Lazard, Inc. hedge fund holdings
LAZNYSE$36.07-0.37 (-1.02%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
LAZ · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-31.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 120 | 96 | $301M | $447M | 279 | Aug 14, 2025 |
| Q3 2025 | 118 | 88 | $208M | $337M | 318 | Nov 14, 2025 |
| Q4 2025 | 109 | 99 | $270M | $137M | 315 | Feb 14, 2026 |
| Q1 2026 | 126 | 105 | $378M | $178M | 320 | May 15, 2026 |
| Q2 2026 | 130 | 113 | $681M | $368M | 319 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
319 filersNew position
50$114M+2.72M sh
Increased
80$567M+13.5M sh
Reduced
67-$219M-5.22M sh
Out / sold
46-$149M-3.56M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | New Buy | +$29.2M | $29.2M | 0.02% | Aug 14, 2026 |
| Public Sector Pension Investment Board | New Buy | +$16.1M | $16.1M | 0.04% | Aug 13, 2026 |
| Caisse de depot et placement du Quebec | New Buy | +$15.3M | $15.3M | 0.02% | Aug 14, 2026 |
| Ranger Investment Management, L.P. | Reduce 53.18% | -$12.9M | $11.3M | 0.72% | Aug 13, 2026 |
| Callodine Capital Management, LP | Reduce 90.27% | -$11.7M | $1.26M | 0.08% | Aug 14, 2026 |
| Penn Capital Management Company, LLC | Sell 100% | -$11.3M | $0 | 0.00% | Jul 30, 2026 |
| Invenomic Capital Management LP | Sell 100% | -$10.9M | $0 | 0.00% | Aug 14, 2026 |
| MUFG Securities EMEA plc | New Buy | +$10.7M | $10.7M | 0.11% | Aug 12, 2026 |
| Bokf, NA | Reduce 99.23% | -$10.2M | $79.1K | 0.00% | Aug 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$7.71M | $0 | 0.00% | Aug 14, 2026 |
| Algebris (Uk) Ltd | Reduce 38.70% | -$6.91M | $10.9M | 0.72% | Aug 11, 2026 |
| Susquehanna Fundamental Investments, LLC | New Buy | +$6.41M | $6.41M | 0.12% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | New Buy | +$6.31M | $6.31M | 0.01% | Aug 13, 2026 |
| Levin Capital Strategies, L.P. | New Buy | +$5.81M | $5.81M | 0.39% | Jul 31, 2026 |
| Capital Fund Management S.A. | Reduce 89.28% | -$5.32M | $639K | 0.00% | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | New Buy | +$5.11M | $5.11M | 0.40% | Jul 24, 2026 |
| Nomura Asset Management International Inc. | Sell 100% | -$3.85M | $0 | 0.00% | Aug 14, 2026 |
| Amica Mutual Insurance Co | Reduce 46.49% | -$3.75M | $4.32M | 0.36% | Aug 5, 2026 |
| First Trust Advisors LP | Added 33.13% | +$3.1M | $12.4M | 0.01% | Aug 11, 2026 |
| Thrivent Financial for Lutherans | Added 526.35% | +$3.08M | $3.66M | 0.01% | Aug 14, 2026 |
| Ariel Investments, LLC | Reduce 1.22% | -$2.97M | $241M | 2.41% | Aug 14, 2026 |
| First National Trust Co | Sell 100% | -$2.43M | $0 | 0.00% | Jul 30, 2026 |
| Epoch Investment Partners, Inc. | Reduce 4.01% | -$2.29M | $54.8M | 0.31% | Aug 13, 2026 |
| Lido Advisors, LLC | New Buy | +$2.19M | $2.19M | 0.01% | Aug 7, 2026 |
| Van Berkom & Associates Inc. | Reduce 39.54% | -$2.15M | $3.29M | 0.11% | Aug 5, 2026 |
| Jain Global LLC | Sell 100% | -$2.02M | $0 | 0.00% | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | Sell 100% | -$1.85M | $0 | 0.00% | Aug 10, 2026 |
| AMG National Trust Bank | Sell 100% | -$1.72M | $0 | 0.00% | Aug 7, 2026 |
| Basswood Capital Management, L.L.C. | Reduce 6.53% | -$1.6M | $22.9M | 0.91% | Aug 14, 2026 |
| Yousif Capital Management, LLC | New Buy | +$1.26M | $1.26M | 0.01% | Jul 16, 2026 |
| Edgestream Partners, L.P. | Reduce 37.20% | -$1.25M | $2.1M | 0.06% | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 92.71% | -$1.24M | $97.7K | 0.00% | Aug 6, 2026 |
| Teachers Retirement System of the State of Kentucky | New Buy | +$1.17M | $1.17M | 0.01% | Aug 12, 2026 |
| Credit Agricole S A | Added 32.92% | +$1.07M | $4.32M | 0.01% | Aug 14, 2026 |
| Oregon Public Employees Retirement Fund | New Buy | +$1.07M | $1.07M | 0.01% | Jul 29, 2026 |
| Maverick Capital Ltd | Sell 100% | -$1.04M | $0 | 0.00% | Aug 14, 2026 |
| Segall Bryant & Hamill, LLC | Sell 100% | -$943K | $0 | 0.00% | Aug 12, 2026 |
| Fisher Asset Management, LLC | Reduce 1.03% | -$942K | $90.1M | 0.03% | Aug 4, 2026 |
| Oliver Luxxe Assets LLC | Reduce 46.10% | -$920K | $1.08M | 0.16% | Jul 9, 2026 |
| Empowered Funds, LLC | Sell 100% | -$904K | $0 | 0.00% | Aug 17, 2026 |
| Maryland State Retirement & Pension System | New Buy | +$877K | $877K | 0.02% | Jul 30, 2026 |
| Polymer Capital Management (US) LLC | New Buy | +$740K | $740K | 0.10% | Aug 14, 2026 |
| Calton & Associates, Inc. | Sell 100% | -$684K | $0 | 0.00% | Aug 10, 2026 |
| Crawford Investment Counsel Inc | Added 3.34% | +$541K | $16.7M | 0.28% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | Sell 100% | -$524K | $0 | 0.00% | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | Added 6.44% | +$511K | $8.44M | 0.88% | Jul 30, 2026 |
| Inceptionr LLC | Added 112.06% | +$473K | $894K | 0.22% | Aug 11, 2026 |
| Hunter Perkins Capital Management, LLC | Reduce 44.50% | -$471K | $588K | 0.13% | Jul 16, 2026 |
| VARCOV Co. | New Buy | +$467K | $467K | 0.18% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | Reduce 14.70% | -$440K | $2.55M | 0.03% | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 22.02% | -$407K | $1.44M | 0.00% | Aug 4, 2026 |
| Cambiar Investors LLC | Reduce 8.01% | -$406K | $4.66M | 0.20% | Jul 31, 2026 |
| Allstate Corp | New Buy | +$385K | $385K | 0.00% | Aug 13, 2026 |
| State of Alaska, Department of Revenue | Added 3.10% | +$366K | $12.2M | 0.12% | Jul 20, 2026 |
| CX Institutional | Added 10.90% | +$345K | $3.51M | 0.10% | Jul 2, 2026 |
| Natixis Advisors, LLC | Added 30.97% | +$344K | $1.46M | 0.00% | Aug 14, 2026 |
| Pinnacle Associates Ltd | New Buy | +$327K | $327K | 0.00% | Aug 3, 2026 |
| Purpose Unlimited Inc. | Added 4.20% | +$325K | $8.06M | 0.31% | Aug 13, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$325K | $0 | 0.00% | Aug 14, 2026 |
| Frec Markets, Inc. | New Buy | +$324K | $324K | 0.03% | Aug 13, 2026 |
| Aureus Asset Management, LLC | Added 24.65% | +$319K | $1.61M | 0.10% | Aug 14, 2026 |
| Infrastructure Capital Advisors, LLC | Sell 100% | -$314K | $0 | 0.00% | Aug 13, 2026 |
| CIBC Asset Management Inc | New Buy | +$300K | $300K | 0.00% | Aug 3, 2026 |
| Evergreen Capital Management LLC | Sell 100% | -$294K | $0 | 0.00% | Jul 23, 2026 |
| Lecap Asset Management Ltd | Sell 100% | -$286K | $0 | 0.00% | Jul 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 50.23% | -$265K | $262K | 0.01% | Jul 8, 2026 |
| Z3 Capital Partners, LLC | Sell 100% | -$249K | $0 | 0.00% | Jul 28, 2026 |
| Everhart Financial Group, Inc. | Sell 100% | -$245K | $0 | 0.00% | Jul 9, 2026 |
| DNB Asset Management AS | Sell 100% | -$235K | $0 | 0.00% | Aug 11, 2026 |
| Bridgewater Associates, LP | Sell 100% | -$229K | $0 | 0.00% | Aug 14, 2026 |
| K.J. Harrison & Partners Inc | Sell 100% | -$212K | $0 | 0.00% | Aug 7, 2026 |
| Beverly Hills Private Wealth, LLC | Sell 100% | -$209K | $0 | 0.00% | Aug 7, 2026 |
| Banque Pictet & Cie SA | Sell 100% | -$203K | $0 | 0.00% | Jul 24, 2026 |
| 1492 Capital Management LLC | Added 63.95% | +$174K | $446K | 0.13% | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | Added 1.56% | +$130K | $8.48M | 0.13% | Aug 3, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$118K | $118K | 0.01% | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 29.17% | -$106K | $256K | 0.00% | Jul 17, 2026 |
| Aster Capital Management (DIFC) Ltd | Sell 100% | -$105K | $0 | 0.00% | Aug 14, 2026 |
| Alps Advisors Inc | Added 3.06% | +$103K | $3.48M | 0.02% | Jul 29, 2026 |
| Callahan Advisors, LLC | Reduce 4.26% | -$97.9K | $2.2M | 0.17% | Aug 3, 2026 |
| Baird Financial Group, Inc. | Added 28.49% | +$92.9K | $419K | 0.00% | Aug 12, 2026 |
| GW Henssler & Associates Ltd | Added 0.64% | +$79.2K | $12.5M | 0.55% | Jul 28, 2026 |
| Prana Capital Management, LP | Reduce 1.39% | -$77.2K | $5.46M | 0.17% | Aug 14, 2026 |
| Great Lakes Retirement, Inc. | Added 7.04% | +$76.3K | $1.16M | 0.10% | Jul 30, 2026 |
| Assetmark, Inc | Reduce 41.67% | -$74.9K | $105K | 0.00% | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 8261.90% | +$72.8K | $73.6K | 0.01% | Aug 7, 2026 |
| DAVENPORT & Co LLC | Added 19.09% | +$65K | $406K | 0.00% | Jul 13, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$60.3K | $0 | 0.00% | Aug 13, 2026 |
| Spire Wealth Management | Reduce 72.82% | -$43K | $16.1K | 0.00% | Jul 15, 2026 |
| Frank, Rimerman Advisors LLC | Added 6.19% | +$41.9K | $719K | 0.04% | Jul 27, 2026 |
| Tradition Wealth Management, LLC | Reduce 13.41% | -$36.7K | $237K | 0.01% | Aug 11, 2026 |
| Salomon & Ludwin, LLC | Added 595.80% | +$35.2K | $41.1K | 0.00% | Aug 7, 2026 |
| Bayforest Capital Ltd | Reduce 21.92% | -$31.8K | $113K | 0.10% | Aug 5, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Reduce 0.84% | -$30.9K | $3.63M | 0.00% | Aug 13, 2026 |
| Keybank National Association | Reduce 4.93% | -$27.4K | $528K | 0.00% | Jul 28, 2026 |
| Jefferies Financial Group Inc. | Reduce 4.84% | -$25.5K | $500K | 0.00% | Aug 17, 2026 |
| Versant Capital Management, Inc | Added 4391.67% | +$22.1K | $22.6K | 0.00% | Jul 2, 2026 |
| Gilman Hill Asset Management, LLC | Added 2.99% | +$21K | $722K | 0.10% | Jul 9, 2026 |
| Broadwater Capital Management LLC | Reduce 37.50% | -$19.5K | $32.5K | 0.02% | Jul 24, 2026 |
| UMB Bank, n.a. | Added 1055.81% | +$19K | $20.8K | 0.00% | Aug 13, 2026 |