Lazard, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Lazard, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acquisitions, restructurings, capital advisory, shareholder advisory, capital raising, sovereign advisory, and other strategic advisory matters. This segment serves corporate, partnership, institutional, government, sovereign, and individual clients across various industry areas, including consumers, financial institutions, healthcare and life sciences, industrials, power and energy/infrastructure, and real estate, as well as technology, telecommunication, and media and entertainment. The Asset Management segment offers a range of investment solutions, and investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. The company was founded in 1848 and is based in Hamilton, Bermuda.
Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acquisitions, restructurings, capital advisory, shareholder advisory, capital raising, sovereign advisory, and other strategic advisory matters. This segment serves corporate, partnership, institutional, government, sovereign, and individual clients across various industry areas, including consumers, financial institutions, healthcare and life sciences, industrials, power and energy/infrastructure, and real estate, as well as technology, telecommunication, and media and entertainment. The Asset Management segment offers a range of investment solutions, and investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. The company was founded in 1848 and is based in Hamilton, Bermuda.
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Lazard, Inc.
40.68
+2.35 · +6.13%
post 40.85 +0.42%
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $467.7M | 10.94% | +5.09% |
| BlackRockindex-like | $379.1M | 8.87% | +19.25% |
| T. Rowe Price | $375.9M | 8.79% | −6.66% |
| Vanguard Portfolioindex-like | $257.3M | 6.02% | +23.87% |
| Ariel | $241.4M | 5.65% | −1.22% |
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $467.7M | 10.94% | +5.09% |
| BlackRockindex-like | $379.1M | 8.87% | +19.25% |
| T. Rowe Price | $375.9M | 8.79% | −6.66% |
| Vanguard Portfolioindex-like | $257.3M | 6.02% | +23.87% |
| Ariel | $241.4M | 5.65% | −1.22% |
Largest filed tie
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Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for Lazard, Inc..
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for Lazard, Inc..
Bull2
Bear1
Expected move
No implied move.