LazardLAZ

13F holders, Q3 2025 (September 30)
338holders +39
72new positions
32sold out
10famous investors
$52.77avg. 13F price*

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

0100200300400 Q1 2024: 221Q1 2024Q2 2024: 255Q2 2024Q3 2024: 271Q3 2024Q4 2024: 291Q4 2024Q1 2025: 286Q1 2025Q2 2025: 299Q2 2025Q3 2025: 338Q3 2025Q4 2025: 334Q4 2025Q1 2026: 335Q1 2026Q2 2026: 344Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$97.0M
Exits32$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.