LazardLAZ
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 338 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 39 from Q2 2025. 72 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($590.1M), FMR LLC ($563.6M) and T. Rowe Price Associates Inc. ($409.5M). 10 famous investors held it, including John W. Rogers Jr. (3.0% 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $97.0M |
| Exits | 32 | $87.4M |
All 13F filers, Q2 2025 → Q3 2025: 4,679,556 shares bought and 6,336,514 shares sold, net −1,656,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Vanguard Group Inc. | 0.01% | Add +2.2% | 11,180,752 | $590.1M |
| FMR LLC | 0.03% | Reduce -5.2% | 10,678,605 | $563.6M |
| T. Rowe Price Associates Inc. | 0.04% | Add +12.1% | 7,759,451 | $409.5M |
| BlackRock, Inc. | 0.01% | Reduce -4.4% | 7,324,182 | $386.6M |
| Ariel Investments | 2.96% | Reduce -8.8% | 5,245,889 | $276.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.5% | 2,350,666 | $124.1M |
| Capital Research Global Investors | 0.02% | Reduce -5.5% | 2,235,512 | $118.0M |
| State Street Corp. | 0.00% | Reduce -4.8% | 2,006,785 | $105.9M |
| Victory Capital Management Inc. | 0.06% | Reduce -1.3% | 1,889,534 | $99.7M |
| Ameriprise Financial Inc. | 0.02% | Add +11.3% | 1,884,093 | $99.4M |
| Fisher Asset Management | 0.03% | Add +1.2% | 1,722,504 | $90.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.7% | 1,620,282 | $85.5M |
| Epoch Investment Partners, Inc. | 0.47% | Reduce -2.0% | 1,610,612 | $85.0M |
| Principal Financial Group Inc. | 0.04% | Reduce -10.7% | 1,588,341 | $83.8M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 1,481,199 | $78.2M |
| Janus Henderson Group PLC | 0.03% | Add +0.2% | 1,359,467 | $71.8M |
| Voya Investment Management LLC | 0.07% | Add +11.8% | 1,165,822 | $61.5M |
| Invesco Ltd. | 0.01% | Reduce -6.2% | 1,134,163 | $59.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,052,326 | $55.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.6% | 862,408 | $45.5M |
| Royce & Associates LP | 0.44% | Reduce -7.2% | 845,137 | $44.6M |
| Royal Bank of Canada | 0.01% | Reduce -13.6% | 808,851 | $42.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.7% | 613,849 | $32.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 592,316 | $31.3M |
| Ranger Investment Management, L.P. | 2.15% | Add +15.7% | 584,890 | $30.9M |
| Federated Hermes, Inc. | 0.05% | Reduce -1.8% | 574,286 | $30.3M |
| First Trust Advisors LP | 0.02% | Add +35.1% | 419,334 | $22.1M |
| Bank of America Corp. | 0.00% | Reduce -16.9% | 405,830 | $21.4M |
| Walleye Capital LLC | 0.18% | New | 369,972 | $19.5M |
| Crawford Investment Counsel Inc. | 0.32% | Reduce -3.3% | 361,336 | $19.1M |
| Citigroup Inc. | 0.01% | Reduce -2.6% | 358,218 | $18.9M |
| AE Wealth Management LLC | 0.12% | Add +3.8% | 351,265 | $18.5M |
| Mackenzie Financial Corp. | 0.02% | Add +1065.3% | 347,564 | $18.3M |
| Alyeska Investment Group, L.P. | 0.06% | New | 344,843 | $18.2M |
| MetLife Investment Management, LLC | 0.09% | Add +16.6% | 336,328 | $17.8M |
| Citadel Advisors | 0.01% | Add +133.6% | 318,788 | $16.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -30.8% | 314,230 | $16.6M |
| GW Henssler & Associates Ltd. | 0.80% | Reduce -1.1% | 304,331 | $16.1M |
| Nuveen, LLC | 0.00% | Add +53.3% | 295,596 | $15.6M |
| Penn Capital Management Company, LLC | 1.12% | Add +18.6% | 274,807 | $14.5M |
| Jane Street Group, LLC | 0.01% | Add +73.0% | 235,380 | $12.4M |
| Susquehanna International Group, LLP | 0.02% | Reduce -25.3% | 227,929 | $12.0M |
| New York State Common Retirement Fund | 0.02% | Add +7.9% | 227,030 | $12.0M |
| Bokf, NA | 0.17% | Add +3.8% | 220,443 | $11.6M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | No change | 218,412 | $11.5M |
| Swedbank AB | 0.01% | No change | 207,000 | $10.9M |
| UBS Group AG | 0.00% | Reduce -28.9% | 205,565 | $10.8M |
| California Public Employees Retirement System | 0.01% | Reduce -4.9% | 195,720 | $10.3M |
| Basswood Capital Management, L.L.C. | 0.47% | Reduce -2.7% | 189,816 | $10.0M |
| Crestwood Advisors Group, LLC | 0.17% | Add +0.0% | 183,649 | $9.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -2.6% | 183,520 | $9.7M |
| Swiss National Bank | 0.01% | Add +6.3% | 182,500 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.8% | 177,652 | $9.4M |
| TD Asset Management Inc | 0.01% | Reduce -6.0% | 171,210 | $9.0M |
| State of Alaska, Department of Revenue | 0.09% | Add +2.9% | 171,157 | $9.0M |
| D. E. Shaw & Co. | 0.01% | New | 141,829 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.7% | 138,823 | $7.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -56.5% | 132,500 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 129,171 | $6.8M |
| Two Sigma Investments, LP | 0.01% | Add +5.1% | 125,373 | $6.6M |
| Soros Fund Management | 0.15% | Reduce -22.4% | 124,750 | $6.6M |
| Millennium Management | 0.01% | Add +88.5% | 123,208 | $6.5M |
| Polar Asset Management Partners Inc. | 0.18% | New | 119,218 | $6.3M |
| Amica Mutual Insurance Co. | 0.57% | Reduce -2.2% | 118,028 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.8% | 113,419 | $6.0M |
| Point72 Asset Management | 0.01% | New | 110,349 | $5.8M |
| Cambiar Investors LLC | 0.26% | Reduce -33.2% | 108,596 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Add +0.5% | 107,165 | $5.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 106,479 | $5.6M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 101,205 | $5.3M |
| Focus Partners Wealth | 0.01% | Reduce -0.6% | 100,613 | $5.3M |
| Alps Advisors Inc. | 0.03% | New | 89,892 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +4.2% | 88,188 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -72.8% | 82,177 | $4.3M |
| Credit Agricole S A | 0.01% | — | 77,517 | $4.1M |
| Capital Fund Management S.A. | 0.04% | Add +0.1% | 75,245 | $4.0M |
| AQR Capital Management | 0.00% | Add +11.3% | 70,959 | $3.7M |
| Sei Investments Co. | 0.00% | Add +10.4% | 70,478 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 66,410 | $3.5M |
| Crossmark Global Holdings, Inc. | 0.05% | New | 64,490 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.6% | 63,840 | $3.4M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -0.5% | 63,353 | $3.3M |
| Icon Advisers Inc. | 0.72% | Reduce -5.7% | 61,843 | $3.3M |
| Los Angeles Capital Management LLC | 0.01% | New | 60,701 | $3.2M |
| LPL Financial LLC | 0.00% | Add +72.0% | 60,640 | $3.2M |
| Callahan Advisors, LLC | 0.26% | Reduce -0.5% | 58,684 | $3.1M |
| First National Trust Co | 0.10% | No change | 57,194 | $3.0M |
| Van Berkom & Associates Inc. | 0.08% | New | 55,331 | $2.9M |
| STRS Ohio | 0.01% | Reduce -0.8% | 55,200 | $2.9M |
| Jackson Hole Capital Partners, LLC | 0.49% | Add +4.3% | 54,571 | $2.9M |
| Lesa Sroufe & Co | 2.25% | Add +0.4% | 52,836 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -11.5% | 49,099 | $2.6M |
| Moran Wealth Management, LLC | 0.08% | Reduce -9.1% | 49,070 | $2.6M |
| Paulson Wealth Management Inc. | 0.61% | No change | 48,762 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -61.5% | 47,590 | $2.5M |
| Oliver Luxxe Assets LLC | 0.40% | Add +1.7% | 47,393 | $2.5M |
| Argent Trust Co | 0.09% | Add +0.3% | 46,853 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.06% | No change | 46,085 | $2.4M |
| AMG National Trust Bank | 0.06% | Add +0.6% | 44,214 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +20.0% | 43,621 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.6% | 41,361 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -19.5% | 41,360 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 40,021 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.4% | 39,960 | $2.1M |
| Freemont Management S.A. | 1.61% | Reduce -62.0% | 39,105 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.6% | 37,570 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +43.4% | 37,420 | $2.0M |
| Atom Investors LP | 0.15% | New | 37,141 | $2.0M |
| Algert Global LLC | 0.03% | New | 35,390 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | New | 33,642 | $1.8M |
| HRT Financial LP | 0.01% | New | 31,318 | $1.7M |
| Franklin Resources Inc. | 0.00% | New | 30,885 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.6% | 29,750 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -15.7% | 30,406 | $1.6M |
| Barclays PLC | 0.00% | Reduce -48.4% | 28,839 | $1.5M |
| Ossiam | 0.02% | New | 28,555 | $1.5M |
| Hunter Perkins Capital Management, LLC | 0.33% | No change | 28,525 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +6.2% | 27,859 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.2% | 27,463 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.1% | 27,065 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +11.4% | 26,883 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 26,611 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 26,110 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +40.9% | 26,043 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.1% | 25,514 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.5% | 23,749 | $1.3M |
