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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,892 | $303.3K | 0.01% | +2,970+101.6% | Added |
| Cannon Global Investment Management, LLC | 6,000 | $308.9K | 0.76% | −2,500−29.4% | Reduced |
| Utah Retirement Systems | 6,000 | $308.9K | 0.00% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,012 | $309.5K | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,252 | $321.9K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,331 | $325.9K | 0.00% | +6,331 | New |
| Alaska Permanent Fund Corp | 6,342 | $326.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,350 | $326.9K | 0.00% | −272−4.1% | Reduced |
| Keybank National Association | 6,406 | $329.8K | 0.00% | +800+14.3% | Added |
| MetLife Investment Management | 6,437 | $331.4K | 0.00% | −142−2.2% | Reduced |
| Rothschild Investment LLC | 6,500 | $334.6K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,606 | $340.0K | 0.32% | −3,745−36.2% | Reduced |
| Park Avenue Securities LLC | 6,672 | $343.0K | 0.00% | +728+12.2% | Added |
| Numerai GP LLC | 7,144 | $367.8K | 0.10% | −3,884−35.2% | Reduced |
| Amalgamated Bank | 7,213 | $371.0K | 0.00% | −40−0.6% | Reduced |
| Jane Street Group, LLC | 7,236 | $372.5K | 0.00% | −4,605−38.9% | Reduced |
| Tradition Wealth Management, LLC | 7,590 | $390.7K | 0.03% | +7,590 | New |
| Verition Fund Management LLC | 7,781 | $400.6K | 0.00% | −4,231−35.2% | Reduced |
| Davenport & Co LLC | 7,875 | $405.4K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 8,156 | $419.9K | 0.01% | −7,753−48.7% | Reduced |
| Pathstone Holdings, LLC | 8,275 | $426.0K | 0.00% | +2,722+49.0% | Added |
| RSM US Wealth Management LLC | 8,443 | $436.3K | 0.01% | −1,176−12.2% | Reduced |
| Everhart Financial Group, Inc. | 8,522 | $438.7K | 0.09% | +773+10.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $449.6K | 0.07% | −60−0.7% | Reduced |
| Creative Planning | 8,831 | $454.6K | 0.00% | +480+5.7% | Added |
| Interval Partners, LP | 9,020 | $464.4K | 0.01% | −156,384−94.5% | Reduced |
| Ensign Peak Advisors, Inc | 9,240 | $475.7K | 0.00% | +9,240 | New |
| Impact Partnership Wealth, LLC | 9,442 | $486.1K | 0.10% | +4,140+78.1% | Added |
| Centiva Capital, LP | 9,600 | $494.2K | 0.02% | +9,600 | New |
| Edmond de Rothschild Holding S.A. | 9,647 | $496.6K | 0.01% | −789−7.6% | Reduced |
| O'Rourke & Company, Inc | 9,670 | $497.8K | 0.24% | −98−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $499.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,730 | $500.9K | 0.04% | −13,460−58.0% | Reduced |
| Commerce Bank | 9,773 | $503.1K | 0.00% | −720−6.9% | Reduced |
| Gilman Hill Asset Management, LLC | 9,790 | $504.0K | 0.09% | +240+2.5% | Added |
| New York State Teachers Retirement System | 10,013 | $515.0K | 0.00% | −135−1.3% | Reduced |
| Ascent Group, LLC | 10,504 | $540.7K | 0.04% | +922+9.6% | Added |
| Baird Financial Group, Inc. | 10,709 | $551.3K | 0.00% | +2,109+24.5% | Added |
| Glenmede Trust Co NA | 11,049 | $568.8K | 0.00% | +1,374+14.2% | Added |
| NewEdge Wealth, LLC | 11,182 | $575.6K | 0.01% | +130+1.2% | Added |
| Nebula Research & Development LLC | 11,234 | $578.3K | 0.07% | −5,289−32.0% | Reduced |
| Wolverine Trading, LLC | 11,809 | $610.2K | 0.01% | −5,859−33.2% | Reduced |
| Claro Advisors LLC | 11,899 | $612.6K | 0.08% | +10.0% | Added |
| Comerica Bank | 12,176 | $626.8K | 0.00% | +538+4.6% | Added |
| Absolute Gestao de Investimentos Ltda. | 12,500 | $643.5K | 0.27% | +12,500 | New |
| Pictet Asset Management Holding SA | 12,743 | $656.0K | 0.00% | +1,283+11.2% | Added |
| Neuberger Berman Group LLC | 12,806 | $659.3K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,061 | $672.4K | 0.05% | +13,061 | New |
| Paradigm Asset Management Co LLC | 13,100 | $674.4K | 0.18% | +13,100 | New |
| Bleakley Financial Group, LLC | 13,590 | $699.6K | 0.02% | −98−0.7% | Reduced |
| Inceptionr LLC | 13,675 | $704.0K | 0.16% | +1,876+15.9% | Added |
| Xponance, Inc. | 13,987 | $720.1K | 0.01% | +606+4.5% | Added |
| Cetera Investment Advisers | 14,144 | $728.1K | 0.00% | +2,306+19.5% | Added |
| Illinois Municipal Retirement Fund | 14,145 | $728.2K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,174 | $729.7K | 0.00% | +149+1.1% | Added |
| Algert Global LLC | 14,662 | $754.8K | 0.02% | +14,662 | New |
| Lecap Asset Management Ltd | 15,906 | $818.8K | 0.22% | +2,223+16.2% | Added |
| Teza Capital Management LLC | 16,508 | $849.8K | 0.13% | −4,564−21.7% | Reduced |
| Croban | 16,529 | $850.7K | 0.84% | +16,529 | New |
| Mackenzie Financial Corp | 17,454 | $898.5K | 0.00% | +5,170+42.1% | Added |
| KLP Kapitalforvaltning AS | 18,400 | $947.2K | 0.00% | +18,400 | New |
| Great Lakes Retirement, Inc. | 18,981 | $977.2K | 0.13% | +335+1.8% | Added |
| CWM, LLC | 19,215 | $989.0K | 0.00% | +16,946+746.8% | Added |
| Manufacturers Life Insurance Company, The | 19,270 | $992.0K | 0.00% | −157−0.8% | Reduced |
| Truist Financial Corp | 20,787 | $1.07M | 0.00% | +750+3.7% | Added |
| Autumn Glory Partners, LLC | 21,071 | $1.08M | 0.53% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 22,200 | $1.14M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,454 | $1.16M | 0.00% | +3,296+17.2% | Added |
| D. E. Shaw & Co., Inc. | 22,480 | $1.16M | 0.00% | −2,900−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 22,697 | $1.17M | 0.00% | −1,554−6.4% | Reduced |
| Danske Bank A/S | 22,801 | $1.17M | 0.00% | −9,700−29.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.18M | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 23,490 | $1.21M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 23,700 | $1.22M | 0.00% | −2,300−8.8% | Reduced |
| Dark Forest Capital Management LP | 24,436 | $1.26M | 0.19% | −16,643−40.5% | Reduced |
| Arizona State Retirement System | 26,169 | $1.35M | 0.01% | +196+0.8% | Added |
| O'Brien Greene & Co. Inc | 27,000 | $1.39M | 0.45% | +500+1.9% | Added |
| Brinker Capital Investments, LLC | 27,443 | $1.41M | 0.01% | −699−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 27,443 | $1.41M | 0.01% | −699−2.5% | Reduced |
| Calamos Advisors LLC | 27,557 | $1.42M | 0.01% | +27,557 | New |
| Oppenheimer & Co Inc | 28,113 | $1.45M | 0.02% | +2,169+8.4% | Added |
| Natixis Advisors, L.P. | 28,790 | $1.48M | 0.00% | −627−2.1% | Reduced |
| Martingale Asset Management L P | 28,801 | $1.48M | 0.04% | +28,801 | New |
| Hunter Perkins Capital Management, LLC | 31,320 | $1.61M | 0.34% | −4,620−12.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 32,000 | $1.65M | 1.01% | +32,000 | New |
| Credit Agricole S A | 32,997 | $1.70M | 0.01% | +13,798+71.9% | Added |
| Weiss Asset Management LP | 33,683 | $1.73M | 0.04% | +33,683 | New |
| Jackson Hole Capital Partners, LLC | 34,494 | $1.78M | 0.36% | +1,422+4.3% | Added |
| First National Trust Co | 35,206 | $1.81M | 0.07% | 00.0% | Unchanged |
| Colony Group, LLC | 37,253 | $1.92M | 0.00% | +2,454+7.1% | Added |
| Public Employees Retirement System of Ohio | 37,599 | $1.94M | 0.01% | −2,152−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 37,945 | $1.95M | 0.00% | +469+1.3% | Added |
| State of New Jersey Common Pension Fund D | 38,167 | $1.96M | 0.01% | −1,824−4.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 39,899 | $2.05M | 0.02% | +39,899 | New |
| HighTower Advisors, LLC | 40,365 | $2.08M | 0.00% | −60−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 41,000 | $2.11M | 0.00% | +41,000 | New |
| LPL Financial LLC | 41,507 | $2.14M | 0.00% | +12,803+44.6% | Added |
| Alliancebernstein L.P. | 41,713 | $2.15M | 0.00% | +4,309+11.5% | Added |
| Federation des caisses Desjardins du Quebec | 41,909 | $2.16M | 0.01% | −11,923−22.1% | Reduced |
| Oliver Luxxe Assets LLC | 43,711 | $2.20M | 0.40% | 00.0% | Unchanged |