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 |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 5,594 | $295.3K | 0.03% | +5,594 | New |
| Park Avenue Securities LLC | 5,533 | $292.0K | 0.00% | −860−13.5% | Reduced |
| Rothschild Investment LLC | 5,500 | $290.3K | 0.02% | −1,000−15.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,338 | $282.0K | 0.00% | +386+7.8% | Added |
| Beverly Hills Private Wealth, LLC | 5,333 | $281.5K | 0.05% | +762+16.7% | Added |
| SummitTX Capital, L.P. | 5,220 | $275.5K | 0.01% | −4,541−46.5% | Reduced |
| Group One Trading, L.P. | 5,101 | $269.2K | 0.01% | +4,896+2,388.3% | Added |
| Utah Retirement Systems | 4,911 | $259.2K | 0.00% | −900−15.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,839 | $256.1K | 0.02% | −4,258−46.8% | Reduced |
| Advisors Asset Management, Inc. | 4,816 | $254.2K | 0.00% | −229−4.5% | Reduced |
| Jones Financial Companies LLLP | 4,680 | $252.5K | 0.00% | +1,016+27.7% | Added |
| Rockefeller Capital Management L.P. | 4,756 | $251.0K | 0.00% | +4,756 | New |
| Sterling Capital Management LLC | 4,612 | $243.4K | 0.00% | −1,321−22.3% | Reduced |
| Maryland State Retirement & Pension System | 4,587 | $242.1K | 0.01% | −528−10.3% | Reduced |
| Assetmark, Inc | 4,539 | $239.6K | 0.00% | +150+3.4% | Added |
| King Wealth | 4,500 | $238.0K | 0.03% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 4,500 | $237.0K | 0.00% | +4,500 | Added |
| Swiss Life Asset Management Ltd | 4,416 | $233.1K | 0.00% | +4,416 | New |
| Private Advisor Group, LLC | 4,280 | $225.9K | 0.00% | +4,280 | New |
| Paradigm Financial Partners, LLC | 4,090 | $215.9K | 0.02% | −550−11.9% | Reduced |
| Empowered Funds, LLC | 4,083 | $215.5K | 0.00% | +4,083 | New |
| Gamco Investors, Inc. Et Al | 4,000 | $211.1K | 0.00% | +4,000 | New |
| Evergreen Capital Management LLC | 3,921 | $207.0K | 0.00% | +3,921 | New |
| Uhlmann Price Securities, LLC | 3,900 | $205.8K | 0.13% | +3,900 | New |
| one8zero8, LLC | 3,900 | $205.8K | 0.04% | +3,900 | New |
| Quest Partners LLC | 3,895 | $205.6K | 0.01% | −170−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,652 | $192.8K | 0.00% | +595+19.5% | Added |
| Point72 (DIFC) Ltd | 3,335 | $176.0K | 0.01% | +3,335 | New |
| Abich Financial Wealth Management LLC | 3,162 | $166.9K | 0.06% | +3,162 | New |
| Broadwater Capital Management LLC | 3,100 | $163.6K | 0.12% | −145,638−97.9% | Reduced |
| Delta Asset Management LLC | 3,000 | $158.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,989 | $158.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,729 | $144.0K | 0.07% | +1,641+150.8% | Added |
| Comerica Bank | 2,289 | $120.8K | 0.00% | −162−6.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,107 | $111.2K | 0.02% | +2,107 | New |
| TD Waterhouse Canada Inc. | 1,941 | $100.0K | 0.00% | +17+0.9% | Added |
| Parallel Advisors, LLC | 1,830 | $96.6K | 0.00% | +59+3.3% | Added |
| Principal Securities, Inc. | 1,682 | $88.8K | 0.00% | +151+9.9% | Added |
| US Bancorp | 1,588 | $83.8K | 0.00% | +873+122.1% | Added |
| Westfuller Advisors, LLC | 1,581 | $83.4K | 0.04% | +1,581 | New |
| Steward Partners Investment Advisory, LLC | 1,435 | $75.7K | 0.00% | +170+13.4% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $74.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,293 | $68.2K | 0.00% | +170+15.1% | Added |
| SRS Capital Advisors, Inc. | 1,234 | $65.1K | 0.00% | +390+46.2% | Added |
| Tower Research Capital LLC (TRC) | 1,122 | $59.2K | 0.00% | −821−42.3% | Reduced |
| Farther Finance Advisors, LLC | 1,091 | $57.6K | 0.00% | −78−6.7% | Reduced |
