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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 7,677 | $326.2K | 0.00% | +7,677 | New |
| Freestone Grove Partners LP | 7,643 | $324.7K | 0.00% | +7,643 | New |
| Public Employees Retirement Association of Colorado | 7,484 | $318.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 7,441 | $316.1K | 0.08% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 7,391 | $314.0K | 0.03% | +994+15.5% | Added |
| Evergreen Capital Management LLC | 6,910 | $293.5K | 0.01% | −999−12.6% | Reduced |
| Lecap Asset Management Ltd | 6,731 | $285.9K | 0.11% | −7,832−53.8% | Reduced |
| Rothschild Investment LLC | 6,547 | $278.1K | 0.01% | +1,009+18.2% | Added |
| Tradition Wealth Management, LLC | 6,525 | $277.2K | 0.02% | −1,170−15.2% | Reduced |
| 1492 Capital Management LLC | 6,489 | $275.7K | 0.10% | +1,626+33.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,424 | $272.9K | 0.00% | −2,162−25.2% | Reduced |
| Abel Hall, LLC | 6,285 | $267.0K | 0.06% | +6,285 | New |
| Private Advisor Group, LLC | 6,002 | $255.0K | 0.00% | −2,512−29.5% | Reduced |
| Rockefeller Capital Management L.P. | 5,988 | $254.4K | 0.00% | −874−12.7% | Reduced |
| Swiss Life Asset Management Ltd | 5,862 | $249.0K | 0.00% | +1,446+32.7% | Added |
| Z3 Capital Partners, LLC | 5,855 | $248.7K | 0.06% | −50−0.8% | Reduced |
| Everhart Financial Group, Inc. | 5,767 | $245.0K | 0.02% | −149−2.5% | Reduced |
| Amalgamated Bank | 5,710 | $243.0K | 0.00% | −1,273−18.2% | Reduced |
| DnB Asset Management AS | 5,543 | $235.5K | 0.00% | +5,543 | New |
| Prosperity Consulting Group, LLC | 5,501 | $233.7K | 0.01% | −535−8.9% | Reduced |
| Bridgewater Associates, LP | 5,393 | $229.1K | 0.00% | −6,914−56.2% | Reduced |
| EntryPoint Capital, LLC | 5,069 | $215.3K | 0.06% | −4,596−47.6% | Reduced |
| Brevan Howard Capital Management LP | 5,035 | $213.9K | 0.00% | +511+11.3% | Added |
| K.J. Harrison & Partners Inc | 5,000 | $212.4K | 0.03% | +5,000 | New |
| Mercer Global Advisors Inc | 4,956 | $210.5K | 0.00% | +4,956 | New |
| SG Americas Securities, LLC | 4,932 | $210.0K | 0.00% | −32,420−86.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,921 | $209.1K | 0.03% | +318+6.9% | Added |
| Utah Retirement Systems | 4,911 | $208.6K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 4,790 | $203.5K | 0.00% | −8,631−64.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,700 | $199.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,698 | $199.6K | 0.00% | +23+0.5% | Added |
| Assetmark, Inc | 4,284 | $182.0K | 0.00% | −8−0.2% | Reduced |
| Fifth Third Bancorp | 3,986 | $169.3K | 0.00% | +3,986 | New |
| Walleye Capital LLC | 3,887 | $165.1K | 0.00% | −253,424−98.5% | Reduced |
| Simplex Trading, LLC | 3,532 | $150.0K | 0.00% | +225+6.8% | Added |
| Bayforest Capital Ltd | 3,463 | $147.1K | 0.16% | −2,615−43.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,192 | $135.6K | 0.00% | −258−7.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,788 | $130.1K | 0.01% | −1,841−39.8% | Reduced |
| Delta Asset Management LLC | 3,000 | $127.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,989 | $127.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,616 | $111.1K | 0.00% | −1,899−42.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,430 | $105.2K | 0.03% | +2,430 | New |
| Parallel Advisors, LLC | 2,317 | $98.4K | 0.00% | +477+25.9% | Added |
| Walleye Trading LLC | 2,157 | $91.6K | 0.00% | +2,157 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,117 | $89.9K | 0.00% | +553+35.4% | Added |
| Axiom Investment Management LLC | 2,100 | $89.2K | 0.07% | +2,100 | New |
