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, Q2 2025
Institutional positions in Lazard, Inc. as of Jun 30, 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
- 302
- +19 vs. Q1 2025
- Shares held
- 86.6M
- −1.43M (−1.6%) vs. Q1 2025
- Total value
- $4.15B
- +$346.9M (+9.1%) vs. Q1 2025
- New holders
- 62
- 114 more added
- Sold out
- 43
- 87 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,265,332 | $540.5M | 0.03% | +190,010+1.7% | Added |
| Vanguard Group Inc | 10,935,547 | $524.7M | 0.01% | +277,383+2.6% | Added |
| BlackRock, Inc. | 7,661,478 | $367.6M | 0.01% | −734,004−8.7% | Reduced |
| Price T Rowe Associates Inc | 6,923,540 | $332.2M | 0.04% | +824,361+13.5% | Added |
| Ariel Investments, LLC | 5,753,997 | $276.1M | 3.13% | +134,717+2.4% | Added |
| Geode Capital Management, LLC | 2,385,795 | $114.5M | 0.01% | −42,884−1.8% | Reduced |
| Capital Research Global Investors | 2,366,311 | $113.5M | 0.02% | −1,421,986−37.5% | Reduced |
| State Street Corp | 2,108,229 | $101.2M | 0.00% | +180,244+9.3% | Added |
| Victory Capital Management Inc | 1,914,491 | $91.9M | 0.06% | +270,168+16.4% | Added |
| Principal Financial Group Inc | 1,778,378 | $85.3M | 0.05% | −5,879−0.3% | Reduced |
| Fisher Asset Management, LLC | 1,701,913 | $81.7M | 0.03% | −122,759−6.7% | Reduced |
| Ameriprise Financial Inc | 1,692,085 | $81.2M | 0.02% | +1,142+0.1% | Added |
| Epoch Investment Partners, Inc. | 1,643,191 | $78.8M | 0.41% | −4,823−0.3% | Reduced |
| Morgan Stanley | 1,640,033 | $78.7M | 0.01% | −542,397−24.9% | Reduced |
| Dimensional Fund Advisors LP | 1,518,519 | $72.9M | 0.02% | +196,373+14.9% | Added |
| Norges Bank | 1,386,969 | $66.5M | 0.01% | +9,958+0.7% | Added |
| Janus Henderson Group PLC | 1,356,602 | $65.1M | 0.03% | −122,752−8.3% | Reduced |
| Invesco Ltd. | 1,209,569 | $58.0M | 0.01% | −73,710−5.7% | Reduced |
| Voya Investment Management LLC | 1,042,557 | $50.0M | 0.05% | −174,929−14.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,033,578 | $49.6M | 0.01% | +18,329+1.8% | Added |
| Royal Bank of Canada | 936,308 | $44.9M | 0.01% | −142,969−13.2% | Reduced |
| Royce & Associates LP | 910,174 | $43.7M | 0.45% | +62,372+7.4% | Added |
| Goldman Sachs Group Inc | 840,129 | $40.3M | 0.01% | +80,262+10.6% | Added |
| Balyasny Asset Management LLC | 714,977 | $34.3M | 0.08% | +714,977 | New |
| Bank of New York Mellon Corp | 643,959 | $30.9M | 0.01% | −32,134−4.8% | Reduced |
| Northern Trust Corp | 623,372 | $29.9M | 0.00% | −88,621−12.4% | Reduced |
| Federated Hermes, Inc. | 584,912 | $28.1M | 0.05% | −61,970−9.6% | Reduced |
| FIL Ltd | 553,643 | $26.6M | 0.02% | +169,930+44.3% | Added |
| No Street GP LP | 550,000 | $26.4M | 1.97% | −100,000−15.4% | Reduced |
| Ranger Investment Management, L.P. | 505,385 | $24.2M | 1.69% | +153,150+43.5% | Added |
| Bank of America Corp | 488,657 | $23.4M | 0.00% | −19,851−3.9% | Reduced |
| UBS Asset Management Americas Inc | 454,289 | $21.8M | 0.00% | +216,001+90.6% | Added |
| Crawford Investment Counsel Inc | 373,731 | $17.9M | 0.31% | +8,697+2.4% | Added |
| Citigroup Inc | 367,851 | $17.6M | 0.01% | +8,881+2.5% | Added |
| AE Wealth Management LLC | 338,550 | $16.2M | 0.12% | +338,550 | New |
| First Trust Advisors LP | 310,439 | $14.9M | 0.01% | −418,156−57.4% | Reduced |
| GW Henssler & Associates Ltd | 307,869 | $14.8M | 0.79% | +307,869 | New |
| Susquehanna International Group, LLP | 304,968 | $14.6M | 0.02% | +72,269+31.1% | Added |
| Two Sigma Advisers, LP | 304,700 | $14.6M | 0.03% | −536,100−63.8% | Reduced |
| Envestnet Asset Management Inc | 302,439 | $14.5M | 0.00% | +14,865+5.2% | Added |
| UBS Group AG | 289,215 | $13.9M | 0.00% | +49,251+20.5% | Added |
| MetLife Investment Management | 288,554 | $13.8M | 0.08% | +282,129+4,391.1% | Added |
| Penn Capital Management Co Inc | 231,724 | $11.1M | 0.96% | −104,023−31.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 218,890 | $10.5M | 2.95% | +3,831+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 218,412 | $10.5M | 0.23% | +218,412 | New |
| Bokf, NA | 212,282 | $10.2M | 0.16% | +148,809+234.4% | Added |
| New York State Common Retirement Fund | 210,458 | $10.1M | 0.01% | −59,358−22.0% | Reduced |
