LAZ (LAZARD INC) is held by 4 tracked superinvestors with an aggregate position value of $250M based on the most recent SEC 13F filings. Top institutional holders include: John Rogers, Lee Ainslie, Longleaf Partners.

How much LAZ do superinvestors hold in aggregate?

Across 4 tracked managers, superinvestors collectively report $250M in LAZ positions worth 5,874,694 shares.

What is the largest holder of LAZ?

The largest tracked holder of LAZ is John Rogers (Ariel Investments) with 5,826,289 shares worth $248M, representing 2.77% of their portfolio.

← Top Holdings

LAZLAZARD INC

CUSIP: 52110M109

Guru Owners

$249.6M

Total Value Held

5.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Rogers	Ariel Investments	5826289	$247.5M	2.77%	$42.48	Q1 2026
Lee Ainslie	Maverick Capital	24404	$1.0M	0.01%	$42.48	Q1 2026
Longleaf Partners	Southeastern Asset Management	18608	$790K	0.04%	$42.48	Q1 2026
Ray Dalio	Bridgewater Associates	5393	$229K	0.00%	$42.48	Q1 2026

John Rogers

$247.5M

2.77%

Lee Ainslie

$1.0M

0.01%

Longleaf Partners

$790K

0.04%

Ray Dalio

$229K

0.00%

📊 Fundamentals

Market Cap$4.1B

P/E Ratio16.6x

Near market avg

Forward P/E9.4x

EPS (TTM)$2.52

Revenue (TTM)$3.2B

Profit Margin8.67%

Div Yield4.79%

Beta1.42

52-Week Range

$38.67

$58.75

Current: $41.74

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.6x trailing earnings → 9.4x forward · 8.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $249.6M

INCREASEDJohn Rogers$247.5M

NEWLee Ainslie$1.0M

INCREASEDRay Dalio$229K

Q4 '253 owners · $258.7M

INCREASEDJohn Rogers$257.2M

REDUCEDLongleaf Partners$904K

REDUCEDRay Dalio$598K

Q3 '253 owners · $279.1M

REDUCEDJohn Rogers$276.9M

NEWRay Dalio$969K

Q2 '252 owners · $277.2M

INCREASEDJohn Rogers$276.1M

Q1 '252 owners · $244.3M

INCREASEDJohn Rogers$243.3M

Q4 '242 owners · $289.4M

REDUCEDJohn Rogers$288.2M

SOLDThird Avenue Management

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

18%analyst est. 18.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.7%current: 11.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LAZ: Held by 4 superinvestors · 2 congress member trades

SELLFrench HillR

$50,001 - $100,0002025-06-23

SELLJefferson ShreveR

$15,001 - $50,0002025-03-31