| Tounjian Advisory Partners, LLC | 0.42% | New | 23,620 | $1.2M |
| National Bank of Canada | 0.00% | Add +100.3% | 23,351 | $1.2M |
| Cwm, LLC | 0.00% | Add +1.2% | 23,007 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 22,921 | $1.2M |
| Southeastern Asset Management Inc. | 0.06% | No change | 22,863 | $1.2M |
| Great Lakes Retirement, Inc. | 0.13% | Add +1.8% | 22,583 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -34.5% | 22,341 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 21,919 | $1.1M |
| Autumn Glory Partners, LLC | 0.46% | No change | 21,071 | $1.1M |
| Creative Planning | 0.00% | Add +43.8% | 20,619 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Add +131.0% | 20,195 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.3% | 19,700 | $1.0M |
| Greenwood Capital Associates LLC | 0.12% | Reduce -3.1% | 19,098 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | Add +0.8% | 18,512 | $977K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,500 | $976K |
| Bridgewater Associates | 0.00% | New | 18,366 | $969K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 17,710 | $935K |
| Riverwater Partners LLC | 0.38% | New | 17,428 | $920K |
| Future Fund LLC | 0.31% | Add +44.0% | 16,823 | $888K |
| Banque Pictet & Cie SA | 0.01% | Reduce -0.6% | 16,578 | $875K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +0.1% | 16,103 | $850K |
| Calton & Associates, Inc. | 0.13% | Reduce -2.7% | 30,558 | $834K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.2% | 15,789 | $833K |
| Lecap Asset Management Ltd. | 0.29% | New | 15,640 | $825K |
| Gilman Hill Asset Management, LLC | 0.12% | No change | 14,090 | $744K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 13,709 | $724K |
| Inceptionr LLC | 0.17% | New | 13,585 | $717K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -56.8% | 13,241 | $699K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +10.8% | 13,099 | $691K |
| Centennial Wealth Advisory LLC | 0.18% | Add +3.6% | 12,340 | $651K |
| Caption Management, LLC | 0.04% | New | 11,900 | $628K |
| Claro Advisors Inc. | 0.09% | No change | 11,899 | $628K |
| Captrust Financial Advisors | 0.00% | Add +11.8% | 11,578 | $611K |
| XTX Topco Ltd | 0.03% | New | 11,555 | $610K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 10,974 | $579K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.9% | 10,883 | $574K |
| Amica Retiree Medical Trust | 0.77% | Reduce -2.1% | 10,695 | $564K |
| Ensign Peak Advisors, Inc | 0.00% | New | 10,450 | $552K |
| NewEdge Wealth, LLC | 0.01% | No change | 11,052 | $549K |
| Keybank National Association | 0.00% | Add +7.1% | 10,280 | $543K |
| Natixis | 0.00% | New | 10,175 | $537K |
| TD Private Client Wealth LLC | 0.01% | Reduce -87.1% | 10,075 | $532K |
| Impact Partnership Wealth, LLC | 0.08% | New | 10,063 | $531K |
| BNP Paribas Financial Markets | 0.00% | Add +24.6% | 10,018 | $529K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,669 | $510K |
| Pathstone Holdings, LLC | 0.00% | Add +10.5% | 9,617 | $508K |
| Tradition Wealth Management, LLC | 0.04% | Add +24.8% | 9,475 | $500K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.9% | 9,283 | $490K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +5.7% | 9,234 | $487K |
| Ascent Group, LLC | 0.02% | Reduce -9.6% | 8,601 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.2% | 9,071 | $453K |
| Neuberger Berman Group LLC | 0.00% | Add +10.0% | 8,347 | $441K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.4% | 8,242 | $435K |
| North Star Investment Management Corp. | 0.03% | No change | 8,125 | $429K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.7% | 7,901 | $417K |
| O'ROURKE & COMPANY, Inc | 0.17% | Reduce -13.3% | 7,767 | $410K |
| Weiss Asset Management LP | 0.01% | Reduce -86.4% | 7,556 | $399K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 7,471 | $394K |
| Hilltop National Bank | 0.10% | No change | 7,441 | $393K |
| Vestcor Inc | 0.01% | No change | 7,135 | $377K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +57.3% | 6,929 | $366K |
| Prudential Financial Inc. | 0.00% | Reduce -9.0% | 6,462 | $341K |
| International Private Wealth Advisors LLC | 0.21% | Reduce -13.4% | 6,381 | $337K |
| Bayesian Capital Management, LP | 0.07% | New | 6,366 | $336K |
