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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 48,900 | $2.05M | 0.03% | +48,900 | New |
| Paulson Wealth Management Inc. | 48,762 | $2.05M | 0.43% | 00.0% | Unchanged |
| Vident Advisory, LLC | 48,270 | $2.02M | 0.02% | +48,270 | New |
| Creative Planning | 47,949 | $2.01M | 0.00% | +4,487+10.3% | Added |
| Franklin Resources Inc | 47,167 | $1.98M | 0.00% | +1,044+2.3% | Added |
| Bryn Mawr Trust Co | 46,085 | $1.93M | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 43,025 | $1.80M | 0.01% | +2,586+6.4% | Added |
| Vanguard Global Advisers, LLC | 42,842 | $1.80M | 0.00% | −3,028−6.6% | Reduced |
| Moran Wealth Management, LLC | 42,602 | $1.79M | 0.05% | −3,664−7.9% | Reduced |
| LPL Financial LLC | 41,652 | $1.75M | 0.00% | −2,888−6.5% | Reduced |
| M&T Bank Corp | 41,592 | $1.74M | 0.01% | −776−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 41,170 | $1.73M | 0.02% | −222,789−84.4% | Reduced |
| Treasurer of the State of North Carolina | 39,732 | $1.67M | 0.00% | +350+0.9% | Added |
| Entropy Technologies, LP | 39,657 | $1.66M | 0.07% | +31,806+405.1% | Added |
| Alliancebernstein L.P. | 38,648 | $1.64M | 0.00% | +12,471+47.6% | Added |
| Robertson Stephens Wealth Management, LLC | 38,846 | $1.63M | 0.04% | +321+0.8% | Added |
| Jump Financial, LLC | 38,773 | $1.63M | 0.01% | +27,358+239.7% | Added |
| Aureus Asset Management, LLC | 38,419 | $1.61M | 0.10% | +7,597+24.6% | Added |
| Raymond James Financial Inc | 37,954 | $1.59M | 0.00% | +1,407+3.8% | Added |
| Barclays PLC | 36,951 | $1.55M | 0.00% | −64,920−63.7% | Reduced |
| Natixis Advisors, L.P. | 34,695 | $1.46M | 0.00% | +8,204+31.0% | Added |
| State of New Jersey Common Pension Fund D | 34,326 | $1.44M | 0.00% | −9,693−22.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,242 | $1.39M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 32,125 | $1.35M | 0.00% | +32,125 | New |
| Amalgamated Bank | 31,603 | $1.32M | 0.01% | +25,893+453.5% | Added |
| Jones Financial Companies LLLP | 31,726 | $1.27M | 0.00% | +483+1.5% | Added |
| Yousif Capital Management, LLC | 30,001 | $1.26M | 0.01% | +30,001 | New |
| 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 |
| Boston Partners | 29,790 | $1.25M | 0.00% | −22,530−43.1% | Reduced |
| Public Employees Retirement System of Ohio | 28,108 | $1.18M | 0.00% | −175−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,000 | $1.17M | 0.01% | +28,000 | New |
| Commonwealth Equity Services, LLC | 27,722 | $1.16M | 0.00% | −949−3.3% | Reduced |
| Great Lakes Retirement, Inc. | 27,676 | $1.16M | 0.10% | +1,820+7.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,485 | $1.11M | 0.01% | +26,485 | New |
| Deutsche Bank AG | 26,056 | $1.09M | 0.00% | +1,922+8.0% | Added |
| Brinker Capital Investments, LLC | 26,001 | $1.09M | 0.01% | −280−1.1% | Reduced |
| Arizona State Retirement System | 25,912 | $1.09M | 0.01% | −163−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 25,638 | $1.08M | 0.16% | −21,927−46.1% | Reduced |
| Oregon Public Employees Retirement Fund | 25,400 | $1.07M | 0.01% | +25,400 | New |
| Truist Financial Corp | 25,274 | $1.06M | 0.00% | −1,220−4.6% | Reduced |
| Fifth Third Bancorp | 24,935 | $1.05M | 0.00% | +20,949+525.6% | Added |
| Oppenheimer & Co Inc | 24,482 | $1.03M | 0.01% | +443+1.8% | Added |
| Captrust Financial Advisors | 24,094 | $1.01M | 0.00% | +1,799+8.1% | Added |
| Vanguard Investments Australia, Ltd. | 22,895 | $960.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,361 | $937.8K | 0.00% | +4,614+26.0% | Added |
| Mork Capital Management, LLC | 22,250 | $933.2K | 0.60% | 00.0% | Unchanged |
| Inceptionr LLC | 21,325 | $894.4K | 0.22% | +11,269+112.1% | Added |
| Autumn Glory Partners, LLC | 21,084 | $884.3K | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,919 | $877.3K | 0.02% | +20,919 | New |
