Filing Research | LAZ - LAZARD INC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	207.0KSH	$8.7M
2	Capricorn Fund Managers Ltd	Shares	121.9KSH	$5.1M
3	Louisiana State Employees Retirement System	Shares	48.9KSH	$2.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	43.0KSH	$1.8M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	30.0KSH	$1.3M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.5KSH	$1.1M
7	Oliver Luxxe Assets LLC	Shares	25.6KSH	$1.1M
8	Gilman Hill Asset Management, LLC	Shares	17.2KSH	$722.4K
9	LAWOOD & CO	Shares	12.4KSH	$520.9K
10	Shulman DeMeo Asset Management LLC	Shares	10.4KSH	$436.9K
11	DAVENPORT & Co LLC	Shares	9.7KSH	$405.6K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.2KSH	$381.3K
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	9.0KSH	$378.9K
14	Hilltop National Bank	Shares	7.4KSH	$311.3K
15	Hennion & Walsh Asset Management, Inc.	Shares	6.3KSH	$262.4K
16	Sequoia Financial Advisors, LLC	Shares	6.1KSH	$256.2K
17	GAMMA Investing LLC	Shares	1.4KSH	$57.2K
18	Roxbury Financial LLC	Shares	984SH	$41.3K
19	SIGNATUREFD, LLC	Shares	920SH	$38.6K
20	HM PAYSON & CO	Shares	822SH	$34.5K
21	Triumph Capital Management	Shares	800SH	$33.6K
22	BROADWATER CAPITAL MANAGEMENT LLC	Shares	775SH	$32.5K
23	Farther Finance Advisors, LLC	Shares	711SH	$29.8K
24	SOUTHERN MICHIGAN BANK & TRUST	Shares	650SH	$27.3K
25	Quest 10 Wealth Builders, Inc.	Shares	645SH	$27.1K
26	IFP Advisors, Inc	Shares	605SH	$25.4K
27	Versant Capital Management, Inc	Shares	539SH	$22.6K
28	HHM Wealth Advisors, LLC	Shares	410SH	$17.2K
29	Spire Wealth Management	Shares	383SH	$16.1K
30	EverSource Wealth Advisors, LLC	Shares	292SH	$12.2K
31	State of Alaska, Department of Revenue	Shares	290.1KSH	$12.2K
32	MassMutual Private Wealth & Trust, FSB	Shares	266SH	$11.2K
33	JFS WEALTH ADVISORS, LLC	Shares	206SH	$8.6K
34	SJS Investment Consulting Inc.	Shares	116SH	$4.9K
35	CX Institutional	Shares	83.7KSH	$3.5K
36	City State Bank	Shares	75SH	$3.1K
37	Fortitude Family Office, LLC	Shares	66SH	$2.8K
38	LifeSteps Financial, Inc.	Shares	55SH	$2.3K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	45SH	$1.9K
40	Noble Wealth Management PBC	Shares	33SH	$1.4K
41	AMALGAMATED BANK	Shares	31.6KSH	$1.3K
42	Blue Trust, Inc.	Shares	28SH	$1.2K
43	Creative Capital Management Investments LLC	Shares	24SH	$1.0K
44	Cromwell Holdings LLC	Shares	21SH	$881
45	LANARK FINANCIAL, INC.	Shares	20SH	$838
46	Handelsbanken Fonder AB	Shares	18.5KSH	$776
47	AdvisorNet Financial, Inc	Shares	16SH	$671
48	GILPIN WEALTH MANAGEMENT, LLC	Shares	14SH	$588
49	Hunter Perkins Capital Management, LLC	Shares	14.0KSH	$588
50	DiNuzzo Private Wealth, Inc.	Shares	8SH	$336

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Manager changes2026-06-30 vs 2026-03-31

50 / 68 loaded

#		Instrument
1	Capricorn Fund Managers Ltd new	Shares	+121.9K	+$5.1M	$5.1M
2	Louisiana State Employees Retirement System new	Shares	+48.9K	+$2.1M	$2.1M
3	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+30.0K	+$1.3M	$1.3M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+26.5K	+$1.1M	$1.1M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.6K	+$86.6K	$1.8M
6	DAVENPORT & Co LLC added	Shares	+1.6K	+$60.6K	$405.6K
7	Versant Capital Management, Inc added	Shares	+527	+$22.1K	$22.6K
8	Gilman Hill Asset Management, LLC added	Shares	+500	+$11.9K	$722.4K
9	SJS Investment Consulting Inc. added	Shares	+85	+$3.5K	$4.9K
10	GAMMA Investing LLC added	Shares	+73	+$2.4K	$57.2K
11	LifeSteps Financial, Inc. new	Shares	+55	+$2.3K	$2.3K
12	Fortitude Family Office, LLC added	Shares	+52	+$2.2K	$2.8K
13	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+45	+$1.9K	$1.9K
14	Noble Wealth Management PBC new	Shares	+33	+$1.4K	$1.4K
15	AMALGAMATED BANK added	Shares	+25.9K	+$1.1K	$1.3K
16	Creative Capital Management Investments LLC new	Shares	+24	+$1.0K	$1.0K
17	SIGNATUREFD, LLC added	Shares	+32	+$863	$38.6K
18	LANARK FINANCIAL, INC. new	Shares	+20	+$838	$838
19	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+14	+$588	$588
20	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$526	$8.6K
21	CX Institutional added	Shares	+8.2K	+$304	$3.5K
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+7.2K	+$301	$301
23	Davis Capital Management new	Shares	+6	+$252	$252
24	State of Alaska, Department of Revenue added	Shares	+8.7K	+$213	$12.2K
25	LRI Investments, LLC new	Shares	+5	+$210	$210
26	True Wealth Design, LLC new	Shares	+3	+$126	$126
27	Activest Wealth Management new	Shares	+2	+$84	$84
28	Sachetta, LLC new	Shares	+1	+$42	$42
29	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$1	$84
30	Quaker Wealth Management, LLC unchanged	Shares	0	-$3	$252
31	Handelsbanken Fonder AB unchanged	Shares	0	-$10	$776
32	Cromwell Holdings LLC unchanged	Shares	0	-$11	$881
33	Blue Trust, Inc. unchanged	Shares	0	-$15	$1.2K
34	City State Bank unchanged	Shares	0	-$40	$3.1K
35	AdvisorNet Financial, Inc trimmed	Shares	-1	-$51	$671
36	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$144	$11.2K
37	Vermillion Wealth Management, Inc. exited	Shares	-4	-$170	$0
38	DiNuzzo Private Wealth, Inc. trimmed	Shares	-4	-$174	$336
39	HHM Wealth Advisors, LLC unchanged	Shares	0	-$221	$17.2K
40	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$349	$27.1K
41	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$351	$27.3K
42	ATWOOD & PALMER INC exited	Shares	-9	-$383	$0
43	Triumph Capital Management unchanged	Shares	0	-$432	$33.6K
44	HM PAYSON & CO unchanged	Shares	0	-$444	$34.5K
45	Hunter Perkins Capital Management, LLC trimmed	Shares	-11.2K	-$485	$588
46	Physician Wealth Advisors, Inc. exited	Shares	-47	-$2.0K	$0
47	Magnolia Wealth Management, LLC exited	Shares	-60	-$2.5K	$0
48	Roxbury Financial LLC trimmed	Shares	-50	-$2.7K	$41.3K
49	Shulman DeMeo Asset Management LLC added	Shares	+32	-$4.3K	$436.9K
50	Hilltop National Bank trimmed	Shares	-19	-$4.8K	$311.3K

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