LazardLAZ

13F holders, Q2 2026 (June 30)
344holders +9
60new positions
55sold out
4famous investors
$41.92avg. 13F price*

At the end of Q2 2026, 344 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 9 from Q1 2026. 60 opened new positions and 55 sold out. The largest holders were FMR LLC ($467.7M), BlackRock, Inc. ($379.1M) and T. Rowe Price Associates Inc. ($375.9M). 4 famous investors held it, including John W. Rogers Jr. (2.4% of Ariel Investments's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions60$157.3M
Exits55$161.2M

All 13F filers, Q1 2026 → Q2 2026: 17,424,255 shares bought and 9,694,112 shares sold, net +7,730,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

FMR LLC 0.02% Add +5.1% 11,152,391 $467.7M
BlackRock, Inc. 0.01% Add +19.3% 9,038,924 $379.1M
T. Rowe Price Associates Inc. 0.04% Reduce -6.7% 8,962,415 $375.9M
Vanguard Portfolio Management LLC 0.01% Add +23.9% 6,136,015 $257.3M
Ariel Investments 2.41% Reduce -1.2% 5,755,404 $241.4M
Vanguard Capital Management LLC 0.00% Add +1.2% 5,021,304 $210.6M
State Street Corp. 0.00% Add +93.0% 3,632,893 $152.4M
Goldman Sachs Group Inc. 0.01% Add +217.8% 2,986,539 $125.3M
Geode Capital Management, LLC 0.01% Add +3.9% 2,561,497 $107.5M
Capital Research Global Investors 0.01% Reduce -8.7% 2,242,241 $94.0M
Fisher Asset Management 0.03% Reduce -1.0% 2,148,377 $90.1M
Morgan Stanley 0.00% Add +42.1% 2,137,354 $89.6M
Dimensional Fund Advisors LP 0.02% Add +9.0% 2,072,270 $86.9M
Ameriprise Financial Inc. 0.02% Reduce -9.4% 1,952,363 $81.9M
Norges Bank 0.01% — 1,757,418 $73.7M
Jupiter Topco LLC 0.03% — 1,604,098 $67.3M
Victory Capital Management Inc. 0.04% Reduce -14.0% 1,542,057 $64.7M
Invesco Ltd. 0.00% Add +12.7% 1,461,214 $61.3M
BNP Paribas Financial Markets 0.03% Add +2560.3% 1,362,926 $57.2M
Epoch Investment Partners, Inc. 0.31% Reduce -4.0% 1,306,301 $54.8M
Charles Schwab Investment Management Inc. 0.01% Add +7.8% 1,162,755 $48.8M
Principal Financial Group Inc. 0.02% Reduce -10.2% 1,138,315 $47.7M
Bank of America Corp. 0.00% Add +124.0% 1,004,339 $42.1M
JPMorgan Chase & Co. 0.00% Add +225.1% 1,024,305 $41.5M
Royce & Associates LP 0.33% Reduce -0.7% 968,112 $40.6M
UBS Group AG 0.01% Add +143.9% 964,653 $40.5M
Two Sigma Investments, LP 0.03% Reduce -6.3% 889,392 $37.3M
Bank of Nova Scotia 0.05% New 804,872 $33.8M
Bank of New York Mellon Corp 0.01% Add +57.5% 752,606 $31.6M
Voya Investment Management LLC 0.03% Reduce -40.8% 743,305 $31.2M
Northern Trust Corp. 0.00% Add +25.9% 741,039 $31.1M
Vanguard Fiduciary Trust Co. 0.01% Add +0.9% 709,203 $29.7M
Canada Pension Plan Investment Board 0.02% New 697,200 $29.2M
Squarepoint Ops LLC 0.05% Add +59.2% 554,285 $23.2M
Basswood Capital Management, L.L.C. 0.98% Reduce -6.5% 546,216 $22.9M
Federated Hermes, Inc. 0.03% Reduce -2.2% 487,237 $20.4M
Allspring Global Investments Holdings, LLC 0.03% Add +22.9% 412,291 $17.0M
AQR Capital Management 0.01% Add +8.2% 401,223 $16.8M
Crawford Investment Counsel Inc. 0.28% Add +3.3% 398,595 $16.7M
Public Sector Pension Investment Board 0.04% New 383,706 $16.1M
Caisse de depot et placement du Quebec 0.02% New 365,995 $15.3M
Royal Bank of Canada 0.00% Reduce -20.0% 353,445 $14.8M
MetLife Investment Management, LLC 0.06% Reduce -5.2% 326,564 $13.7M
SG Americas Securities, LLC 0.01% Add +6389.5% 320,061 $13.4M
GW Henssler & Associates Ltd. 0.55% Add +0.6% 297,132 $12.5M
First Trust Advisors LP 0.01% Add +33.1% 296,546 $12.4M
Walleye Capital LLC 0.06% Add +7380.1% 290,752 $12.2M
State of Alaska, Department of Revenue 0.12% Add +3.1% 290,090 $12.2M
Ranger Investment Management, L.P. 0.72% Reduce -53.2% 270,470 $11.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.1% 267,844 $11.2M
Algebris (uk) Ltd. 0.73% Reduce -38.7% 261,796 $10.9M
MUFG Securities EMEA plc 0.11% New 254,300 $10.7M
Legal & General Group Plc 0.00% Add +195.1% 244,003 $10.2M
Swedbank AB 0.01% No change 207,000 $8.7M
Crestwood Advisors Group, LLC 0.13% Add +1.6% 202,261 $8.5M
Rhumbline Advisers 0.01% Add +138.2% 201,561 $8.5M
Buck Wealth Strategies, LLC 0.88% Add +6.4% 201,288 $8.4M
Purpose Unlimited Inc. 0.31% Add +4.2% 191,474 $8.1M
Swiss National Bank 0.00% Add +0.4% 188,400 $7.9M
Citigroup Inc. 0.00% Reduce -42.2% 187,153 $7.8M
American Century Companies Inc. 0.00% Add +69.8% 185,136 $7.8M
Nuveen, LLC 0.00% Reduce -1.0% 169,584 $7.1M
Russell Investments Group, Ltd. 0.01% Reduce -17.2% 166,472 $7.0M
Los Angeles Capital Management LLC 0.03% Reduce -75.8% 163,758 $6.9M
California Public Employees Retirement System 0.00% Reduce -19.9% 162,981 $6.8M
Susquehanna Fundamental Investments, LLC 0.12% New 152,836 $6.4M
TD Asset Management Inc 0.01% Reduce -8.7% 152,698 $6.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 150,500 $6.3M
Levin Capital Strategies, L.P. 0.39% New 138,527 $5.8M
Schonfeld Strategic Advisors LLC 0.03% New 135,505 $5.7M
Prana Capital Management, LP 0.17% Reduce -1.4% 130,189 $5.5M
Capricorn Fund Managers Ltd 0.41% New 121,900 $5.1M
Cambiar Investors LLC 0.20% Reduce -8.0% 111,179 $4.7M
State Board of Administration of Florida Retirement System 0.01% Add +3.5% 109,925 $4.6M
California State Teachers Retirement System 0.00% Reduce -3.2% 108,613 $4.6M
Sei Investments Co. 0.00% Reduce -44.6% 106,590 $4.5M
Credit Agricole S A 0.01% Add +32.9% 103,038 $4.3M
Amica Mutual Insurance Co. 0.36% Reduce -46.5% 103,039 $4.3M
Prudential Financial Inc. 0.00% New 100,538 $4.2M
Focus Partners Wealth 0.00% Reduce -2.7% 98,021 $4.1M
Stifel Financial Corp. 0.00% Reduce -30.3% 97,743 $4.1M
State of Wisconsin Investment Board 0.01% Reduce -5.6% 95,846 $4.0M
Engineers Gate Manager LP 0.05% Add +74.7% 95,509 $4.0M
Envestnet Asset Management Inc. 0.00% Add +22.4% 89,100 $3.7M
Janney Montgomery Scott LLC 0.01% Add +24.0% 87,603 $3.7M
Thrivent Financial for Lutherans 0.01% Add +526.4% 87,275 $3.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -0.8% 86,502 $3.6M
CX Institutional 0.10% Add +10.9% 83,677 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -82.8% 83,248 $3.5M
Brevan Howard Capital Management LP 0.05% Add +1547.3% 82,940 $3.5M
Alps Advisors Inc. 0.02% Add +3.1% 82,903 $3.5M
Van Berkom & Associates Inc. 0.11% Add +20.9% 78,395 $3.3M
Wells Fargo & Company 0.00% Reduce -0.8% 68,587 $2.9M
National Bank of Canada 0.00% Add +34.0% 63,090 $2.6M
Icon Advisers Inc. 0.49% No change 61,898 $2.6M
Illinois Municipal Retirement Fund 0.03% Reduce -14.7% 60,903 $2.6M
New York State Common Retirement Fund 0.00% Reduce -76.0% 53,910 $2.3M
Callahan Advisors, LLC 0.17% Reduce -4.3% 52,442 $2.2M
Lido Advisors, LLC 0.01% New 52,264 $2.2M
Edgestream Partners, L.P. 0.06% Reduce -37.2% 50,153 $2.1M
Louisiana State Employees Retirement System 0.03% New 48,900 $2.1M
Paulson Wealth Management Inc. 0.43% No change 48,762 $2.0M
Vident Advisory, LLC 0.02% New 48,270 $2.0M
Creative Planning 0.00% Add +10.3% 47,949 $2.0M
Franklin Resources Inc. 0.00% Add +2.3% 47,167 $2.0M
Wilmington Savings Fund Society, FSB 0.04% No change 46,085 $1.9M
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.4% 43,025 $1.8M
Vanguard Global Advisers, LLC 0.00% Reduce -6.6% 42,842 $1.8M
Moran Wealth Management, LLC 0.05% Reduce -7.9% 42,602 $1.8M
LPL Financial LLC 0.00% Reduce -6.5% 41,652 $1.7M
M&T Bank Corp 0.01% Reduce -1.8% 41,592 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -84.4% 41,170 $1.7M
Treasurer of the State of North Carolina 0.00% Add +0.9% 39,732 $1.7M
Entropy Technologies, LP 0.07% Add +405.1% 39,657 $1.7M
Alliancebernstein L.P. 0.00% Add +47.6% 38,648 $1.6M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.8% 38,846 $1.6M
Jump Financial, LLC 0.02% Add +239.7% 38,773 $1.6M
Aureus Asset Management, LLC 0.10% Add +24.6% 38,419 $1.6M
Raymond James Financial Inc. 0.00% Add +3.9% 37,954 $1.6M
Barclays PLC 0.00% Reduce -63.7% 36,951 $1.5M
Natixis Advisors, LLC 0.00% Add +31.0% 34,695 $1.5M
State of New Jersey Common Pension Fund D 0.00% Reduce -22.0% 34,326 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 33,242 $1.4M
State of Tennessee, Department of Treasury 0.00% New 32,125 $1.3M
Amalgamated Bank 0.01% Add +453.5% 31,603 $1.3M
Jones Financial Companies LLLP 0.00% Add +1.6% 31,726 $1.3M
Yousif Capital Management, LLC 0.01% New 30,001 $1.3M
Callodine Capital Management, LP 0.08% Reduce -90.3% 30,000 $1.3M
Manning & Napier Advisors LLC 0.02% No change 30,000 $1.3M
Boston Partners 0.00% Reduce -43.1% 29,790 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -0.6% 28,108 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% New 28,000 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -3.3% 27,722 $1.2M
Great Lakes Retirement, Inc. 0.10% Add +7.0% 27,676 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 26,485 $1.1M
Deutsche Bank AG 0.00% Add +8.0% 26,056 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -1.1% 26,001 $1.1M
Arizona State Retirement System 0.01% Reduce -0.6% 25,912 $1.1M
Oliver Luxxe Assets LLC 0.16% Reduce -46.1% 25,638 $1.1M
Oregon Public Employees Retirement Fund 0.01% New 25,400 $1.1M
Truist Financial Corp. 0.00% Reduce -4.6% 25,274 $1.1M
Fifth Third Bancorp 0.00% Add +525.6% 24,935 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +1.8% 24,482 $1.0M
Captrust Financial Advisors 0.00% Add +8.1% 24,094 $1.0M
Vanguard Investments Australia, Ltd. 0.00% No change 22,895 $960K
Manufacturers Life Insurance Company, The 0.00% Add +26.0% 22,361 $938K
Mork Capital Management, LLC 0.60% No change 22,250 $933K
Inceptionr LLC 0.22% Add +112.1% 21,325 $894K
Autumn Glory Partners, LLC 0.25% No change 21,084 $884K
Maryland State Retirement & Pension System 0.01% New 20,919 $877K
KLP Kapitalforvaltning As 0.00% No change 20,900 $877K
Southeastern Asset Management Inc. 0.04% No change 18,608 $780K
Handelsbanken Fonder AB 0.00% No change 18,500 $776K
Cetera Investment Advisers 0.00% Reduce -12.5% 18,494 $776K
Corient Private Wealth LP 0.00% Add +36.3% 18,171 $762K
Polymer Capital Management (US) LLC 0.11% New 17,634 $740K
EFG International AG 0.01% No change 17,622 $739K
Gilman Hill Asset Management, LLC 0.10% Add +3.0% 17,225 $722K
Frank, Rimerman Advisors LLC 0.04% Add +6.2% 17,139 $719K
Future Fund LLC 0.21% Add +1.3% 17,121 $718K
Teacher Retirement System of Texas 0.00% Reduce -59.1% 15,825 $664K
Pictet Asset Management Holding SA 0.00% No change 15,758 $661K
Capital Fund Management S.A. 0.00% Reduce -89.3% 15,227 $639K
Amundi 0.00% Reduce -90.4% 14,908 $625K
Mackenzie Financial Corp. 0.00% Add +17.0% 14,161 $594K
Hunter Perkins Capital Management, LLC 0.13% Reduce -44.5% 14,021 $588K
Mutual of America Capital Management LLC 0.01% New 13,715 $575K
D. E. Shaw & Co. 0.00% Reduce -55.3% 13,701 $575K
Neuberger Berman Group LLC 0.00% Add +33.4% 12,737 $534K
TD Waterhouse Canada Inc. 0.00% Reduce -2.2% 12,809 $529K
Keybank National Association 0.00% Reduce -4.9% 12,589 $528K
Lawood & Co. 0.35% Reduce -2.4% 12,420 $521K
Mangrove Partners Im, LLC 0.03% New 12,088 $507K
Claro Advisors Inc. 0.05% Add +0.6% 11,951 $501K
Jefferies Financial Group Inc. 0.00% Reduce -4.8% 11,931 $500K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +44.3% 11,841 $497K
Bleakley Financial Group, LLC 0.01% Add +1.3% 11,257 $472K
VARCOV Co. 0.18% New 11,130 $467K
NewEdge Wealth, LLC 0.00% Reduce -0.3% 11,055 $464K
Cerity Partners LLC 0.00% Add +42.9% 10,967 $460K
Argent Trust Co 0.01% No change 10,653 $447K
1492 Capital Management LLC 0.13% Add +64.0% 10,639 $446K
Shulman DeMeo Asset Management LLC 0.08% Add +0.3% 10,417 $437K
Osaic Holdings, Inc. 0.00% Reduce -19.9% 10,055 $422K
Baird Financial Group, Inc. 0.00% Add +28.5% 9,994 $419K
Pathstone Holdings, LLC 0.00% Add +8.9% 9,739 $408K
DAVENPORT & Co LLC 0.00% Add +19.1% 9,671 $406K
Allstate Corp. 0.00% New 9,191 $385K
Bank of Montreal 0.00% New 9,110 $382K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -22.9% 9,209 $381K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -2.2% 9,034 $379K
Algert Global LLC 0.00% Reduce -95.1% 8,850 $371K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.0% 8,764 $368K
TD Private Client Wealth LLC 0.01% Reduce -2.5% 8,424 $353K
Xponance LLC 0.00% Reduce -4.1% 8,161 $342K
North Star Investment Management Corp. 0.02% No change 8,125 $341K
Mercer Global Advisors Inc. 0.00% Add +63.3% 8,095 $340K
Rockefeller Capital Management L.P. 0.00% Add +34.8% 8,070 $338K
AE Wealth Management LLC 0.00% Reduce -26.9% 8,025 $337K
O'ROURKE & COMPANY, Inc 0.12% Add +0.1% 7,961 $334K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.5% 7,908 $332K
Pinnacle Associates Ltd. 0.00% New 7,801 $327K
Frec Markets, Inc. 0.03% New 7,721 $324K
Oxford Asset Management LLP 0.15% New 7,472 $313K
Hilltop National Bank 0.07% Reduce -0.3% 7,422 $311K
New York State Teachers Retirement System 0.00% New 7,171 $301K
CIBC Asset Management Inc 0.00% New 7,157 $300K
Walleye Trading LLC 0.00% Add +225.5% 7,021 $294K
Rothschild Investment LLC 0.01% Add +2.2% 6,693 $281K
Quantbot Technologies LP 0.01% New 6,284 $264K
Swiss Life Asset Management Ltd 0.00% Add +7.1% 6,278 $263K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -50.2% 6,257 $262K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 6,200 $260K
Sequoia Financial Advisors, LLC 0.00% Reduce -29.2% 6,109 $256K
PNC Financial Services Group, Inc. 0.00% Add +86.4% 5,951 $250K
