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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Lazard, Inc. as of Sep 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
341
+44 vs. Q2 2025
Shares held
83.6M
−1.57M (−1.8%) vs. Q2 2025
Total value
$4.41B
+$332.5M (+8.2%) vs. Q2 2025
New holders
75
106 more added
Sold out
31
104 more reduced

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 341 institutions
Q1 2021: 262 institutionsQ2 2021: 261 institutionsQ3 2021: 241 institutionsQ4 2021: 251 institutionsQ1 2022: 234 institutionsQ2 2022: 215 institutionsQ3 2022: 216 institutionsQ4 2022: 210 institutionsQ1 2023: 210 institutionsQ2 2023: 198 institutionsQ3 2023: 195 institutionsQ4 2023: 165 institutionsQ1 2024: 228 institutionsQ2 2024: 257 institutionsQ3 2024: 274 institutionsQ4 2024: 294 institutionsQ1 2025: 286 institutionsQ2 2025: 302 institutionsQ3 2025: 341 institutionsQ4 2025: 336 institutionsQ1 2026: 337 institutionsQ2 2026: 345 institutions
Value heldQ3 2025: $4.41B
Q1 2021: $3.63BQ2 2021: $3.66BQ3 2021: $3.68BQ4 2021: $3.44BQ1 2022: $2.65BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.25BQ1 2023: $2.11BQ2 2023: $2.12BQ3 2023: $1.97BQ4 2023: $2.17BQ1 2024: $2.96BQ2 2024: $2.94BQ3 2024: $4.00BQ4 2024: $4.17BQ1 2025: $3.80BQ2 2025: $4.15BQ3 2025: $4.41BQ4 2025: $4.31BQ1 2026: $3.91BQ2 2026: $4.26B
Institutions holding LAZ and their total value by quarter
QuarterHoldersValue
Q2 2026345$4.26B
Q1 2026337$3.91B
Q4 2025336$4.31B
Q3 2025341$4.41B
Q2 2025302$4.15B
Q1 2025286$3.80B
Q4 2024294$4.17B
Q3 2024274$4.00B
Q2 2024257$2.94B
Q1 2024228$2.96B
Q4 2023165$2.17B
Q3 2023195$1.97B
Q2 2023198$2.12B
Q1 2023210$2.11B
Q4 2022210$2.25B
Q3 2022216$2.31B
Q2 2022215$2.44B
Q1 2022234$2.65B
Q4 2021251$3.44B
Q3 2021241$3.68B
Q2 2021261$3.66B
Q1 2021262$3.63B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2025.

Institutions holding LAZ in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC15$00.00%+15New
Transamerica Financial Advisors, Inc.1$530.00%+1New
Tortoise Investment Management, LLC1$530.00%+1New
Smartleaf Asset Management LLC2$1060.00%−67−97.1%Reduced
Grey Fox Wealth Advisors, LLC4$2110.00%+4New
Bay Harbor Wealth Management, LLC5$2630.00%+2+66.7%Added
American Capital Advisory, LLC5$2640.00%00.0%Unchanged
Quaker Wealth Management, LLC6$3170.00%00.0%Unchanged
HFM Investment Advisors, LLC6$3170.00%+2+50.0%Added
SJS Investment Consulting Inc.6$3170.00%+3+100.0%Added
Binnacle Investments Inc6$3170.00%+6New
Rialto Wealth Management, LLC7$3700.00%+4+133.3%Added
Cromwell Holdings LLC10$5280.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$6290.00%+4+57.1%Added
Versant Capital Management, Inc12$6330.00%−44−78.6%Reduced
AdvisorNet Financial, Inc12$6330.00%00.0%Unchanged
True Wealth Design, LLC12$6340.00%00.0%Unchanged
UMA Financial Services, Inc.14$7390.00%+14New
Millstone Evans Group, LLC15$7920.00%00.0%Unchanged
Hantz Financial Services, Inc.10$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$1.16K0.00%00.0%Unchanged
Larson Financial Group LLC23$1.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC24$1.27K0.00%+12+100.0%Added
Ronald Blue Trust, Inc.28$1.48K0.00%00.0%Unchanged
Umb Bank N A31$1.64K0.00%+31New
Nisa Investment Advisors, LLC32$1.69K0.00%+32New
Principia Wealth Advisory, LLC33$1.74K0.00%+2+6.5%Added
Essential Partners LLC33$1.74K0.00%+7+26.9%Added
Rossby Financial, LCC35$1.80K0.00%00.0%Unchanged
Evergreen Private Wealth LLC42$2.22K0.00%00.0%Unchanged
WPG Advisers, LLC43$2.27K0.00%+43New
Quent Capital, LLC45$2.38K0.00%+45New
Parkside Financial Bank & Trust46$2.43K0.00%+1+2.2%Added
Curat Global, LLC50$2.64K0.00%00.0%Unchanged
Hemington Wealth Management72$3.00K0.00%+18+33.3%Added
Logan Capital Management Inc57$3.02K0.00%00.0%Unchanged
Huntington National Bank61$3.22K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC69$3.64K0.00%00.0%Unchanged
City State Bank75$3.96K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC75$3.96K0.00%+75New
Atlantic Trust, LLC84$4.43K0.00%00.0%Unchanged
FIL Ltd99$5.22K0.00%−553,544−100.0%Reduced
GoalVest Advisory LLC100$5.28K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC115$6.07K0.00%00.0%Unchanged
Salomon & Ludwin, LLC143$7.41K0.00%+143New
Arlington Trust Co LLC150$7.92K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC150$7.92K0.00%+150New
Boreal Capital Management LLC154$8.13K0.01%+154New
Annis Gardner Whiting Capital Advisors, LLC157$8.29K0.00%+157New
Advisory Services Network, LLC164$8.64K0.00%+164New
Harbour Investments, Inc.167$8.81K0.00%−125−42.8%Reduced
Wealthspire Advisors, LLC168$8.87K0.00%+168New
JFS Wealth Advisors, LLC181$9.55K0.00%+14+8.4%Added
Legacy Wealth Managment, LLC195$10.3K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp200$10.6K0.00%+200New
Root Financial Partners, LLC217$11.5K0.00%+217New
EverSource Wealth Advisors, LLC221$11.7K0.00%−19−7.9%Reduced
Harbor Investment Advisory, LLC250$13.2K0.00%+250New
Quadrant Capital Group LLC255$13.5K0.00%+255New
Flagship Wealth Advisors, LLC277$14.6K0.00%+277New
United Community Bank295$15.6K0.00%+295New
Point72 Europe (London) LLP296$15.6K0.00%+296New
Danske Bank A/S300$15.8K0.00%−137−31.4%Reduced
Boyd Watterson Asset Management LLC317$16.7K0.00%00.0%Unchanged
Allworth Financial LP338$17.8K0.00%+46+15.8%Added
Sound Income Strategies, LLC370$18.2K0.00%+370New
Manchester Capital Management LLC366$19.3K0.00%00.0%Unchanged
Global Retirement Partners, LLC382$20.2K0.00%−207−35.1%Reduced
Central Trust Co400$21.1K0.00%00.0%Unchanged
Ancora Advisors, LLC400$21.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC410$21.6K0.00%00.0%Unchanged
Whittier Trust Co424$22.0K0.00%00.0%Unchanged
MAI Capital Management430$22.7K0.00%−86−16.7%Reduced
MCF Advisors LLC430$22.7K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC434$22.9K0.00%+400+1,176.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.458$24.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co500$26.4K0.00%00.0%Unchanged
TD Capital Management LLC510$26.9K0.00%+5+1.0%Added
Signaturefd, LLC518$27.3K0.00%+51+10.9%Added
BI Asset Management Fondsmaeglerselskab A/S632$33.0K0.00%00.0%Unchanged
Costello Asset Management, INC700$36.9K0.01%+700New
Covestor Ltd779$41.0K0.02%−892−53.4%Reduced
Hopwood Financial Services, Inc.800$42.2K0.03%00.0%Unchanged
GWM Advisors LLC803$42.4K0.00%+7+0.9%Added
State of Wyoming810$42.8K0.00%+11+1.4%Added
Richardson Financial Services Inc.815$43.0K0.03%−60−6.9%Reduced
HM Payson & Co822$43.4K0.00%−2,254−73.3%Reduced
IFP Advisors, Inc823$43.4K0.00%+404+96.4%Added
Ci Investments Inc.834$44.0K0.00%−793−48.7%Reduced
Berbice Capital Management LLC900$47.5K0.03%00.0%Unchanged
Geneos Wealth Management Inc.917$48.4K0.00%−753−45.1%Reduced
Bessemer Group Inc947$50.0K0.00%+947New
GAMMA Investing LLC1,003$52.9K0.00%+85+9.3%Added
Roxbury Financial LLC1,034$54.6K0.05%00.0%Unchanged
Acadian Asset Management LLC1,063$56.0K0.00%+1,063New
Farther Finance Advisors, LLC1,091$57.6K0.00%−78−6.7%Reduced
Tower Research Capital LLC (TRC)1,122$59.2K0.00%−821−42.3%Reduced
SRS Capital Advisors, Inc.1,234$65.1K0.00%+390+46.2%Added
Spire Wealth Management1,293$68.2K0.00%+170+15.1%Added
Nomura Asset Management Co Ltd1,420$74.9K0.00%00.0%Unchanged