| KLP Kapitalforvaltning AS | 20,900 | $876.5K | 0.00% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $780.4K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,500 | $776.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,494 | $775.6K | 0.00% | −2,640−12.5% | Reduced |
| CI Private Wealth, LLC | 18,171 | $762.1K | 0.00% | +4,834+36.2% | Added |
| Polymer Capital Management (US) LLC | 17,634 | $739.6K | 0.11% | +17,634 | New |
| EFG International AG | 17,622 | $738.8K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 17,225 | $722.4K | 0.10% | +500+3.0% | Added |
| Frank, Rimerman Advisors LLC | 17,139 | $718.8K | 0.04% | +999+6.2% | Added |
| Future Fund LLC | 17,121 | $718.1K | 0.21% | +218+1.3% | Added |
| Teacher Retirement System of Texas | 15,825 | $663.7K | 0.00% | −22,910−59.1% | Reduced |
| Pictet Asset Management Holding SA | 15,758 | $660.9K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,227 | $638.6K | 0.00% | −126,830−89.3% | Reduced |
| Amundi | 14,908 | $625.2K | 0.00% | −140,316−90.4% | Reduced |
| Mackenzie Financial Corp | 14,161 | $593.6K | 0.00% | +2,054+17.0% | Added |
| Hunter Perkins Capital Management, LLC | 14,021 | $588.0K | 0.13% | −11,240−44.5% | Reduced |
| Mutual of America Capital Management LLC | 13,715 | $575.2K | 0.01% | +13,715 | New |
| D. E. Shaw & Co., Inc. | 13,701 | $574.6K | 0.00% | −16,933−55.3% | Reduced |
| Neuberger Berman Group LLC | 12,737 | $534.2K | 0.00% | +3,189+33.4% | Added |
| TD Waterhouse Canada Inc. | 12,809 | $529.2K | 0.00% | −289−2.2% | Reduced |
| Keybank National Association | 12,589 | $528.0K | 0.00% | −653−4.9% | Reduced |
| Lawood & Co | 12,420 | $520.9K | 0.35% | −300−2.4% | Reduced |
| Mangrove Partners | 12,088 | $507.0K | 0.03% | +12,088 | New |
| Claro Advisors LLC | 11,951 | $501.2K | 0.05% | +76+0.6% | Added |
| Jefferies Financial Group Inc. | 11,931 | $500.4K | 0.00% | −607−4.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,841 | $496.6K | 0.00% | +3,634+44.3% | Added |
| Bleakley Financial Group, LLC | 11,257 | $472.1K | 0.01% | +146+1.3% | Added |
| VARCOV Co. | 11,130 | $466.8K | 0.18% | +11,130 | New |
| NewEdge Wealth, LLC | 11,055 | $463.6K | 0.00% | −33−0.3% | Reduced |
| Cerity Partners LLC | 10,967 | $460.0K | 0.00% | +3,290+42.9% | Added |
| Argent Trust Co | 10,653 | $446.8K | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 10,639 | $446.2K | 0.13% | +4,150+64.0% | Added |
| Shulman DeMeo Asset Management LLC | 10,417 | $436.9K | 0.08% | +32+0.3% | Added |
| Advisor Group Holdings, Inc. | 10,055 | $421.9K | 0.00% | −2,495−19.9% | Reduced |
| Baird Financial Group, Inc. | 9,994 | $419.1K | 0.00% | +2,216+28.5% | Added |
| Pathstone Holdings, LLC | 9,739 | $408.5K | 0.00% | +797+8.9% | Added |
| Davenport & Co LLC | 9,671 | $405.6K | 0.00% | +1,550+19.1% | Added |
| Allstate Corp | 9,191 | $385.5K | 0.00% | +9,191 | New |
| Bank of Montreal | 9,110 | $382.1K | 0.00% | +9,110 | New |
| Wealth Enhancement Advisory Services, LLC | 9,209 | $381.3K | 0.00% | −2,741−22.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,034 | $378.9K | 0.04% | −200−2.2% | Reduced |
| Algert Global LLC | 8,850 | $371.2K | 0.00% | −172,940−95.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,764 | $368.0K | 0.00% | +869+11.0% | Added |
| TD Private Client Wealth LLC | 8,424 | $353.3K | 0.01% | −220−2.5% | Reduced |
| Xponance, Inc. | 8,161 | $342.3K | 0.00% | −350−4.1% | Reduced |
| North Star Investment Management Corp. | 8,125 | $340.8K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,095 | $339.5K | 0.00% | +3,139+63.3% | Added |
| Rockefeller Capital Management L.P. | 8,070 | $338.5K | 0.00% | +2,082+34.8% | Added |
| AE Wealth Management LLC | 8,025 | $336.6K | 0.00% | −2,947−26.9% | Reduced |
| O'Rourke & Company, Inc | 7,961 | $333.9K | 0.12% | +7+0.1% | Added |