Lazard, Inc.
LAZ- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001311370
In the last 90 days, Lazard, Inc. insiders filed 0 open-market purchases and 1 sale; 345 institutions reported holding it in 13F filings for Q2 2026, worth $4.26B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in Lazard, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 294
- +27 vs. Q3 2024
- Shares held
- 81.2M
- +1.96M (+2.5%) vs. Q3 2024
- Total value
- $4.17B
- +$184.6M (+4.6%) vs. Q3 2024
- New holders
- 54
- 112 more added
- Sold out
- 27
- 85 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LAZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 345 | $4.26B |
| Q1 2026 | 337 | $3.91B |
| Q4 2025 | 336 | $4.31B |
| Q3 2025 | 341 | $4.41B |
| Q2 2025 | 302 | $4.15B |
| Q1 2025 | 286 | $3.80B |
| Q4 2024 | 294 | $4.17B |
| Q3 2024 | 274 | $4.00B |
| Q2 2024 | 257 | $2.94B |
| Q1 2024 | 228 | $2.96B |
| Q4 2023 | 165 | $2.17B |
| Q3 2023 | 195 | $1.97B |
| Q2 2023 | 198 | $2.12B |
| Q1 2023 | 210 | $2.11B |
| Q4 2022 | 210 | $2.25B |
| Q3 2022 | 216 | $2.31B |
| Q2 2022 | 215 | $2.44B |
| Q1 2022 | 234 | $2.65B |
| Q4 2021 | 251 | $3.44B |
| Q3 2021 | 241 | $3.68B |
| Q2 2021 | 261 | $3.66B |
| Q1 2021 | 262 | $3.63B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,788,512 | $555.4M | 0.01% | +81,559+0.8% | Added |
| FMR LLC | 8,643,715 | $445.0M | 0.03% | −924,280−9.7% | Reduced |
| BlackRock, Inc. | 8,488,984 | $437.0M | 0.01% | +687,703+8.8% | Added |
| Ariel Investments, LLC | 5,598,215 | $288.2M | 3.08% | −552,653−9.0% | Reduced |
| Capital Research Global Investors | 4,429,776 | $228.0M | 0.05% | +240,938+5.8% | Added |
| Morgan Stanley | 2,646,633 | $136.2M | 0.01% | −30,142−1.1% | Reduced |
| Geode Capital Management, LLC | 2,297,249 | $118.3M | 0.01% | +483,696+26.7% | Added |
| State Street Corp | 1,974,980 | $101.7M | 0.00% | +26,813+1.4% | Added |
| Principal Financial Group Inc | 1,939,854 | $99.9M | 0.05% | −310,195−13.8% | Reduced |
| Fisher Asset Management, LLC | 1,862,389 | $95.9M | 0.04% | +90,152+5.1% | Added |
| Epoch Investment Partners, Inc. | 1,831,689 | $94.3M | 0.46% | −12,689−0.7% | Reduced |
| Janus Henderson Group PLC | 1,361,366 | $70.1M | 0.04% | −150,683−10.0% | Reduced |
| Ameriprise Financial Inc | 1,284,711 | $66.1M | 0.02% | +638,169+98.7% | Added |
| Invesco Ltd. | 1,200,401 | $61.8M | 0.01% | −64,005−5.1% | Reduced |
| Voya Investment Management LLC | 1,194,140 | $61.5M | 0.06% | −182,617−13.3% | Reduced |
| Norges Bank | 1,164,766 | $60.0M | 0.01% | −125,742−9.7% | Reduced |
| Victory Capital Management Inc | 1,156,749 | $59.5M | 0.06% | +92,318+8.7% | Added |
| Two Sigma Advisers, LP | 1,150,700 | $59.2M | 0.14% | −111,100−8.8% | Reduced |
| Royal Bank of Canada | 1,140,435 | $58.7M | 0.01% | +221,783+24.1% | Added |
| Dimensional Fund Advisors LP | 1,094,723 | $56.4M | 0.01% | +220,375+25.2% | Added |
| Charles Schwab Investment Management Inc | 1,064,195 | $54.8M | 0.01% | −34,996−3.2% | Reduced |
| Amundi | 936,676 | $46.9M | 0.02% | +933,755+31,967.0% | Added |
