# LAZARD INC (LAZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LAZ/

- Reporting holders: 10
- Reported value: $979.4K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $406.1K | 11,210 | 0.3% | 4 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $363.5K | 10,304 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $90.6K | 2,500 | 0.0% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $67.8K | 1,872 | 0.0% | 12 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $35.7K | 984 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $11.5K | 318 | 0.0% | 6 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.7K | 46 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.4K | 40 | 0.0% | 6 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $543 | 15 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $435 | 12 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 38 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $979.4K |
| Q2 2026 | 348 | $4.5B |
| Q1 2026 | 335 | $4.0B |
| Q4 2025 | 338 | $4.3B |
| Q3 2025 | 343 | $4.5B |
| Q2 2025 | 304 | $4.2B |
| Q1 2025 | 285 | $3.9B |
| Q4 2024 | 294 | $4.2B |
| Q3 2024 | 273 | $4.0B |
| Q2 2024 | 258 | $3.0B |
| Q1 2024 | 224 | $3.3B |
| Q4 2023 | 17 | $21.0M |