LazardLAZ
13F holders, Q4 2025 (December 31)334holders −4
43new positions
51sold out
8famous investors
$48.55avg. 13F price*
At the end of Q4 2025, 334 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, down 4 from Q3 2025. 43 opened new positions and 51 sold out. The largest holders were FMR LLC ($546.8M), Vanguard Group Inc. ($541.4M) and T. Rowe Price Associates Inc. ($427.7M). 8 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lazard Inc.
- CUSIP
- 52110M109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $87.3M |
| Exits | 51 | $54.5M |
All 13F filers, Q3 2025 → Q4 2025: 6,146,191 shares bought and 3,028,841 shares sold, net +3,117,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| FMR LLC | 0.03% | Add +5.4% | 11,259,460 | $546.8M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 11,149,582 | $541.4M |
| T. Rowe Price Associates Inc. | 0.05% | Add +13.5% | 8,807,320 | $427.7M |
| BlackRock, Inc. | 0.01% | Add +1.4% | 7,426,222 | $360.6M |
| Ariel Investments | 2.78% | Add +1.0% | 5,296,822 | $257.2M |
| Capital Research Global Investors | 0.02% | Add +9.9% | 2,456,726 | $119.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 2,357,095 | $114.5M |
| Victory Capital Management Inc. | 0.05% | Add +2.1% | 1,929,435 | $93.7M |
| State Street Corp. | 0.00% | Reduce -6.2% | 1,882,887 | $91.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.8% | 1,830,720 | $88.9M |
| Fisher Asset Management | 0.03% | Add +2.2% | 1,760,637 | $85.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.5% | 1,726,416 | $83.8M |
| Norges Bank | 0.01% | — | 1,650,918 | $80.2M |
| Epoch Investment Partners, Inc. | 0.43% | Reduce -2.9% | 1,563,208 | $75.9M |
| Morgan Stanley | 0.00% | Add +4.5% | 1,548,429 | $75.2M |
| Principal Financial Group Inc. | 0.04% | Reduce -6.8% | 1,480,268 | $71.9M |
| Janus Henderson Group PLC | 0.03% | Add +1.7% | 1,382,751 | $67.1M |
| Voya Investment Management LLC | 0.07% | Add +9.2% | 1,272,464 | $61.8M |
| Invesco Ltd. | 0.01% | Add +1.1% | 1,146,174 | $55.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 1,048,212 | $50.9M |
| Royce & Associates LP | 0.44% | Add +6.1% | 896,328 | $43.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 861,179 | $41.8M |
| Citadel Advisors | 0.02% | Add +105.9% | 656,289 | $31.9M |
| Ranger Investment Management, L.P. | 1.94% | Reduce -0.5% | 582,002 | $28.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 572,182 | $27.8M |
| First Trust Advisors LP | 0.02% | Add +29.9% | 544,626 | $26.4M |
| Royal Bank of Canada | 0.00% | Reduce -34.0% | 534,058 | $25.9M |
| Federated Hermes, Inc. | 0.04% | Reduce -9.7% | 518,518 | $25.2M |
| Algebris (uk) Ltd. | 1.96% | New | 502,730 | $24.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.3% | 501,754 | $24.4M |
| Crawford Investment Counsel Inc. | 0.29% | Add +0.4% | 362,741 | $17.6M |
| AE Wealth Management LLC | 0.10% | Add +3.1% | 362,304 | $17.6M |
| Two Sigma Investments, LP | 0.03% | Add +179.8% | 350,818 | $17.0M |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 349,336 | $17.0M |
| MetLife Investment Management, LLC | 0.08% | Add +0.1% | 336,588 | $16.3M |
| UBS Group AG | 0.00% | Add +61.7% | 332,333 | $16.1M |
| Citigroup Inc. | 0.01% | Reduce -8.1% | 329,085 | $16.0M |
| Woodline Partners LP | 0.06% | New | 314,530 | $15.3M |
| Nuveen, LLC | 0.00% | Add +1.1% | 298,710 | $14.5M |
| Basswood Capital Management, L.L.C. | 0.63% | Add +54.8% | 293,883 | $14.3M |
| GW Henssler & Associates Ltd. | 0.68% | Reduce -4.6% | 290,405 | $14.1M |
| Jane Street Group, LLC | 0.02% | Add +11.8% | 263,246 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -16.4% | 262,748 | $12.8M |
| Penn Capital Management Company, LLC | 1.02% | Reduce -4.7% | 261,866 | $12.8M |
| Susquehanna International Group, LLP | 0.02% | Add +13.7% | 259,128 | $12.6M |
| Walleye Capital LLC | 0.08% | Reduce -30.4% | 257,311 | $12.5M |
| New York State Common Retirement Fund | 0.01% | No change | 227,030 | $11.0M |
| Susquehanna Portfolio Strategies, LLC | 0.16% | No change | 218,412 | $10.6M |
| AQR Capital Management | 0.01% | Add +193.4% | 208,203 | $10.1M |
| Swedbank AB | 0.01% | No change | 207,000 | $10.1M |
| Squarepoint Ops LLC | 0.02% | New | 197,134 | $9.6M |
| Crestwood Advisors Group, LLC | 0.16% | Add +7.2% | 196,848 | $9.6M |
| Amica Mutual Insurance Co. | 0.80% | Add +60.9% | 189,903 | $9.2M |
| Swiss National Bank | 0.01% | Add +1.9% | 186,000 | $9.0M |
