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, Q2 2026
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 345
- +11 vs. Q1 2026
- Shares held
- 101.5M
- +11.1M (+12.2%) vs. Q1 2026
- Total value
- $4.26B
- +$415.0M (+10.8%) vs. Q1 2026
- New holders
- 67
- 117 more added
- Sold out
- 56
- 105 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $42 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $42 | 0.00% | +1 | New |
| Tounjian Advisory Partners, LLC | 1 | $44 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $83 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $84 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $126 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $210 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $252 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $252 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $336 | 0.00% | −4−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $336 | 0.00% | +1+14.3% | Added |
| Ankerstar Wealth, LLC | 9 | $377 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $378 | 0.00% | +5+125.0% | Added |
| Silver Grove Financial Group, Inc. | 10 | $419 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 11 | $461 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $462 | 0.00% | −1−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 12 | $503 | 0.00% | +12 | New |
| Gilpin Wealth Management, LLC | 14 | $588 | 0.00% | +14 | New |
| Millstone Evans Group, LLC | 15 | $629 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $671 | 0.00% | −1−5.9% | Reduced |
| NBC Securities, Inc. | 20 | $838 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 21 | $881 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 22 | $923 | 0.00% | +22 | New |
| Creative Capital Management Investments LLC | 24 | $1.01K | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 31 | $1.30K | 0.00% | +8+34.8% | Added |
| Nisa Investment Advisors, LLC | 32 | $1.34K | 0.00% | +14+77.8% | Added |
| Noble Wealth Management PBC | 33 | $1.38K | 0.00% | +33 | New |
| Principia Wealth Advisory, LLC | 36 | $1.51K | 0.00% | +3+9.1% | Added |
| Clearstead Advisors, LLC | 38 | $1.59K | 0.00% | +38 | New |
| Farmers & Merchants Investments Inc | 45 | $1.89K | 0.00% | +45 | New |
| Ameritas Advisory Services, LLC | 45 | $1.89K | 0.00% | +45 | New |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $2.18K | 0.00% | +52 | New |
| LifeSteps Financial, Inc. | 55 | $2.31K | 0.00% | +55 | New |
| Key Capital Management, INC | 57 | $2.39K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $2.52K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 66 | $2.77K | 0.00% | +52+371.4% | Added |
| American Capital Advisory, LLC | 67 | $2.81K | 0.00% | +57+570.0% | Added |
| Action Point Financial Planning, LLC | 73 | $3.06K | 0.00% | +73 | New |
| Larson Financial Group LLC | 75 | $3.15K | 0.00% | −77−50.7% | Reduced |
| City State Bank | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $3.40K | 0.00% | +20+32.8% | Added |
| Atlantic Trust, LLC | 86 | $3.61K | 0.00% | +5+6.2% | Added |
| Kilter Group LLC | 87 | $3.65K | 0.00% | +28+47.5% | Added |
| CVA Family Office, LLC | 91 | $3.82K | 0.00% | +30+49.2% | Added |
| Advocate Investing Services LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 107 | $4.49K | 0.00% | +106+10,600.0% | Added |
| Group One Trading, L.P. | 114 | $4.78K | 0.00% | +114 | New |
| SJS Investment Consulting Inc. | 116 | $4.87K | 0.00% | +85+274.2% | Added |
| RMG Wealth Management LLC | 115 | $5.01K | 0.00% | +115 | New |
| Huntington National Bank | 135 | $5.66K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $6.29K | 0.00% | +2+1.4% | Added |
| Boreal Capital Management LLC | 154 | $6.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 179 | $7.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 205 | $8.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 206 | $8.64K | 0.00% | +15+7.9% | Added |
| Covestor Ltd | 257 | $11.0K | 0.01% | −166−39.2% | Reduced |
| Massmutual Trust Co FSB | 266 | $11.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $12.2K | 0.00% | −114−28.1% | Reduced |
| Boyd Watterson Asset Management LLC | 317 | $13.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 324 | $13.6K | 0.01% | +38+13.3% | Added |
| Continuum Advisory, LLC | 325 | $13.6K | 0.00% | +325 | New |
| Spire Wealth Management | 383 | $16.1K | 0.00% | −1,026−72.8% | Reduced |
| Central Trust Co | 400 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $16.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 408 | $17.0K | 0.00% | +402+6,700.0% | Added |
| Tower Research Capital LLC (TRC) | 408 | $17.1K | 0.00% | −252−38.2% | Reduced |
| HHM Wealth Advisors, LLC | 410 | $17.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $18.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $18.4K | 0.00% | −60−12.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $19.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 497 | $20.8K | 0.00% | +454+1,055.8% | Added |
| TD Capital Management LLC | 526 | $22.0K | 0.00% | +6+1.2% | Added |
| Versant Capital Management, Inc | 539 | $22.6K | 0.00% | +527+4,391.7% | Added |
| IFP Advisors, Inc | 605 | $25.4K | 0.00% | −392−39.3% | Reduced |
| Wellington-Altus USA Inc. | 617 | $26.2K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 645 | $27.1K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 650 | $27.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 675 | $28.3K | 0.02% | −95−12.3% | Reduced |
| Farther Finance Advisors, LLC | 711 | $29.8K | 0.00% | −199−21.9% | Reduced |
| Broadwater Capital Management LLC | 775 | $32.5K | 0.02% | −465−37.5% | Reduced |
| Triumph Capital Management | 800 | $33.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 822 | $34.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 846 | $35.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 920 | $38.6K | 0.00% | +32+3.6% | Added |
| Compass Financial Management LLC | 980 | $41.1K | 0.01% | +980 | New |
| Salomon & Ludwin, LLC | 995 | $41.1K | 0.00% | +852+595.8% | Added |
| Roxbury Financial LLC | 984 | $41.3K | 0.03% | −50−4.8% | Reduced |
| Allworth Financial LP | 994 | $41.7K | 0.00% | +53+5.6% | Added |
| US Bancorp | 1,121 | $47.0K | 0.00% | −240−17.6% | Reduced |
| V-Square Quantitative Management LLC | 1,282 | $53.8K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,282 | $53.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,364 | $57.2K | 0.00% | +73+5.7% | Added |