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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 4,319 | $207.2K | 0.00% | +4,319 | New |
| SageView Advisory Group, LLC | 3,711 | $201.6K | 0.01% | +3,711 | New |
| Quest Partners LLC | 4,065 | $195.0K | 0.02% | +3,027+291.6% | Added |
| Jones Financial Companies LLLP | 3,664 | $175.4K | 0.00% | −200−5.2% | Reduced |
| Kestra Investment Management, LLC | 3,660 | $172.3K | 0.00% | +2,962+424.4% | Added |
| Broadwater Capital Management LLC | 148,738 | $148.7K | 0.12% | +145,638+4,698.0% | Added |
| HM Payson & Co | 3,076 | $147.6K | 0.00% | +1,019+49.5% | Added |
| The PNC Financial Services Group, Inc. | 3,057 | $146.7K | 0.00% | +798+35.3% | Added |
| Delta Asset Management LLC | 3,000 | $143.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,989 | $143.0K | 0.00% | −1,694−36.2% | Reduced |
| Comerica Bank | 2,451 | $117.6K | 0.00% | −9,016−78.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,924 | $93.8K | 0.00% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 1,943 | $93.2K | 0.00% | +451+30.2% | Added |
| Parallel Advisors, LLC | 1,771 | $85.0K | 0.00% | +1,117+170.8% | Added |
| Geneos Wealth Management Inc. | 1,670 | $80.1K | 0.00% | −337−16.8% | Reduced |
| Covestor Ltd | 1,671 | $80.0K | 0.05% | +930+125.5% | Added |
| Ci Investments Inc. | 1,627 | $78.0K | 0.00% | −574−26.1% | Reduced |
| Principal Securities, Inc. | 1,531 | $73.5K | 0.00% | −38−2.4% | Reduced |
| Quantbot Technologies LP | 1,434 | $68.8K | 0.00% | −41,406−96.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,420 | $68.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 419 | $66.6K | 0.00% | −364−46.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,265 | $60.7K | 0.00% | +36+2.9% | Added |
| Farther Finance Advisors, LLC | 1,169 | $56.1K | 0.00% | −75−6.0% | Reduced |
| Spire Wealth Management | 1,123 | $53.9K | 0.00% | −164−12.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,088 | $52.2K | 0.01% | +1,088 | New |
| Roxbury Financial LLC | 1,034 | $49.6K | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,023 | $49.0K | 0.00% | +1,023 | New |
| GAMMA Investing LLC | 918 | $44.0K | 0.00% | +334+57.2% | Added |
| Berbice Capital Management LLC | 900 | $43.2K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 875 | $42.7K | 0.03% | +75+9.4% | Added |
| SRS Capital Advisors, Inc. | 844 | $40.5K | 0.00% | −16−1.9% | Reduced |
| Hopwood Financial Services, Inc. | 800 | $38.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 799 | $38.3K | 0.00% | +799 | New |
| GWM Advisors LLC | 796 | $38.2K | 0.00% | −190−19.3% | Reduced |
| US Bancorp | 715 | $34.3K | 0.00% | −686−49.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 589 | $28.3K | 0.00% | +589 | New |
| MAI Capital Management | 516 | $24.8K | 0.00% | +11+2.2% | Added |
| TD Capital Management LLC | 505 | $24.3K | 0.00% | +505 | New |
| Brown Brothers Harriman & Co | 500 | $24.0K | 0.00% | +500 | New |
| Signaturefd, LLC | 467 | $22.4K | 0.00% | +194+71.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $22.0K | 0.00% | +458 | New |
| Danske Bank A/S | 437 | $21.0K | 0.00% | −37,450−98.8% | Reduced |
| MCF Advisors LLC | 430 | $20.7K | 0.00% | −383−47.1% | Reduced |
| Whittier Trust Co | 424 | $20.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $19.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $19.2K | 0.00% | +400 | New |
| Manchester Capital Management LLC | 366 | $17.6K | 0.00% | +366 | New |
| Fifth Third Bancorp | 350 | $16.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 349 | $16.7K | 0.00% | +161+85.6% | Added |
| Boyd Watterson Asset Management LLC | 317 | $15.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 292 | $14.0K | 0.00% | +1+0.3% | Added |
| Allworth Financial LP | 292 | $14.0K | 0.00% | +113+63.1% | Added |
| EverSource Wealth Advisors, LLC | 240 | $11.5K | 0.00% | −24−9.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 224 | $10.7K | 0.00% | +224 | New |
| Group One Trading, L.P. | 205 | $9.84K | 0.00% | −2,759−93.1% | Reduced |
| Legacy Wealth Managment, LLC | 195 | $9.36K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 195 | $9.36K | 0.00% | +195 | New |
| JFS Wealth Advisors, LLC | 167 | $8.01K | 0.00% | −17−9.2% | Reduced |
| Arlington Trust Co LLC | 150 | $7.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $5.76K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $5.52K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $4.80K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $4.80K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 84 | $4.03K | 0.00% | −65−43.6% | Reduced |
| City State Bank | 75 | $3.60K | 0.00% | −25−25.0% | Reduced |
| Wealth Preservation Advisors, LLC | 69 | $3.31K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $3.30K | 0.00% | −20−22.5% | Reduced |
| Huntington National Bank | 61 | $2.93K | 0.00% | +60+6,000.0% | Added |
| First Horizon Advisors, Inc. | 59 | $2.83K | 0.00% | −18−23.4% | Reduced |
| Logan Capital Management Inc | 57 | $2.72K | 0.00% | +1+1.8% | Added |
| Versant Capital Management, Inc | 56 | $2.69K | 0.00% | +56 | New |
| Curat Global, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.16K | 0.00% | +45 | New |
| Evergreen Private Wealth LLC | 42 | $2.02K | 0.00% | +42 | New |
| Hemington Wealth Management | 54 | $2.00K | 0.00% | +9+20.0% | Added |
| Rossby Financial, LCC | 35 | $1.68K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 34 | $1.63K | 0.00% | −33−49.3% | Reduced |
| Globeflex Capital L P | 33 | $1.58K | 0.00% | +33 | New |
| Principia Wealth Advisory, LLC | 31 | $1.49K | 0.00% | +24+342.9% | Added |
| Ronald Blue Trust, Inc. | 28 | $1.34K | 0.00% | +28 | New |
| Essential Partners LLC | 26 | $1.25K | 0.00% | +26 | New |
| Larson Financial Group LLC | 23 | $1.10K | 0.00% | +12+109.1% | Added |
| Massmutual Trust Co FSB | 22 | $1.06K | 0.00% | +22 | New |
| Millstone Evans Group, LLC | 15 | $720 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $720 | 0.00% | −5−25.0% | Reduced |
| 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 |
| Cromwell Holdings LLC | 10 | $480 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $336 | 0.00% | +1+16.7% | Added |
| Quaker Wealth Management, LLC | 6 | $288 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $192 | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 3 | $144 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 3 | $144 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |