LazardLAZ
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 271 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 16 from Q2 2024. 47 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($539.4M), FMR LLC ($482.0M) and BlackRock, Inc. ($393.0M). 7 famous investors held it, including John W. Rogers Jr. (3.2% of Ariel Investments's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Lazard Inc.
- CUSIP
- 52110M109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $95.3M |
| Exits | 35 | $66.9M |
All 13F filers, Q2 2024 → Q3 2024: 7,880,696 shares bought and 5,436,576 shares sold, net +2,444,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Vanguard Group Inc. | 0.01% | Add +0.0% | 10,706,953 | $539.4M |
| FMR LLC | 0.03% | Reduce -2.2% | 9,567,995 | $482.0M |
| BlackRock, Inc. | 0.01% | — | 7,801,281 | $393.0M |
| Ariel Investments | 3.16% | Add +1.8% | 6,150,868 | $309.9M |
| Capital Research Global Investors | 0.04% | Add +82.1% | 4,188,838 | $211.0M |
| Morgan Stanley | 0.01% | Reduce -12.0% | 2,676,775 | $134.9M |
| Principal Financial Group Inc. | 0.06% | Add +10.1% | 2,250,049 | $113.4M |
| State Street Corp. | 0.00% | Add +2.9% | 1,948,167 | $98.1M |
| Epoch Investment Partners, Inc. | 0.42% | Reduce -7.2% | 1,844,378 | $92.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 1,813,553 | $91.4M |
| Fisher Asset Management | 0.04% | Add +2.2% | 1,772,237 | $89.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -14.6% | 1,512,049 | $76.2M |
| Voya Investment Management LLC | 0.08% | Add +3.8% | 1,376,757 | $69.4M |
| Norges Bank | 0.01% | No change | 1,290,508 | $65.0M |
| Invesco Ltd. | 0.01% | Add +454.2% | 1,264,406 | $63.7M |
| Two Sigma Advisers, LP | 0.15% | Reduce -5.0% | 1,261,800 | $63.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 1,099,191 | $55.4M |
| Victory Capital Management Inc. | 0.05% | Add +5770.1% | 1,064,431 | $53.6M |
| Royal Bank of Canada | 0.01% | Add +7.6% | 918,652 | $46.3M |
| Royce & Associates LP | 0.42% | Reduce -10.7% | 916,519 | $46.2M |
| Two Sigma Investments, LP | 0.10% | Reduce -9.2% | 887,439 | $44.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +81.6% | 874,348 | $44.0M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 810,108 | $40.8M |
| Walleye Capital LLC | 0.42% | Add +0.5% | 711,697 | $35.9M |
| Federated Hermes, Inc. | 0.08% | Add +6.4% | 693,450 | $34.9M |
| Ameriprise Financial Inc. | 0.01% | Add +28.4% | 646,542 | $32.6M |
| No Street GP LP | 2.50% | Reduce -14.1% | 644,392 | $32.5M |
| Balyasny Asset Management L.P. | 0.08% | New | 633,890 | $31.9M |
| Basswood Capital Management, L.L.C. | 1.07% | Add +2.2% | 411,655 | $20.7M |
| Penn Capital Management Company, LLC | 1.73% | Reduce -5.2% | 369,602 | $18.7M |
| Third Avenue Management LLC | 2.99% | Reduce -34.2% | 362,515 | $18.3M |
| Crawford Investment Counsel Inc. | 0.31% | Add +1.2% | 355,740 | $17.9M |
| Citigroup Inc. | 0.02% | Reduce -0.9% | 341,700 | $17.2M |
| Bank of America Corp. | 0.00% | Reduce -17.0% | 326,586 | $16.5M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -34.4% | 322,431 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 297,071 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -8.6% | 286,626 | $14.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.9% | 272,030 | $13.7M |
| Azora Capital LP | 0.73% | New | 269,160 | $13.6M |
| Mesirow Institutional Investment Management, Inc. | 1.04% | Reduce -29.2% | 268,990 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 264,960 | $13.3M |
| TD Asset Management Inc | 0.01% | Add +23.3% | 229,280 | $11.6M |
| ExodusPoint Capital Management, LP | 0.11% | New | 220,953 | $11.1M |
| O'Keefe Stevens Advisory, Inc. | 3.18% | Reduce -0.3% | 208,660 | $10.5M |
| California Public Employees Retirement System | 0.01% | Add +5.2% | 203,181 | $10.2M |
| Barclays PLC | 0.00% | Reduce -31.9% | 194,608 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.4% | 189,245 | $9.5M |
| Crestwood Advisors Group, LLC | 0.18% | Add +0.9% | 184,227 | $9.3M |
| Swiss National Bank | 0.01% | Add +2.4% | 176,100 | $8.9M |
| Rheos Capital Works Inc. | 0.46% | Add +118.8% | 175,000 | $8.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.8% | 170,888 | $8.6M |
| First Trust Advisors LP | 0.01% | Add +30.8% | 168,911 | $8.5M |
| Point72 Asset Management | 0.03% | New | 167,331 | $8.4M |
| Interval Partners, LP | 0.24% | Add +288.4% | 165,404 | $8.3M |
| Strategic Wealth Partners, Ltd. | 0.80% | Reduce -16.1% | 164,271 | $8.3M |
| Squarepoint Ops LLC | 0.03% | Add +1626.9% | 162,989 | $8.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -1.9% | 162,726 | $8.2M |
| Swedbank AB | 0.01% | No change | 160,800 | $8.1M |
| State of Alaska, Department of Revenue | 0.08% | No change | 149,165 | $7.5M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 132,065 | $6.7M |
| Troluce Capital Advisors LLC | 1.16% | Reduce -69.9% | 128,456 | $6.5M |
| UBS Group AG | 0.00% | Reduce -18.2% | 122,121 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.7% | 117,047 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 116,610 | $5.9M |
| Cibc World Market Inc. | 0.01% | Add +7.3% | 113,974 | $5.7M |
| Castleark Management LLC | 0.23% | New | 111,830 | $5.6M |
| Point72 Europe (London) LLP | 0.43% | Add +117.8% | 101,503 | $5.1M |
| Millennium Management | 0.00% | Add +81.1% | 101,376 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -13.6% | 95,342 | $4.8M |
| Amica Mutual Insurance Co. | 0.44% | Reduce -39.6% | 90,232 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +1.7% | 89,145 | $4.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 87,835 | $4.4M |
| Sei Investments Co. | 0.01% | Add +13.7% | 81,839 | $4.1M |
| STRS Ohio | 0.02% | Add +48.9% | 78,912 | $4.0M |
| Soros Fund Management | 0.11% | No change | 77,700 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | New | 77,309 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -1.1% | 73,917 | $3.7M |
| Moody Aldrich Partners LLC | 0.67% | New | 73,365 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.6% | 72,060 | $3.6M |
| TD Private Client Wealth LLC | 0.10% | Add +1.7% | 69,760 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | No change | 69,268 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +11.3% | 66,907 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -36.5% | 55,450 | $2.8M |
| Lesa Sroufe & Co | 2.56% | New | 54,362 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -30.5% | 53,832 | $2.7M |
| Prana Capital Management, LP | 0.12% | Reduce -69.3% | 52,916 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.1% | 49,763 | $2.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -21.3% | 49,463 | $2.5M |
| Paulson Wealth Management Inc. | 0.66% | No change | 48,762 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 47,829 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.04% | New | 46,085 | $2.3M |
| Callahan Advisors, LLC | 0.22% | Add +6.1% | 45,814 | $2.3M |
| Argent Trust Co | 0.09% | Reduce -6.1% | 45,383 | $2.3M |
| Oliver Luxxe Assets LLC | 0.39% | Add +108.6% | 43,711 | $2.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | No change | 42,000 | $2.1M |
| Dark Forest Capital Management LP | 0.26% | Add +94.5% | 41,079 | $2.1M |
| SpiderRock Advisors, LLC | 0.04% | Reduce -0.7% | 40,762 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 40,425 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.0% | 39,991 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.7% | 39,751 | $2.0M |
| Icon Advisers Inc. | 0.42% | Add +544.7% | 38,200 | $1.9M |
| Redwood Investment Management, LLC | 0.17% | Add +4.3% | 38,160 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 37,476 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.3% | 37,404 | $1.9M |
| Hunter Perkins Capital Management, LLC | 0.37% | Reduce -2.8% | 35,940 | $1.8M |
| First National Trust Co | 0.07% | No change | 35,206 | $1.8M |
| Focus Partners Wealth | 0.01% | Add +0.5% | 34,799 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.35% | Add +34.3% | 33,072 | $1.7M |
| Danske Bank A/S | 0.01% | New | 32,501 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.9% | 29,417 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 28,704 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.6% | 28,142 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.6% | 28,142 | $1.4M |
| XTX Topco Ltd | 0.10% | New | 27,777 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -5.9% | 27,054 | $1.4M |
| O'Brien Greene & Co. Inc | 0.42% | No change | 26,500 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +32.6% | 26,000 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +6.1% | 25,973 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.4% | 25,944 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +47.1% | 25,380 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +104.9% | 24,251 | $1.2M |
| North Star Investment Management Corp. | 0.08% | No change | 23,490 | $1.2M |
| Prelude Capital Management, LLC | 0.09% | Add +290.6% | 23,190 | $1.2M |
| Southeastern Asset Management Inc. | 0.05% | No change | 22,863 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -22.3% | 21,585 | $1.1M |
