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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3,192 | $135.6K | 0.00% | −258−7.5% | Reduced |
| Bayforest Capital Ltd | 3,463 | $147.1K | 0.16% | −2,615−43.0% | Reduced |
| Simplex Trading, LLC | 3,532 | $150.0K | 0.00% | +225+6.8% | Added |
| Walleye Capital LLC | 3,887 | $165.1K | 0.00% | −253,424−98.5% | Reduced |
| Fifth Third Bancorp | 3,986 | $169.3K | 0.00% | +3,986 | New |
| Assetmark, Inc | 4,284 | $182.0K | 0.00% | −8−0.2% | Reduced |
| Advisors Asset Management, Inc. | 4,698 | $199.6K | 0.00% | +23+0.5% | Added |
| Ensign Peak Advisors, Inc | 4,700 | $199.7K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 4,790 | $203.5K | 0.00% | −8,631−64.3% | Reduced |
| Utah Retirement Systems | 4,911 | $208.6K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,921 | $209.1K | 0.03% | +318+6.9% | Added |
| SG Americas Securities, LLC | 4,932 | $210.0K | 0.00% | −32,420−86.8% | Reduced |
| Mercer Global Advisors Inc | 4,956 | $210.5K | 0.00% | +4,956 | New |
| K.J. Harrison & Partners Inc | 5,000 | $212.4K | 0.03% | +5,000 | New |
| Brevan Howard Capital Management LP | 5,035 | $213.9K | 0.00% | +511+11.3% | Added |
| EntryPoint Capital, LLC | 5,069 | $215.3K | 0.06% | −4,596−47.6% | Reduced |
| Bridgewater Associates, LP | 5,393 | $229.1K | 0.00% | −6,914−56.2% | Reduced |
| Prosperity Consulting Group, LLC | 5,501 | $233.7K | 0.01% | −535−8.9% | Reduced |
| DnB Asset Management AS | 5,543 | $235.5K | 0.00% | +5,543 | New |
| Amalgamated Bank | 5,710 | $243.0K | 0.00% | −1,273−18.2% | Reduced |
| Everhart Financial Group, Inc. | 5,767 | $245.0K | 0.02% | −149−2.5% | Reduced |
| Z3 Capital Partners, LLC | 5,855 | $248.7K | 0.06% | −50−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 5,862 | $249.0K | 0.00% | +1,446+32.7% | Added |
| Rockefeller Capital Management L.P. | 5,988 | $254.4K | 0.00% | −874−12.7% | Reduced |
| Private Advisor Group, LLC | 6,002 | $255.0K | 0.00% | −2,512−29.5% | Reduced |
| Abel Hall, LLC | 6,285 | $267.0K | 0.06% | +6,285 | New |
| O'Shaughnessy Asset Management, LLC | 6,424 | $272.9K | 0.00% | −2,162−25.2% | Reduced |
| 1492 Capital Management LLC | 6,489 | $275.7K | 0.10% | +1,626+33.4% | Added |
| Tradition Wealth Management, LLC | 6,525 | $277.2K | 0.02% | −1,170−15.2% | Reduced |
| Rothschild Investment LLC | 6,547 | $278.1K | 0.01% | +1,009+18.2% | Added |
| Lecap Asset Management Ltd | 6,731 | $285.9K | 0.11% | −7,832−53.8% | Reduced |
| Evergreen Capital Management LLC | 6,910 | $293.5K | 0.01% | −999−12.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,391 | $314.0K | 0.03% | +994+15.5% | Added |
| Hilltop National Bank | 7,441 | $316.1K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,484 | $318.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,643 | $324.7K | 0.00% | +7,643 | New |
| Cerity Partners LLC | 7,677 | $326.2K | 0.00% | +7,677 | New |
| Baird Financial Group, Inc. | 7,778 | $330.4K | 0.00% | −958−11.0% | Reduced |
| Entropy Technologies, LP | 7,851 | $333.5K | 0.02% | −8,302−51.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,895 | $335.0K | 0.00% | +1,399+21.5% | Added |
| O'Rourke & Company, Inc | 7,954 | $337.9K | 0.13% | +280+3.6% | Added |
| Davenport & Co LLC | 8,121 | $345.0K | 0.00% | −221−2.6% | Reduced |
| North Star Investment Management Corp. | 8,125 | $345.2K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,207 | $348.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,285 | $351.9K | 0.00% | −540−6.1% | Reduced |
| Xponance, Inc. | 8,511 | $361.5K | 0.00% | +2,057+31.9% | Added |
| Sequoia Financial Advisors, LLC | 8,625 | $366.4K | 0.00% | −1,274−12.9% | Reduced |
| TD Private Client Wealth LLC | 8,644 | $367.2K | 0.01% | +211+2.5% | Added |
| Weiss Asset Management LP | 8,693 | $369.3K | 0.01% | +8,693 | New |
| Pathstone Holdings, LLC | 8,942 | $379.9K | 0.00% | −678−7.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $392.3K | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,548 | $405.6K | 0.00% | −201−2.1% | Reduced |
| Inceptionr LLC | 10,056 | $427.2K | 0.10% | +2,593+34.7% | Added |
| Shulman DeMeo Asset Management LLC | 10,385 | $441.2K | 0.09% | +10,385 | New |
| Argent Trust Co | 10,653 | $452.5K | 0.02% | −36,747−77.5% | Reduced |
| AE Wealth Management LLC | 10,972 | $466.0K | 0.00% | −351,332−97.0% | Reduced |
| XTX Topco Ltd | 11,054 | $469.6K | 0.01% | +11,054 | New |
| NewEdge Wealth, LLC | 11,088 | $471.0K | 0.01% | +28+0.3% | Added |
| Bleakley Financial Group, LLC | 11,111 | $472.0K | 0.01% | +289+2.7% | Added |
| DRW Securities, LLC | 11,235 | $477.3K | 0.03% | +11,235 | New |
| Jump Financial, LLC | 11,415 | $484.9K | 0.01% | +3,715+48.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,950 | $495.7K | 0.00% | +3,394+39.7% | Added |
| Claro Advisors LLC | 11,875 | $504.4K | 0.06% | −30.0% | Reduced |
| Mackenzie Financial Corp | 12,107 | $514.4K | 0.00% | −9,048−42.8% | Reduced |
| Elo Mutual Pension Insurance Co | 12,331 | $523.8K | 0.01% | +736+6.3% | Added |
| Jefferies Financial Group Inc. | 12,538 | $532.6K | 0.01% | −28,304−69.3% | Reduced |
| Advisor Group Holdings, Inc. | 12,550 | $533.3K | 0.00% | −1,925−13.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,571 | $534.0K | 0.02% | −392−3.0% | Reduced |
| Lawood & Co | 12,720 | $540.3K | 0.50% | +650+5.4% | Added |
| TD Waterhouse Canada Inc. | 13,098 | $549.6K | 0.00% | +10,804+471.0% | Added |
| Keybank National Association | 13,242 | $562.5K | 0.00% | +1,259+10.5% | Added |
| CI Private Wealth, LLC | 13,337 | $566.6K | 0.00% | +655+5.2% | Added |
| Thrivent Financial for Lutherans | 13,934 | $592.0K | 0.00% | −19,708−58.6% | Reduced |
| Pictet Asset Management Holding SA | 15,758 | $669.4K | 0.00% | +1,006+6.8% | Added |
| Calton & Associates, Inc. | 22,278 | $683.5K | 0.10% | −8,876−28.5% | Reduced |
| Frank, Rimerman Advisors LLC | 16,140 | $685.6K | 0.04% | +61+0.4% | Added |
| Ieq Capital, LLC | 16,671 | $708.2K | 0.00% | +16,671 | New |
| Gilman Hill Asset Management, LLC | 16,725 | $710.5K | 0.11% | +1,010+6.4% | Added |
| Future Fund LLC | 16,903 | $718.0K | 0.25% | +2,096+14.2% | Added |
| EFG International AG | 17,622 | $749.4K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,747 | $753.9K | 0.00% | +1,279+7.8% | Added |
| Handelsbanken Fonder AB | 18,500 | $786.0K | 0.00% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $790.5K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,920 | $793.9K | 0.00% | +18,920 | New |
| KLP Kapitalforvaltning AS | 20,900 | $887.8K | 0.00% | +700+3.5% | Added |
| Autumn Glory Partners, LLC | 21,084 | $895.6K | 0.33% | −1,002−4.5% | Reduced |
| Cetera Investment Advisers | 21,134 | $897.8K | 0.00% | −1,298−5.8% | Reduced |
| Empowered Funds, LLC | 21,287 | $904.3K | 0.01% | +21,287 | New |
| Segall Bryant & Hamill, LLC | 22,200 | $943.1K | 0.01% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 22,250 | $945.2K | 0.67% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,295 | $947.1K | 0.00% | +1,970+9.7% | Added |
| Vanguard Investments Australia, Ltd. | 22,895 | $972.6K | 0.00% | +22,895 | New |
| Oppenheimer & Co Inc | 24,039 | $1.02M | 0.01% | +290+1.2% | Added |
| Deutsche Bank AG | 24,134 | $1.03M | 0.00% | +536+2.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 24,404 | $1.04M | 0.01% | +24,404 | New |
| Hunter Perkins Capital Management, LLC | 25,261 | $1.07M | 0.25% | +191+0.8% | Added |
| Great Lakes Retirement, Inc. | 25,856 | $1.10M | 0.11% | +1,627+6.7% | Added |
| Arizona State Retirement System | 26,075 | $1.11M | 0.01% | −220−0.8% | Reduced |
| Brinker Capital Investments, LLC | 26,281 | $1.12M | 0.01% | −209−0.8% | Reduced |
| Natixis Advisors, L.P. | 26,491 | $1.13M | 0.00% | −1,081−3.9% | Reduced |