LazardLAZ

13F holders, Q2 2024 (June 30)
255holders +34
59new positions
27sold out
7famous investors
$38.19avg. 13F price*

At the end of Q2 2024, 255 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 34 from Q1 2024. 59 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($408.6M), FMR LLC ($373.4M) and BlackRock Inc. ($300.1M). 7 famous investors held it, including John W. Rogers Jr. (2.5% of Ariel Investments's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Lazard Inc.
CUSIP
52110M109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 221Q1 2024Q2 2024: 255Q2 2024Q3 2024: 271Q3 2024Q4 2024: 291Q4 2024Q1 2025: 286Q1 2025Q2 2025: 299Q2 2025Q3 2025: 338Q3 2025Q4 2025: 334Q4 2025Q1 2026: 335Q1 2026Q2 2026: 344Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions59$202.9M
Exits27$35.8M

All 13F filers, Q1 2024 → Q2 2024: 11,860,042 shares bought and 5,401,654 shares sold, net +6,458,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

Vanguard Group Inc. 0.01% Add +0.2% 10,702,915 $408.6M
FMR LLC 0.02% Add +2.5% 9,780,225 $373.4M
BlackRock Inc. 0.01% Add +11.1% 7,861,163 $300.1M
Ariel Investments 2.50% Reduce -4.4% 6,041,656 $230.7M
Morgan Stanley 0.01% Reduce -17.0% 3,041,139 $116.1M
Capital Research Global Investors 0.02% New 2,300,395 $87.8M
Principal Financial Group Inc. 0.05% Add +4.1% 2,043,754 $78.0M
Epoch Investment Partners, Inc. 0.35% Reduce -4.6% 1,987,318 $75.9M
State Street Corp. 0.00% Add +6.6% 1,892,698 $72.3M
Geode Capital Management, LLC 0.01% Add +4.0% 1,798,402 $68.7M
Janus Henderson Group PLC 0.04% Add +12.9% 1,769,770 $67.6M
Fisher Asset Management 0.03% Add +5.2% 1,734,556 $66.2M
Two Sigma Advisers, LP 0.11% Add +55.0% 1,327,600 $50.7M
Voya Investment Management LLC 0.06% Add +10016.0% 1,326,006 $50.6M
Norges Bank 0.01% Reduce -30.8% 1,290,508 $49.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.5% 1,076,766 $41.1M
Royce & Associates LP 0.37% Add +6.0% 1,026,619 $39.2M
Two Sigma Investments, LP 0.09% Add +57.6% 977,690 $37.3M
Royal Bank of Canada 0.01% Add +105.0% 853,735 $32.6M
Northern Trust Corp. 0.01% Add +44.3% 803,946 $30.7M
No Street GP LP 2.42% New 750,000 $28.6M
Walleye Capital LLC 0.31% New 708,419 $27.0M
Federated Hermes, Inc. 0.06% Add +7.3% 651,521 $24.9M
Third Avenue Management LLC 3.61% Add +0.1% 550,809 $21.0M
Ameriprise Financial Inc. 0.01% Add +16.1% 503,582 $19.2M
Qube Research & Technologies Ltd 0.03% Add +54.2% 491,609 $18.8M
Dimensional Fund Advisors LP 0.00% Add +19.3% 481,406 $18.4M
JPMorgan Chase & Co. 0.00% Add +4.8% 477,465 $18.2M
Troluce Capital Advisors LLC 3.42% Reduce -21.6% 426,600 $16.3M
Basswood Capital Management, L.L.C. 1.00% Reduce -15.3% 402,953 $15.4M
Bank of America Corp. 0.00% Reduce -14.5% 393,385 $15.0M
Penn Capital Management Company, LLC 1.43% Add +28.6% 389,905 $14.9M
Mesirow Institutional Investment Management, Inc. 1.27% Add +0.9% 379,987 $14.5M
Crawford Investment Counsel Inc. 0.26% Add +6.1% 351,591 $13.4M
Citigroup Inc. 0.01% Add +8.7% 344,715 $13.2M
BNP Paribas Financial Markets 0.01% Add +27.8% 334,885 $12.8M
New York State Common Retirement Fund 0.02% Add +23.3% 313,508 $12.0M
Citadel Advisors 0.01% Add +572.5% 307,548 $11.7M
Barclays PLC 0.01% Reduce -41.7% 285,734 $10.9M
Envestnet Asset Management Inc. 0.00% Reduce -6.2% 283,891 $10.8M
Bank of New York Mellon Corp 0.00% Add +12.6% 278,877 $10.6M
Nuveen Asset Management, LLC 0.00% Reduce -42.0% 277,323 $10.6M
SPX Gestao de Recursos Ltda 1.34% Add +127.0% 231,452 $8.8M
Invesco Ltd. 0.00% Reduce -58.7% 228,142 $8.7M
O'Keefe Stevens Advisory, Inc. 2.67% Add +2.4% 209,350 $8.0M
Chilton Investment Co. Inc. 0.22% Add +4.6% 206,798 $7.9M
Strategic Wealth Partners, Ltd. 0.78% Add +7.7% 195,854 $7.5M
California Public Employees Retirement System 0.01% Add +3.3% 193,122 $7.4M
TD Asset Management Inc 0.01% New 186,008 $7.1M
Crestwood Advisors Group, LLC 0.14% Add +2.1% 182,572 $7.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +206.8% 179,531 $6.9M
Prana Capital Management, LP 0.31% Reduce -10.4% 172,600 $6.6M
Swiss National Bank 0.00% New 172,000 $6.6M
Macquarie Group Ltd. 0.01% Add +49.3% 165,839 $6.3M
Jane Street Group, LLC 0.01% Add +10.2% 165,371 $6.3M
Swedbank AB 0.01% No change 160,800 $6.1M
Tudor Investment Corporation 0.06% Add +49.5% 150,365 $5.7M
Amica Mutual Insurance Co. 0.57% New 149,305 $5.7M
UBS Group AG 0.00% Reduce -25.9% 149,253 $5.7M
State of Alaska, Department of Revenue 0.06% No change 149,165 $5.7M
Trexquant Investment LP 0.08% Add +82.1% 140,647 $5.4M
Goldman Sachs Group Inc. 0.00% New 140,485 $5.4M
Rhumbline Advisers 0.00% Add +17.1% 129,615 $4.9M
First Trust Advisors LP 0.01% Add +22.4% 129,103 $4.9M
Alyeska Investment Group, L.P. 0.03% Reduce -91.9% 123,897 $4.7M
State Board of Administration of Florida Retirement System 0.01% New 116,610 $4.5M
Stifel Financial Corp. 0.00% Add +122.0% 110,315 $4.2M
Cibc World Market Inc. 0.01% Reduce -4.8% 106,242 $4.1M
HSBC Holdings PLC 0.00% Add +36.2% 102,696 $3.9M
California State Teachers Retirement System 0.00% Add +626.0% 87,993 $3.4M
Legal & General Group Plc 0.00% Add +965.5% 87,681 $3.3M
Deutsche Bank AG 0.00% Add +2.0% 87,356 $3.3M
Jump Financial, LLC 0.06% Add +666.7% 81,675 $3.1M
Rheos Capital Works Inc. 0.16% New 80,000 $3.1M
Soros Fund Management 0.09% No change 77,700 $3.0M
Federation des caisses Desjardins du Quebec 0.02% Add +51.5% 77,407 $3.0M
Quantbot Technologies LP 0.14% Add +66.7% 76,818 $2.9M
T. Rowe Price Associates Inc. 0.00% Reduce -19.6% 76,329 $2.9M
M&T Bank Corp 0.01% Reduce -4.0% 74,729 $2.9M
Sei Investments Co. 0.00% Add +12.7% 72,003 $2.7M
State of Wisconsin Investment Board 0.01% New 69,268 $2.6M
TD Private Client Wealth LLC 0.08% Add +2.1% 68,570 $2.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.6% 62,840 $2.4M
Wells Fargo & Company 0.00% Reduce -30.6% 60,143 $2.3M
ClearAlpha Technologies LP 0.86% Add +116.6% 56,711 $2.2M
Millennium Management 0.00% Reduce -78.7% 55,971 $2.1M
STRS Ohio 0.01% No change 53,000 $2.0M
Paulson Wealth Management Inc. 0.54% No change 48,762 $1.9M
DRW Securities, LLC 0.11% Add +20.9% 48,653 $1.9M
Argent Trust Co 0.08% Add +8.0% 48,335 $1.8M
Treasurer of the State of North Carolina 0.01% Reduce -2.5% 47,629 $1.8M
AlphaQuest LLC 0.25% Add +320.4% 47,576 $1.8M
Point72 Europe (London) LLP 0.15% New 46,600 $1.8M
Janney Montgomery Scott LLC 0.01% Add +7.2% 46,046 $1.8M
State of New Jersey Common Pension Fund D 0.01% New 45,956 $1.8M
Corient Private Wealth LP 0.00% Add +99.1% 44,403 $1.7M
Callahan Advisors, LLC 0.17% Add +26.6% 43,195 $1.6M
Interval Partners, LP 0.05% New 42,587 $1.6M
Hotchkis & Wiley Capital Management LLC 0.01% No change 42,000 $1.6M
Public Employees Retirement System of Ohio 0.01% Reduce -0.4% 41,731 $1.6M
Redwood Investment Management, LLC 0.14% Add +1.9% 36,588 $1.6M
SpiderRock Advisors, LLC 0.04% Add +245.6% 41,041 $1.6M
Alliancebernstein L.P. 0.00% Reduce -19.1% 40,329 $1.5M
HighTower Advisors, LLC 0.00% Add +0.7% 39,697 $1.5M
Hunter Perkins Capital Management, LLC 0.30% Add +26.0% 36,985 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 36,634 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 36,050 $1.4M
First National Trust Co 0.06% No change 35,206 $1.3M
Focus Partners Wealth 0.00% New 34,633 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -42.7% 31,410 $1.2M
Natixis Advisors, LLC 0.00% Reduce -2.3% 30,289 $1.2M
LPL Financial LLC 0.00% Add +4.3% 29,265 $1.1M
Raymond James & Associates 0.00% Add +38.8% 28,752 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 28,534 $1.1M
SG Americas Securities, LLC 0.01% Add +161.1% 27,765 $1.1M
Cubist Systematic Strategies, LLC 0.02% New 27,450 $1.0M
O'Brien Greene & Co. Inc 0.32% Add +17.8% 26,500 $1.0M
Orion Porfolio Solutions, LLC 0.01% New 26,155 $999K
Orion Portfolio Solutions, LLC 0.01% New 26,155 $999K
Oppenheimer & Co. Inc. 0.02% Add +4.3% 25,095 $958K
Jackson Hole Capital Partners, LLC 0.21% Reduce -3.7% 24,629 $940K
Arizona State Retirement System 0.01% New 24,475 $934K
North Star Investment Management Corp. 0.07% Reduce -6.0% 23,490 $897K
Franklin Resources Inc. 0.00% Add +28.0% 23,368 $892K
Southeastern Asset Management Inc. 0.04% Add +22.9% 22,863 $873K
Dark Forest Capital Management LP 0.15% New 21,119 $806K
Autumn Glory Partners, LLC 0.41% No change 21,071 $804K
Oliver Luxxe Assets LLC 0.17% New 20,956 $800K
Inceptionr LLC 0.22% Add +72.0% 20,818 $795K
American Century Companies Inc. 0.00% Reduce -41.7% 20,280 $774K
Handelsbanken Fonder AB 0.00% No change 19,600 $748K
Atom Investors LP 0.07% New 19,562 $747K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.1% 19,261 $735K
Lecap Asset Management Ltd. 0.16% Add +8.1% 19,018 $726K
Central Asset Investments & Management Holdings (HK) Ltd 0.49% Add +3.3% 18,392 $702K
Victory Capital Management Inc. 0.00% Add +22.0% 18,133 $692K
Great Lakes Retirement, Inc. 0.09% Add +12.5% 18,022 $688K
Sweet Financial Partners, LLC 0.15% No change 17,500 $668K
D. E. Shaw & Co. 0.00% New 17,249 $659K
Petrus Trust Company, LTA 0.06% New 17,136 $654K
Bleakley Financial Group, LLC 0.02% Reduce -8.1% 15,805 $603K
