DaveManuel.com · Institutional Ownership · Who Owns It
LAZARD INC (LAZ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
351
Reporting holders
$4.3B
Reported value
91.9%
Of shares outstanding
0.4%
Calls
0.1%
Puts
+11
Holder change
Institutions report 101,557,627 shares against 110,548,172 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $467.7M | 11,152,391 | 0.02% | 10q | +5.1%+$22.7M |
| BlackRock, Inc. | $379.1M | 9,038,924 | 0.01% | 8q | +19.2%+$61.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $375.9M | 8,962,415 | 0.04% | 11q | -6.7%-$26.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $257.3M | 6,136,015 | 0.01% | 2q | +23.9%+$49.6M |
| ARIEL INVESTMENTS, LLC | $241.4M | 5,755,404 | 2.41% | 10q | -1.2%-$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $210.6M | 5,021,304 | 0.00% | 2q | +1.2%+$2.4M |
| STATE STREET CORP | $152.4M | 3,632,893 | 0.00% | 10q | +93.0%+$73.4M |
| GOLDMAN SACHS GROUP INC | $125.3M | 2,986,539 | 0.01% | 9q | +217.8%+$85.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $107.5M | 2,561,497 | 0.01% | 10q | +3.9%+$4.1M |
| Capital Research Global Investors | $94.0M | 2,242,241 | 0.01% | 9q | -8.7%-$9.0M |
| Fisher Asset Management, LLC | $90.1M | 2,148,377 | 0.03% | 10q | -1.0%-$942.3K |
| MORGAN STANLEY | $89.6M | 2,137,354 | 0.00% | 10q | +42.1%+$26.6M |
| DIMENSIONAL FUND ADVISORS LP | $86.9M | 2,072,270 | 0.02% | 10q | +9.0%+$7.2M |
| AMERIPRISE FINANCIAL INC | $81.9M | 1,952,363 | 0.02% | 10q | -9.4%-$8.5M |
| NORGES BANK | $73.7M | 1,757,418 | 0.01% | 8q | +6.5%+$4.5M |
| Jupiter Topco LLC | $67.3M | 1,604,098 | 0.03% | new | FIRST |
| VICTORY CAPITAL MANAGEMENT INC | $64.7M | 1,542,057 | 0.04% | 10q | -14.0%-$10.5M |
| Invesco Ltd. | $61.3M | 1,461,214 | 0.00% | 10q | +12.7%+$6.9M |
| BNP PARIBAS FINANCIAL MARKETS | $57.2M | 1,362,926 | 0.02% | 10q | +2560.4%+$55.0M |
| Epoch Investment Partners, Inc. | $54.8M | 1,306,301 | 0.31% | 10q | -4.0%-$2.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.8M | 1,162,755 | 0.01% | 10q | +7.9%+$3.6M |
| PRINCIPAL FINANCIAL GROUP INC | $47.7M | 1,138,315 | 0.02% | 10q | -10.2%-$5.4M |
| BANK OF AMERICA CORP /DE/ | $42.1M | 1,004,339 | 0.00% | 10q | +124.0%+$23.3M |
| JPMORGAN CHASE & CO | $41.5M | 1,024,305 | 0.00% | 10q | +225.1%+$28.8M |
| ROYCE & ASSOCIATES LP | $40.6M | 968,112 | 0.33% | 10q | -0.7%-$288.3K |
| UBS Group AG | $40.5M | 964,653 | 0.01% | 10q | +143.9%+$23.9M |
| TWO SIGMA INVESTMENTS, LP | $37.3M | 889,392 | 0.03% | 10q | -6.3%-$2.5M |
| BANK OF NOVA SCOTIA | $33.8M | 804,872 | 0.05% | new | NEW |
| Bank of New York Mellon Corp | $31.6M | 752,606 | 0.01% | 10q | +57.5%+$11.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $31.2M | 743,305 | 0.03% | 10q | -40.8%-$21.5M |
| NORTHERN TRUST CORP | $31.1M | 741,039 | 0.00% | 10q | +25.9%+$6.4M |
| VANGUARD FIDUCIARY TRUST CO | $29.7M | 709,203 | 0.01% | 2q | +0.9%+$279.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $29.2M | 697,200 | 0.02% | new | NEW |
| Squarepoint Ops LLC | $23.2M | 554,285 | 0.03% | 3q | +59.2%+$8.6M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $22.9M | 546,216 | 0.91% | 10q | -6.5%-$1.6M |
| FEDERATED HERMES, INC. | $20.4M | 487,237 | 0.03% | 10q | -2.2%-$460.3K |
| Allspring Global Investments Holdings, LLC | $17.0M | 412,291 | 0.03% | 2q | +22.9%+$3.2M |
| AQR CAPITAL MANAGEMENT LLC | $16.8M | 401,223 | 0.01% | 8q | +8.2%+$1.3M |
| CRAWFORD INVESTMENT COUNSEL INC | $16.7M | 398,595 | 0.28% | 10q | +3.3%+$540.7K |
| Public Sector Pension Investment Board | $16.1M | 383,706 | 0.04% | new | NEW |
| Caisse de depot et placement du Quebec | $15.3M | 365,995 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $14.8M | 353,445 | 0.00% | 10q | -20.0%-$3.7M |
| MetLife Investment Management, LLC | $13.7M | 326,564 | 0.06% | 10q | -5.2%-$744.4K |
| SG Americas Securities, LLC | $13.4M | 320,061 | 0.01% | 5q | +6389.5%+$13.2M |
| Walleye Capital LLC | $12.5M incl. $331.3K options CALL+PUT | 290,752 | 0.04% | 9q | +7380.1%+$12.4M |
| GW HENSSLER & ASSOCIATES LTD | $12.5M | 297,132 | 0.55% | 5q | +0.6%+$79.2K |
| FIRST TRUST ADVISORS LP | $12.4M | 296,546 | 0.01% | 10q | +33.1%+$3.1M |
| State of Alaska, Department of Revenue | $12.2M | 290,090 | 0.12% | 10q | +3.1%+$365.7K |
| Ranger Investment Management, L.P. | $11.3M | 270,470 | 0.72% | 7q | -53.2%-$12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.2M | 267,844 | 0.00% | 11q | HELD |
| ALGEBRIS (UK) LTD | $10.9M | 261,796 | 0.72% | 3q | -38.7%-$6.9M |
| MUFG Securities EMEA plc | $10.7M | 254,300 | 0.11% | new | NEW |
| Legal & General Group Plc | $10.2M | 244,003 | 0.00% | 10q | +195.1%+$6.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.8M incl. $6.3M options CALL+PUT | 83,248 | 0.00% | 10q | -82.8%-$47.3M |
| Swedbank AB | $8.7M | 207,000 | 0.01% | 9q | HELD |
| Crestwood Advisors Group, LLC | $8.5M | 202,261 | 0.13% | 11q | +1.6%+$130.3K |
| RHUMBLINE ADVISERS | $8.5M | 201,561 | 0.01% | 10q | +138.2%+$4.9M |
| Buck Wealth Strategies, LLC | $8.4M | 201,288 | 0.88% | 3q | +6.4%+$511.0K |
| Purpose Unlimited Inc. | $8.1M | 191,474 | 0.31% | 3q | +4.2%+$325.0K |
| Swiss National Bank | $7.9M | 188,400 | 0.00% | 9q | HELD |
| CITIGROUP INC | $7.8M | 187,153 | 0.00% | 10q | -42.2%-$5.7M |
| AMERICAN CENTURY COMPANIES INC | $7.8M | 185,136 | 0.00% | 6q | +69.8%+$3.2M |
| Nuveen, LLC | $7.1M | 169,584 | 0.00% | 6q | -1.0%-$69.6K |
| Russell Investments Group, Ltd. | $7.0M | 166,472 | 0.01% | 10q | -17.2%-$1.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $6.9M | 163,758 | 0.03% | 4q | -75.7%-$21.5M |
| California Public Employees Retirement System | $6.8M | 162,981 | 0.00% | 10q | -19.9%-$1.7M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.4M | 152,836 | 0.12% | new | NEW |
| TD Asset Management Inc | $6.4M | 152,698 | 0.01% | 9q | -8.7%-$611.8K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.3M | 150,500 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $6.2M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| LEVIN CAPITAL STRATEGIES, L.P. | $5.8M | 138,527 | 0.39% | new | NEW |
| Schonfeld Strategic Advisors LLC | $5.7M | 135,505 | 0.02% | new | NEW |
| Prana Capital Management, LP | $5.5M | 130,189 | 0.17% | 2q | -1.4%-$77.2K |
| Capricorn Fund Managers Ltd | $5.1M | 121,900 | 0.40% | new | NEW |
| IMC-Chicago, LLC | $4.8M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| CAMBIAR INVESTORS LLC | $4.7M | 111,179 | 0.20% | 5q | -8.0%-$406.2K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.6M | 109,925 | 0.01% | 9q | +3.5%+$154.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.6M | 108,613 | 0.00% | 10q | -3.2%-$150.8K |
| SEI INVESTMENTS CO | $4.5M | 106,590 | 0.00% | 10q | -44.6%-$3.6M |
| CREDIT AGRICOLE S A | $4.3M | 103,038 | 0.01% | 7q | +32.9%+$1.1M |
| AMICA MUTUAL INSURANCE CO | $4.3M | 103,039 | 0.36% | 9q | -46.5%-$3.8M |
| PRUDENTIAL FINANCIAL INC | $4.2M | 100,538 | 0.00% | new | NEW |
| Focus Partners Wealth | $4.1M | 98,021 | 0.00% | 9q | -2.7%-$113.4K |
| STIFEL FINANCIAL CORP | $4.1M | 97,743 | 0.00% | 10q | -30.3%-$1.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.0M | 95,846 | 0.01% | 9q | -5.6%-$239.3K |
| Engineers Gate Manager LP | $4.0M | 95,509 | 0.05% | 2q | +74.7%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $3.7M | 89,100 | 0.00% | 10q | +22.4%+$684.2K |
| Janney Montgomery Scott LLC | $3.7M | 87,603 | 0.01% | 10q | +24.0%+$710.9K |
| Thrivent Financial for Lutherans | $3.7M | 87,275 | 0.01% | 4q | +526.3%+$3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.6M | 86,502 | 0.00% | 2q | -0.8%-$30.9K |
| CX Institutional | $3.5M | 83,677 | 0.10% | 3q | +10.9%+$344.9K |
| Brevan Howard Capital Management LP | $3.5M | 82,940 | 0.03% | 5q | +1547.3%+$3.3M |
| ALPS ADVISORS INC | $3.5M | 82,903 | 0.02% | 4q | +3.1%+$103.1K |
| Walleye Trading LLC | $3.4M incl. $3.1M options CALL+PUT | 7,021 | 0.00% | 8q | +225.5%+$2.4M |
| Van Berkom & Associates Inc. | $3.3M | 78,395 | 0.11% | 4q | -39.5%-$2.2M |
| WELLS FARGO & COMPANY/MN | $2.9M | 68,587 | 0.00% | 10q | -0.8%-$24.5K |
| NATIONAL BANK OF CANADA /FI/ | $2.6M | 63,090 | 0.00% | 10q | +34.0%+$671.3K |
| ICON ADVISERS INC/CO | $2.6M | 61,898 | 0.49% | 9q | HELD |
| Illinois Municipal Retirement Fund | $2.6M | 60,903 | 0.03% | 10q | -14.7%-$440.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.3M | 53,910 | 0.00% | 10q | -76.0%-$7.2M |
Showing the largest 100 of 351 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-13 | 2026-10-12 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-25 | Orszag Peter Richard | CEO & Chairman | Sold | 125,000 | $5.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 87 | $46.9M | 1,295,124 | 18 | 25 | 29 | 0.0% |
| Q2 2026 | 351 | $4.3B | 101,557,627 | 64 | 113 | 106 | 0.5% |
| Q1 2026 | 340 | $3.9B | 92,053,641 | 41 | 131 | 98 | 0.5% |
| Q4 2025 | 340 | $4.3B | 88,712,756 | 45 | 109 | 92 | 0.7% |
| Q3 2025 | 346 | $4.5B | 83,731,264 | 74 | 100 | 99 | 0.9% |
| Q2 2025 | 305 | $4.2B | 87,356,947 | 59 | 107 | 85 | 0.6% |
| Q1 2025 | 286 | $3.9B | 89,299,778 | 37 | 102 | 76 | 0.4% |
| Q4 2024 | 297 | $4.2B | 81,224,474 | 41 | 105 | 81 | 0.6% |
| Q3 2024 | 276 | $4.0B | 79,543,801 | 49 | 88 | 75 | 0.9% |
| Q2 2024 | 260 | $3.0B | 77,468,606 | 62 | 92 | 56 | 0.9% |
| Q1 2024 | 232 | $3.3B | 78,404,813 | 217 | 5 | 6 | 0.6% |
| Q4 2023 | 168 | $2.3B | 66,556,398 | 29 | 46 | 59 | 1.1% |
| Q3 2023 | 196 | $2.0B | 63,462,374 | 25 | 56 | 66 | 0.6% |
| Q2 2023 | 201 | $2.1B | 66,246,037 | 20 | 65 | 66 | 0.5% |
| Q1 2023 | 212 | $2.5B | 73,684,950 | 23 | 70 | 70 | 0.8% |
| Q4 2022 | 210 | $2.3B | 64,764,125 | 24 | 59 | 82 | 1.3% |
| Q3 2022 | 209 | $3.0B | 92,694,186 | 29 | 52 | 76 | 0.9% |
| Q2 2022 | 204 | $3.1B | 95,424,440 | 24 | 53 | 76 | 1.0% |
| Q1 2022 | 225 | $3.4B | 98,436,182 | 33 | 84 | 61 | 0.8% |
| Q4 2021 | 249 | $4.6B | 105,605,928 | 28 | 68 | 79 | 0.7% |
| Q3 2021 | 239 | $5.2B | 112,740,749 | 18 | 62 | 83 | 0.3% |
| Q2 2021 | 260 | $7.4B | 162,765,631 | 28 | 70 | 95 | 0.2% |
| Q1 2021 | 257 | $9.2B | 210,949,097 | 46 | 80 | 84 | 0.2% |
| Q4 2020 | 240 | $9.2B | 217,939,568 | 41 | 63 | 85 | 0.2% |
| Q3 2020 | 213 | $7.0B | 210,619,411 | 30 | 59 | 76 | 0.2% |
| Q2 2020 | 211 | $6.0B | 210,505,107 | 32 | 55 | 82 | 0.2% |
| Q1 2020 | 214 | $5.3B | 226,185,476 | 29 | 56 | 86 | 0.1% |
| Q4 2019 | 245 | $9.5B | 236,954,274 | 31 | 59 | 96 | 0.1% |
| Q3 2019 | 241 | $10.1B | 287,271,982 | 28 | 61 | 98 | 0.2% |
| Q2 2019 | 251 | $9.9B | 285,975,981 | 36 | 70 | 93 | 0.3% |
| Q1 2019 | 265 | $10.2B | 280,858,946 | 34 | 74 | 102 | 0.2% |
| Q4 2018 | 273 | $9.0B | 244,132,992 | 3 | 6 | 4 | 0.1% |