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, Q1 2025
Institutional positions in Lazard, Inc. as of Mar 31, 2025. 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
- 286
- −1 vs. Q4 2024
- Shares held
- 88.1M
- +7.58M (+9.4%) vs. Q4 2024
- Total value
- $3.80B
- −$336.1M (−8.1%) vs. Q4 2024
- New holders
- 48
- 108 more added
- Sold out
- 49
- 79 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,075,322 | $479.6M | 0.03% | +2,431,607+28.1% | Added |
| Vanguard Group Inc | 10,658,164 | $461.5M | 0.01% | −130,348−1.2% | Reduced |
| BlackRock, Inc. | 8,395,482 | $363.5M | 0.01% | −93,502−1.1% | Reduced |
| Price T Rowe Associates Inc | 6,099,179 | $264.1M | 0.03% | +5,847,608+2,324.4% | Added |
| Ariel Investments, LLC | 5,619,280 | $243.3M | 2.86% | +21,065+0.4% | Added |
| Capital Research Global Investors | 3,788,297 | $164.0M | 0.04% | −641,479−14.5% | Reduced |
| Geode Capital Management, LLC | 2,428,679 | $105.2M | 0.01% | +131,430+5.7% | Added |
| Morgan Stanley | 2,182,430 | $94.5M | 0.01% | −464,203−17.5% | Reduced |
| Amundi | 2,263,046 | $87.6M | 0.03% | +1,326,370+141.6% | Added |
| State Street Corp | 1,927,985 | $83.5M | 0.00% | −46,995−2.4% | Reduced |
| Fisher Asset Management, LLC | 1,824,672 | $79.0M | 0.03% | −37,717−2.0% | Reduced |
| Principal Financial Group Inc | 1,784,257 | $77.3M | 0.04% | −155,597−8.0% | Reduced |
| Ameriprise Financial Inc | 1,690,943 | $73.2M | 0.02% | +406,232+31.6% | Added |
| Epoch Investment Partners, Inc. | 1,648,014 | $71.4M | 0.37% | −183,675−10.0% | Reduced |
| Victory Capital Management Inc | 1,644,323 | $71.2M | 0.07% | +487,574+42.2% | Added |
| Janus Henderson Group PLC | 1,479,354 | $63.9M | 0.04% | +117,988+8.7% | Added |
| Norges Bank | 1,377,011 | $59.6M | 0.01% | +212,245+18.2% | Added |
| Dimensional Fund Advisors LP | 1,322,146 | $57.2M | 0.01% | +227,423+20.8% | Added |
| Invesco Ltd. | 1,283,279 | $55.6M | 0.01% | +82,878+6.9% | Added |
| Voya Investment Management LLC | 1,217,486 | $52.7M | 0.06% | +23,346+2.0% | Added |
| Royal Bank of Canada | 1,079,277 | $46.7M | 0.01% | −61,158−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,015,249 | $44.0M | 0.01% | −48,946−4.6% | Reduced |
| Royce & Associates LP | 847,802 | $36.7M | 0.40% | −8,111−0.9% | Reduced |
| Two Sigma Advisers, LP | 840,800 | $36.4M | 0.08% | −309,900−26.9% | Reduced |
| Goldman Sachs Group Inc | 759,867 | $32.9M | 0.01% | +163,983+27.5% | Added |
| First Trust Advisors LP | 728,595 | $31.5M | 0.03% | −6,367−0.9% | Reduced |
| Northern Trust Corp | 711,993 | $30.8M | 0.00% | +18,392+2.7% | Added |
| Bank of New York Mellon Corp | 676,093 | $29.3M | 0.01% | −2,524−0.4% | Reduced |
| No Street GP LP | 650,000 | $28.1M | 2.20% | +75,000+13.0% | Added |
| Federated Hermes, Inc. | 646,882 | $28.0M | 0.06% | +15,812+2.5% | Added |
| Bank of America Corp | 508,508 | $22.0M | 0.00% | +280,663+123.2% | Added |
| FIL Ltd | 383,713 | $16.6M | 0.02% | −36,086−8.6% | Reduced |
| Two Sigma Investments, LP | 378,296 | $16.4M | 0.04% | −308,319−44.9% | Reduced |
| Crawford Investment Counsel Inc | 365,034 | $15.8M | 0.28% | +7,958+2.2% | Added |
| Citigroup Inc | 358,970 | $15.5M | 0.01% | +17,418+5.1% | Added |
| Ranger Investment Management, L.P. | 352,235 | $15.3M | 1.09% | −4,640−1.3% | Reduced |
| Penn Capital Management Co Inc | 335,747 | $14.6M | 1.42% | +25,161+8.1% | Added |
| Envestnet Asset Management Inc | 287,574 | $12.5M | 0.00% | +25,480+9.7% | Added |
| New York State Common Retirement Fund | 269,816 | $11.7M | 0.02% | −6,324−2.3% | Reduced |
| Nuveen, LLC | 253,995 | $11.0M | 0.00% | +253,995 | New |
| UBS Group AG | 239,964 | $10.4M | 0.00% | −65,496−21.4% | Reduced |
| UBS Asset Management Americas Inc | 238,288 | $10.3M | 0.00% | +18,444+8.4% | Added |
| Susquehanna International Group, LLP | 232,699 | $10.1M | 0.02% | +70,691+43.6% | Added |
| Qube Research & Technologies Ltd | 219,742 | $9.51M | 0.01% | −260,750−54.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 215,059 | $9.31M | 3.05% | +4,013+1.9% | Added |
| California Public Employees Retirement System | 203,116 | $8.79M | 0.01% | −690.0% | Reduced |
| Basswood Capital Management, L.L.C. | 195,076 | $8.45M | 0.47% | −120,021−38.1% | Reduced |
