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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 39,899 | $2.05M | 0.02% | +39,899 | New |
| State of New Jersey Common Pension Fund D | 38,167 | $1.96M | 0.01% | −1,824−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 37,945 | $1.95M | 0.00% | +469+1.3% | Added |
| Public Employees Retirement System of Ohio | 37,599 | $1.94M | 0.01% | −2,152−5.4% | Reduced |
| Colony Group, LLC | 37,253 | $1.92M | 0.00% | +2,454+7.1% | Added |
| First National Trust Co | 35,206 | $1.81M | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 34,494 | $1.78M | 0.36% | +1,422+4.3% | Added |
| Weiss Asset Management LP | 33,683 | $1.73M | 0.04% | +33,683 | New |
| Credit Agricole S A | 32,997 | $1.70M | 0.01% | +13,798+71.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 32,000 | $1.65M | 1.01% | +32,000 | New |
| Hunter Perkins Capital Management, LLC | 31,320 | $1.61M | 0.34% | −4,620−12.9% | Reduced |
| Martingale Asset Management L P | 28,801 | $1.48M | 0.04% | +28,801 | New |
| Natixis Advisors, L.P. | 28,790 | $1.48M | 0.00% | −627−2.1% | Reduced |
| Oppenheimer & Co Inc | 28,113 | $1.45M | 0.02% | +2,169+8.4% | Added |
| Calamos Advisors LLC | 27,557 | $1.42M | 0.01% | +27,557 | New |
| 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 |
| O'Brien Greene & Co. Inc | 27,000 | $1.39M | 0.45% | +500+1.9% | Added |
| Arizona State Retirement System | 26,169 | $1.35M | 0.01% | +196+0.8% | Added |
| Dark Forest Capital Management LP | 24,436 | $1.26M | 0.19% | −16,643−40.5% | Reduced |
| Handelsbanken Fonder AB | 23,700 | $1.22M | 0.00% | −2,300−8.8% | Reduced |
| North Star Investment Management Corp. | 23,490 | $1.21M | 0.08% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.18M | 0.06% | 00.0% | Unchanged |
| Danske Bank A/S | 22,801 | $1.17M | 0.00% | −9,700−29.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,697 | $1.17M | 0.00% | −1,554−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 22,480 | $1.16M | 0.00% | −2,900−11.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,454 | $1.16M | 0.00% | +3,296+17.2% | Added |
| Segall Bryant & Hamill, LLC | 22,200 | $1.14M | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 21,071 | $1.08M | 0.53% | 00.0% | Unchanged |
| Truist Financial Corp | 20,787 | $1.07M | 0.00% | +750+3.7% | Added |
| Manufacturers Life Insurance Company, The | 19,270 | $992.0K | 0.00% | −157−0.8% | Reduced |
| CWM, LLC | 19,215 | $989.0K | 0.00% | +16,946+746.8% | Added |
| Great Lakes Retirement, Inc. | 18,981 | $977.2K | 0.13% | +335+1.8% | Added |
| KLP Kapitalforvaltning AS | 18,400 | $947.2K | 0.00% | +18,400 | New |
| Mackenzie Financial Corp | 17,454 | $898.5K | 0.00% | +5,170+42.1% | Added |
| Croban | 16,529 | $850.7K | 0.84% | +16,529 | New |
| Teza Capital Management LLC | 16,508 | $849.8K | 0.13% | −4,564−21.7% | Reduced |
| Lecap Asset Management Ltd | 15,906 | $818.8K | 0.22% | +2,223+16.2% | Added |
| Algert Global LLC | 14,662 | $754.8K | 0.02% | +14,662 | New |
| Avantax Advisory Services, Inc. | 14,174 | $729.7K | 0.00% | +149+1.1% | Added |
| Illinois Municipal Retirement Fund | 14,145 | $728.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,144 | $728.1K | 0.00% | +2,306+19.5% | Added |
| Xponance, Inc. | 13,987 | $720.1K | 0.01% | +606+4.5% | Added |
| Inceptionr LLC | 13,675 | $704.0K | 0.16% | +1,876+15.9% | Added |
| Bleakley Financial Group, LLC | 13,590 | $699.6K | 0.02% | −98−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 13,100 | $674.4K | 0.18% | +13,100 | New |
| Campbell & CO Investment Adviser LLC | 13,061 | $672.4K | 0.05% | +13,061 | New |
| Neuberger Berman Group LLC | 12,806 | $659.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,743 | $656.0K | 0.00% | +1,283+11.2% | Added |
| Absolute Gestao de Investimentos Ltda. | 12,500 | $643.5K | 0.27% | +12,500 | New |
| Comerica Bank | 12,176 | $626.8K | 0.00% | +538+4.6% | Added |
| Claro Advisors LLC | 11,899 | $612.6K | 0.08% | +10.0% | Added |
| Wolverine Trading, LLC | 11,809 | $610.2K | 0.01% | −5,859−33.2% | Reduced |
| Nebula Research & Development LLC | 11,234 | $578.3K | 0.07% | −5,289−32.0% | Reduced |
| NewEdge Wealth, LLC | 11,182 | $575.6K | 0.01% | +130+1.2% | Added |
| Glenmede Trust Co NA | 11,049 | $568.8K | 0.00% | +1,374+14.2% | Added |
| Baird Financial Group, Inc. | 10,709 | $551.3K | 0.00% | +2,109+24.5% | Added |
| Ascent Group, LLC | 10,504 | $540.7K | 0.04% | +922+9.6% | Added |
| New York State Teachers Retirement System | 10,013 | $515.0K | 0.00% | −135−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 9,790 | $504.0K | 0.09% | +240+2.5% | Added |
| Commerce Bank | 9,773 | $503.1K | 0.00% | −720−6.9% | Reduced |
| Prelude Capital Management, LLC | 9,730 | $500.9K | 0.04% | −13,460−58.0% | Reduced |
| Peapack Gladstone Financial Corp | 9,701 | $499.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,670 | $497.8K | 0.24% | −98−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,647 | $496.6K | 0.01% | −789−7.6% | Reduced |
| Centiva Capital, LP | 9,600 | $494.2K | 0.02% | +9,600 | New |
| Impact Partnership Wealth, LLC | 9,442 | $486.1K | 0.10% | +4,140+78.1% | Added |
| Ensign Peak Advisors, Inc | 9,240 | $475.7K | 0.00% | +9,240 | New |
| Interval Partners, LP | 9,020 | $464.4K | 0.01% | −156,384−94.5% | Reduced |
| Creative Planning | 8,831 | $454.6K | 0.00% | +480+5.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $449.6K | 0.07% | −60−0.7% | Reduced |
| Everhart Financial Group, Inc. | 8,522 | $438.7K | 0.09% | +773+10.0% | Added |
| RSM US Wealth Management LLC | 8,443 | $436.3K | 0.01% | −1,176−12.2% | Reduced |
| Pathstone Holdings, LLC | 8,275 | $426.0K | 0.00% | +2,722+49.0% | Added |
| Crestline Management, LP | 8,156 | $419.9K | 0.01% | −7,753−48.7% | Reduced |
| Davenport & Co LLC | 7,875 | $405.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,781 | $400.6K | 0.00% | −4,231−35.2% | Reduced |
| Tradition Wealth Management, LLC | 7,590 | $390.7K | 0.03% | +7,590 | New |
| Jane Street Group, LLC | 7,236 | $372.5K | 0.00% | −4,605−38.9% | Reduced |
| Amalgamated Bank | 7,213 | $371.0K | 0.00% | −40−0.6% | Reduced |
| Numerai GP LLC | 7,144 | $367.8K | 0.10% | −3,884−35.2% | Reduced |
| Park Avenue Securities LLC | 6,672 | $343.0K | 0.00% | +728+12.2% | Added |
| Amica Retiree Medical Trust | 6,606 | $340.0K | 0.32% | −3,745−36.2% | Reduced |
| Rothschild Investment LLC | 6,500 | $334.6K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 6,437 | $331.4K | 0.00% | −142−2.2% | Reduced |
| Keybank National Association | 6,406 | $329.8K | 0.00% | +800+14.3% | Added |
| Northwestern Mutual Wealth Management Co | 6,350 | $326.9K | 0.00% | −272−4.1% | Reduced |
| Alaska Permanent Fund Corp | 6,342 | $326.5K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,331 | $325.9K | 0.00% | +6,331 | New |
| Maryland State Retirement & Pension System | 6,252 | $321.9K | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,012 | $309.5K | 0.15% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 5,892 | $303.3K | 0.01% | +2,970+101.6% | Added |
| Proequities, Inc. | 5,596 | $302.9K | 0.02% | +1,419+34.0% | Added |
| Hilltop National Bank | 5,830 | $300.1K | 0.09% | −90−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,723 | $294.6K | 0.00% | +1,053+22.5% | Added |
| Harvest Fund Management Co., Ltd | 5,668 | $292.0K | 0.01% | +5,668 | New |
| AQR Capital Management LLC | 5,419 | $279.0K | 0.00% | +1,428+35.8% | Added |
| My Legacy Advisors, LLC | 5,527 | $274.9K | 0.11% | +1,255+29.4% | Added |