LazardLAZ
13F holders, Q1 2025 (March 31)286holders −5
41new positions
47sold out
5famous investors
$43.18avg. 13F price*
At the end of Q1 2025, 286 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, down 5 from Q4 2024. 41 opened new positions and 47 sold out. The largest holders were FMR LLC ($479.6M), Vanguard Group Inc. ($461.5M) and BlackRock, Inc. ($363.5M). 5 famous investors held it, including John W. Rogers Jr. (2.9% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $18.2M |
| Exits | 47 | $108.2M |
All 13F filers, Q4 2024 → Q1 2025: 13,021,402 shares bought and 5,778,326 shares sold, net +7,243,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| FMR LLC | 0.03% | Add +28.1% | 11,075,322 | $479.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 10,658,164 | $461.5M |
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 8,395,482 | $363.5M |
| T. Rowe Price Associates Inc. | 0.03% | Add +2324.4% | 6,099,179 | $264.1M |
| Ariel Investments | 2.86% | Add +0.4% | 5,619,280 | $243.3M |
| Capital Research Global Investors | 0.04% | Reduce -14.5% | 3,788,297 | $164.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.7% | 2,428,679 | $105.2M |
| Morgan Stanley | 0.01% | Reduce -17.5% | 2,182,430 | $94.5M |
| Amundi | 0.03% | Add +141.6% | 2,263,046 | $87.6M |
| State Street Corp. | 0.00% | Reduce -2.4% | 1,927,985 | $83.5M |
| Fisher Asset Management | 0.03% | Reduce -2.0% | 1,824,672 | $79.0M |
| Principal Financial Group Inc. | 0.04% | Reduce -8.0% | 1,784,257 | $77.3M |
| Ameriprise Financial Inc. | 0.02% | Add +31.6% | 1,690,943 | $73.2M |
| Epoch Investment Partners, Inc. | 0.37% | Reduce -10.0% | 1,648,014 | $71.4M |
| Victory Capital Management Inc. | 0.07% | Add +42.1% | 1,644,323 | $71.2M |
| Janus Henderson Group PLC | 0.04% | Add +8.7% | 1,479,354 | $63.9M |
| Norges Bank | 0.01% | Add +18.2% | 1,377,011 | $59.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +20.8% | 1,322,146 | $57.2M |
| Invesco Ltd. | 0.01% | Add +6.9% | 1,283,279 | $55.6M |
| Voya Investment Management LLC | 0.07% | Add +2.0% | 1,217,486 | $52.7M |
| Royal Bank of Canada | 0.01% | Reduce -5.4% | 1,079,277 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.6% | 1,015,249 | $44.0M |
| Royce & Associates LP | 0.40% | Reduce -0.9% | 847,802 | $36.7M |
| Two Sigma Advisers, LP | 0.08% | Reduce -26.9% | 840,800 | $36.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +27.5% | 759,867 | $32.9M |
| First Trust Advisors LP | 0.03% | Reduce -0.9% | 728,595 | $31.5M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 711,993 | $30.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.4% | 676,093 | $29.3M |
| No Street GP LP | 2.20% | Add +13.0% | 650,000 | $28.1M |
| Federated Hermes, Inc. | 0.06% | Add +2.5% | 646,882 | $28.0M |
| Bank of America Corp. | 0.00% | Add +123.2% | 508,508 | $22.0M |
| FIL Ltd | 0.02% | Reduce -8.6% | 383,713 | $16.6M |
| Two Sigma Investments, LP | 0.04% | Reduce -44.9% | 378,296 | $16.4M |
| Crawford Investment Counsel Inc. | 0.28% | Add +2.2% | 365,034 | $15.8M |
| Citigroup Inc. | 0.01% | Add +5.1% | 358,970 | $15.5M |
| Ranger Investment Management, L.P. | 1.09% | Reduce -1.3% | 352,235 | $15.3M |
| Penn Capital Management Company, LLC | 1.42% | Add +8.1% | 335,747 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 287,574 | $12.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.3% | 269,816 | $11.7M |
| Nuveen, LLC | 0.00% | — | 253,995 | $11.0M |
| UBS Group AG | 0.00% | Reduce -21.4% | 239,964 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.4% | 238,288 | $10.3M |
| Susquehanna International Group, LLP | 0.02% | Add +43.6% | 232,699 | $10.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -54.3% | 219,742 | $9.5M |
| O'Keefe Stevens Advisory, Inc. | 3.05% | Add +1.9% | 215,059 | $9.3M |
| Swedbank AB | 0.01% | No change | 207,000 | $9.0M |
| California Public Employees Retirement System | 0.01% | Reduce -0.0% | 203,116 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.47% | Reduce -38.1% | 195,076 | $8.4M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -2.1% | 181,159 | $7.8M |
| TD Asset Management Inc | 0.01% | Reduce -20.9% | 181,126 | $7.8M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 175,200 | $7.6M |
| State of Alaska, Department of Revenue | 0.08% | Add +5.7% | 166,415 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 154,442 | $6.7M |
| Soros Fund Management | 0.15% | Add +15.8% | 133,950 | $5.8M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 127,613 | $5.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -21.9% | 125,899 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 116,610 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.8% | 112,814 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +1373.0% | 106,590 | $4.6M |