Simplicity Wealth,LLC 0.01% Reduce -7.8% 15,805 $603K
Illinois Municipal Retirement Fund 0.01% No change 14,145 $540K
Xponance LLC 0.01% New 13,924 $532K
Commerce Bank 0.00% Add +0.5% 13,255 $506K
Russell Investments Group, Ltd. 0.00% Add +40.1% 13,046 $498K
Mackenzie Financial Corp. 0.00% Reduce -66.4% 13,031 $498K
Numerai GP LLC 0.18% Reduce -25.2% 12,973 $495K
Avantax Advisory Services, Inc. 0.00% New 12,863 $491K
Neuberger Berman Group LLC 0.00% New 12,800 $489K
NewEdge Advisors, LLC 0.00% Add +5.5% 12,791 $488K
LWM Advisory Services, LLC 0.41% New 2,316 $488K
Bayesian Capital Management, LP 0.06% New 12,714 $485K
Tidal Investments LLC 0.01% New 12,505 $477K
Quantum Portfolio Management LLC 0.27% New 12,310 $470K
Claro Advisors Inc. 0.07% No change 11,875 $453K
Osaic Holdings, Inc. 0.00% Add +1.5% 11,833 $452K
Teza Capital Management LLC 0.06% New 11,818 $451K
Cetera Investment Advisers 0.00% Reduce -2.1% 11,268 $430K
Pictet Asset Management Holding SA 0.00% New 11,191 $427K
Comerica Bank 0.00% Add +4.6% 11,141 $425K
Edmond DE Rothschild Holding S.A. 0.01% No change 11,053 $422K
NewEdge Wealth, LLC 0.01% No change 11,052 $422K
Truist Financial Corp. 0.00% Reduce -76.1% 10,929 $417K
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.3% 10,464 $400K
New York State Teachers Retirement System 0.00% New 10,148 $387K
Choreo, LLC 0.01% New 9,605 $372K
Peapack Gladstone Financial Corp. 0.01% No change 9,701 $370K
Gilman Hill Asset Management, LLC 0.07% Reduce -1.3% 9,550 $365K
Squarepoint Ops LLC 0.00% New 9,438 $360K
Cannon Global Investment Management, LLC 1.60% New 9,000 $344K
Algert Global LLC 0.01% New 8,799 $336K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% No change 8,794 $336K
Maryland State Retirement & Pension System 0.01% No change 8,648 $330K
Campbell & CO Investment Adviser LLC 0.03% New 8,612 $329K
Baird Financial Group, Inc. 0.00% New 8,600 $328K
Pathstone Holdings, LLC 0.00% New 8,446 $322K
Aigen Investment Management, LP 0.06% New 8,282 $316K
Alaska Permanent Fund Corp 0.00% New 6,342 $312K
PEAK6 Investments LLC 0.01% Reduce -81.7% 7,942 $303K
O'ROURKE & COMPANY, Inc 0.17% Reduce -4.4% 7,811 $298K
Ascent Group, LLC 0.02% Add +22.7% 7,585 $290K
Amalgamated Bank 0.00% Reduce -65.1% 7,367 $281K
DAVENPORT & Co LLC 0.00% Add +15.0% 6,900 $263K
MetLife Investment Management, LLC 0.00% Add +215.1% 6,709 $256K
Rothschild Investment LLC 0.02% Reduce -5.6% 6,700 $256K
Prudential Financial Inc. 0.00% Reduce -72.1% 6,524 $249K
State of Wyoming 0.04% Reduce -27.9% 6,211 $237K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 6,022 $230K
1492 Capital Management LLC 0.13% New 6,012 $230K
Utah Retirement Systems 0.00% No change 6,000 $229K
Advisors Asset Management, Inc. 0.00% Reduce -20.6% 5,993 $229K
Prelude Capital Management, LLC 0.02% Reduce -12.9% 5,937 $227K
Icon Advisers Inc. 0.05% New 5,925 $226K
Hilltop National Bank 0.07% New 5,920 $226K
Neo Ivy Capital Management 0.04% — 5,912 $226K
Everhart Financial Group, Inc. 0.06% New 5,809 $222K