| California Public Employees Retirement System | 0.01% | Reduce -5.0% | 185,834 | $9.0M |
| Bokf, NA | 0.14% | Reduce -16.0% | 185,196 | $9.0M |
| State of Alaska, Department of Revenue | 0.09% | Add +6.0% | 181,368 | $8.8M |
| Buck Wealth Strategies, LLC | 1.12% | New | 180,962 | $8.8M |
| TD Asset Management Inc | 0.01% | Add +4.5% | 178,961 | $8.7M |
| Purpose Unlimited Inc. | 0.40% | — | 176,526 | $8.6M |
| Dark Forest Capital Management LP | 0.39% | Add +842.2% | 174,421 | $8.5M |
| Two Sigma Advisers, LP | 0.01% | Add +17.0% | 155,000 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +12.1% | 144,846 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.1% | 134,514 | $6.5M |
| Point72 Asset Management | 0.01% | Add +21.9% | 134,480 | $6.5M |
| Capital Fund Management S.A. | 0.06% | Add +78.7% | 134,459 | $6.5M |
| Nomura Asset Management International Inc. | 0.01% | — | 128,617 | $6.2M |
| ExodusPoint Capital Management, LP | 0.07% | New | 125,005 | $6.1M |
| Cambiar Investors LLC | 0.27% | Add +13.2% | 122,970 | $6.0M |
| Freemont Management S.A. | 1.11% | Add +197.2% | 116,205 | $5.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.5% | 106,611 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.3% | 106,249 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +0.1% | 100,735 | $4.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -31.8% | 96,761 | $4.7M |
| Legal & General Group Plc | 0.00% | Reduce -8.6% | 92,509 | $4.5M |
| California State Teachers Retirement System | 0.00% | Add +1.4% | 89,443 | $4.3M |
| Rhumbline Advisers | 0.00% | Reduce -17.2% | 88,158 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | New | 88,131 | $4.3M |
| Alps Advisors Inc. | 0.02% | Reduce -6.2% | 84,358 | $4.1M |
| Barclays PLC | 0.00% | Add +179.1% | 80,483 | $3.9M |
| Millennium Management | 0.00% | Reduce -36.2% | 78,642 | $3.8M |
| Credit Agricole S A | 0.01% | No change | 77,517 | $3.8M |
| Algert Global LLC | 0.05% | Add +104.9% | 72,520 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 68,642 | $3.3M |
| Sei Investments Co. | 0.00% | Reduce -6.0% | 66,217 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.5% | 66,102 | $3.2M |
| Icon Advisers Inc. | 0.66% | No change | 61,843 | $3.0M |
| Los Angeles Capital Management LLC | 0.01% | No change | 60,701 | $3.0M |
| Van Berkom & Associates Inc. | 0.08% | Add +9.0% | 60,317 | $2.9M |
| Lighthouse Investment Partners, LLC | 0.10% | New | 59,436 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | New | 58,059 | $2.8M |
| First National Trust Co | 0.09% | No change | 57,194 | $2.8M |
| Callahan Advisors, LLC | 0.22% | Reduce -4.1% | 56,271 | $2.7M |
| Leuthold Group, LLC | 0.29% | Add +888.0% | 55,271 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -12.8% | 55,266 | $2.7M |
| STRS Ohio | 0.01% | Add +0.0% | 55,204 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 53,025 | $2.6M |
| Lesa Sroufe & Co | 1.91% | Reduce 0.0% | 52,834 | $2.6M |
| Jackson Hole Capital Partners, LLC | 0.44% | Reduce -3.3% | 52,779 | $2.6M |
| M&T Bank Corp | 0.01% | Add +1.5% | 49,835 | $2.4M |
| Paulson Wealth Management Inc. | 0.55% | No change | 48,762 | $2.4M |
| Oliver Luxxe Assets LLC | 0.35% | Add +0.5% | 47,628 | $2.3M |
| Argent Trust Co | 0.08% | Add +1.2% | 47,400 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.8% | 46,275 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 46,085 | $2.2M |
| Moran Wealth Management, LLC | 0.07% | Reduce -6.7% | 45,794 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.5% | 44,794 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -26.7% | 44,440 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.3% | 42,173 | $2.0M |
| AMG National Trust Bank | 0.05% | Reduce -5.8% | 41,663 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | New | 40,842 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.2% | 40,439 | $2.0M |
| National Bank of Canada | 0.00% | Add +67.2% | 39,034 | $1.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 38,546 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +24.6% | 38,499 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 38,483 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.05% | New | 38,220 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +67.2% | 37,352 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -79.0% | 37,234 | $1.8M |
| Creative Planning | 0.00% | Add +75.8% | 36,248 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 33,642 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -53.8% | 29,821 | $1.4M |
| Riverwater Partners LLC | 0.56% | Add +71.0% | 29,801 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.0% | 29,189 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.33% | New | 29,007 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.9% | 27,911 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +0.4% | 27,572 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.1% | 26,490 | $1.3M |
| Cwm, LLC | 0.00% | Add +14.4% | 26,327 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -5.6% | 26,295 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -4.0% | 25,077 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.28% | Reduce -12.1% | 25,070 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +7.7% | 24,687 | $1.2M |
| Great Lakes Retirement, Inc. | 0.12% | Add +7.3% | 24,229 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | No change | 23,749 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 23,694 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 23,598 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -37.2% | 23,486 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.39% | Reduce -0.8% | 23,444 | $1.1M |
| Altfest L J & Co. Inc. | 0.12% | New | 23,392 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -13.9% | 22,432 | $1.1M |
| Mork Capital Management, LLC | 0.66% | New | 22,250 | $1.1M |
| Autumn Glory Partners, LLC | 0.38% | Add +4.8% | 22,086 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -93.9% | 21,155 | $1.0M |
| Intercapital, LLC | 0.52% | — | 20,500 | $995K |
| Captrust Financial Advisors | 0.00% | Add +75.5% | 20,325 | $987K |
| KLP Kapitalforvaltning As | 0.00% | Add +2.5% | 20,200 | $981K |
| Greenwood Capital Associates LLC | 0.11% | Add +5.5% | 20,139 | $978K |
| Southeastern Asset Management Inc. | 0.04% | Reduce -18.6% | 18,608 | $904K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,500 | $898K |
| EFG International AG | 0.02% | — | 17,622 | $856K |
| Calton & Associates, Inc. | 0.13% | Add +1.9% | 31,154 | $855K |
| Atom Investors LP | 0.07% | Reduce -53.0% | 17,437 | $847K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.3% | 16,468 | $800K |
| Entropy Technologies, LP | 0.04% | New | 16,153 | $784K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -0.1% | 16,079 | $781K |
| Gilman Hill Asset Management, LLC | 0.12% | Add +11.5% | 15,715 | $763K |
| Future Fund LLC | 0.23% | Reduce -12.0% | 14,807 | $719K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.6% | 14,752 | $716K |
| Lecap Asset Management Ltd. | 0.28% | Reduce -6.9% | 14,563 | $707K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.3% | 14,475 | $703K |
| Banque Pictet & Cie SA | 0.01% | Reduce -19.0% | 13,421 | $652K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.0% | 12,963 | $629K |
| Centennial Wealth Advisory LLC | 0.16% | Add +3.7% | 12,795 | $621K |
| Corient Private Wealth LP | 0.00% | New | 12,682 | $616K |
| Bridgewater Associates | 0.00% | Reduce -33.0% | 12,307 | $598K |
| Lawood & Co. | 0.56% | — | 12,070 | $586K |
| Keybank National Association | 0.00% | Add +16.6% | 11,983 | $582K |
| Caption Management, LLC | 0.03% | No change | 11,900 | $578K |
| Claro Advisors Inc. | 0.08% | Reduce -0.2% | 11,878 | $577K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,595 | $563K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 11,060 | $537K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.6% | 10,822 | $526K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +42.9% | 9,899 | $481K |
| Neuberger Berman Group LLC | 0.00% | Add +16.8% | 9,749 | $473K |
| EntryPoint Capital, LLC | 0.18% | New | 9,665 | $469K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 9,620 | $467K |
| Quantbot Technologies LP | 0.02% | New | 9,501 | $461K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 9,234 | $448K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.7% | 8,556 | $435K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.1% | 8,825 | $429K |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.4% | 8,736 | $424K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.7% | 8,586 | $417K |
| Private Advisor Group, LLC | 0.00% | Add +98.9% | 8,514 | $413K |
| TD Private Client Wealth LLC | 0.01% | Reduce -16.3% | 8,433 | $410K |
| DAVENPORT & Co LLC | 0.00% | Add +1.2% | 8,342 | $405K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -11.6% | 8,207 | $399K |
| North Star Investment Management Corp. | 0.02% | No change | 8,125 | $395K |
| Evergreen Capital Management LLC | 0.01% | Add +101.7% | 7,909 | $384K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 7,775 | $378K |
| Jump Financial, LLC | 0.01% | New | 7,700 | $374K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -18.8% | 7,695 | $374K |
| O'ROURKE & COMPANY, Inc | 0.14% | Reduce -1.2% | 7,674 | $373K |
| Inceptionr LLC | 0.10% | Reduce -45.1% | 7,463 | $362K |
| Hilltop National Bank | 0.09% | No change | 7,441 | $361K |
| Vestcor Inc | 0.01% | No change | 7,135 | $346K |
| Amalgamated Bank | 0.00% | Add +16.5% | 6,983 | $339K |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.3% | 6,862 | $333K |
| International Private Wealth Advisors LLC | 0.20% | Add +4.8% | 6,688 | $325K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.7% | 6,496 | $315K |
| Xponance LLC | 0.00% | Add +3.7% | 6,454 | $313K |
| Infrastructure Capital Advisors, LLC | 0.05% | No change | 6,397 | $311K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.2% | 6,390 | $310K |
| Axq Capital, LP | 0.07% | New | 6,216 | $302K |
| Bayforest Capital Ltd | 0.22% | New | 6,078 | $295K |
| Armistice Capital, LLC | 0.01% | New | 6,064 | $294K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -3.9% | 6,036 | $293K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -1.4% | 5,916 | $287K |
| Z3 Capital Partners, LLC | 0.07% | — | 5,905 | $287K |
| Amundi | 0.00% | New | 5,734 | $278K |
| Rothschild Investment LLC | 0.01% | Add +0.7% | 5,538 | $269K |
| Ascent Group, LLC | 0.01% | Reduce -36.4% | 5,469 | $266K |
| Utah Retirement Systems | 0.00% | No change | 4,911 | $238K |
| 1492 Capital Management LLC | 0.09% | New | 4,863 | $236K |
| Mach-1 Financial Group, LLC | 0.05% | New | 4,853 | $236K |
| Jones Financial Companies LLLP | 0.00% | Add +3.0% | 4,820 | $234K |
| Global Retirement Partners, LLC | 0.00% | Add +1140.8% | 4,740 | $230K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.3% | 4,629 | $230K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -55.0% | 4,700 | $228K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.9% | 4,675 | $227K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -13.7% | 4,603 | $224K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,587 | $223K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -65.8% | 4,524 | $220K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.1% | 4,515 | $219K |
| King Wealth Management Group | 0.03% | No change | 4,500 | $219K |
| Lazard Freres Gestion S.A.S. | 0.00% | No change | 4,500 | $218K |
| NewEdge Advisors, LLC | 0.00% | Add +455.3% | 4,459 | $217K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 4,416 | $214K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,355 | $211K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 4,292 | $208K |
| AlphaQuest LLC | 0.01% | Add +0.7% | 3,922 | $190K |
| State of Wyoming | 0.02% | Add +353.5% | 3,673 | $178K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 3,450 | $168K |
| Simplex Trading, LLC | 0.00% | New | 3,307 | $161K |
| Delta Asset Management LLC | 0.01% | No change | 3,000 | $146K |
| KBC Group NV | 0.00% | No change | 2,989 | $145K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.2% | 2,294 | $111K |
| Comerica Bank | 0.00% | Reduce -10.8% | 2,042 | $99K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 1,840 | $89K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,564 | $76K |
| Westfuller Advisors, LLC | 0.03% | Reduce -2.0% | 1,550 | $75K |
| V-Square Quantitative Management LLC | 0.01% | New | 1,550 | $75K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,420 | $69K |
| Spire Wealth Management | 0.00% | Add +8.0% | 1,397 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.0% | 1,335 | $65K |
| US Bancorp \de | 0.00% | Reduce -17.8% | 1,306 | $63K |
| Broadwater Capital Management LLC | 0.04% | Reduce -60.0% | 1,240 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.3% | 1,160 | $56K |
| GAMMA Investing LLC | 0.00% | Add +13.3% | 1,136 | $55K |
| Roxbury Financial LLC | 0.05% | No change | 1,034 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.1% | 997 | $48K |
| IFP Advisors, Inc | 0.00% | Add +19.1% | 980 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.2% | 897 | $44K |
| HM Payson & Co. | 0.00% | No change | 822 | $40K |
| Richardson Financial Services Inc. | 0.01% | No change | 815 | $40K |
| Triumph Capital Management | 0.01% | New | 800 | $39K |
| Arax Advisory Partners | 0.00% | Reduce -41.6% | 720 | $35K |
| Wellington-Altus USA Inc. | 0.03% | — | 712 | $35K |
| Costello Asset Management, INC | 0.01% | No change | 700 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.03% | New | 651 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +59.5% | 590 | $31K |
| Covestor Ltd | 0.02% | Reduce -17.2% | 645 | $31K |
| Signaturefd, LLC | 0.00% | Add +18.1% | 612 | $30K |
| Kestra Advisory Services, LLC | 0.00% | New | 541 | $26K |
| Allworth Financial LP | 0.00% | Add +53.5% | 519 | $25K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 515 | $25K |
| SageView Advisory Group, LLC | 0.00% | New | 497 | $24K |
| Bessemer Group Inc. | 0.00% | Reduce -47.5% | 497 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 458 | $23K |
| Whittier Trust Co. | 0.00% | No change | 424 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 434 | $21K |
| MCF Advisors LLC | 0.00% | No change | 430 | $21K |
| MAI Capital Management | 0.00% | No change | 430 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 410 | $20K |
| Quadrant Capital Group LLC | 0.00% | Add +59.2% | 406 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 400 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 366 | $18K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 317 | $15K |
| Danske Bank A/S | 0.00% | No change | 300 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.5% | 231 | $11K |
| Root Financial Partners, LLC | 0.00% | Add +6.0% | 230 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +41.4% | 222 | $11K |
| FIL Ltd | 0.00% | Add +107.1% | 205 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.9% | 199 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 195 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 167 | $8K |
| Boreal Capital Management LLC | 0.01% | No change | 154 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 143 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | New | 120 | $6K |
| Advocate Investing Services LLC | 0.00% | — | 100 | $5K |
| GoalVest Advisory LLC | 0.00% | No change | 100 | $5K |
| Clearstead Trust, LLC | 0.00% | Add +13.1% | 95 | $5K |
| Essential Partners LLC | 0.00% | Add +181.8% | 93 | $5K |
| Quent Capital, LLC | 0.00% | Add +97.8% | 89 | $4K |
| True Wealth Design, LLC | 0.00% | Add +525.0% | 75 | $4K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Global Wealth Strategies & Associates | 0.00% | New | 74 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 69 | $3K |
| Huntington National Bank | 0.00% | No change | 61 | $3K |
| Kilter Group LLC | 0.00% | New | 59 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 51 | $2K |
| Curat Global, LLC | 0.00% | No change | 50 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.2% | 45 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 40 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 35 | $2K |
| Blue Trust, Inc. | 0.00% | Add +25.0% | 35 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 31 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -9.1% | 30 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 30 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -12.5% | 28 | $1K |
| Larson Financial Group LLC | 0.00% | Add +17.4% | 27 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 22 | $1K |
| CX Institutional | 0.00% | New | 12 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $728 |
| Fortitude Family Office, LLC | 0.00% | Reduce -41.7% | 14 | $680 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $583 |
| AdvisorNet Financial, Inc | 0.00% | No change | 12 | $583 |
| Key Capital Management, INC | 0.00% | — | 11 | $534 |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $486 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +80.0% | 9 | $437 |
| Rialto Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $389 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -27.3% | 8 | $389 |
| Quaker Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $340 |
| Sunbelt Securities, Inc. | 0.00% | New | 7 | $340 |
| HFM Investment Advisors, LLC | 0.00% | No change | 6 | $292 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $292 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $243 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $125 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $99 |
| Activest Wealth Management | 0.00% | New | 1 | $49 |
| Optima Capital LLC | 0.00% | New | 1 | $49 |
| Hantz Financial Services, Inc. | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.