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