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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 4,272 | $215.2K | 0.08% | +4,272 | New |
| Proequities, Inc. | 4,177 | $210.4K | 0.01% | +1,566+60.0% | Added |
| AQR Capital Management LLC | 3,991 | $201.1K | 0.00% | +3,991 | New |
| Broadwater Capital Management LLC | 3,100 | $156.2K | 0.12% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $151.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,950 | $149.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,922 | $147.2K | 0.00% | +2,216+313.9% | Added |
| Amundi | 2,921 | $141.2K | 0.00% | +2,921 | New |
| National Bank of Canada | 2,789 | $140.5K | 0.00% | −228−7.6% | Reduced |
| KBC Group NV | 2,475 | $125.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,269 | $114.0K | 0.00% | +59+2.7% | Added |
| State of Wyoming | 2,140 | $107.8K | 0.02% | −4,071−65.5% | Reduced |
| Sterling Capital Management LLC | 2,129 | $107.3K | 0.00% | +2,129 | New |
| Corebridge Financial, Inc. | 2,019 | $101.7K | 0.00% | −73−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,986 | $100.1K | 0.00% | −249−11.1% | Reduced |
| Jones Financial Companies LLLP | 1,795 | $90.5K | 0.00% | +1,795 | New |
| Covestor Ltd | 1,595 | $80.0K | 0.05% | −303−16.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $71.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,195 | $60.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 960 | $53.5K | 0.01% | +70+7.9% | Added |
| IFP Advisors, Inc | 1,037 | $52.2K | 0.00% | +145+16.3% | Added |
| Abich Financial Wealth Management LLC | 999 | $50.3K | 0.11% | +999 | New |
| TD Waterhouse Canada Inc. | 924 | $45.4K | 0.00% | +78+9.2% | Added |
| GWM Advisors LLC | 633 | $31.9K | 0.00% | −12,158−95.1% | Reduced |
| Principal Securities, Inc. | 619 | $31.2K | 0.00% | +236+61.6% | Added |
| Quest Partners LLC | 612 | $30.8K | 0.00% | −46,964−98.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 597 | $30.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 596 | $30.0K | 0.00% | +128+27.4% | Added |
| Richardson Financial Services Inc. | 735 | $28.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 545 | $27.5K | 0.00% | +249+84.1% | Added |
| Bokf, NA | 500 | $24.2K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 471 | $23.7K | 0.00% | +446+1,784.0% | Added |
| Parallel Advisors, LLC | 432 | $21.8K | 0.00% | +297+220.0% | Added |
| Whittier Trust Co | 424 | $21.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $20.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 407 | $20.5K | 0.00% | +282+225.6% | Added |
| Central Trust Co | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $17.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $15.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 289 | $14.5K | 0.00% | +2+0.7% | Added |
| Geneos Wealth Management Inc. | 286 | $14.4K | 0.00% | +286 | New |
| Hazlett, Burt & Watson, Inc. | 225 | $11.0K | 0.01% | +225 | New |
| HM Payson & Co | 214 | $10.8K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 195 | $10.7K | 0.01% | +195 | New |
| Legacy Wealth Managment, LLC | 195 | $10.7K | 0.01% | +195 | New |
| Ci Investments Inc. | 200 | $10.0K | 0.00% | −2−1.0% | Reduced |
| Credit Agricole S A | 19,199 | $9.67K | 0.00% | +19,199 | New |
| CIBC Private Wealth Group, LLC | 181 | $9.12K | 0.00% | +181 | New |
| Motco | 177 | $8.92K | 0.00% | +177 | New |
| Clearstead Advisors, LLC | 175 | $8.82K | 0.00% | +2+1.2% | Added |
| Creative Financial Designs Inc | 127 | $6.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 125 | $6.30K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $6.05K | 0.00% | +120 | New |
| GPS Wealth Strategies Group, LLC | 115 | $5.79K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $4.03K | 0.00% | +80 | New |
| Ronald Blue Trust, Inc. | 105 | $4.01K | 0.00% | +98+1,400.0% | Added |
| First Horizon Advisors, Inc. | 77 | $3.88K | 0.00% | +14+22.2% | Added |
| Smartleaf Asset Management LLC | 69 | $3.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $3.27K | 0.00% | −57−46.7% | Reduced |
| Lindbrook Capital, LLC | 60 | $3.02K | 0.00% | +60 | New |
| Carolinas Wealth Consulting LLC | 54 | $2.72K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.11K | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 15 | $756 | 0.00% | +5+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $454 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $353 | 0.00% | +7 | New |
| Claris Advisors, LLC | 2 | $101 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $101 | 0.00% | +2 | New |
| Skopos Labs, Inc. | 1 | $51 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 12 | $0 | 0.00% | +12 | New |
| 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 |