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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 40,245 | $1.93M | 0.00% | +213+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 42,482 | $2.04M | 0.02% | +2,032+5.0% | Added |
| State of New Jersey Common Pension Fund D | 43,649 | $2.09M | 0.01% | +4,362+11.1% | Added |
| AMG National Trust Bank | 43,947 | $2.11M | 0.06% | +43,947 | New |
| Bryn Mawr Trust Co | 46,085 | $2.21M | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 46,592 | $2.24M | 0.40% | +517+1.1% | Added |
| Argent Trust Co | 46,716 | $2.24M | 0.08% | +1,192+2.6% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.34M | 0.61% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 51,357 | $2.46M | 0.01% | +1,278+2.6% | Added |
| Jackson Hole Capital Partners, LLC | 52,343 | $2.51M | 0.46% | +16,114+44.5% | Added |
| Lesa Sroufe & Co | 52,619 | $2.52M | 2.32% | +1,567+3.1% | Added |
| Moran Wealth Management, LLC | 54,000 | $2.59M | 0.08% | +54,000 | New |
| Weiss Asset Management LP | 55,430 | $2.66M | 0.04% | +55,430 | New |
| M&T Bank Corp | 55,453 | $2.66M | 0.01% | −598−1.1% | Reduced |
| STRS Ohio | 55,628 | $2.67M | 0.01% | −22,457−28.8% | Reduced |
| Raymond James Financial Inc | 55,709 | $2.67M | 0.00% | −28,606−33.9% | Reduced |
| Barclays PLC | 55,929 | $2.68M | 0.00% | +18,691+50.2% | Added |
| First National Trust Co | 57,194 | $2.74M | 0.10% | +21,988+62.5% | Added |
| Janney Montgomery Scott LLC | 57,212 | $2.75M | 0.01% | +117+0.2% | Added |
| Callahan Advisors, LLC | 58,960 | $2.83M | 0.25% | +1,159+2.0% | Added |
| Illinois Municipal Retirement Fund | 63,652 | $3.05M | 0.04% | +49,507+350.0% | Added |
| AQR Capital Management LLC | 63,782 | $3.06M | 0.00% | +51,219+407.7% | Added |
| SEI Investments Co | 63,837 | $3.06M | 0.00% | −21,250−25.0% | Reduced |
| Millennium Management LLC | 65,376 | $3.14M | 0.00% | +65,376 | New |
| Icon Advisers Inc | 65,600 | $3.15M | 0.72% | 00.0% | Unchanged |
| Wells Fargo & Company | 67,995 | $3.26M | 0.00% | +77+0.1% | Added |
| Capital Fund Management S.A. | 75,198 | $3.61M | 0.04% | +35,962+91.7% | Added |
| TD Private Client Wealth LLC | 77,839 | $3.73M | 0.09% | +5,933+8.3% | Added |
| California State Teachers Retirement System | 84,620 | $4.06M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 100,397 | $4.82M | 0.00% | +3,196+3.3% | Added |
| Colony Group, LLC | 101,211 | $4.86M | 0.01% | −2,567−2.5% | Reduced |
| Freemont Management S.A. | 102,800 | $4.93M | 0.81% | +24,100+30.6% | Added |
| State of Wisconsin Investment Board | 106,616 | $5.12M | 0.01% | −6,198−5.5% | Reduced |
| Rhumbline Advisers | 106,725 | $5.12M | 0.00% | −20,888−16.4% | Reduced |
| Russell Investments Group, Ltd. | 115,962 | $5.56M | 0.01% | +24,929+27.4% | Added |
| State Board of Administration of Florida Retirement System | 117,930 | $5.66M | 0.01% | +1,320+1.1% | Added |
| Two Sigma Investments, LP | 119,332 | $5.73M | 0.01% | −258,964−68.5% | Reduced |
| Amica Mutual Insurance Co | 120,707 | $5.79M | 0.56% | +39,263+48.2% | Added |
| Stifel Financial Corp | 123,688 | $5.93M | 0.01% | +28,180+29.5% | Added |
| JPMorgan Chase & Co | 129,894 | $6.23M | 0.00% | −24,548−15.9% | Reduced |
| ExodusPoint Capital Management, LP | 134,299 | $6.44M | 0.08% | +134,299 | New |
| Jane Street Group, LLC | 136,015 | $6.53M | 0.01% | +29,425+27.6% | Added |
| Citadel Advisors LLC | 136,447 | $6.55M | 0.01% | +131,463+2,637.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 160,750 | $7.71M | 0.13% | +26,800+20.0% | Added |
| Cambiar Investors LLC | 162,513 | $7.80M | 0.33% | +162,513 | New |
| State of Alaska, Department of Revenue | 166,415 | $7.98M | 0.09% | 00.0% | Unchanged |
| Swiss National Bank | 171,700 | $8.24M | 0.00% | −3,500−2.0% | Reduced |
| TD Asset Management Inc | 182,132 | $8.74M | 0.01% | +1,006+0.6% | Added |
| Crestwood Advisors Group LLC | 183,624 | $8.81M | 0.16% | +2,465+1.4% | Added |
| Macquarie Group Ltd | 188,524 | $9.05M | 0.01% | +62,625+49.7% | Added |
