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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,481 | $62.1K | 0.00% | −5−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,702 | $71.4K | 0.00% | −415−19.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,756 | $73.6K | 0.01% | +1,735+8,261.9% | Added |
| Bokf, NA | 1,885 | $79.1K | 0.00% | −242,244−99.2% | Reduced |
| STRS Ohio | 1,967 | $82.5K | 0.00% | −53,233−96.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,733 | $85.0K | 0.01% | −1,055−37.8% | Reduced |
| Nykredit A/S | 2,074 | $87.0K | 0.00% | +2,074 | New |
| Axiom Investment Management LLC | 2,100 | $88.1K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,329 | $97.7K | 0.00% | −29,603−92.7% | Reduced |
| Sterling Capital Management LLC | 2,438 | $102.3K | 0.00% | −178−6.8% | Reduced |
| State of Wyoming | 2,439 | $102.3K | 0.01% | +1,574+182.0% | Added |
| Assetmark, Inc | 2,499 | $104.8K | 0.00% | −1,785−41.7% | Reduced |
| Parallel Advisors, LLC | 2,691 | $112.9K | 0.00% | +374+16.1% | Added |
| Bayforest Capital Ltd | 2,704 | $113.4K | 0.10% | −759−21.9% | Reduced |
| Institute for Wealth Management, LLC. | 2,808 | $117.8K | 0.01% | +2,808 | New |
| KBC Group NV | 2,989 | $125.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $125.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,364 | $141.1K | 0.00% | +3,364 | New |
| Ensign Peak Advisors, Inc | 4,700 | $197.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,817 | $202.0K | 0.00% | +119+2.5% | Added |
| Utah Retirement Systems | 4,911 | $206.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,069 | $212.6K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,181 | $217.4K | 0.00% | −13,739−72.6% | Reduced |
| Twinbeech Capital LP | 5,315 | $222.9K | 0.04% | +5,315 | New |
| Ieq Capital, LLC | 5,349 | $224.3K | 0.00% | −11,322−67.9% | Reduced |
| Prosperity Consulting Group, LLC | 5,409 | $226.9K | 0.01% | −92−1.7% | Reduced |
| Private Advisor Group, LLC | 5,517 | $231.4K | 0.00% | −485−8.1% | Reduced |
| Tradition Wealth Management, LLC | 5,650 | $237.0K | 0.01% | −875−13.4% | Reduced |
| SRS Capital Advisors, Inc. | 5,876 | $246.4K | 0.00% | +5,316+949.3% | Added |
| The PNC Financial Services Group, Inc. | 5,951 | $249.6K | 0.00% | +2,759+86.4% | Added |
| Sequoia Financial Advisors, LLC | 6,109 | $256.2K | 0.00% | −2,516−29.2% | Reduced |
| Virginia Retirement Systems Et Al | 6,200 | $260.0K | 0.00% | +6,200 | New |
| Hennion & Walsh Asset Management, Inc. | 6,257 | $262.4K | 0.01% | −6,314−50.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,278 | $263.3K | 0.00% | +416+7.1% | Added |
| Quantbot Technologies LP | 6,284 | $263.6K | 0.01% | +6,284 | New |
| Rothschild Investment LLC | 6,693 | $280.7K | 0.01% | +146+2.2% | Added |
| Walleye Trading LLC | 7,021 | $294.5K | 0.00% | +4,864+225.5% | Added |
| CIBC Asset Management Inc | 7,157 | $300.2K | 0.00% | +7,157 | New |
| New York State Teachers Retirement System | 7,171 | $301.0K | 0.00% | +7,171 | New |
| Hilltop National Bank | 7,422 | $311.3K | 0.07% | −19−0.3% | Reduced |
| Oxford Asset Management LLP | 7,472 | $313.4K | 0.15% | +7,472 | New |
| Public Employees Retirement Association of Colorado | 7,484 | $314.0K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,721 | $323.8K | 0.03% | +7,721 | New |
| Pinnacle Associates Ltd | 7,801 | $327.2K | 0.00% | +7,801 | New |
| Northwestern Mutual Wealth Management Co | 7,908 | $331.7K | 0.00% | −377−4.6% | Reduced |
| O'Rourke & Company, Inc | 7,961 | $333.9K | 0.12% | +7+0.1% | Added |
| AE Wealth Management LLC | 8,025 | $336.6K | 0.00% | −2,947−26.9% | Reduced |
| Rockefeller Capital Management L.P. | 8,070 | $338.5K | 0.00% | +2,082+34.8% | Added |
| Mercer Global Advisors Inc | 8,095 | $339.5K | 0.00% | +3,139+63.3% | Added |
