LAZ — Lazard Inc Com Institutional Holders · Q3 2026
Who owns Lazard Inc Com (LAZ)? 12 institutions reported holding $980,362 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lawood & Co ($406,139), Shulman DeMeo Asset Management LLC ($363,542), Farther Finance Advisors, LLC ($90,575).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LAWOOD & CO | $406,139 | 11,210 | Trimmed |
| 2 | Shulman DeMeo Asset Management LLC | $363,542 | 10,304 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $90,575 | 2,500 | Added |
| 4 | GAMMA Investing LLC | $67,823 | 1,872 | Added |
| 5 | Roxbury Financial LLC | $35,668 | 984 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $11,521 | 318 | Added |
| 7 | Noble Wealth Management PBC | $1,667 | 46 | Added |
| 8 | Versant Capital Management, Inc | $1,449 | 40 | Trimmed |
| 9 | CX Institutional | $1,000 | 38 | Trimmed |
| 10 | Planning Strategies Inc. | $543 | 15 | Trimmed |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $435 | 12 | Trimmed |
| 12 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30