Public record / Tickers / LAZ

LAZ — Lazard, Inc.†

Both disclosure regimes on one name: who in Congress filed about LAZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming LAZ
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-24
filed 2025-07-24
13F holders
309
top-309 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

J. French Hill · $50.0K–$100K

SELL · traded 2025-06-23 → filed 2025-07-24. Ranked over every LAZ row by the provable lower bound, never a point estimate.

No member disclosed LAZ in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LAZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LAZ
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-24J. French Hill R–AR-2SELLTraded 06-23 +31d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6SELLTraded 03-31 +11d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in LAZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed LAZ in the trailing 12 months.

Congress ↔ notable managers · LAZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Bridgewater Associates $229K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LAZARD INC

Merged timeline of congressional filings and notable-manager moves on LAZ
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−6,914 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LAZ for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$451M1
2BlackRock, Inc.$322M1
3ARIEL INVESTMENTS, LLC$248M1
4VANGUARD CAPITAL MANAGEMENT LLC$211M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$210M1
6GEODE CAPITAL MANAGEMENT, LLC$105M1
7Capital Research Global Investors$104M1
8AMERIPRISE FINANCIAL INC$91.5M1
9DIMENSIONAL FUND ADVISORS LP$80.7M1
10STATE STREET CORP$80.0M1
11VICTORY CAPITAL MANAGEMENT INC$76.2M1
12MORGAN STANLEY$63.9M1
13Janus Henderson Group Ltd.$60.8M1
14Epoch Investment Partners, Inc.$57.8M1
15Invesco Ltd.$55.1M1
16PRINCIPAL FINANCIAL GROUP INC$53.8M1
17VOYA INVESTMENT MANAGEMENT LLC$53.3M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$45.8M1
19ROYCE & ASSOCIATES LP$41.4M1
20Qube Research & Technologies Ltd$40.4M1
21TWO SIGMA INVESTMENTS, LP$40.3M1
22VANGUARD FIDUCIARY TRUST CO$29.8M1
23NORTHERN TRUST CORP$25.0M1
24BASSWOOD CAPITAL MANAGEMENT, L.L.C.$24.8M1
25Ranger Investment Management, L.P.$24.5M1
26Woodline Partners LP$23.9M1
27FEDERATED HERMES, INC.$21.2M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.6M1
29Bank of New York Mellon Corp$20.3M1
30BANK OF AMERICA CORP /DE/$19.0M1
31ROYAL BANK OF CANADA$18.8M1
32ALGEBRIS (UK) LTD$18.1M1
33UBS Group AG$16.8M1
34CRAWFORD INVESTMENT COUNSEL INC$16.4M1
35AQR CAPITAL MANAGEMENT LLC$15.8M1
36Squarepoint Ops LLC$14.8M1
37CITADEL ADVISORS LLC$14.7M1
38MetLife Investment Management, LLC$14.6M1
39Allspring Global Investments Holdings, LLC$14.1M1
40CITIGROUP INC$13.8M1
41Callodine Capital Management, LP$13.1M1
42GW HENSSLER & ASSOCIATES LTD$12.5M1
43JANE STREET GROUP, LLC$12.2M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.4M1
45Penn Capital Management Company, LLC$11.3M1
46ExodusPoint Capital Management, LP$11.2M1
47Invenomic Capital Management LP$10.9M1
48NEW YORK STATE COMMON RETIREMENT FUND$9.5M1
49FIRST TRUST ADVISORS LP$9.5M1
50Swedbank AB$8.8M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.6M1
52SEI INVESTMENTS CO$8.2M1
53Buck Wealth Strategies, LLC$8.0M1
54Swiss National Bank$8.0M1
55Purpose Unlimited Inc.$7.8M1
56Susquehanna Portfolio Strategies, LLC$7.7M1
57Nuveen, LLC$7.3M1
58TD ASSET MANAGEMENT INC$7.1M1
59Amundi$6.6M1
60STIFEL FINANCIAL CORP$6.0M1
61MILLENNIUM MANAGEMENT LLC$5.9M1
62Prana Capital Management, LP$5.6M1
63CAMBIAR INVESTORS LLC$5.1M1
64AMERICAN CENTURY COMPANIES INC$4.6M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.5M1
66BARCLAYS PLC$4.3M1
67STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
68Focus Partners Wealth$4.3M1
69NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.9M1
70VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
71RHUMBLINE ADVISERS$3.6M1
72Legal & General Group Plc$3.5M1
73ALPS ADVISORS INC$3.4M1
74Edgestream Partners, L.P.$3.4M1
75CREDIT AGRICOLE S A$3.3M1
76ENVESTNET ASSET MANAGEMENT INC$3.1M1
77Illinois Municipal Retirement Fund$3.0M1
78WELLS FARGO & COMPANY/MN$2.9M1
79ICON ADVISERS INC/CO$2.6M1
80Jackson Hole Capital Partners, LLC$2.4M1
81FIRST NATIONAL TRUST CO$2.4M1
82Crossmark Global Holdings, Inc.$2.4M1
83Capula Management Ltd$2.3M1
84Callahan Advisors, LLC$2.3M1
85Engineers Gate Manager LP$2.3M1
86Boston Partners$2.2M1
87Polar Asset Management Partners Inc.$2.2M1
88Paulson Wealth Management Inc.$2.1M1
89Oliver Luxxe Assets LLC$2.0M1
90Jain Global LLC$2.0M1
91NATIONAL BANK OF CANADA /FI/$2.0M1
92Moran Wealth Management, LLC$2.0M1
93FRANKLIN RESOURCES INC$2.0M1
94Wilmington Savings Fund Society, FSB$2.0M1
95Vanguard Global Advisers, LLC$1.9M1
96LPL Financial LLC$1.9M1
97State of New Jersey Common Pension Fund D$1.9M1
98Creative Planning$1.8M1
99AMG National Trust Bank$1.7M1
100M&T BANK CORP$1.7M1
101TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
102Robertson Stephens Wealth Management, LLC$1.6M1
103PEAK6 LLC$1.6M1
104RAYMOND JAMES FINANCIAL INC$1.6M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
106Mitsubishi UFJ Trust & Banking Corp$1.4M1
107D. E. Shaw & Co., Inc.$1.3M1
108CWM, LLC$1.3M1
109ALLIANCEBERNSTEIN L.P.$1.3M1
110COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.2M1
112TRUIST FINANCIAL CORP$1.1M1
113Orion Porfolio Solutions, LLC$1.1M1
114Arizona State Retirement System$1.1M1
115Great Lakes Retirement, Inc.$1.1M1
116MAVERICK CAPITAL LTD$1.0M1
117DEUTSCHE BANK AG\$1.0M1
118OPPENHEIMER & CO INC$1.0M1
119Vanguard Investments Australia, Ltd.$973K1
120Mork Capital Management, LLC$945K1
121Empowered Funds, LLC$904K1
122Cetera Investment Advisers$898K1
123Autumn Glory Partners, LLC$896K1
124KLP KAPITALFORVALTNING AS$888K1
125HSBC HOLDINGS PLC$794K1
126SOUTHEASTERN ASSET MANAGEMENT INC/TN/$790K1
127MANUFACTURERS LIFE INSURANCE COMPANY, THE$754K1
128EFG International AG$749K1
129Future Fund LLC$718K1
130Gilman Hill Asset Management, LLC$710K1
131IEQ CAPITAL, LLC$708K1
132Frank, Rimerman Advisors LLC$686K1
133CALTON & ASSOCIATES, INC.$684K1
134Pictet Asset Management Holding SA$669K1
135Corient Private Wealth LLC$567K1
136KEYBANK NATIONAL ASSOCIATION/OH$563K1
137TD Waterhouse Canada Inc.$550K1
138Hennion & Walsh Asset Management, Inc.$534K1
139OSAIC HOLDINGS, INC.$533K1
140Jefferies Financial Group Inc.$533K1
141Elo Mutual Pension Insurance Co$524K1
142MACKENZIE FINANCIAL CORP$514K1
143Claro Advisors Inc.$504K1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$496K1
145Bleakley Financial Group, LLC$472K1
146NewEdge Wealth, LLC$471K1
147XTX Topco Ltd$470K1
148AE Wealth Management LLC$466K1
149Shulman DeMeo Asset Management LLC$441K1
150INCEPTIONR LLC$427K1
151Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$392K1
