Rockefeller Capital Management
LAZ icon

Rockefeller Capital Management’s Lazard LAZ Stock Holding History

Rockefeller Capital Management’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Sell
5,988
-874
-13% -$42.8K ﹤0.01% 2349
2025
Q4 		$333K Buy
6,862
+2,106
+44% +$105K ﹤0.01% 2108
2025
Q3 		$251K Buy
+4,756
New +$256K ﹤0.01% 2112
2023
Q3 		– Sell
-7,190
Closed -$230K – 1672
2023
Q2 		$230K Sell
7,190
-10,747
-60% -$332K ﹤0.01% 1599
2023
Q1 		$593K Sell
17,937
-10,440
-37% -$385K ﹤0.01% 1281
2022
Q4 		$983K Sell
28,377
-24,199
-46% -$860K ﹤0.01% 1016
2022
Q3 		$1.67M Buy
52,576
+106
+0.2% +$3.81K 0.01% 822
2022
Q2 		$1.7M Sell
52,470
-9,412
-15% -$318K 0.01% 818
2022
Q1 		$2.13M Buy
61,882
+33,561
+119% +$1.3M 0.01% 783
2021
Q4 		$1.24M Buy
28,321
+396
+1% +$18.5K 0.01% 975
2021
Q3 		$1.28M Buy
27,925
+150
+0.5% +$7K 0.01% 912
2021
Q2 		$1.26M Buy
27,775
+330
+1% +$15.1K 0.01% 846
2021
Q1 		$1.19M Buy
27,445
+26,919
+5,118% +$1.14M 0.01% 729
2020
Q4 		$22K Buy
526
+113
+27% +$4.27K ﹤0.01% 1967
2020
Q3 		$13K Buy
413
+67
+19% +$2.06K ﹤0.01% 1939
2020
Q2 		$10K Buy
346
+119
+52% +$3.22K ﹤0.01% 1902
2020
Q1 		$5K Sell
227
-4,776
-95% -$177K ﹤0.01% 1957
2019
Q4 		$200K Buy
5,003
+5,000
+166,667% +$189K ﹤0.01% 775
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1958
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1823
2019
Q1 		$0 Buy
+3
New +$113 ﹤0.01% 1929
2018
Q3 		– Sell
-4,025
Closed -$197K – 777
2018
Q2 		$197K Hold
4,025
– – ﹤0.01% 332
2018
Q1 		$212K Buy
+4,025
New +$223K ﹤0.01% 327

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Capital Management's LAZ Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Lazard (LAZ) stake by 13% in Q1 2026, selling an estimated $42.8K and leaving 5,988 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Rockefeller Capital Management first reported a position in LAZ in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.13M in Q1 2022. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Rockefeller Capital Management held 5,988 shares of Lazard worth $254K as of Q1 2026.
  • Rockefeller Capital Management sold 874 Lazard shares in Q1 2026, an estimated $42.8K.
  • Lazard made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2349 holding.
  • Rockefeller Capital Management first reported a position in Lazard in Q1 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Lazard position peaked at $2.13M in Q1 2022.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.