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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 235,380 | $12.4M | 0.01% | +99,365+73.1% | Added |
| Penn Capital Management Co Inc | 274,807 | $14.5M | 1.12% | +43,083+18.6% | Added |
| Nuveen, LLC | 295,596 | $15.6M | 0.00% | +102,779+53.3% | Added |
| GW Henssler & Associates Ltd | 304,331 | $16.1M | 0.80% | −3,538−1.1% | Reduced |
| UBS Asset Management Americas Inc | 314,230 | $16.6M | 0.00% | −140,059−30.8% | Reduced |
| Citadel Advisors LLC | 318,788 | $16.8M | 0.01% | +182,341+133.6% | Added |
| MetLife Investment Management | 336,328 | $17.8M | 0.09% | +47,774+16.6% | Added |
| Alyeska Investment Group, L.P. | 344,843 | $18.2M | 0.06% | +344,843 | New |
| Mackenzie Financial Corp | 347,564 | $18.3M | 0.02% | +317,738+1,065.3% | Added |
| AE Wealth Management LLC | 351,265 | $18.5M | 0.12% | +12,715+3.8% | Added |
| Citigroup Inc | 358,218 | $18.9M | 0.01% | −9,633−2.6% | Reduced |
| Crawford Investment Counsel Inc | 361,336 | $19.1M | 0.32% | −12,395−3.3% | Reduced |
| Walleye Capital LLC | 369,972 | $19.5M | 0.16% | +369,972 | New |
| Bank of America Corp | 405,830 | $21.4M | 0.00% | −82,827−16.9% | Reduced |
| First Trust Advisors LP | 419,334 | $22.1M | 0.02% | +108,895+35.1% | Added |
| Federated Hermes, Inc. | 574,286 | $30.3M | 0.05% | −10,626−1.8% | Reduced |
| Ranger Investment Management, L.P. | 584,890 | $30.9M | 2.15% | +79,505+15.7% | Added |
| Northern Trust Corp | 592,316 | $31.3M | 0.00% | −31,056−5.0% | Reduced |
| Bank of New York Mellon Corp | 613,849 | $32.4M | 0.01% | −30,110−4.7% | Reduced |
| Royal Bank of Canada | 808,851 | $42.7M | 0.01% | −127,457−13.6% | Reduced |
| Royce & Associates LP | 845,137 | $44.6M | 0.44% | −65,037−7.1% | Reduced |
| Goldman Sachs Group Inc | 862,408 | $45.5M | 0.01% | +22,279+2.7% | Added |
| Charles Schwab Investment Management Inc | 1,052,326 | $55.5M | 0.01% | +18,748+1.8% | Added |
| Invesco Ltd. | 1,134,163 | $59.9M | 0.01% | −75,406−6.2% | Reduced |
| Voya Investment Management LLC | 1,165,822 | $61.5M | 0.06% | +123,265+11.8% | Added |
| Janus Henderson Group PLC | 1,359,467 | $71.8M | 0.03% | +2,865+0.2% | Added |
| Morgan Stanley | 1,481,199 | $78.2M | 0.00% | −158,834−9.7% | Reduced |
| Principal Financial Group Inc | 1,588,341 | $83.8M | 0.04% | −190,037−10.7% | Reduced |
| Epoch Investment Partners, Inc. | 1,610,612 | $85.0M | 0.47% | −32,579−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,620,282 | $85.5M | 0.02% | +101,763+6.7% | Added |
| Fisher Asset Management, LLC | 1,722,504 | $90.9M | 0.03% | +20,591+1.2% | Added |
| Ameriprise Financial Inc | 1,884,093 | $99.4M | 0.02% | +192,008+11.3% | Added |
| Victory Capital Management Inc | 1,889,534 | $99.7M | 0.06% | −24,957−1.3% | Reduced |
| State Street Corp | 2,006,785 | $105.9M | 0.00% | −101,444−4.8% | Reduced |
| Capital Research Global Investors | 2,235,512 | $118.0M | 0.02% | −130,799−5.5% | Reduced |
| Geode Capital Management, LLC | 2,350,666 | $124.1M | 0.01% | −35,129−1.5% | Reduced |
| Ariel Investments, LLC | 5,245,889 | $276.9M | 2.96% | −508,108−8.8% | Reduced |
| BlackRock, Inc. | 7,324,182 | $386.6M | 0.01% | −337,296−4.4% | Reduced |
| Price T Rowe Associates Inc | 7,759,451 | $409.5M | 0.04% | +835,911+12.1% | Added |
| FMR LLC | 10,678,605 | $563.6M | 0.03% | −586,727−5.2% | Reduced |
| Vanguard Group Inc | 11,180,752 | $590.1M | 0.01% | +245,205+2.2% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −714,977−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| O'Keefe Stevens Advisory, Inc. | 0 | $0 | 0.00% | −218,890−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −134,299−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −33,902−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −24,304−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,407−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −12,924−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −8,096−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,711−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |