LazardLAZ

13F holders, Q1 2026 (March 31)
335holders +1
41new positions
42sold out
8famous investors
$42.47avg. 13F price*

At the end of Q1 2026, 335 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 1 from Q4 2025. 41 opened new positions and 42 sold out. The largest holders were FMR LLC ($450.8M), T. Rowe Price Associates Inc. ($407.9M) and BlackRock, Inc. ($322.0M). 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 Lee Ainslie (0.0% of Maverick Capital'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions41$69.5M
Exits42$34.5M

All 13F filers, Q4 2025 → Q1 2026: 9,504,256 shares bought and 4,014,539 shares sold, net +5,489,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 335 holders

FMR LLC 0.02% Reduce -5.8% 10,611,910 $450.8M
T. Rowe Price Associates Inc. 0.05% Add +9.0% 9,601,899 $407.9M
BlackRock, Inc. 0.01% Add +2.1% 7,580,028 $322.0M
Ariel Investments 2.77% Add +10.0% 5,826,289 $247.5M
Vanguard Capital Management LLC 0.01% — 4,963,089 $210.8M
Vanguard Portfolio Management LLC 0.01% — 4,953,726 $210.4M
Geode Capital Management, LLC 0.01% Add +4.6% 2,464,913 $104.7M
Capital Research Global Investors 0.02% No change 2,456,726 $104.4M
Fisher Asset Management 0.03% Add +23.3% 2,170,845 $92.2M
Ameriprise Financial Inc. 0.02% Add +17.6% 2,153,927 $91.5M
Dimensional Fund Advisors LP 0.02% Add +10.1% 1,900,615 $80.7M
State Street Corp. 0.00% Reduce -0.0% 1,882,592 $80.0M
Victory Capital Management Inc. 0.05% Reduce -7.0% 1,793,435 $76.2M
Morgan Stanley 0.00% Reduce -2.9% 1,504,196 $63.9M
Janus Henderson Group PLC 0.03% Add +3.5% 1,431,358 $60.8M
Epoch Investment Partners, Inc. 0.35% Reduce -12.9% 1,360,866 $57.8M
Invesco Ltd. 0.01% Add +13.1% 1,296,182 $55.1M
Principal Financial Group Inc. 0.03% Reduce -14.4% 1,267,322 $53.8M
Voya Investment Management LLC 0.06% Reduce -1.3% 1,255,880 $53.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.9% 1,078,098 $45.8M
Royce & Associates LP 0.41% Add +8.8% 974,986 $41.4M
Qube Research & Technologies Ltd 0.06% Add +980.0% 951,858 $40.4M
Two Sigma Investments, LP 0.03% Add +170.6% 949,441 $40.3M
Goldman Sachs Group Inc. 0.01% Add +9.1% 939,892 $39.9M
Vanguard Fiduciary Trust Co. 0.01% — 702,542 $29.8M
Los Angeles Capital Management LLC 0.11% Add +1012.5% 675,280 $28.7M
Northern Trust Corp. 0.00% Add +2.8% 588,404 $25.0M
Basswood Capital Management, L.L.C. 1.26% Add +98.8% 584,388 $24.8M
Ranger Investment Management, L.P. 1.78% Reduce -0.8% 577,662 $24.5M
Woodline Partners LP 0.09% Add +78.8% 562,537 $23.9M
Federated Hermes, Inc. 0.03% Reduce -3.9% 498,212 $21.2M
Susquehanna International Group, LLP 0.03% Add +86.7% 483,819 $20.6M
Bank of New York Mellon Corp 0.00% Reduce -4.8% 477,912 $20.3M
Bank of America Corp. 0.00% Add +28.4% 448,446 $19.0M
Royal Bank of Canada 0.00% Reduce -17.3% 441,801 $18.8M
Algebris (uk) Ltd. 1.32% Reduce -15.1% 427,077 $18.1M
UBS Group AG 0.00% Add +19.0% 395,447 $16.8M
Crawford Investment Counsel Inc. 0.28% Add +6.3% 385,702 $16.4M
AQR Capital Management 0.01% Add +78.1% 370,804 $15.8M
Squarepoint Ops LLC 0.03% Add +76.7% 348,234 $14.8M
Citadel Advisors 0.01% Reduce -47.4% 345,251 $14.7M
MetLife Investment Management, LLC 0.07% Add +2.3% 344,313 $14.6M
Allspring Global Investments Holdings, LLC 0.02% New 335,445 $14.1M
Citigroup Inc. 0.01% Reduce -1.6% 323,971 $13.8M
Callodine Capital Management, LP 0.92% New 308,420 $13.1M
JPMorgan Chase & Co. 0.00% Add +117.5% 315,105 $12.7M
GW Henssler & Associates Ltd. 0.59% Add +1.7% 295,243 $12.5M
Jane Street Group, LLC 0.01% Add +8.9% 286,595 $12.2M
State of Alaska, Department of Revenue 0.13% Add +55.1% 281,368 $12.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.0% 267,967 $11.4M
Penn Capital Management Company, LLC 0.87% Add +1.1% 264,864 $11.3M
ExodusPoint Capital Management, LP 0.11% Add +111.2% 263,959 $11.2M
Invenomic Capital Management LP 0.50% New 256,750 $10.9M
Bokf, NA 0.16% Add +31.8% 244,129 $10.4M
New York State Common Retirement Fund 0.01% Reduce -1.1% 224,430 $9.5M
First Trust Advisors LP 0.01% Reduce -59.1% 222,747 $9.5M
Swedbank AB 0.01% No change 207,000 $8.8M
California Public Employees Retirement System 0.01% Add +9.5% 203,468 $8.6M
Russell Investments Group, Ltd. 0.01% Add +49.4% 200,991 $8.5M
Crestwood Advisors Group, LLC 0.14% Add +1.2% 199,155 $8.5M
Amica Mutual Insurance Co. 0.70% Add +1.4% 192,555 $8.2M
Sei Investments Co. 0.01% Add +190.6% 192,394 $8.2M
Buck Wealth Strategies, LLC 0.99% Add +4.5% 189,103 $8.0M
Swiss National Bank 0.00% Add +0.9% 187,700 $8.0M
Purpose Unlimited Inc. 0.33% Add +4.1% 183,755 $7.8M
Algert Global LLC 0.12% Add +150.7% 181,790 $7.7M
Susquehanna Portfolio Strategies, LLC 0.11% Reduce -16.9% 181,477 $7.7M
Nuveen, LLC 0.00% Reduce -42.7% 171,243 $7.3M
TD Asset Management Inc 0.01% Reduce -6.5% 167,286 $7.1M
Amundi 0.00% Add +2607.1% 155,224 $6.6M
Capital Fund Management S.A. 0.05% Add +5.7% 142,057 $6.0M
Stifel Financial Corp. 0.01% Add +164.6% 140,313 $6.0M
Millennium Management 0.00% Add +76.0% 138,381 $5.9M
Dark Forest Capital Management LP 0.50% Reduce -23.5% 133,357 $5.7M
Prana Capital Management, LP 0.17% New 132,030 $5.6M
Cambiar Investors LLC 0.24% Reduce -1.7% 120,864 $5.1M
California State Teachers Retirement System 0.01% Add +25.4% 112,209 $4.8M
American Century Companies Inc. 0.00% Add +364.4% 109,059 $4.6M
State Board of Administration of Florida Retirement System 0.01% No change 106,249 $4.5M
Barclays PLC 0.00% Add +26.6% 101,871 $4.3M
State of Wisconsin Investment Board 0.01% Reduce -4.8% 101,551 $4.3M
Focus Partners Wealth 0.00% Reduce -0.0% 100,726 $4.3M
Nomura Asset Management International Inc. 0.01% Reduce -29.5% 90,645 $3.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 87,239 $3.7M
Rhumbline Advisers 0.00% Reduce -4.0% 84,630 $3.6M
Legal & General Group Plc 0.00% Reduce -10.6% 82,677 $3.5M
Alps Advisors Inc. 0.02% Reduce -4.6% 80,444 $3.4M
Edgestream Partners, L.P. 0.11% New 79,856 $3.4M
Credit Agricole S A 0.01% No change 77,517 $3.3M
CX Institutional 0.10% Add +628666.7% 75,452 $3.2M
Envestnet Asset Management Inc. 0.00% Add +62.5% 72,786 $3.1M
Illinois Municipal Retirement Fund 0.04% Add +29.2% 71,398 $3.0M
Janney Montgomery Scott LLC 0.01% Add +6.9% 70,653 $3.0M
Wells Fargo & Company 0.00% Add +0.8% 69,170 $2.9M
Van Berkom & Associates Inc. 0.09% Add +7.5% 64,831 $2.8M
Icon Advisers Inc. 0.62% Add +0.1% 61,898 $2.6M
Jackson Hole Capital Partners, LLC 0.40% Add +8.6% 57,341 $2.4M
First National Trust Co 0.08% No change 57,194 $2.4M
Crossmark Global Holdings, Inc. 0.04% Add +90.5% 56,821 $2.4M
STRS Ohio 0.01% Reduce -0.0% 55,200 $2.3M
Capula Management Ltd 0.02% New 55,093 $2.3M
Callahan Advisors, LLC 0.19% Reduce -2.7% 54,776 $2.3M
Engineers Gate Manager LP 0.03% New 54,663 $2.3M
Boston Partners 0.00% New 52,320 $2.2M
BNP Paribas Financial Markets 0.00% Add +701.7% 51,231 $2.2M
Polar Asset Management Partners Inc. 0.07% New 50,674 $2.2M
Paulson Wealth Management Inc. 0.49% No change 48,762 $2.1M
Oliver Luxxe Assets LLC 0.30% Reduce -0.1% 47,565 $2.0M
Jain Global LLC 0.03% New 47,473 $2.0M
National Bank of Canada 0.00% Add +20.6% 47,075 $2.0M
Moran Wealth Management, LLC 0.06% Add +1.0% 46,266 $2.0M
Franklin Resources Inc. 0.00% Add +19.8% 46,123 $2.0M
Wilmington Savings Fund Society, FSB 0.05% No change 46,085 $2.0M
Vanguard Global Advisers, LLC 0.00% — 45,870 $1.9M
LPL Financial LLC 0.00% Add +0.2% 44,540 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.9% 44,019 $1.9M
Catalyst Funds Management Pty Ltd 0.31% Add +50.0% 43,507 $1.8M
Creative Planning 0.00% Add +19.9% 43,462 $1.8M
M&T Bank Corp 0.01% Reduce -15.0% 42,368 $1.8M
AMG National Trust Bank 0.04% Reduce -2.6% 40,565 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% No change 40,439 $1.7M
Treasurer of the State of North Carolina 0.01% Add +2.2% 39,382 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -8.2% 38,735 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% Add +0.8% 38,525 $1.6M
PEAK6 LLC 0.05% New 37,638 $1.6M
Raymond James Financial Inc. 0.00% Reduce -5.0% 36,547 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.1% 33,242 $1.4M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +29.4% 31,932 $1.4M
Aureus Asset Management, LLC 0.09% New 30,822 $1.3M
D. E. Shaw & Co. 0.00% Reduce -68.3% 30,634 $1.3M
Cwm, LLC 0.00% Add +14.2% 30,063 $1.3M
Manning & Napier Advisors LLC 0.02% New 30,000 $1.3M
Alliancebernstein L.P. 0.00% Reduce -29.7% 26,177 $1.3M
Jones Financial Companies LLLP 0.00% Add +548.2% 31,243 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +21.0% 28,671 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -3.1% 28,283 $1.2M
Truist Financial Corp. 0.00% Add +5.7% 26,494 $1.1M
Natixis Advisors, LLC 0.00% Reduce -3.9% 26,491 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.8% 26,281 $1.1M
Arizona State Retirement System 0.01% Reduce -0.8% 26,075 $1.1M
Great Lakes Retirement, Inc. 0.11% Add +6.7% 25,856 $1.1M
Hunter Perkins Capital Management, LLC 0.25% Add +0.8% 25,261 $1.1M
Maverick Capital 0.01% New 24,404 $1.0M
Deutsche Bank AG 0.00% Add +2.3% 24,134 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +1.2% 24,039 $1.0M
Vanguard Investments Australia, Ltd. 0.00% — 22,895 $973K
Captrust Financial Advisors 0.00% Add +9.7% 22,295 $947K
Mork Capital Management, LLC 0.67% No change 22,250 $945K
Empowered Funds, LLC 0.01% New 21,287 $904K
Cetera Investment Advisers 0.00% Reduce -5.8% 21,134 $898K
Autumn Glory Partners, LLC 0.33% Reduce -4.5% 21,084 $896K
KLP Kapitalforvaltning As 0.00% Add +3.5% 20,900 $888K
HSBC Holdings PLC 0.00% New 18,920 $794K
Southeastern Asset Management Inc. 0.04% No change 18,608 $790K
Handelsbanken Fonder AB 0.00% No change 18,500 $786K
Manufacturers Life Insurance Company, The 0.00% Add +7.8% 17,747 $754K
EFG International AG 0.02% No change 17,622 $749K
Future Fund LLC 0.25% Add +14.2% 16,903 $718K
Gilman Hill Asset Management, LLC 0.11% Add +6.4% 16,725 $710K
Ieq Capital, LLC 0.00% New 16,671 $708K
Frank, Rimerman Advisors LLC 0.04% Add +0.4% 16,140 $686K
Calton & Associates, Inc. 0.10% Reduce -28.5% 22,278 $684K
Pictet Asset Management Holding SA 0.00% Add +6.8% 15,758 $669K
Thrivent Financial for Lutherans 0.00% Reduce -58.6% 13,934 $592K
Corient Private Wealth LP 0.00% Add +5.2% 13,337 $567K
Keybank National Association 0.00% Add +10.5% 13,242 $563K
TD Waterhouse Canada Inc. 0.00% Add +471.0% 13,098 $550K
Lawood & Co. 0.50% Add +5.4% 12,720 $540K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -3.0% 12,571 $534K
Osaic Holdings, Inc. 0.00% Reduce -13.3% 12,550 $533K
Jefferies Financial Group Inc. 0.01% Reduce -69.3% 12,538 $533K
Elo Mutual Pension Insurance Co 0.01% Add +6.3% 12,331 $524K
Mackenzie Financial Corp. 0.00% Reduce -42.8% 12,107 $514K
Claro Advisors Inc. 0.06% Reduce -0.0% 11,875 $504K
Wealth Enhancement Advisory Services, LLC 0.00% Add +39.7% 11,950 $496K
Jump Financial, LLC 0.01% Add +48.3% 11,415 $485K
DRW Securities, LLC 0.03% New 11,235 $477K
Bleakley Financial Group, LLC 0.01% Add +2.7% 11,111 $472K
NewEdge Wealth, LLC 0.01% Add +0.3% 11,088 $471K
XTX Topco Ltd 0.01% New 11,054 $470K
AE Wealth Management LLC 0.00% Reduce -97.0% 10,972 $466K
Argent Trust Co 0.02% Reduce -77.5% 10,653 $453K
Shulman DeMeo Asset Management LLC 0.09% New 10,385 $441K
Inceptionr LLC 0.10% Add +34.7% 10,056 $427K
Neuberger Berman Group LLC 0.00% Reduce -2.1% 9,548 $406K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% No change 9,234 $392K
Pathstone Holdings, LLC 0.00% Reduce -7.0% 8,942 $380K
Weiss Asset Management LP 0.01% New 8,693 $369K
TD Private Client Wealth LLC 0.01% Add +2.5% 8,644 $367K
Sequoia Financial Advisors, LLC 0.00% Reduce -12.9% 8,625 $366K
Xponance LLC 0.00% Add +31.9% 8,511 $362K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 8,285 $352K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 8,207 $349K
North Star Investment Management Corp. 0.02% No change 8,125 $345K
DAVENPORT & Co LLC 0.00% Reduce -2.6% 8,121 $345K
O'ROURKE & COMPANY, Inc 0.13% Add +3.6% 7,954 $338K
Cambridge Investment Research Advisors, Inc. 0.00% Add +21.5% 7,895 $335K
Entropy Technologies, LP 0.02% Reduce -51.4% 7,851 $334K
Baird Financial Group, Inc. 0.00% Reduce -11.0% 7,778 $330K
Cerity Partners LLC 0.00% New 7,677 $326K
Freestone Grove Partners LP 0.00% New 7,643 $325K
Hilltop National Bank 0.08% No change 7,441 $316K
Infrastructure Capital Advisors, LLC 0.04% Add +15.5% 7,391 $314K
Evergreen Capital Management LLC 0.01% Reduce -12.6% 6,910 $294K
Lecap Asset Management Ltd. 0.11% Reduce -53.8% 6,731 $286K
Rothschild Investment LLC 0.01% Add +18.2% 6,547 $278K
Tradition Wealth Management, LLC 0.02% Reduce -15.2% 6,525 $277K
1492 Capital Management LLC 0.10% Add +33.4% 6,489 $276K
O'shaughnessy Asset Management, LLC 0.00% Reduce -25.2% 6,424 $273K
Abel Hall, LLC 0.06% New 6,285 $267K
Private Advisor Group, LLC 0.00% Reduce -29.5% 6,002 $255K
Rockefeller Capital Management L.P. 0.00% Reduce -12.7% 5,988 $254K
Swiss Life Asset Management Ltd 0.00% Add +32.7% 5,862 $249K
Z3 Capital Partners, LLC 0.06% Reduce -0.8% 5,855 $249K
Everhart Financial Group, Inc. 0.02% Reduce -2.5% 5,767 $245K
Amalgamated Bank 0.00% Reduce -18.2% 5,710 $243K
DNB Asset Management AS 0.00% New 5,543 $235K
Prosperity Consulting Group, LLC 0.01% Reduce -8.9% 5,501 $234K
Bridgewater Associates 0.00% Reduce -56.2% 5,393 $229K
EntryPoint Capital, LLC 0.06% Reduce -47.5% 5,069 $215K
Brevan Howard Capital Management LP 0.00% Add +11.3% 5,035 $214K
K.J. Harrison & Partners Inc 0.04% New 5,000 $212K
Mercer Global Advisors Inc. 0.00% New 4,956 $211K
SG Americas Securities, LLC 0.00% Reduce -86.8% 4,932 $210K
Beverly Hills Private Wealth, LLC 0.04% Add +6.9% 4,921 $209K
Utah Retirement Systems 0.00% No change 4,911 $209K
Banque Pictet & Cie SA 0.00% Reduce -64.3% 4,790 $203K
Ensign Peak Advisors, Inc 0.00% No change 4,700 $200K
Advisors Asset Management, Inc. 0.00% Add +0.5% 4,698 $200K
Assetmark, Inc. 0.00% Reduce -0.2% 4,284 $182K
Fifth Third Bancorp 0.00% New 3,986 $169K
Walleye Capital LLC 0.00% Reduce -98.5% 3,887 $165K
Simplex Trading, LLC 0.00% Add +6.8% 3,532 $150K
Bayforest Capital Ltd 0.16% Reduce -43.0% 3,463 $147K
PNC Financial Services Group, Inc. 0.00% Reduce -7.5% 3,192 $136K
Strategic Wealth Partners, Ltd. 0.01% Reduce -39.8% 2,788 $130K
Delta Asset Management LLC 0.01% No change 3,000 $127K
KBC Group NV 0.00% No change 2,989 $127K
Sterling Capital Management LLC 0.00% Reduce -42.1% 2,616 $111K
Aster Capital Management (DIFC) Ltd 0.03% New 2,430 $105K
Parallel Advisors, LLC 0.00% Add +25.9% 2,317 $98K
Walleye Trading LLC 0.00% New 2,157 $92K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +35.4% 2,117 $90K
Axiom Investment Management LLC 0.07% — 2,100 $89K
Steward Partners Investment Advisory, LLC 0.00% Add +11.3% 1,486 $63K
Nomura Asset Management Co. Ltd. 0.00% No change 1,420 $60K
Broadwater Capital Management LLC 0.04% No change 1,240 $60K
Spire Wealth Management 0.00% Add +0.9% 1,409 $60K
US Bancorp \de 0.00% Add +4.2% 1,361 $58K
GAMMA Investing LLC 0.00% Add +13.6% 1,291 $55K
Westfuller Advisors, LLC 0.02% Reduce -17.3% 1,282 $54K
V-Square Quantitative Management LLC 0.01% Reduce -17.3% 1,282 $54K
Roxbury Financial LLC 0.04% No change 1,034 $44K
IFP Advisors, Inc 0.00% Add +1.7% 997 $42K
Allworth Financial LP 0.00% Add +81.3% 941 $40K
Farther Finance Advisors, LLC 0.00% Reduce -21.6% 910 $38K
Signaturefd, LLC 0.00% Add +45.1% 888 $38K
State of Wyoming 0.00% Reduce -76.5% 865 $37K
Geneos Wealth Management Inc. 0.00% Reduce -5.7% 846 $36K
HM Payson & Co. 0.00% No change 822 $35K
Triumph Capital Management 0.01% No change 800 $34K
Richardson Financial Services Inc. 0.02% Reduce -5.5% 770 $33K
Costello Asset Management, INC 0.01% No change 700 $30K
Tower Research Capital LLC (TRC) 0.00% Reduce -33.8% 660 $28K
Southern Michigan Bank & Trust 0.01% — 650 $28K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.9% 645 $27K
Quadrant Capital Group LLC 0.00% Add +52.5% 619 $26K
Wellington-Altus USA Inc. 0.02% Reduce -13.3% 617 $26K
Arax Advisory Partners 0.00% Reduce -22.2% 560 $24K
TD Capital Management LLC 0.00% Add +1.0% 520 $22K
MAI Capital Management 0.00% Add +10.5% 475 $20K
Whittier Trust Co. 0.00% Add +14.2% 484 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 458 $19K