Beverly Hills Private Wealth, LLC 0.05% Reduce -5.8% 5,742 $219K
Los Angeles Capital Management LLC 0.00% New 5,521 $211K
Investors Research Corp 0.05% No change 5,450 $208K
Assetmark, Inc. 0.00% Add +10.7% 4,824 $184K
nVerses Capital, LLC 0.10% Add +22.2% 4,400 $168K
International Assets Investment Management, LLC 0.01% New 3,922 $150K
Broadwater Capital Management LLC 0.09% No change 3,100 $118K
National Bank of Canada 0.00% No change 3,017 $117K
Delta Asset Management LLC 0.01% No change 3,000 $115K
Concourse Financial Group Securities, Inc. 0.01% Add +29.4% 2,611 $100K
KBC Group NV 0.00% New 2,475 $94K
Redwood Wealth Management Group, LLC 0.07% New 2,269 $87K
PNC Financial Services Group, Inc. 0.00% Reduce -14.1% 2,235 $85K
Cwm, LLC 0.00% New 2,210 $84K
Corebridge Financial, Inc. 0.00% — 2,092 $80K
Covestor Ltd 0.05% Add +0.1% 1,898 $72K
Nomura Asset Management Co. Ltd. 0.00% No change 1,420 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 1,195 $46K
Larson Financial Group LLC 0.00% No change 1,000 $38K
IFP Advisors, Inc 0.00% New 892 $34K
Continuum Advisory, LLC 0.00% Add +58.9% 890 $34K
TD Waterhouse Canada Inc. 0.00% Add +29.4% 846 $33K
Richardson Financial Services Inc. 0.02% Add +1125.0% 735 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -77.2% 706 $27K
Allspring Global Investments Holdings, LLC 0.00% No change 597 $23K
MCF Advisors LLC 0.00% No change 468 $18K
Whittier Trust Co. 0.00% No change 424 $16K
HHM Wealth Advisors, LLC 0.00% No change 410 $16K
CENTRAL TRUST Co 0.00% Reduce -50.0% 400 $15K
Principal Securities, Inc. 0.00% Reduce -9.5% 383 $15K
Fifth Third Bancorp 0.00% No change 350 $13K
Boyd Watterson Asset Management LLC 0.00% No change 317 $12K
FinTrust Capital Advisors, LLC 0.00% No change 300 $11K
Global Retirement Partners, LLC 0.00% Add +1.4% 296 $11K
Harbour Investments, Inc. 0.00% Add +0.3% 287 $11K
US Bancorp \de 0.00% Reduce -29.7% 237 $9K
Allworth Financial LP 0.00% New 200 $9K
HM Payson & Co. 0.00% New 214 $8K
CI Investments Inc. 0.00% Reduce -6.5% 202 $8K
Clearstead Advisors, LLC 0.00% Add +1.2% 173 $7K
EverSource Wealth Advisors, LLC 0.00% Add +388.0% 122 $6K
Brown Brothers Harriman & Co. 0.00% New 150 $6K
Parallel Advisors, LLC 0.00% No change 135 $5K
Creative Financial Designs Inc. 0.00% No change 127 $5K
City State Bank 0.00% Reduce -54.5% 125 $5K
GAMMA Investing LLC 0.00% Add +86.6% 125 $5K
GPS Wealth Strategies Group, LLC 0.00% New 115 $4K
Smartleaf Asset Management LLC 0.00% Reduce -76.8% 69 $3K
First Horizon Advisors, Inc. 0.00% No change 63 $2K
Carolinas Wealth Consulting LLC 0.00% Add +42.1% 54 $2K
Innealta Capital, LLC 0.00% New 52 $2K
Quent Capital, LLC 0.00% Add +104.5% 45 $2K
Avior Wealth Management, LLC 0.00% No change 31 $1K
Farther Finance Advisors, LLC 0.00% No change 25 $969
CoreCap Advisors, LLC 0.00% No change 10 $382
Blue Trust, Inc. 0.00% New 7 $293
Huntington National Bank 0.00% No change 1 $38
Capital Advisors, Ltd. LLC 0.00% Reduce -27.3% 8 $0

"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.