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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 44,389 | $2.29M | 0.00% | +44,389 | New |
| Argent Trust Co | 45,095 | $2.32M | 0.09% | −288−0.6% | Reduced |
| Bryn Mawr Trust Co | 46,085 | $2.37M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 47,741 | $2.46M | 0.01% | −1,722−3.5% | Reduced |
| Treasurer of the State of North Carolina | 48,129 | $2.48M | 0.01% | +300+0.6% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.51M | 0.69% | 00.0% | Unchanged |
| HSBC Holdings PLC | 50,000 | $2.59M | 0.00% | +37,704+306.6% | Added |
| Amica Mutual Insurance Co | 51,350 | $2.64M | 0.27% | −38,882−43.1% | Reduced |
| Janney Montgomery Scott LLC | 51,415 | $2.65M | 0.01% | +1,652+3.3% | Added |
| Callahan Advisors, LLC | 52,965 | $2.73M | 0.26% | +7,151+15.6% | Added |
| STRS Ohio | 53,000 | $2.73M | 0.01% | −25,912−32.8% | Reduced |
| Monument Capital Management | 54,563 | $2.81M | 0.77% | +54,563 | New |
| Deutsche Bank AG | 56,288 | $2.90M | 0.00% | +838+1.5% | Added |
| Teacher Retirement System of Texas | 60,716 | $3.13M | 0.01% | +44,258+268.9% | Added |
| Icon Advisers Inc | 65,600 | $3.38M | 0.76% | +27,400+71.7% | Added |
| TD Private Client Wealth LLC | 67,045 | $3.45M | 0.10% | −2,715−3.9% | Reduced |
| Wells Fargo & Company | 69,090 | $3.56M | 0.00% | +2,183+3.3% | Added |
| M&T Bank Corp | 71,401 | $3.68M | 0.01% | −2,516−3.4% | Reduced |
| California State Teachers Retirement System | 85,781 | $4.42M | 0.01% | −2,054−2.3% | Reduced |
| SEI Investments Co | 87,082 | $4.48M | 0.01% | +5,243+6.4% | Added |
| Edgestream Partners, L.P. | 87,172 | $4.49M | 0.19% | +87,172 | New |
| Moody Aldrich Partners LLC | 89,486 | $4.61M | 0.85% | +16,121+22.0% | Added |
| Russell Investments Group, Ltd. | 89,681 | $4.62M | 0.01% | +69,790+350.9% | Added |
| Legal & General Group Plc | 93,727 | $4.83M | 0.00% | +4,582+5.1% | Added |
| Stifel Financial Corp | 95,707 | $4.93M | 0.01% | +365+0.4% | Added |
| Franklin Resources Inc | 99,604 | $5.13M | 0.00% | +99,604 | New |
| Barclays PLC | 103,770 | $5.34M | 0.00% | −90,838−46.7% | Reduced |
| Tudor Investment Corp Et Al | 108,558 | $5.59M | 0.06% | +108,558 | New |
| CIBC World Markets Inc. | 115,058 | $5.92M | 0.01% | +1,084+1.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 115,700 | $5.96M | 0.10% | +38,000+48.9% | Added |
| State Board of Administration of Florida Retirement System | 116,610 | $6.00M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 123,704 | $6.37M | 0.02% | +54,436+78.6% | Added |
| Rhumbline Advisers | 129,328 | $6.66M | 0.01% | −2,737−2.1% | Reduced |
| Castleark Management LLC | 133,080 | $6.85M | 0.24% | +21,250+19.0% | Added |
| State of Alaska, Department of Revenue | 157,415 | $8.10M | 0.09% | +8,250+5.5% | Added |
| JPMorgan Chase & Co | 158,604 | $8.16M | 0.00% | −30,641−16.2% | Reduced |
| Macquarie Group Ltd | 161,296 | $8.30M | 0.01% | −1,430−0.9% | Reduced |
| Susquehanna International Group, LLP | 162,008 | $8.34M | 0.01% | +84,699+109.6% | Added |
| Swiss National Bank | 177,300 | $9.13M | 0.01% | +1,200+0.7% | Added |
| Crestwood Advisors Group LLC | 184,965 | $9.52M | 0.18% | +738+0.4% | Added |
| California Public Employees Retirement System | 203,185 | $10.5M | 0.01% | +40.0% | Added |
| Rheos Capital Works Inc. | 205,000 | $10.6M | 0.58% | +30,000+17.1% | Added |
| Swedbank AB | 207,000 | $10.7M | 0.01% | +46,200+28.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 211,046 | $10.9M | 3.36% | +2,386+1.1% | Added |
| UBS Asset Management Americas Inc | 219,844 | $11.3M | 0.00% | +48,956+28.6% | Added |
| Strategic Wealth Partners, Ltd. | 216,094 | $11.7M | 0.97% | +51,823+31.5% | Added |
| Bank of America Corp | 227,845 | $11.7M | 0.00% | −98,741−30.2% | Reduced |
| TD Asset Management Inc | 228,916 | $11.8M | 0.01% | −364−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 238,388 | $12.3M | 0.01% | +218,755+1,114.2% | Added |
| Price T Rowe Associates Inc | 251,571 | $13.0M | 0.00% | +179,511+249.1% | Added |
| Envestnet Asset Management Inc | 262,094 | $13.5M | 0.00% | −2,866−1.1% | Reduced |
| Nuveen Asset Management, LLC | 271,794 | $14.0M | 0.00% | −236−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 275,067 | $14.2M | 0.05% | +275,067 | New |
| New York State Common Retirement Fund | 276,140 | $14.2M | 0.02% | −10,486−3.7% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 291,226 | $15.0M | 3.01% | +291,226 | New |
| UBS Group AG | 305,460 | $15.7M | 0.00% | +183,339+150.1% | Added |
| Penn Capital Management Co Inc | 310,586 | $16.0M | 1.57% | −59,016−16.0% | Reduced |
| Basswood Capital Management, L.L.C. | 315,097 | $16.2M | 0.95% | −96,558−23.5% | Reduced |
| Kinetic Partners Management, LP | 329,080 | $16.9M | 1.12% | +329,080 | New |
| Citigroup Inc | 341,552 | $17.6M | 0.02% | −1480.0% | Reduced |
| Ranger Investment Management, L.P. | 356,875 | $18.4M | 1.16% | +356,875 | New |
| Crawford Investment Counsel Inc | 357,076 | $18.4M | 0.33% | +1,336+0.4% | Added |
| FIL Ltd | 419,799 | $21.6M | 0.02% | +419,799 | New |
| Qube Research & Technologies Ltd | 480,492 | $24.7M | 0.04% | +158,061+49.0% | Added |
| No Street GP LP | 575,000 | $29.6M | 2.00% | −69,392−10.8% | Reduced |
| Goldman Sachs Group Inc | 595,884 | $30.7M | 0.01% | +478,837+409.1% | Added |
| Federated Hermes, Inc. | 631,070 | $32.5M | 0.07% | −62,380−9.0% | Reduced |
| Bank of New York Mellon Corp | 678,617 | $34.9M | 0.01% | +381,546+128.4% | Added |
| Two Sigma Investments, LP | 686,615 | $35.3M | 0.08% | −200,824−22.6% | Reduced |
| Northern Trust Corp | 693,601 | $35.7M | 0.01% | −116,507−14.4% | Reduced |
| First Trust Advisors LP | 734,962 | $37.8M | 0.03% | +566,051+335.1% | Added |
| Royce & Associates LP | 855,913 | $44.1M | 0.41% | −60,606−6.6% | Reduced |
| Amundi | 936,676 | $46.9M | 0.02% | +933,755+31,967.0% | Added |
| Charles Schwab Investment Management Inc | 1,064,195 | $54.8M | 0.01% | −34,996−3.2% | Reduced |
| Dimensional Fund Advisors LP | 1,094,723 | $56.4M | 0.01% | +220,375+25.2% | Added |
| Royal Bank of Canada | 1,140,435 | $58.7M | 0.01% | +221,783+24.1% | Added |
| Two Sigma Advisers, LP | 1,150,700 | $59.2M | 0.14% | −111,100−8.8% | Reduced |
| Victory Capital Management Inc | 1,156,749 | $59.5M | 0.06% | +92,318+8.7% | Added |
| Norges Bank | 1,164,766 | $60.0M | 0.01% | −125,742−9.7% | Reduced |
| Voya Investment Management LLC | 1,194,140 | $61.5M | 0.06% | −182,617−13.3% | Reduced |
| Invesco Ltd. | 1,200,401 | $61.8M | 0.01% | −64,005−5.1% | Reduced |
| Ameriprise Financial Inc | 1,284,711 | $66.1M | 0.02% | +638,169+98.7% | Added |
| Janus Henderson Group PLC | 1,361,366 | $70.1M | 0.04% | −150,683−10.0% | Reduced |
| Epoch Investment Partners, Inc. | 1,831,689 | $94.3M | 0.46% | −12,689−0.7% | Reduced |
| Fisher Asset Management, LLC | 1,862,389 | $95.9M | 0.04% | +90,152+5.1% | Added |
| Principal Financial Group Inc | 1,939,854 | $99.9M | 0.05% | −310,195−13.8% | Reduced |
| State Street Corp | 1,974,980 | $101.7M | 0.00% | +26,813+1.4% | Added |
| Geode Capital Management, LLC | 2,297,249 | $118.3M | 0.01% | +483,696+26.7% | Added |
| Morgan Stanley | 2,646,633 | $136.2M | 0.01% | −30,142−1.1% | Reduced |
| Capital Research Global Investors | 4,429,776 | $228.0M | 0.05% | +240,938+5.8% | Added |
| Ariel Investments, LLC | 5,598,215 | $288.2M | 3.08% | −552,653−9.0% | Reduced |
| BlackRock, Inc. | 8,488,984 | $437.0M | 0.01% | +687,703+8.8% | Added |
| FMR LLC | 8,643,715 | $445.0M | 0.03% | −924,280−9.7% | Reduced |
| Vanguard Group Inc | 10,788,512 | $555.4M | 0.01% | +81,559+0.8% | Added |
| Walleye Capital LLC | 0 | $0 | 0.00% | −711,697−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −633,890−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −362,515−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −269,160−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −268,990−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −220,953−100.0% | Sold out |