LazardLAZ
13F holders, Q2 2025 (June 30)299holders +13
54new positions
41sold out
6famous investors
$47.89avg. 13F price*
At the end of Q2 2025, 299 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 13 from Q1 2025. 54 opened new positions and 41 sold out. The largest holders were FMR LLC ($540.5M), Vanguard Group Inc. ($524.7M) and BlackRock, Inc. ($367.6M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $114.2M |
| Exits | 41 | $116.7M |
All 13F filers, Q1 2025 → Q2 2025: 6,778,395 shares bought and 8,439,304 shares sold, net −1,660,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| FMR LLC | 0.03% | Add +1.7% | 11,265,332 | $540.5M |
| Vanguard Group Inc. | 0.01% | Add +2.6% | 10,935,547 | $524.7M |
| BlackRock, Inc. | 0.01% | Reduce -8.7% | 7,661,478 | $367.6M |
| T. Rowe Price Associates Inc. | 0.04% | Add +13.5% | 6,923,540 | $332.2M |
| Ariel Investments | 3.13% | Add +2.4% | 5,753,997 | $276.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.8% | 2,385,795 | $114.5M |
| Capital Research Global Investors | 0.02% | Reduce -37.5% | 2,366,311 | $113.5M |
| State Street Corp. | 0.00% | Add +9.3% | 2,108,229 | $101.2M |
| Victory Capital Management Inc. | 0.06% | Add +16.4% | 1,914,491 | $91.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -0.3% | 1,778,378 | $85.3M |
| Fisher Asset Management | 0.03% | Reduce -6.7% | 1,701,913 | $81.7M |
| Ameriprise Financial Inc. | 0.02% | Add +0.1% | 1,692,085 | $81.2M |
| Epoch Investment Partners, Inc. | 0.41% | Reduce -0.3% | 1,643,191 | $78.8M |
| Morgan Stanley | 0.01% | Reduce -24.9% | 1,640,033 | $78.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +14.8% | 1,518,519 | $72.9M |
| Norges Bank | 0.01% | Add +0.7% | 1,386,969 | $66.5M |
| Janus Henderson Group PLC | 0.03% | Reduce -8.3% | 1,356,602 | $65.1M |
| Invesco Ltd. | 0.01% | Reduce -5.7% | 1,209,569 | $58.0M |
| Voya Investment Management LLC | 0.06% | Reduce -14.4% | 1,042,557 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,033,578 | $49.6M |
| Royal Bank of Canada | 0.01% | Reduce -13.3% | 936,308 | $44.9M |
| Royce & Associates LP | 0.45% | Add +7.4% | 910,174 | $43.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.6% | 840,129 | $40.3M |
| Balyasny Asset Management L.P. | 0.08% | New | 714,977 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.8% | 643,959 | $30.9M |
| Northern Trust Corp. | 0.00% | Reduce -12.4% | 623,372 | $29.9M |
| Federated Hermes, Inc. | 0.05% | Reduce -9.6% | 584,912 | $28.1M |
| FIL Ltd | 0.02% | Add +44.3% | 553,643 | $26.6M |
| No Street GP LP | 1.97% | Reduce -15.4% | 550,000 | $26.4M |
| Ranger Investment Management, L.P. | 1.69% | Add +43.5% | 505,385 | $24.2M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 488,657 | $23.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +90.7% | 454,289 | $21.8M |
| Crawford Investment Counsel Inc. | 0.31% | Add +2.4% | 373,731 | $17.9M |
| Citigroup Inc. | 0.01% | Add +2.5% | 367,851 | $17.6M |
| AE Wealth Management LLC | 0.12% | New | 338,550 | $16.2M |
| First Trust Advisors LP | 0.01% | Reduce -57.4% | 310,439 | $14.9M |
| GW Henssler & Associates Ltd. | 0.79% | New | 307,869 | $14.8M |
| Susquehanna International Group, LLP | 0.02% | Add +31.1% | 304,968 | $14.6M |
| Two Sigma Advisers, LP | 0.03% | Reduce -63.8% | 304,700 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 302,439 | $14.5M |
| UBS Group AG | 0.00% | Add +20.5% | 289,215 | $13.9M |
| MetLife Investment Management, LLC | 0.08% | Add +4391.1% | 288,554 | $13.8M |
| Penn Capital Management Company, LLC | 0.96% | Reduce -31.0% | 231,724 | $11.1M |
| O'Keefe Stevens Advisory, Inc. | 2.95% | Add +1.8% | 218,890 | $10.5M |
| Susquehanna Portfolio Strategies, LLC | 0.23% | New | 218,412 | $10.5M |
| Bokf, NA | 0.17% | Add +234.4% | 212,282 | $10.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -22.0% | 210,458 | $10.1M |
| Swedbank AB | 0.01% | No change | 207,000 | $9.9M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 205,802 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Add +424.3% | 201,384 | $9.7M |
