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 |
|---|---|---|---|---|---|
| UBS Group AG | 395,447 | $16.8M | 0.00% | +63,114+19.0% | Added |
| Algebris (UK) Ltd | 427,077 | $18.1M | 1.31% | −75,653−15.0% | Reduced |
| Royal Bank of Canada | 441,801 | $18.8M | 0.00% | −92,257−17.3% | Reduced |
| Bank of America Corp | 448,446 | $19.0M | 0.00% | +99,110+28.4% | Added |
| Bank of New York Mellon Corp | 477,912 | $20.3M | 0.00% | −23,842−4.8% | Reduced |
| Susquehanna International Group, LLP | 483,819 | $20.6M | 0.03% | +224,691+86.7% | Added |
| Federated Hermes, Inc. | 498,212 | $21.2M | 0.03% | −20,306−3.9% | Reduced |
| Woodline Partners LP | 562,537 | $23.9M | 0.09% | +248,007+78.9% | Added |
| Ranger Investment Management, L.P. | 577,662 | $24.5M | 1.78% | −4,340−0.7% | Reduced |
| Basswood Capital Management, L.L.C. | 584,388 | $24.8M | 1.26% | +290,505+98.9% | Added |
| Northern Trust Corp | 588,404 | $25.0M | 0.00% | +16,222+2.8% | Added |
| Los Angeles Capital Management LLC | 675,280 | $28.7M | 0.11% | +614,579+1,012.5% | Added |
| Vanguard Fiduciary Trust Co | 702,542 | $29.8M | 0.01% | +702,542 | New |
| Goldman Sachs Group Inc | 939,892 | $39.9M | 0.01% | +78,713+9.1% | Added |
| Two Sigma Investments, LP | 949,441 | $40.3M | 0.03% | +598,623+170.6% | Added |
| Qube Research & Technologies Ltd | 951,858 | $40.4M | 0.06% | +863,727+980.0% | Added |
| Royce & Associates LP | 974,986 | $41.4M | 0.41% | +78,658+8.8% | Added |
| Charles Schwab Investment Management Inc | 1,078,098 | $45.8M | 0.01% | +29,886+2.9% | Added |
| Voya Investment Management LLC | 1,255,880 | $53.3M | 0.06% | −16,584−1.3% | Reduced |
| Principal Financial Group Inc | 1,267,322 | $53.8M | 0.03% | −212,946−14.4% | Reduced |
| Invesco Ltd. | 1,296,182 | $55.1M | 0.01% | +150,008+13.1% | Added |
| Epoch Investment Partners, Inc. | 1,360,866 | $57.8M | 0.35% | −202,342−12.9% | Reduced |
| Janus Henderson Group PLC | 1,431,358 | $60.8M | 0.03% | +48,607+3.5% | Added |
| Morgan Stanley | 1,504,196 | $63.9M | 0.00% | −44,233−2.9% | Reduced |
| Victory Capital Management Inc | 1,793,435 | $76.2M | 0.05% | −136,000−7.0% | Reduced |
| State Street Corp | 1,882,592 | $80.0M | 0.00% | −2950.0% | Reduced |
| Dimensional Fund Advisors LP | 1,900,615 | $80.7M | 0.02% | +174,199+10.1% | Added |
| Ameriprise Financial Inc | 2,153,927 | $91.5M | 0.02% | +323,207+17.7% | Added |
| Fisher Asset Management, LLC | 2,170,845 | $92.2M | 0.03% | +410,208+23.3% | Added |
| Capital Research Global Investors | 2,456,726 | $104.4M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,464,913 | $104.7M | 0.01% | +107,818+4.6% | Added |
| Vanguard Portfolio Management LLC | 4,953,726 | $210.4M | 0.01% | +4,953,726 | New |
| Vanguard Capital Management LLC | 4,963,089 | $210.8M | 0.01% | +4,963,089 | New |
| Ariel Investments, LLC | 5,826,289 | $247.5M | 2.77% | +529,467+10.0% | Added |
| BlackRock, Inc. | 7,580,028 | $322.0M | 0.01% | +153,806+2.1% | Added |
| Price T Rowe Associates Inc | 9,601,899 | $407.9M | 0.05% | +794,579+9.0% | Added |
| FMR LLC | 10,611,910 | $450.8M | 0.02% | −647,550−5.8% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −134,480−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −116,205−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,436−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −58,059−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −55,271−100.0% | Sold out |
| Lesa Sroufe & Co | 0 | $0 | 0.00% | −52,834−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −29,801−100.0% | Sold out |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −23,444−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −23,392−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −20,139−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −17,437−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −12,795−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,501−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,775−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,135−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,216−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −6,064−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −5,469−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Curat Global, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |