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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | +7+233.3% | Added |
| Parkworth Wealth Management, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $48 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $144 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 3 | $144 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $192 | 0.00% | +3+300.0% | Added |
| American Capital Advisory, LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $288 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $336 | 0.00% | +1+16.7% | Added |
| Cromwell Holdings LLC | 10 | $480 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $576 | 0.00% | +4+50.0% | Added |
| AdvisorNet Financial, Inc | 12 | $576 | 0.00% | +5+71.4% | Added |
| Fortitude Family Office, LLC | 12 | $576 | 0.00% | +12 | New |
| Millstone Evans Group, LLC | 15 | $720 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $720 | 0.00% | −5−25.0% | Reduced |
| Massmutual Trust Co FSB | 22 | $1.06K | 0.00% | +22 | New |
| Larson Financial Group LLC | 23 | $1.10K | 0.00% | +12+109.1% | Added |
| Essential Partners LLC | 26 | $1.25K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 28 | $1.34K | 0.00% | +28 | New |
| Principia Wealth Advisory, LLC | 31 | $1.49K | 0.00% | +24+342.9% | Added |
| Globeflex Capital L P | 33 | $1.58K | 0.00% | +33 | New |
| CIBC Private Wealth Group, LLC | 34 | $1.63K | 0.00% | −33−49.3% | Reduced |
| Rossby Financial, LCC | 35 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 54 | $2.00K | 0.00% | +9+20.0% | Added |
| Evergreen Private Wealth LLC | 42 | $2.02K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 45 | $2.16K | 0.00% | +45 | New |
| Curat Global, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $2.69K | 0.00% | +56 | New |
| Logan Capital Management Inc | 57 | $2.72K | 0.00% | +1+1.8% | Added |
| First Horizon Advisors, Inc. | 59 | $2.83K | 0.00% | −18−23.4% | Reduced |
| Huntington National Bank | 61 | $2.93K | 0.00% | +60+6,000.0% | Added |
| Smartleaf Asset Management LLC | 69 | $3.30K | 0.00% | −20−22.5% | Reduced |
| Wealth Preservation Advisors, LLC | 69 | $3.31K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $3.60K | 0.00% | −25−25.0% | Reduced |
| Atlantic Trust, LLC | 84 | $4.03K | 0.00% | −65−43.6% | Reduced |
| Park Square Financial Group, LLC | 100 | $4.80K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $4.80K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 115 | $5.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $5.76K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 150 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $8.01K | 0.00% | −17−9.2% | Reduced |
| Legacy Wealth Managment, LLC | 195 | $9.36K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 195 | $9.36K | 0.00% | +195 | New |
| Group One Trading, L.P. | 205 | $9.84K | 0.00% | −2,759−93.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 224 | $10.7K | 0.00% | +224 | New |
| EverSource Wealth Advisors, LLC | 240 | $11.5K | 0.00% | −24−9.1% | Reduced |
| Allworth Financial LP | 292 | $14.0K | 0.00% | +113+63.1% | Added |
| Harbour Investments, Inc. | 292 | $14.0K | 0.00% | +1+0.3% | Added |
| Boyd Watterson Asset Management LLC | 317 | $15.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 349 | $16.7K | 0.00% | +161+85.6% | Added |
| Fifth Third Bancorp | 350 | $16.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 366 | $17.6K | 0.00% | +366 | New |
| Central Trust Co | 400 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $19.2K | 0.00% | +400 | New |
| HHM Wealth Advisors, LLC | 410 | $19.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $20.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $20.7K | 0.00% | −383−47.1% | Reduced |
| Danske Bank A/S | 437 | $21.0K | 0.00% | −37,450−98.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $22.0K | 0.00% | +458 | New |
| Signaturefd, LLC | 467 | $22.4K | 0.00% | +194+71.1% | Added |
| Brown Brothers Harriman & Co | 500 | $24.0K | 0.00% | +500 | New |
| TD Capital Management LLC | 505 | $24.3K | 0.00% | +505 | New |
| MAI Capital Management | 516 | $24.8K | 0.00% | +11+2.2% | Added |
| Global Retirement Partners, LLC | 589 | $28.3K | 0.00% | +589 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $30.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 715 | $34.3K | 0.00% | −686−49.0% | Reduced |
| GWM Advisors LLC | 796 | $38.2K | 0.00% | −190−19.3% | Reduced |
| State of Wyoming | 799 | $38.3K | 0.00% | +799 | New |
| Hopwood Financial Services, Inc. | 800 | $38.4K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 844 | $40.5K | 0.00% | −16−1.9% | Reduced |
| Richardson Financial Services Inc. | 875 | $42.7K | 0.03% | +75+9.4% | Added |
| Berbice Capital Management LLC | 900 | $43.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 918 | $44.0K | 0.00% | +334+57.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,023 | $49.0K | 0.00% | +1,023 | New |
| Roxbury Financial LLC | 1,034 | $49.6K | 0.05% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,088 | $52.2K | 0.01% | +1,088 | New |
| Spire Wealth Management | 1,123 | $53.9K | 0.00% | −164−12.7% | Reduced |
| Farther Finance Advisors, LLC | 1,169 | $56.1K | 0.00% | −75−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,265 | $60.7K | 0.00% | +36+2.9% | Added |
| IFP Advisors, Inc | 419 | $66.6K | 0.00% | −364−46.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $68.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,434 | $68.8K | 0.00% | −41,406−96.7% | Reduced |
| Principal Securities, Inc. | 1,531 | $73.5K | 0.00% | −38−2.4% | Reduced |
| Ci Investments Inc. | 1,627 | $78.0K | 0.00% | −574−26.1% | Reduced |
| Covestor Ltd | 1,671 | $80.0K | 0.05% | +930+125.5% | Added |
| Geneos Wealth Management Inc. | 1,670 | $80.1K | 0.00% | −337−16.8% | Reduced |
| Parallel Advisors, LLC | 1,771 | $85.0K | 0.00% | +1,117+170.8% | Added |
| Tower Research Capital LLC (TRC) | 1,943 | $93.2K | 0.00% | +451+30.2% | Added |
| TD Waterhouse Canada Inc. | 1,924 | $93.8K | 0.00% | +1+0.1% | Added |
| Comerica Bank | 2,451 | $117.6K | 0.00% | −9,016−78.6% | Reduced |
| KBC Group NV | 2,989 | $143.0K | 0.00% | −1,694−36.2% | Reduced |
| Delta Asset Management LLC | 3,000 | $143.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,057 | $146.7K | 0.00% | +798+35.3% | Added |
| HM Payson & Co | 3,076 | $147.6K | 0.00% | +1,019+49.5% | Added |
| Broadwater Capital Management LLC | 148,738 | $148.7K | 0.12% | +145,638+4,698.0% | Added |
| Kestra Investment Management, LLC | 3,660 | $172.3K | 0.00% | +2,962+424.4% | Added |
| Jones Financial Companies LLLP | 3,664 | $175.4K | 0.00% | −200−5.2% | Reduced |
| Quest Partners LLC | 4,065 | $195.0K | 0.02% | +3,027+291.6% | Added |