Lazard Freres Gestion S.A.S.
All 13F Filings
- Location
- Paris, I0
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 5,953,997
- Description
- Paris based advisory led wealth manager with a manager led governance framework and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio concentration discipline and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 116 | 5,953,997 | 13F-HR | Lazard Freres Gestion S.A.S. |
| Q2 2026 | 8/6/2026 | 115 | 5,771,449 | 13F-HR | Lazard Freres Gestion S.A.S. |
| Q1 2026 | 5/7/2026 | 123 | 5,071,148 | 13F-HR | Lazard Freres Gestion S.A.S. |
| Q4 2025 | 2/6/2026 | 112 | 5,550,473 | 13F-HR | Lazard Freres Gestion S.A.S. |
| Q3 2025 | 10/21/2025 | 112 | 5,253,356 | 13F-HR | Lazard Freres Gestion S.A.S. |
| Q2 2025 | 7/31/2025 | 110 | 4,787,891 | 13F-HR | Lazard Freres Gestion S.A.S. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.85 M | 98.3% | 155.3 K | 0 | 155.3 K |
| ETFs | 103.9 K | 1.7% | 27.21 K | 0 | 27.21 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
5,953,997
Holdings
116
QoQ value change ($000)
182,548
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.