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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 3,711 | $201.6K | 0.01% | +3,711 | New |
| Pinebridge Investments, L.P. | 4,319 | $207.2K | 0.00% | +4,319 | New |
| Assetmark, Inc | 4,389 | $210.6K | 0.00% | −90−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,405 | $211.4K | 0.00% | +4,405 | New |
| Lazard Freres Gestion S.A.S. | 0 | $215.0K | 0.00% | 0 | New |
| King Wealth | 4,500 | $216.0K | 0.03% | +4,500 | New |
| Beverly Hills Private Wealth, LLC | 4,571 | $219.3K | 0.04% | −221−4.6% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 4,594 | $220.4K | 0.07% | +4,594 | New |
| Paradigm Financial Partners, LLC | 4,640 | $222.6K | 0.02% | +4,640 | New |
| Cambridge Investment Research Advisors, Inc. | 4,952 | $238.0K | 0.00% | −137−2.7% | Reduced |
| Advisors Asset Management, Inc. | 5,045 | $242.1K | 0.00% | +637+14.5% | Added |
| Maryland State Retirement & Pension System | 5,115 | $245.4K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,811 | $278.8K | 0.00% | −189−3.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 5,847 | $280.5K | 0.01% | +5,847 | New |
| Sterling Capital Management LLC | 5,933 | $284.7K | 0.00% | +5,198+707.2% | Added |
| Everhart Financial Group, Inc. | 6,052 | $290.4K | 0.03% | −3,324−35.5% | Reduced |
| Prosperity Consulting Group, LLC | 6,249 | $299.8K | 0.02% | +1,241+24.8% | Added |
| Park Avenue Securities LLC | 6,393 | $307.0K | 0.00% | +6,393 | New |
| Rothschild Investment LLC | 6,500 | $311.9K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,545 | $314.0K | 0.00% | +6,545 | New |
| Amalgamated Bank | 6,885 | $330.0K | 0.00% | −532−7.2% | Reduced |
| Vestcor Inc | 7,135 | $342.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 7,320 | $351.2K | 0.00% | −7,159−49.4% | Reduced |
| International Private Wealth Advisors LLC | 7,372 | $353.7K | 0.30% | +7,372 | New |
| Hilltop National Bank | 7,441 | $357.0K | 0.09% | +7,441 | New |
| Tradition Wealth Management, LLC | 7,590 | $364.2K | 0.03% | +325+4.5% | Added |
| Neuberger Berman Group LLC | 7,591 | $364.2K | 0.00% | −5,215−40.7% | Reduced |
| Prudential Financial Inc | 7,102 | $369.2K | 0.00% | +2,730+62.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,886 | $378.4K | 0.00% | +908+13.0% | Added |
| Peapack Gladstone Financial Corp | 7,901 | $379.0K | 0.01% | −1,800−18.6% | Reduced |
| Gsa Capital Partners LLP | 7,992 | $383.0K | 0.03% | +7,992 | New |
| BNP Paribas Arbitrage, SA | 8,039 | $385.7K | 0.00% | −366−4.4% | Reduced |
| Teza Capital Management LLC | 8,059 | $386.7K | 0.29% | +187+2.4% | Added |
| RSM US Wealth Management LLC | 8,096 | $388.4K | 0.01% | −347−4.1% | Reduced |
| North Star Investment Management Corp. | 8,125 | $389.8K | 0.03% | −13,886−63.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,152 | $391.1K | 0.00% | +2,680+49.0% | Added |
| Davenport & Co LLC | 8,275 | $397.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,701 | $417.5K | 0.00% | +8,701 | New |
| Wolverine Trading, LLC | 8,741 | $418.4K | 0.01% | −4,272−32.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $419.1K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 8,964 | $430.1K | 0.20% | −720−7.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,542 | $430.2K | 0.00% | +2,192+34.5% | Added |
| Strategic Wealth Partners, Ltd. | 9,097 | $436.5K | 0.03% | +9,097 | New |
| LifeWealth Investments, LLC | 9,498 | $455.7K | 0.08% | +9,498 | New |
| Ascent Group, LLC | 9,516 | $456.6K | 0.02% | −4,656−32.9% | Reduced |
| Keybank National Association | 9,600 | $460.6K | 0.00% | +694+7.8% | Added |
| SummitTX Capital, L.P. | 9,761 | $468.3K | 0.02% | +4,091+72.2% | Added |
| New York State Teachers Retirement System | 10,013 | $480.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,352 | $496.7K | 0.00% | +10,352 | New |
| Avantax Advisory Services, Inc. | 10,633 | $510.2K | 0.00% | −3,916−26.9% | Reduced |