| North Star Investment Management Corp. | 8,125 | $340.8K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 8,161 | $342.3K | 0.00% | −350−4.1% | Reduced |
| TD Private Client Wealth LLC | 8,424 | $353.3K | 0.01% | −220−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,764 | $368.0K | 0.00% | +869+11.0% | Added |
| Algert Global LLC | 8,850 | $371.2K | 0.00% | −172,940−95.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,034 | $378.9K | 0.04% | −200−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,209 | $381.3K | 0.00% | −2,741−22.9% | Reduced |
| Bank of Montreal | 9,110 | $382.1K | 0.00% | +9,110 | New |
| Allstate Corp | 9,191 | $385.5K | 0.00% | +9,191 | New |
| Davenport & Co LLC | 9,671 | $405.6K | 0.00% | +1,550+19.1% | Added |
| Pathstone Holdings, LLC | 9,739 | $408.5K | 0.00% | +797+8.9% | Added |
| Baird Financial Group, Inc. | 9,994 | $419.1K | 0.00% | +2,216+28.5% | Added |
| Advisor Group Holdings, Inc. | 10,055 | $421.9K | 0.00% | −2,495−19.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,417 | $436.9K | 0.08% | +32+0.3% | Added |
| 1492 Capital Management LLC | 10,639 | $446.2K | 0.13% | +4,150+64.0% | Added |
| Argent Trust Co | 10,653 | $446.8K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,967 | $460.0K | 0.00% | +3,290+42.9% | Added |
| NewEdge Wealth, LLC | 11,055 | $463.6K | 0.00% | −33−0.3% | Reduced |
| VARCOV Co. | 11,130 | $466.8K | 0.18% | +11,130 | New |
| Bleakley Financial Group, LLC | 11,257 | $472.1K | 0.01% | +146+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,841 | $496.6K | 0.00% | +3,634+44.3% | Added |
| Jefferies Financial Group Inc. | 11,931 | $500.4K | 0.00% | −607−4.8% | Reduced |
| Claro Advisors LLC | 11,951 | $501.2K | 0.05% | +76+0.6% | Added |
| Mangrove Partners | 12,088 | $507.0K | 0.03% | +12,088 | New |
| Lawood & Co | 12,420 | $520.9K | 0.35% | −300−2.4% | Reduced |
| Keybank National Association | 12,589 | $528.0K | 0.00% | −653−4.9% | Reduced |
| TD Waterhouse Canada Inc. | 12,809 | $529.2K | 0.00% | −289−2.2% | Reduced |
| Neuberger Berman Group LLC | 12,737 | $534.2K | 0.00% | +3,189+33.4% | Added |
| D. E. Shaw & Co., Inc. | 13,701 | $574.6K | 0.00% | −16,933−55.3% | Reduced |
| Mutual of America Capital Management LLC | 13,715 | $575.2K | 0.01% | +13,715 | New |
| Hunter Perkins Capital Management, LLC | 14,021 | $588.0K | 0.13% | −11,240−44.5% | Reduced |
| Mackenzie Financial Corp | 14,161 | $593.6K | 0.00% | +2,054+17.0% | Added |
| Amundi | 14,908 | $625.2K | 0.00% | −140,316−90.4% | Reduced |
| Capital Fund Management S.A. | 15,227 | $638.6K | 0.00% | −126,830−89.3% | Reduced |
| Pictet Asset Management Holding SA | 15,758 | $660.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,825 | $663.7K | 0.00% | −22,910−59.1% | Reduced |
| Future Fund LLC | 17,121 | $718.1K | 0.21% | +218+1.3% | Added |
| Frank, Rimerman Advisors LLC | 17,139 | $718.8K | 0.04% | +999+6.2% | Added |
| Gilman Hill Asset Management, LLC | 17,225 | $722.4K | 0.10% | +500+3.0% | Added |
| EFG International AG | 17,622 | $738.8K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 17,634 | $739.6K | 0.11% | +17,634 | New |
| CI Private Wealth, LLC | 18,171 | $762.1K | 0.00% | +4,834+36.2% | Added |
| Cetera Investment Advisers | 18,494 | $775.6K | 0.00% | −2,640−12.5% | Reduced |
| Handelsbanken Fonder AB | 18,500 | $776.0K | 0.00% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $780.4K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 20,900 | $876.5K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,919 | $877.3K | 0.02% | +20,919 | New |
| Autumn Glory Partners, LLC | 21,084 | $884.3K | 0.25% | 00.0% | Unchanged |
| Inceptionr LLC | 21,325 | $894.4K | 0.22% | +11,269+112.1% | Added |
| Mork Capital Management, LLC | 22,250 | $933.2K | 0.60% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,361 | $937.8K | 0.00% | +4,614+26.0% | Added |