LAZ · Company research
Lazard, Inc. (LAZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8007 | 335844 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARIEL INVESTMENTS, LLC | 936753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5570798 | 233639268 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87603 | 3674 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 995 | 41113 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140841 | 789602 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1542057 | 64673870 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 430 | 18053 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9671 | 405602 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 20970 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77517 | 3251063 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4817 | 202025 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60903 | 2554272 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152698 | 6404154 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21168 | 887787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7729 | 324154 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254300 | 10665342 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50153 | 2103417 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290752 | 12194139 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31824 | 1334706 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52264 | 2191978 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 629 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6276 | 263215 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 487237 | 20434720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Callahan Advisors, LLC | 1395055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52442 | 2199411 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 377 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89100 | 3736869 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14161 | 593629 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 461 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 709203 | 29743974 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 1492 Capital Management LLC | 1584087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10639 | 446200 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45957 | 1927457 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3364 | 141086 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1890454 | 79285641 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13715 | 575207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 16776 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411191 | 16990412 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 2 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296546 | 12437139 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 42 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mork Capital Management, LLC | 1626494 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22250 | 933165 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 889392 | 37301100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 8388 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALGEBRIS (UK) LTD | 1700286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 261796 | 10945147 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 573922 | 24070289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Claro Advisors Inc. | 1764386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11951 | 501225 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 4866 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60 | 2516 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Buck Wealth Strategies, LLC | 1973259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201288 | 8442010 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6284 | 263551 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tradition Wealth Management, LLC | 1843010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5650 | 236961 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 3649 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53194 | 2230983 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200 | 260028 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 16776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18494 | 775635 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1757418 | 73706111 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201561 | 8453420 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1481 | 62111 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33242 | 1394169 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42842 | 1796793 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 44 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41652 | 1746876 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188400 | 7901496 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 4488 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8094 | 339469 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 838 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Clearstead Trust, LLC | 1708001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 3607 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13290 | 557383 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260985 | 52885711 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 920 | 38585 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7721 | 323819 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11931 | 500386 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 1300 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207000 | 8681580 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135505 | 5683079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 605 | 25374 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257 | 11 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TD Capital Management LLC | 1483824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 526 | 22047 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47408 | 1988291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.