John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Lazard, Inc. (LAZ)
← All LAZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,826,289 2.77 Add 10.00% 0.25 $38.67–58.75 · VW $48.71i $247,500,757 SEC
2025   Q4 5,296,822 2.78 Add 0.97% 0.03 $46.05–54.96 · VW $49.99i $257,213,676 SEC
2025   Q3 5,245,889 2.96 Reduce 8.83% 0.28 $47.40–58.07 · VW $53.45i $276,878,022 SEC
2025   Q2 5,753,997 3.14 Add 2.40% 0.07 $31.97–48.87 · VW $42.04i $276,076,776 SEC
2025   Q1 5,619,280 2.87 Add 0.38% 0.01 $42.14–58.00 · VW $49.30i $243,314,824 SEC
2024   Q4 5,598,215 3.11 Reduce 8.98% 0.29 $47.82–61.14 · VW $54.17i $288,196,108 SEC
2024   Q3 6,150,868 3.21 Add 1.81% 0.06 $38.20–51.46 · VW $46.79i $309,880,729 SEC
2024   Q2 6,041,656 2.54 Reduce 4.38% 0.12 $35.56–42.10 · VW $39.04i $230,670,426 SEC
2024   Q1 6,318,658 2.64 Reduce 6.68% 0.16 $34.83–42.24 · VW $39.20i $264,562,211 SEC
2023   Q4 6,771,311 2.39 Reduce 5.54% 0.13 $25.82–36.30 · VW $30.07i $235,641,623 SEC
2023   Q3 7,168,099 2.39 Reduce 1.27% 0.03 $30.18–37.95 · VW $33.65i $222,282,750 SEC
2023   Q2 7,260,662 2.23 Reduce 1.60% 0.04 $27.71–35.56 · VW $30.92i $232,341,184 SEC
2023   Q1 7,378,747 2.38 Reduce 4.25% 0.12 $31.58–43.44 · VW $36.96i $244,310,313 SEC
2022   Q4 7,706,182 2.72 Reduce 2.31% 0.06 $30.21–40.05 · VW $36.15i $267,173,329 SEC
2022   Q3 7,888,454 2.76 Reduce 9.54% 0.27 $31.29–39.66 · VW $35.63i $251,089,000 SEC
2022   Q2 8,720,442 2.82 Add 1.87% 0.05 $30.72–36.77 · VW $33.73i $282,629,000 SEC
2022   Q1 8,560,437 2.62 Add 5.42% 0.13 $31.64–46.74 · VW $37.58i $295,335,000 SEC
2021   Q4 8,120,571 2.99 Add 1.47% 0.04 $40.77–53.00 · VW $45.83i $354,300,000 SEC
2021   Q3 8,002,993 3.35 Add 4.52% 0.14 $42.10–49.02 · VW $46.59i $366,537,000 SEC
2021   Q2 7,657,001 3.26 Add 10.19% 0.30 $42.60–48.61 · VW $45.46i $346,479,000 SEC
2021   Q1 6,948,954 2.98 Add 25.40% 0.60 $38.68–46.95 · VW $41.94i $302,349,000 SEC
2020   Q4 5,541,371 2.64 Add 0.71% 0.02 $32.39–42.70 · VW $37.45i $234,400,000 SEC
2020   Q3 5,502,144 2.64 Add 1.95% 0.05 $27.17–34.87 · VW $31.04i $181,846,000 SEC
2020   Q2 5,396,999 2.35 Add 2.17% 0.05 $21.51–34.24 · VW $27.56i $154,516,000 SEC
2020   Q1 5,282,628 2.18 Reduce 3.14% 0.09 $20.94–44.95 · VW $35.31i $124,459,000 SEC
2019   Q4 5,454,085 2.73 Reduce 7.42% 0.21 $33.23–40.13 · VW $37.88i $217,945,000 SEC
2019   Q3 5,891,253 2.77 Add 2.65% 0.07 $31.88–40.75 · VW $36.36i $206,194,000 SEC
2019   Q2 5,739,016 2.50 Add 5.95% 0.14 $31.07–40.90 · VW $35.54i $197,365,000 SEC
2019   Q1 5,416,732 2.45 Add 12.46% 0.27 $34.78–41.76 · VW $37.76i $195,761,000 SEC
2018   Q4 4,816,609 2.49 Add 6.10% 0.14 $33.54–48.53 · VW $39.73i $177,781,000 SEC
2018   Q3 4,539,483 2.44 Add 2.39% 0.06 $45.64–54.64 · VW $49.94i $218,485,000 SEC
2018   Q2 4,433,359 2.50 Reduce 1.69% 0.05 $48.54–56.30 · VW $52.23i $216,836,000 SEC
2018   Q1 4,509,758 2.77 Reduce 5.97% 0.17 $50.68–60.00 · VW $55.04i $237,033,000 SEC
2017   Q4 4,795,854 2.92 Reduce 12.38% 0.37 $44.48–52.98 · VW $48.47i $251,782,000 SEC
2017   Q3 5,473,715 2.96 Reduce 0.83% 0.03 $40.50–48.86 · VW $44.92i $247,521,000 SEC
2017   Q2 5,519,562 3.12 Reduce 8.33% 0.28 $42.43–47.63 · VW $44.64i $255,721,000 SEC
2017   Q1 6,020,949 3.39 Reduce 7.13% 0.23 $40.22–47.09 · VW $43.69i $276,903,000 SEC
2016   Q4 6,483,375 3.29 Reduce 0.89% 0.03 $33.48–44.07 · VW $39.03i $266,402,000 SEC
2016   Q3 6,541,286 3.01 Add 0.03% <0.01 $28.85–38.19 · VW $35.15i $237,841,000 SEC
2016   Q2 6,539,522 2.56 Add 0.89% 0.02 $26.21–39.77 · VW $33.42i $194,747,000 SEC
2016   Q1 6,481,882 3.18 Add 17.00% 0.46 $29.26–44.90 · VW $36.44i $251,497,000 SEC
2015   Q4 5,540,072 3.12 Add 0.44% 0.01 $41.19–49.57 · VW $45.43i $249,359,000 SEC
2015   Q3 5,515,617 3.15 Reduce 1.34% 0.05 $41.26–59.82 · VW $49.94i $238,826,000 SEC
2015   Q2 5,590,257 3.80 Reduce 4.22% 0.16 $52.19–58.85 · VW $55.23i $314,396,000 SEC
2015   Q1 5,836,442 3.79 Add 18.42% 0.59 $43.12–53.45 · VW $49.30i $306,938,000 SEC
2014   Q4 4,928,720 3.14 Add 1.58% 0.05 $43.96–52.66 · VW $49.40i $246,584,000 SEC
2014   Q3 4,852,010 3.51 Reduce 3.95% 0.14 $49.20–55.50 · VW $52.27i $245,997,000 SEC
2014   Q2 5,051,368 3.53 Reduce 19.48% 0.78 $43.27–53.18 · VW $49.28i $260,449,000 SEC
2014   Q1 6,273,224 4.02 Reduce 7.99% 0.34 $40.70–48.70 · VW $44.78i $295,406,000 SEC
2013   Q4 6,818,350 4.27 Add 0.83% 0.04 $35.10–46.98 · VW $40.78i $309,008,000 SEC
2013   Q3 6,762,501 4.05 Reduce 1.74% 0.07 $30.72–39.50 · VW $35.75i $243,585,000 SEC
2013   Q2 6,881,941 4.19 Add 12.40% 0.46 $30.63–35.49 · VW $33.25i $221,254,000 SEC
2013   Q1 6,122,986 4.13 Reduce 2.32% 0.10 $30.57–38.36 · VW $34.78i $208,978,000 SEC
2012   Q4 6,268,576 4.46 Reduce 1.52% 0.07 $26.15–31.90 · VW $29.41i $187,054,000 SEC
2012   Q3 6,365,319 4.62 Reduce 3.69% 0.16 $23.58–31.23 · VW $27.65i $186,058,000 SEC
2012   Q2 6,609,084 4.44 Add 8.16% 0.33 $22.21–29.34 · VW $25.56i $171,770,000 SEC
2012   Q1 6,110,303 4.22 Reduce 3.09% 0.14 $26.16–31.08 · VW $28.99i $174,511,000 SEC
2011   Q4 6,305,134 4.44 Add 9.49% 0.38 $19.04–31.15 · VW $25.42i $164,627,000 SEC
2011   Q3 5,758,665 3.81 Add 20.84% 0.66 $20.90–37.99 · VW $29.01i $121,508,000 SEC
2011   Q2 4,765,570 3.88 Buy 3.88 $35.30–43.54 · VW $39.17i $176,803,000 SEC
2011   Q1 0 0.00 Sell 100.00% 4.27 $39.09–46.54 · VW $42.53i SEC
2010   Q4 4,684,475 4.27 Reduce 3.78% 0.16 $34.38–39.78 · VW $37.06i $184,989,918,000 SEC
2010   Q3 4,868,670 4.27 Add 3.90% 0.16 $25.70–36.95 · VW $31.97i $170,792,944,000 SEC
2010   Q2 4,686,115 3.31 Add 55.97% 1.19 $26.30–40.00 · VW $32.84i $125,166,132,000 SEC
2010   Q1 3,004,510 2.39 Add 95.54% 1.17 $33.31–41.25 · VW $37.18i $107,261,008,000 SEC
2009   Q4 1,536,555 1.39 Add 67.75% 0.56 $34.66–44.62 · VW $38.81i $58,342,994,000 SEC
2009   Q3 915,960 1.13 Buy 1.13 $25.79–42.70 · VW $37.50i $37,838,122,000 SEC
Price snapshot:
Current price$41.10
Avg. buy price$39.44
+/- since buy4.21%
52-week low$38.27
52-week high$58.14