LazardLAZ
13F holders, Q4 2024 (December 31)291holders +20
39new positions
27sold out
6famous investors
$51.42avg. 13F price*
At the end of Q4 2024, 291 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 20 from Q3 2024. 39 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($555.4M), FMR LLC ($445.0M) and BlackRock, Inc. ($437.0M). 6 famous investors held it, including John W. Rogers Jr. (3.1% of Ariel Investments's portfolio), George Soros (0.2% 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $118.1M |
| Exits | 27 | $168.9M |
All 13F filers, Q3 2024 → Q4 2024: 8,964,789 shares bought and 7,127,544 shares sold, net +1,837,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Vanguard Group Inc. | 0.01% | Add +0.8% | 10,788,512 | $555.4M |
| FMR LLC | 0.03% | Reduce -9.7% | 8,643,715 | $445.0M |
| BlackRock, Inc. | 0.01% | Add +8.8% | 8,488,984 | $437.0M |
| Ariel Investments | 3.08% | Reduce -9.0% | 5,598,215 | $288.2M |
| Capital Research Global Investors | 0.05% | Add +5.8% | 4,429,776 | $228.0M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 2,646,633 | $136.2M |
| Geode Capital Management, LLC | 0.01% | Add +26.7% | 2,297,249 | $118.3M |
| State Street Corp. | 0.00% | Add +1.4% | 1,974,980 | $101.7M |
| Principal Financial Group Inc. | 0.05% | Reduce -13.8% | 1,939,854 | $99.9M |
| Fisher Asset Management | 0.04% | Add +5.1% | 1,862,389 | $95.9M |
| Epoch Investment Partners, Inc. | 0.46% | Reduce -0.7% | 1,831,689 | $94.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -10.0% | 1,361,366 | $70.1M |
| Ameriprise Financial Inc. | 0.02% | Add +98.7% | 1,284,711 | $66.1M |
| Invesco Ltd. | 0.01% | Reduce -5.1% | 1,200,401 | $61.8M |
| Voya Investment Management LLC | 0.07% | Reduce -13.3% | 1,194,140 | $61.5M |
| Norges Bank | 0.01% | Reduce -9.7% | 1,164,766 | $60.0M |
| Victory Capital Management Inc. | 0.06% | Add +8.7% | 1,156,749 | $59.5M |
| Two Sigma Advisers, LP | 0.14% | Reduce -8.8% | 1,150,700 | $59.2M |
| Royal Bank of Canada | 0.01% | Add +24.1% | 1,140,435 | $58.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +25.2% | 1,094,723 | $56.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.2% | 1,064,195 | $54.8M |
| Amundi | 0.02% | Add +31967.0% | 936,676 | $46.9M |
| Royce & Associates LP | 0.41% | Reduce -6.6% | 855,913 | $44.1M |
| First Trust Advisors LP | 0.03% | Add +335.1% | 734,962 | $37.8M |
| Northern Trust Corp. | 0.01% | Reduce -14.4% | 693,601 | $35.7M |
| Two Sigma Investments, LP | 0.09% | Reduce -22.6% | 686,615 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Add +128.4% | 678,617 | $34.9M |
| Federated Hermes, Inc. | 0.07% | Reduce -9.0% | 631,070 | $32.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +409.1% | 595,884 | $30.7M |
| No Street GP LP | 2.00% | Reduce -10.8% | 575,000 | $29.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +49.0% | 480,492 | $24.7M |
| FIL Ltd | 0.02% | New | 419,799 | $21.6M |
| Crawford Investment Counsel Inc. | 0.33% | Add +0.4% | 357,076 | $18.4M |
| Ranger Investment Management, L.P. | 1.16% | New | 356,875 | $18.4M |
| Citigroup Inc. | 0.02% | Reduce -0.0% | 341,552 | $17.6M |
| Kinetic Partners Management, LP | 1.12% | New | 329,080 | $16.9M |
| Basswood Capital Management, L.L.C. | 0.95% | Reduce -23.5% | 315,097 | $16.2M |
| Penn Capital Management Company, LLC | 1.57% | Reduce -16.0% | 310,586 | $16.0M |
| UBS Group AG | 0.00% | Add +150.1% | 305,460 | $15.7M |
| Philadelphia Financial Management of San Francisco, LLC | 3.01% | New | 291,226 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -3.7% | 276,140 | $14.2M |
| Alyeska Investment Group, L.P. | 0.05% | New | 275,067 | $14.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.1% | 271,794 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 262,094 | $13.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +249.1% | 251,571 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Add +1114.2% | 238,388 | $12.3M |
| TD Asset Management Inc | 0.01% | Reduce -0.2% | 228,916 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -30.2% | 227,845 | $11.7M |
| Strategic Wealth Partners, Ltd. | 0.97% | Add +31.6% | 216,094 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +28.6% | 219,844 | $11.3M |
| O'Keefe Stevens Advisory, Inc. | 3.36% | Add +1.1% | 211,046 | $10.9M |
| Swedbank AB | 0.01% | Add +28.7% | 207,000 | $10.7M |
| Rheos Capital Works Inc. | 0.58% | Add +17.1% | 205,000 | $10.6M |
| California Public Employees Retirement System | 0.01% | Add +0.0% | 203,185 | $10.5M |
| Crestwood Advisors Group, LLC | 0.18% | Add +0.4% | 184,965 | $9.5M |
| Swiss National Bank | 0.01% | Add +0.7% | 177,300 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +109.6% | 162,008 | $8.3M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.9% | 161,296 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.2% | 158,604 | $8.2M |
| State of Alaska, Department of Revenue | 0.09% | Add +5.5% | 157,415 | $8.1M |
| Castleark Management LLC | 0.24% | Add +19.0% | 133,080 | $6.9M |
| Rhumbline Advisers | 0.01% | Reduce -2.1% | 129,328 | $6.7M |
| State of Wisconsin Investment Board | 0.02% | Add +78.6% | 123,704 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 116,610 | $6.0M |
| Soros Fund Management | 0.15% | Add +48.9% | 115,700 | $6.0M |
| Cibc World Market Inc. | 0.01% | Add +0.9% | 115,058 | $5.9M |
| Tudor Investment Corporation | 0.06% | New | 108,558 | $5.6M |
| Barclays PLC | 0.00% | Reduce -46.7% | 103,770 | $5.3M |
| Franklin Resources Inc. | 0.00% | New | 99,604 | $5.1M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 95,707 | $4.9M |
| Legal & General Group Plc | 0.00% | Add +5.1% | 93,727 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +350.9% | 89,681 | $4.6M |
| Moody Aldrich Partners LLC | 0.85% | Add +22.0% | 89,486 | $4.6M |
| Edgestream Partners, L.P. | 0.19% | New | 87,172 | $4.5M |
| Sei Investments Co. | 0.01% | Add +6.4% | 87,082 | $4.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 85,781 | $4.4M |
| M&T Bank Corp | 0.01% | Reduce -3.4% | 71,401 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 69,090 | $3.6M |
| TD Private Client Wealth LLC | 0.10% | Reduce -3.9% | 67,045 | $3.5M |
| Icon Advisers Inc. | 0.77% | Add +71.7% | 65,600 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +268.9% | 60,716 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +1.5% | 56,288 | $2.9M |
| Monument Capital Management | 0.77% | New | 54,563 | $2.8M |
| STRS Ohio | 0.01% | Reduce -32.8% | 53,000 | $2.7M |
| Callahan Advisors, LLC | 0.26% | Add +15.6% | 52,965 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 51,415 | $2.6M |
| Amica Mutual Insurance Co. | 0.27% | Reduce -43.1% | 51,350 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +306.6% | 50,000 | $2.6M |
| Paulson Wealth Management Inc. | 0.69% | No change | 48,762 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 48,129 | $2.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -3.5% | 47,741 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 46,085 | $2.4M |
| Argent Trust Co | 0.09% | Reduce -0.6% | 45,095 | $2.3M |
| Raymond James Financial Inc. | 0.00% | — | 44,389 | $2.3M |
| Oliver Luxxe Assets LLC | 0.40% | No change | 43,711 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -22.1% | 41,909 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +11.5% | 41,713 | $2.1M |
| LPL Financial LLC | 0.00% | Add +44.6% | 41,507 | $2.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 41,000 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 40,365 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 39,899 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.6% | 38,167 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 37,945 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 37,599 | $1.9M |
| Focus Partners Wealth | 0.01% | Add +7.0% | 37,253 | $1.9M |
| First National Trust Co | 0.07% | No change | 35,206 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.36% | Add +4.3% | 34,494 | $1.8M |
| Weiss Asset Management LP | 0.05% | New | 33,683 | $1.7M |
| Credit Agricole S A | 0.01% | Add +71.9% | 32,997 | $1.7M |
| Central Asset Investments & Management Holdings (HK) Ltd | 1.07% | New | 32,000 | $1.6M |
| Hunter Perkins Capital Management, LLC | 0.34% | Reduce -12.8% | 31,320 | $1.6M |
| Martingale Asset Management L P | 0.04% | New | 28,801 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.1% | 28,790 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.4% | 28,113 | $1.4M |
| Calamos Advisors LLC | 0.01% | New | 27,557 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.5% | 27,443 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.5% | 27,443 | $1.4M |
| O'Brien Greene & Co. Inc | 0.45% | Add +1.9% | 27,000 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 26,169 | $1.3M |
| Dark Forest Capital Management LP | 0.19% | Reduce -40.5% | 24,436 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Reduce -8.8% | 23,700 | $1.2M |
| North Star Investment Management Corp. | 0.08% | No change | 23,490 | $1.2M |
| Southeastern Asset Management Inc. | 0.06% | No change | 22,863 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -29.9% | 22,801 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.4% | 22,697 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -11.4% | 22,480 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.2% | 22,454 | $1.2M |
| Autumn Glory Partners, LLC | 0.53% | No change | 21,071 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 20,787 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.8% | 19,270 | $992K |
| Cwm, LLC | 0.00% | Add +746.9% | 19,215 | $989K |
| Great Lakes Retirement, Inc. | 0.13% | Add +1.8% | 18,981 | $977K |
| KLP Kapitalforvaltning As | 0.00% | — | 18,400 | $947K |
| Mackenzie Financial Corp. | 0.00% | Add +42.1% | 17,454 | $899K |
| Croban | 0.84% | — | 16,529 | $851K |
| Teza Capital Management LLC | 0.13% | Reduce -21.7% | 16,508 | $850K |
| Lecap Asset Management Ltd. | 0.22% | Add +16.3% | 15,906 | $819K |
| Algert Global LLC | 0.02% | New | 14,662 | $755K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 14,174 | $730K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 14,145 | $728K |
| Cetera Investment Advisers | 0.00% | Add +19.5% | 14,144 | $728K |
| Xponance LLC | 0.01% | Add +4.5% | 13,987 | $720K |
| Inceptionr LLC | 0.16% | Add +15.9% | 13,675 | $704K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.7% | 13,590 | $700K |
| Paradigm Asset Management Co. LLC | 0.18% | New | 13,100 | $674K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 13,061 | $672K |
| Neuberger Berman Group LLC | 0.00% | No change | 12,806 | $659K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.2% | 12,743 | $656K |
| Absolute Gestao de Investimentos Ltda. | 0.27% | New | 12,500 | $644K |
| Comerica Bank | 0.00% | Add +4.6% | 12,176 | $627K |
| Claro Advisors Inc. | 0.08% | Add +0.0% | 11,899 | $613K |
| Wolverine Trading, LLC | 0.01% | Reduce -33.2% | 11,809 | $610K |
| Nebula Research & Development LLC | 0.07% | Reduce -32.0% | 11,234 | $578K |
| NewEdge Wealth, LLC | 0.01% | Add +1.2% | 11,182 | $576K |
| Glenmede Trust Co. NA | 0.00% | Add +14.2% | 11,049 | $569K |
| Baird Financial Group, Inc. | 0.00% | Add +24.5% | 10,709 | $551K |
| Ascent Group, LLC | 0.04% | Add +9.6% | 10,504 | $541K |
| New York State Teachers Retirement System | 0.00% | Reduce -1.3% | 10,013 | $515K |
| Gilman Hill Asset Management, LLC | 0.09% | Add +2.5% | 9,790 | $504K |
| Commerce Bank | 0.00% | Reduce -6.9% | 9,773 | $503K |
| Prelude Capital Management, LLC | 0.04% | Reduce -58.0% | 9,730 | $501K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,701 | $499K |
| O'ROURKE & COMPANY, Inc | 0.24% | Reduce -1.0% | 9,670 | $498K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -7.6% | 9,647 | $497K |
| Centiva Capital, LP | 0.02% | New | 9,600 | $494K |
| Impact Partnership Wealth, LLC | 0.10% | Add +78.1% | 9,442 | $486K |
| Ensign Peak Advisors, Inc | 0.00% | New | 9,240 | $476K |
| Interval Partners, LP | 0.01% | Reduce -94.5% | 9,020 | $464K |
| Creative Planning | 0.00% | Add +5.8% | 8,831 | $455K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -0.7% | 8,734 | $450K |
| Everhart Financial Group, Inc. | 0.09% | Add +10.0% | 8,522 | $439K |
| Choreo, LLC | 0.01% | Reduce -12.2% | 8,443 | $436K |
| Pathstone Holdings, LLC | 0.00% | Add +49.0% | 8,275 | $426K |
| Crestline Management, L.P. | 0.01% | Reduce -48.7% | 8,156 | $420K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,875 | $405K |
| Verition Fund Management LLC | 0.00% | Reduce -35.2% | 7,781 | $401K |
| Tradition Wealth Management, LLC | 0.03% | New | 7,590 | $391K |
| Jane Street Group, LLC | 0.00% | Reduce -38.9% | 7,236 | $373K |
| Amalgamated Bank | 0.00% | Reduce -0.6% | 7,213 | $371K |
| Numerai GP LLC | 0.10% | Reduce -35.2% | 7,144 | $368K |
| Park Avenue Securities LLC | 0.00% | Add +12.3% | 6,672 | $343K |
| Amica Retiree Medical Trust | 0.32% | Reduce -36.2% | 6,606 | $340K |
| Rothschild Investment LLC | 0.02% | No change | 6,500 | $335K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 6,437 | $331K |
| Keybank National Association | 0.00% | Add +14.3% | 6,406 | $330K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 6,350 | $327K |
| Alaska Permanent Fund Corp | 0.00% | No change | 6,342 | $326K |
| Great Lakes Advisors, LLC | 0.00% | New | 6,331 | $326K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,252 | $322K |
| 1492 Capital Management LLC | 0.15% | No change | 6,012 | $309K |
| Cannon Global Investment Management, LLC | 0.76% | Reduce -29.4% | 6,000 | $309K |
| Utah Retirement Systems | 0.00% | No change | 6,000 | $309K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +101.6% | 5,892 | $303K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +34.0% | 5,596 | $303K |
| Hilltop National Bank | 0.09% | Reduce -1.5% | 5,830 | $300K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.6% | 5,723 | $295K |
| AQR Capital Management | 0.00% | Add +35.8% | 5,419 | $279K |
| My Legacy Advisors, LLC | 0.11% | Add +29.4% | 5,527 | $275K |
| Prosperity Consulting Group, LLC | 0.02% | New | 5,202 | $268K |
| State of Wyoming | 0.03% | Add +133.3% | 4,993 | $257K |
| Assetmark, Inc. | 0.00% | Reduce -9.8% | 4,883 | $251K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +2.3% | 4,811 | $248K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -3.9% | 4,739 | $244K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 4,628 | $238K |
| King Wealth Management Group | 0.03% | No change | 4,500 | $232K |
| Lazard Freres Gestion S.A.S. | 0.00% | Reduce -65.6% | 4,500 | $231K |
| SG Americas Securities, LLC | 0.00% | Reduce -80.1% | 4,287 | $221K |
| Bayforest Capital Ltd | 0.27% | — | 4,253 | $219K |
| Graham Capital Management, L.P. | 0.01% | New | 4,003 | $206K |
| EntryPoint Capital, LLC | 0.08% | New | 3,920 | $202K |
| one8zero8, LLC | 0.04% | — | 3,900 | $201K |
| KBC Group NV | 0.00% | Add +54.1% | 3,813 | $196K |
| Broadwater Capital Management LLC | 0.12% | No change | 3,100 | $160K |
| PEAK6 LLC | 0.01% | — | 3,025 | $156K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $154K |
| National Bank of Canada | 0.00% | Reduce -11.9% | 2,457 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +28.0% | 2,298 | $118K |
| US Bancorp \de | 0.00% | Reduce -55.9% | 2,251 | $116K |
| CI Investments Inc. | 0.00% | Add +957.5% | 2,115 | $109K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,100 | $108K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.4% | 2,078 | $107K |
| TD Waterhouse Canada Inc. | 0.00% | Add +119.5% | 2,028 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 2,008 | $103K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.0% | 1,938 | $100K |
