Cross-institution positioning
Sep 4, 2026Strong institutional accumulation. 3 accumulating across 3 comparable institutions.
Source: Schedule 13 researchLAZ Institutional Ownership
Lazard, Inc.
Latest stored close $36.75 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Buy
Multi-institution accumulation
72/100
5 tracked · 3 comparable
Latest filing
Sep 4, 2026
Positive breadth
5 positive · 0 negative
Recent close
$36.75
Research confidence
Medium
Institutional Research 84/100 · 3 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Sep 4, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating3
Newly reported2
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 72/100
Confidence:Medium
Why this signal
- 3 tracked institutions accumulating versus 0 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 2 tracked institutions show persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
83/100
Insiders
45/100
Fundamentals
64/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 25, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 23, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
May 4, 2026Revenue +16.5% YoY; Net income +67.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company Facts
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from BlackRock.
Filed Sep 4, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Sep 4, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Sep 4, 2026
Direction locked
T. Rowe Price Associates
Filed May 15, 2026
Direction locked
Fidelity / FMR
Filed Mar 6, 2026
Direction locked
Vanguard Capital Management
Filed May 1, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Sep 4, 2026
T. Rowe Price Associates
Filed May 15, 2026
Fidelity / FMR
Filed Mar 6, 2026
Vanguard Capital Management
Filed May 1, 2026
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | Orszag Peter Richard | SOpen-market or private sale | Common Stock | 125.0K | $43.52 | Direct | Aug 26, 2026 |
| Aug 24, 2026 | Orszag Peter Richard | MExercise or conversion of derivative · derivative | Stock Price Profits Interest Participation Rights | 250.0K | — | Direct | Aug 26, 2026 |
| Aug 24, 2026 | Orszag Peter Richard | DDisposition to issuer | Common Stock | 75.0K | — | Direct | Aug 26, 2026 |
| Aug 24, 2026 | Orszag Peter Richard | MExercise or conversion of derivative | Common Stock | 250.0K | — | Direct | Aug 26, 2026 |
| Aug 17, 2026 | Howe Stephen R. Jr. | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 103 | $0.00 | Direct | Aug 19, 2026 |
| Aug 14, 2026 | Farr Tracy | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 426 | — | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Soto Alexandra | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 3.4K | — | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Hogbin Christopher | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 3.0K | — | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Gathy Michael | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 145 | — | Direct | Aug 18, 2026 |
| Jul 23, 2026 | Elsesser Kathy | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.0K | $0.00 | Direct | Jul 27, 2026 |
| Jun 1, 2026 | Achleitner Ann-Kristin | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 3.8K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Alper Andrew M | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.1K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Harrison Peter | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 3.8K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Jarrard Michelle | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.0K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Knobloch Iris | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.0K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | SCHULMAN DANIEL H | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.4K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Shevelenko Dmitry | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 3.8K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Howe Stephen R. Jr. | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 4.2K | $0.00 | Direct | Jun 3, 2026 |
| May 22, 2026 | Farr Tracy | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 393 | — | Direct | May 26, 2026 |
| May 22, 2026 | Gathy Michael | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 134 | — | Direct | May 26, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 23, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 7, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 17, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 22, 2026 | 8-K | 5.03, 5.07, 9.01 | Charter or bylaw change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 1, 2026 | 8-K | 1.01, 3.02, 7.01, 9.01 | Material definitive agreement; Unregistered sale of equity securities; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
| May 1, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 30, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Feb 2, 2026 | 8-K | 5.02, 7.01, 8.01, 9.01 | Director or executive change; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Jan 29, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Oct 23, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$779.4M
Q1 2026
+16.5% YoY 10-Q filed May 4, 2026
Operating income
$89.6M
Q1 2026
+63.9% YoY 10-Q filed May 4, 2026
Operating margin
11.5%
Q1 2026
+3.3 pts YoY 10-Q filed May 4, 2026
Net income
$100.9M
Q1 2026
+67.1% YoY 10-Q filed May 4, 2026
Diluted EPS
$0.91
Q1 2026
+62.5% YoY 10-Q filed May 4, 2026
Operating cash flow
$-219.3M
Q1 2026
-0.8% YoY 10-Q filed May 4, 2026
Free cash flow
$-221.5M
Q1 2026
+4.3% YoY 10-Q filed May 4, 2026
Cash & equivalents
$1.0B
As of Mar 31, 2026
+12.3% YoY 10-Q filed May 4, 2026
Assets
$4.2B
As of Mar 31, 2026
+0.2% YoY 10-Q filed May 4, 2026
Liabilities
$3.3B
As of Mar 31, 2026
-6.1% YoY 10-Q filed May 4, 2026
Stockholders’ equity
$881.3M
As of Mar 31, 2026
+46.1% YoY 10-Q filed May 4, 2026
Shares outstanding
111.7M
As of Apr 24, 2026
-1.0% YoY 10-Q filed May 4, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $779.4M | +16.5% |
| Ended Sep 30, 2025 | $770.8M | -4.5% |
| Ended Jun 30, 2025 | $817.2M | +15.4% |
| Ended Mar 31, 2025 | $669.2M | -14.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $3.2B | +1.5% |
| Ended Dec 31, 2024 | $3.1B | +21.1% |
| Ended Dec 31, 2023 | $2.6B | -9.2% |
| Ended Dec 31, 2022 | $2.9B | -12.8% |
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 18 filing(s) · 15 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| BlackRock CIK0002012383 | Aug 31, 2026 observed Sep 4, 2026 filed · 4d Schedule 13G amendment | Reported accumulation | 10.9M +3.4M | 11.20% +3.30 pts | $43.23 | $44.66 | $36.75 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 5.0M | $36.75 | |||
| T. Rowe Price Associates CIK0000080255 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 9.6M +1.8M | 12.00% 0.00 pts | $42.48 | $45.23 | $36.75 |
Explore more institutional activity
Related research
Compare LAZ with other securities showing similar institutional activity or recent accumulation across several tracked institutions.