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, Q1 2026
Institutional positions in Lazard, Inc. as of Mar 31, 2026. 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
- 337
- +6 vs. Q4 2025
- Shares held
- 92.0M
- +16.1M (+21.2%) vs. Q4 2025
- Total value
- $3.91B
- +$222.4M (+6.0%) vs. Q4 2025
- New holders
- 50
- 137 more added
- Sold out
- 44
- 104 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,611,910 | $450.8M | 0.02% | −647,550−5.8% | Reduced |
| Price T Rowe Associates Inc | 9,601,899 | $407.9M | 0.05% | +794,579+9.0% | Added |
| BlackRock, Inc. | 7,580,028 | $322.0M | 0.01% | +153,806+2.1% | Added |
| Ariel Investments, LLC | 5,826,289 | $247.5M | 2.77% | +529,467+10.0% | Added |
| Vanguard Capital Management LLC | 4,963,089 | $210.8M | 0.01% | +4,963,089 | New |
| Vanguard Portfolio Management LLC | 4,953,726 | $210.4M | 0.01% | +4,953,726 | New |
| Geode Capital Management, LLC | 2,464,913 | $104.7M | 0.01% | +107,818+4.6% | Added |
| Capital Research Global Investors | 2,456,726 | $104.4M | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,170,845 | $92.2M | 0.03% | +410,208+23.3% | Added |
| Ameriprise Financial Inc | 2,153,927 | $91.5M | 0.02% | +323,207+17.7% | Added |
| Dimensional Fund Advisors LP | 1,900,615 | $80.7M | 0.02% | +174,199+10.1% | Added |
| State Street Corp | 1,882,592 | $80.0M | 0.00% | −2950.0% | Reduced |
| Victory Capital Management Inc | 1,793,435 | $76.2M | 0.05% | −136,000−7.0% | Reduced |
| Morgan Stanley | 1,504,196 | $63.9M | 0.00% | −44,233−2.9% | Reduced |
| Janus Henderson Group PLC | 1,431,358 | $60.8M | 0.03% | +48,607+3.5% | Added |
| Epoch Investment Partners, Inc. | 1,360,866 | $57.8M | 0.35% | −202,342−12.9% | Reduced |
| Invesco Ltd. | 1,296,182 | $55.1M | 0.01% | +150,008+13.1% | Added |
| Principal Financial Group Inc | 1,267,322 | $53.8M | 0.03% | −212,946−14.4% | Reduced |
| Voya Investment Management LLC | 1,255,880 | $53.3M | 0.06% | −16,584−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,078,098 | $45.8M | 0.01% | +29,886+2.9% | Added |
| Royce & Associates LP | 974,986 | $41.4M | 0.41% | +78,658+8.8% | Added |
| Qube Research & Technologies Ltd | 951,858 | $40.4M | 0.06% | +863,727+980.0% | Added |
| Two Sigma Investments, LP | 949,441 | $40.3M | 0.03% | +598,623+170.6% | Added |
| Goldman Sachs Group Inc | 939,892 | $39.9M | 0.01% | +78,713+9.1% | Added |
| Vanguard Fiduciary Trust Co | 702,542 | $29.8M | 0.01% | +702,542 | New |
| Los Angeles Capital Management LLC | 675,280 | $28.7M | 0.11% | +614,579+1,012.5% | Added |
| Northern Trust Corp | 588,404 | $25.0M | 0.00% | +16,222+2.8% | Added |
| Basswood Capital Management, L.L.C. | 584,388 | $24.8M | 1.26% | +290,505+98.9% | Added |
| Ranger Investment Management, L.P. | 577,662 | $24.5M | 1.78% | −4,340−0.7% | Reduced |
| Woodline Partners LP | 562,537 | $23.9M | 0.09% | +248,007+78.9% | Added |
| Federated Hermes, Inc. | 498,212 | $21.2M | 0.03% | −20,306−3.9% | Reduced |
| Susquehanna International Group, LLP | 483,819 | $20.6M | 0.03% | +224,691+86.7% | Added |
| Bank of New York Mellon Corp | 477,912 | $20.3M | 0.00% | −23,842−4.8% | Reduced |
| Bank of America Corp | 448,446 | $19.0M | 0.00% | +99,110+28.4% | Added |
| Royal Bank of Canada | 441,801 | $18.8M | 0.00% | −92,257−17.3% | Reduced |
| Algebris (UK) Ltd | 427,077 | $18.1M | 1.31% | −75,653−15.0% | Reduced |
| UBS Group AG | 395,447 | $16.8M | 0.00% | +63,114+19.0% | Added |
| Crawford Investment Counsel Inc | 385,702 | $16.4M | 0.28% | +22,961+6.3% | Added |
| AQR Capital Management LLC | 370,804 | $15.8M | 0.01% | +162,601+78.1% | Added |
| Squarepoint Ops LLC | 348,234 | $14.8M | 0.03% | +151,100+76.6% | Added |
| Citadel Advisors LLC | 345,251 | $14.7M | 0.01% | −311,038−47.4% | Reduced |
| MetLife Investment Management | 344,313 | $14.6M | 0.07% | +7,725+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 335,445 | $14.1M | 0.02% | +335,445 | New |
| Citigroup Inc | 323,971 | $13.8M | 0.01% | −5,114−1.6% | Reduced |
| Callodine Capital Management, LP | 308,420 | $13.1M | 0.92% | +308,420 | New |
| JPMorgan Chase & Co | 315,105 | $12.7M | 0.00% | +170,259+117.5% | Added |
| GW Henssler & Associates Ltd | 295,243 | $12.5M | 0.59% | +4,838+1.7% | Added |
| Jane Street Group, LLC | 286,595 | $12.2M | 0.01% | +23,349+8.9% | Added |
| State of Alaska, Department of Revenue | 281,368 | $12.0M | 0.13% | +100,000+55.1% | Added |
| UBS Asset Management Americas Inc | 267,967 | $11.4M | 0.00% | +5,219+2.0% | Added |
| Penn Capital Management Co Inc | 264,864 | $11.3M | 0.87% | +2,998+1.1% | Added |
| ExodusPoint Capital Management, LP | 263,959 | $11.2M | 0.11% | +138,954+111.2% | Added |
| Invenomic Capital Management LP | 256,750 | $10.9M | 0.50% | +256,750 | New |
| Bokf, NA | 244,129 | $10.4M | 0.16% | +58,933+31.8% | Added |
| New York State Common Retirement Fund | 224,430 | $9.53M | 0.01% | −2,600−1.1% | Reduced |
| First Trust Advisors LP | 222,747 | $9.46M | 0.01% | −321,879−59.1% | Reduced |
| Swedbank AB | 207,000 | $8.79M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 203,468 | $8.64M | 0.01% | +17,634+9.5% | Added |
| Russell Investments Group, Ltd. | 200,991 | $8.54M | 0.01% | +66,477+49.4% | Added |
| Crestwood Advisors Group LLC | 199,155 | $8.46M | 0.14% | +2,307+1.2% | Added |
| Amica Mutual Insurance Co | 192,555 | $8.18M | 0.70% | +2,652+1.4% | Added |
| SEI Investments Co | 192,394 | $8.17M | 0.01% | +126,177+190.6% | Added |
| Buck Wealth Strategies, LLC | 189,103 | $8.03M | 0.99% | +8,141+4.5% | Added |
| Swiss National Bank | 187,700 | $7.97M | 0.00% | +1,700+0.9% | Added |
| Purpose Unlimited Inc. | 183,755 | $7.81M | 0.32% | +7,229+4.1% | Added |
| Algert Global LLC | 181,790 | $7.72M | 0.12% | +109,270+150.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 181,477 | $7.71M | 0.11% | −36,935−16.9% | Reduced |
| Nuveen, LLC | 171,243 | $7.27M | 0.00% | −127,467−42.7% | Reduced |
| TD Asset Management Inc | 167,286 | $7.11M | 0.01% | −11,675−6.5% | Reduced |
| Amundi | 155,224 | $6.59M | 0.00% | +149,490+2,607.1% | Added |
| Capital Fund Management S.A. | 142,057 | $6.03M | 0.05% | +7,598+5.7% | Added |
| Stifel Financial Corp | 140,313 | $5.96M | 0.01% | +87,288+164.6% | Added |
| Millennium Management LLC | 138,381 | $5.88M | 0.00% | +59,739+76.0% | Added |
| Dark Forest Capital Management LP | 133,357 | $5.67M | 0.50% | −41,064−23.5% | Reduced |
| Prana Capital Management, LP | 132,030 | $5.61M | 0.17% | +132,030 | New |
| Cambiar Investors LLC | 120,864 | $5.13M | 0.24% | −2,106−1.7% | Reduced |
| California State Teachers Retirement System | 112,209 | $4.77M | 0.01% | +22,766+25.5% | Added |
| American Century Companies Inc | 109,059 | $4.63M | 0.00% | +85,573+364.4% | Added |
| State Board of Administration of Florida Retirement System | 106,249 | $4.51M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 101,871 | $4.33M | 0.00% | +21,388+26.6% | Added |
| State of Wisconsin Investment Board | 101,551 | $4.31M | 0.01% | −5,060−4.7% | Reduced |
| Colony Group, LLC | 100,726 | $4.28M | 0.00% | −90.0% | Reduced |
| Nomura Asset Management International Inc. | 90,645 | $3.85M | 0.01% | −37,972−29.5% | Reduced |
| Vanguard Asset Management, Ltd | 87,239 | $3.71M | 0.00% | +87,239 | New |
| Rhumbline Advisers | 84,630 | $3.60M | 0.00% | −3,528−4.0% | Reduced |
| Legal & General Group Plc | 82,677 | $3.51M | 0.00% | −9,832−10.6% | Reduced |
| Alps Advisors Inc | 80,444 | $3.42M | 0.02% | −3,914−4.6% | Reduced |
| Edgestream Partners, L.P. | 79,856 | $3.39M | 0.11% | +79,856 | New |
| Credit Agricole S A | 77,517 | $3.29M | 0.01% | 00.0% | Unchanged |
| CX Institutional | 75,452 | $3.21M | 0.10% | +75,440+628,666.7% | Added |
| Envestnet Asset Management Inc | 72,786 | $3.09M | 0.00% | +27,992+62.5% | Added |
| Illinois Municipal Retirement Fund | 71,398 | $3.03M | 0.04% | +16,132+29.2% | Added |
| Janney Montgomery Scott LLC | 70,653 | $3.00M | 0.01% | +4,551+6.9% | Added |
| Wells Fargo & Company | 69,170 | $2.94M | 0.00% | +528+0.8% | Added |
| Van Berkom & Associates Inc. | 64,831 | $2.75M | 0.09% | +4,514+7.5% | Added |
| Icon Advisers Inc | 61,898 | $2.63M | 0.61% | +55+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 57,341 | $2.44M | 0.40% | +4,562+8.6% | Added |
| First National Trust Co | 57,194 | $2.43M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 56,821 | $2.41M | 0.04% | +27,000+90.5% | Added |
| STRS Ohio | 55,200 | $2.34M | 0.01% | −40.0% | Reduced |