| Prosperity Consulting Group, LLC | 0.02% | Add +0.5% | 6,280 | $331K |
| Xponance LLC | 0.00% | Reduce -15.0% | 6,222 | $328K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -22.8% | 6,101 | $322K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -0.8% | 6,002 | $317K |
| Amalgamated Bank | 0.00% | Reduce -13.0% | 5,992 | $316K |
| Infrastructure Capital Advisors, LLC | 0.06% | New | 6,397 | $309K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 5,791 | $306K |
| Leuthold Group, LLC | 0.03% | New | 5,594 | $295K |
| Park Avenue Securities LLC | 0.00% | Reduce -13.4% | 5,533 | $292K |
| Rothschild Investment LLC | 0.02% | Reduce -15.4% | 5,500 | $290K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 5,338 | $282K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +16.7% | 5,333 | $281K |
| SummitTX Capital, L.P. | 0.01% | Reduce -46.5% | 5,220 | $276K |
| Group One Trading LLC | 0.01% | Add +2388.3% | 5,101 | $269K |
| Utah Retirement Systems | 0.00% | Reduce -15.5% | 4,911 | $259K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -46.8% | 4,839 | $256K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -4.5% | 4,816 | $254K |
| Jones Financial Companies LLLP | 0.00% | Add +27.7% | 4,680 | $253K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,756 | $251K |
| Sterling Capital Management LLC | 0.00% | Reduce -22.3% | 4,612 | $243K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -10.3% | 4,587 | $242K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 4,539 | $240K |
| King Wealth Management Group | 0.03% | No change | 4,500 | $238K |
| Lazard Freres Gestion S.A.S. | 0.00% | Add +0.0% | 4,500 | $237K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,416 | $233K |
| Private Advisor Group, LLC | 0.00% | New | 4,280 | $226K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -11.8% | 4,090 | $216K |
| Empowered Funds, LLC | 0.00% | New | 4,083 | $216K |
| GAMCO Investors | 0.00% | New | 4,000 | $211K |
| Evergreen Capital Management LLC | 0.00% | New | 3,921 | $207K |
| Uhlmann Price Securities, LLC | 0.13% | New | 3,900 | $206K |
| one8zero8, LLC | 0.04% | New | 3,900 | $206K |
| AlphaQuest LLC | 0.01% | Reduce -4.2% | 3,895 | $206K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.5% | 3,652 | $193K |
| Point72 (DIFC) Ltd | 0.01% | New | 3,335 | $176K |
| Abich Financial Wealth Management LLC | 0.06% | — | 3,162 | $167K |
| Broadwater Capital Management LLC | 0.12% | Reduce -97.9% | 3,100 | $164K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $158K |
| KBC Group NV | 0.00% | No change | 2,989 | $158K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Add +150.8% | 2,729 | $144K |
| Comerica Bank | 0.00% | Reduce -6.6% | 2,289 | $121K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 2,107 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.9% | 1,941 | $100K |
| Parallel Advisors, LLC | 0.00% | Add +3.3% | 1,830 | $97K |
| Principal Securities, Inc. | 0.00% | Add +9.9% | 1,682 | $89K |
| US Bancorp \de | 0.00% | Add +122.1% | 1,588 | $84K |
| Westfuller Advisors, LLC | 0.04% | New | 1,581 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 1,435 | $76K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $75K |
| Spire Wealth Management | 0.00% | Add +15.1% | 1,293 | $68K |
| Arax Advisory Partners | 0.00% | Add +46.2% | 1,234 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.3% | 1,122 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.7% | 1,091 | $58K |
| Acadian Asset Management LLC | 0.00% | New | 1,063 | $56K |
| Roxbury Financial LLC | 0.05% | No change | 1,034 | $55K |
| GAMMA Investing LLC | 0.00% | Add +9.3% | 1,003 | $53K |
| Bessemer Group Inc. | 0.00% | New | 947 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -45.1% | 917 | $48K |
| Berbice Capital Management LLC | 0.03% | No change | 900 | $48K |
| CI Investments Inc. | 0.00% | Reduce -48.7% | 834 | $44K |
| IFP Advisors, Inc | 0.00% | Add +96.4% | 823 | $43K |
| HM Payson & Co. | 0.00% | Reduce -73.3% | 822 | $43K |
| Richardson Financial Services Inc. | 0.03% | Reduce -6.9% | 815 | $43K |
| State of Wyoming | 0.00% | Add +1.4% | 810 | $43K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 803 | $42K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 800 | $42K |
| Covestor Ltd | 0.02% | Reduce -53.4% | 779 | $41K |
| Costello Asset Management, INC | 0.01% | New | 700 | $37K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 632 | $33K |
