LAZ
LAZARD, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $49 | — |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $49 | — |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $49 | — |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $0.00 | $49 | — |
| Bridgewater Associates | Q4 2025 | 2Q | $49 | $49 | -1% |
| Maverick Capital | Q2 2026 | 1Q | $45 | $49 | +7% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q4 2025 | Q2 2026 | — | +0% |
| Soros Fund Management | Q3 2024 | Q1 2026 | — | +0% |
| Two Sigma Investments 2× in & out | Q3 2025 | Q4 2025 | — | +0% |
| Coatue Management | Q1 2020 | Q2 2020 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Lazard, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-040431Jun 3, 2026
- Form 40001628280-26-040428Jun 3, 2026
- Form 40001628280-26-040425Jun 3, 2026
- Form 40001628280-26-040423Jun 3, 2026
- Form 40001628280-26-040420Jun 3, 2026
- Form 40001628280-26-040417Jun 3, 2026
- Form 40001628280-26-040410Jun 3, 2026
- Form 40001628280-26-040403Jun 3, 2026
- Form 40001628280-26-038145May 26, 2026
- Form 40001628280-26-038143May 26, 2026
- Form 40001628280-26-038142May 26, 2026
- Form 40001628280-26-038141May 26, 2026
- Form 40001628280-26-036545May 19, 2026
- Form 40001628280-26-036540May 19, 2026
- Form 40001628280-26-019947Mar 19, 2026
Fundamentals
XBRL · LAZARD, INC.Annual figures sourced directly from LAZARD, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Lazard, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 10-QQuarterly reportMay 4, 2026
- 8-KMaterial eventMay 1, 2026
- 8-KMaterial eventMay 1, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 7, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventFeb 2, 2026
- 8-KMaterial eventJan 29, 2026
- 10-QQuarterly reportOct 27, 2025
- 8-KMaterial eventOct 23, 2025
- 8-KMaterial eventSep 10, 2025
- 8-KMaterial eventSep 8, 2025
- 8-KMaterial eventSep 2, 2025
- 8-KMaterial eventAug 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Maverick Capital | Q2 2026 | open | $45 | $49 | +7% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | open | $0.00 | — | +0% |
| D.E. Shaw | Q4 2025 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2025 | open | $49 | $49 | -1% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | open | $0.00 | — | +0% |
| AQR Capital Management | Q4 2024 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Soros Fund Management | Q3 2024 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Coatue Management | Q1 2020 | Q2 2020 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.