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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 7,908 | $331.7K | 0.00% | −377−4.6% | Reduced |
| Pinnacle Associates Ltd | 7,801 | $327.2K | 0.00% | +7,801 | New |
| Frec Markets, Inc. | 7,721 | $323.8K | 0.03% | +7,721 | New |
| Public Employees Retirement Association of Colorado | 7,484 | $314.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 7,472 | $313.4K | 0.15% | +7,472 | New |
| Hilltop National Bank | 7,422 | $311.3K | 0.07% | −19−0.3% | Reduced |
| New York State Teachers Retirement System | 7,171 | $301.0K | 0.00% | +7,171 | New |
| CIBC Asset Management Inc | 7,157 | $300.2K | 0.00% | +7,157 | New |
| Walleye Trading LLC | 7,021 | $294.5K | 0.00% | +4,864+225.5% | Added |
| Rothschild Investment LLC | 6,693 | $280.7K | 0.01% | +146+2.2% | Added |
| Quantbot Technologies LP | 6,284 | $263.6K | 0.01% | +6,284 | New |
| Swiss Life Asset Management Ltd | 6,278 | $263.3K | 0.00% | +416+7.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,257 | $262.4K | 0.01% | −6,314−50.2% | Reduced |
| Virginia Retirement Systems Et Al | 6,200 | $260.0K | 0.00% | +6,200 | New |
| Sequoia Financial Advisors, LLC | 6,109 | $256.2K | 0.00% | −2,516−29.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,951 | $249.6K | 0.00% | +2,759+86.4% | Added |
| SRS Capital Advisors, Inc. | 5,876 | $246.4K | 0.00% | +5,316+949.3% | Added |
| Tradition Wealth Management, LLC | 5,650 | $237.0K | 0.01% | −875−13.4% | Reduced |
| Private Advisor Group, LLC | 5,517 | $231.4K | 0.00% | −485−8.1% | Reduced |
| Prosperity Consulting Group, LLC | 5,409 | $226.9K | 0.01% | −92−1.7% | Reduced |
| Ieq Capital, LLC | 5,349 | $224.3K | 0.00% | −11,322−67.9% | Reduced |
| Twinbeech Capital LP | 5,315 | $222.9K | 0.04% | +5,315 | New |
| HSBC Holdings PLC | 5,181 | $217.4K | 0.00% | −13,739−72.6% | Reduced |
| EntryPoint Capital, LLC | 5,069 | $212.6K | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,911 | $206.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,817 | $202.0K | 0.00% | +119+2.5% | Added |
| Ensign Peak Advisors, Inc | 4,700 | $197.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,364 | $141.1K | 0.00% | +3,364 | New |
| Delta Asset Management LLC | 3,000 | $125.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,989 | $125.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,808 | $117.8K | 0.01% | +2,808 | New |
| Bayforest Capital Ltd | 2,704 | $113.4K | 0.10% | −759−21.9% | Reduced |
| Parallel Advisors, LLC | 2,691 | $112.9K | 0.00% | +374+16.1% | Added |
| Assetmark, Inc | 2,499 | $104.8K | 0.00% | −1,785−41.7% | Reduced |
| State of Wyoming | 2,439 | $102.3K | 0.01% | +1,574+182.0% | Added |
| Sterling Capital Management LLC | 2,438 | $102.3K | 0.00% | −178−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,329 | $97.7K | 0.00% | −29,603−92.7% | Reduced |
| Axiom Investment Management LLC | 2,100 | $88.1K | 0.06% | 00.0% | Unchanged |
| Nykredit A/S | 2,074 | $87.0K | 0.00% | +2,074 | New |
| Strategic Wealth Partners, Ltd. | 1,733 | $85.0K | 0.01% | −1,055−37.8% | Reduced |
| STRS Ohio | 1,967 | $82.5K | 0.00% | −53,233−96.4% | Reduced |
| Bokf, NA | 1,885 | $79.1K | 0.00% | −242,244−99.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,756 | $73.6K | 0.01% | +1,735+8,261.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,702 | $71.4K | 0.00% | −415−19.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,481 | $62.1K | 0.00% | −5−0.3% | Reduced |
| GAMMA Investing LLC | 1,364 | $57.2K | 0.00% | +73+5.7% | Added |
| Westfuller Advisors, LLC | 1,282 | $53.8K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,282 | $53.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,121 | $47.0K | 0.00% | −240−17.6% | Reduced |
| Allworth Financial LP | 994 | $41.7K | 0.00% | +53+5.6% | Added |
| Roxbury Financial LLC | 984 | $41.3K | 0.03% | −50−4.8% | Reduced |
| Salomon & Ludwin, LLC | 995 | $41.1K | 0.00% | +852+595.8% | Added |
| Compass Financial Management LLC | 980 | $41.1K | 0.01% | +980 | New |
| Signaturefd, LLC | 920 | $38.6K | 0.00% | +32+3.6% | Added |
| Geneos Wealth Management Inc. | 846 | $35.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 822 | $34.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 800 | $33.6K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 775 | $32.5K | 0.02% | −465−37.5% | Reduced |
| Farther Finance Advisors, LLC | 711 | $29.8K | 0.00% | −199−21.9% | Reduced |
| Richardson Financial Services Inc. | 675 | $28.3K | 0.02% | −95−12.3% | Reduced |
| Southern Michigan Bank & Trust | 650 | $27.3K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 645 | $27.1K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 617 | $26.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 605 | $25.4K | 0.00% | −392−39.3% | Reduced |
| Versant Capital Management, Inc | 539 | $22.6K | 0.00% | +527+4,391.7% | Added |
| TD Capital Management LLC | 526 | $22.0K | 0.00% | +6+1.2% | Added |
| Umb Bank N A | 497 | $20.8K | 0.00% | +454+1,055.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $19.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $18.4K | 0.00% | −60−12.4% | Reduced |
| MCF Advisors LLC | 430 | $18.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 408 | $17.1K | 0.00% | −252−38.2% | Reduced |
| Hantz Financial Services, Inc. | 408 | $17.0K | 0.00% | +402+6,700.0% | Added |
| Central Trust Co | 400 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $16.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 383 | $16.1K | 0.00% | −1,026−72.8% | Reduced |
| Continuum Advisory, LLC | 325 | $13.6K | 0.00% | +325 | New |
| Essential Partners LLC | 324 | $13.6K | 0.01% | +38+13.3% | Added |
| Boyd Watterson Asset Management LLC | 317 | $13.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $12.2K | 0.00% | −114−28.1% | Reduced |
| Massmutual Trust Co FSB | 266 | $11.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $11.0K | 0.01% | −166−39.2% | Reduced |
| JFS Wealth Advisors, LLC | 206 | $8.64K | 0.00% | +15+7.9% | Added |
| FIL Ltd | 205 | $8.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 179 | $7.51K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 154 | $6.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $6.29K | 0.00% | +2+1.4% | Added |
| Huntington National Bank | 135 | $5.66K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 115 | $5.01K | 0.00% | +115 | New |
| SJS Investment Consulting Inc. | 116 | $4.87K | 0.00% | +85+274.2% | Added |
| Group One Trading, L.P. | 114 | $4.78K | 0.00% | +114 | New |
| Keating Financial Advisory Services, Inc. | 107 | $4.49K | 0.00% | +106+10,600.0% | Added |
| Advocate Investing Services LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $3.82K | 0.00% | +30+49.2% | Added |
| Kilter Group LLC | 87 | $3.65K | 0.00% | +28+47.5% | Added |
| Atlantic Trust, LLC | 86 | $3.61K | 0.00% | +5+6.2% | Added |
| Parkside Financial Bank & Trust | 81 | $3.40K | 0.00% | +20+32.8% | Added |
| Larson Financial Group LLC | 75 | $3.15K | 0.00% | −77−50.7% | Reduced |
| City State Bank | 75 | $3.15K | 0.00% | 00.0% | Unchanged |