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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,435 | $75.7K | 0.00% | +170+13.4% | Added |
| Westfuller Advisors, LLC | 1,581 | $83.4K | 0.04% | +1,581 | New |
| US Bancorp | 1,588 | $83.8K | 0.00% | +873+122.1% | Added |
| Principal Securities, Inc. | 1,682 | $88.8K | 0.00% | +151+9.9% | Added |
| Parallel Advisors, LLC | 1,830 | $96.6K | 0.00% | +59+3.3% | Added |
| TD Waterhouse Canada Inc. | 1,941 | $100.0K | 0.00% | +17+0.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,107 | $111.2K | 0.02% | +2,107 | New |
| Comerica Bank | 2,289 | $120.8K | 0.00% | −162−6.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,729 | $144.0K | 0.07% | +1,641+150.8% | Added |
| KBC Group NV | 2,989 | $158.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $158.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,100 | $163.6K | 0.12% | −145,638−97.9% | Reduced |
| Abich Financial Wealth Management LLC | 3,162 | $166.9K | 0.06% | +3,162 | New |
| Point72 (DIFC) Ltd | 3,335 | $176.0K | 0.01% | +3,335 | New |
| The PNC Financial Services Group, Inc. | 3,652 | $192.8K | 0.00% | +595+19.5% | Added |
| Quest Partners LLC | 3,895 | $205.6K | 0.01% | −170−4.2% | Reduced |
| Uhlmann Price Securities, LLC | 3,900 | $205.8K | 0.13% | +3,900 | New |
| one8zero8, LLC | 3,900 | $205.8K | 0.04% | +3,900 | New |
| Evergreen Capital Management LLC | 3,921 | $207.0K | 0.00% | +3,921 | New |
| Gamco Investors, Inc. Et Al | 4,000 | $211.1K | 0.00% | +4,000 | New |
| Empowered Funds, LLC | 4,083 | $215.5K | 0.00% | +4,083 | New |
| Paradigm Financial Partners, LLC | 4,090 | $215.9K | 0.02% | −550−11.9% | Reduced |
| Private Advisor Group, LLC | 4,280 | $225.9K | 0.00% | +4,280 | New |
| Swiss Life Asset Management Ltd | 4,416 | $233.1K | 0.00% | +4,416 | New |
| Lazard Freres Gestion S.A.S. | 4,500 | $237.0K | 0.00% | +4,500 | Added |
| King Wealth | 4,500 | $238.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 4,539 | $239.6K | 0.00% | +150+3.4% | Added |
| Maryland State Retirement & Pension System | 4,587 | $242.1K | 0.01% | −528−10.3% | Reduced |
| Sterling Capital Management LLC | 4,612 | $243.4K | 0.00% | −1,321−22.3% | Reduced |
| Rockefeller Capital Management L.P. | 4,756 | $251.0K | 0.00% | +4,756 | New |
| Jones Financial Companies LLLP | 4,680 | $252.5K | 0.00% | +1,016+27.7% | Added |
| Advisors Asset Management, Inc. | 4,816 | $254.2K | 0.00% | −229−4.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,839 | $256.1K | 0.02% | −4,258−46.8% | Reduced |
| Utah Retirement Systems | 4,911 | $259.2K | 0.00% | −900−15.5% | Reduced |
| Group One Trading, L.P. | 5,101 | $269.2K | 0.01% | +4,896+2,388.3% | Added |
| SummitTX Capital, L.P. | 5,220 | $275.5K | 0.01% | −4,541−46.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,333 | $281.5K | 0.05% | +762+16.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,338 | $282.0K | 0.00% | +386+7.8% | Added |
| Rothschild Investment LLC | 5,500 | $290.3K | 0.02% | −1,000−15.4% | Reduced |
| Park Avenue Securities LLC | 5,533 | $292.0K | 0.00% | −860−13.5% | Reduced |
| Leuthold Group, LLC | 5,594 | $295.3K | 0.03% | +5,594 | New |
| Parallax Volatility Advisers, L.P. | 5,791 | $305.6K | 0.01% | +5,791 | New |
| Infrastructure Capital Advisors, LLC | 6,397 | $309.0K | 0.04% | +6,397 | New |
| Amalgamated Bank | 5,992 | $316.0K | 0.00% | −893−13.0% | Reduced |
| Everhart Financial Group, Inc. | 6,002 | $316.8K | 0.03% | −50−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 6,101 | $322.0K | 0.00% | −1,800−22.8% | Reduced |
| Xponance, Inc. | 6,222 | $328.4K | 0.00% | −1,098−15.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,280 | $331.5K | 0.02% | +31+0.5% | Added |
| Bayesian Capital Management, LP | 6,366 | $336.0K | 0.07% | +6,366 | New |
| International Private Wealth Advisors LLC | 6,381 | $336.8K | 0.21% | −991−13.4% | Reduced |