| Swedbank AB | 207,000 | $9.93M | 0.01% | +207,000 | New |
| California Public Employees Retirement System | 205,802 | $9.87M | 0.01% | +2,686+1.3% | Added |
| Alliancebernstein L.P. | 201,384 | $9.66M | 0.00% | +162,971+424.3% | Added |
| Basswood Capital Management, L.L.C. | 195,076 | $9.36M | 0.47% | 00.0% | Unchanged |
| Nuveen, LLC | 192,817 | $9.25M | 0.00% | −61,178−24.1% | Reduced |
| Macquarie Group Ltd | 188,524 | $9.05M | 0.01% | +62,625+49.7% | Added |
| Crestwood Advisors Group LLC | 183,624 | $8.81M | 0.16% | +2,465+1.4% | Added |
| TD Asset Management Inc | 182,132 | $8.74M | 0.01% | +1,006+0.6% | Added |
| Swiss National Bank | 171,700 | $8.24M | 0.00% | −3,500−2.0% | Reduced |
| State of Alaska, Department of Revenue | 166,415 | $7.98M | 0.09% | 00.0% | Unchanged |
| Cambiar Investors LLC | 162,513 | $7.80M | 0.33% | +162,513 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 160,750 | $7.71M | 0.13% | +26,800+20.0% | Added |
| Citadel Advisors LLC | 136,447 | $6.55M | 0.01% | +131,463+2,637.7% | Added |
| Jane Street Group, LLC | 136,015 | $6.53M | 0.01% | +29,425+27.6% | Added |
| ExodusPoint Capital Management, LP | 134,299 | $6.44M | 0.08% | +134,299 | New |
| JPMorgan Chase & Co | 129,894 | $6.23M | 0.00% | −24,548−15.9% | Reduced |
| Stifel Financial Corp | 123,688 | $5.93M | 0.01% | +28,180+29.5% | Added |
| Amica Mutual Insurance Co | 120,707 | $5.79M | 0.56% | +39,263+48.2% | Added |
| Two Sigma Investments, LP | 119,332 | $5.73M | 0.01% | −258,964−68.5% | Reduced |
| State Board of Administration of Florida Retirement System | 117,930 | $5.66M | 0.01% | +1,320+1.1% | Added |
| Russell Investments Group, Ltd. | 115,962 | $5.56M | 0.01% | +24,929+27.4% | Added |
| Rhumbline Advisers | 106,725 | $5.12M | 0.00% | −20,888−16.4% | Reduced |
| State of Wisconsin Investment Board | 106,616 | $5.12M | 0.01% | −6,198−5.5% | Reduced |
| Freemont Management S.A. | 102,800 | $4.93M | 0.81% | +24,100+30.6% | Added |
| Colony Group, LLC | 101,211 | $4.86M | 0.01% | −2,567−2.5% | Reduced |
| Legal & General Group Plc | 100,397 | $4.82M | 0.00% | +3,196+3.3% | Added |
| California State Teachers Retirement System | 84,620 | $4.06M | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 77,839 | $3.73M | 0.09% | +5,933+8.3% | Added |
| Capital Fund Management S.A. | 75,198 | $3.61M | 0.04% | +35,962+91.7% | Added |
| Wells Fargo & Company | 67,995 | $3.26M | 0.00% | +77+0.1% | Added |
| Icon Advisers Inc | 65,600 | $3.15M | 0.72% | 00.0% | Unchanged |
| Millennium Management LLC | 65,376 | $3.14M | 0.00% | +65,376 | New |
| SEI Investments Co | 63,837 | $3.06M | 0.00% | −21,250−25.0% | Reduced |
| AQR Capital Management LLC | 63,782 | $3.06M | 0.00% | +51,219+407.7% | Added |
| Illinois Municipal Retirement Fund | 63,652 | $3.05M | 0.04% | +49,507+350.0% | Added |
| Callahan Advisors, LLC | 58,960 | $2.83M | 0.25% | +1,159+2.0% | Added |
| Janney Montgomery Scott LLC | 57,212 | $2.75M | 0.01% | +117+0.2% | Added |
| First National Trust Co | 57,194 | $2.74M | 0.10% | +21,988+62.5% | Added |
| Barclays PLC | 55,929 | $2.68M | 0.00% | +18,691+50.2% | Added |
| Raymond James Financial Inc | 55,709 | $2.67M | 0.00% | −28,606−33.9% | Reduced |
| STRS Ohio | 55,628 | $2.67M | 0.01% | −22,457−28.8% | Reduced |
| M&T Bank Corp | 55,453 | $2.66M | 0.01% | −598−1.1% | Reduced |
| Weiss Asset Management LP | 55,430 | $2.66M | 0.04% | +55,430 | New |
| Moran Wealth Management, LLC | 54,000 | $2.59M | 0.08% | +54,000 | New |
| Lesa Sroufe & Co | 52,619 | $2.52M | 2.32% | +1,567+3.1% | Added |
| Jackson Hole Capital Partners, LLC | 52,343 | $2.51M | 0.46% | +16,114+44.5% | Added |
| Treasurer of the State of North Carolina | 51,357 | $2.46M | 0.01% | +1,278+2.6% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.34M | 0.61% | 00.0% | Unchanged |
| Argent Trust Co | 46,716 | $2.24M | 0.08% | +1,192+2.6% | Added |
| Oliver Luxxe Assets LLC | 46,592 | $2.24M | 0.40% | +517+1.1% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.21M | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 43,947 | $2.11M | 0.06% | +43,947 | New |
| State of New Jersey Common Pension Fund D | 43,649 | $2.09M | 0.01% | +4,362+11.1% | Added |