| Steward Partners Investment Advisory, LLC | 1,486 | $63.1K | 0.00% | +151+11.3% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $60.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,240 | $60.2K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,409 | $59.9K | 0.00% | +12+0.9% | Added |
| US Bancorp | 1,361 | $57.8K | 0.00% | +55+4.2% | Added |
| GAMMA Investing LLC | 1,291 | $54.8K | 0.00% | +155+13.6% | Added |
| Westfuller Advisors, LLC | 1,282 | $54.5K | 0.02% | −268−17.3% | Reduced |
| V-Square Quantitative Management LLC | 1,282 | $54.5K | 0.01% | −268−17.3% | Reduced |
| Roxbury Financial LLC | 1,034 | $43.9K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 997 | $42.4K | 0.00% | +17+1.7% | Added |
| Allworth Financial LP | 941 | $40.0K | 0.00% | +422+81.3% | Added |
| Farther Finance Advisors, LLC | 910 | $38.2K | 0.00% | −250−21.6% | Reduced |
| Signaturefd, LLC | 888 | $37.7K | 0.00% | +276+45.1% | Added |
| State of Wyoming | 865 | $36.7K | 0.00% | −2,808−76.4% | Reduced |
| Geneos Wealth Management Inc. | 846 | $35.9K | 0.00% | −51−5.7% | Reduced |
| HM Payson & Co | 822 | $34.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 770 | $32.7K | 0.02% | −45−5.5% | Reduced |
| Costello Asset Management, INC | 700 | $29.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 660 | $28.0K | 0.00% | −337−33.8% | Reduced |
| Southern Michigan Bank & Trust | 650 | $27.6K | 0.01% | +650 | New |
| Quest 10 Wealth Builders, Inc. | 645 | $27.4K | 0.02% | −6−0.9% | Reduced |
| Quadrant Capital Group LLC | 619 | $26.3K | 0.00% | +213+52.5% | Added |
| Wellington-Altus USA Inc. | 617 | $25.9K | 0.02% | −95−13.3% | Reduced |
| SRS Capital Advisors, Inc. | 560 | $23.8K | 0.00% | −160−22.2% | Reduced |
| TD Capital Management LLC | 520 | $22.1K | 0.00% | +5+1.0% | Added |
| MAI Capital Management | 475 | $20.2K | 0.00% | +45+10.5% | Added |
| Whittier Trust Co | 484 | $20.1K | 0.00% | +60+14.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $19.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $18.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 423 | $18.0K | 0.01% | −222−34.4% | Reduced |
| HHM Wealth Advisors, LLC | 410 | $17.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 406 | $17.2K | 0.00% | +175+75.8% | Added |
| Central Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $13.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 286 | $12.1K | 0.00% | +193+207.5% | Added |
| Massmutual Trust Co FSB | 266 | $11.3K | 0.00% | +244+1,109.1% | Added |
| Root Financial Partners, LLC | 241 | $10.2K | 0.00% | +11+4.8% | Added |
| Sound Income Strategies, LLC | 208 | $8.73K | 0.00% | −382−64.7% | Reduced |
| FIL Ltd | 205 | $8.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $8.50K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 195 | $8.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 191 | $8.11K | 0.00% | −8−4.0% | Reduced |
| Harbour Investments, Inc. | 179 | $7.58K | 0.00% | +12+7.2% | Added |
| Advisory Services Network, LLC | 171 | $7.26K | 0.00% | +171 | New |
| Boreal Capital Management LLC | 154 | $6.54K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 152 | $6.46K | 0.00% | +125+463.0% | Added |
| GWM Advisors LLC | 148 | $6.30K | 0.00% | −4,311−96.7% | Reduced |
| Salomon & Ludwin, LLC | 143 | $5.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 135 | $5.74K | 0.00% | +74+121.3% | Added |
| Advocate Investing Services LLC | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 81 | $3.44K | 0.00% | −14−14.7% | Reduced |
| City State Bank | 75 | $3.19K | 0.00% | 00.0% | Unchanged |