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 |
|---|---|---|---|---|---|
| Action Point Financial Planning, LLC | 73 | $3.06K | 0.00% | +73 | New |
| American Capital Advisory, LLC | 67 | $2.81K | 0.00% | +57+570.0% | Added |
| Fortitude Family Office, LLC | 66 | $2.77K | 0.00% | +52+371.4% | Added |
| Optiver Holding B.V. | 60 | $2.52K | 0.00% | +60 | New |
| Key Capital Management, INC | 57 | $2.39K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 55 | $2.31K | 0.00% | +55 | New |
| Quarry LP | 52 | $2.18K | 0.00% | +52 | New |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.89K | 0.00% | +45 | New |
| Ameritas Advisory Services, LLC | 45 | $1.89K | 0.00% | +45 | New |
| Clearstead Advisors, LLC | 38 | $1.59K | 0.00% | +38 | New |
| Principia Wealth Advisory, LLC | 36 | $1.51K | 0.00% | +3+9.1% | Added |
| Noble Wealth Management PBC | 33 | $1.38K | 0.00% | +33 | New |
| Nisa Investment Advisors, LLC | 32 | $1.34K | 0.00% | +14+77.8% | Added |
| SHP Wealth Management | 31 | $1.30K | 0.00% | +8+34.8% | Added |
| Westside Investment Management, Inc. | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $1.01K | 0.00% | +24 | New |
| Planning Strategies Inc. | 22 | $923 | 0.00% | +22 | New |
| Cromwell Holdings LLC | 21 | $881 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $838 | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 16 | $671 | 0.00% | −1−5.9% | Reduced |
| Millstone Evans Group, LLC | 15 | $629 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 14 | $588 | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 12 | $503 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 11 | $462 | 0.00% | −1−8.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 11 | $461 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 10 | $419 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $378 | 0.00% | +5+125.0% | Added |
| Ankerstar Wealth, LLC | 9 | $377 | 0.00% | +9 | 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 |
| Quaker Wealth Management, LLC | 6 | $252 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $252 | 0.00% | +6 | New |
| LRI Investments, LLC | 5 | $210 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $126 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $84 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $83 | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 1 | $44 | 0.00% | +1 | 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 |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −951,858−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −562,537−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −345,251−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −286,595−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −264,864−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −256,750−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −181,477−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −138,381−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −133,357−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −90,645−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −57,194−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −56,821−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −55,093−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,674−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −47,473−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −43,507−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −40,565−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −37,638−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −24,404−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −21,287−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −22,278−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,331−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −8,693−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −7,643−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,910−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,731−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −6,424−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −6,285−100.0% | Sold out |
| Z3 Capital Partners, LLC | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −4,921−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |