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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $51 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $154 | 0.00% | +3 | New |
| Allworth Financial LP | 4 | $217 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $309 | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 9 | $464 | 0.00% | +2+28.6% | Added |
| WPG Advisers, LLC | 11 | $566 | 0.00% | +11 | New |
| Signaturefd, LLC | 13 | $669 | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 15 | $772 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $772 | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 15 | $772 | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 15 | $772 | 0.00% | +15 | New |
| New Millennium Group LLC | 16 | $824 | 0.00% | +16 | New |
| Hemington Wealth Management | 23 | $1.00K | 0.00% | +11+91.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $1.65K | 0.00% | +1+3.2% | Added |
| Quent Capital, LLC | 45 | $2.32K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $2.86K | 0.00% | +55 | New |
| CIBC Private Wealth Group, LLC | 67 | $3.35K | 0.00% | −114−63.0% | Reduced |
| Carolinas Wealth Consulting LLC | 69 | $3.55K | 0.00% | +15+27.8% | Added |
| First Horizon Advisors, Inc. | 77 | $3.96K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 89 | $4.60K | 0.00% | +20+29.0% | Added |
| City State Bank | 100 | $5.15K | 0.00% | −25−20.0% | Reduced |
| Park Square Financial Group, LLC | 100 | $5.15K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 115 | $5.92K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $6.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $6.18K | 0.00% | +40+50.0% | Added |
| Creative Financial Designs Inc | 128 | $6.60K | 0.00% | +1+0.8% | Added |
| EverSource Wealth Advisors, LLC | 172 | $8.86K | 0.00% | +107+164.6% | Added |
| Clearstead Advisors, LLC | 177 | $9.09K | 0.00% | +2+1.1% | Added |
| Legacy Investment Solutions, LLC | 195 | $10.4K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 195 | $10.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 214 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 290 | $14.9K | 0.00% | +1+0.3% | Added |
| Boyd Watterson Asset Management LLC | 317 | $16.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 346 | $17.8K | 0.00% | +324+1,472.7% | Added |
| Fifth Third Bancorp | 350 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $20.0K | 0.01% | −1,207−75.7% | Reduced |
| Central Trust Co | 400 | $20.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $21.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 459 | $23.6K | 0.00% | +52+12.8% | Added |
| Bokf, NA | 500 | $23.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 471 | $24.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 497 | $25.6K | 0.00% | +65+15.0% | Added |
| MAI Capital Management | 505 | $26.0K | 0.00% | +505 | New |
| Group One Trading, L.P. | 585 | $30.1K | 0.00% | +585 | New |
| Global Retirement Partners, LLC | 589 | $30.3K | 0.00% | +44+8.1% | Added |
| MCF Advisors LLC | 596 | $30.7K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 600 | $30.9K | 0.00% | +600 | New |
| Richardson Financial Services Inc. | 760 | $39.3K | 0.03% | +25+3.4% | Added |
| IFP Advisors, Inc | 783 | $40.3K | 0.00% | −254−24.5% | Reduced |
| Hopwood Financial Services, Inc. | 800 | $41.2K | 0.03% | +800 | New |
| Berbice Capital Management LLC | 900 | $46.3K | 0.04% | +900 | New |
| Continuum Advisory, LLC | 960 | $49.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 977 | $50.3K | 0.00% | +344+54.3% | Added |
| Quest Partners LLC | 1,137 | $58.5K | 0.01% | +525+85.8% | Added |
| Geneos Wealth Management Inc. | 1,162 | $59.8K | 0.00% | +876+306.3% | Added |
| Roxbury Financial LLC | 1,034 | $60.1K | 0.06% | +1,034 | New |
| Steward Partners Investment Advisory, LLC | 1,229 | $63.3K | 0.00% | +34+2.8% | Added |
| HHM Wealth Advisors, LLC | 1,267 | $65.2K | 0.01% | +857+209.0% | Added |
| Spire Wealth Management | 1,337 | $68.8K | 0.00% | +1,337 | New |
| Quantbot Technologies LP | 1,408 | $72.5K | 0.00% | +1,408 | New |
| Nomura Asset Management Co Ltd | 1,420 | $73.1K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 74,077 | $74.1K | 0.02% | +74,077 | New |
| Principal Securities, Inc. | 1,569 | $80.8K | 0.00% | +950+153.5% | Added |
| Corebridge Financial, Inc. | 1,938 | $99.8K | 0.00% | −81−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,008 | $103.4K | 0.00% | +22+1.1% | Added |
| TD Waterhouse Canada Inc. | 2,028 | $104.4K | 0.00% | +1,104+119.5% | Added |
| Sterling Capital Management LLC | 2,078 | $107.0K | 0.00% | −51−2.4% | Reduced |
| Venturi Wealth Management, LLC | 2,100 | $108.1K | 0.01% | +2,100 | New |
| Ci Investments Inc. | 2,115 | $109.0K | 0.00% | +1,915+957.5% | Added |
| US Bancorp | 2,251 | $115.9K | 0.00% | −2,853−55.9% | Reduced |
| Jones Financial Companies LLLP | 2,298 | $118.3K | 0.00% | +503+28.0% | Added |
| National Bank of Canada | 2,457 | $126.5K | 0.00% | −332−11.9% | Reduced |
| AlphaMark Advisors, LLC | 2,950 | $152.0K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $154.4K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 3,025 | $155.7K | 0.01% | +3,025 | New |
| Broadwater Capital Management LLC | 3,100 | $159.6K | 0.12% | 00.0% | Unchanged |
| KBC Group NV | 3,813 | $196.0K | 0.00% | +1,338+54.1% | Added |
| one8zero8, LLC | 3,900 | $200.8K | 0.04% | +3,900 | New |
| EntryPoint Capital, LLC | 3,920 | $201.8K | 0.08% | +3,920 | New |
| Graham Capital Management, L.P. | 4,003 | $206.1K | 0.01% | +4,003 | New |
| Bayforest Capital Ltd | 4,253 | $218.9K | 0.27% | +4,253 | New |
| SG Americas Securities, LLC | 4,287 | $221.0K | 0.00% | −17,298−80.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 4,500 | $231.0K | 0.00% | −8,596−65.6% | Reduced |
| King Wealth | 4,500 | $232.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,628 | $238.0K | 0.00% | −5−0.1% | Reduced |
| Advisors Asset Management, Inc. | 4,739 | $244.0K | 0.00% | −191−3.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,811 | $247.7K | 0.05% | +108+2.3% | Added |
| Assetmark, Inc | 4,883 | $251.4K | 0.00% | −530−9.8% | Reduced |
| State of Wyoming | 4,993 | $257.0K | 0.03% | +2,853+133.3% | Added |
| Prosperity Consulting Group, LLC | 5,202 | $267.8K | 0.02% | +5,202 | New |
| My Legacy Advisors, LLC | 5,527 | $274.9K | 0.11% | +1,255+29.4% | Added |
| AQR Capital Management LLC | 5,419 | $279.0K | 0.00% | +1,428+35.8% | Added |
| Harvest Fund Management Co., Ltd | 5,668 | $292.0K | 0.01% | +5,668 | New |
| Wealth Enhancement Advisory Services, LLC | 5,723 | $294.6K | 0.00% | +1,053+22.5% | Added |
| Hilltop National Bank | 5,830 | $300.1K | 0.09% | −90−1.5% | Reduced |
| Proequities, Inc. | 5,596 | $302.9K | 0.02% | +1,419+34.0% | Added |