| Principal Securities, Inc. | 0.00% | Add +153.5% | 1,569 | $81K |
| Empirical Asset Management, LLC | 0.02% | New | 74,077 | $74K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $73K |
| Quantbot Technologies LP | 0.00% | New | 1,408 | $72K |
| Spire Wealth Management | 0.00% | New | 1,337 | $69K |
| HHM Wealth Advisors, LLC | 0.01% | Add +209.0% | 1,267 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 1,229 | $63K |
| Roxbury Financial LLC | 0.06% | — | 1,034 | $60K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,162 | $60K |
| AlphaQuest LLC | 0.01% | Add +85.8% | 1,137 | $59K |
| NewEdge Advisors, LLC | 0.00% | Add +54.3% | 977 | $50K |
| Continuum Advisory, LLC | 0.01% | No change | 960 | $49K |
| Berbice Capital Management LLC | 0.04% | — | 900 | $46K |
| Hopwood Financial Services, Inc. | 0.03% | — | 800 | $41K |
| IFP Advisors, Inc | 0.00% | Reduce -24.5% | 783 | $40K |
| Richardson Financial Services Inc. | 0.03% | Add +3.4% | 760 | $39K |
| Lee Danner & Bass Inc. | 0.00% | New | 600 | $31K |
| MCF Advisors LLC | 0.00% | No change | 596 | $31K |
| Global Retirement Partners, LLC | 0.00% | Add +8.1% | 589 | $30K |
| Group One Trading LLC | 0.00% | New | 585 | $30K |
| MAI Capital Management | 0.00% | New | 505 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +15.1% | 497 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 471 | $24K |
| Bokf, NA | 0.00% | No change | 500 | $24K |
| GAMMA Investing LLC | 0.00% | Add +12.8% | 459 | $24K |
| Whittier Trust Co. | 0.00% | No change | 424 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $21K |
| Covestor Ltd | 0.01% | Reduce -75.7% | 388 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 350 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1472.7% | 346 | $18K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 317 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 290 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 225 | $12K |
| HM Payson & Co. | 0.00% | No change | 214 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 195 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 195 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +1.1% | 177 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +164.6% | 172 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 128 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 120 | $6K |
| Private Trust Co. NA | 0.00% | Add +50.0% | 120 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 100 | $5K |
| City State Bank | 0.00% | Reduce -20.0% | 100 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +29.0% | 89 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 77 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +27.8% | 69 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -63.0% | 67 | $3K |
| Logan Capital Management Inc. | 0.00% | New | 55 | $3K |
| Quent Capital, LLC | 0.00% | No change | 45 | $2K |
| Avior Wealth Management, LLC | 0.00% | Add +3.2% | 32 | $2K |
| Hemington Wealth Management | 0.00% | Add +91.7% | 23 | $1K |
| New Millennium Group LLC | 0.00% | New | 16 | $824 |
| Millstone Evans Group, LLC | 0.00% | — | 15 | $772 |
| Whipplewood Advisors, LLC | 0.00% | — | 15 | $772 |
| Colonial Trust Co / SC | 0.00% | New | 15 | $772 |
| CoreCap Advisors, LLC | 0.00% | No change | 15 | $772 |
| Signaturefd, LLC | 0.00% | New | 13 | $669 |
| WPG Advisers, LLC | 0.00% | — | 11 | $566 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $464 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -33.3% | 6 | $309 |
| Allworth Financial LP | 0.00% | New | 4 | $217 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $154 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $52 |
| Huntington National Bank | 0.00% | No change | 1 | $51 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $51 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.