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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 41,361 | $2.18M | 0.02% | −1,121−2.6% | Reduced |
| Treasurer of the State of North Carolina | 41,360 | $2.18M | 0.01% | −9,997−19.5% | Reduced |
| HighTower Advisors, LLC | 40,021 | $2.11M | 0.00% | −224−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 39,960 | $2.11M | 0.01% | −3,689−8.5% | Reduced |
| Freemont Management S.A. | 39,105 | $2.06M | 1.61% | −63,695−62.0% | Reduced |
| Raymond James Financial Inc | 37,570 | $1.98M | 0.00% | −18,139−32.6% | Reduced |
| American Century Companies Inc | 37,420 | $1.98M | 0.00% | +11,323+43.4% | Added |
| Atom Investors LP | 37,141 | $1.96M | 0.15% | +37,141 | New |
| Algert Global LLC | 35,390 | $1.87M | 0.03% | +35,390 | New |
| Thrivent Financial for Lutherans | 33,642 | $1.77M | 0.00% | +33,642 | New |
| HRT Financial LP | 31,318 | $1.65M | 0.01% | +31,318 | New |
| Franklin Resources Inc | 30,885 | $1.63M | 0.00% | +30,885 | New |
| Advisor Group Holdings, Inc. | 29,750 | $1.61M | 0.00% | −8,665−22.6% | Reduced |
| Public Employees Retirement System of Ohio | 30,406 | $1.60M | 0.01% | −5,642−15.7% | Reduced |
| Barclays PLC | 28,839 | $1.52M | 0.00% | −27,090−48.4% | Reduced |
| Ossiam | 28,555 | $1.51M | 0.02% | +28,555 | New |
| Hunter Perkins Capital Management, LLC | 28,525 | $1.51M | 0.33% | 00.0% | Unchanged |
| Arizona State Retirement System | 27,859 | $1.47M | 0.01% | +1,623+6.2% | Added |
| Natixis Advisors, L.P. | 27,463 | $1.45M | 0.00% | −605−2.2% | Reduced |
| Brinker Capital Investments, LLC | 27,065 | $1.43M | 0.01% | +823+3.1% | Added |
| Deutsche Bank AG | 26,883 | $1.42M | 0.00% | +2,758+11.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,611 | $1.40M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 26,110 | $1.38M | 0.00% | +919+3.6% | Added |
| Cetera Investment Advisers | 26,043 | $1.37M | 0.00% | +7,563+40.9% | Added |
| Commonwealth Equity Services, LLC | 25,514 | $1.35M | 0.00% | −4,892−16.1% | Reduced |
| Oppenheimer & Co Inc | 23,749 | $1.25M | 0.02% | −1,375−5.5% | Reduced |
| Tounjian Advisory Partners, LLC | 23,620 | $1.25M | 0.42% | +23,620 | New |
| National Bank of Canada | 23,351 | $1.23M | 0.00% | +11,695+100.3% | Added |
| CWM, LLC | 23,007 | $1.21M | 0.00% | +281+1.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,921 | $1.21M | 0.00% | +22,921 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 22,863 | $1.21M | 0.06% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 22,583 | $1.19M | 0.13% | +388+1.7% | Added |
| SG Americas Securities, LLC | 22,341 | $1.18M | 0.00% | −11,759−34.5% | Reduced |
| Segall Bryant & Hamill, LLC | 22,200 | $1.17M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,919 | $1.13M | 0.00% | +21,919 | New |
| Autumn Glory Partners, LLC | 21,071 | $1.11M | 0.46% | 00.0% | Unchanged |
| Creative Planning | 20,619 | $1.09M | 0.00% | +6,282+43.8% | Added |
| Wolverine Trading, LLC | 20,195 | $1.07M | 0.02% | +11,454+131.0% | Added |
| KLP Kapitalforvaltning AS | 19,700 | $1.04M | 0.00% | +1,000+5.3% | Added |
| Greenwood Capital Associates LLC | 19,098 | $1.01M | 0.12% | −612−3.1% | Reduced |
| Dark Forest Capital Management LP | 18,512 | $977.1K | 0.04% | +137+0.7% | Added |
| Handelsbanken Fonder AB | 18,500 | $976.0K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 18,366 | $969.4K | 0.00% | +18,366 | New |
| Cookson Peirce & Co Inc | 17,710 | $934.7K | 0.04% | +17,710 | New |
| Riverwater Partners LLC | 17,428 | $919.9K | 0.38% | +17,428 | New |
| Future Fund LLC | 16,823 | $887.9K | 0.31% | +5,139+44.0% | Added |
| Banque Pictet & Cie SA | 16,578 | $875.0K | 0.01% | −105−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 16,103 | $849.9K | 0.05% | +16+0.1% | Added |
| Calton & Associates, Inc. | 30,558 | $834.2K | 0.13% | −853−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 15,789 | $833.3K | 0.00% | +189+1.2% | Added |
| Lecap Asset Management Ltd | 15,640 | $825.5K | 0.29% | +15,640 | New |
| Gilman Hill Asset Management, LLC | 14,090 | $743.7K | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 13,709 | $723.6K | 0.00% | +1,247+10.0% | Added |
| Inceptionr LLC | 13,585 | $717.0K | 0.17% | +13,585 | New |
| Brevan Howard Capital Management LP | 13,241 | $698.9K | 0.01% | −17,403−56.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,099 | $691.4K | 0.03% | +1,273+10.8% | Added |
| Centennial Wealth Advisory LLC | 12,340 | $651.3K | 0.18% | +429+3.6% | Added |
| Caption Management, LLC | 11,900 | $628.1K | 0.04% | +11,900 | New |
| Claro Advisors LLC | 11,899 | $628.0K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,578 | $611.1K | 0.00% | +1,226+11.8% | Added |
| XTX Topco Ltd | 11,555 | $609.9K | 0.03% | +11,555 | New |
| Baird Financial Group, Inc. | 10,974 | $579.2K | 0.00% | −265−2.4% | Reduced |
| Bleakley Financial Group, LLC | 10,883 | $574.4K | 0.01% | −556−4.9% | Reduced |
| Amica Retiree Medical Trust | 10,695 | $564.0K | 0.77% | −227−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 10,450 | $551.6K | 0.00% | +10,450 | New |
| NewEdge Wealth, LLC | 11,052 | $548.5K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 10,280 | $542.6K | 0.00% | +680+7.1% | Added |
| Natixis | 10,175 | $537.0K | 0.00% | +10,175 | New |
| TD Private Client Wealth LLC | 10,075 | $531.8K | 0.01% | −67,764−87.1% | Reduced |
| Impact Partnership Wealth, LLC | 10,063 | $531.1K | 0.08% | +10,063 | New |
| BNP Paribas Arbitrage, SA | 10,018 | $528.8K | 0.00% | +1,979+24.6% | Added |
| Integrated Wealth Concepts LLC | 9,669 | $510.3K | 0.00% | +9,669 | New |
| Pathstone Holdings, LLC | 9,617 | $507.6K | 0.00% | +916+10.5% | Added |
| LifeWealth Investments, LLC | 9,505 | $501.7K | 0.08% | +7+0.1% | Added |
| Tradition Wealth Management, LLC | 9,475 | $500.1K | 0.04% | +1,885+24.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,283 | $490.0K | 0.00% | +1,131+13.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $487.4K | 0.06% | +500+5.7% | Added |
| Ascent Group, LLC | 8,601 | $454.0K | 0.02% | −915−9.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,071 | $452.5K | 0.00% | +529+6.2% | Added |
| Neuberger Berman Group LLC | 8,347 | $440.6K | 0.00% | +756+10.0% | Added |
| Davenport & Co LLC | 8,242 | $435.0K | 0.00% | −33−0.4% | Reduced |
| North Star Investment Management Corp. | 8,125 | $428.8K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,901 | $417.0K | 0.00% | +1,356+20.7% | Added |
| O'Rourke & Company, Inc | 7,767 | $409.9K | 0.17% | −1,197−13.4% | Reduced |
| Weiss Asset Management LP | 7,556 | $398.8K | 0.01% | −47,874−86.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,484 | $395.0K | 0.00% | +7,484 | New |
| Northwestern Mutual Wealth Management Co | 7,471 | $394.3K | 0.00% | −415−5.3% | Reduced |
| Hilltop National Bank | 7,441 | $392.7K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 7,135 | $377.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,929 | $365.7K | 0.00% | +2,524+57.3% | Added |
| Prudential Financial Inc | 6,462 | $341.1K | 0.00% | −640−9.0% | Reduced |
| International Private Wealth Advisors LLC | 6,381 | $336.8K | 0.21% | −991−13.4% | Reduced |
| Bayesian Capital Management, LP | 6,366 | $336.0K | 0.07% | +6,366 | New |
| Prosperity Consulting Group, LLC | 6,280 | $331.5K | 0.02% | +31+0.5% | Added |
| Xponance, Inc. | 6,222 | $328.4K | 0.00% | −1,098−15.0% | Reduced |
| Peapack Gladstone Financial Corp | 6,101 | $322.0K | 0.00% | −1,800−22.8% | Reduced |
| Everhart Financial Group, Inc. | 6,002 | $316.8K | 0.03% | −50−0.8% | Reduced |
| Amalgamated Bank | 5,992 | $316.0K | 0.00% | −893−13.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,397 | $309.0K | 0.04% | +6,397 | New |
| Parallax Volatility Advisers, L.P. | 5,791 | $305.6K | 0.01% | +5,791 | New |