| Focus Partners Wealth | 0.01% | Add +178.6% | 103,778 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +3.7% | 97,201 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 95,508 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.5% | 91,033 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -2.3% | 85,087 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 84,620 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +90.0% | 84,315 | $3.7M |
| Prana Capital Management, LP | 0.14% | New | 81,958 | $3.5M |
| Amica Mutual Insurance Co. | 0.39% | Add +58.6% | 81,444 | $3.5M |
| Freemont Management S.A. | 1.34% | New | 78,700 | $3.4M |
| STRS Ohio | 0.01% | Add +47.3% | 78,085 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -27.0% | 72,710 | $3.1M |
| TD Private Client Wealth LLC | 0.09% | Add +7.3% | 71,906 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 67,918 | $2.9M |
| Icon Advisers Inc. | 0.67% | No change | 65,600 | $2.8M |
| Bokf, NA | 0.05% | Add +12594.6% | 63,473 | $2.7M |
| Callahan Advisors, LLC | 0.24% | Add +9.1% | 57,801 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.1% | 57,095 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -21.5% | 56,051 | $2.4M |
| Squarepoint Ops LLC | 0.01% | New | 54,160 | $2.3M |
| Lesa Sroufe & Co | 2.21% | — | 51,052 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.0% | 50,079 | $2.2M |
| Paulson Wealth Management Inc. | 0.59% | No change | 48,762 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 46,085 | $2.0M |
| Oliver Luxxe Assets LLC | 0.37% | Add +5.4% | 46,075 | $2.0M |
| Argent Trust Co | 0.08% | Add +0.9% | 45,524 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -28.2% | 43,605 | $1.9M |
| Quantbot Technologies LP | 0.06% | Add +2942.6% | 42,840 | $1.9M |
| LPL Financial LLC | 0.00% | Add +0.8% | 41,859 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.4% | 40,450 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 40,032 | $1.7M |
| Edgestream Partners, L.P. | 0.06% | Reduce -54.5% | 39,681 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.9% | 39,287 | $1.7M |
| Capital Fund Management S.A. | 0.02% | New | 39,236 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 38,503 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.9% | 38,413 | $1.7M |
| Danske Bank A/S | 0.01% | Add +66.2% | 37,887 | $1.6M |
| Barclays PLC | 0.00% | Reduce -64.1% | 37,238 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +376.8% | 37,102 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.31% | Add +5.0% | 36,229 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.4% | 35,955 | $1.6M |
| First National Trust Co | 0.06% | No change | 35,206 | $1.5M |
| SWP Investment Management LLC | 1.89% | — | 34,968 | $1.5M |
| Dark Forest Capital Management LP | 0.07% | Add +40.6% | 34,355 | $1.5M |
| Hunter Perkins Capital Management, LLC | 0.34% | Add +7.2% | 33,560 | $1.5M |
| Credit Agricole S A | 0.01% | No change | 32,997 | $1.4M |
| Martingale Asset Management L P | 0.03% | Add +0.0% | 28,803 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.33% | New | 28,800 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.8% | 27,978 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.8% | 27,601 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.8% | 25,951 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +19.7% | 24,889 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +37.1% | 23,937 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 23,700 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.7% | 23,509 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.8% | 23,375 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.8% | 23,375 | $1.0M |
| Southeastern Asset Management Inc. | 0.05% | No change | 22,863 | $990K |
| O'Brien Greene & Co. Inc | 0.33% | Reduce -16.1% | 22,654 | $981K |
| North Star Investment Management Corp. | 0.07% | Reduce -6.3% | 22,011 | $953K |
| Cetera Investment Advisers | 0.00% | Add +54.5% | 21,854 | $946K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.2% | 21,418 | $927K |
| Autumn Glory Partners, LLC | 0.45% | No change | 21,071 | $912K |
| Great Lakes Retirement, Inc. | 0.12% | Add +10.2% | 20,907 | $905K |
| Cwm, LLC | 0.00% | Add +1.8% | 19,558 | $847K |
| Banque Pictet & Cie SA | 0.01% | New | 17,803 | $771K |
| Deutsche Bank AG | 0.00% | Reduce -68.5% | 17,714 | $767K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.5% | 17,200 | $745K |
| Calton & Associates, Inc. | 0.16% | New | 25,725 | $719K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.6% | 14,549 | $630K |
| Xponance LLC | 0.01% | Add +3.5% | 14,479 | $627K |
| Ensign Peak Advisors, Inc | 0.00% | Add +55.6% | 14,374 | $622K |
| Ascent Group, LLC | 0.03% | Add +34.9% | 14,172 | $614K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 14,145 | $612K |
| Virtu Financial LLC | 0.03% | New | 13,810 | $598K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,553 | $587K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.9% | 13,490 | $584K |
| Paradigm Asset Management Co. LLC | 0.15% | No change | 13,100 | $567K |
| Wolverine Trading, LLC | 0.02% | Add +10.2% | 13,013 | $562K |
| Inceptionr LLC | 0.17% | Reduce -5.3% | 12,955 | $561K |
| Neuberger Berman Group LLC | 0.00% | No change | 12,806 | $555K |
| AQR Capital Management | 0.00% | Add +131.8% | 12,563 | $544K |
| Gilman Hill Asset Management, LLC | 0.09% | Add +26.1% | 12,340 | $534K |
| Claro Advisors Inc. | 0.07% | Add +0.5% | 11,955 | $518K |
| Baird Financial Group, Inc. | 0.00% | Add +8.5% | 11,622 | $503K |
| Creative Planning | 0.00% | Add +31.4% | 11,608 | $503K |
| Comerica Bank | 0.00% | Reduce -5.8% | 11,467 | $497K |
| National Bank of Canada | 0.00% | Add +357.6% | 11,242 | $487K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.2% | 11,052 | $479K |
| Commerce Bank | 0.00% | Add +11.9% | 10,933 | $473K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -20.1% | 10,852 | $470K |
| New York State Teachers Retirement System | 0.00% | No change | 10,013 | $434K |
| American Century Companies Inc. | 0.00% | New | 9,775 | $423K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,701 | $420K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +0.1% | 9,684 | $419K |
| Future Fund LLC | 0.54% | New | 9,682 | $419K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 9,647 | $418K |
| Wellington Management Group LLP | 0.00% | New | 9,636 | $417K |
| Everhart Financial Group, Inc. | 0.06% | Add +10.0% | 9,376 | $406K |
| Keybank National Association | 0.00% | Add +39.0% | 8,906 | $386K |
| Impact Partnership Wealth, LLC | 0.08% | Reduce -6.2% | 8,858 | $384K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 8,734 | $377K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.2% | 8,572 | $371K |
| Choreo, LLC | 0.01% | No change | 8,443 | $366K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.5% | 8,405 | $364K |
| DAVENPORT & Co LLC | 0.00% | Add +5.1% | 8,275 | $358K |
| Teza Capital Management LLC | 0.16% | Reduce -52.3% | 7,872 | $341K |
| Amica Retiree Medical Trust | 0.50% | Add +14.5% | 7,566 | $328K |
| Amalgamated Bank | 0.00% | Add +2.8% | 7,417 | $321K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -4.3% | 7,265 | $315K |
| Vestcor Inc | 0.01% | New | 7,135 | $309K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.9% | 6,978 | $302K |
| Cannon Global Investment Management, LLC | 0.78% | Add +8.3% | 6,500 | $281K |
| Rothschild Investment LLC | 0.02% | No change | 6,500 | $281K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.2% | 6,425 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.0% | 6,350 | $275K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 6,226 | $270K |
| Utah Retirement Systems | 0.00% | No change | 6,000 | $260K |
| International Assets Investment Management, LLC | 0.02% | New | 5,805 | $251K |
| Alaska Permanent Fund Corp | 0.00% | No change | 6,342 | $247K |
| SummitTX Capital, L.P. | 0.01% | — | 5,670 | $246K |
| My Legacy Advisors, LLC | 0.09% | Add +2.5% | 5,666 | $245K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,472 | $237K |
| Prudential Financial Inc. | 0.00% | New | 4,372 | $230K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 5,115 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.0% | 5,089 | $220K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -3.7% | 5,008 | $217K |
| Citadel Advisors | 0.00% | New | 4,984 | $216K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -0.4% | 4,792 | $207K |
| KBC Group NV | 0.00% | Add +22.8% | 4,683 | $203K |
| Assetmark, Inc. | 0.00% | Reduce -8.3% | 4,479 | $194K |
| Walleye Trading LLC | 0.01% | New | 4,455 | $193K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -7.0% | 4,408 | $191K |
| Bayforest Capital Ltd | 0.07% | Reduce -6.7% | 3,967 | $172K |
| Jones Financial Companies LLLP | 0.00% | Add +68.2% | 3,864 | $167K |
| Broadwater Capital Management LLC | 0.10% | No change | 3,100 | $134K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $130K |
| Group One Trading LLC | 0.01% | Add +406.7% | 2,964 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.5% | 2,259 | $98K |
| CI Investments Inc. | 0.00% | Add +4.1% | 2,201 | $95K |
| HM Payson & Co. | 0.00% | Add +861.2% | 2,057 | $89K |
| Geneos Wealth Management Inc. | 0.00% | Add +72.7% | 2,007 | $87K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.2% | 1,923 | $84K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.7% | 1,866 | $81K |
| Principal Securities, Inc. | 0.00% | No change | 1,569 | $81K |
