LAZARD INC (LAZ) Institutional Ownership Changes & 13F Activity
LAZARD INC (LAZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Ariel Appreciation Fund, Sequoia Financial Advisors, Longleaf Partners, and Third Avenue Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Ariel Appreciation Fund | Buy | 529,467 | 5,826,289 | $247,500,757 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -1,274 | 8,625 | $366,408 |
| Q4 2025 | Ariel Appreciation Fund | Buy | 50,933 | 5,296,822 | $257,213,676 |
| Q4 2025 | Longleaf Partners | Sell | -4,255 | 18,608 | $903,604 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 2,970 | 9,899 | $480,712 |
| Q3 2025 | Ariel Appreciation Fund | Sell | -508,108 | 5,245,889 | $276,878,022 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 2,524 | 6,929 | $365,725 |
| Q2 2025 | Ariel Appreciation Fund | Buy | 134,717 | 5,753,997 | $276,076,776 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 4,405 | 4,405 | $211,367 |
| Q1 2025 | Ariel Appreciation Fund | Buy | 21,065 | 5,619,280 | $243,314,824 |
| Q4 2024 | Ariel Appreciation Fund | Sell | -552,653 | 5,598,215 | $288,196,108 |
| Q3 2024 | Third Avenue Management | Sell | -188,294 | 362,515 | $18,263,506 |
| Q3 2024 | Ariel Appreciation Fund | Buy | 109,212 | 6,150,868 | $309,880,729 |
| Q2 2024 | Ariel Appreciation Fund | Sell | -277,002 | 6,041,656 | $230,670,426 |
| Q2 2024 | Longleaf Partners | Buy | 4,255 | 22,863 | $872,909 |
| Q2 2024 | Third Avenue Management | Buy | 337 | 550,809 | $21,029,888 |
| Q1 2024 | Ariel Appreciation Fund | Buy | 6,318,658 | 6,318,658 | $264,562,211 |
| Q1 2024 | Third Avenue Management | Buy | 550,472 | 550,472 | $23,048,263 |
| Q1 2024 | Longleaf Partners | Buy | 18,608 | 18,608 | $779,117 |
Frequently asked questions about LAZ activity
Which institutional owners are buying LAZ?
Institutional owners buying LAZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LAZ activity?
"Buy" means an investor increased their reported position in LAZ compared to the prior reporting period. This reflects growing exposure to LAZARD INC (LAZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LAZ increasing?
Institutional interest in LAZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related LAZ Institutional Insights
- LAZ Institutional Ownership Overview
- 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
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- Most Sold Financial Services Stocks By Institutional Investors
- LAZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings