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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 42,840 | $1.85M | 0.06% | +41,432+2,942.6% | Added |
| Teacher Retirement System of Texas | 43,605 | $1.89M | 0.01% | −17,111−28.2% | Reduced |
| Argent Trust Co | 45,524 | $1.97M | 0.08% | +429+1.0% | Added |
| Oliver Luxxe Assets LLC | 46,075 | $2.00M | 0.37% | +2,364+5.4% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.00M | 0.04% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 48,762 | $2.11M | 0.59% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 50,079 | $2.17M | 0.01% | +1,950+4.1% | Added |
| Lesa Sroufe & Co | 51,052 | $2.21M | 2.21% | +51,052 | New |
| Squarepoint Ops LLC | 54,160 | $2.35M | 0.01% | +54,160 | New |
| M&T Bank Corp | 56,051 | $2.43M | 0.01% | −15,350−21.5% | Reduced |
| Janney Montgomery Scott LLC | 57,095 | $2.47M | 0.01% | +5,680+11.0% | Added |
| Callahan Advisors, LLC | 57,801 | $2.50M | 0.24% | +4,836+9.1% | Added |
| Bokf, NA | 63,473 | $2.75M | 0.05% | +62,973+12,594.6% | Added |
| Icon Advisers Inc | 65,600 | $2.84M | 0.66% | 00.0% | Unchanged |
| Wells Fargo & Company | 67,918 | $2.94M | 0.00% | −1,172−1.7% | Reduced |
| TD Private Client Wealth LLC | 71,906 | $3.11M | 0.09% | +4,861+7.3% | Added |
| Franklin Resources Inc | 72,710 | $3.15M | 0.00% | −26,894−27.0% | Reduced |
| STRS Ohio | 78,085 | $3.38M | 0.01% | +25,085+47.3% | Added |
| Freemont Management S.A. | 78,700 | $3.41M | 1.34% | +78,700 | New |
| Amica Mutual Insurance Co | 81,444 | $3.53M | 0.39% | +30,094+58.6% | Added |
| Prana Capital Management, LP | 81,958 | $3.55M | 0.14% | +81,958 | New |
| Raymond James Financial Inc | 84,315 | $3.65M | 0.00% | +39,926+89.9% | Added |
| California State Teachers Retirement System | 84,620 | $3.66M | 0.00% | −1,161−1.4% | Reduced |
| SEI Investments Co | 85,087 | $3.68M | 0.00% | −1,995−2.3% | Reduced |
| Russell Investments Group, Ltd. | 91,033 | $3.94M | 0.01% | +1,352+1.5% | Added |
| Stifel Financial Corp | 95,508 | $4.14M | 0.00% | −199−0.2% | Reduced |
| Legal & General Group Plc | 97,201 | $4.21M | 0.00% | +3,474+3.7% | Added |
| Colony Group, LLC | 103,778 | $4.49M | 0.01% | +66,525+178.6% | Added |
| Jane Street Group, LLC | 106,590 | $4.62M | 0.01% | +99,354+1,373.1% | Added |
| State of Wisconsin Investment Board | 112,814 | $4.88M | 0.01% | −10,890−8.8% | Reduced |
| State Board of Administration of Florida Retirement System | 116,610 | $5.05M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 125,899 | $5.45M | 0.01% | −35,397−21.9% | Reduced |
| Rhumbline Advisers | 127,613 | $5.53M | 0.01% | −1,715−1.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 133,950 | $5.80M | 0.10% | +18,250+15.8% | Added |
| JPMorgan Chase & Co | 154,442 | $6.69M | 0.00% | −4,162−2.6% | Reduced |
| State of Alaska, Department of Revenue | 166,415 | $7.21M | 0.08% | +9,000+5.7% | Added |
| Swiss National Bank | 175,200 | $7.59M | 0.01% | −2,100−1.2% | Reduced |
| TD Asset Management Inc | 181,126 | $7.84M | 0.01% | −47,790−20.9% | Reduced |
| Crestwood Advisors Group LLC | 181,159 | $7.84M | 0.15% | −3,806−2.1% | Reduced |
| Basswood Capital Management, L.L.C. | 195,076 | $8.45M | 0.47% | −120,021−38.1% | Reduced |
| California Public Employees Retirement System | 203,116 | $8.79M | 0.01% | −690.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 215,059 | $9.31M | 3.05% | +4,013+1.9% | Added |
| Qube Research & Technologies Ltd | 219,742 | $9.51M | 0.01% | −260,750−54.3% | Reduced |
| Susquehanna International Group, LLP | 232,699 | $10.1M | 0.02% | +70,691+43.6% | Added |
| UBS Asset Management Americas Inc | 238,288 | $10.3M | 0.00% | +18,444+8.4% | Added |
| UBS Group AG | 239,964 | $10.4M | 0.00% | −65,496−21.4% | Reduced |
| Nuveen, LLC | 253,995 | $11.0M | 0.00% | +253,995 | New |
| New York State Common Retirement Fund | 269,816 | $11.7M | 0.02% | −6,324−2.3% | Reduced |
| Envestnet Asset Management Inc | 287,574 | $12.5M | 0.00% | +25,480+9.7% | Added |
| Penn Capital Management Co Inc | 335,747 | $14.6M | 1.42% | +25,161+8.1% | Added |
| Ranger Investment Management, L.P. | 352,235 | $15.3M | 1.09% | −4,640−1.3% | Reduced |
| Citigroup Inc | 358,970 | $15.5M | 0.01% | +17,418+5.1% | Added |
| Crawford Investment Counsel Inc | 365,034 | $15.8M | 0.28% | +7,958+2.2% | Added |
| Two Sigma Investments, LP | 378,296 | $16.4M | 0.04% | −308,319−44.9% | Reduced |
| FIL Ltd | 383,713 | $16.6M | 0.02% | −36,086−8.6% | Reduced |
| Bank of America Corp | 508,508 | $22.0M | 0.00% | +280,663+123.2% | Added |
| Federated Hermes, Inc. | 646,882 | $28.0M | 0.06% | +15,812+2.5% | Added |
| No Street GP LP | 650,000 | $28.1M | 2.20% | +75,000+13.0% | Added |
| Bank of New York Mellon Corp | 676,093 | $29.3M | 0.01% | −2,524−0.4% | Reduced |
| Northern Trust Corp | 711,993 | $30.8M | 0.00% | +18,392+2.7% | Added |
| First Trust Advisors LP | 728,595 | $31.5M | 0.03% | −6,367−0.9% | Reduced |
| Goldman Sachs Group Inc | 759,867 | $32.9M | 0.01% | +163,983+27.5% | Added |
| Two Sigma Advisers, LP | 840,800 | $36.4M | 0.08% | −309,900−26.9% | Reduced |
| Royce & Associates LP | 847,802 | $36.7M | 0.40% | −8,111−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,015,249 | $44.0M | 0.01% | −48,946−4.6% | Reduced |
| Royal Bank of Canada | 1,079,277 | $46.7M | 0.01% | −61,158−5.4% | Reduced |
| Voya Investment Management LLC | 1,217,486 | $52.7M | 0.06% | +23,346+2.0% | Added |
| Invesco Ltd. | 1,283,279 | $55.6M | 0.01% | +82,878+6.9% | Added |
| Dimensional Fund Advisors LP | 1,322,146 | $57.2M | 0.01% | +227,423+20.8% | Added |
| Norges Bank | 1,377,011 | $59.6M | 0.01% | +212,245+18.2% | Added |
| Janus Henderson Group PLC | 1,479,354 | $63.9M | 0.04% | +117,988+8.7% | Added |
| Victory Capital Management Inc | 1,644,323 | $71.2M | 0.07% | +487,574+42.2% | Added |
| Epoch Investment Partners, Inc. | 1,648,014 | $71.4M | 0.37% | −183,675−10.0% | Reduced |
| Ameriprise Financial Inc | 1,690,943 | $73.2M | 0.02% | +406,232+31.6% | Added |
| Principal Financial Group Inc | 1,784,257 | $77.3M | 0.04% | −155,597−8.0% | Reduced |
| Fisher Asset Management, LLC | 1,824,672 | $79.0M | 0.03% | −37,717−2.0% | Reduced |
| State Street Corp | 1,927,985 | $83.5M | 0.00% | −46,995−2.4% | Reduced |
| Amundi | 2,263,046 | $87.6M | 0.03% | +1,326,370+141.6% | Added |
| Morgan Stanley | 2,182,430 | $94.5M | 0.01% | −464,203−17.5% | Reduced |
| Geode Capital Management, LLC | 2,428,679 | $105.2M | 0.01% | +131,430+5.7% | Added |
| Capital Research Global Investors | 3,788,297 | $164.0M | 0.04% | −641,479−14.5% | Reduced |
| Ariel Investments, LLC | 5,619,280 | $243.3M | 2.86% | +21,065+0.4% | Added |
| Price T Rowe Associates Inc | 6,099,179 | $264.1M | 0.03% | +5,847,608+2,324.4% | Added |
| BlackRock, Inc. | 8,395,482 | $363.5M | 0.01% | −93,502−1.1% | Reduced |
| Vanguard Group Inc | 10,658,164 | $461.5M | 0.01% | −130,348−1.2% | Reduced |
| FMR LLC | 11,075,322 | $479.6M | 0.03% | +2,431,607+28.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Kinetic Partners Management, LP | 0 | $0 | 0.00% | −329,080−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −291,226−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −275,067−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −133,080−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −115,058−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −108,558−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −89,486−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −54,563−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −47,741−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −41,909−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |