11 institutions reported holding $4.7M of LAZARD INC (LAZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CX Institutional ($3.5M), Shulman DeMeo Asset Management LLC ($436,909), Hilltop National Bank ($311,279), Hennion & Walsh Asset Management, Inc. ($262,419), GAMMA Investing LLC ($57,206). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $3.5M | 83,677 | Added |
| 2 | Shulman DeMeo Asset Management LLC | $436,909 | 10,417 | Added |
| 3 | Hilltop National Bank | $311,279 | 7,422 | Trimmed |
| 4 | Hennion & Walsh Asset Management, Inc. | $262,419 | 6,257 | Trimmed |
| 5 | GAMMA Investing LLC | $57,206 | 1,364 | Added |
| 6 | Roxbury Financial LLC | $41,290 | 984 | Trimmed |
| 7 | Versant Capital Management, Inc | $22,606 | 539 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $11,156 | 266 | Hold |
| 9 | Noble Wealth Management PBC | $1,384 | 33 | New |
| 10 | 3 FACTOR INDEXING, LLC | $84 | 2 | Hold |
| 11 | ATWOOD & PALMER INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30