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