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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

J. French Hill · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-24J. French Hill R–AR-2SaleTraded 06-23 +31d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6SaleTraded 03-31 +11d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
267ALTFEST L J & CO INC$01
268DANSKE BANK A/S$01
269HARBOUR INVESTMENTS, INC.$01
270COMERICA BANK$01
271GREENWOOD CAPITAL ASSOCIATES LLC$01
272LEUTHOLD GROUP, LLC$01
273CIBC Private Wealth Group LLC$01
274NORGES BANK$01
275Manchester Capital Management LLC$01
276TWO SIGMA ADVISERS, LP$01
277Lesa Sroufe & Co$01
278Quantbot Technologies LP$01
279Vestcor Inc$01
280EP Wealth Advisors, LLC$01
281King Wealth Management Group$01
282Lighthouse Investment Partners, LLC$01
283ARMISTICE CAPITAL, LLC$01
284Point72 Asset Management, L.P.$01
285Caption Management, LLC$01
286Atom Investors LP$01
287Global Retirement Partners, LLC$01
288Laurel Wealth Advisors LLC$01
289Kingsview Wealth Management, LLC$01
290Maryland State Retirement & Pension System$01
291Kestra Advisory Services, LLC$01
292Centennial Wealth Advisory LLC$01
293Mach-1 Financial Group, LLC$01
294Riverwater Partners LLC$01
295Activest Wealth Management$01
296AlphaQuest LLC$01
297O'ROURKE & COMPANY, Inc$01
298Ascent Group, LLC$01
299SageView Advisory Group, LLC$01
300AXQ CAPITAL, LP$01
301Dunhill Financial, LLC$01
302True Wealth Design, LLC$01
303Annis Gardner Whiting Capital Advisors, LLC$01
304Turning Point Benefit Group, Inc.$01
305International Private Wealth Advisors LLC$01
306TOUNJIAN ADVISORY PARTNERS, LLC$01
307Curat Global, LLC$01
308OPTIMA CAPITAL LLC$01
309INTERCAPITAL, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 309 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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