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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | −4−40.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $42 | 0.00% | −50−98.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $42 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 2 | $85 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $109 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $170 | 0.00% | −2−33.3% | Reduced |
| Vermillion Wealth Management, Inc. | 4 | $170 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 5 | $202 | 0.00% | +3+150.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 5 | $212 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $255 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $297 | 0.00% | −2−22.2% | Reduced |
| Atwood & Palmer Inc | 9 | $383 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $425 | 0.00% | +5+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 11 | $467 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $510 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $510 | 0.00% | +4+50.0% | Added |
| Rialto Wealth Management, LLC | 12 | $510 | 0.00% | +4+50.0% | Added |
| Fortitude Family Office, LLC | 14 | $595 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $637 | 0.00% | −74−83.1% | Reduced |
| Millstone Evans Group, LLC | 15 | $637 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $722 | 0.00% | +5+41.7% | Added |
| Nisa Investment Advisors, LLC | 18 | $765 | 0.00% | −10−35.7% | Reduced |
| Cromwell Holdings LLC | 21 | $892 | 0.00% | +11+110.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $892 | 0.00% | +21 | New |
| SHP Wealth Management | 23 | $977 | 0.00% | +23 | New |
| Ronald Blue Trust, Inc. | 28 | $1.19K | 0.00% | −7−20.0% | Reduced |
| Westside Investment Management, Inc. | 30 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.32K | 0.00% | +25+416.7% | Added |
| Principia Wealth Advisory, LLC | 33 | $1.40K | 0.00% | +3+10.0% | Added |
| Umb Bank N A | 43 | $1.83K | 0.00% | +12+38.7% | Added |
| UMA Financial Services, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | −460−92.6% | Reduced |
| Key Capital Management, INC | 57 | $2.42K | 0.00% | +46+418.2% | Added |
| Kilter Group LLC | 59 | $2.51K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 60 | $2.55K | 0.00% | +60 | New |
| CVA Family Office, LLC | 61 | $2.59K | 0.00% | +61 | New |
| Parkside Financial Bank & Trust | 61 | $2.59K | 0.00% | +16+35.6% | Added |
| City State Bank | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 81 | $3.44K | 0.00% | −14−14.7% | Reduced |
| Advocate Investing Services LLC | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 135 | $5.74K | 0.00% | +74+121.3% | Added |
| Salomon & Ludwin, LLC | 143 | $5.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 148 | $6.30K | 0.00% | −4,311−96.7% | Reduced |
| Larson Financial Group LLC | 152 | $6.46K | 0.00% | +125+463.0% | Added |
| Boreal Capital Management LLC | 154 | $6.54K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 171 | $7.26K | 0.00% | +171 | New |
| Harbour Investments, Inc. | 179 | $7.58K | 0.00% | +12+7.2% | Added |
| JFS Wealth Advisors, LLC | 191 | $8.11K | 0.00% | −8−4.0% | Reduced |
| Legacy Wealth Managment, LLC | 195 | $8.28K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 205 | $8.71K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 208 | $8.73K | 0.00% | −382−64.7% | Reduced |
| Root Financial Partners, LLC | 241 | $10.2K | 0.00% | +11+4.8% | Added |
| Massmutual Trust Co FSB | 266 | $11.3K | 0.00% | +244+1,109.1% | Added |
| Essential Partners LLC | 286 | $12.1K | 0.00% | +193+207.5% | Added |
| Boyd Watterson Asset Management LLC | 317 | $13.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 406 | $17.2K | 0.00% | +175+75.8% | Added |
| HHM Wealth Advisors, LLC | 410 | $17.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 423 | $18.0K | 0.01% | −222−34.4% | Reduced |
| MCF Advisors LLC | 430 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $19.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 484 | $20.1K | 0.00% | +60+14.2% | Added |
| MAI Capital Management | 475 | $20.2K | 0.00% | +45+10.5% | Added |
| TD Capital Management LLC | 520 | $22.1K | 0.00% | +5+1.0% | Added |
| SRS Capital Advisors, Inc. | 560 | $23.8K | 0.00% | −160−22.2% | Reduced |
| Wellington-Altus USA Inc. | 617 | $25.9K | 0.02% | −95−13.3% | Reduced |
| Quadrant Capital Group LLC | 619 | $26.3K | 0.00% | +213+52.5% | Added |
| Quest 10 Wealth Builders, Inc. | 645 | $27.4K | 0.02% | −6−0.9% | Reduced |
| Southern Michigan Bank & Trust | 650 | $27.6K | 0.01% | +650 | New |
| Tower Research Capital LLC (TRC) | 660 | $28.0K | 0.00% | −337−33.8% | Reduced |
| Costello Asset Management, INC | 700 | $29.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 770 | $32.7K | 0.02% | −45−5.5% | Reduced |
| Triumph Capital Management | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 822 | $34.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 846 | $35.9K | 0.00% | −51−5.7% | Reduced |
| State of Wyoming | 865 | $36.7K | 0.00% | −2,808−76.4% | Reduced |
| Signaturefd, LLC | 888 | $37.7K | 0.00% | +276+45.1% | Added |
| Farther Finance Advisors, LLC | 910 | $38.2K | 0.00% | −250−21.6% | Reduced |
| Allworth Financial LP | 941 | $40.0K | 0.00% | +422+81.3% | Added |
| IFP Advisors, Inc | 997 | $42.4K | 0.00% | +17+1.7% | Added |
| Roxbury Financial LLC | 1,034 | $43.9K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,282 | $54.5K | 0.01% | −268−17.3% | Reduced |
| Westfuller Advisors, LLC | 1,282 | $54.5K | 0.02% | −268−17.3% | Reduced |
| GAMMA Investing LLC | 1,291 | $54.8K | 0.00% | +155+13.6% | Added |
| US Bancorp | 1,361 | $57.8K | 0.00% | +55+4.2% | Added |
| Spire Wealth Management | 1,409 | $59.9K | 0.00% | +12+0.9% | Added |
| Broadwater Capital Management LLC | 1,240 | $60.2K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,420 | $60.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,486 | $63.1K | 0.00% | +151+11.3% | Added |
| Axiom Investment Management LLC | 2,100 | $89.2K | 0.07% | +2,100 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,117 | $89.9K | 0.00% | +553+35.4% | Added |
| Walleye Trading LLC | 2,157 | $91.6K | 0.00% | +2,157 | New |
| Parallel Advisors, LLC | 2,317 | $98.4K | 0.00% | +477+25.9% | Added |
| Aster Capital Management (DIFC) Ltd | 2,430 | $105.2K | 0.03% | +2,430 | New |
| Sterling Capital Management LLC | 2,616 | $111.1K | 0.00% | −1,899−42.1% | Reduced |
| KBC Group NV | 2,989 | $127.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $127.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,788 | $130.1K | 0.01% | −1,841−39.8% | Reduced |