MCF Advisors LLC 0.00% No change 430 $18K
Covestor Ltd 0.01% Reduce -34.4% 423 $18K
HHM Wealth Advisors, LLC 0.00% No change 410 $17K
EverSource Wealth Advisors, LLC 0.00% Add +75.8% 406 $17K
Ancora Advisors LLC 0.00% No change 400 $17K
CENTRAL TRUST Co 0.00% No change 400 $17K
Boyd Watterson Asset Management LLC 0.00% No change 317 $13K
Essential Partners LLC 0.00% Add +207.5% 286 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1109.1% 266 $11K
Root Financial Partners, LLC 0.00% Add +4.8% 241 $10K
Sound Income Strategies, LLC 0.00% Reduce -64.8% 208 $9K
FIL Ltd 0.00% No change 205 $9K
Atlantic Union Bankshares Corp 0.00% No change 200 $8K
Legacy Wealth Managment, LLC 0.00% No change 195 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -4.0% 191 $8K
Harbour Investments, Inc. 0.00% Add +7.2% 179 $8K
Advisory Services Network, LLC 0.00% New 171 $7K
Boreal Capital Management LLC 0.01% No change 154 $7K
Larson Financial Group LLC 0.00% Add +463.0% 152 $6K
NewEdge Advisors, LLC 0.00% Reduce -96.7% 148 $6K
Salomon & Ludwin, LLC 0.00% No change 143 $6K
Huntington National Bank 0.00% Add +121.3% 135 $6K
Advocate Investing Services LLC 0.00% No change 100 $4K
Clearstead Trust, LLC 0.00% Reduce -14.7% 81 $3K
City State Bank 0.00% No change 75 $3K
Parkside Financial Bank & Trust 0.00% Add +35.6% 61 $3K
CVA Family Office, LLC 0.00% New 61 $3K
Magnolia Wealth Management, LLC 0.00% New 60 $3K
Kilter Group LLC 0.00% No change 59 $3K
Key Capital Management, INC 0.00% Add +418.2% 57 $2K
Bessemer Group Inc. 0.00% Reduce -92.6% 37 $2K
Physician Wealth Advisors, Inc. 0.00% New 47 $2K
UMB Bank, n.a. 0.00% Add +38.7% 43 $2K
Principia Wealth Advisory, LLC 0.00% Add +10.0% 33 $1K
SJS Investment Consulting Inc. 0.00% Add +416.7% 31 $1K
Westside Investment Management, Inc. 0.00% No change 30 $1K
Blue Trust, Inc. 0.00% Reduce -20.0% 28 $1K
SHP Wealth Management 0.00% New 23 $977
Cromwell Holdings LLC 0.00% Add +110.0% 21 $892
Pinnacle Wealth Planning Services, Inc. 0.00% New 21 $892
Nisa Investment Advisors, LLC 0.00% Reduce -35.7% 18 $765
AdvisorNet Financial, Inc 0.00% Add +41.7% 17 $722
Millstone Evans Group, LLC 0.00% No change 15 $637
Quent Capital, LLC 0.00% Reduce -83.2% 15 $637
Fortitude Family Office, LLC 0.00% No change 14 $595
Versant Capital Management, Inc 0.00% No change 12 $510
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 12 $510
Rialto Wealth Management, LLC 0.00% Add +50.0% 12 $510
Transamerica Financial Advisors, LLC 0.00% New 11 $467
American Capital Advisory, LLC 0.00% Add +100.0% 10 $425
Atwood & Palmer Inc. 0.00% New 9 $383
Bay Harbor Wealth Management, LLC 0.00% Reduce -22.2% 7 $297
Quaker Wealth Management, LLC 0.00% Reduce -14.3% 6 $255
Twin Peaks Wealth Advisors, LLC 0.00% New 5 $212
Smartleaf Asset Management LLC 0.00% Add +150.0% 5 $202
Vermillion Wealth Management, Inc. 0.00% New 4 $170
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 4 $170
Dunhill Financial, LLC 0.00% Reduce -33.3% 2 $109
3 Factor Indexing, LLC 0.00% — 2 $85
Raffa Wealth Management, LLC 0.00% New 1 $42
Keating Financial Advisory Services, Inc. 0.00% Reduce -98.0% 1 $42
Hantz Financial Services, Inc. 0.00% Reduce -40.0% 6 $0

"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.