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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 42,482 | $2.04M | 0.02% | +2,032+5.0% | Added |
| HighTower Advisors, LLC | 40,245 | $1.93M | 0.00% | +213+0.5% | Added |
| Teacher Retirement System of Texas | 36,354 | $1.74M | 0.01% | −7,251−16.6% | Reduced |
| Public Employees Retirement System of Ohio | 36,048 | $1.73M | 0.01% | +93+0.3% | Added |
| Advisor Group Holdings, Inc. | 38,415 | $1.73M | 0.00% | +29,843+348.1% | Added |
| LPL Financial LLC | 35,246 | $1.69M | 0.00% | −6,613−15.8% | Reduced |
| SG Americas Securities, LLC | 34,100 | $1.64M | 0.01% | +34,100 | New |
| Jain Global LLC | 33,902 | $1.63M | 0.03% | +33,902 | New |
| Brevan Howard Capital Management LP | 30,644 | $1.47M | 0.02% | +30,644 | New |
| Commonwealth Equity Services, LLC | 30,406 | $1.46M | 0.00% | −8,097−21.0% | Reduced |
| Mackenzie Financial Corp | 29,826 | $1.43M | 0.00% | +5,889+24.6% | Added |
| Hunter Perkins Capital Management, LLC | 28,525 | $1.37M | 0.32% | −5,035−15.0% | Reduced |
| Natixis Advisors, L.P. | 28,068 | $1.35M | 0.00% | +90+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,611 | $1.28M | 0.00% | +3,102+13.2% | Added |
| Brinker Capital Investments, LLC | 26,242 | $1.26M | 0.01% | +2,867+12.3% | Added |
| Arizona State Retirement System | 26,236 | $1.26M | 0.01% | +285+1.1% | Added |
| American Century Companies Inc | 26,097 | $1.25M | 0.00% | +16,322+167.0% | Added |
| Truist Financial Corp | 25,191 | $1.21M | 0.00% | +302+1.2% | Added |
| Oppenheimer & Co Inc | 25,124 | $1.21M | 0.02% | −2,477−9.0% | Reduced |
| Advent Capital Management | 25,000 | $1.20M | 0.03% | +25,000 | New |
| Martingale Asset Management L P | 24,304 | $1.17M | 0.03% | −4,499−15.6% | Reduced |
| Deutsche Bank AG | 24,125 | $1.16M | 0.00% | +6,411+36.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.10M | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 22,726 | $1.09M | 0.00% | +3,168+16.2% | Added |
| Segall Bryant & Hamill, LLC | 22,200 | $1.07M | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 22,195 | $1.06M | 0.13% | +1,288+6.2% | Added |
| Autumn Glory Partners, LLC | 21,071 | $1.01M | 0.47% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,407 | $979.1K | 0.00% | −33,753−62.3% | Reduced |
| Greenwood Capital Associates LLC | 19,710 | $945.7K | 0.12% | +19,710 | New |
| KLP Kapitalforvaltning AS | 18,700 | $897.2K | 0.00% | +1,500+8.7% | Added |
| Handelsbanken Fonder AB | 18,500 | $888.0K | 0.00% | −5,200−21.9% | Reduced |
| Cetera Investment Advisers | 18,480 | $886.7K | 0.00% | −3,374−15.4% | Reduced |
| Dark Forest Capital Management LP | 18,375 | $881.6K | 0.04% | −15,980−46.5% | Reduced |
| Calton & Associates, Inc. | 31,411 | $832.4K | 0.14% | +5,686+22.1% | Added |
| Banque Pictet & Cie SA | 16,683 | $800.5K | 0.01% | −1,120−6.3% | Reduced |
| Consolidated Planning Corp | 16,240 | $779.2K | 0.10% | +16,240 | New |
| Frank, Rimerman Advisors LLC | 16,087 | $771.9K | 0.05% | +16,087 | New |
| Manufacturers Life Insurance Company, The | 15,600 | $748.5K | 0.00% | −5,818−27.2% | Reduced |
| Creative Planning | 14,337 | $687.9K | 0.00% | +2,729+23.5% | Added |
| Gilman Hill Asset Management, LLC | 14,090 | $676.0K | 0.11% | +1,750+14.2% | Added |
| Wellington Management Group LLP | 12,924 | $620.1K | 0.00% | +3,288+34.1% | Added |
| Pictet Asset Management Holding SA | 12,462 | $597.9K | 0.00% | −1,028−7.6% | Reduced |
| Centennial Wealth Advisory LLC | 11,911 | $571.5K | 0.18% | +11,911 | New |
| Claro Advisors LLC | 11,899 | $570.9K | 0.09% | −56−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,826 | $567.4K | 0.02% | +5,600+89.9% | Added |
| NewEdge Wealth, LLC | 11,052 | $566.7K | 0.01% | 00.0% | Unchanged |
| Future Fund LLC | 11,684 | $560.6K | 0.25% | +2,002+20.7% | Added |
| National Bank of Canada | 11,656 | $559.0K | 0.00% | +414+3.7% | Added |
| Bleakley Financial Group, LLC | 11,439 | $548.8K | 0.01% | +587+5.4% | Added |
