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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 26,494 | $1.13M | 0.00% | +1,417+5.7% | Added |
| Public Employees Retirement System of Ohio | 28,283 | $1.20M | 0.00% | −906−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 28,671 | $1.22M | 0.00% | +4,977+21.0% | Added |
| Jones Financial Companies LLLP | 31,243 | $1.22M | 0.00% | +26,423+548.2% | Added |
| Alliancebernstein L.P. | 26,177 | $1.27M | 0.00% | −11,057−29.7% | Reduced |
| Manning & Napier Advisors LLC | 30,000 | $1.27M | 0.02% | +30,000 | New |
| CWM, LLC | 30,063 | $1.28M | 0.00% | +3,736+14.2% | Added |
| D. E. Shaw & Co., Inc. | 30,634 | $1.30M | 0.00% | −66,127−68.3% | Reduced |
| Aureus Asset Management, LLC | 30,822 | $1.31M | 0.09% | +30,822 | New |
| Mitsubishi UFJ Trust & Banking Corp | 31,932 | $1.36M | 0.00% | +7,245+29.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,242 | $1.41M | 0.00% | +5,331+19.1% | Added |
| Raymond James Financial Inc | 36,547 | $1.55M | 0.00% | −1,936−5.0% | Reduced |
| PEAK6 LLC | 37,638 | $1.60M | 0.05% | +37,638 | New |
| Robertson Stephens Wealth Management, LLC | 38,525 | $1.64M | 0.05% | +305+0.8% | Added |
| Teacher Retirement System of Texas | 38,735 | $1.65M | 0.01% | −3,438−8.2% | Reduced |
| Treasurer of the State of North Carolina | 39,382 | $1.67M | 0.01% | +836+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,439 | $1.72M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 40,565 | $1.72M | 0.04% | −1,098−2.6% | Reduced |
| M&T Bank Corp | 42,368 | $1.80M | 0.01% | −7,467−15.0% | Reduced |
| Creative Planning | 43,462 | $1.85M | 0.00% | +7,214+19.9% | Added |
| Catalyst Funds Management Pty Ltd | 43,507 | $1.85M | 0.31% | +14,500+50.0% | Added |
| State of New Jersey Common Pension Fund D | 44,019 | $1.87M | 0.01% | −2,256−4.9% | Reduced |
| LPL Financial LLC | 44,540 | $1.89M | 0.00% | +100+0.2% | Added |
| Vanguard Global Advisers, LLC | 45,870 | $1.95M | 0.00% | +45,870 | New |
| Bryn Mawr Trust Co | 46,085 | $1.96M | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 46,123 | $1.96M | 0.00% | +7,624+19.8% | Added |
| Moran Wealth Management, LLC | 46,266 | $1.97M | 0.06% | +472+1.0% | Added |
| National Bank of Canada | 47,075 | $2.00M | 0.00% | +8,041+20.6% | Added |
| Jain Global LLC | 47,473 | $2.02M | 0.03% | +47,473 | New |
| Oliver Luxxe Assets LLC | 47,565 | $2.02M | 0.30% | −63−0.1% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.07M | 0.49% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 50,674 | $2.15M | 0.05% | +50,674 | New |
| BNP Paribas Arbitrage, SA | 51,231 | $2.18M | 0.00% | +44,841+701.7% | Added |
| Boston Partners | 52,320 | $2.22M | 0.00% | +52,320 | New |
| Engineers Gate Manager LP | 54,663 | $2.32M | 0.03% | +54,663 | New |
| Callahan Advisors, LLC | 54,776 | $2.33M | 0.19% | −1,495−2.7% | Reduced |
| Capula Management Ltd | 55,093 | $2.34M | 0.02% | +55,093 | New |
| STRS Ohio | 55,200 | $2.34M | 0.01% | −40.0% | Reduced |
| Crossmark Global Holdings, Inc. | 56,821 | $2.41M | 0.04% | +27,000+90.5% | Added |
| First National Trust Co | 57,194 | $2.43M | 0.08% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 57,341 | $2.44M | 0.40% | +4,562+8.6% | Added |
| Icon Advisers Inc | 61,898 | $2.63M | 0.61% | +55+0.1% | Added |
| Van Berkom & Associates Inc. | 64,831 | $2.75M | 0.09% | +4,514+7.5% | Added |
| Wells Fargo & Company | 69,170 | $2.94M | 0.00% | +528+0.8% | Added |
| Janney Montgomery Scott LLC | 70,653 | $3.00M | 0.01% | +4,551+6.9% | Added |
| Illinois Municipal Retirement Fund | 71,398 | $3.03M | 0.04% | +16,132+29.2% | Added |
| Envestnet Asset Management Inc | 72,786 | $3.09M | 0.00% | +27,992+62.5% | Added |
| CX Institutional | 75,452 | $3.21M | 0.10% | +75,440+628,666.7% | Added |
| Credit Agricole S A | 77,517 | $3.29M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 79,856 | $3.39M | 0.11% | +79,856 | New |
| Alps Advisors Inc | 80,444 | $3.42M | 0.02% | −3,914−4.6% | Reduced |
| Legal & General Group Plc | 82,677 | $3.51M | 0.00% | −9,832−10.6% | Reduced |
| Rhumbline Advisers | 84,630 | $3.60M | 0.00% | −3,528−4.0% | Reduced |
| Vanguard Asset Management, Ltd | 87,239 | $3.71M | 0.00% | +87,239 | New |
| Nomura Asset Management International Inc. | 90,645 | $3.85M | 0.01% | −37,972−29.5% | Reduced |
| Colony Group, LLC | 100,726 | $4.28M | 0.00% | −90.0% | Reduced |
| State of Wisconsin Investment Board | 101,551 | $4.31M | 0.01% | −5,060−4.7% | Reduced |
| Barclays PLC | 101,871 | $4.33M | 0.00% | +21,388+26.6% | Added |
| State Board of Administration of Florida Retirement System | 106,249 | $4.51M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 109,059 | $4.63M | 0.00% | +85,573+364.4% | Added |
| California State Teachers Retirement System | 112,209 | $4.77M | 0.01% | +22,766+25.5% | Added |
| Cambiar Investors LLC | 120,864 | $5.13M | 0.24% | −2,106−1.7% | Reduced |
| Prana Capital Management, LP | 132,030 | $5.61M | 0.17% | +132,030 | New |
| Dark Forest Capital Management LP | 133,357 | $5.67M | 0.50% | −41,064−23.5% | Reduced |
| Millennium Management LLC | 138,381 | $5.88M | 0.00% | +59,739+76.0% | Added |
| Stifel Financial Corp | 140,313 | $5.96M | 0.01% | +87,288+164.6% | Added |
| Capital Fund Management S.A. | 142,057 | $6.03M | 0.05% | +7,598+5.7% | Added |
| Amundi | 155,224 | $6.59M | 0.00% | +149,490+2,607.1% | Added |
| TD Asset Management Inc | 167,286 | $7.11M | 0.01% | −11,675−6.5% | Reduced |
| Nuveen, LLC | 171,243 | $7.27M | 0.00% | −127,467−42.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 181,477 | $7.71M | 0.11% | −36,935−16.9% | Reduced |
| Algert Global LLC | 181,790 | $7.72M | 0.12% | +109,270+150.7% | Added |
| Purpose Unlimited Inc. | 183,755 | $7.81M | 0.32% | +7,229+4.1% | Added |
| Swiss National Bank | 187,700 | $7.97M | 0.00% | +1,700+0.9% | Added |
| Buck Wealth Strategies, LLC | 189,103 | $8.03M | 0.99% | +8,141+4.5% | Added |
| SEI Investments Co | 192,394 | $8.17M | 0.01% | +126,177+190.6% | Added |
| Amica Mutual Insurance Co | 192,555 | $8.18M | 0.70% | +2,652+1.4% | Added |
| Crestwood Advisors Group LLC | 199,155 | $8.46M | 0.14% | +2,307+1.2% | Added |
| Russell Investments Group, Ltd. | 200,991 | $8.54M | 0.01% | +66,477+49.4% | Added |
| California Public Employees Retirement System | 203,468 | $8.64M | 0.01% | +17,634+9.5% | Added |
| Swedbank AB | 207,000 | $8.79M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 222,747 | $9.46M | 0.01% | −321,879−59.1% | Reduced |
| New York State Common Retirement Fund | 224,430 | $9.53M | 0.01% | −2,600−1.1% | Reduced |
| Bokf, NA | 244,129 | $10.4M | 0.16% | +58,933+31.8% | Added |
| Invenomic Capital Management LP | 256,750 | $10.9M | 0.50% | +256,750 | New |
| ExodusPoint Capital Management, LP | 263,959 | $11.2M | 0.11% | +138,954+111.2% | Added |
| Penn Capital Management Co Inc | 264,864 | $11.3M | 0.87% | +2,998+1.1% | Added |
| UBS Asset Management Americas Inc | 267,967 | $11.4M | 0.00% | +5,219+2.0% | Added |
| State of Alaska, Department of Revenue | 281,368 | $12.0M | 0.13% | +100,000+55.1% | Added |
| Jane Street Group, LLC | 286,595 | $12.2M | 0.01% | +23,349+8.9% | Added |
| GW Henssler & Associates Ltd | 295,243 | $12.5M | 0.59% | +4,838+1.7% | Added |
| JPMorgan Chase & Co | 315,105 | $12.7M | 0.00% | +170,259+117.5% | Added |
| Callodine Capital Management, LP | 308,420 | $13.1M | 0.92% | +308,420 | New |
| Citigroup Inc | 323,971 | $13.8M | 0.01% | −5,114−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 335,445 | $14.1M | 0.02% | +335,445 | New |
| MetLife Investment Management | 344,313 | $14.6M | 0.07% | +7,725+2.3% | Added |
| Citadel Advisors LLC | 345,251 | $14.7M | 0.01% | −311,038−47.4% | Reduced |
| Squarepoint Ops LLC | 348,234 | $14.8M | 0.03% | +151,100+76.6% | Added |
| AQR Capital Management LLC | 370,804 | $15.8M | 0.01% | +162,601+78.1% | Added |
| Crawford Investment Counsel Inc | 385,702 | $16.4M | 0.28% | +22,961+6.3% | Added |