| Signaturefd, LLC | 0.00% | Add +10.9% | 518 | $27K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 510 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 500 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 458 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1176.5% | 434 | $23K |
| MCF Advisors LLC | 0.00% | No change | 430 | $23K |
| MAI Capital Management | 0.00% | Reduce -16.7% | 430 | $23K |
| Whittier Trust Co. | 0.00% | No change | 424 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 410 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -35.1% | 382 | $20K |
| Manchester Capital Management LLC | 0.00% | No change | 366 | $19K |
| Sound Income Strategies, LLC | 0.00% | New | 370 | $18K |
| Allworth Financial LP | 0.00% | Add +15.8% | 338 | $18K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 317 | $17K |
| Danske Bank A/S | 0.00% | Reduce -31.4% | 300 | $16K |
| Point72 Europe (London) LLP | 0.00% | New | 296 | $16K |
| United Community Bank | 0.00% | New | 295 | $16K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 277 | $15K |
| Quadrant Capital Group LLC | 0.00% | New | 255 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | New | 250 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.9% | 221 | $12K |
| Root Financial Partners, LLC | 0.00% | New | 217 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 200 | $11K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 195 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.4% | 181 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 168 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -42.8% | 167 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 164 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 157 | $8K |
| Boreal Capital Management LLC | 0.01% | New | 154 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 150 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 150 | $8K |
| Salomon & Ludwin, LLC | 0.00% | New | 143 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 100 | $5K |
| FIL Ltd | 0.00% | Reduce -100.0% | 99 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 84 | $4K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 75 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 69 | $4K |
| Huntington National Bank | 0.00% | No change | 61 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 57 | $3K |
| Hemington Wealth Management | 0.00% | Add +33.3% | 72 | $3K |
| Curat Global, LLC | 0.00% | No change | 50 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.2% | 46 | $2K |
| Quent Capital, LLC | 0.00% | New | 45 | $2K |
| WPG Advisers, LLC | 0.00% | New | 43 | $2K |
| Evergreen Private Wealth LLC | 0.00% | No change | 42 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 35 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +6.5% | 33 | $2K |
| Essential Partners LLC | 0.00% | Add +26.9% | 33 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 32 | $2K |
| UMB Bank, n.a. | 0.00% | New | 31 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 28 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +100.0% | 24 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 23 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 10 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $792 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $739 |
| True Wealth Design, LLC | 0.00% | No change | 12 | $634 |
| Versant Capital Management, Inc | 0.00% | Reduce -78.6% | 12 | $633 |
| AdvisorNet Financial, Inc | 0.00% | No change | 12 | $633 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +57.1% | 11 | $629 |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $528 |
| Rialto Wealth Management, LLC | 0.00% | Add +133.3% | 7 | $370 |
| Binnacle Investments Inc | 0.00% | New | 6 | $317 |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $317 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 6 | $317 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 6 | $317 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $264 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $263 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 4 | $211 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -97.1% | 2 | $106 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $53 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $53 |
| Cloud Capital Management, LLC | 0.00% | New | 15 | $0 |
"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.