| Baird Financial Group, Inc. | 11,239 | $539.2K | 0.00% | −383−3.3% | Reduced |
| Sciencast Management LP | 11,100 | $532.6K | 0.11% | +11,100 | New |
| Amica Retiree Medical Trust | 10,922 | $524.0K | 0.76% | +3,356+44.4% | Added |
| Avantax Advisory Services, Inc. | 10,633 | $510.2K | 0.00% | −3,916−26.9% | Reduced |
| Captrust Financial Advisors | 10,352 | $496.7K | 0.00% | +10,352 | New |
| New York State Teachers Retirement System | 10,013 | $480.0K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 9,761 | $468.3K | 0.02% | +4,091+72.2% | Added |
| Keybank National Association | 9,600 | $460.6K | 0.00% | +694+7.8% | Added |
| Ascent Group, LLC | 9,516 | $456.6K | 0.02% | −4,656−32.9% | Reduced |
| LifeWealth Investments, LLC | 9,498 | $455.7K | 0.08% | +9,498 | New |
| Strategic Wealth Partners, Ltd. | 9,097 | $436.5K | 0.03% | +9,097 | New |
| Wealth Enhancement Advisory Services, LLC | 8,542 | $430.2K | 0.00% | +2,192+34.5% | Added |
| O'Rourke & Company, Inc | 8,964 | $430.1K | 0.20% | −720−7.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,734 | $419.1K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,741 | $418.4K | 0.01% | −4,272−32.8% | Reduced |
| Pathstone Holdings, LLC | 8,701 | $417.5K | 0.00% | +8,701 | New |
| Davenport & Co LLC | 8,275 | $397.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,152 | $391.1K | 0.00% | +2,680+49.0% | Added |
| North Star Investment Management Corp. | 8,125 | $389.8K | 0.03% | −13,886−63.1% | Reduced |
| RSM US Wealth Management LLC | 8,096 | $388.4K | 0.01% | −347−4.1% | Reduced |
| Teza Capital Management LLC | 8,059 | $386.7K | 0.29% | +187+2.4% | Added |
| BNP Paribas Arbitrage, SA | 8,039 | $385.7K | 0.00% | −366−4.4% | Reduced |
| Gsa Capital Partners LLP | 7,992 | $383.0K | 0.03% | +7,992 | New |
| Peapack Gladstone Financial Corp | 7,901 | $379.0K | 0.01% | −1,800−18.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,886 | $378.4K | 0.00% | +908+13.0% | Added |
| Prudential Financial Inc | 7,102 | $369.2K | 0.00% | +2,730+62.4% | Added |
| Neuberger Berman Group LLC | 7,591 | $364.2K | 0.00% | −5,215−40.7% | Reduced |
| Tradition Wealth Management, LLC | 7,590 | $364.2K | 0.03% | +325+4.5% | Added |
| Hilltop National Bank | 7,441 | $357.0K | 0.09% | +7,441 | New |
| International Private Wealth Advisors LLC | 7,372 | $353.7K | 0.30% | +7,372 | New |
| Xponance, Inc. | 7,320 | $351.2K | 0.00% | −7,159−49.4% | Reduced |
| Vestcor Inc | 7,135 | $342.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 6,885 | $330.0K | 0.00% | −532−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,545 | $314.0K | 0.00% | +6,545 | New |
| Rothschild Investment LLC | 6,500 | $311.9K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,393 | $307.0K | 0.00% | +6,393 | New |
| Prosperity Consulting Group, LLC | 6,249 | $299.8K | 0.02% | +1,241+24.8% | Added |
| Everhart Financial Group, Inc. | 6,052 | $290.4K | 0.03% | −3,324−35.5% | Reduced |
| Sterling Capital Management LLC | 5,933 | $284.7K | 0.00% | +5,198+707.2% | Added |
| Ilex Capital Partners (UK) LLP | 5,847 | $280.5K | 0.01% | +5,847 | New |
| Utah Retirement Systems | 5,811 | $278.8K | 0.00% | −189−3.2% | Reduced |
| Maryland State Retirement & Pension System | 5,115 | $245.4K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,045 | $242.1K | 0.00% | +637+14.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,952 | $238.0K | 0.00% | −137−2.7% | Reduced |
| Paradigm Financial Partners, LLC | 4,640 | $222.6K | 0.02% | +4,640 | New |
| Absolute Gestao de Investimentos Ltda. | 4,594 | $220.4K | 0.07% | +4,594 | New |
| Beverly Hills Private Wealth, LLC | 4,571 | $219.3K | 0.04% | −221−4.6% | Reduced |
| King Wealth | 4,500 | $216.0K | 0.03% | +4,500 | New |
| Lazard Freres Gestion S.A.S. | 0 | $215.0K | 0.00% | 0 | New |
| Sequoia Financial Advisors, LLC | 4,405 | $211.4K | 0.00% | +4,405 | New |
| Assetmark, Inc | 4,389 | $210.6K | 0.00% | −90−2.0% | Reduced |