$LAZ

$37.70 +$0.49 (1.32%) Close

$LAZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 109.8M shares outstanding

Who owns LAZ?

By type of holder

Institutions 92.3% Insiders 0.6% Everyone else 7.1%

Concentration Top 10 holders own 52.4%

FMR LLC 10.2% · Price T Rowe Associates Inc /MD/ 8.2%

Institutional ownership

92.3%

+8.5 pts vs last qtr

Institutional holders

341

+6 vs last qtr

Net shares bought

+9.3M

by institutions in Q2 2026

New / sold out

66 / 60

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +2.0M
Norges Bank NEW +1.8M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.4M
Qube Research & Technologies Ltd SOLD OUT −951.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.9M

12 notices from 4 people

Shares covered

256.3K

0.23% of the company

Arranged in advance

92%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Orszag Peter Richard Officer 10b5-1 $8.23M
Betsch Mary Ann Officer 10b5-1 $1.34M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−19.8%

−2.43% a year

Each share's claim on the business

+24.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$3.1B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years90% Under 1 year10%

Quarterly turnover

17.4%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting LAZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	11.2M	10.16%	+540.5K (+5.1%)	2024	0.0%
Shares held by quarter Peak holding11.3M (Q2'25) Change over 8 quarters+1.6M Share of the company10.160% FMR LLC's full portfolio →
PT Price T Rowe Associates Inc /MD/	9.0M	8.16%	−639.5K (−6.7%)	2023	0.0%
Shares held by quarter Peak holding9.6M (Q1'26) Change over 8 quarters+8.9M Share of the company8.160% Price T Rowe Associates Inc /MD/'s full portfolio →

FMR LLC

11.2M

% of company

10.16%

Change vs last qtr

+540.5K (+5.1%)

Held since

2024

Price T Rowe Associates Inc /MD/

9.0M

% of company

8.16%

Change vs last qtr

−639.5K (−6.7%)

Held since

2023

28 more super investors behind a free account

See every manager holding Lazard, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LAZ on Form N-PORT; together they hold 47.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund, Inc.	$190M	4.5M	4.12%	1.16%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$149M	3.6M	3.24%	0.01%	June 30, 2026

T. Rowe Price Mid-Cap Value Fund, Inc.

Position value

$190M

% of company

4.12%

% of the fund

1.16%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$149M

% of company

3.24%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lazard, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
OP Orszag Peter Richard Insider	260.9K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Orszag Peter Richard's insider activity →
RE Russo Evan L Insider	247.3K	0.23%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.230% Russo Evan L's insider activity →

Orszag Peter Richard

Insider

260.9K

% of company

0.24%

Change vs last qtr

—

Held since

—

Russo Evan L

Insider

247.3K

% of company

0.23%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Lazard, Inc..

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