Lazard, Inc.
US ˙ NYSE

SecurityLAZ / Lazard, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership12,550 shares
Latest Disclosed Value $ 533,260
Advisor Group Holdings, Inc. reports 13.30% decrease in ownership of LAZ / Lazard, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 12,550 shares of Lazard, Inc. (US:LAZ) valued at $533,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,475 shares of Lazard, Inc.. This represents a change in shares of -13.30% during the quarter. The current value of the position is $590,854 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LAZARD COM 52110M109 12,550 -1,925 -13.30 533 -24.18 0.0005
2026-02-17 2025-12-31 13F LAZARD COM 52110M109 14,475 -15,275 -51.34 703 -56.20 0.0010
2025-11-14 2025-09-30 13F LAZARD COM 52110M109 29,750 -8,665 -22.56 1,606 -7.12 0.0022
2025-09-04 2025-06-30 13F/A-1 AZARD COM 52110M109 38,415 29,843 348.15 1,728 365.77 0.0031
2025-08-13 2025-06-30 13F AZARD COM 52110M109 36,901 28,329 1,681 0.0019
2025-05-12 2025-03-31 13F LAZARD COM 52110M109 8,572 -14,125 -62.23 371 -68.24 0.0008
2025-06-06 2024-12-31 13F/A-1 LAZARD COM 52110M109 22,697 -1,554 -6.41 1,169 -4.34 0.0026
2025-02-07 2024-12-31 13F LAZARD COM 52110M109 22,486 -1,765 1,150 0.0029
2024-11-13 2024-09-30 13F LAZARD COM 52110M109 24,251 12,418 104.94 1,222 170.73 0.0028
2024-08-13 2024-06-30 13F LAZARD COM 52110M109 11,833 176 1.51 452 -7.58 0.0011
2024-05-10 2024-03-31 13F LAZARD COM 52110M109 11,657 11,657 488 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.