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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$248,657,6335,853,522
Q4 20253$258,597,9925,325,329
Q3 20253$278,450,4565,275,681
Q2 20253$277,385,1095,781,265
Q1 20252$244,304,7925,642,143
Q4 20242$289,373,0955,621,078
Q3 20243$329,296,0736,536,246
Q2 20243$252,573,2236,615,328
Q1 20243$288,389,5916,887,738