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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $44 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $44 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $129 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 5 | $216 | 0.00% | −10−66.7% | Reduced |
| American Capital Advisory, LLC | 5 | $217 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $260 | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $269 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 7 | $303 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $304 | 0.00% | −2−22.2% | Reduced |
| True Wealth Design, LLC | 8 | $347 | 0.00% | +8 | New |
| Larson Financial Group LLC | 11 | $476 | 0.00% | +11 | New |
| Millstone Evans Group, LLC | 15 | $650 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $650 | 0.00% | +5+33.3% | Added |
| Creative Financial Designs Inc | 18 | $779 | 0.00% | −110−85.9% | Reduced |
| Hemington Wealth Management | 45 | $1.00K | 0.00% | +22+95.7% | Added |
| S&T Bank | 27 | $1.17K | 0.00% | +27 | New |
| Activest Wealth Management | 27 | $1.17K | 0.00% | +27 | New |
| Rossby Financial, LCC | 35 | $1.35K | 0.00% | +35 | New |
| Quent Capital, LLC | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $2.17K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 67 | $2.24K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 56 | $2.43K | 0.00% | +1+1.8% | Added |
| Headlands Technologies LLC | 61 | $2.64K | 0.00% | +61 | New |
| WPG Advisers, LLC | 69 | $2.99K | 0.00% | +58+527.3% | Added |
| Wealth Preservation Advisors, LLC | 69 | $2.99K | 0.00% | +69 | New |
| Carolinas Wealth Consulting LLC | 76 | $3.29K | 0.00% | +7+10.1% | Added |
| First Horizon Advisors, Inc. | 77 | $3.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 89 | $3.84K | 0.00% | 00.0% | Unchanged |
| Natixis | 91 | $3.92K | 0.00% | +91 | New |
| City State Bank | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $4.98K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 116 | $5.02K | 0.00% | +116 | New |
| Private Trust Co NA | 120 | $5.20K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $5.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 149 | $6.45K | 0.00% | +149 | New |
| Arlington Trust Co LLC | 150 | $6.50K | 0.00% | +150 | New |
| Allworth Financial LP | 179 | $7.14K | 0.00% | +175+4,375.0% | Added |
| JFS Wealth Advisors, LLC | 184 | $7.97K | 0.00% | −162−46.8% | Reduced |
| Skopos Labs, Inc. | 188 | $8.14K | 0.00% | +187+18,700.0% | Added |
| Legacy Wealth Managment, LLC | 195 | $8.44K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $9.11K | 0.00% | +33+18.6% | Added |
| Hazlett, Burt & Watson, Inc. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 264 | $11.4K | 0.00% | +92+53.5% | Added |
| Signaturefd, LLC | 273 | $11.8K | 0.00% | +260+2,000.0% | Added |
| Harbour Investments, Inc. | 291 | $12.6K | 0.00% | +1+0.3% | Added |
| Boyd Watterson Asset Management LLC | 317 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 350 | $15.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $17.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $17.8K | 0.00% | −857−67.6% | Reduced |
| Whittier Trust Co | 424 | $18.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 505 | $21.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 584 | $25.3K | 0.00% | +125+27.2% | Added |
| BOK Financial Private Wealth, Inc. | 587 | $25.4K | 0.00% | +587 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $27.0K | 0.00% | +632 | New |
| Parallel Advisors, LLC | 654 | $28.3K | 0.00% | +157+31.6% | Added |
| Kestra Investment Management, LLC | 698 | $30.2K | 0.00% | +698 | New |
| Sterling Capital Management LLC | 735 | $31.8K | 0.00% | −1,343−64.6% | Reduced |
| Covestor Ltd | 741 | $32.0K | 0.02% | +353+91.0% | Added |
| IFP Advisors, Inc | 783 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 800 | $34.6K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 800 | $34.6K | 0.03% | +40+5.3% | Added |
| MCF Advisors LLC | 813 | $35.2K | 0.00% | +217+36.4% | Added |
| SRS Capital Advisors, Inc. | 860 | $37.2K | 0.00% | +860 | New |
| Berbice Capital Management LLC | 900 | $39.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 910 | $39.4K | 0.01% | −50−5.2% | Reduced |
| GWM Advisors LLC | 986 | $42.7K | 0.00% | +9+0.9% | Added |
| Quest Partners LLC | 1,038 | $44.9K | 0.00% | −99−8.7% | Reduced |
| Bessemer Group Inc | 1,150 | $50.0K | 0.00% | +1,150 | New |
| Roxbury Financial LLC | 1,034 | $51.9K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,229 | $53.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,244 | $54.5K | 0.00% | +773+164.1% | Added |
| Spire Wealth Management | 1,287 | $55.7K | 0.00% | −50−3.7% | Reduced |
| US Bancorp | 1,401 | $60.7K | 0.00% | −850−37.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $61.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,492 | $64.6K | 0.00% | −4,400−74.7% | Reduced |
| Lindbrook Capital, LLC | 1,820 | $78.8K | 0.01% | +1,820 | New |
| Principal Securities, Inc. | 1,569 | $80.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,866 | $80.8K | 0.00% | −72−3.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,923 | $84.2K | 0.00% | −105−5.2% | Reduced |
| Geneos Wealth Management Inc. | 2,007 | $86.9K | 0.00% | +845+72.7% | Added |
| HM Payson & Co | 2,057 | $89.1K | 0.00% | +1,843+861.2% | Added |
| Ci Investments Inc. | 2,201 | $95.0K | 0.00% | +86+4.1% | Added |
| The PNC Financial Services Group, Inc. | 2,259 | $97.8K | 0.00% | +251+12.5% | Added |
| Group One Trading, L.P. | 2,964 | $128.3K | 0.01% | +2,379+406.7% | Added |
| Delta Asset Management LLC | 3,000 | $129.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,100 | $134.2K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,864 | $166.8K | 0.00% | +1,566+68.1% | Added |
| Bayforest Capital Ltd | 3,967 | $171.8K | 0.07% | −286−6.7% | Reduced |
| Advisors Asset Management, Inc. | 4,408 | $190.9K | 0.00% | −331−7.0% | Reduced |
| Walleye Trading LLC | 4,455 | $192.9K | 0.01% | +4,455 | New |
| Assetmark, Inc | 4,479 | $193.9K | 0.00% | −404−8.3% | Reduced |
| KBC Group NV | 4,683 | $203.0K | 0.00% | +870+22.8% | Added |
| Beverly Hills Private Wealth, LLC | 4,792 | $207.5K | 0.04% | −19−0.4% | Reduced |
| Citadel Advisors LLC | 4,984 | $215.8K | 0.00% | +4,984 | New |