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, Q4 2025
Institutional positions in Lazard, Inc. as of Dec 31, 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
- 336
- +3 vs. Q3 2025
- Shares held
- 88.7M
- +5.13M (+6.1%) vs. Q3 2025
- Total value
- $4.31B
- −$103.5M (−2.3%) vs. Q3 2025
- New holders
- 55
- 118 more added
- Sold out
- 52
- 98 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $49 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $49 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $125 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $292 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $292 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $340 | 0.00% | +1+16.7% | Added |
| Sunbelt Securities, Inc. | 7 | $340 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $389 | 0.00% | −3−27.3% | Reduced |
| Rialto Wealth Management, LLC | 8 | $389 | 0.00% | +1+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $437 | 0.00% | +4+80.0% | Added |
| Cromwell Holdings LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 11 | $534 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $583 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $583 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $680 | 0.00% | −10−41.7% | Reduced |
| Millstone Evans Group, LLC | 15 | $728 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 12 | $1.00K | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $1.31K | 0.00% | +4+17.4% | Added |
| Nisa Investment Advisors, LLC | 28 | $1.36K | 0.00% | −4−12.5% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $1.46K | 0.00% | −3−9.1% | Reduced |
| Westside Investment Management, Inc. | 30 | $1.46K | 0.00% | +30 | New |
| Umb Bank N A | 31 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 35 | $1.70K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $1.70K | 0.00% | +7+25.0% | Added |
| Turning Point Benefit Group, Inc. | 40 | $1.94K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 45 | $2.19K | 0.00% | −1−2.2% | Reduced |
| Curat Global, LLC | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 51 | $2.48K | 0.00% | +51 | New |
| Kilter Group LLC | 59 | $2.87K | 0.00% | +59 | New |
| Huntington National Bank | 61 | $2.96K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 69 | $3.35K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 74 | $3.59K | 0.00% | +74 | New |
| City State Bank | 75 | $3.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 75 | $3.64K | 0.00% | +63+525.0% | Added |
| Quent Capital, LLC | 89 | $4.32K | 0.00% | +44+97.8% | Added |
| Essential Partners LLC | 93 | $4.52K | 0.00% | +60+181.8% | Added |
| Atlantic Trust, LLC | 95 | $4.61K | 0.00% | +11+13.1% | Added |
| GoalVest Advisory LLC | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $4.86K | 0.00% | +100 | New |
| Laurel Wealth Advisors LLC | 120 | $5.83K | 0.00% | +120 | New |
| Salomon & Ludwin, LLC | 143 | $7.26K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 154 | $7.48K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 167 | $8.11K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 195 | $9.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 199 | $9.66K | 0.00% | +18+9.9% | Added |
| Atlantic Union Bankshares Corp | 200 | $9.71K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 205 | $9.96K | 0.00% | +106+107.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 222 | $10.8K | 0.00% | +65+41.4% | Added |
| Root Financial Partners, LLC | 230 | $11.2K | 0.00% | +13+6.0% | Added |
| EverSource Wealth Advisors, LLC | 231 | $11.2K | 0.00% | +10+4.5% | Added |
| Danske Bank A/S | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $15.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 366 | $17.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 406 | $19.7K | 0.00% | +151+59.2% | Added |
| HHM Wealth Advisors, LLC | 410 | $19.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 430 | $20.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $20.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 434 | $21.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $21.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 497 | $24.0K | 0.00% | −450−47.5% | Reduced |
| SageView Advisory Group, LLC | 497 | $24.1K | 0.00% | +497 | New |
| TD Capital Management LLC | 515 | $25.0K | 0.00% | +5+1.0% | Added |
| Allworth Financial LP | 519 | $25.2K | 0.00% | +181+53.6% | Added |
| Kestra Advisory Services, LLC | 541 | $26.3K | 0.00% | +541 | New |
| Signaturefd, LLC | 612 | $29.7K | 0.00% | +94+18.1% | Added |
| Covestor Ltd | 645 | $31.0K | 0.02% | −134−17.2% | Reduced |
| Sound Income Strategies, LLC | 590 | $31.5K | 0.00% | +220+59.5% | Added |
| Quest 10 Wealth Builders, Inc. | 651 | $31.6K | 0.03% | +651 | New |
| Costello Asset Management, INC | 700 | $34.0K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 712 | $34.6K | 0.03% | +712 | New |
| SRS Capital Advisors, Inc. | 720 | $35.0K | 0.00% | −514−41.7% | Reduced |
| Triumph Capital Management | 800 | $38.8K | 0.01% | +800 | New |
| Richardson Financial Services Inc. | 815 | $39.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 822 | $39.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 897 | $43.6K | 0.00% | −20−2.2% | Reduced |
| IFP Advisors, Inc | 980 | $47.6K | 0.00% | +157+19.1% | Added |
| Tower Research Capital LLC (TRC) | 997 | $48.4K | 0.00% | −125−11.1% | Reduced |
| Roxbury Financial LLC | 1,034 | $50.2K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,136 | $55.2K | 0.00% | +133+13.3% | Added |
| Farther Finance Advisors, LLC | 1,160 | $56.3K | 0.00% | +69+6.3% | Added |
| Broadwater Capital Management LLC | 1,240 | $60.2K | 0.04% | −1,860−60.0% | Reduced |
| US Bancorp | 1,306 | $63.4K | 0.00% | −282−17.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,335 | $64.8K | 0.00% | −100−7.0% | Reduced |
| Spire Wealth Management | 1,397 | $67.8K | 0.00% | +104+8.0% | Added |
| Nomura Asset Management Co Ltd | 1,420 | $69.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,550 | $75.3K | 0.03% | −31−2.0% | Reduced |
| V-Square Quantitative Management LLC | 1,550 | $75.3K | 0.01% | +1,550 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,564 | $76.0K | 0.00% | +1,564 | New |
| Parallel Advisors, LLC | 1,840 | $89.3K | 0.00% | +10+0.5% | Added |
| Comerica Bank | 2,042 | $99.2K | 0.00% | −247−10.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,294 | $111.4K | 0.00% | +353+18.2% | Added |
| KBC Group NV | 2,989 | $145.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,000 | $145.7K | 0.01% | 00.0% | Unchanged |