| Crestwood Advisors Group LLC | 181,159 | $7.84M | 0.15% | −3,806−2.1% | Reduced |
| TD Asset Management Inc | 181,126 | $7.84M | 0.01% | −47,790−20.9% | Reduced |
| Swiss National Bank | 175,200 | $7.59M | 0.01% | −2,100−1.2% | Reduced |
| State of Alaska, Department of Revenue | 166,415 | $7.21M | 0.08% | +9,000+5.7% | Added |
| JPMorgan Chase & Co | 154,442 | $6.69M | 0.00% | −4,162−2.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 133,950 | $5.80M | 0.10% | +18,250+15.8% | Added |
| Rhumbline Advisers | 127,613 | $5.53M | 0.01% | −1,715−1.3% | Reduced |
| Macquarie Group Ltd | 125,899 | $5.45M | 0.01% | −35,397−21.9% | Reduced |
| State Board of Administration of Florida Retirement System | 116,610 | $5.05M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 112,814 | $4.88M | 0.01% | −10,890−8.8% | Reduced |
| Jane Street Group, LLC | 106,590 | $4.62M | 0.01% | +99,354+1,373.1% | Added |
| Colony Group, LLC | 103,778 | $4.49M | 0.01% | +66,525+178.6% | Added |
| Legal & General Group Plc | 97,201 | $4.21M | 0.00% | +3,474+3.7% | Added |
| Stifel Financial Corp | 95,508 | $4.14M | 0.00% | −199−0.2% | Reduced |
| Russell Investments Group, Ltd. | 91,033 | $3.94M | 0.01% | +1,352+1.5% | Added |
| SEI Investments Co | 85,087 | $3.68M | 0.00% | −1,995−2.3% | Reduced |
| California State Teachers Retirement System | 84,620 | $3.66M | 0.00% | −1,161−1.4% | Reduced |
| Raymond James Financial Inc | 84,315 | $3.65M | 0.00% | +39,926+89.9% | Added |
| Prana Capital Management, LP | 81,958 | $3.55M | 0.14% | +81,958 | New |
| Amica Mutual Insurance Co | 81,444 | $3.53M | 0.39% | +30,094+58.6% | Added |
| Freemont Management S.A. | 78,700 | $3.41M | 1.34% | +78,700 | New |
| STRS Ohio | 78,085 | $3.38M | 0.01% | +25,085+47.3% | Added |
| Franklin Resources Inc | 72,710 | $3.15M | 0.00% | −26,894−27.0% | Reduced |
| TD Private Client Wealth LLC | 71,906 | $3.11M | 0.09% | +4,861+7.3% | Added |
| Wells Fargo & Company | 67,918 | $2.94M | 0.00% | −1,172−1.7% | Reduced |
| Icon Advisers Inc | 65,600 | $2.84M | 0.66% | 00.0% | Unchanged |
| Bokf, NA | 63,473 | $2.75M | 0.05% | +62,973+12,594.6% | Added |
| Callahan Advisors, LLC | 57,801 | $2.50M | 0.24% | +4,836+9.1% | Added |
| Janney Montgomery Scott LLC | 57,095 | $2.47M | 0.01% | +5,680+11.0% | Added |
| M&T Bank Corp | 56,051 | $2.43M | 0.01% | −15,350−21.5% | Reduced |
| Squarepoint Ops LLC | 54,160 | $2.35M | 0.01% | +54,160 | New |
| Lesa Sroufe & Co | 51,052 | $2.21M | 2.21% | +51,052 | New |
| Treasurer of the State of North Carolina | 50,079 | $2.17M | 0.01% | +1,950+4.1% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.11M | 0.59% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 46,085 | $2.00M | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 46,075 | $2.00M | 0.37% | +2,364+5.4% | Added |
| Argent Trust Co | 45,524 | $1.97M | 0.08% | +429+1.0% | Added |
| Teacher Retirement System of Texas | 43,605 | $1.89M | 0.01% | −17,111−28.2% | Reduced |
| Quantbot Technologies LP | 42,840 | $1.85M | 0.06% | +41,432+2,942.6% | Added |
| LPL Financial LLC | 41,859 | $1.81M | 0.00% | +352+0.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,450 | $1.75M | 0.02% | +551+1.4% | Added |
| HighTower Advisors, LLC | 40,032 | $1.73M | 0.00% | −333−0.8% | Reduced |
| Edgestream Partners, L.P. | 39,681 | $1.72M | 0.06% | −47,491−54.5% | Reduced |
| State of New Jersey Common Pension Fund D | 39,287 | $1.70M | 0.01% | +1,120+2.9% | Added |
| Capital Fund Management S.A. | 39,236 | $1.70M | 0.02% | +39,236 | New |
| Commonwealth Equity Services, LLC | 38,503 | $1.67M | 0.00% | +558+1.5% | Added |
| Alliancebernstein L.P. | 38,413 | $1.66M | 0.00% | −3,300−7.9% | Reduced |
| Danske Bank A/S | 37,887 | $1.64M | 0.01% | +15,086+66.2% | Added |
| Barclays PLC | 37,238 | $1.61M | 0.00% | −66,532−64.1% | Reduced |
| Verition Fund Management LLC | 37,102 | $1.61M | 0.01% | +29,321+376.8% | Added |
| Jackson Hole Capital Partners, LLC | 36,229 | $1.57M | 0.31% | +1,735+5.0% | Added |
| Public Employees Retirement System of Ohio | 35,955 | $1.56M | 0.01% | −1,644−4.4% | Reduced |
| First National Trust Co | 35,206 | $1.52M | 0.06% | 00.0% | Unchanged |