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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.

Institutional holdersQ3 2025: 341 institutions
Q1 2021: 262 institutionsQ2 2021: 261 institutionsQ3 2021: 241 institutionsQ4 2021: 251 institutionsQ1 2022: 234 institutionsQ2 2022: 215 institutionsQ3 2022: 216 institutionsQ4 2022: 210 institutionsQ1 2023: 210 institutionsQ2 2023: 198 institutionsQ3 2023: 195 institutionsQ4 2023: 165 institutionsQ1 2024: 228 institutionsQ2 2024: 257 institutionsQ3 2024: 274 institutionsQ4 2024: 294 institutionsQ1 2025: 286 institutionsQ2 2025: 302 institutionsQ3 2025: 341 institutionsQ4 2025: 336 institutionsQ1 2026: 337 institutionsQ2 2026: 345 institutions
Value heldQ3 2025: $4.41B
Q1 2021: $3.63BQ2 2021: $3.66BQ3 2021: $3.68BQ4 2021: $3.44BQ1 2022: $2.65BQ2 2022: $2.44BQ3 2022: $2.31BQ4 2022: $2.25BQ1 2023: $2.11BQ2 2023: $2.12BQ3 2023: $1.97BQ4 2023: $2.17BQ1 2024: $2.96BQ2 2024: $2.94BQ3 2024: $4.00BQ4 2024: $4.17BQ1 2025: $3.80BQ2 2025: $4.15BQ3 2025: $4.41BQ4 2025: $4.31BQ1 2026: $3.91BQ2 2026: $4.26B
Institutions holding LAZ and their total value by quarter
QuarterHoldersValue
Q2 2026345$4.26B
Q1 2026337$3.91B
Q4 2025336$4.31B
Q3 2025341$4.41B
Q2 2025302$4.15B
Q1 2025286$3.80B
Q4 2024294$4.17B
Q3 2024274$4.00B
Q2 2024257$2.94B
Q1 2024228$2.96B
Q4 2023165$2.17B
Q3 2023195$1.97B
Q2 2023198$2.12B
Q1 2023210$2.11B
Q4 2022210$2.25B
Q3 2022216$2.31B
Q2 2022215$2.44B
Q1 2022234$2.65B
Q4 2021251$3.44B
Q3 2021241$3.68B
Q2 2021261$3.66B
Q1 2021262$3.63B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q2 2025.

Institutions holding LAZ in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Atlantic Trust, LLC84$4.43K0.00%00.0%Unchanged
City State Bank75$3.96K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC75$3.96K0.00%+75New
Wealth Preservation Advisors, LLC69$3.64K0.00%00.0%Unchanged
Huntington National Bank61$3.22K0.00%00.0%Unchanged
Logan Capital Management Inc57$3.02K0.00%00.0%Unchanged
Hemington Wealth Management72$3.00K0.00%+18+33.3%Added
Curat Global, LLC50$2.64K0.00%00.0%Unchanged
Parkside Financial Bank & Trust46$2.43K0.00%+1+2.2%Added
Quent Capital, LLC45$2.38K0.00%+45New
WPG Advisers, LLC43$2.27K0.00%+43New
Evergreen Private Wealth LLC42$2.22K0.00%00.0%Unchanged
Rossby Financial, LCC35$1.80K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC33$1.74K0.00%+2+6.5%Added
Essential Partners LLC33$1.74K0.00%+7+26.9%Added
Nisa Investment Advisors, LLC32$1.69K0.00%+32New
Umb Bank N A31$1.64K0.00%+31New
Ronald Blue Trust, Inc.28$1.48K0.00%00.0%Unchanged
Fortitude Family Office, LLC24$1.27K0.00%+12+100.0%Added
Larson Financial Group LLC23$1.21K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$1.16K0.00%00.0%Unchanged
Hantz Financial Services, Inc.10$1.00K0.00%00.0%Unchanged
Millstone Evans Group, LLC15$7920.00%00.0%Unchanged
UMA Financial Services, Inc.14$7390.00%+14New
True Wealth Design, LLC12$6340.00%00.0%Unchanged
Versant Capital Management, Inc12$6330.00%−44−78.6%Reduced
AdvisorNet Financial, Inc12$6330.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$6290.00%+4+57.1%Added
Cromwell Holdings LLC10$5280.00%00.0%Unchanged
Rialto Wealth Management, LLC7$3700.00%+4+133.3%Added
Quaker Wealth Management, LLC6$3170.00%00.0%Unchanged
HFM Investment Advisors, LLC6$3170.00%+2+50.0%Added
SJS Investment Consulting Inc.6$3170.00%+3+100.0%Added
Binnacle Investments Inc6$3170.00%+6New
American Capital Advisory, LLC5$2640.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$2630.00%+2+66.7%Added
Grey Fox Wealth Advisors, LLC4$2110.00%+4New
Smartleaf Asset Management LLC2$1060.00%−67−97.1%Reduced
Transamerica Financial Advisors, Inc.1$530.00%+1New
Tortoise Investment Management, LLC1$530.00%+1New
Cloud Capital Management, LLC15$00.00%+15New
Balyasny Asset Management LLC0$00.00%−714,977−100.0%Sold out
No Street GP LP0$00.00%−550,000−100.0%Sold out
O'Keefe Stevens Advisory, Inc.0$00.00%−218,890−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−134,299−100.0%Sold out
Jain Global LLC0$00.00%−33,902−100.0%Sold out
Advent Capital Management0$00.00%−25,000−100.0%Sold out
Martingale Asset Management L P0$00.00%−24,304−100.0%Sold out
Squarepoint Ops LLC0$00.00%−20,407−100.0%Sold out
Consolidated Planning Corp0$00.00%−16,240−100.0%Sold out
Wellington Management Group LLP0$00.00%−12,924−100.0%Sold out
Sciencast Management LP0$00.00%−11,100−100.0%Sold out
New York State Teachers Retirement System0$00.00%−10,013−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−8,096−100.0%Sold out
Teza Capital Management LLC0$00.00%−8,059−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−7,992−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−5,847−100.0%Sold out
Absolute Gestao de Investimentos Ltda.0$00.00%−4,594−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−4,319−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−3,711−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−3,660−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,434−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,023−100.0%Sold out
Fifth Third Bancorp0$00.00%−350−100.0%Sold out
Skopos Labs, Inc.0$00.00%−349−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−224−100.0%Sold out
Private Trust Co NA0$00.00%−120−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−100−100.0%Sold out
Globeflex Capital L P0$00.00%−33−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−15−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Stephens Consulting, LLC0$00.00%−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