Arax Advisory Partners 0.00% Add +949.3% 5,876 $246K
Tradition Wealth Management, LLC 0.01% Reduce -13.4% 5,650 $237K
Private Advisor Group, LLC 0.00% Reduce -8.1% 5,517 $231K
Prosperity Consulting Group, LLC 0.01% Reduce -1.7% 5,409 $227K
Ieq Capital, LLC 0.00% Reduce -67.9% 5,349 $224K
Twinbeech Capital LP 0.04% New 5,315 $223K
HSBC Holdings PLC 0.00% Reduce -72.6% 5,181 $217K
EntryPoint Capital, LLC 0.05% No change 5,069 $213K
Utah Retirement Systems 0.00% No change 4,911 $206K
Advisors Asset Management, Inc. 0.00% Add +2.5% 4,817 $202K
Ensign Peak Advisors, Inc 0.00% No change 4,700 $197K
Global Retirement Partners, LLC 0.00% — 3,364 $141K
Delta Asset Management LLC 0.01% No change 3,000 $126K
KBC Group NV 0.00% No change 2,989 $125K
Institute for Wealth Management, LLC. 0.01% New 2,808 $118K
Bayforest Capital Ltd 0.10% Reduce -21.9% 2,704 $113K
Parallel Advisors, LLC 0.00% Add +16.1% 2,691 $113K
Assetmark, Inc. 0.00% Reduce -41.7% 2,499 $105K
State of Wyoming 0.01% Add +182.0% 2,439 $102K
Sterling Capital Management LLC 0.00% Reduce -6.8% 2,438 $102K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -92.7% 2,329 $98K
Axiom Investment Management LLC 0.06% No change 2,100 $88K
Nykredit A/S 0.00% — 2,074 $87K
Strategic Wealth Partners, Ltd. 0.01% Reduce -37.8% 1,733 $85K
STRS Ohio 0.00% Reduce -96.4% 1,967 $82K
Bokf, NA 0.00% Reduce -99.2% 1,885 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +8261.9% 1,756 $74K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -19.6% 1,702 $71K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 1,481 $62K
GAMMA Investing LLC 0.00% Add +5.7% 1,364 $57K
Westfuller Advisors, LLC 0.02% No change 1,282 $54K
V-Square Quantitative Management LLC 0.01% No change 1,282 $54K
US Bancorp \de 0.00% Reduce -17.6% 1,121 $47K
Allworth Financial LP 0.00% Add +5.6% 994 $42K
Roxbury Financial LLC 0.03% Reduce -4.8% 984 $41K
Salomon & Ludwin, LLC 0.00% Add +595.8% 995 $41K
Compass Financial Management LLC 0.01% — 980 $41K
Signaturefd, LLC 0.00% Add +3.6% 920 $39K
Geneos Wealth Management Inc. 0.00% No change 846 $35K
HM Payson & Co. 0.00% No change 822 $34K
Triumph Capital Management 0.01% No change 800 $34K
Broadwater Capital Management LLC 0.02% Reduce -37.5% 775 $33K
Farther Finance Advisors, LLC 0.00% Reduce -21.9% 711 $30K
Richardson Financial Services Inc. 0.02% Reduce -12.3% 675 $28K
Southern Michigan Bank & Trust 0.01% No change 650 $27K
Quest 10 Wealth Builders, Inc. 0.02% No change 645 $27K
Wellington-Altus USA Inc. 0.02% No change 617 $26K
IFP Advisors, Inc 0.00% Reduce -39.3% 605 $25K
Versant Capital Management, Inc 0.00% Add +4391.7% 539 $23K
TD Capital Management LLC 0.00% Add +1.1% 526 $22K
UMB Bank, n.a. 0.00% Add +1055.8% 497 $21K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 458 $19K
Whittier Trust Co. 0.00% Reduce -12.4% 424 $18K
MCF Advisors LLC 0.00% No change 430 $18K
HHM Wealth Advisors, LLC 0.00% No change 410 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -38.2% 408 $17K
Hantz Financial Services, Inc. 0.00% Add +6700.0% 408 $17K
CENTRAL TRUST Co 0.00% No change 400 $17K
Ancora Advisors LLC 0.00% No change 400 $17K
Spire Wealth Management 0.00% Reduce -72.8% 383 $16K
Continuum Advisory, LLC 0.00% New 325 $14K
Essential Partners LLC 0.01% Add +13.3% 324 $14K
Boyd Watterson Asset Management LLC 0.00% No change 317 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.1% 292 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 266 $11K
Covestor Ltd 0.01% Reduce -39.2% 257 $11K
JFS Wealth Advisors, LLC 0.00% Add +7.8% 206 $9K
FIL Ltd 0.00% No change 205 $9K
Atlantic Union Bankshares Corp 0.00% No change 200 $8K
Harbour Investments, Inc. 0.00% No change 179 $8K
Boreal Capital Management LLC 0.01% No change 154 $6K
NewEdge Advisors, LLC 0.00% Add +1.4% 150 $6K
Huntington National Bank 0.00% No change 135 $6K
RMG Wealth Management LLC 0.00% New 115 $5K
SJS Investment Consulting Inc. 0.00% Add +274.2% 116 $5K
Group One Trading LLC 0.00% New 114 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +10600.0% 107 $4K
Advocate Investing Services LLC 0.00% No change 100 $4K
CVA Family Office, LLC 0.00% Add +49.2% 91 $4K
Kilter Group LLC 0.00% Add +47.5% 87 $4K
Clearstead Trust, LLC 0.00% Add +6.2% 86 $4K
Parkside Financial Bank & Trust 0.00% Add +32.8% 81 $3K
City State Bank 0.00% No change 75 $3K
Larson Financial Group LLC 0.00% Reduce -50.7% 75 $3K
Fiduciary Financial Advisors 0.00% New 73 $3K
American Capital Advisory, LLC 0.00% Add +570.0% 67 $3K
Fortitude Family Office, LLC 0.00% Add +371.4% 66 $3K
Optiver Holding B.V. 0.00% New 60 $3K
Key Capital Management, INC 0.00% No change 57 $2K
LifeSteps Financial, Inc. 0.00% New 55 $2K
Quarry LP 0.00% New 52 $2K
Bessemer Group Inc. 0.00% No change 37 $2K
Farmers & Merchants Investments Inc. 0.00% New 45 $2K
Ameritas Advisory Services, LLC 0.00% New 45 $2K
Clearstead Advisors, LLC 0.00% New 38 $2K
Principia Wealth Advisory, LLC 0.00% Add +9.1% 36 $2K
Noble Wealth Management PBC 0.00% New 33 $1K
Nisa Investment Advisors, LLC 0.00% Add +77.8% 32 $1K
SHP Wealth Management 0.00% Add +34.8% 31 $1K
Westside Investment Management, Inc. 0.00% No change 30 $1K
Blue Trust, Inc. 0.00% No change 28 $1K
Creative Capital Management Investments LLC 0.00% New 24 $1K
Planning Strategies Inc. 0.00% — 22 $923
Cromwell Holdings LLC 0.00% No change 21 $881
Lanark Financial, Inc. 0.00% New 20 $838
AdvisorNet Financial, Inc 0.00% Reduce -5.9% 16 $671
Millstone Evans Group, LLC 0.00% No change 15 $629
Gilpin Wealth Management, LLC 0.00% New 14 $588
Plante Moran Financial Advisors, LLC 0.00% New 12 $503
Rialto Wealth Management, LLC 0.00% Reduce -8.3% 11 $462
Transamerica Financial Advisors, LLC 0.00% No change 11 $461
Silver Grove Financial Group, Inc. 0.00% New 10 $419
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $378
Ankerstar Wealth, LLC 0.00% New 9 $377
Bay Harbor Wealth Management, LLC 0.00% Add +14.3% 8 $336
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 8 $336
Quaker Wealth Management, LLC 0.00% No change 6 $252
Davis Capital Management 0.00% New 6 $252
LRI Investments, LLC 0.00% New 5 $210
Smartleaf Asset Management LLC 0.00% No change 5 $202
True Wealth Design, LLC 0.00% New 3 $126
3 Factor Indexing, LLC 0.00% No change 2 $84
Activest Wealth Management 0.00% New 2 $84
DecisionPoint Financial, LLC 0.00% New 2 $83
Tounjian Advisory Partners, LLC 0.00% New 1 $44
Raffa Wealth Management, LLC 0.00% No change 1 $42
Maryland Capital Advisors Inc. 0.00% — 1 $42
Sachetta, LLC 0.00% New 1 $42
Navigoe, LLC 0.00% New 3 $0

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