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 |
|---|---|---|---|---|---|
| SWP Investment Management LLC | 34,968 | $1.51M | 1.89% | +34,968 | New |
| Dark Forest Capital Management LP | 34,355 | $1.49M | 0.07% | +9,919+40.6% | Added |
| Hunter Perkins Capital Management, LLC | 33,560 | $1.45M | 0.34% | +2,240+7.2% | Added |
| Credit Agricole S A | 32,997 | $1.43M | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 28,803 | $1.25M | 0.03% | +20.0% | Added |
| Catalyst Funds Management Pty Ltd | 28,800 | $1.25M | 0.33% | +28,800 | New |
| Natixis Advisors, L.P. | 27,978 | $1.21M | 0.00% | −812−2.8% | Reduced |
| Oppenheimer & Co Inc | 27,601 | $1.20M | 0.02% | −512−1.8% | Reduced |
| Arizona State Retirement System | 25,951 | $1.12M | 0.01% | −218−0.8% | Reduced |
| Truist Financial Corp | 24,889 | $1.08M | 0.00% | +4,102+19.7% | Added |
| Mackenzie Financial Corp | 23,937 | $1.04M | 0.00% | +6,483+37.1% | Added |
| Handelsbanken Fonder AB | 23,700 | $1.03M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,509 | $1.02M | 0.00% | +1,055+4.7% | Added |
| 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 |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $990.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 22,654 | $980.9K | 0.33% | −4,346−16.1% | Reduced |
| Segall Bryant & Hamill, LLC | 22,200 | $961.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 22,011 | $953.1K | 0.07% | −1,479−6.3% | Reduced |
| Cetera Investment Advisers | 21,854 | $946.3K | 0.00% | +7,710+54.5% | Added |
| Manufacturers Life Insurance Company, The | 21,418 | $927.4K | 0.00% | +2,148+11.1% | Added |
| Autumn Glory Partners, LLC | 21,071 | $912.4K | 0.46% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 20,907 | $905.3K | 0.12% | +1,926+10.1% | Added |
| CWM, LLC | 19,558 | $847.0K | 0.00% | +343+1.8% | Added |
| Banque Pictet & Cie SA | 17,803 | $770.9K | 0.01% | +17,803 | New |
| Deutsche Bank AG | 17,714 | $767.0K | 0.00% | −38,574−68.5% | Reduced |
| KLP Kapitalforvaltning AS | 17,200 | $744.8K | 0.00% | −1,200−6.5% | Reduced |
| Calton & Associates, Inc. | 25,725 | $719.3K | 0.16% | +25,725 | New |
| Avantax Advisory Services, Inc. | 14,549 | $630.0K | 0.00% | +375+2.6% | Added |
| Xponance, Inc. | 14,479 | $626.9K | 0.01% | +492+3.5% | Added |
| Ensign Peak Advisors, Inc | 14,374 | $622.4K | 0.00% | +5,134+55.6% | Added |
| Ascent Group, LLC | 14,172 | $613.6K | 0.03% | +3,668+34.9% | Added |
| Illinois Municipal Retirement Fund | 14,145 | $612.5K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,810 | $598.0K | 0.03% | +13,810 | New |
| Elo Mutual Pension Insurance Co | 13,553 | $586.8K | 0.01% | +13,553 | New |
| Pictet Asset Management Holding SA | 13,490 | $584.1K | 0.00% | +747+5.9% | Added |
| Paradigm Asset Management Co LLC | 13,100 | $567.2K | 0.15% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,013 | $561.8K | 0.02% | +1,204+10.2% | Added |
| Inceptionr LLC | 12,955 | $561.0K | 0.17% | −720−5.3% | Reduced |
| Neuberger Berman Group LLC | 12,806 | $554.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,563 | $544.0K | 0.00% | +7,144+131.8% | Added |
| Gilman Hill Asset Management, LLC | 12,340 | $534.3K | 0.09% | +2,550+26.0% | Added |
| Claro Advisors LLC | 11,955 | $517.7K | 0.07% | +56+0.5% | Added |
| Baird Financial Group, Inc. | 11,622 | $503.2K | 0.00% | +913+8.5% | Added |
| Creative Planning | 11,608 | $502.6K | 0.00% | +2,777+31.4% | Added |
| Comerica Bank | 11,467 | $496.5K | 0.00% | −709−5.8% | Reduced |
| National Bank of Canada | 11,242 | $486.8K | 0.00% | +8,785+357.5% | Added |
| NewEdge Wealth, LLC | 11,052 | $478.6K | 0.01% | −130−1.2% | Reduced |
| Commerce Bank | 10,933 | $473.4K | 0.00% | +1,160+11.9% | Added |
| Bleakley Financial Group, LLC | 10,852 | $469.9K | 0.02% | −2,738−20.1% | Reduced |
| New York State Teachers Retirement System | 10,013 | $434.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 9,775 | $423.3K | 0.00% | +9,775 | New |
| Peapack Gladstone Financial Corp | 9,701 | $420.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 9,684 | $419.3K | 0.21% | +14+0.1% | Added |
| Future Fund LLC | 9,682 | $419.2K | 0.54% | +9,682 | New |
| Edmond de Rothschild Holding S.A. | 9,647 | $417.7K | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 9,636 | $417.2K | 0.00% | +9,636 | New |
| Everhart Financial Group, Inc. | 9,376 | $406.0K | 0.06% | +854+10.0% | Added |
| Keybank National Association | 8,906 | $385.6K | 0.00% | +2,500+39.0% | Added |
| Impact Partnership Wealth, LLC | 8,858 | $383.5K | 0.08% | −584−6.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $377.1K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,572 | $371.3K | 0.00% | −14,125−62.2% | Reduced |
| RSM US Wealth Management LLC | 8,443 | $365.6K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,405 | $363.9K | 0.00% | −229,983−96.5% | Reduced |
| Davenport & Co LLC | 8,275 | $358.3K | 0.00% | +400+5.1% | Added |
| Teza Capital Management LLC | 7,872 | $340.9K | 0.16% | −8,636−52.3% | Reduced |
| Amica Retiree Medical Trust | 7,566 | $328.0K | 0.50% | +960+14.5% | Added |
| Amalgamated Bank | 7,417 | $321.0K | 0.00% | +204+2.8% | Added |
| Tradition Wealth Management, LLC | 7,265 | $314.6K | 0.03% | −325−4.3% | Reduced |
| Vestcor Inc | 7,135 | $309.0K | 0.01% | +7,135 | New |
| Northwestern Mutual Wealth Management Co | 6,978 | $302.1K | 0.00% | +628+9.9% | Added |
| 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 |
| MetLife Investment Management | 6,425 | $278.2K | 0.00% | −12−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,350 | $275.0K | 0.00% | +627+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,226 | $269.6K | 0.01% | +6,226 | New |
| Utah Retirement Systems | 6,000 | $259.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,805 | $251.3K | 0.02% | +5,805 | New |
| Alaska Permanent Fund Corp | 6,342 | $246.7K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 5,670 | $245.5K | 0.01% | +5,670 | New |
| My Legacy Advisors, LLC | 5,666 | $245.3K | 0.09% | +139+2.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,472 | $236.9K | 0.00% | +5,472 | New |
| Prudential Financial Inc | 4,372 | $229.6K | 0.00% | +4,372 | New |
| Maryland State Retirement & Pension System | 5,115 | $221.5K | 0.01% | −1,137−18.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,089 | $220.0K | 0.00% | +461+10.0% | Added |
| Prosperity Consulting Group, LLC | 5,008 | $216.8K | 0.02% | −194−3.7% | Reduced |
| Citadel Advisors LLC | 4,984 | $215.8K | 0.00% | +4,984 | New |
| Beverly Hills Private Wealth, LLC | 4,792 | $207.5K | 0.04% | −19−0.4% | Reduced |
| KBC Group NV | 4,683 | $203.0K | 0.00% | +870+22.8% | Added |
| Assetmark, Inc | 4,479 | $193.9K | 0.00% | −404−8.3% | Reduced |
| Walleye Trading LLC | 4,455 | $192.9K | 0.01% | +4,455 | New |
| Advisors Asset Management, Inc. | 4,408 | $190.9K | 0.00% | −331−7.0% | Reduced |
| Bayforest Capital Ltd | 3,967 | $171.8K | 0.07% | −286−6.7% | Reduced |
| Jones Financial Companies LLLP | 3,864 | $166.8K | 0.00% | +1,566+68.1% | Added |
| Broadwater Capital Management LLC | 3,100 | $134.2K | 0.11% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $129.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,964 | $128.3K | 0.01% | +2,379+406.7% | Added |
| The PNC Financial Services Group, Inc. | 2,259 | $97.8K | 0.00% | +251+12.5% | Added |
| Ci Investments Inc. | 2,201 | $95.0K | 0.00% | +86+4.1% | Added |
| HM Payson & Co | 2,057 | $89.1K | 0.00% | +1,843+861.2% | Added |