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Lazard (LAZ) Institutional Ownership

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$53.95 +1.18 (+2.24%)
Closing price 07/22/2025 03:58 PM Eastern
Extended Trading
$53.81 -0.14 (-0.27%)
As of 07/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Lazard (NYSE:LAZ)

Current
Institutional Ownership
Percentage
54.80%
Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$321.34M
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LAZ Institutional Buying and Selling by Quarter

Lazard Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Hunter Perkins Capital Management LLC28,525$1.37M0.3%-15.0%0.025%
7/22/2025O Keefe Stevens Advisory Inc.218,890$10.50M3.0%+1.8%0.194%
7/21/2025 Ascent Group LLC9,516$457K0.0%-32.9%0.008%
7/21/2025 Greenwood Capital Associates LLC19,710$946K0.1%N/A0.017%
7/21/2025 Hilltop National Bank7,441$357K0.1%N/A0.007%
7/18/2025 Consolidated Planning Corp16,240$779K0.1%N/A0.014%
7/18/2025 O ROURKE & COMPANY Inc8,964$430K0.2%-7.4%0.008%
7/18/2025 Truist Financial Corp25,191$1.21M0.0%+1.2%0.022%
7/17/2025 Trivium Point Advisory LLC4,640$223K0.0%N/A0.004%
7/17/2025 Centennial Wealth Advisory LLC11,911$572K0.2%N/A0.011%
7/16/2025 Banque Pictet & Cie SA16,683$800K0.0%-6.3%0.015%
7/15/2025 North Star Investment Management Corp.8,125$390K0.0%-63.1%0.007%
7/15/2025 TD Private Client Wealth LLC77,839$3.74M0.1%+8.3%0.069%
7/14/2025 Oliver Luxxe Assets LLC46,592$2.24M0.4%+1.1%0.041%
7/14/2025 GAMMA Investing LLC918$44K0.0%+57.2%0.001%
7/14/2025 Park Avenue Securities LLC6,393$307K0.0%N/A0.006%
7/11/2025 International Private Wealth Advisors LLC7,372$354K0.3%N/A0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC8,542$430K0.0%+34.5%0.008%
7/9/2025 Gilman Hill Asset Management LLC14,090$676K0.1%+14.2%0.012%
7/8/2025 Parallel Advisors LLC1,771$85K0.0%+170.8%0.002%
6/18/2025Voya Investment Management LLC1,217,486$52.72M0.1%+2.0%1.080%
5/29/2025Rhumbline Advisers127,613$5.53M0.0%-1.3%0.113%
5/28/2025Strs Ohio78,085$3.38M0.0%N/A0.069%
5/21/2025Geneos Wealth Management Inc.2,007$87K0.0%+72.7%0.002%
5/20/2025Focus Partners Wealth103,778$4.49M0.0%+178.6%0.092%
5/19/2025Bayforest Capital Ltd3,967$172K0.1%-6.7%0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC238,288$10.32M0.0%+8.4%0.211%
5/16/2025 Ascent Group LLC14,172$614K0.0%+34.9%0.013%
5/16/2025Goldman Sachs Group Inc.759,867$32.90M0.0%+27.5%0.674%
5/16/2025Teza Capital Management LLC7,872$341K0.2%-52.3%0.007%
5/16/2025AQR Capital Management LLC12,563$544K0.0%+131.8%0.011%
5/16/2025Advisors Asset Management Inc.4,408$191K0.0%-7.0%0.004%
5/16/2025Ariel Investments LLC5,619,280$243.32M2.9%+0.4%4.983%
5/16/2025Amundi2,263,046$97.99M0.0%+141.6%2.007%
5/15/2025Royal Bank of Canada1,079,277$46.73M0.0%-5.4%0.957%
5/15/2025Calton & Associates Inc.25,725$1.11M0.3%N/A0.023%
5/15/2025Baird Financial Group Inc.11,622$503K0.0%+8.5%0.010%
5/14/2025Epoch Investment Partners Inc.1,648,014$71.36M0.4%-10.0%1.461%
5/14/2025Comerica Bank11,467$497K0.0%-5.8%0.010%
5/14/2025 Oliver Luxxe Assets LLC46,075$2.00M0.4%+5.4%0.041%
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5/14/2025Penn Capital Management Company LLC335,747$14.58M1.4%+8.1%0.298%
5/14/2025Northwestern Mutual Wealth Management Co.6,978$302K0.0%+9.9%0.006%
5/14/2025Ameriprise Financial Inc.1,690,943$73.21M0.0%+31.6%1.500%
5/14/2025Price T Rowe Associates Inc. MD6,099,179$264.10M0.0%+2,324.4%5.409%
5/14/2025Tradition Wealth Management LLC7,265$315K0.0%-4.3%0.006%
5/14/2025Quantbot Technologies LP42,840$1.86M0.1%+2,942.6%0.038%
5/14/2025Wellington Management Group LLP9,636$417K0.0%N/A0.009%
5/13/2025Northern Trust Corp711,993$30.83M0.0%+2.7%0.631%
5/13/2025Raymond James Financial Inc.84,315$3.65M0.0%+89.9%0.075%
5/13/2025American Century Companies Inc.9,775$423K0.0%N/A0.009%
5/13/2025Russell Investments Group Ltd.91,033$3.94M0.0%+1.5%0.081%
5/13/2025HighTower Advisors LLC40,032$1.73M0.0%-0.8%0.036%
5/12/2025Nuveen LLC253,995$11.00M0.0%N/A0.225%
5/12/2025Virtu Financial LLC13,810$598K0.0%N/A0.012%
5/12/2025Invesco Ltd.1,283,279$55.57M0.0%+6.9%1.138%
5/12/2025National Bank of Canada FI11,242$487K0.0%+357.5%0.010%
5/12/2025Citigroup Inc.358,970$15.54M0.0%+5.1%0.318%
5/12/2025Swiss National Bank175,200$7.59M0.0%-1.2%0.155%
5/12/2025Maryland State Retirement & Pension System5,115$221K0.0%-18.2%0.005%
5/9/2025Deutsche Bank AG17,714$767K0.0%-68.5%0.016%
5/9/2025Charles Schwab Investment Management Inc.1,015,249$43.96M0.0%-4.6%0.900%
5/9/2025Vanguard Group Inc.10,658,164$461.50M0.0%-1.2%9.452%
5/9/2025Argent Trust Co45,524$1.97M0.1%+1.0%0.040%
5/9/2025PNC Financial Services Group Inc.2,259$98K0.0%+12.5%0.002%
5/8/2025Commerce Bank10,933$473K0.0%+11.9%0.010%
5/8/2025US Bancorp DE1,401$61K0.0%-37.8%0.001%
5/8/2025Natixis Advisors LLC27,978$1.21M0.0%-2.8%0.025%
5/8/2025Bayforest Capital Ltd3,967$172K0.1%-6.7%0.004%
5/8/2025Vestcor Inc7,135$309K0.0%N/A0.006%
5/8/2025Federated Hermes Inc.646,882$28.01M0.1%+2.5%0.574%
5/7/2025Mackenzie Financial Corp23,937$1.04M0.0%+37.1%0.021%
5/7/2025LPL Financial LLC41,859$1.81M0.0%+0.8%0.037%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 23,509$1.02M0.0%+4.7%0.021%
5/7/2025TD Asset Management Inc181,126$7.84M0.0%-20.9%0.161%
5/7/2025Freemont Management S.A.78,700$3.41M1.1%N/A0.070%
5/6/2025Assetmark Inc.4,479$194K0.0%-8.3%0.004%
5/6/2025Cetera Investment Advisers21,854$946K0.0%+54.5%0.019%
5/6/2025Avantax Advisory Services Inc.14,549$630K0.0%+2.6%0.013%
5/6/2025Royce & Associates LP847,802$36.71M0.4%-0.9%0.752%
5/6/2025Jackson Hole Capital Partners LLC36,229$1.57M0.3%+5.0%0.032%
5/6/2025KLP Kapitalforvaltning AS17,200$745K0.0%-6.5%0.015%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH5,472$237K0.0%N/A0.005%
5/5/2025Crestwood Advisors Group LLC181,159$7.84M0.1%-2.1%0.161%
5/5/2025Calton & Associates Inc.654$28K0.0%N/A0.001%
5/5/2025Impact Partnership Wealth LLC8,858$384K0.1%-6.2%0.008%
5/2/2025Victory Capital Management Inc.1,644,323$71.20M0.1%+42.2%1.458%
5/2/2025Edgestream Partners L.P.39,681$1.72M0.1%-54.5%0.035%
5/1/2025Bleakley Financial Group LLC10,852$470K0.0%-20.1%0.010%
5/1/2025CWM LLC19,558$847K0.0%+1.8%0.017%
5/1/2025New York State Common Retirement Fund269,816$11.68M0.0%-2.3%0.239%
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5/1/2025Callahan Advisors LLC57,801$2.50M0.2%+9.1%0.051%
5/1/2025Xponance Inc.14,479$627K0.0%+3.5%0.013%
4/30/2025 Banque Pictet & Cie SA17,803$771K0.0%N/A0.016%
4/30/2025M&T Bank Corp56,051$2.43M0.0%-21.5%0.050%
4/29/2025 TD Private Client Wealth LLC71,906$3.11M0.1%+7.3%0.064%
4/29/2025Envestnet Asset Management Inc.287,574$12.45M0.0%+9.7%0.255%
4/29/2025HM Payson & Co.2,057$89K0.0%+861.2%0.002%
4/29/2025Bank of New York Mellon Corp676,093$29.28M0.0%-0.4%0.600%
4/28/2025Principal Financial Group Inc.1,784,257$77.26M0.0%-8.0%1.582%
4/28/2025Teacher Retirement System of Texas43,605$1.89M0.0%-28.2%0.039%
(Data available from 1/1/2016 forward)

LAZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LAZ shares?

During the previous two years, 295 institutional investors and hedge funds held shares of Lazard. The most heavily invested institutionals were Vanguard Group Inc. ($461.50M), FMR LLC ($444.98M), Price T Rowe Associates Inc. MD ($264.10M), Ariel Investments LLC ($243.32M), Capital Research Global Investors ($228.05M), Geode Capital Management LLC ($118.29M), and State Street Corp ($98.15M).Learn more on Lazard's institutional investors.

What percentage of Lazard's stock is owned by institutional investors?

54.80% of Lazard's stock is owned by institutional investors. Learn more on LAZ's institutional investor holdings.

Which institutional investors have been buying Lazard's stock?

Of the 255 institutional investors that purchased Lazard's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($6.03M), Norges Bank ($2.52M), Principal Financial Group Inc. ($2.27M), Amundi ($2.26M), Victory Capital Management Inc. ($1.63M), Janus Henderson Group PLC ($1.57M), and Claro Advisors LLC ($1.22M).

How much institutional buying is happening at Lazard?

Institutional investors have bought a total of 22,337,825 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

Which of Lazard's major shareholders have been selling company stock?

Of the 98 institutional investors that sold Lazard's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.14M), Ariel Investments LLC ($829.66K), Principal Financial Group Inc. ($465.79K), Janus Henderson Group PLC ($408.40K), JPMorgan Chase & Co. ($318.86K), BNP Paribas Financial Markets ($315.25K), and Epoch Investment Partners Inc. ($291.90K).

How much institutional selling is happening at Lazard?

Institutional investors have sold a total of 6,566,238 shares in the last 24 months. This volume of shares sold represents approximately $321.34M in transactions.



This page (NYSE:LAZ) was last updated on 7/23/2025 by MarketBeat.com Staff
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