| Royce & Associates LP | 855,913 | $44.1M | 0.41% | −60,606−6.6% | Reduced |
| First Trust Advisors LP | 734,962 | $37.8M | 0.03% | +566,051+335.1% | Added |
| Northern Trust Corp | 693,601 | $35.7M | 0.01% | −116,507−14.4% | Reduced |
| Two Sigma Investments, LP | 686,615 | $35.3M | 0.08% | −200,824−22.6% | Reduced |
| Bank of New York Mellon Corp | 678,617 | $34.9M | 0.01% | +381,546+128.4% | Added |
| Federated Hermes, Inc. | 631,070 | $32.5M | 0.07% | −62,380−9.0% | Reduced |
| Goldman Sachs Group Inc | 595,884 | $30.7M | 0.01% | +478,837+409.1% | Added |
| No Street GP LP | 575,000 | $29.6M | 2.00% | −69,392−10.8% | Reduced |
| Qube Research & Technologies Ltd | 480,492 | $24.7M | 0.04% | +158,061+49.0% | Added |
| FIL Ltd | 419,799 | $21.6M | 0.02% | +419,799 | New |
| Crawford Investment Counsel Inc | 357,076 | $18.4M | 0.33% | +1,336+0.4% | Added |
| Ranger Investment Management, L.P. | 356,875 | $18.4M | 1.16% | +356,875 | New |
| Citigroup Inc | 341,552 | $17.6M | 0.02% | −1480.0% | Reduced |
| Kinetic Partners Management, LP | 329,080 | $16.9M | 1.12% | +329,080 | New |
| Basswood Capital Management, L.L.C. | 315,097 | $16.2M | 0.95% | −96,558−23.5% | Reduced |
| Penn Capital Management Co Inc | 310,586 | $16.0M | 1.57% | −59,016−16.0% | Reduced |
| UBS Group AG | 305,460 | $15.7M | 0.00% | +183,339+150.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 291,226 | $15.0M | 3.01% | +291,226 | New |
| New York State Common Retirement Fund | 276,140 | $14.2M | 0.02% | −10,486−3.7% | Reduced |
| Alyeska Investment Group, L.P. | 275,067 | $14.2M | 0.05% | +275,067 | New |
| Nuveen Asset Management, LLC | 271,794 | $14.0M | 0.00% | −236−0.1% | Reduced |
| Envestnet Asset Management Inc | 262,094 | $13.5M | 0.00% | −2,866−1.1% | Reduced |
| Price T Rowe Associates Inc | 251,571 | $13.0M | 0.00% | +179,511+249.1% | Added |
| BNP Paribas Arbitrage, SA | 238,388 | $12.3M | 0.01% | +218,755+1,114.2% | Added |
| TD Asset Management Inc | 228,916 | $11.8M | 0.01% | −364−0.2% | Reduced |
| Bank of America Corp | 227,845 | $11.7M | 0.00% | −98,741−30.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 216,094 | $11.7M | 0.97% | +51,823+31.5% | Added |
| UBS Asset Management Americas Inc | 219,844 | $11.3M | 0.00% | +48,956+28.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 211,046 | $10.9M | 3.36% | +2,386+1.1% | Added |
| Swedbank AB | 207,000 | $10.7M | 0.01% | +46,200+28.7% | Added |
| Rheos Capital Works Inc. | 205,000 | $10.6M | 0.58% | +30,000+17.1% | Added |
| California Public Employees Retirement System | 203,185 | $10.5M | 0.01% | +40.0% | Added |
| Crestwood Advisors Group LLC | 184,965 | $9.52M | 0.18% | +738+0.4% | Added |
| Swiss National Bank | 177,300 | $9.13M | 0.01% | +1,200+0.7% | Added |
| Susquehanna International Group, LLP | 162,008 | $8.34M | 0.01% | +84,699+109.6% | Added |
| Macquarie Group Ltd | 161,296 | $8.30M | 0.01% | −1,430−0.9% | Reduced |
| JPMorgan Chase & Co | 158,604 | $8.16M | 0.00% | −30,641−16.2% | Reduced |
| State of Alaska, Department of Revenue | 157,415 | $8.10M | 0.09% | +8,250+5.5% | Added |
