LAZ — LAZARD INC
As of Q2 2026, 35 SEC-registered investment managers reported holding LAZ (LAZARD INC) in their latest 13F filings, with a combined reported value of $1.87B across 53.60M shares. That is +17.1% by share count (+7.81M shares) versus the previous quarter, while reported value moved +21.7%. Ownership is concentrated: the five largest holders account for 62.7% of reported value and the top ten for 79.9%.
Compared with the prior quarter, 5 opened new positions, 18 added to existing stakes, 10 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LAZ is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 11.15M | $541.42M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 11.15M | $467.73M | 0.02% | Add |
| BlackRock Inc history | Q2 2026 | 9.04M | $379.09M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.99M | $125.26M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 2.56M | $107.45M | 0.01% | Add |
| Capital Research Global Investors history | Q2 2026 | 2.24M | $94.04M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.14M | $89.64M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.76M | $73.71M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 1.46M | $61.28M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 1.43M | $60.81M | 0.03% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.16M | $48.77M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 1.14M | $47.74M | 0.02% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.00M | $42.12M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.02M | $41.54M | 0.01% | New |
| Royce & Associates history | Q2 2026 | 968.11K | $40.60M | 0.33% | Reduce |
| UBS Group AG history | Q2 2026 | 964.65K | $40.46M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 889.39K | $37.30M | 0.03% | Reduce |
| Balyasny Asset Management history | Q2 2025 | 714.98K | $34.30M | 0.05% | New |
| BNY Mellon history | Q2 2026 | 752.61K | $31.56M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 741.04K | $31.08M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.02M sh · $41.54M
- CPP Investments 697.20K sh · $29.24M
- PSP Investments 383.71K sh · $16.09M
- CDPQ (Caisse de Depot) 366.00K sh · $15.35M
- Prudential Financial 100.54K sh · $4.22M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.43M sh · $60.81M
- Millennium Management sold 138.38K sh · $5.88M
- Maverick Capital sold 24.40K sh · $1.04M
- Bridgewater Associates sold 5.39K sh · $229.09K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | — | 9.54M | 9.78M | 9.57M | 8.64M | 11.08M | 11.27M | 10.68M | 11.26M | 10.61M | 11.15M |
| BlackRock Inc | — | — | — | 7.80M | 8.49M | 8.40M | 7.66M | 7.32M | 7.43M | 7.58M | 9.04M |
| Goldman Sachs Group | — | — | 140.49K | 117.05K | 595.88K | 759.87K | 840.13K | 862.41K | 861.18K | 939.89K | 2.99M |
| Geode Capital Management | — | 1.73M | 1.80M | 1.81M | 2.30M | 2.43M | 2.39M | 2.35M | 2.36M | 2.46M | 2.56M |
| Capital Research Global Investors | — | — | 2.30M | 4.19M | 4.43M | 3.79M | 2.37M | 2.24M | 2.46M | 2.46M | 2.24M |
| Morgan Stanley | — | 3.66M | 3.04M | 2.68M | 2.65M | 2.18M | 1.64M | 1.48M | 1.55M | 1.50M | 2.14M |
| Norges Bank Investment Management | — | — | 1.29M | — | 1.16M | — | 1.39M | — | 1.65M | — | 1.76M |
| Invesco Ltd | — | 552.59K | 228.14K | 1.26M | 1.20M | 1.28M | 1.21M | 1.13M | 1.15M | 1.30M | 1.46M |
| Charles Schwab Investment Management | — | 1.10M | 1.08M | 1.10M | 1.06M | 1.02M | 1.03M | 1.05M | 1.05M | 1.08M | 1.16M |
| Principal Global Investors | — | 1.96M | 2.04M | 2.25M | 1.94M | 1.78M | 1.78M | 1.59M | 1.48M | 1.27M | 1.14M |
| Bank of America Corp | — | 460.24K | 393.38K | 326.59K | 227.84K | 508.51K | 488.66K | 405.83K | 349.34K | 448.45K | 1.00M |
| JPMorgan Chase & Co | — | 455.69K | 477.46K | 189.25K | 158.60K | 154.44K | 129.89K | 129.17K | 144.85K | — | 1.02M |
| Royce & Associates | — | 968.87K | 1.03M | 916.52K | 855.91K | 847.80K | 910.17K | 845.14K | 896.33K | 974.99K | 968.11K |
| UBS Group AG | — | 201.42K | 149.25K | 122.12K | 330.46K | 249.76K | 289.21K | 251.16K | 332.33K | 395.45K | 964.65K |
| Two Sigma Investments | — | 620.50K | 977.69K | 887.44K | 686.62K | 378.30K | 119.33K | 125.37K | 350.82K | 949.44K | 889.39K |
| BNY Mellon | — | 247.67K | 278.88K | 297.07K | 678.62K | 676.09K | 643.96K | 613.85K | 501.75K | 477.91K | 752.61K |
| Northern Trust Corp | — | 556.99K | 803.95K | 810.11K | 693.60K | 711.99K | 623.37K | 592.32K | 572.18K | 588.40K | 741.04K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | 697.20K |
| AQR Capital Management | — | — | — | 3.99K | 5.42K | 12.56K | 63.78K | 70.96K | 208.20K | 370.80K | 401.22K |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | 383.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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