HSBC HOLDINGS PLC LAZ — LAZARD INC

Ownership history in HSBC HOLDINGS PLC  ·  9 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported LAZARD INC (LAZ) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows LAZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in LAZARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LAZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAZ stock page HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC held LAZ — position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 18,920 -2,999 -13.7% 0.00% $794K 2026-04-30 $48.50
2025 Q3 REDUCED 56.2% -5.2% ✅ 21,919 -28,081 -56.2% 0.00% $1.1M 2025-11-13 $49.64
2024 Q4 ADDED — — — 50,000 +37,704 +306.6% 0.00% $2.6M 2025-02-14 $53.00
2024 Q3 REDUCED 88.0% +3.4% ❌ 12,296 -90,400 -88.0% 0.00% $625K 2024-11-14 $53.00
2024 Q2 ADDED — — — 102,696 +27,287 +36.2% 0.00% $3.9M 2024-08-12 $41.91
2024 Q1 ADDED — — — 75,409 +53,490 +244.0% 0.00% $3.2M 2024-05-15 $37.39
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LAZ

As of 2026 Q1 — sorted by position size

Buck Wealth Strategies, LLC 0.99% Penn Capital Management Company, LLC 3Y 7Y 0.87% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.7% LAWOOD & CO 0.5% Paulson Wealth Management Inc. 3Y 7Y 0.49% Jackson Hole Capital Partners, LLC 3Y 7Y 0.4% Autumn Glory Partners, LLC 3Y 0.33% Oliver Luxxe Assets LLC 3Y 7Y 0.3% Future Fund LLC 3Y 0.25% Bayforest Capital Ltd 0.16%

FAQ About HSBC HOLDINGS PLC and LAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning LAZ?

HSBC HOLDINGS PLC reported LAZ across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LAZ position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for LAZ was 0.00% in 2024 Q2.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2026 Q1, when HSBC HOLDINGS PLC reported 18,920 shares, equal to 0.00% of portfolio, with an estimated market value of $794K.

What does the chart on this LAZ ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly LAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their LAZ position?

Based on 13F filing dates vs. subsequent LAZ price moves, HSBC HOLDINGS PLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on LAZ relative to SPY over the holding period was +17.4%.

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