LAZ
Lazard Inc · Financial Services · Financial - Capital Markets
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.40K | $1.03M | n/a | n/a |
| Q2 2026 | 103 | +1 | 76.95M | $3.23B | +11 | −10 |
| Q1 2026 | 105 | +6 | 68.37M | $2.90B | +8 | −3 |
| Q4 2025 | 100 | -2 | 72.58M | $3.52B | +1 | −2 |
| Q3 2025 | 19 | +3 | 46.66M | $2.46B | +4 | −2 |
| Q2 2025 | 14 | +1 | 44.93M | $2.16B | +1 | n/a |
| Q1 2025 | 10 | +1 | 14.20M | $614.76M | +2 | −1 |
| Q4 2024 | 9 | -2 | 8.38M | $431.50M | n/a | −2 |
| Q3 2024 | 10 | +1 | 6.21M | $312.96M | +2 | −1 |
| Q2 2024 | 9 | n/a | 6.34M | $241.93M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.10M | +2324.4% | $264.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 2.43M | +5.7% | $105.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 1.93M | -2.4% | $83.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 1.82M | -2.0% | $79.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.38M | +18.2% | $59.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 378.30K | -44.9% | $16.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Soros Fund Management ✦ | 133.95K | +15.8% | $5.80M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 12.56K | +131.8% | $543,978 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Wellington Management ✦ | 9.64K | New | $417,239 | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 4.98K | New | $215,807 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $417,239 | 0.0% |
| Citadel Advisors | $215,807 | 0.0% |
Exited
| D. E. Shaw & Co. | $1.16M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 329 holders, 91.64M shares, $3.44B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 125.00K sh · $5.44M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology