00% | −8,643−4.8% | Reduced |
| Rheos Capital Works Inc. | 175,000 | $8.82M | 0.46% | +95,000+118.8% | Added |
| Swiss National Bank | 176,100 | $8.87M | 0.01% | +4,100+2.4% | Added |
| Crestwood Advisors Group LLC | 184,227 | $9.28M | 0.18% | +1,655+0.9% | Added |
| JPMorgan Chase & Co | 189,245 | $9.53M | 0.00% | −288,220−60.4% | Reduced |
| Barclays PLC | 194,608 | $9.80M | 0.00% | −91,126−31.9% | Reduced |
| California Public Employees Retirement System | 203,181 | $10.2M | 0.01% | +10,059+5.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 208,660 | $10.5M | 3.18% | −690−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 220,953 | $11.1M | 0.11% | +220,953 | New |
| TD Asset Management Inc | 229,280 | $11.6M | 0.01% | +43,272+23.3% | Added |
| Envestnet Asset Management Inc | 264,960 | $13.3M | 0.00% | −18,931−6.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 268,990 | $13.6M | 1.04% | −110,997−29.2% | Reduced |
| Azora Capital LP | 269,160 | $13.6M | 0.73% | +269,160 | New |
| Nuveen Asset Management, LLC | 272,030 | $13.7M | 0.00% | −5,293−1.9% | Reduced |
| New York State Common Retirement Fund | 286,626 | $14.4M | 0.02% | −26,882−8.6% | Reduced |
| Bank of New York Mellon Corp | 297,071 | $15.0M | 0.00% | +18,194+6.5% | Added |
| Qube Research & Technologies Ltd | 322,431 | $16.2M | 0.03% | −169,178−34.4% | Reduced |
| Bank of America Corp | 326,586 | $16.5M | 0.00% | −66,799−17.0% | Reduced |
| Citigroup Inc | 341,700 | $17.2M | 0.02% | −3,015−0.9% | Reduced |
| Crawford Investment Counsel Inc | 355,740 | $17.9M | 0.31% | +4,149+1.2% | Added |
| Third Avenue Management LLC | 362,515 | $18.3M | 2.99% | −188,294−34.2% | Reduced |
| Penn Capital Management Co Inc | 369,602 | $18.7M | 1.71% | −20,303−5.2% | Reduced |
| Basswood Capital Management, L.L.C. | 411,655 | $20.7M | 1.07% | +8,702+2.2% | Added |
| Balyasny Asset Management LLC | 633,890 | $31.9M | 0.08% | +633,890 | New |
| No Street GP LP | 644,392 | $32.5M | 2.50% | −105,608−14.1% | Reduced |
| Ameriprise Financial Inc | 646,542 | $32.6M | 0.01% | +142,960+28.4% | Added |
| Federated Hermes, Inc. | 693,450 | $34.9M | 0.08% | +41,929+6.4% | Added |
| Walleye Capital LLC | 711,697 | $35.9M | 0.38% | +3,278+0.5% | Added |
| Northern Trust Corp | 810,108 | $40.8M | 0.01% | +6,162+0.8% | Added |
| Dimensional Fund Advisors LP | 874,348 | $44.0M | 0.01% | +392,942+81.6% | Added |
| Two Sigma Investments, LP | 887,439 | $44.7M | 0.10% | −90,251−9.2% | Reduced |
| Royce & Associates LP | 916,519 | $46.2M | 0.42% | −110,100−10.7% | Reduced |
| Royal Bank of Canada | 918,652 | $46.3M | 0.01% | +64,917+7.6% | Added |
| Victory Capital Management Inc | 1,064,431 | $53.6M | 0.05% | +1,046,298+5,770.1% | Added |
| Charles Schwab Investment Management Inc | 1,099,191 | $55.4M | 0.01% | +22,425+2.1% | Added |
| Two Sigma Advisers, LP | 1,261,800 | $63.6M | 0.15% | −65,800−5.0% | Reduced |
| Invesco Ltd. | 1,264,406 | $63.7M | 0.01% | +1,036,264+454.2% | Added |
| Norges Bank | 1,290,508 | $65.0M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 1,376,757 | $69.4M | 0.07% | +50,751+3.8% | Added |
| Janus Henderson Group PLC | 1,512,049 | $76.2M | 0.04% | −257,721−14.6% | Reduced |
| Fisher Asset Management, LLC | 1,772,237 | $89.3M | 0.04% | +37,681+2.2% | Added |
| Geode Capital Management, LLC | 1,813,553 | $91.4M | 0.01% | +15,151+0.8% | Added |
| Epoch Investment Partners, Inc. | 1,844,378 | $92.9M | 0.42% | −142,940−7.2% | Reduced |
| State Street Corp | 1,948,167 | $98.1M | 0.00% | +55,469+2.9% | Added |
| Principal Financial Group Inc | 2,250,049 | $113.4M | 0.06% | +206,295+10.1% | Added |
| Morgan Stanley | 2,676,775 | $134.9M | 0.01% | −364,364−12.0% | Reduced |
| Capital Research Global Investors | 4,188,838 | $211.0M | 0.04% | +1,888,443+82.1% | Added |
| Ariel Investments, LLC | 6,150,868 | $309.9M | 3.16% | +109,212+1.8% | Added |
| BlackRock, Inc. | 7,801,281 | $393.0M | 0.01% | +7,801,281 | New |
| FMR LLC | 9,567,995 | $482.0M | 0.03% | −212,230−2.2% | Reduced |
| Vanguard Group Inc | 10,706,953 | $539.4M | 0.01% | +4,0380.0% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −307,548−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −231,452−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −206,798−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −150,365−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −140,647−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −123,897−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −81,675−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −76,818−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −56,711−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −48,653−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −44,403−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −36,050−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −31,410−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,450−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −23,368−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −19,562−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −18,392−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −17,136−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −15,805−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −12,310−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,799−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,612−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |