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HomeStocksLAZInstitutional Holders

LAZ logoLazard Inc (LAZ) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+9.85 pp), though top 10 holders maintain a highly concentrated 55.2% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
104.7%$3.8B total value · ▲ +9.85 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
60 / 100
Bullish
Institutions & Flow343 holders+8 net flow (+60 / -52)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+8)
  • Fisher Asset Management, Llc maintains a significant position
  • Top 10 holders control 55.2% of institutional value
  • No Insider Signal

Top Institutional Holders of LAZ

Ranked by reported Q2 2026 13F market value

Top 10 Holders
55.2%
Top 25 Holders
78.6%

Share of total reported institutional value in LAZ held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1FMR LLC11.2M$467.7M+5.1%11.444%0.02%
2BlackRock, Inc.9.0M$379.1M+19.3%9.275%0.01%
3VANGUARD PORTFOLIO MANAGEMENT LLC6.1M$257.3M+23.9%6.296%0.01%
4ARIEL INVESTMENTS, LLC5.8M$241.4M-1.2%5.906%2.41%
5VANGUARD CAPITAL MANAGEMENT LLC5.0M$210.6M+1.2%5.153%0.00%
6STATE STREET CORP3.6M$152.4M+93.0%3.728%0.00%
7GOLDMAN SACHS GROUP INC3.0M$125.3M+217.8%3.065%0.01%
8GEODE CAPITAL MANAGEMENT, LLC2.6M$107.5M+3.9%2.628%0.01%
9Capital Research Global Investors2.2M$94.0M-8.7%2.301%0.01%
10Fisher Asset Management, LLC2.1M$90.1M-1.0%2.205%0.03%
11MORGAN STANLEY2.1M$89.6M+42.1%2.193%0.00%
12DIMENSIONAL FUND ADVISORS LP2.1M$86.9M+9.0%2.127%0.02%
13AMERIPRISE FINANCIAL INC2.0M$81.9M-9.4%2.003%0.02%
14NORGES BANK1.8M$73.7M—1.803%0.01%
15Jupiter Topco LLC1.6M$67.3M—1.646%0.03%
16VICTORY CAPITAL MANAGEMENT INC1.5M$64.7M-14.0%1.582%0.04%
17Invesco Ltd.1.5M$61.3M+12.7%1.499%0.00%
18BNP PARIBAS FINANCIAL MARKETS1.4M$57.2M+2560.3%1.399%0.02%
19Epoch Investment Partners, Inc.1.3M$54.8M-4.0%1.341%0.31%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.2M$48.8M+7.8%1.193%0.01%
21PRINCIPAL FINANCIAL GROUP INC1.1M$47.7M-10.2%1.168%0.02%
22BANK OF AMERICA CORP /DE/1.0M$42.1M+124.0%1.031%0.00%
23JPMORGAN CHASE & CO1.0M$41.5M+225.1%1.051%0.00%
24ROYCE & ASSOCIATES LP968K$40.6M-0.7%0.993%0.33%
25UBS Group AG965K$40.5M+143.9%0.990%0.01%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LAZ — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in LAZ during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers60Added To103Trimmed165Exited52

New Buyers

60

Institutions that opened a new LAZ position in Q2 2026

  • BANK OF NOVA SCOTIA$33.8M
  • CANADA PENSION PLAN INVESTMENT BOARD$29.2M
  • PUBLIC SECTOR PENSION INVESTMENT BOARD$16.1M
  • CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$15.3M
  • MUFG Securities EMEA plc$10.7M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.4M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.3M
  • LEVIN CAPITAL STRATEGIES, L.P.$5.8M
  • Schonfeld Strategic Advisors LLC$5.7M
  • Capricorn Fund Managers Ltd$5.1M
  • PRUDENTIAL FINANCIAL INC$4.2M
  • Lido Advisors, LLC$2.2M

Exited Positions

52

Institutions that fully closed their LAZ position in Q2 2026

  • Qube Research & Technologies Ltd$40.4M
  • Woodline Partners LP$23.9M
  • Penn Capital Management Company, LLC$11.3M
  • Invenomic Capital Management LP$10.9M
  • Susquehanna Portfolio Strategies, LLC$7.7M
  • MILLENNIUM MANAGEMENT LLC$5.9M
  • DARK FOREST CAPITAL MANAGEMENT LP$5.7M
  • PEAK6 LLC$4.3M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

LAZ Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026343+4.6%104.66%+9.85 pp$3.85B+11%
Q1 2026328+0.3%94.81%+2.05 pp$3.48B11%
Q4 20253270.9%92.76%+6.83 pp$3.92B1.2%
Q3 2025330+11%85.93%2.86 pp$3.97B+5.2%
Q2 2025298+8.8%88.79%0.18 pp$3.77B+9.5%
Q1 20252743.9%88.97%+5.81 pp$3.44B16%
Q4 2024285+8.0%83.16%+1.54 pp$4.10B+5.0%
Q3 2024264—81.62%—$3.90B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

LAZ — Frequently Asked Questions

Quick answers to the most common questions about buying LAZ stock.

What percentage of LAZ is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Lazard Inc stands at 104.7%, held across 343 reporting institutions.

Who is the largest institutional holder of LAZ?

FMR LLC is the largest reported institutional holder of LAZ, with approximately 11,152,391 shares worth $0.47B as of Q2 2026.

Is LAZ a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of LAZ, including Fisher Asset Management, LLC.

What is LAZ's Smart Money Score?

Our composite Smart Money Score for LAZ is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought LAZ this quarter?

60 institutions opened new positions in LAZ during Q2 2026, while 52 fully exited. 103 added to existing positions and 165 trimmed.

How is institutional ownership of LAZ changing?

LAZ institutional ownership rose by 9.85 percentage points quarter-over-quarter, with a net change of +15 holders.

How concentrated is LAZ ownership among the top holders?

The top 10 institutions account for 55.2% of all reported 13F value in LAZ, and the top 25 account for 78.6%.

Where does this LAZ institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

$3.9M
  • FIRST NATIONAL TRUST CO$2.4M
  • Crossmark Global Holdings, Inc.$2.4M
  • Capula Management Ltd$2.3M
  • LAZLazard Inc
    $38.31$3.7B
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