| Teza Capital Management LLC | 0.12% | Add +78.3% | 21,072 | $1.1M |
| Autumn Glory Partners, LLC | 0.41% | No change | 21,071 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +83.3% | 20,037 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +52.5% | 19,891 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.1% | 19,633 | $989K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.9% | 19,427 | $979K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -32.9% | 19,158 | $965K |
| American Century Companies Inc. | 0.00% | Reduce -5.6% | 19,141 | $964K |
| Great Lakes Retirement, Inc. | 0.12% | Add +3.5% | 18,646 | $939K |
| Wolverine Trading, LLC | 0.02% | New | 17,668 | $891K |
| Sweet Financial Partners, LLC | 0.19% | No change | 17,500 | $882K |
| Nebula Research & Development LLC | 0.10% | New | 16,523 | $832K |
| Teacher Retirement System of Texas | 0.00% | New | 16,458 | $829K |
| Crestline Management, L.P. | 0.05% | New | 15,909 | $801K |
| Calton & Associates, Inc. | 0.28% | New | 8,704 | $736K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 14,145 | $713K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.0% | 14,025 | $707K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -13.4% | 13,688 | $690K |
| Lecap Asset Management Ltd. | 0.15% | Reduce -28.1% | 13,683 | $689K |
| Xponance LLC | 0.01% | Reduce -3.9% | 13,381 | $674K |
| Lazard Freres Gestion S.A.S. | 0.01% | New | 13,096 | $659K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 12,806 | $645K |
| Aigen Investment Management, LP | 0.12% | Add +50.5% | 12,460 | $628K |
| HSBC Holdings PLC | 0.00% | Reduce -88.0% | 12,296 | $625K |
| Mackenzie Financial Corp. | 0.00% | Reduce -5.7% | 12,284 | $619K |
| Verition Fund Management LLC | 0.00% | New | 12,012 | $605K |
| Claro Advisors Inc. | 0.08% | Add +0.2% | 11,898 | $599K |
| Jane Street Group, LLC | 0.00% | Reduce -92.8% | 11,841 | $597K |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 11,838 | $596K |
| Inceptionr LLC | 0.15% | Reduce -43.3% | 11,799 | $594K |
| Comerica Bank | 0.00% | Add +4.5% | 11,638 | $586K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.4% | 11,460 | $577K |
| NewEdge Wealth, LLC | 0.01% | No change | 11,052 | $557K |
| Numerai GP LLC | 0.15% | Reduce -15.0% | 11,028 | $556K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.2% | 10,592 | $534K |
| Commerce Bank | 0.00% | Reduce -20.8% | 10,493 | $529K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -5.6% | 10,436 | $526K |
| Amica Retiree Medical Trust | 0.43% | — | 10,351 | $521K |
| New York State Teachers Retirement System | 0.00% | No change | 10,148 | $511K |
| Bayesian Capital Management, LP | 0.06% | Reduce -20.4% | 10,114 | $510K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +25.1% | 9,768 | $492K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,701 | $489K |
| Glenmede Trust Co. NA | 0.00% | New | 9,675 | $487K |
| Ascent Group, LLC | 0.04% | Add +26.3% | 9,582 | $483K |
| Gilman Hill Asset Management, LLC | 0.08% | No change | 9,550 | $481K |
| Choreo, LLC | 0.01% | Add +0.1% | 9,619 | $473K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | No change | 8,794 | $443K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,600 | $433K |
| Cannon Global Investment Management, LLC | 1.02% | Reduce -5.6% | 8,500 | $428K |
| Creative Planning | 0.00% | New | 8,351 | $421K |
| DAVENPORT & Co LLC | 0.00% | Add +14.1% | 7,875 | $397K |
| Everhart Financial Group, Inc. | 0.09% | Add +33.4% | 7,749 | $390K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 7,253 | $365K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 6,622 | $334K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 6,579 | $331K |
| Rothschild Investment LLC | 0.02% | Reduce -3.0% | 6,500 | $327K |
| Alaska Permanent Fund Corp | 0.00% | No change | 6,342 | $320K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -27.7% | 6,252 | $315K |
| 1492 Capital Management LLC | 0.15% | No change | 6,012 | $303K |
| Utah Retirement Systems | 0.00% | No change | 6,000 | $302K |
| Park Avenue Securities LLC | 0.00% | New | 5,944 | $299K |
| Hilltop National Bank | 0.09% | No change | 5,920 | $298K |
| MML Investors Services, LLC | 0.00% | New | 5,867 | $296K |
| Keybank National Association | 0.00% | New | 5,606 | $282K |
| Pathstone Holdings, LLC | 0.00% | Reduce -34.3% | 5,553 | $280K |
| Assetmark, Inc. | 0.00% | Add +12.2% | 5,413 | $273K |
| Impact Partnership Wealth, LLC | 0.06% | New | 5,302 | $267K |
