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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 18,512 | $977.1K | 0.04% | +137+0.7% | Added |
| Greenwood Capital Associates LLC | 19,098 | $1.01M | 0.12% | −612−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 19,700 | $1.04M | 0.00% | +1,000+5.3% | Added |
| Wolverine Trading, LLC | 20,195 | $1.07M | 0.02% | +11,454+131.0% | Added |
| Creative Planning | 20,619 | $1.09M | 0.00% | +6,282+43.8% | Added |
| Autumn Glory Partners, LLC | 21,071 | $1.11M | 0.46% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,919 | $1.13M | 0.00% | +21,919 | New |
| Segall Bryant & Hamill, LLC | 22,200 | $1.17M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,341 | $1.18M | 0.00% | −11,759−34.5% | Reduced |
| Great Lakes Retirement, Inc. | 22,583 | $1.19M | 0.13% | +388+1.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.21M | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 22,921 | $1.21M | 0.00% | +22,921 | New |
| CWM, LLC | 23,007 | $1.21M | 0.00% | +281+1.2% | Added |
| National Bank of Canada | 23,351 | $1.23M | 0.00% | +11,695+100.3% | Added |
| Tounjian Advisory Partners, LLC | 23,620 | $1.25M | 0.42% | +23,620 | New |
| Oppenheimer & Co Inc | 23,749 | $1.25M | 0.02% | −1,375−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 25,514 | $1.35M | 0.00% | −4,892−16.1% | Reduced |
| Cetera Investment Advisers | 26,043 | $1.37M | 0.00% | +7,563+40.9% | Added |
| Truist Financial Corp | 26,110 | $1.38M | 0.00% | +919+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,611 | $1.40M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,883 | $1.42M | 0.00% | +2,758+11.4% | Added |
| Brinker Capital Investments, LLC | 27,065 | $1.43M | 0.01% | +823+3.1% | Added |
| Natixis Advisors, L.P. | 27,463 | $1.45M | 0.00% | −605−2.2% | Reduced |
| Arizona State Retirement System | 27,859 | $1.47M | 0.01% | +1,623+6.2% | Added |
| Hunter Perkins Capital Management, LLC | 28,525 | $1.51M | 0.33% | 00.0% | Unchanged |
| Ossiam | 28,555 | $1.51M | 0.02% | +28,555 | New |
| Barclays PLC | 28,839 | $1.52M | 0.00% | −27,090−48.4% | Reduced |
| Public Employees Retirement System of Ohio | 30,406 | $1.60M | 0.01% | −5,642−15.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,750 | $1.61M | 0.00% | −8,665−22.6% | Reduced |
| Franklin Resources Inc | 30,885 | $1.63M | 0.00% | +30,885 | New |
| HRT Financial LP | 31,318 | $1.65M | 0.01% | +31,318 | New |
| Thrivent Financial for Lutherans | 33,642 | $1.77M | 0.00% | +33,642 | New |
| Algert Global LLC | 35,390 | $1.87M | 0.03% | +35,390 | New |
| Atom Investors LP | 37,141 | $1.96M | 0.15% | +37,141 | New |
| American Century Companies Inc | 37,420 | $1.98M | 0.00% | +11,323+43.4% | Added |
| Raymond James Financial Inc | 37,570 | $1.98M | 0.00% | −18,139−32.6% | Reduced |
| Freemont Management S.A. | 39,105 | $2.06M | 1.61% | −63,695−62.0% | Reduced |
| State of New Jersey Common Pension Fund D | 39,960 | $2.11M | 0.01% | −3,689−8.5% | Reduced |
| HighTower Advisors, LLC | 40,021 | $2.11M | 0.00% | −224−0.6% | Reduced |
| Treasurer of the State of North Carolina | 41,360 | $2.18M | 0.01% | −9,997−19.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 41,361 | $2.18M | 0.02% | −1,121−2.6% | Reduced |
| Teacher Retirement System of Texas | 43,621 | $2.30M | 0.01% | +7,267+20.0% | Added |
| AMG National Trust Bank | 44,214 | $2.33M | 0.06% | +267+0.6% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.43M | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 46,853 | $2.47M | 0.09% | +137+0.3% | Added |
| Oliver Luxxe Assets LLC | 47,393 | $2.50M | 0.40% | +801+1.7% | Added |
| Stifel Financial Corp | 47,590 | $2.51M | 0.00% | −76,098−61.5% | Reduced |
| Paulson Wealth Management Inc. | 48,762 | $2.57M | 0.61% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 49,070 | $2.59M | 0.08% | −4,930−9.1% | Reduced |
| M&T Bank Corp | 49,099 | $2.59M | 0.01% | −6,354−11.5% | Reduced |
| Lesa Sroufe & Co | 52,836 | $2.79M | 2.25% | +217+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 54,571 | $2.88M | 0.49% | +2,228+4.3% | Added |
| STRS Ohio | 55,200 | $2.91M | 0.01% | −428−0.8% | Reduced |
| Van Berkom & Associates Inc. | 55,331 | $2.92M | 0.08% | +55,331 | New |
| First National Trust Co | 57,194 | $3.02M | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 58,684 | $3.10M | 0.26% | −276−0.5% | Reduced |
| LPL Financial LLC | 60,640 | $3.20M | 0.00% | +25,394+72.0% | Added |
| Los Angeles Capital Management LLC | 60,701 | $3.20M | 0.01% | +60,701 | New |
| Icon Advisers Inc | 61,843 | $3.26M | 0.71% | −3,757−5.7% | Reduced |
| Illinois Municipal Retirement Fund | 63,353 | $3.34M | 0.04% | −299−0.5% | Reduced |
| Janney Montgomery Scott LLC | 63,840 | $3.37M | 0.01% | +6,628+11.6% | Added |
| Crossmark Global Holdings, Inc. | 64,490 | $3.40M | 0.05% | +64,490 | New |
| Wells Fargo & Company | 66,410 | $3.51M | 0.00% | −1,585−2.3% | Reduced |
| SEI Investments Co | 70,478 | $3.72M | 0.00% | +6,641+10.4% | Added |
| AQR Capital Management LLC | 70,959 | $3.75M | 0.00% | +7,177+11.3% | Added |
| Capital Fund Management S.A. | 75,245 | $3.97M | 0.04% | +47+0.1% | Added |
| Credit Agricole S A | 77,517 | $4.09M | 0.01% | +77,517 | New |
| Envestnet Asset Management Inc | 82,177 | $4.34M | 0.00% | −220,262−72.8% | Reduced |
| California State Teachers Retirement System | 88,188 | $4.65M | 0.00% | +3,568+4.2% | Added |
| Alps Advisors Inc | 89,892 | $4.74M | 0.03% | +89,892 | New |
| Colony Group, LLC | 100,613 | $5.31M | 0.01% | −598−0.6% | Reduced |
| Legal & General Group Plc | 101,205 | $5.34M | 0.00% | +808+0.8% | Added |
| Rhumbline Advisers | 106,479 | $5.62M | 0.00% | −246−0.2% | Reduced |
| State of Wisconsin Investment Board | 107,165 | $5.66M | 0.01% | +549+0.5% | Added |
| Cambiar Investors LLC | 108,596 | $5.73M | 0.26% | −53,917−33.2% | Reduced |
| Point72 Asset Management, L.P. | 110,349 | $5.82M | 0.01% | +110,349 | New |
| State Board of Administration of Florida Retirement System | 113,419 | $5.99M | 0.01% | −4,511−3.8% | Reduced |
| Amica Mutual Insurance Co | 118,028 | $6.23M | 0.57% | −2,679−2.2% | Reduced |
| Polar Asset Management Partners Inc. | 119,218 | $6.29M | 0.13% | +119,218 | New |
| Millennium Management LLC | 123,208 | $6.50M | 0.01% | +57,832+88.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 124,750 | $6.58M | 0.10% | −36,000−22.4% | Reduced |
| Two Sigma Investments, LP | 125,373 | $6.62M | 0.01% | +6,041+5.1% | Added |
| JPMorgan Chase & Co | 129,171 | $6.82M | 0.00% | −723−0.6% | Reduced |
| Two Sigma Advisers, LP | 132,500 | $6.99M | 0.01% | −172,200−56.5% | Reduced |
| Russell Investments Group, Ltd. | 138,823 | $7.33M | 0.01% | +22,861+19.7% | Added |
| D. E. Shaw & Co., Inc. | 141,829 | $7.49M | 0.01% | +141,829 | New |
| State of Alaska, Department of Revenue | 171,157 | $9.03M | 0.09% | +4,742+2.8% | Added |
| TD Asset Management Inc | 171,210 | $9.04M | 0.01% | −10,922−6.0% | Reduced |
| Alliancebernstein L.P. | 177,652 | $9.38M | 0.00% | −23,732−11.8% | Reduced |
| Swiss National Bank | 182,500 | $9.63M | 0.01% | +10,800+6.3% | Added |
| Macquarie Group Ltd | 183,520 | $9.69M | 0.01% | −5,004−2.7% | Reduced |
| Crestwood Advisors Group LLC | 183,649 | $9.69M | 0.17% | +250.0% | Added |
| Basswood Capital Management, L.L.C. | 189,816 | $10.0M | 0.47% | −5,260−2.7% | Reduced |
| California Public Employees Retirement System | 195,720 | $10.3M | 0.01% | −10,082−4.9% | Reduced |
| UBS Group AG | 205,565 | $10.8M | 0.00% | −83,650−28.9% | Reduced |
| Swedbank AB | 207,000 | $10.9M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 218,412 | $11.5M | 0.18% | 00.0% | Unchanged |
| Bokf, NA | 220,443 | $11.6M | 0.18% | +8,161+3.8% | Added |
| New York State Common Retirement Fund | 227,030 | $12.0M | 0.02% | +16,572+7.9% | Added |
| Susquehanna International Group, LLP | 227,929 | $12.0M | 0.02% | −77,039−25.3% | Reduced |