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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 38,200 | $1.92M | 0.40% | +32,275+544.7% | Added |
| Redwood Investment Management, LLC | 38,160 | $1.92M | 0.17% | +1,572+4.3% | Added |
| Commonwealth Equity Services, LLC | 37,476 | $1.89M | 0.00% | +842+2.3% | Added |
| Alliancebernstein L.P. | 37,404 | $1.88M | 0.00% | −2,925−7.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 35,940 | $1.81M | 0.37% | −1,045−2.8% | Reduced |
| First National Trust Co | 35,206 | $1.77M | 0.07% | 00.0% | Unchanged |
| Colony Group, LLC | 34,799 | $1.75M | 0.01% | +166+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 33,072 | $1.67M | 0.35% | +8,443+34.3% | Added |
| Danske Bank A/S | 32,501 | $1.64M | 0.01% | +32,501 | New |
| Natixis Advisors, L.P. | 29,417 | $1.48M | 0.00% | −872−2.9% | Reduced |
| LPL Financial LLC | 28,704 | $1.45M | 0.00% | −561−1.9% | Reduced |
| 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 |
| XTX Topco Ltd | 27,777 | $1.40M | 0.10% | +27,777 | New |
| Raymond James & Associates | 27,054 | $1.36M | 0.00% | −1,698−5.9% | Reduced |
| O'Brien Greene & Co. Inc | 26,500 | $1.34M | 0.42% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 26,000 | $1.31M | 0.01% | +6,400+32.7% | Added |
| Arizona State Retirement System | 25,973 | $1.31M | 0.01% | +1,498+6.1% | Added |
| Oppenheimer & Co Inc | 25,944 | $1.31M | 0.02% | +849+3.4% | Added |
| D. E. Shaw & Co., Inc. | 25,380 | $1.28M | 0.00% | +8,131+47.1% | Added |
| Advisor Group Holdings, Inc. | 24,251 | $1.22M | 0.00% | +12,418+104.9% | Added |
| North Star Investment Management Corp. | 23,490 | $1.18M | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 23,190 | $1.17M | 0.09% | +17,253+290.6% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.15M | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 22,200 | $1.12M | 0.02% | +22,200 | New |
| SG Americas Securities, LLC | 21,585 | $1.09M | 0.00% | −6,180−22.3% | Reduced |
| Teza Capital Management LLC | 21,072 | $1.06M | 0.12% | +9,254+78.3% | Added |
| Autumn Glory Partners, LLC | 21,071 | $1.06M | 0.41% | 00.0% | Unchanged |
| Truist Financial Corp | 20,037 | $1.01M | 0.00% | +9,108+83.3% | Added |
| Russell Investments Group, Ltd. | 19,891 | $1.00M | 0.00% | +6,845+52.5% | Added |
| BNP Paribas Arbitrage, SA | 19,633 | $989.1K | 0.00% | −315,252−94.1% | Reduced |
| Manufacturers Life Insurance Company, The | 19,427 | $978.7K | 0.00% | +166+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,158 | $965.2K | 0.00% | −9,376−32.9% | Reduced |
| American Century Companies Inc | 19,141 | $964.3K | 0.00% | −1,139−5.6% | Reduced |
| Great Lakes Retirement, Inc. | 18,646 | $939.4K | 0.12% | +624+3.5% | Added |
| Wolverine Trading, LLC | 17,668 | $891.0K | 0.02% | +17,668 | New |
| Sweet Financial Partners, LLC | 17,500 | $881.6K | 0.19% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 16,523 | $832.4K | 0.10% | +16,523 | New |
| Teacher Retirement System of Texas | 16,458 | $829.0K | 0.00% | +16,458 | New |
| Crestline Management, LP | 15,909 | $801.5K | 0.05% | +15,909 | New |
| Calton & Associates, Inc. | 8,704 | $735.8K | 0.28% | +8,704 | New |
| Illinois Municipal Retirement Fund | 14,145 | $712.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,025 | $706.6K | 0.00% | +1,162+9.0% | Added |
| Bleakley Financial Group, LLC | 13,688 | $689.6K | 0.02% | −2,117−13.4% | Reduced |
| Lecap Asset Management Ltd | 13,683 | $689.4K | 0.15% | −5,335−28.1% | Reduced |
| Xponance, Inc. | 13,381 | $674.1K | 0.01% | −543−3.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 13,096 | $659.0K | 0.01% | +13,096 | New |
| Neuberger Berman Group LLC | 12,806 | $645.2K | 0.00% | +60.0% | Added |
| Aigen Investment Management, LP | 12,460 | $627.7K | 0.12% | +4,178+50.4% | Added |
| HSBC Holdings PLC | 12,296 | $625.3K | 0.00% | −90,400−88.0% | Reduced |
| Mackenzie Financial Corp | 12,284 | $618.9K | 0.00% | −747−5.7% | Reduced |
| Verition Fund Management LLC | 12,012 | $605.2K | 0.00% | +12,012 | New |
| Claro Advisors LLC | 11,898 | $599.4K | 0.08% | +23+0.2% | Added |
| Jane Street Group, LLC | 11,841 | $596.5K | 0.00% | −153,530−92.8% | Reduced |
| Cetera Investment Advisers | 11,838 | $596.4K | 0.00% | +570+5.1% | Added |
| Inceptionr LLC | 11,799 | $594.4K | 0.15% | −9,019−43.3% | Reduced |
| Comerica Bank | 11,638 | $586.3K | 0.00% | +497+4.5% | Added |
| Pictet Asset Management Holding SA | 11,460 | $577.4K | 0.00% | +269+2.4% | Added |
| NewEdge Wealth, LLC | 11,052 | $556.8K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 11,028 | $555.6K | 0.15% | −1,945−15.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,592 | $533.6K | 0.00% | +128+1.2% | Added |
| Commerce Bank | 10,493 | $528.6K | 0.00% | −2,762−20.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,436 | $525.8K | 0.01% | −617−5.6% | Reduced |
| Amica Retiree Medical Trust | 10,351 | $521.0K | 0.43% | +10,351 | New |
| New York State Teachers Retirement System | 10,148 | $511.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,114 | $509.5K | 0.06% | −2,600−20.4% | Reduced |
| O'Rourke & Company, Inc | 9,768 | $492.1K | 0.25% | +1,957+25.1% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $489.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,675 | $487.4K | 0.00% | +9,675 | New |
| Ascent Group, LLC | 9,582 | $482.7K | 0.04% | +1,997+26.3% | Added |
| Gilman Hill Asset Management, LLC | 9,550 | $481.1K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,619 | $472.9K | 0.01% | +14+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,794 | $443.1K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 8,600 | $433.3K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 8,500 | $428.2K | 1.02% | −500−5.6% | Reduced |
| Creative Planning | 8,351 | $420.7K | 0.00% | +8,351 | New |
| Davenport & Co LLC | 7,875 | $396.7K | 0.00% | +975+14.1% | Added |
| Everhart Financial Group, Inc. | 7,749 | $390.4K | 0.09% | +1,940+33.4% | Added |
| Amalgamated Bank | 7,253 | $365.0K | 0.00% | −114−1.5% | Reduced |
| International Assets Investment Management, LLC | 17,604 | $349.0K | 0.00% | +13,682+348.9% | Added |
| Northwestern Mutual Wealth Management Co | 6,622 | $333.6K | 0.00% | +600+10.0% | Added |
| MetLife Investment Management | 6,579 | $331.4K | 0.00% | −130−1.9% | Reduced |
| Rothschild Investment LLC | 6,500 | $327.5K | 0.02% | −200−3.0% | Reduced |
| Alaska Permanent Fund Corp | 6,342 | $319.5K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,252 | $315.0K | 0.01% | −2,396−27.7% | Reduced |
| 1492 Capital Management LLC | 6,012 | $302.9K | 0.15% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,000 | $302.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,944 | $299.0K | 0.00% | +5,944 | New |
| Hilltop National Bank | 5,920 | $298.3K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,867 | $296.0K | 0.00% | +5,867 | New |
| Keybank National Association | 5,606 | $282.4K | 0.00% | +5,606 | New |
| Pathstone Holdings, LLC | 5,553 | $279.8K | 0.00% | −2,893−34.3% | Reduced |
| Assetmark, Inc | 5,413 | $272.7K | 0.00% | +589+12.2% | Added |
| Impact Partnership Wealth, LLC | 5,302 | $267.1K | 0.06% | +5,302 | New |
| US Bancorp | 5,104 | $257.1K | 0.00% | +4,867+2,053.6% | Added |
| Advisors Asset Management, Inc. | 4,930 | $248.4K | 0.00% | −1,063−17.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,703 | $236.9K | 0.05% | −1,039−18.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,670 | $235.3K | 0.00% | +4,670 | New |
| Cambridge Investment Research Advisors, Inc. | 4,633 | $233.0K | 0.00% | +4,633 | New |
| King Wealth | 4,500 | $227.0K | 0.04% | +4,500 | New |