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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 22,895 | $960.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 24,094 | $1.01M | 0.00% | +1,799+8.1% | Added |
| Oppenheimer & Co Inc | 24,482 | $1.03M | 0.01% | +443+1.8% | Added |
| Fifth Third Bancorp | 24,935 | $1.05M | 0.00% | +20,949+525.6% | Added |
| Truist Financial Corp | 25,274 | $1.06M | 0.00% | −1,220−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 25,400 | $1.07M | 0.01% | +25,400 | New |
| Oliver Luxxe Assets LLC | 25,638 | $1.08M | 0.16% | −21,927−46.1% | Reduced |
| Arizona State Retirement System | 25,912 | $1.09M | 0.01% | −163−0.6% | Reduced |
| Brinker Capital Investments, LLC | 26,001 | $1.09M | 0.01% | −280−1.1% | Reduced |
| Deutsche Bank AG | 26,056 | $1.09M | 0.00% | +1,922+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,485 | $1.11M | 0.01% | +26,485 | New |
| Great Lakes Retirement, Inc. | 27,676 | $1.16M | 0.10% | +1,820+7.0% | Added |
| Commonwealth Equity Services, LLC | 27,722 | $1.16M | 0.00% | −949−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,000 | $1.17M | 0.01% | +28,000 | New |
| Public Employees Retirement System of Ohio | 28,108 | $1.18M | 0.00% | −175−0.6% | Reduced |
| Boston Partners | 29,790 | $1.25M | 0.00% | −22,530−43.1% | Reduced |
| Callodine Capital Management, LP | 30,000 | $1.26M | 0.08% | −278,420−90.3% | Reduced |
| Manning & Napier Advisors LLC | 30,000 | $1.26M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,001 | $1.26M | 0.01% | +30,001 | New |
| Jones Financial Companies LLLP | 31,726 | $1.27M | 0.00% | +483+1.5% | Added |
| Amalgamated Bank | 31,603 | $1.32M | 0.01% | +25,893+453.5% | Added |
| State of Tennessee, Treasury Department | 32,125 | $1.35M | 0.00% | +32,125 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,242 | $1.39M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 34,326 | $1.44M | 0.00% | −9,693−22.0% | Reduced |
| Natixis Advisors, L.P. | 34,695 | $1.46M | 0.00% | +8,204+31.0% | Added |
| Barclays PLC | 36,951 | $1.55M | 0.00% | −64,920−63.7% | Reduced |
| Raymond James Financial Inc | 37,954 | $1.59M | 0.00% | +1,407+3.8% | Added |
| Aureus Asset Management, LLC | 38,419 | $1.61M | 0.10% | +7,597+24.6% | Added |
| Jump Financial, LLC | 38,773 | $1.63M | 0.01% | +27,358+239.7% | Added |
| Robertson Stephens Wealth Management, LLC | 38,846 | $1.63M | 0.04% | +321+0.8% | Added |
| Alliancebernstein L.P. | 38,648 | $1.64M | 0.00% | +12,471+47.6% | Added |
| Entropy Technologies, LP | 39,657 | $1.66M | 0.07% | +31,806+405.1% | Added |
| Treasurer of the State of North Carolina | 39,732 | $1.67M | 0.00% | +350+0.9% | Added |
| ExodusPoint Capital Management, LP | 41,170 | $1.73M | 0.02% | −222,789−84.4% | Reduced |
| M&T Bank Corp | 41,592 | $1.74M | 0.01% | −776−1.8% | Reduced |
| LPL Financial LLC | 41,652 | $1.75M | 0.00% | −2,888−6.5% | Reduced |
| Moran Wealth Management, LLC | 42,602 | $1.79M | 0.05% | −3,664−7.9% | Reduced |
| Vanguard Global Advisers, LLC | 42,842 | $1.80M | 0.00% | −3,028−6.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 43,025 | $1.80M | 0.01% | +2,586+6.4% | Added |
| Bryn Mawr Trust Co | 46,085 | $1.93M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,167 | $1.98M | 0.00% | +1,044+2.3% | Added |
| Creative Planning | 47,949 | $2.01M | 0.00% | +4,487+10.3% | Added |
| Vident Advisory, LLC | 48,270 | $2.02M | 0.02% | +48,270 | New |
| Paulson Wealth Management Inc. | 48,762 | $2.05M | 0.43% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 48,900 | $2.05M | 0.03% | +48,900 | New |
| Edgestream Partners, L.P. | 50,153 | $2.10M | 0.06% | −29,703−37.2% | Reduced |
| Lido Advisors, LLC | 52,264 | $2.19M | 0.01% | +52,264 | New |
| Callahan Advisors, LLC | 52,442 | $2.20M | 0.17% | −2,334−4.3% | Reduced |
| New York State Common Retirement Fund | 53,910 | $2.26M | 0.00% | −170,520−76.0% | Reduced |
| Illinois Municipal Retirement Fund | 60,903 | $2.55M | 0.03% | −10,495−14.7% | Reduced |
| Icon Advisers Inc | 61,898 | $2.60M | 0.49% | 00.0% | Unchanged |
| National Bank of Canada | 63,090 | $2.64M | 0.00% | +16,015+34.0% | Added |
| Wells Fargo & Company | 68,587 | $2.88M | 0.00% | −583−0.8% | Reduced |
| Van Berkom & Associates Inc. | 78,395 | $3.29M | 0.11% | +13,564+20.9% | Added |
| Alps Advisors Inc | 82,903 | $3.48M | 0.02% | +2,459+3.1% | Added |
| Brevan Howard Capital Management LP | 82,940 | $3.48M | 0.05% | +77,905+1,547.3% | Added |
| Susquehanna International Group, LLP | 83,248 | $3.49M | 0.00% | −400,571−82.8% | Reduced |
| CX Institutional | 83,677 | $3.51M | 0.10% | +8,225+10.9% | Added |
| Vanguard Asset Management, Ltd | 86,502 | $3.63M | 0.00% | −737−0.8% | Reduced |
| Thrivent Financial for Lutherans | 87,275 | $3.66M | 0.01% | +73,341+526.3% | Added |
| Janney Montgomery Scott LLC | 87,603 | $3.67M | 0.01% | +16,950+24.0% | Added |
| Envestnet Asset Management Inc | 89,100 | $3.74M | 0.00% | +16,314+22.4% | Added |
| Engineers Gate Manager LP | 95,509 | $4.01M | 0.05% | +40,846+74.7% | Added |
| State of Wisconsin Investment Board | 95,846 | $4.02M | 0.01% | −5,705−5.6% | Reduced |
| Stifel Financial Corp | 97,743 | $4.10M | 0.00% | −42,570−30.3% | Reduced |
| Colony Group, LLC | 98,021 | $4.11M | 0.00% | −2,705−2.7% | Reduced |
| Prudential Financial Inc | 100,538 | $4.22M | 0.00% | +100,538 | New |
| Amica Mutual Insurance Co | 103,039 | $4.32M | 0.36% | −89,516−46.5% | Reduced |
| Credit Agricole S A | 103,038 | $4.32M | 0.01% | +25,521+32.9% | Added |
| SEI Investments Co | 106,590 | $4.47M | 0.00% | −85,804−44.6% | Reduced |
| California State Teachers Retirement System | 108,613 | $4.56M | 0.00% | −3,596−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 109,925 | $4.61M | 0.01% | +3,676+3.5% | Added |
| Cambiar Investors LLC | 111,179 | $4.66M | 0.20% | −9,685−8.0% | Reduced |
| Capricorn Fund Managers Ltd | 121,900 | $5.11M | 0.41% | +121,900 | New |
| Prana Capital Management, LP | 130,189 | $5.46M | 0.17% | −1,841−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 135,505 | $5.68M | 0.03% | +135,505 | New |
| Levin Capital Strategies, L.P. | 138,527 | $5.81M | 0.39% | +138,527 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 150,500 | $6.31M | 0.01% | +150,500 | New |
| TD Asset Management Inc | 152,698 | $6.40M | 0.01% | −14,588−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 152,836 | $6.41M | 0.12% | +152,836 | New |
| California Public Employees Retirement System | 162,981 | $6.84M | 0.00% | −40,487−19.9% | Reduced |
| Los Angeles Capital Management LLC | 163,758 | $6.87M | 0.03% | −511,522−75.7% | Reduced |
| Russell Investments Group, Ltd. | 166,472 | $6.98M | 0.01% | −34,519−17.2% | Reduced |
| Nuveen, LLC | 169,584 | $7.11M | 0.00% | −1,659−1.0% | Reduced |
| American Century Companies Inc | 185,136 | $7.76M | 0.00% | +76,077+69.8% | Added |
| Citigroup Inc | 187,153 | $7.85M | 0.00% | −136,818−42.2% | Reduced |
| Swiss National Bank | 188,400 | $7.90M | 0.00% | +700+0.4% | Added |
| Purpose Unlimited Inc. | 191,474 | $8.06M | 0.31% | +7,719+4.2% | Added |
| Buck Wealth Strategies, LLC | 201,288 | $8.44M | 0.88% | +12,185+6.4% | Added |
| Rhumbline Advisers | 201,561 | $8.45M | 0.01% | +116,931+138.2% | Added |
| Crestwood Advisors Group LLC | 202,261 | $8.48M | 0.13% | +3,106+1.6% | Added |
| Swedbank AB | 207,000 | $8.68M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 244,003 | $10.2M | 0.00% | +161,326+195.1% | Added |
| MUFG Securities EMEA plc | 254,300 | $10.7M | 0.11% | +254,300 | New |
| Algebris (UK) Ltd | 261,796 | $10.9M | 0.72% | −165,281−38.7% | Reduced |
| UBS Asset Management Americas Inc | 267,844 | $11.2M | 0.00% | −1230.0% | Reduced |
| Ranger Investment Management, L.P. | 270,470 | $11.3M | 0.72% | −307,192−53.2% | Reduced |
| State of Alaska, Department of Revenue | 290,090 | $12.2M | 0.12% | +8,722+3.1% | Added |
| Walleye Capital LLC | 290,752 | $12.2M | 0.06% | +286,865+7,380.1% | Added |
| First Trust Advisors LP | 296,546 | $12.4M | 0.01% | +73,799+33.1% | Added |