| US Bancorp \de | 0.00% | Add +2053.6% | 5,104 | $257K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -17.7% | 4,930 | $248K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -18.1% | 4,703 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,670 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,633 | $233K |
| King Wealth Management Group | 0.04% | New | 4,500 | $227K |
| My Legacy Advisors, LLC | 0.09% | New | 4,272 | $215K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +60.0% | 4,177 | $210K |
| AQR Capital Management | 0.00% | New | 3,991 | $201K |
| Broadwater Capital Management LLC | 0.12% | No change | 3,100 | $156K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +313.9% | 2,922 | $147K |
| Amundi | 0.00% | New | 2,921 | $141K |
| National Bank of Canada | 0.00% | Reduce -7.6% | 2,789 | $141K |
| KBC Group NV | 0.00% | No change | 2,475 | $125K |
| Cwm, LLC | 0.00% | Add +2.7% | 2,269 | $114K |
| State of Wyoming | 0.02% | Reduce -65.5% | 2,140 | $108K |
| Sterling Capital Management LLC | 0.00% | — | 2,129 | $107K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 2,019 | $102K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.1% | 1,986 | $100K |
| Jones Financial Companies LLLP | 0.00% | New | 1,795 | $91K |
| Covestor Ltd | 0.05% | Reduce -16.0% | 1,595 | $80K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,195 | $60K |
| Continuum Advisory, LLC | 0.01% | Add +7.9% | 960 | $54K |
| IFP Advisors, Inc | 0.00% | Add +16.3% | 1,037 | $52K |
| Abich Financial Wealth Management LLC | 0.11% | New | 999 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.2% | 924 | $45K |
| NewEdge Advisors, LLC | 0.00% | Reduce -95.0% | 633 | $32K |
| Principal Securities, Inc. | 0.00% | Add +61.6% | 619 | $31K |
| AlphaQuest LLC | 0.00% | Reduce -98.7% | 612 | $31K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 597 | $30K |
| MCF Advisors LLC | 0.00% | Add +27.4% | 596 | $30K |
| Richardson Financial Services Inc. | 0.02% | No change | 735 | $28K |
| Global Retirement Partners, LLC | 0.00% | Add +84.1% | 545 | $27K |
| Bokf, NA | 0.00% | New | 500 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +1784.0% | 471 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +220.0% | 432 | $22K |
| Whittier Trust Co. | 0.00% | No change | 424 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 410 | $21K |
| GAMMA Investing LLC | 0.00% | Add +225.6% | 407 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 350 | $18K |
| International Assets Investment Management, LLC | 0.00% | Reduce -91.1% | 349 | $18K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 317 | $16K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 300 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 289 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 225 | $11K |
| HM Payson & Co. | 0.00% | No change | 214 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 195 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | — | 195 | $11K |
| CI Investments Inc. | 0.00% | Reduce -1.0% | 200 | $10K |
| Credit Agricole S A | 0.00% | New | 19,199 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 181 | $9K |
| Motco | 0.00% | New | 177 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +1.2% | 175 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 127 | $6K |
| City State Bank | 0.00% | No change | 125 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | New | 120 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $6K |
| Private Trust Co. NA | 0.00% | New | 80 | $4K |
| Blue Trust, Inc. | 0.00% | Add +1400.0% | 105 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.2% | 77 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 69 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.7% | 65 | $3K |
| Lindbrook Capital, LLC | 0.00% | New | 60 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 54 | $3K |
| Quent Capital, LLC | 0.00% | No change | 45 | $2K |
| Avior Wealth Management, LLC | 0.00% | No change | 31 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 22 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +50.0% | 15 | $756 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 9 | $454 |
| SJS Investment Consulting Inc. | 0.00% | New | 7 | $353 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $101 |
| Earned Wealth Advisors, LLC | 0.00% | New | 2 | $101 |
| Brooklyn Investment Group | 0.00% | New | 1 | $51 |
| Huntington National Bank | 0.00% | No change | 1 | $50 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $0 |
| Hemington Wealth Management | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.