| Acadian Asset Management LLC | 1,063 | $56.0K | 0.00% | +1,063 | New |
| Roxbury Financial LLC | 1,034 | $54.6K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,003 | $52.9K | 0.00% | +85+9.3% | Added |
| Bessemer Group Inc | 947 | $50.0K | 0.00% | +947 | New |
| Geneos Wealth Management Inc. | 917 | $48.4K | 0.00% | −753−45.1% | Reduced |
| Berbice Capital Management LLC | 900 | $47.5K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 834 | $44.0K | 0.00% | −793−48.7% | Reduced |
| IFP Advisors, Inc | 823 | $43.4K | 0.00% | +404+96.4% | Added |
| HM Payson & Co | 822 | $43.4K | 0.00% | −2,254−73.3% | Reduced |
| Richardson Financial Services Inc. | 815 | $43.0K | 0.03% | −60−6.9% | Reduced |
| State of Wyoming | 810 | $42.8K | 0.00% | +11+1.4% | Added |
| GWM Advisors LLC | 803 | $42.4K | 0.00% | +7+0.9% | Added |
| Hopwood Financial Services, Inc. | 800 | $42.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 779 | $41.0K | 0.02% | −892−53.4% | Reduced |
| Costello Asset Management, INC | 700 | $36.9K | 0.01% | +700 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $33.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 518 | $27.3K | 0.00% | +51+10.9% | Added |
| TD Capital Management LLC | 510 | $26.9K | 0.00% | +5+1.0% | Added |
| Brown Brothers Harriman & Co | 500 | $26.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $24.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 434 | $22.9K | 0.00% | +400+1,176.5% | Added |
| MCF Advisors LLC | 430 | $22.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 430 | $22.7K | 0.00% | −86−16.7% | Reduced |
| Whittier Trust Co | 424 | $22.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $21.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $21.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $21.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 382 | $20.2K | 0.00% | −207−35.1% | Reduced |
| Manchester Capital Management LLC | 366 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $18.2K | 0.00% | +370 | New |
| Allworth Financial LP | 338 | $17.8K | 0.00% | +46+15.8% | Added |
| Boyd Watterson Asset Management LLC | 317 | $16.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $15.8K | 0.00% | −137−31.4% | Reduced |
| Point72 Europe (London) LLP | 296 | $15.6K | 0.00% | +296 | New |
| United Community Bank | 295 | $15.6K | 0.00% | +295 | New |
| Flagship Wealth Advisors, LLC | 277 | $14.6K | 0.00% | +277 | New |
| Quadrant Capital Group LLC | 255 | $13.5K | 0.00% | +255 | New |
| Harbor Investment Advisory, LLC | 250 | $13.2K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 221 | $11.7K | 0.00% | −19−7.9% | Reduced |
| Root Financial Partners, LLC | 217 | $11.5K | 0.00% | +217 | New |
| Atlantic Union Bankshares Corp | 200 | $10.6K | 0.00% | +200 | New |
| Legacy Wealth Managment, LLC | 195 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 181 | $9.55K | 0.00% | +14+8.4% | Added |
| Wealthspire Advisors, LLC | 168 | $8.87K | 0.00% | +168 | New |
| Harbour Investments, Inc. | 167 | $8.81K | 0.00% | −125−42.8% | Reduced |
| Advisory Services Network, LLC | 164 | $8.64K | 0.00% | +164 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 157 | $8.29K | 0.00% | +157 | New |
| Boreal Capital Management LLC | 154 | $8.13K | 0.01% | +154 | New |
| Arlington Trust Co LLC | 150 | $7.92K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 150 | $7.92K | 0.00% | +150 | New |
| Salomon & Ludwin, LLC | 143 | $7.41K | 0.00% | +143 | New |
| GPS Wealth Strategies Group, LLC | 115 | $6.07K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 99 | $5.22K | 0.00% | −553,544−100.0% | Reduced |