John Rogers's LAZ Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 5.76 M shares of Lazard, Inc. (LAZ) worth $241.38 M, representing 2.41% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in LAZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 6.82 M shares. Largest reduction occurred in Q3 2013, reducing 6.88 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Lazard (LAZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lazard (LAZ) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -70,885 | Reduce 1.22% | 5.76 M | $41.94 |
| Q1 2026 | +529,467 | Add 10.00% | 5.83 M | $42.48 |
| Q4 2025 | +50,933 | Add 0.97% | 5.3 M | $48.56 |
| Q3 2025 | -508,108 | Reduce 8.83% | 5.25 M | $52.78 |
| Q2 2025 | +134,717 | Add 2.40% | 5.75 M | $47.98 |
| Q1 2025 | +21,065 | Add 0.38% | 5.62 M | $43.30 |
| Q4 2024 | -552,653 | Reduce 8.98% | 5.6 M | $51.48 |
| Q3 2024 | +109,212 | Add 1.81% | 6.15 M | $50.38 |
| Q2 2024 | -277,002 | Reduce 4.38% | 6.04 M | $38.18 |
| Q1 2024 | -452,653 | Reduce 6.68% | 6.32 M | $41.87 |
| Q4 2023 | -396,788 | Reduce 5.54% | 6.77 M | $34.80 |
| Q3 2023 | -92,563 | Reduce 1.27% | 7.17 M | $31.01 |
| Q2 2023 | -118,085 | Reduce 1.60% | 7.26 M | $32.00 |
| Q1 2023 | -327,435 | Reduce 4.25% | 7.38 M | $33.11 |
| Q4 2022 | -182,272 | Reduce 2.31% | 7.71 M | $34.67 |
| Q3 2022 | -831,988 | Reduce 9.54% | 7.89 M | $31.83 |
| Q2 2022 | +160,005 | Add 1.87% | 8.72 M | $32.41 |
| Q1 2022 | +439,866 | Add 5.42% | 8.56 M | $34.50 |
| Q4 2021 | +117,578 | Add 1.47% | 8.12 M | $43.63 |
| Q3 2021 | +345,992 | Add 4.52% | 8 M | $45.80 |
| Q2 2021 | +708,047 | Add 10.19% | 7.66 M | $45.25 |
| Q1 2021 | +1.41 M | Add 25.40% | 6.95 M | $43.51 |
| Q4 2020 | +39,227 | Add 0.71% | 5.54 M | $42.30 |
| Q3 2020 | +105,145 | Add 1.95% | 5.5 M | $33.05 |
| Q2 2020 | +114,371 | Add 2.17% | 5.4 M | $28.63 |
| Q1 2020 | -171,457 | Reduce 3.14% | 5.28 M | $23.56 |
| Q4 2019 | -437,168 | Reduce 7.42% | 5.45 M | $39.96 |
| Q3 2019 | +152,237 | Add 2.65% | 5.89 M | $35.00 |
| Q2 2019 | +322,284 | Add 5.95% | 5.74 M | $34.39 |
| Q1 2019 | +600,123 | Add 12.46% | 5.42 M | $36.14 |
| Q4 2018 | +277,126 | Add 6.10% | 4.82 M | $36.91 |
| Q3 2018 | +106,124 | Add 2.39% | 4.54 M | $48.13 |
| Q2 2018 | -76,399 | Reduce 1.69% | 4.43 M | $48.91 |
| Q1 2018 | -286,096 | Reduce 5.97% | 4.51 M | $52.56 |
| Q4 2017 | -677,861 | Reduce 12.38% | 4.8 M | $52.50 |
| Q3 2017 | -45,847 | Reduce 0.83% | 5.47 M | $45.22 |
| Q2 2017 | -501,387 | Reduce 8.33% | 5.52 M | $46.33 |
| Q1 2017 | -462,426 | Reduce 7.13% | 6.02 M | $45.99 |
| Q4 2016 | -57,911 | Reduce 0.89% | 6.48 M | $41.09 |
| Q3 2016 | +1,764 | Add 0.03% | 6.54 M | $36.36 |
| Q2 2016 | +57,640 | Add 0.89% | 6.54 M | $29.78 |
| Q1 2016 | +941,810 | Add 17.00% | 6.48 M | $38.80 |
| Q4 2015 | +24,455 | Add 0.44% | 5.54 M | $45.01 |
| Q3 2015 | -74,640 | Reduce 1.34% | 5.52 M | $43.30 |
| Q2 2015 | -246,185 | Reduce 4.22% | 5.59 M | $56.24 |
| Q1 2015 | +907,722 | Add 18.42% | 5.84 M | $52.59 |
| Q4 2014 | +76,710 | Add 1.58% | 4.93 M | $50.03 |
| Q3 2014 | -199,358 | Reduce 3.95% | 4.85 M | $50.70 |
| Q2 2014 | -1.22 M | Reduce 19.48% | 5.05 M | $51.56 |
| Q1 2014 | -545,126 | Reduce 7.99% | 6.27 M | $47.09 |
| Q4 2013 | +6.82 M | New Buy | 6.82 M | $45.32 |
| Q3 2013 | -6.88 M | Sold Out | 0 | $0.00 |
| Q2 2013 | +6.88 M | Add 0.00% | 6.88 M | $32.15 |
John Rogers's Lazard Investment FAQs
John Rogers first purchased Lazard, Inc. (LAZ) in Q2 2013, acquiring 6,881,941 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Lazard, Inc. (LAZ) for 53 quarters since Q2 2013.
John Rogers's largest addition to Lazard, Inc. (LAZ) was in Q2 2013, adding 6,881,941 shares worth $221.25 M.
According to the latest 13F filing for Q2 2026, John Rogers's firm, Ariel Investments, LLC, owns 5,755,404 shares of Lazard, Inc. (LAZ), valued at approximately $241.38 M.
As of the Q2 2026 filing, Lazard, Inc. (LAZ) represents approximately 2.41% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Lazard, Inc. (LAZ) was 8,720,442 shares, as reported at the end of Q2 2022.