| Nuveen, LLC | 192,817 | $9.25M | 0.00% | −61,178−24.1% | Reduced |
| Basswood Capital Management, L.L.C. | 195,076 | $9.36M | 0.47% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 201,384 | $9.66M | 0.00% | +162,971+424.3% | Added |
| California Public Employees Retirement System | 205,802 | $9.87M | 0.01% | +2,686+1.3% | Added |
| Swedbank AB | 207,000 | $9.93M | 0.01% | +207,000 | New |
| New York State Common Retirement Fund | 210,458 | $10.1M | 0.01% | −59,358−22.0% | Reduced |
| Bokf, NA | 212,282 | $10.2M | 0.16% | +148,809+234.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 218,412 | $10.5M | 0.23% | +218,412 | New |
| O'Keefe Stevens Advisory, Inc. | 218,890 | $10.5M | 2.95% | +3,831+1.8% | Added |
| Penn Capital Management Co Inc | 231,724 | $11.1M | 0.96% | −104,023−31.0% | Reduced |
| MetLife Investment Management | 288,554 | $13.8M | 0.08% | +282,129+4,391.1% | Added |
| UBS Group AG | 289,215 | $13.9M | 0.00% | +49,251+20.5% | Added |
| Envestnet Asset Management Inc | 302,439 | $14.5M | 0.00% | +14,865+5.2% | Added |
| Two Sigma Advisers, LP | 304,700 | $14.6M | 0.03% | −536,100−63.8% | Reduced |
| Susquehanna International Group, LLP | 304,968 | $14.6M | 0.02% | +72,269+31.1% | Added |
| GW Henssler & Associates Ltd | 307,869 | $14.8M | 0.79% | +307,869 | New |
| First Trust Advisors LP | 310,439 | $14.9M | 0.01% | −418,156−57.4% | Reduced |
| AE Wealth Management LLC | 338,550 | $16.2M | 0.12% | +338,550 | New |
| Citigroup Inc | 367,851 | $17.6M | 0.01% | +8,881+2.5% | Added |
| Crawford Investment Counsel Inc | 373,731 | $17.9M | 0.31% | +8,697+2.4% | Added |
| UBS Asset Management Americas Inc | 454,289 | $21.8M | 0.00% | +216,001+90.6% | Added |
| Bank of America Corp | 488,657 | $23.4M | 0.00% | −19,851−3.9% | Reduced |
| Ranger Investment Management, L.P. | 505,385 | $24.2M | 1.69% | +153,150+43.5% | Added |
| No Street GP LP | 550,000 | $26.4M | 1.97% | −100,000−15.4% | Reduced |
| FIL Ltd | 553,643 | $26.6M | 0.02% | +169,930+44.3% | Added |
| Federated Hermes, Inc. | 584,912 | $28.1M | 0.05% | −61,970−9.6% | Reduced |
| Northern Trust Corp | 623,372 | $29.9M | 0.00% | −88,621−12.4% | Reduced |
| Bank of New York Mellon Corp | 643,959 | $30.9M | 0.01% | −32,134−4.8% | Reduced |
| Balyasny Asset Management LLC | 714,977 | $34.3M | 0.08% | +714,977 | New |
| Goldman Sachs Group Inc | 840,129 | $40.3M | 0.01% | +80,262+10.6% | Added |
| Royce & Associates LP | 910,174 | $43.7M | 0.45% | +62,372+7.4% | Added |
| Royal Bank of Canada | 936,308 | $44.9M | 0.01% | −142,969−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,033,578 | $49.6M | 0.01% | +18,329+1.8% | Added |
| Voya Investment Management LLC | 1,042,557 | $50.0M | 0.05% | −174,929−14.4% | Reduced |
| Invesco Ltd. | 1,209,569 | $58.0M | 0.01% | −73,710−5.7% | Reduced |
| Janus Henderson Group PLC | 1,356,602 | $65.1M | 0.03% | −122,752−8.3% | Reduced |
| Norges Bank | 1,386,969 | $66.5M | 0.01% | +9,958+0.7% | Added |
| Dimensional Fund Advisors LP | 1,518,519 | $72.9M | 0.02% | +196,373+14.9% | Added |
| Morgan Stanley | 1,640,033 | $78.7M | 0.01% | −542,397−24.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,643,191 | $78.8M | 0.41% | −4,823−0.3% | Reduced |
| Ameriprise Financial Inc | 1,692,085 | $81.2M | 0.02% | +1,142+0.1% | Added |
| Fisher Asset Management, LLC | 1,701,913 | $81.7M | 0.03% | −122,759−6.7% | Reduced |
| Principal Financial Group Inc | 1,778,378 | $85.3M | 0.05% | −5,879−0.3% | Reduced |
| Victory Capital Management Inc | 1,914,491 | $91.9M | 0.06% | +270,168+16.4% | Added |
| State Street Corp | 2,108,229 | $101.2M | 0.00% | +180,244+9.3% | Added |
| Capital Research Global Investors | 2,366,311 | $113.5M | 0.02% | −1,421,986−37.5% | Reduced |
| Geode Capital Management, LLC | 2,385,795 | $114.5M | 0.01% | −42,884−1.8% | Reduced |
| Ariel Investments, LLC | 5,753,997 | $276.1M | 3.13% | +134,717+2.4% | Added |
| Price T Rowe Associates Inc | 6,923,540 | $332.2M | 0.04% | +824,361+13.5% | Added |
| BlackRock, Inc. | 7,661,478 | $367.6M | 0.01% | −734,004−8.7% | Reduced |