LAZARD INC (LAZ) Institutional Ownership
LAZ is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $248.66M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $247.50M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's LAZ position is now estimated to be worth approximately $235.91M, representing an estimated loss of -4.68% since the filing period.
Major shareholders tracked on this page include Ariel Appreciation Fund, Longleaf Partners, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward LAZARD INC (LAZ).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $248,657,633 | 5,853,522 |
| Q4 2025 | 3 | $258,597,992 | 5,325,329 |
| Q3 2025 | 3 | $278,450,456 | 5,275,681 |
| Q2 2025 | 3 | $277,385,109 | 5,781,265 |
| Q1 2025 | 2 | $244,304,792 | 5,642,143 |
| Q4 2024 | 2 | $289,373,095 | 5,621,078 |
| Q3 2024 | 3 | $329,296,073 | 6,536,246 |
| Q2 2024 | 3 | $252,573,223 | 6,615,328 |
| Q1 2024 | 3 | $288,389,591 | 6,887,738 |
Related LAZ Institutional Insights:
- LAZ Institutional Ownership & Insiders Activity
- LAZ Institutional Ownership & 13F Activity
- LAZ Top Institutional Shareholders
- LAZ Institutional Buying Activity
- LAZ Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- LAZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings