LazardLAZ
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $69.5M |
| Exits | 42 | $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.