152Pathstone Holdings, LLC$380K1
153Weiss Asset Management LP$369K1
154Sequoia Financial Advisors, LLC$366K1
155XPONANCE LLC$362K1
156NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$352K1
157Universal- Beteiligungs- und Servicegesellschaft mbH$349K1
158DAVENPORT & Co LLC$345K1
159Baird Financial Group, Inc.$330K1
160Cerity Partners LLC$326K1
161Freestone Grove Partners LP$325K1
162Hilltop National Bank$316K1
163INFRASTRUCTURE CAPITAL ADVISORS, LLC$314K1
164EVERGREEN CAPITAL MANAGEMENT LLC$294K1
165LECAP ASSET MANAGEMENT LTD$286K1
166Tradition Wealth Management, LLC$277K1
1671492 Capital Management LLC$276K1
168O'SHAUGHNESSY ASSET MANAGEMENT, LLC$273K1
169Abel Hall, LLC$267K1
170Private Advisor Group, LLC$255K1
171Rockefeller Capital Management L.P.$254K1
172Swiss Life Asset Management Ltd$249K1
173Z3 Capital Partners, LLC$249K1
174Everhart Financial Group, Inc.$245K1
175DnB Asset Management AS$235K1
176Prosperity Consulting Group, LLC$234K1
177Bridgewater Associates, LP$229K1
178EntryPoint Capital, LLC$215K1
179Brevan Howard Capital Management LP$214K1
180K.J. Harrison & Partners Inc$212K1
181MERCER GLOBAL ADVISORS INC /ADV$211K1
182Beverly Hills Private Wealth, LLC$209K1
183Utah Retirement Systems$209K1
184BANQUE PICTET & CIE SA$203K1
185Ensign Peak Advisors, Inc$200K1
186Advisors Asset Management, Inc.$200K1
187ASSETMARK, INC$182K1
188FIFTH THIRD BANCORP$169K1
189Walleye Capital LLC$165K1
190SIMPLEX TRADING, LLC$150K1
191Bayforest Capital Ltd$147K1
192DELTA ASSET MANAGEMENT LLC/TN$127K1
193Sterling Capital Management LLC$111K1
194Aster Capital Management (DIFC) Ltd$105K1
195Walleye Trading LLC$91.6K1
196BNP Paribas Asset Management Holding S.A.$89.9K1
197Axiom Investment Management LLC$89.2K1
198Steward Partners Investment Advisory, LLC$63.1K1
199NOMURA ASSET MANAGEMENT CO LTD$60.3K1
200Spire Wealth Management$59.9K1
201US BANCORP \DE\$57.8K1
202Westfuller Advisors, LLC$54.5K1
203Allworth Financial LP$40.0K1
204SIGNATUREFD, LLC$37.7K1
205State of Wyoming$36.7K1
206Geneos Wealth Management Inc.$35.9K1
207HM PAYSON & CO$34.9K1
208Triumph Capital Management$34.0K1
209Costello Asset Management, INC$29.7K1
210Tower Research Capital LLC (TRC)$28.0K1
211SOUTHERN MICHIGAN BANK & TRUST$27.6K1
212Quest 10 Wealth Builders, Inc.$27.4K1
213QUADRANT CAPITAL GROUP LLC$26.3K1
214TD Capital Management LLC$22.1K1
215MAI Capital Management$20.2K1
216Mitsubishi UFJ Asset Management Co., Ltd.$19.5K1
217MCF Advisors LLC$18.3K1
218HHM Wealth Advisors, LLC$17.4K1
219CENTRAL TRUST Co$17.0K1
220Ancora Advisors LLC$17.0K1
221BOYD WATTERSON ASSET MANAGEMENT LLC/OH$13.5K1
222State of Alaska, Department of Revenue$12.0K1
223FIL Ltd$8.7K1
224Atlantic Union Bankshares Corp$8.5K1
225Legacy Wealth Managment, LLC/ID$8.3K1
226AMICA MUTUAL INSURANCE CO$8.2K1
227JFS WEALTH ADVISORS, LLC$8.1K1
228ALGERT GLOBAL LLC$7.7K1
229Larson Financial Group LLC$6.5K1
230Salomon & Ludwin, LLC$5.9K1
231Van Berkom & Associates Inc.$5.5K1
232Advocate Investing Services LLC$4.2K1
233Clearstead Trust, LLC$3.4K1
234CX Institutional$3.2K1
235Parkside Financial Bank & Trust$2.6K1
236CVA Family Office, LLC$2.6K1
237Magnolia Wealth Management, LLC$2.5K1
238Kilter Group LLC$2.5K1
239Key Capital Management, INC$2.4K1
240Physician Wealth Advisors, Inc.$2.0K1
241UMB Bank, n.a.$1.8K1
242Treasurer of the State of North Carolina$1.7K1
243SJS Investment Consulting Inc.$1.3K1