| Prudential Financial Inc | 6,462 | $341.1K | 0.00% | −640−9.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,929 | $365.7K | 0.00% | +2,524+57.3% | Added |
| Vestcor Inc | 7,135 | $377.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 7,441 | $392.7K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,471 | $394.3K | 0.00% | −415−5.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,484 | $395.0K | 0.00% | +7,484 | New |
| Weiss Asset Management LP | 7,556 | $398.8K | 0.01% | −47,874−86.4% | Reduced |
| O'Rourke & Company, Inc | 7,767 | $409.9K | 0.17% | −1,197−13.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,901 | $417.0K | 0.00% | +1,356+20.7% | Added |
| North Star Investment Management Corp. | 8,125 | $428.8K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,242 | $435.0K | 0.00% | −33−0.4% | Reduced |
| Neuberger Berman Group LLC | 8,347 | $440.6K | 0.00% | +756+10.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,071 | $452.5K | 0.00% | +529+6.2% | Added |
| Ascent Group, LLC | 8,601 | $454.0K | 0.02% | −915−9.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $487.4K | 0.06% | +500+5.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,283 | $490.0K | 0.00% | +1,131+13.9% | Added |
| Tradition Wealth Management, LLC | 9,475 | $500.1K | 0.04% | +1,885+24.8% | Added |
| LifeWealth Investments, LLC | 9,505 | $501.7K | 0.08% | +7+0.1% | Added |
| Pathstone Holdings, LLC | 9,617 | $507.6K | 0.00% | +916+10.5% | Added |
| Integrated Wealth Concepts LLC | 9,669 | $510.3K | 0.00% | +9,669 | New |
| BNP Paribas Arbitrage, SA | 10,018 | $528.8K | 0.00% | +1,979+24.6% | Added |
| Impact Partnership Wealth, LLC | 10,063 | $531.1K | 0.08% | +10,063 | New |
| TD Private Client Wealth LLC | 10,075 | $531.8K | 0.01% | −67,764−87.1% | Reduced |
| Natixis | 10,175 | $537.0K | 0.00% | +10,175 | New |
| Keybank National Association | 10,280 | $542.6K | 0.00% | +680+7.1% | Added |
| NewEdge Wealth, LLC | 11,052 | $548.5K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 10,450 | $551.6K | 0.00% | +10,450 | New |
| Amica Retiree Medical Trust | 10,695 | $564.0K | 0.77% | −227−2.1% | Reduced |
| Bleakley Financial Group, LLC | 10,883 | $574.4K | 0.01% | −556−4.9% | Reduced |
| Baird Financial Group, Inc. | 10,974 | $579.2K | 0.00% | −265−2.4% | Reduced |
| XTX Topco Ltd | 11,555 | $609.9K | 0.03% | +11,555 | New |
| Captrust Financial Advisors | 11,578 | $611.1K | 0.00% | +1,226+11.8% | Added |
| Claro Advisors LLC | 11,899 | $628.0K | 0.09% | 00.0% | Unchanged |
| Caption Management, LLC | 11,900 | $628.1K | 0.04% | +11,900 | New |
| Centennial Wealth Advisory LLC | 12,340 | $651.3K | 0.18% | +429+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,099 | $691.4K | 0.03% | +1,273+10.8% | Added |
| Brevan Howard Capital Management LP | 13,241 | $698.9K | 0.01% | −17,403−56.8% | Reduced |
| Inceptionr LLC | 13,585 | $717.0K | 0.17% | +13,585 | New |
| Pictet Asset Management Holding SA | 13,709 | $723.6K | 0.00% | +1,247+10.0% | Added |
| Gilman Hill Asset Management, LLC | 14,090 | $743.7K | 0.12% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 15,640 | $825.5K | 0.29% | +15,640 | New |
| Manufacturers Life Insurance Company, The | 15,789 | $833.3K | 0.00% | +189+1.2% | Added |
| Calton & Associates, Inc. | 30,558 | $834.2K | 0.13% | −853−2.7% | Reduced |
| Frank, Rimerman Advisors LLC | 16,103 | $849.9K | 0.05% | +16+0.1% | Added |
| Banque Pictet & Cie SA | 16,578 | $875.0K | 0.01% | −105−0.6% | Reduced |
| Future Fund LLC | 16,823 | $887.9K | 0.31% | +5,139+44.0% | Added |
| Riverwater Partners LLC | 17,428 | $919.9K | 0.38% | +17,428 | New |
| Cookson Peirce & Co Inc | 17,710 | $934.7K | 0.04% | +17,710 | New |
| Bridgewater Associates, LP | 18,366 | $969.4K | 0.00% | +18,366 | New |
| Handelsbanken Fonder AB | 18,500 | $976.0K | 0.00% | 00.0% | Unchanged |