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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 3,307 | $160.6K | 0.00% | +3,307 | New |
| The PNC Financial Services Group, Inc. | 3,450 | $167.5K | 0.00% | −202−5.5% | Reduced |
| State of Wyoming | 3,673 | $178.4K | 0.02% | +2,863+353.5% | Added |
| Quest Partners LLC | 3,922 | $190.5K | 0.01% | +27+0.7% | Added |
| Assetmark, Inc | 4,292 | $208.4K | 0.00% | −247−5.4% | Reduced |
| EP Wealth Advisors, LLC | 4,355 | $211.5K | 0.00% | +4,355 | New |
| Swiss Life Asset Management Ltd | 4,416 | $214.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,459 | $216.5K | 0.00% | +3,656+455.3% | Added |
| Lazard Freres Gestion S.A.S. | 4,500 | $218.0K | 0.00% | 00.0% | Unchanged |
| King Wealth | 4,500 | $219.0K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,515 | $219.2K | 0.00% | −97−2.1% | Reduced |
| Brevan Howard Capital Management LP | 4,524 | $219.7K | 0.00% | −8,717−65.8% | Reduced |
| Maryland State Retirement & Pension System | 4,587 | $222.7K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,603 | $223.5K | 0.04% | −730−13.7% | Reduced |
| Advisors Asset Management, Inc. | 4,675 | $227.0K | 0.00% | −141−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 4,700 | $228.2K | 0.00% | −5,750−55.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,629 | $230.0K | 0.02% | −210−4.3% | Reduced |
| Global Retirement Partners, LLC | 4,740 | $230.2K | 0.00% | +4,358+1,140.8% | Added |
| Jones Financial Companies LLLP | 4,820 | $234.0K | 0.00% | +140+3.0% | Added |
| Mach-1 Financial Group, Inc. | 4,853 | $235.7K | 0.05% | +4,853 | New |
| 1492 Capital Management LLC | 4,863 | $236.1K | 0.09% | +4,863 | New |
| Utah Retirement Systems | 4,911 | $238.5K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,469 | $265.6K | 0.01% | −3,132−36.4% | Reduced |
| Rothschild Investment LLC | 5,538 | $268.9K | 0.01% | +38+0.7% | Added |
| Amundi | 5,734 | $278.4K | 0.00% | +5,734 | New |
| Z3 Capital Partners, LLC | 5,905 | $286.7K | 0.07% | +5,905 | New |
| Everhart Financial Group, Inc. | 5,916 | $287.3K | 0.03% | −86−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 6,036 | $293.1K | 0.01% | −244−3.9% | Reduced |
| Armistice Capital, LLC | 6,064 | $294.5K | 0.01% | +6,064 | New |
| Bayforest Capital Ltd | 6,078 | $295.1K | 0.22% | +6,078 | New |
| Axq Capital, LP | 6,216 | $301.8K | 0.07% | +6,216 | New |
| BNP Paribas Arbitrage, SA | 6,390 | $310.3K | 0.00% | −3,628−36.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,397 | $310.6K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 6,454 | $313.4K | 0.00% | +232+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,496 | $315.0K | 0.00% | +1,158+21.7% | Added |
| International Private Wealth Advisors LLC | 6,688 | $324.7K | 0.20% | +307+4.8% | Added |
| Rockefeller Capital Management L.P. | 6,862 | $333.2K | 0.00% | +2,106+44.3% | Added |
| Amalgamated Bank | 6,983 | $339.0K | 0.00% | +991+16.5% | Added |
| Vestcor Inc | 7,135 | $346.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 7,441 | $361.3K | 0.09% | 00.0% | Unchanged |
| Inceptionr LLC | 7,463 | $362.4K | 0.10% | −6,122−45.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,484 | $363.0K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 7,674 | $372.7K | 0.14% | −93−1.2% | Reduced |
| Tradition Wealth Management, LLC | 7,695 | $373.7K | 0.03% | −1,780−18.8% | Reduced |
| Jump Financial, LLC | 7,700 | $373.9K | 0.00% | +7,700 | New |
| Campbell & CO Investment Adviser LLC | 7,775 | $377.6K | 0.02% | +7,775 | New |
| Evergreen Capital Management LLC | 7,909 | $384.1K | 0.01% | +3,988+101.7% | Added |
| North Star Investment Management Corp. | 8,125 | $394.6K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,207 | $398.5K | 0.00% | −1,076−11.6% | Reduced |
| Davenport & Co LLC | 8,342 | $405.1K | 0.00% | +100+1.2% | Added |
| TD Private Client Wealth LLC | 8,433 | $409.5K | 0.01% | −1,642−16.3% | Reduced |
| Private Advisor Group, LLC | 8,514 | $413.4K | 0.00% | +4,234+98.9% | Added |
| O'Shaughnessy Asset Management, LLC | 8,586 | $416.9K | 0.00% | +685+8.7% | Added |
| Baird Financial Group, Inc. | 8,736 | $424.2K | 0.00% | −2,238−20.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,825 | $428.6K | 0.00% | +1,354+18.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,556 | $435.4K | 0.00% | −515−5.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $448.4K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,501 | $461.4K | 0.02% | +9,501 | New |
| Pathstone Holdings, LLC | 9,620 | $467.1K | 0.00% | +30.0% | Added |
| EntryPoint Capital, LLC | 9,665 | $469.3K | 0.18% | +9,665 | New |
| Neuberger Berman Group LLC | 9,749 | $473.4K | 0.00% | +1,402+16.8% | Added |
| Sequoia Financial Advisors, LLC | 9,899 | $480.7K | 0.00% | +2,970+42.9% | Added |
| Bleakley Financial Group, LLC | 10,822 | $525.5K | 0.01% | −61−0.6% | Reduced |
| NewEdge Wealth, LLC | 11,060 | $537.1K | 0.01% | +8+0.1% | Added |
| Elo Mutual Pension Insurance Co | 11,595 | $563.1K | 0.01% | +11,595 | New |
| Claro Advisors LLC | 11,878 | $576.8K | 0.08% | −21−0.2% | Reduced |
| Caption Management, LLC | 11,900 | $577.9K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 11,983 | $581.9K | 0.00% | +1,703+16.6% | Added |
| Lawood & Co | 12,070 | $586.1K | 0.56% | +12,070 | New |
| Bridgewater Associates, LP | 12,307 | $597.6K | 0.00% | −6,059−33.0% | Reduced |
| CI Private Wealth, LLC | 12,682 | $615.8K | 0.00% | +12,682 | New |
| Centennial Wealth Advisory LLC | 12,795 | $621.3K | 0.16% | +455+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,963 | $629.5K | 0.02% | −136−1.0% | Reduced |
| Banque Pictet & Cie SA | 13,421 | $651.7K | 0.01% | −3,157−19.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,475 | $703.1K | 0.00% | −15,275−51.3% | Reduced |
| Lecap Asset Management Ltd | 14,563 | $707.2K | 0.28% | −1,077−6.9% | Reduced |
| Pictet Asset Management Holding SA | 14,752 | $716.4K | 0.00% | +1,043+7.6% | Added |
| Future Fund LLC | 14,807 | $719.0K | 0.25% | −2,016−12.0% | Reduced |
| Gilman Hill Asset Management, LLC | 15,715 | $763.1K | 0.12% | +1,625+11.5% | Added |
| Frank, Rimerman Advisors LLC | 16,079 | $780.8K | 0.05% | −24−0.1% | Reduced |
| Entropy Technologies, LP | 16,153 | $784.4K | 0.04% | +16,153 | New |
| Manufacturers Life Insurance Company, The | 16,468 | $799.7K | 0.00% | +679+4.3% | Added |
| Atom Investors LP | 17,437 | $846.7K | 0.07% | −19,704−53.1% | Reduced |
| Calton & Associates, Inc. | 31,154 | $854.5K | 0.13% | +596+2.0% | Added |
| EFG International AG | 17,622 | $856.0K | 0.02% | +17,622 | New |
| Handelsbanken Fonder AB | 18,500 | $898.0K | 0.00% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $903.6K | 0.04% | −4,255−18.6% | Reduced |
| Greenwood Capital Associates LLC | 20,139 | $978.0K | 0.11% | +1,041+5.5% | Added |
| KLP Kapitalforvaltning AS | 20,200 | $980.9K | 0.00% | +500+2.5% | Added |
| Captrust Financial Advisors | 20,325 | $987.0K | 0.00% | +8,747+75.5% | Added |
| Intercapital, LLC | 20,500 | $995.5K | 0.52% | +20,500 | New |
| Mackenzie Financial Corp | 21,155 | $1.04M | 0.00% | −326,409−93.9% | Reduced |
| Autumn Glory Partners, LLC | 22,086 | $1.07M | 0.38% | +1,015+4.8% | Added |
| Segall Bryant & Hamill, LLC | 22,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 22,250 | $1.08M | 0.66% | +22,250 | New |
| Cetera Investment Advisers | 22,432 | $1.09M | 0.00% | −3,611−13.9% | Reduced |
| Altfest L J & Co Inc | 23,392 | $1.14M | 0.12% | +23,392 | New |
| Tounjian Advisory Partners, LLC | 23,444 | $1.14M | 0.39% | −176−0.7% | Reduced |
| American Century Companies Inc | 23,486 | $1.14M | 0.00% | −13,934−37.2% | Reduced |
| Deutsche Bank AG | 23,598 | $1.15M | 0.00% | −3,285−12.2% | Reduced |