| Amica Retiree Medical Trust | 10,922 | $524.0K | 0.76% | +3,356+44.4% | Added |
| Sciencast Management LP | 11,100 | $532.6K | 0.11% | +11,100 | New |
| Baird Financial Group, Inc. | 11,239 | $539.2K | 0.00% | −383−3.3% | Reduced |
| Bleakley Financial Group, LLC | 11,439 | $548.8K | 0.01% | +587+5.4% | Added |
| National Bank of Canada | 11,656 | $559.0K | 0.00% | +414+3.7% | Added |
| Future Fund LLC | 11,684 | $560.6K | 0.25% | +2,002+20.7% | Added |
| NewEdge Wealth, LLC | 11,052 | $566.7K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,826 | $567.4K | 0.02% | +5,600+89.9% | Added |
| Claro Advisors LLC | 11,899 | $570.9K | 0.09% | −56−0.5% | Reduced |
| Centennial Wealth Advisory LLC | 11,911 | $571.5K | 0.18% | +11,911 | New |
| Pictet Asset Management Holding SA | 12,462 | $597.9K | 0.00% | −1,028−7.6% | Reduced |
| Wellington Management Group LLP | 12,924 | $620.1K | 0.00% | +3,288+34.1% | Added |
| Gilman Hill Asset Management, LLC | 14,090 | $676.0K | 0.11% | +1,750+14.2% | Added |
| Creative Planning | 14,337 | $687.9K | 0.00% | +2,729+23.5% | Added |
| Manufacturers Life Insurance Company, The | 15,600 | $748.5K | 0.00% | −5,818−27.2% | Reduced |
| Frank, Rimerman Advisors LLC | 16,087 | $771.9K | 0.05% | +16,087 | New |
| Consolidated Planning Corp | 16,240 | $779.2K | 0.10% | +16,240 | New |
| Banque Pictet & Cie SA | 16,683 | $800.5K | 0.01% | −1,120−6.3% | Reduced |
| Calton & Associates, Inc. | 31,411 | $832.4K | 0.14% | +5,686+22.1% | Added |
| Dark Forest Capital Management LP | 18,375 | $881.6K | 0.04% | −15,980−46.5% | Reduced |
| Cetera Investment Advisers | 18,480 | $886.7K | 0.00% | −3,374−15.4% | Reduced |
| Handelsbanken Fonder AB | 18,500 | $888.0K | 0.00% | −5,200−21.9% | Reduced |
| KLP Kapitalforvaltning AS | 18,700 | $897.2K | 0.00% | +1,500+8.7% | Added |
| Greenwood Capital Associates LLC | 19,710 | $945.7K | 0.12% | +19,710 | New |
| Squarepoint Ops LLC | 20,407 | $979.1K | 0.00% | −33,753−62.3% | Reduced |
| Autumn Glory Partners, LLC | 21,071 | $1.01M | 0.47% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 22,195 | $1.06M | 0.13% | +1,288+6.2% | Added |
| Segall Bryant & Hamill, LLC | 22,200 | $1.07M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 22,726 | $1.09M | 0.00% | +3,168+16.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.10M | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 24,125 | $1.16M | 0.00% | +6,411+36.2% | Added |
| Martingale Asset Management L P | 24,304 | $1.17M | 0.03% | −4,499−15.6% | Reduced |
| Advent Capital Management | 25,000 | $1.20M | 0.03% | +25,000 | New |
| Oppenheimer & Co Inc | 25,124 | $1.21M | 0.02% | −2,477−9.0% | Reduced |
| Truist Financial Corp | 25,191 | $1.21M | 0.00% | +302+1.2% | Added |
| American Century Companies Inc | 26,097 | $1.25M | 0.00% | +16,322+167.0% | Added |
| Arizona State Retirement System | 26,236 | $1.26M | 0.01% | +285+1.1% | Added |
| Brinker Capital Investments, LLC | 26,242 | $1.26M | 0.01% | +2,867+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,611 | $1.28M | 0.00% | +3,102+13.2% | Added |
| Natixis Advisors, L.P. | 28,068 | $1.35M | 0.00% | +90+0.3% | Added |
| Hunter Perkins Capital Management, LLC | 28,525 | $1.37M | 0.32% | −5,035−15.0% | Reduced |
| Mackenzie Financial Corp | 29,826 | $1.43M | 0.00% | +5,889+24.6% | Added |
| Commonwealth Equity Services, LLC | 30,406 | $1.46M | 0.00% | −8,097−21.0% | Reduced |
| Brevan Howard Capital Management LP | 30,644 | $1.47M | 0.02% | +30,644 | New |
| Jain Global LLC | 33,902 | $1.63M | 0.03% | +33,902 | New |
| SG Americas Securities, LLC | 34,100 | $1.64M | 0.01% | +34,100 | New |
| LPL Financial LLC | 35,246 | $1.69M | 0.00% | −6,613−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 38,415 | $1.73M | 0.00% | +29,843+348.1% | Added |
| Public Employees Retirement System of Ohio | 36,048 | $1.73M | 0.01% | +93+0.3% | Added |
| Teacher Retirement System of Texas | 36,354 | $1.74M | 0.01% | −7,251−16.6% | Reduced |