Lazard, Inc. (LAZ) — Institutional Holders, Q2 2026 (page 4)
419 institutional investment managers reported a LAZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LAZ 13F holders ranked 301–400 of 419
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | State of Wyoming#301 · 2,439 sh | 2,439 | $102.3K | 0.01% | +182.0% |
| 302 | Sterling Capital Management#302 · 2,438 sh | 2,438 | $102.3K | — | -6.8% |
| 303 | Mitsubishi UFJ & Banking#303 · 2,329 sh | 2,329 | $97.7K | <0.01% | -92.7% |
| 304 | Aptus Capital Advisors#304 · 2,756 sh | 2,756 | $96.7K | <0.01% | New |
| 305 | Axiom Investment Management#305 · 2,100 sh | 2,100 | $88.1K | 0.06% | 0.0% |
| 306 | Nykredit A/S#306 · 2,074 sh | 2,074 | $87.0K | <0.01% | — |
| 307 | Strategic Wealth Partners, Ltd.#307 · 1,733 sh | 1,733 | $85.0K | <0.01% | -37.8% |
| 308 | STRS OHIO#308 · 1,967 sh | 1,967 | $82.5K | <0.01% | -96.4% |
| 309 | BOKF, NA#309 · 1,885 sh | 1,885 | $79.1K | <0.01% | -99.2% |
| 310 | Pinnacle Wealth Planning Services#310 · 1,756 sh | 1,756 | $73.6K | <0.01% | +8261.9% |
| 311 | BNP Paribas Asset Management Holding S.A.#311 · 1,702 sh | 1,702 | $71.4K | <0.01% | -19.6% |
| 312 | JNBA Financial Advisors#312 · 1,932 sh | 1,932 | $67.8K | <0.01% | +149.3% |
| 313 | GAMMA Investing#313 · 1,364 sh | 1,364 | $57.2K | — | +5.7% |
| 314 | Westfuller Advisors#314 · 1,282 sh | 1,282 | $53.8K | 0.02% | 0.0% |
| 315 | V-Square Quantitative Management#315 · 1,282 sh | 1,282 | $53.8K | — | 0.0% |
| 316 | US BANCORP \DE\#316 · 1,121 sh | 1,121 | $47.0K | <0.01% | -17.6% |
| 317 | Allworth Financial#317 · 1,073 sh | 1,073 | $44.5K | <0.01% | +14.0% |
| 318 | Roxbury Financial#318 · 984 sh | 984 | $41.3K | — | -4.8% |
| 319 | Salomon & Ludwin#319 · 995 sh | 995 | $41.1K | <0.01% | +595.8% |
| 320 | COMPASS FINANCIAL MANAGEMENT#320 · 980 sh | 980 | $41.1K | <0.01% | — |
| 321 | SIGNATUREFD#321 · 920 sh | 920 | $38.6K | — | +3.6% |
| 322 | Harbor Asset Planning#322 · 1,086 sh | 1,086 | $38.1K | — | +1328.9% |
| 323 | Integrated Wealth Concepts#323 · 858 sh | 858 | $36.0K | <0.01% | New |
| 324 | Geneos Wealth Management#324 · 846 sh | 846 | $35.5K | <0.01% | 0.0% |
| 325 | HM PAYSON#325 · 822 sh | 822 | $34.5K | <0.01% | 0.0% |
| 326 | Triumph Capital Management#326 · 800 sh | 800 | $33.6K | — | 0.0% |
| 327 | BROADWATER CAPITAL MANAGEMENT#327 · 775 sh | 775 | $32.5K | 0.02% | -37.5% |
| 328 | Farther Finance Advisors#328 · 711 sh | 711 | $29.8K | — | -21.9% |
| 329 | RICHARDSON FINANCIAL SERVICES#329 · 675 sh | 675 | $28.3K | 0.02% | -12.3% |
| 330 | SOUTHERN MICHIGAN BANK &#330 · 650 sh | 650 | $27.3K | — | 0.0% |
| 331 | Quest 10 Wealth Builders#331 · 645 sh | 645 | $27.1K | 0.02% | 0.0% |
| 332 | WELLINGTON-ALTUS USA#332 · 617 sh | 617 | $26.2K | 0.02% | 0.0% |
| 333 | IFP Advisors#333 · 605 sh | 605 | $25.4K | — | -39.3% |
| 334 | PRIVATE NA#334 · 723 sh | 723 | $25.4K | — | -74.2% |
| 335 | Versant Capital Management#335 · 539 sh | 539 | $22.6K | — | +4391.7% |
| 336 | TD Capital Management#336 · 526 sh | 526 | $22.0K | <0.01% | +1.2% |
| 337 | UMB Bank, n.a.#337 · 497 sh | 497 | $20.8K | <0.01% | +1055.8% |
| 338 | Mitsubishi UFJ Asset Management , Ltd.#338 · 458 sh | 458 | $19.2K | 0.00% | 0.0% |
| 339 | WHITTIER#339 · 424 sh | 424 | $18.4K | <0.01% | -12.4% |
| 340 | MCF Advisors#340 · 430 sh | 430 | $18.1K | <0.01% | 0.0% |
| 341 | HHM Wealth Advisors#341 · 410 sh | 410 | $17.2K | <0.01% | 0.0% |
| 342 | Tower Research Capital (TRC)#342 · 408 sh | 408 | $17.1K | <0.01% | -38.2% |
| 343 | HANTZ FINANCIAL SERVICES#343 · 408 sh | 408 | $17.0K | <0.01% | +6700.0% |
| 344 | Ancora Advisors#344 · 400 sh | 400 | $16.8K | <0.01% | 0.0% |
| 345 | CENTRAL#345 · 400 sh | 400 | $16.8K | <0.01% | 0.0% |
| 346 | Spire Wealth Management#346 · 383 sh | 383 | $16.1K | <0.01% | -72.8% |
| 347 | Cape Investment Advisory#347 · 400 sh | 400 | $14.0K | — | New |
| 348 | Continuum Advisory#348 · 325 sh | 325 | $13.6K | <0.01% | New |
| 349 | Essential Partners#349 · 324 sh | 324 | $13.6K | — | +13.3% |
| 350 | BOYD WATTERSON ASSET MANAGEMENT#350 · 317 sh | 317 | $13.3K | <0.01% | 0.0% |
| 351 | EverSource Wealth Advisors#351 · 292 sh | 292 | $12.2K | <0.01% | -66.2% |
| 352 | MassMutual Private Wealth & , FSB#352 · 266 sh | 266 | $11.2K | — | 0.0% |
| 353 | Covestor Ltd#353 · 257 sh | 257 | $11.0K | <0.01% | -39.2% |
| 354 | JFS WEALTH ADVISORS#354 · 206 sh | 206 | $8.6K | <0.01% | +7.9% |
| 355 | FIL Ltd#355 · 205 sh | 205 | $8.6K | 0.00% | 0.0% |
| 356 | Union Bankshares#356 · 200 sh | 200 | $8.4K | <0.01% | 0.0% |
| 357 | James T. Borello RIA#357 · 185 sh | 185 | $7.8K | — | -14.4% |
| 358 | HARBOUR INVESTMENTS#358 · 179 sh | 179 | $7.5K | <0.01% | 0.0% |
| 359 | Parkside Financial Bank#359 · 162 sh | 162 | $6.8K | <0.01% | +165.6% |
| 360 | Boreal Capital Management#360 · 154 sh | 154 | $6.5K | <0.01% | 0.0% |
| 361 | HUNTINGTON NATIONAL BANK#361 · 135 sh | 135 | $5.7K | 0.00% | 0.0% |
| 362 | Medallion Wealth Advisors#362 · 206 sh | 206 | $5.2K | <0.01% | +71.7% |
| 363 | Hartford Financial Management#363 · 144 sh | 144 | $5.1K | — | 0.0% |
| 364 | RMG Wealth Management#364 · 115 sh | 115 | $5.0K | — | New |
| 365 | SJS Investment Consulting#365 · 116 sh | 116 | $4.9K | — | +274.2% |
| 366 | GROUP ONE TRADING, L.P.#366 · 114 sh | 114 | $4.8K | 0.00% | New |
| 367 | Keating Financial Advisory Services#367 · 107 sh | 107 | $4.5K | <0.01% | New |
| 368 | Advocate Investing Services#368 · 100 sh | 100 | $4.2K | — | 0.0% |
| 369 | CVA Family Office#369 · 91 sh | 91 | $3.8K | <0.01% | +49.2% |
| 370 | Kilter Group#370 · 87 sh | 87 | $3.6K | <0.01% | +47.5% |
| 371 | Clearstead#371 · 86 sh | 86 | $3.6K | <0.01% | +6.2% |
| 372 | Larson Financial Group#372 · 75 sh | 75 | $3.1K | <0.01% | -50.7% |
| 373 | City State Bank#373 · 75 sh | 75 | $3.1K | — | 0.0% |
| 374 | ACTION POINT FINANCIAL PLANNING#374 · 73 sh | 73 | $3.1K | <0.01% | New |
| 375 | American Capital Advisory#375 · 67 sh | 67 | $2.8K | <0.01% | +570.0% |
| 376 | Fortitude Family Office#376 · 66 sh | 66 | $2.8K | — | +371.4% |
| 377 | Optiver Holding B.V.#377 · 60 sh | 60 | $2.5K | 0.00% | New |
| 378 | Key Capital Management#378 · 57 sh | 57 | $2.4K | <0.01% | 0.0% |
| 379 | LifeSteps Financial#379 · 55 sh | 55 | $2.3K | — | New |
| 380 | Quarry#380 · 52 sh | 52 | $2.2K | <0.01% | New |
| 381 | BESSEMER GROUP#381 · 37 sh | 37 | $2.0K | 0.00% | 0.0% |
| 382 | FARMERS & MERCHANTS INVESTMENTS#382 · 45 sh | 45 | $1.9K | — | New |
| 383 | Ameritas Advisory Services#383 · 45 sh | 45 | $1.9K | 0.00% | New |
| 384 | Clearstead Advisors#384 · 38 sh | 38 | $1.6K | 0.00% | New |
| 385 | Principia Wealth Advisory#385 · 36 sh | 36 | $1.5K | <0.01% | +9.1% |
| 386 | Noble Wealth Management PBC#386 · 33 sh | 33 | $1.4K | — | New |
| 387 | NISA INVESTMENT ADVISORS#387 · 32 sh | 32 | $1.3K | — | +77.8% |
| 388 | SHP Wealth Management#388 · 31 sh | 31 | $1.3K | <0.01% | +34.8% |
| 389 | Westside Investment Management#389 · 30 sh | 30 | $1.3K | <0.01% | 0.0% |
| 390 | Ronald Blue#390 · 28 sh | 28 | $1.2K | — | 0.0% |
| 391 | Creative Capital Management Investments#391 · 24 sh | 24 | $1.0K | <0.01% | New |
| 392 | Planning Strategies#392 · 22 sh | 22 | $923.00 | — | — |
| 393 | Cromwell#393 · 21 sh | 21 | $881.00 | <0.01% | 0.0% |
| 394 | NBC SECURITIES#394 · 20 sh | 20 | $838.00 | — | New |
| 395 | AdvisorNet Financial#395 · 16 sh | 16 | $671.00 | — | -5.9% |
| 396 | Millstone Evans Group#396 · 15 sh | 15 | $629.00 | <0.01% | 0.0% |
| 397 | GILPIN WEALTH MANAGEMENT#397 · 14 sh | 14 | $588.00 | — | New |
| 398 | Plante Moran Financial Advisors#398 · 12 sh | 12 | $503.00 | 0.00% | New |
| 399 | Rialto Wealth Management#399 · 11 sh | 11 | $462.00 | <0.01% | -8.3% |
| 400 | Transamerica Financial Advisors#400 · 11 sh | 11 | $461.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.