| Basswood Capital Management, L.L.C. | 0.47% | No change | 195,076 | $9.4M |
| Nuveen, LLC | 0.00% | Reduce -24.1% | 192,817 | $9.3M |
| Macquarie Group Ltd. | 0.01% | Add +49.7% | 188,524 | $9.0M |
| Crestwood Advisors Group, LLC | 0.16% | Add +1.4% | 183,624 | $8.8M |
| TD Asset Management Inc | 0.01% | Add +0.6% | 182,132 | $8.7M |
| Swiss National Bank | 0.00% | Reduce -2.0% | 171,700 | $8.2M |
| State of Alaska, Department of Revenue | 0.09% | No change | 166,415 | $8.0M |
| Cambiar Investors LLC | 0.33% | New | 162,513 | $7.8M |
| Soros Fund Management | 0.21% | Add +20.0% | 160,750 | $7.7M |
| Citadel Advisors | 0.01% | Add +2637.7% | 136,447 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +27.6% | 136,015 | $6.5M |
| ExodusPoint Capital Management, LP | 0.08% | New | 134,299 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.9% | 129,894 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +29.5% | 123,688 | $5.9M |
| Amica Mutual Insurance Co. | 0.56% | Add +48.2% | 120,707 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -68.5% | 119,332 | $5.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.1% | 117,930 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.4% | 115,962 | $5.6M |
| Rhumbline Advisers | 0.00% | Reduce -16.4% | 106,725 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -5.5% | 106,616 | $5.1M |
| Freemont Management S.A. | 0.81% | Add +30.6% | 102,800 | $4.9M |
| Focus Partners Wealth | 0.01% | Reduce -2.5% | 101,211 | $4.9M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 100,397 | $4.8M |
| California State Teachers Retirement System | 0.00% | No change | 84,620 | $4.1M |
| TD Private Client Wealth LLC | 0.09% | Add +8.3% | 77,839 | $3.7M |
| Capital Fund Management S.A. | 0.04% | Add +91.7% | 75,198 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 67,995 | $3.3M |
| Icon Advisers Inc. | 0.72% | No change | 65,600 | $3.1M |
| Millennium Management | 0.00% | New | 65,376 | $3.1M |
| Sei Investments Co. | 0.00% | Reduce -25.0% | 63,837 | $3.1M |
| AQR Capital Management | 0.00% | Add +407.7% | 63,782 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | Add +350.0% | 63,652 | $3.1M |
| Callahan Advisors, LLC | 0.25% | Add +2.0% | 58,960 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 57,212 | $2.7M |
| First National Trust Co | 0.10% | Add +62.5% | 57,194 | $2.7M |
| Barclays PLC | 0.00% | Add +50.2% | 55,929 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.9% | 55,709 | $2.7M |
| STRS Ohio | 0.01% | Reduce -28.8% | 55,628 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -1.1% | 55,453 | $2.7M |
| Weiss Asset Management LP | 0.05% | New | 55,430 | $2.7M |
| Moran Wealth Management, LLC | 0.08% | New | 54,000 | $2.6M |
| Lesa Sroufe & Co | 2.32% | Add +3.1% | 52,619 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.46% | Add +44.5% | 52,343 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.5% | 51,357 | $2.5M |
| Paulson Wealth Management Inc. | 0.61% | No change | 48,762 | $2.3M |
| Argent Trust Co | 0.08% | Add +2.6% | 46,716 | $2.2M |
| Oliver Luxxe Assets LLC | 0.40% | Add +1.1% | 46,592 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 46,085 | $2.2M |
| AMG National Trust Bank | 0.06% | New | 43,947 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.1% | 43,649 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.0% | 42,482 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 40,245 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -16.6% | 36,354 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 36,048 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +348.1% | 38,415 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -15.8% | 35,246 | $1.7M |
| SG Americas Securities, LLC | 0.01% | New | 34,100 | $1.6M |
| Jain Global LLC | 0.03% | New | 33,902 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 30,644 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.0% | 30,406 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +24.6% | 29,826 | $1.4M |
| Hunter Perkins Capital Management, LLC | 0.33% | Reduce -15.0% | 28,525 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +0.3% | 28,068 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.2% | 26,611 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.3% | 26,242 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 26,236 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +167.0% | 26,097 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 25,191 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -9.0% | 25,124 | $1.2M |
| Advent Capital Management | 1.44% | New | 25,000 | $1.2M |
| Martingale Asset Management L P | 0.03% | Reduce -15.6% | 24,304 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +36.2% | 24,125 | $1.2M |
| Southeastern Asset Management Inc. | 0.06% | No change | 22,863 | $1.1M |
| Cwm, LLC | 0.00% | Add +16.2% | 22,726 | $1.1M |
| Great Lakes Retirement, Inc. | 0.13% | Add +6.2% | 22,195 | $1.1M |
| Autumn Glory Partners, LLC | 0.47% | No change | 21,071 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -62.3% | 20,407 | $979K |
| Greenwood Capital Associates LLC | 0.12% | New | 19,710 | $946K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.7% | 18,700 | $897K |
| Handelsbanken Fonder AB | 0.00% | Reduce -21.9% | 18,500 | $888K |
| Cetera Investment Advisers | 0.00% | Reduce -15.4% | 18,480 | $887K |
| Dark Forest Capital Management LP | 0.04% | Reduce -46.5% | 18,375 | $882K |
| Calton & Associates, Inc. | 0.14% | Add +22.1% | 31,411 | $832K |
| Banque Pictet & Cie SA | 0.01% | Reduce -6.3% | 16,683 | $800K |
| CPC Advisors, LLC | 0.10% | New | 16,240 | $779K |
| Frank, Rimerman Advisors LLC | 0.05% | New | 16,087 | $772K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -27.2% | 15,600 | $748K |
| Creative Planning | 0.00% | Add +23.5% | 14,337 | $688K |
| Gilman Hill Asset Management, LLC | 0.11% | Add +14.2% | 14,090 | $676K |
| Wellington Management Group LLP | 0.00% | Add +34.1% | 12,924 | $620K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.6% | 12,462 | $598K |
| Centennial Wealth Advisory LLC | 0.18% | New | 11,911 | $572K |
| Claro Advisors Inc. | 0.09% | Reduce -0.5% | 11,899 | $571K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +90.0% | 11,826 | $567K |
| NewEdge Wealth, LLC | 0.01% | No change | 11,052 | $567K |
| Future Fund LLC | 0.25% | Add +20.7% | 11,684 | $561K |
| National Bank of Canada | 0.00% | Add +3.7% | 11,656 | $559K |
| Bleakley Financial Group, LLC | 0.01% | Add +5.4% | 11,439 | $549K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.3% | 11,239 | $539K |
| Sciencast Management LP | 0.11% | New | 11,100 | $533K |
| Amica Retiree Medical Trust | 0.76% | Add +44.4% | 10,922 | $524K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.9% | 10,633 | $510K |
| Captrust Financial Advisors | 0.00% | New | 10,352 | $497K |
| New York State Teachers Retirement System | 0.00% | No change | 10,013 | $480K |
| SummitTX Capital, L.P. | 0.02% | Add +72.2% | 9,761 | $468K |
| Keybank National Association | 0.00% | Add +7.8% | 9,600 | $461K |
| Ascent Group, LLC | 0.02% | Reduce -32.9% | 9,516 | $457K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 9,097 | $436K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.5% | 8,542 | $430K |
| O'ROURKE & COMPANY, Inc | 0.20% | Reduce -7.4% | 8,964 | $430K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 8,734 | $419K |
| Wolverine Trading, LLC | 0.01% | Reduce -32.8% | 8,741 | $418K |
| Pathstone Holdings, LLC | 0.00% | New | 8,701 | $417K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,275 | $397K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +49.0% | 8,152 | $391K |
| North Star Investment Management Corp. | 0.03% | Reduce -63.1% | 8,125 | $390K |
| Choreo, LLC | 0.01% | Reduce -4.1% | 8,096 | $388K |
| Teza Capital Management LLC | 0.29% | Add +2.4% | 8,059 | $387K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.3% | 8,039 | $386K |
| Gsa Capital Partners LLP | 0.03% | New | 7,992 | $383K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -18.6% | 7,901 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.0% | 7,886 | $378K |
| Prudential Financial Inc. | 0.00% | Add +62.4% | 7,102 | $369K |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.7% | 7,591 | $364K |
| Tradition Wealth Management, LLC | 0.03% | Add +4.5% | 7,590 | $364K |
| Hilltop National Bank | 0.09% | — | 7,441 | $357K |
| International Private Wealth Advisors LLC | 0.30% | New | 7,372 | $354K |
| Xponance LLC | 0.00% | Reduce -49.4% | 7,320 | $351K |
| Vestcor Inc | 0.01% | No change | 7,135 | $342K |
| Amalgamated Bank | 0.00% | Reduce -7.2% | 6,885 | $330K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6,545 | $314K |
| Rothschild Investment LLC | 0.02% | No change | 6,500 | $312K |
| Park Avenue Securities LLC | 0.00% | New | 6,393 | $307K |
| Prosperity Consulting Group, LLC | 0.02% | Add +24.8% | 6,249 | $300K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -35.5% | 6,052 | $290K |
| Sterling Capital Management LLC | 0.00% | Add +707.2% | 5,933 | $285K |
| Ilex Capital Partners (UK) LLP | 0.01% | New | 5,847 | $281K |
| Utah Retirement Systems | 0.00% | Reduce -3.1% | 5,811 | $279K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,115 | $245K |
| Advisors Asset Management, Inc. | 0.00% | Add +14.4% | 5,045 | $242K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 4,952 | $238K |
| Trivium Point Advisory, LLC | 0.02% | New | 4,640 | $223K |
| Absolute Gestao de Investimentos Ltda. | 0.07% | New | 4,594 | $220K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -4.6% | 4,571 | $219K |
| King Wealth Management Group | 0.03% | New | 4,500 | $216K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,405 | $211K |
| Assetmark, Inc. | 0.00% | Reduce -2.0% | 4,389 | $211K |
| Pinebridge Investments, L.P. | 0.00% | New | 4,319 | $207K |
| SageView Advisory Group, LLC | 0.01% | New | 3,711 | $202K |
| AlphaQuest LLC | 0.02% | Add +291.6% | 4,065 | $195K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.2% | 3,664 | $175K |
| Broadwater Capital Management LLC | 0.12% | Add +4698.0% | 148,738 | $149K |
| HM Payson & Co. | 0.00% | Add +49.5% | 3,076 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +35.3% | 3,057 | $147K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $144K |
| KBC Group NV | 0.00% | Reduce -36.2% | 2,989 | $143K |
| Kestra Investment Management, LLC | 0.00% | Add +324.4% | 2,962 | $142K |
| Comerica Bank | 0.00% | Reduce -78.6% | 2,451 | $118K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.1% | 1,924 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +30.2% | 1,943 | $93K |
| Parallel Advisors, LLC | 0.00% | Add +170.8% | 1,771 | $85K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.8% | 1,670 | $80K |
| Covestor Ltd | 0.05% | Add +125.5% | 1,671 | $80K |
| CI Investments Inc. | 0.00% | Reduce -26.1% | 1,627 | $78K |
| Principal Securities, Inc. | 0.00% | Reduce -2.4% | 1,531 | $73K |
| Quantbot Technologies LP | 0.00% | Reduce -96.7% | 1,434 | $69K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $68K |
| IFP Advisors, Inc | 0.00% | Reduce -46.5% | 419 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 1,265 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.0% | 1,169 | $56K |
| Spire Wealth Management | 0.00% | Reduce -12.7% | 1,123 | $54K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,088 | $52K |
| Roxbury Financial LLC | 0.05% | No change | 1,034 | $50K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,023 | $49K |
| GAMMA Investing LLC | 0.00% | Add +57.2% | 918 | $44K |
| Berbice Capital Management LLC | 0.03% | No change | 900 | $43K |
| Richardson Financial Services Inc. | 0.03% | Add +9.4% | 875 | $43K |
| Arax Advisory Partners | 0.00% | Reduce -1.9% | 844 | $40K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 800 | $38K |
| State of Wyoming | 0.00% | New | 799 | $38K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.3% | 796 | $38K |
| US Bancorp \de | 0.00% | Reduce -49.0% | 715 | $34K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 632 | $30K |
| Global Retirement Partners, LLC | 0.00% | — | 589 | $28K |
| MAI Capital Management | 0.00% | Add +2.2% | 516 | $25K |
| TD Capital Management LLC | 0.00% | New | 505 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | New | 500 | $24K |
| Signaturefd, LLC | 0.00% | Add +71.1% | 467 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 458 | $22K |
| Danske Bank A/S | 0.00% | Reduce -98.8% | 437 | $21K |
| MCF Advisors LLC | 0.00% | Reduce -47.1% | 430 | $21K |
| Whittier Trust Co. | 0.00% | No change | 424 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 410 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $19K |
| Ancora Advisors LLC | 0.00% | New | 400 | $19K |
| Manchester Capital Management LLC | 0.00% | New | 366 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 350 | $17K |
| Brooklyn Investment Group | 0.00% | Add +85.6% | 349 | $17K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 317 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 292 | $14K |
| Allworth Financial LP | 0.00% | Add +63.1% | 292 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 240 | $12K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 224 | $11K |
| Group One Trading LLC | 0.00% | Reduce -93.1% | 205 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | — | 195 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 195 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -9.2% | 167 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 150 | $7K |
| Private Trust Co. NA | 0.00% | No change | 120 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 100 | $5K |
| GoalVest Advisory LLC | 0.00% | New | 100 | $5K |
| Clearstead Trust, LLC | 0.00% | Reduce -43.6% | 84 | $4K |
| City State Bank | 0.00% | Reduce -25.0% | 75 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 69 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.5% | 69 | $3K |
| Huntington National Bank | 0.00% | Add +6000.0% | 61 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.4% | 59 | $3K |
| Logan Capital Management Inc. | 0.00% | Add +1.8% | 57 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 56 | $3K |
| Curat Global, LLC | 0.00% | No change | 50 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 45 | $2K |
| Evergreen Private Wealth LLC | 0.00% | New | 42 | $2K |
| Hemington Wealth Management | 0.00% | Add +20.0% | 54 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 35 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -49.3% | 34 | $2K |
| Globeflex Capital L P | 0.00% | New | 33 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +342.9% | 31 | $1K |
| Blue Trust, Inc. | 0.00% | New | 28 | $1K |
| Essential Partners LLC | 0.00% | — | 26 | $1K |
| Larson Financial Group LLC | 0.00% | Add +109.1% | 23 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 22 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $720 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -25.0% | 15 | $720 |
| Fortitude Family Office, LLC | 0.00% | New | 12 | $576 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 12 | $576 |
| AdvisorNet Financial, Inc | 0.00% | Add +71.4% | 12 | $576 |
| Cromwell Holdings LLC | 0.00% | New | 10 | $480 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $336 |
| Quaker Wealth Management, LLC | 0.00% | — | 6 | $288 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $240 |
| HFM Investment Advisors, LLC | 0.00% | Add +300.0% | 4 | $192 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -57.1% | 3 | $144 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $144 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 3 | $143 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $108 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $48 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $48 |
| Hantz Financial Services, Inc. | 0.00% | Add +233.3% | 10 | $0 |
"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.