Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lazard Inc (LAZ)

334 + Investors. Track Smart Money conviction in LAZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — LAZ

Based on 341 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LAZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
341 hedge funds hold LAZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

189 buying166 selling
Last quarter: 189 funds bought or added vs 166 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new LAZ position: 74 → 59 → 48 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 28% new
141 out of 341 hedge funds have held LAZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~71 new funds/quarter

66 → 74 → 59 → 48 → 71 new funds/Q
New funds entering each quarter: 74 → 59 → 48 → 71. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 35% newcomers

■ 40% veterans ■ 25% 1-2yr ■ 35% new
Entry-cohort mix of 349 holders: 138 (40%) are 2+ year veterans, 88 entered 1–2 years ago, and 123 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
58 of 339 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LAZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LAZ

In 2026 Q2, 189 hedge funds were net buyers of LAZ (71 opened a new position, 118 added to an existing one), while 166 reduced or exited (106 trimmed, 60 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 66% of total institutional value in LAZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 341.

Hedge Fund Ownership: LAZ

How many hedge funds hold LAZ — quarterly history vs. share price
Quarterly hedge fund ownership of LAZ vs. share price

Market Analysis: LAZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LAZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: LAZ
334 + Investors

Track Smart Money conviction in LAZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 334 330 1.21%
13F Shares 102M 94M 8.85%
Total Value $3.84B $3.53B 8.8%
New Positions 68 48 +20
Increased Positions 113 134 -21
Closed Positions 62 49 +13
Reduced Positions 104 103 +1
Total Calls 5 6 -16.67%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 1.0 1.17 Neutral

Statistics: LAZ

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Institutional Holders (2026 Q2)

334 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LAZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LAZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ariel Investments, LLC 2.41% 5,755,404 $241.4M
2 SWP Investment Management LLC 1.89% 34,968 $1.5M
3 Basswood Capital Management, L.L.C. 0.91% 546,216 $22.9M
4 Buck Wealth Strategies, LLC 0.88% 201,288 $8.4M
5 Algebris (uk) Ltd 0.72% 261,796 $10.9M
6 Ranger Investment Management, L.P. 0.72% 270,470 $11.3M
7 Mork Capital Management, LLC 0.60% 22,250 $933K
8 Gw Henssler & Associates Ltd 0.55% 297,132 $12.5M
9 Icon Advisers Inc/Co 0.49% 61,898 $2.6M
10 Paulson Wealth Management Inc. 0.43% 48,762 $2.0M
11 Capricorn Fund Managers Ltd 0.40% 121,900 $5.1M
12 Levin Capital Strategies, L.P. 0.39% 138,527 $5.8M
13 Lawood & Co 0.35% 12,420 $521K
14 Royce & Associates LP 0.33% 968,112 $40.6M
15 Epoch Investment Partners, Inc. 0.31% 1,306,301 $54.8M
16 Purpose Unlimited Inc. 0.31% 191,474 $8.1M
17 Crawford Investment Counsel Inc 0.28% 398,595 $16.7M
18 Autumn Glory Partners, LLC 0.25% 21,084 $884K
19 Inceptionr LLC 0.22% 21,325 $894K
20 Future Fund LLC 0.21% 17,121 $718K
21 Cambiar Investors LLC 0.20% 111,179 $4.7M
22 VARCOV Co. 0.18% 11,130 $467K
23 Callahan Advisors, LLC 0.17% 52,442 $2.2M
24 Prana Capital Management, LP 0.17% 130,189 $5.5M
25 Oliver Luxxe Assets LLC 0.16% 25,638 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lazard Inc (LAZ)

What does the Smart Money Trend signal show for LAZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LAZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LAZ?

Slight buying edge — 53% buying: Last quarter: 189 funds bought or added vs 166 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LAZ holders?

Elite ownership — 66% AUM from top-100 funds: 58 of 339 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LAZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LAZ?

41% of holders stayed for 2+ years: 141 out of 341 hedge funds have held LAZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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