| Castleark Management LLC | 133,080 | $6.85M | 0.24% | +21,250+19.0% | Added |
| Rhumbline Advisers | 129,328 | $6.66M | 0.01% | −2,737−2.1% | Reduced |
| State of Wisconsin Investment Board | 123,704 | $6.37M | 0.02% | +54,436+78.6% | Added |
| State Board of Administration of Florida Retirement System | 116,610 | $6.00M | 0.01% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 115,700 | $5.96M | 0.10% | +38,000+48.9% | Added |
| CIBC World Markets Inc. | 115,058 | $5.92M | 0.01% | +1,084+1.0% | Added |
| Tudor Investment Corp Et Al | 108,558 | $5.59M | 0.06% | +108,558 | New |
| Barclays PLC | 103,770 | $5.34M | 0.00% | −90,838−46.7% | Reduced |
| Franklin Resources Inc | 99,604 | $5.13M | 0.00% | +99,604 | New |
| Stifel Financial Corp | 95,707 | $4.93M | 0.01% | +365+0.4% | Added |
| Legal & General Group Plc | 93,727 | $4.83M | 0.00% | +4,582+5.1% | Added |
| Russell Investments Group, Ltd. | 89,681 | $4.62M | 0.01% | +69,790+350.9% | Added |
| Moody Aldrich Partners LLC | 89,486 | $4.61M | 0.85% | +16,121+22.0% | Added |
| Edgestream Partners, L.P. | 87,172 | $4.49M | 0.19% | +87,172 | New |
| SEI Investments Co | 87,082 | $4.48M | 0.01% | +5,243+6.4% | Added |
| California State Teachers Retirement System | 85,781 | $4.42M | 0.01% | −2,054−2.3% | Reduced |
| M&T Bank Corp | 71,401 | $3.68M | 0.01% | −2,516−3.4% | Reduced |
| Wells Fargo & Company | 69,090 | $3.56M | 0.00% | +2,183+3.3% | Added |
| TD Private Client Wealth LLC | 67,045 | $3.45M | 0.10% | −2,715−3.9% | Reduced |
| Icon Advisers Inc | 65,600 | $3.38M | 0.76% | +27,400+71.7% | Added |
| Teacher Retirement System of Texas | 60,716 | $3.13M | 0.01% | +44,258+268.9% | Added |
| Deutsche Bank AG | 56,288 | $2.90M | 0.00% | +838+1.5% | Added |
| Monument Capital Management | 54,563 | $2.81M | 0.77% | +54,563 | New |
| STRS Ohio | 53,000 | $2.73M | 0.01% | −25,912−32.8% | Reduced |
| Callahan Advisors, LLC | 52,965 | $2.73M | 0.26% | +7,151+15.6% | Added |
| Janney Montgomery Scott LLC | 51,415 | $2.65M | 0.01% | +1,652+3.3% | Added |
| Amica Mutual Insurance Co | 51,350 | $2.64M | 0.27% | −38,882−43.1% | Reduced |
| HSBC Holdings PLC | 50,000 | $2.59M | 0.00% | +37,704+306.6% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.51M | 0.69% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,129 | $2.48M | 0.01% | +300+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 47,741 | $2.46M | 0.01% | −1,722−3.5% | Reduced |
| Bryn Mawr Trust Co | 46,085 | $2.37M | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 45,095 | $2.32M | 0.09% | −288−0.6% | Reduced |
| Raymond James Financial Inc | 44,389 | $2.29M | 0.00% | +44,389 | New |
| Oliver Luxxe Assets LLC | 43,711 | $2.20M | 0.40% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 41,909 | $2.16M | 0.01% | −11,923−22.1% | Reduced |
| Alliancebernstein L.P. | 41,713 | $2.15M | 0.00% | +4,309+11.5% | Added |
| LPL Financial LLC | 41,507 | $2.14M | 0.00% | +12,803+44.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 41,000 | $2.11M | 0.00% | +41,000 | New |
| HighTower Advisors, LLC | 40,365 | $2.08M | 0.00% | −60−0.1% | Reduced |