Across its top 20 institutional holders, LAZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$2.2B

Total Buy Value

$1.5B

Total Sell Value

New buy39

Trim103

Add139

Sold out45

178

Net Buyers

148

Net Sellers

Smart Money Convergence

LAZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/LAZ

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-23

2026-07-23

Lazard, Inc. issued a press release on July 23, 2026, reporting financial results for the second quarter ended June 30, 2026, and filed it as an 8-K with the SEC. This is a routine earnings disclosure, but the filing excerpt doesn't include any specific revenue or profit figures.

View Full Filing (SEC EDGAR)

2026-07-07

Lazard Inc. announced that board member Andrew M. Alper is retiring effective July 7, 2026. The board elected Kathy Elsesser to replace him, also effective July 7, and she will serve as Chair of the Compensation Committee.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

CF1027303, 52110M109, G54035103, G54050102

FAQ

Who are the top institutional investors holding Lazard, Inc. (LAZ)?

Major stakeholders currently include FMR LLC ($450.8M), Price T Rowe Associates INC /md/ ($407.9M), BlackRock, Inc. ($322.0M). Based on the latest 13F filings, there are a total of 334 tracked investment funds and institutions maintaining positions in LAZ.

What is the overall institutional sentiment toward LAZ recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $193.0M, driven by 178 managers accumulating shares while 148 reduced their exposure.

Which institutions have been selling or reducing their LAZ positions?

In the latest period, 103 funds trimmed their holdings, and 45 managers completely exited their positions. The aggregate reported sell value was $1.5B.

Are there any notable investors adding LAZ to their portfolios?

Yes, buying activity remains notable. 39 institutions opened new positions in {ticker}, and 139 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.2B.

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Developer Access

Access LAZ's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/LAZ

CLI

npx alphasmo stocks get LAZ

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