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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 55,093 | $2.34M | 0.02% | +55,093 | New |
| Callahan Advisors, LLC | 54,776 | $2.33M | 0.19% | −1,495−2.7% | Reduced |
| Engineers Gate Manager LP | 54,663 | $2.32M | 0.03% | +54,663 | New |
| Boston Partners | 52,320 | $2.22M | 0.00% | +52,320 | New |
| BNP Paribas Arbitrage, SA | 51,231 | $2.18M | 0.00% | +44,841+701.7% | Added |
| Polar Asset Management Partners Inc. | 50,674 | $2.15M | 0.05% | +50,674 | New |
| Paulson Wealth Management Inc. | 48,762 | $2.07M | 0.49% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 47,565 | $2.02M | 0.30% | −63−0.1% | Reduced |
| Jain Global LLC | 47,473 | $2.02M | 0.03% | +47,473 | New |
| National Bank of Canada | 47,075 | $2.00M | 0.00% | +8,041+20.6% | Added |
| Moran Wealth Management, LLC | 46,266 | $1.97M | 0.06% | +472+1.0% | Added |
| Franklin Resources Inc | 46,123 | $1.96M | 0.00% | +7,624+19.8% | Added |
| Bryn Mawr Trust Co | 46,085 | $1.96M | 0.05% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 45,870 | $1.95M | 0.00% | +45,870 | New |
| LPL Financial LLC | 44,540 | $1.89M | 0.00% | +100+0.2% | Added |
| State of New Jersey Common Pension Fund D | 44,019 | $1.87M | 0.01% | −2,256−4.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 43,507 | $1.85M | 0.31% | +14,500+50.0% | Added |
| Creative Planning | 43,462 | $1.85M | 0.00% | +7,214+19.9% | Added |
| M&T Bank Corp | 42,368 | $1.80M | 0.01% | −7,467−15.0% | Reduced |
| AMG National Trust Bank | 40,565 | $1.72M | 0.04% | −1,098−2.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,439 | $1.72M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 39,382 | $1.67M | 0.01% | +836+2.2% | Added |
| Teacher Retirement System of Texas | 38,735 | $1.65M | 0.01% | −3,438−8.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 38,525 | $1.64M | 0.05% | +305+0.8% | Added |
| PEAK6 LLC | 37,638 | $1.60M | 0.05% | +37,638 | New |
| Raymond James Financial Inc | 36,547 | $1.55M | 0.00% | −1,936−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,242 | $1.41M | 0.00% | +5,331+19.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 31,932 | $1.36M | 0.00% | +7,245+29.3% | Added |
| Aureus Asset Management, LLC | 30,822 | $1.31M | 0.09% | +30,822 | New |
| D. E. Shaw & Co., Inc. | 30,634 | $1.30M | 0.00% | −66,127−68.3% | Reduced |
| CWM, LLC | 30,063 | $1.28M | 0.00% | +3,736+14.2% | Added |
| Manning & Napier Advisors LLC | 30,000 | $1.27M | 0.02% | +30,000 | New |
| Alliancebernstein L.P. | 26,177 | $1.27M | 0.00% | −11,057−29.7% | Reduced |
| Jones Financial Companies LLLP | 31,243 | $1.22M | 0.00% | +26,423+548.2% | Added |
| Commonwealth Equity Services, LLC | 28,671 | $1.22M | 0.00% | +4,977+21.0% | Added |
| Public Employees Retirement System of Ohio | 28,283 | $1.20M | 0.00% | −906−3.1% | Reduced |
| Truist Financial Corp | 26,494 | $1.13M | 0.00% | +1,417+5.7% | Added |
| Natixis Advisors, L.P. | 26,491 | $1.13M | 0.00% | −1,081−3.9% | Reduced |
| Brinker Capital Investments, LLC | 26,281 | $1.12M | 0.01% | −209−0.8% | Reduced |
| Arizona State Retirement System | 26,075 | $1.11M | 0.01% | −220−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 25,856 | $1.10M | 0.11% | +1,627+6.7% | Added |
| Hunter Perkins Capital Management, LLC | 25,261 | $1.07M | 0.25% | +191+0.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 24,404 | $1.04M | 0.01% | +24,404 | New |
| Deutsche Bank AG | 24,134 | $1.03M | 0.00% | +536+2.3% | Added |
| Oppenheimer & Co Inc | 24,039 | $1.02M | 0.01% | +290+1.2% | Added |
| Vanguard Investments Australia, Ltd. | 22,895 | $972.6K | 0.00% | +22,895 | New |
| Captrust Financial Advisors | 22,295 | $947.1K | 0.00% | +1,970+9.7% | Added |
| Mork Capital Management, LLC | 22,250 | $945.2K | 0.67% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 22,200 | $943.1K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,287 | $904.3K | 0.01% | +21,287 | New |
| Cetera Investment Advisers | 21,134 | $897.8K | 0.00% | −1,298−5.8% | Reduced |
| Autumn Glory Partners, LLC | 21,084 | $895.6K | 0.33% | −1,002−4.5% | Reduced |
| KLP Kapitalforvaltning AS | 20,900 | $887.8K | 0.00% | +700+3.5% | Added |
| HSBC Holdings PLC | 18,920 | $793.9K | 0.00% | +18,920 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $790.5K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,500 | $786.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,747 | $753.9K | 0.00% | +1,279+7.8% | Added |
| EFG International AG | 17,622 | $749.4K | 0.02% | 00.0% | Unchanged |
| Future Fund LLC | 16,903 | $718.0K | 0.25% | +2,096+14.2% | Added |
| Gilman Hill Asset Management, LLC | 16,725 | $710.5K | 0.11% | +1,010+6.4% | Added |
| Ieq Capital, LLC | 16,671 | $708.2K | 0.00% | +16,671 | New |
| Frank, Rimerman Advisors LLC | 16,140 | $685.6K | 0.04% | +61+0.4% | Added |
| Calton & Associates, Inc. | 22,278 | $683.5K | 0.10% | −8,876−28.5% | Reduced |
| Pictet Asset Management Holding SA | 15,758 | $669.4K | 0.00% | +1,006+6.8% | Added |
| Thrivent Financial for Lutherans | 13,934 | $592.0K | 0.00% | −19,708−58.6% | Reduced |
| CI Private Wealth, LLC | 13,337 | $566.6K | 0.00% | +655+5.2% | Added |
| Keybank National Association | 13,242 | $562.5K | 0.00% | +1,259+10.5% | Added |
| TD Waterhouse Canada Inc. | 13,098 | $549.6K | 0.00% | +10,804+471.0% | Added |
| Lawood & Co | 12,720 | $540.3K | 0.50% | +650+5.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,571 | $534.0K | 0.02% | −392−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 12,550 | $533.3K | 0.00% | −1,925−13.3% | Reduced |
| Jefferies Financial Group Inc. | 12,538 | $532.6K | 0.01% | −28,304−69.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,331 | $523.8K | 0.01% | +736+6.3% | Added |
| Mackenzie Financial Corp | 12,107 | $514.4K | 0.00% | −9,048−42.8% | Reduced |
| Claro Advisors LLC | 11,875 | $504.4K | 0.06% | −30.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,950 | $495.7K | 0.00% | +3,394+39.7% | Added |
| Jump Financial, LLC | 11,415 | $484.9K | 0.01% | +3,715+48.2% | Added |
| DRW Securities, LLC | 11,235 | $477.3K | 0.03% | +11,235 | New |
| Bleakley Financial Group, LLC | 11,111 | $472.0K | 0.01% | +289+2.7% | Added |
| NewEdge Wealth, LLC | 11,088 | $471.0K | 0.01% | +28+0.3% | Added |
| XTX Topco Ltd | 11,054 | $469.6K | 0.01% | +11,054 | New |
| AE Wealth Management LLC | 10,972 | $466.0K | 0.00% | −351,332−97.0% | Reduced |
| Argent Trust Co | 10,653 | $452.5K | 0.02% | −36,747−77.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,385 | $441.2K | 0.09% | +10,385 | New |
| Inceptionr LLC | 10,056 | $427.2K | 0.10% | +2,593+34.7% | Added |
| Neuberger Berman Group LLC | 9,548 | $405.6K | 0.00% | −201−2.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $392.3K | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,942 | $379.9K | 0.00% | −678−7.0% | Reduced |
| Weiss Asset Management LP | 8,693 | $369.3K | 0.01% | +8,693 | New |
| TD Private Client Wealth LLC | 8,644 | $367.2K | 0.01% | +211+2.5% | Added |
| Sequoia Financial Advisors, LLC | 8,625 | $366.4K | 0.00% | −1,274−12.9% | Reduced |
| Xponance, Inc. | 8,511 | $361.5K | 0.00% | +2,057+31.9% | Added |
| Northwestern Mutual Wealth Management Co | 8,285 | $351.9K | 0.00% | −540−6.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,207 | $348.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,125 | $345.2K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,121 | $345.0K | 0.00% | −221−2.6% | Reduced |
| O'Rourke & Company, Inc | 7,954 | $337.9K | 0.13% | +280+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,895 | $335.0K | 0.00% | +1,399+21.5% | Added |
| Entropy Technologies, LP | 7,851 | $333.5K | 0.02% | −8,302−51.4% | Reduced |
| Baird Financial Group, Inc. | 7,778 | $330.4K | 0.00% | −958−11.0% | Reduced |