244Westside Investment Management, Inc.$1.3K1
245Blue Trust, Inc.$1.2K1
246NATIXIS ADVISORS, LLC$1.1K1
247Hunter Perkins Capital Management, LLC$1.1K1
248SHP Wealth Management$9771
249Pinnacle Wealth Planning Services, Inc.$8921
250Cromwell Holdings LLC$8921
251NISA INVESTMENT ADVISORS, LLC$7651
252Millstone Evans Group, LLC$6371
253THRIVENT FINANCIAL FOR LUTHERANS$5921
254DiNuzzo Private Wealth, Inc.$5101
255Rialto Wealth Management, LLC$5101
256Transamerica Financial Advisors, LLC$4671
257American Capital Advisory, LLC$4251
258ATWOOD & PALMER INC$3831
259Quaker Wealth Management, LLC$2551
260Smartleaf Asset Management LLC$2021
261Vermillion Wealth Management, Inc.$1701
262HFM Investment Advisors, LLC$1701
263KBC Group NV$1271
2643 FACTOR INDEXING, LLC$851
265Keating Financial Advisory Services, Inc.$421
266VANGUARD GROUP INC— value not disclosed1
267ALTFEST L J & CO INC— value not disclosed1
268DANSKE BANK A/S— value not disclosed1
269HARBOUR INVESTMENTS, INC.— value not disclosed1
270COMERICA BANK— value not disclosed1
271GREENWOOD CAPITAL ASSOCIATES LLC— value not disclosed1
272LEUTHOLD GROUP, LLC— value not disclosed1
273CIBC Private Wealth Group LLC— value not disclosed1
274NORGES BANK— value not disclosed1
275Manchester Capital Management LLC— value not disclosed1
276TWO SIGMA ADVISERS, LP— value not disclosed1
277Lesa Sroufe & Co— value not disclosed1
278Quantbot Technologies LP— value not disclosed1
279Vestcor Inc— value not disclosed1
280EP Wealth Advisors, LLC— value not disclosed1
281King Wealth Management Group— value not disclosed1
282Lighthouse Investment Partners, LLC— value not disclosed1
283ARMISTICE CAPITAL, LLC— value not disclosed1
284Point72 Asset Management, L.P.— value not disclosed1
285Caption Management, LLC— value not disclosed1
286Atom Investors LP— value not disclosed1
287Global Retirement Partners, LLC— value not disclosed1
288Laurel Wealth Advisors LLC— value not disclosed1
289Kingsview Wealth Management, LLC— value not disclosed1
290Maryland State Retirement & Pension System— value not disclosed1
291Kestra Advisory Services, LLC— value not disclosed1
292Centennial Wealth Advisory LLC— value not disclosed1
293Mach-1 Financial Group, LLC— value not disclosed1
294Riverwater Partners LLC— value not disclosed1
295Activest Wealth Management— value not disclosed1
296AlphaQuest LLC— value not disclosed1
297O'ROURKE & COMPANY, Inc— value not disclosed1
298Ascent Group, LLC— value not disclosed1
299SageView Advisory Group, LLC— value not disclosed1
300AXQ CAPITAL, LP— value not disclosed1
301Dunhill Financial, LLC— value not disclosed1
302True Wealth Design, LLC— value not disclosed1
303Annis Gardner Whiting Capital Advisors, LLC— value not disclosed1
304Turning Point Benefit Group, Inc.— value not disclosed1
305International Private Wealth Advisors LLC— value not disclosed1
306TOUNJIAN ADVISORY PARTNERS, LLC— value not disclosed1
307Curat Global, LLC— value not disclosed1
308OPTIMA CAPITAL LLC— value not disclosed1
309INTERCAPITAL, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 265 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LAZ

RETAINED WINDOW · ACTIVE HITS

Zero hits on LAZ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LAZ · financials and macro

Financials — as filed PLANNED

LAZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LAZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing