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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 5,008 | $216.8K | 0.02% | −194−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,089 | $220.0K | 0.00% | +461+10.0% | Added |
| Maryland State Retirement & Pension System | 5,115 | $221.5K | 0.01% | −1,137−18.2% | Reduced |
| Prudential Financial Inc | 4,372 | $229.6K | 0.00% | +4,372 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,472 | $236.9K | 0.00% | +5,472 | New |
| My Legacy Advisors, LLC | 5,666 | $245.3K | 0.09% | +139+2.5% | Added |
| SummitTX Capital, L.P. | 5,670 | $245.5K | 0.01% | +5,670 | New |
| Alaska Permanent Fund Corp | 6,342 | $246.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,805 | $251.3K | 0.02% | +5,805 | New |
| Utah Retirement Systems | 6,000 | $259.8K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,226 | $269.6K | 0.01% | +6,226 | New |
| Wealth Enhancement Advisory Services, LLC | 6,350 | $275.0K | 0.00% | +627+11.0% | Added |
| MetLife Investment Management | 6,425 | $278.2K | 0.00% | −12−0.2% | Reduced |
| Rothschild Investment LLC | 6,500 | $281.4K | 0.02% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 6,500 | $281.4K | 0.78% | +500+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 6,978 | $302.1K | 0.00% | +628+9.9% | Added |
| Vestcor Inc | 7,135 | $309.0K | 0.01% | +7,135 | New |
| Tradition Wealth Management, LLC | 7,265 | $314.6K | 0.03% | −325−4.3% | Reduced |
| Amalgamated Bank | 7,417 | $321.0K | 0.00% | +204+2.8% | Added |
| Amica Retiree Medical Trust | 7,566 | $328.0K | 0.50% | +960+14.5% | Added |
| Teza Capital Management LLC | 7,872 | $340.9K | 0.16% | −8,636−52.3% | Reduced |
| Davenport & Co LLC | 8,275 | $358.3K | 0.00% | +400+5.1% | Added |
| BNP Paribas Arbitrage, SA | 8,405 | $363.9K | 0.00% | −229,983−96.5% | Reduced |
| RSM US Wealth Management LLC | 8,443 | $365.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,572 | $371.3K | 0.00% | −14,125−62.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $377.1K | 0.06% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 8,858 | $383.5K | 0.08% | −584−6.2% | Reduced |
| Keybank National Association | 8,906 | $385.6K | 0.00% | +2,500+39.0% | Added |
| Everhart Financial Group, Inc. | 9,376 | $406.0K | 0.06% | +854+10.0% | Added |
| Wellington Management Group LLP | 9,636 | $417.2K | 0.00% | +9,636 | New |
| Edmond de Rothschild Holding S.A. | 9,647 | $417.7K | 0.01% | 00.0% | Unchanged |
| Future Fund LLC | 9,682 | $419.2K | 0.54% | +9,682 | New |
| O'Rourke & Company, Inc | 9,684 | $419.3K | 0.21% | +14+0.1% | Added |
| Peapack Gladstone Financial Corp | 9,701 | $420.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 9,775 | $423.3K | 0.00% | +9,775 | New |
| New York State Teachers Retirement System | 10,013 | $434.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,852 | $469.9K | 0.02% | −2,738−20.1% | Reduced |
| Commerce Bank | 10,933 | $473.4K | 0.00% | +1,160+11.9% | Added |
| NewEdge Wealth, LLC | 11,052 | $478.6K | 0.01% | −130−1.2% | Reduced |
| National Bank of Canada | 11,242 | $486.8K | 0.00% | +8,785+357.5% | Added |
| Comerica Bank | 11,467 | $496.5K | 0.00% | −709−5.8% | Reduced |
| Creative Planning | 11,608 | $502.6K | 0.00% | +2,777+31.4% | Added |
| Baird Financial Group, Inc. | 11,622 | $503.2K | 0.00% | +913+8.5% | Added |
| Claro Advisors LLC | 11,955 | $517.7K | 0.07% | +56+0.5% | Added |
| Gilman Hill Asset Management, LLC | 12,340 | $534.3K | 0.09% | +2,550+26.0% | Added |
| AQR Capital Management LLC | 12,563 | $544.0K | 0.00% | +7,144+131.8% | Added |
| Neuberger Berman Group LLC | 12,806 | $554.5K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 12,955 | $561.0K | 0.17% | −720−5.3% | Reduced |
| Wolverine Trading, LLC | 13,013 | $561.8K | 0.02% | +1,204+10.2% | Added |
| Paradigm Asset Management Co LLC | 13,100 | $567.2K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 13,490 | $584.1K | 0.00% | +747+5.9% | Added |
| Elo Mutual Pension Insurance Co | 13,553 | $586.8K | 0.01% | +13,553 | New |
| Virtu Financial LLC | 13,810 | $598.0K | 0.03% | +13,810 | New |
| Illinois Municipal Retirement Fund | 14,145 | $612.5K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 14,172 | $613.6K | 0.03% | +3,668+34.9% | Added |
| Ensign Peak Advisors, Inc | 14,374 | $622.4K | 0.00% | +5,134+55.6% | Added |
| Xponance, Inc. | 14,479 | $626.9K | 0.01% | +492+3.5% | Added |
| Avantax Advisory Services, Inc. | 14,549 | $630.0K | 0.00% | +375+2.6% | Added |
| Calton & Associates, Inc. | 25,725 | $719.3K | 0.16% | +25,725 | New |
| KLP Kapitalforvaltning AS | 17,200 | $744.8K | 0.00% | −1,200−6.5% | Reduced |
| Deutsche Bank AG | 17,714 | $767.0K | 0.00% | −38,574−68.5% | Reduced |
| Banque Pictet & Cie SA | 17,803 | $770.9K | 0.01% | +17,803 | New |
| CWM, LLC | 19,558 | $847.0K | 0.00% | +343+1.8% | Added |
| Great Lakes Retirement, Inc. | 20,907 | $905.3K | 0.12% | +1,926+10.1% | Added |
| Autumn Glory Partners, LLC | 21,071 | $912.4K | 0.46% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,418 | $927.4K | 0.00% | +2,148+11.1% | Added |
| Cetera Investment Advisers | 21,854 | $946.3K | 0.00% | +7,710+54.5% | Added |
| North Star Investment Management Corp. | 22,011 | $953.1K | 0.07% | −1,479−6.3% | Reduced |
| Segall Bryant & Hamill, LLC | 22,200 | $961.3K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 22,654 | $980.9K | 0.33% | −4,346−16.1% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $990.0K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 23,375 | $1.01M | 0.01% | −4,068−14.8% | Reduced |
| Orion Portfolio Solutions, LLC | 23,375 | $1.01M | 0.01% | −4,068−14.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,509 | $1.02M | 0.00% | +1,055+4.7% | Added |
| Handelsbanken Fonder AB | 23,700 | $1.03M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 23,937 | $1.04M | 0.00% | +6,483+37.1% | Added |
| Truist Financial Corp | 24,889 | $1.08M | 0.00% | +4,102+19.7% | Added |
| Arizona State Retirement System | 25,951 | $1.12M | 0.01% | −218−0.8% | Reduced |
| Oppenheimer & Co Inc | 27,601 | $1.20M | 0.02% | −512−1.8% | Reduced |
| Natixis Advisors, L.P. | 27,978 | $1.21M | 0.00% | −812−2.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 28,800 | $1.25M | 0.33% | +28,800 | New |
| Martingale Asset Management L P | 28,803 | $1.25M | 0.03% | +20.0% | Added |
| Credit Agricole S A | 32,997 | $1.43M | 0.01% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 33,560 | $1.45M | 0.34% | +2,240+7.2% | Added |
| Dark Forest Capital Management LP | 34,355 | $1.49M | 0.07% | +9,919+40.6% | Added |
| SWP Investment Management LLC | 34,968 | $1.51M | 1.89% | +34,968 | New |
| First National Trust Co | 35,206 | $1.52M | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 35,955 | $1.56M | 0.01% | −1,644−4.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,229 | $1.57M | 0.31% | +1,735+5.0% | Added |
| Verition Fund Management LLC | 37,102 | $1.61M | 0.01% | +29,321+376.8% | Added |
| Barclays PLC | 37,238 | $1.61M | 0.00% | −66,532−64.1% | Reduced |
| Danske Bank A/S | 37,887 | $1.64M | 0.01% | +15,086+66.2% | Added |
| Alliancebernstein L.P. | 38,413 | $1.66M | 0.00% | −3,300−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 38,503 | $1.67M | 0.00% | +558+1.5% | Added |
| Capital Fund Management S.A. | 39,236 | $1.70M | 0.02% | +39,236 | New |
| State of New Jersey Common Pension Fund D | 39,287 | $1.70M | 0.01% | +1,120+2.9% | Added |
| Edgestream Partners, L.P. | 39,681 | $1.72M | 0.06% | −47,491−54.5% | Reduced |
| HighTower Advisors, LLC | 40,032 | $1.73M | 0.00% | −333−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 40,450 | $1.75M | 0.02% | +551+1.4% | Added |
| LPL Financial LLC | 41,859 | $1.81M | 0.00% | +352+0.8% | Added |