| Lindbrook Capital, LLC | 0.01% | New | 1,820 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.7% | 1,492 | $65K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $61K |
| US Bancorp \de | 0.00% | Reduce -37.8% | 1,401 | $61K |
| Spire Wealth Management | 0.00% | Reduce -3.7% | 1,287 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +164.1% | 1,244 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,229 | $53K |
| Roxbury Financial LLC | 0.05% | No change | 1,034 | $52K |
| Bessemer Group Inc. | 0.00% | New | 1,150 | $50K |
| AlphaQuest LLC | 0.00% | Reduce -8.7% | 1,038 | $45K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 986 | $43K |
| Continuum Advisory, LLC | 0.01% | Reduce -5.2% | 910 | $39K |
| Berbice Capital Management LLC | 0.03% | No change | 900 | $39K |
| Arax Advisory Partners | 0.00% | New | 860 | $37K |
| MCF Advisors LLC | 0.00% | Add +36.4% | 813 | $35K |
| Richardson Financial Services Inc. | 0.03% | Add +5.3% | 800 | $35K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 800 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 783 | $34K |
| Covestor Ltd | 0.02% | Add +91.0% | 741 | $32K |
| Sterling Capital Management LLC | 0.00% | Reduce -64.6% | 735 | $32K |
| Kestra Investment Management, LLC | 0.00% | New | 698 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +31.6% | 654 | $28K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 632 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 587 | $25K |
| GAMMA Investing LLC | 0.00% | Add +27.2% | 584 | $25K |
| MAI Capital Management | 0.00% | No change | 505 | $22K |
| Whittier Trust Co. | 0.00% | No change | 424 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -67.6% | 410 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 350 | $15K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 317 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 291 | $13K |
| Signaturefd, LLC | 0.00% | Add +2000.0% | 273 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +53.5% | 264 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 225 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +18.6% | 210 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 195 | $8K |
| Brooklyn Investment Group | 0.00% | Add +18700.0% | 188 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -46.8% | 184 | $8K |
| Allworth Financial LP | 0.00% | Add +4375.0% | 179 | $7K |
| Arlington Trust Co LLC | 0.00% | New | 150 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 149 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 120 | $5K |
| Private Trust Co. NA | 0.00% | No change | 120 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 116 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $5K |
| Park Square Financial Group, LLC | 0.00% | No change | 100 | $4K |
| City State Bank | 0.00% | No change | 100 | $4K |
| Natixis | 0.00% | New | 91 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 89 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 77 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +10.1% | 76 | $3K |
| WPG Advisers, LLC | 0.00% | Add +527.3% | 69 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 69 | $3K |
| Headlands Technologies LLC | 0.00% | New | 61 | $3K |
| Logan Capital Management Inc. | 0.00% | Add +1.8% | 56 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 67 | $2K |
| Curat Global, LLC | 0.00% | — | 50 | $2K |
| Quent Capital, LLC | 0.00% | No change | 45 | $2K |
| Rossby Financial, LCC | 0.00% | New | 35 | $1K |
| S&T Bank | 0.00% | New | 27 | $1K |
| Activest Wealth Management | 0.00% | New | 27 | $1K |
| Hemington Wealth Management | 0.00% | Add +95.7% | 45 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -85.9% | 18 | $779 |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $650 |
| Whipplewood Advisors, LLC | 0.00% | Add +33.3% | 20 | $650 |
| Larson Financial Group LLC | 0.00% | New | 11 | $476 |
| True Wealth Design, LLC | 0.00% | New | 8 | $347 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -22.2% | 7 | $304 |
| AdvisorNet Financial, Inc | 0.00% | New | 7 | $303 |
| Principia Wealth Advisory, LLC | 0.00% | New | 7 | $269 |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 6 | $260 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $260 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $217 |
| CoreCap Advisors, LLC | 0.00% | Reduce -66.7% | 5 | $216 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $129 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $44 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $44 |
| Huntington National Bank | 0.00% | No change | 1 | $43 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $43 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
| 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.