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LAZ Lazard Inc.

Financials, filed as LAZARD INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 2 Owners
  • Max 2.4%
  • $242M
  • 1 exit 1 small

In 2026 Q2 Lee Ainslie sold out of Lazard.

Who owns this now

Largest portfolio weights among holders, up to 2.4% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Reduce 2.4%
  2. Mason Hawkins 0.04%

Who owns LAZ

Sorted by value, long equity only, as of 2026 Q2.

History
John Rogers, Ariel Investments 2.4%, was 2.8% Small trim −1.2% 5,755,404 $241M History
Mason Hawkins, Southeastern Asset Management 0.04% Hold 18,608 $780K History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 24,404 $1M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LAZ's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LAZ insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 6 option exercises, 5 sales to cover taxes, 4 share withholdings for taxes, and 2 sales back to the company.

Congress

2 members of Congress traded LAZ in the last three years: 0 buys and 2 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. J. French Hill R-AR-2 Sell $50K–$100K Jun 23, 2025 filed Jul 24, 2025
  2. Jefferson Shreve R-IN-6 Sell $15K–$50K Mar 31, 2025 filed Apr 11, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 2.02,9.01
8-K 5.02
SCHEDULE 13G/A —
10-Q
8-K 2.02,9.01
8-K 5.02,7.01,9.01
8-K 5.03,5.07,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
10-Q
SCHEDULE 13G —
SCHEDULE 13G —
8-K 2.02,9.01
8-K 1.01,3.02,7.01,9.01
8-K 7.01
DEF 14A
DEFA14A
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.59B $3.14B $3.19B
Net income -$75.48M $279.91M $236.83M
Net margin * -2.9% 8.9% 7.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $4.64B $4.79B $4.94B
Total equity $423.76M $636.24M $873.66M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $164.66M $742.83M $519.32M
Cash from investing -$38.32M $134.07M -$81.98M
Cash from financing -$1.57B -$0.44B -$0.464B
Net change in cash -$1.41B $0.384B $0.061B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.