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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 23,694 | $1.15M | 0.00% | −1,820−7.1% | Reduced |
| Oppenheimer & Co Inc | 23,749 | $1.15M | 0.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 24,229 | $1.18M | 0.12% | +1,646+7.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,687 | $1.20M | 0.00% | +1,766+7.7% | Added |
| Hunter Perkins Capital Management, LLC | 25,070 | $1.22M | 0.28% | −3,455−12.1% | Reduced |
| Truist Financial Corp | 25,077 | $1.22M | 0.00% | −1,033−4.0% | Reduced |
| Arizona State Retirement System | 26,295 | $1.28M | 0.01% | −1,564−5.6% | Reduced |
| CWM, LLC | 26,327 | $1.28M | 0.00% | +3,320+14.4% | Added |
| Brinker Capital Investments, LLC | 26,490 | $1.29M | 0.01% | −575−2.1% | Reduced |
| Natixis Advisors, L.P. | 27,572 | $1.34M | 0.00% | +109+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,911 | $1.36M | 0.00% | +1,300+4.9% | Added |
| Catalyst Funds Management Pty Ltd | 29,007 | $1.41M | 0.33% | +29,007 | New |
| Public Employees Retirement System of Ohio | 29,189 | $1.42M | 0.00% | −1,217−4.0% | Reduced |
| Riverwater Partners LLC | 29,801 | $1.45M | 0.56% | +12,373+71.0% | Added |
| Crossmark Global Holdings, Inc. | 29,821 | $1.45M | 0.02% | −34,669−53.8% | Reduced |
| Thrivent Financial for Lutherans | 33,642 | $1.63M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 36,248 | $1.76M | 0.00% | +15,629+75.8% | Added |
| Alliancebernstein L.P. | 37,234 | $1.81M | 0.00% | −140,418−79.0% | Reduced |
| SG Americas Securities, LLC | 37,352 | $1.81M | 0.00% | +15,011+67.2% | Added |
| Robertson Stephens Wealth Management, LLC | 38,220 | $1.86M | 0.05% | +38,220 | New |
| Raymond James Financial Inc | 38,483 | $1.87M | 0.00% | +913+2.4% | Added |
| Franklin Resources Inc | 38,499 | $1.87M | 0.00% | +7,614+24.7% | Added |
| Treasurer of the State of North Carolina | 38,546 | $1.87M | 0.01% | −2,814−6.8% | Reduced |
| National Bank of Canada | 39,034 | $1.90M | 0.00% | +15,683+67.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,439 | $1.96M | 0.02% | −922−2.2% | Reduced |
| Jefferies Financial Group Inc. | 40,842 | $1.98M | 0.02% | +40,842 | New |
| AMG National Trust Bank | 41,663 | $2.02M | 0.05% | −2,551−5.8% | Reduced |
| Teacher Retirement System of Texas | 42,173 | $2.05M | 0.01% | −1,448−3.3% | Reduced |
| LPL Financial LLC | 44,440 | $2.16M | 0.00% | −16,200−26.7% | Reduced |
| Envestnet Asset Management Inc | 44,794 | $2.18M | 0.00% | −37,383−45.5% | Reduced |
| Moran Wealth Management, LLC | 45,794 | $2.22M | 0.07% | −3,276−6.7% | Reduced |
| Bryn Mawr Trust Co | 46,085 | $2.24M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 46,275 | $2.25M | 0.01% | +6,315+15.8% | Added |
| Argent Trust Co | 47,400 | $2.30M | 0.08% | +547+1.2% | Added |
| Oliver Luxxe Assets LLC | 47,628 | $2.31M | 0.35% | +235+0.5% | Added |
| Paulson Wealth Management Inc. | 48,762 | $2.37M | 0.55% | 00.0% | Unchanged |
| M&T Bank Corp | 49,835 | $2.42M | 0.01% | +736+1.5% | Added |
| Jackson Hole Capital Partners, LLC | 52,779 | $2.56M | 0.44% | −1,792−3.3% | Reduced |
| Lesa Sroufe & Co | 52,834 | $2.57M | 1.91% | −20.0% | Reduced |
| Stifel Financial Corp | 53,025 | $2.57M | 0.00% | +5,435+11.4% | Added |
| STRS Ohio | 55,204 | $2.68M | 0.01% | +40.0% | Added |
| Illinois Municipal Retirement Fund | 55,266 | $2.68M | 0.03% | −8,087−12.8% | Reduced |
| Leuthold Group, LLC | 55,271 | $2.68M | 0.29% | +49,677+888.0% | Added |
| Callahan Advisors, LLC | 56,271 | $2.73M | 0.22% | −2,413−4.1% | Reduced |
| First National Trust Co | 57,194 | $2.78M | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 58,059 | $2.82M | 0.04% | +58,059 | New |
| Lighthouse Investment Partners, LLC | 59,436 | $2.89M | 0.10% | +59,436 | New |
| Van Berkom & Associates Inc. | 60,317 | $2.93M | 0.08% | +4,986+9.0% | Added |
| Los Angeles Capital Management LLC | 60,701 | $2.96M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 61,843 | $3.00M | 0.65% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 66,102 | $3.21M | 0.01% | +2,262+3.5% | Added |
| SEI Investments Co | 66,217 | $3.22M | 0.00% | −4,261−6.0% | Reduced |
| Wells Fargo & Company | 68,642 | $3.33M | 0.00% | +2,232+3.4% | Added |
| Algert Global LLC | 72,520 | $3.52M | 0.05% | +37,130+104.9% | Added |
| Credit Agricole S A | 77,517 | $3.76M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 78,642 | $3.82M | 0.00% | −44,566−36.2% | Reduced |
| Barclays PLC | 80,483 | $3.91M | 0.00% | +51,644+179.1% | Added |
| Alps Advisors Inc | 84,358 | $4.10M | 0.02% | −5,534−6.2% | Reduced |
| Qube Research & Technologies Ltd | 88,131 | $4.28M | 0.01% | +88,131 | New |
| Rhumbline Advisers | 88,158 | $4.28M | 0.00% | −18,321−17.2% | Reduced |
| California State Teachers Retirement System | 89,443 | $4.34M | 0.00% | +1,255+1.4% | Added |
| Legal & General Group Plc | 92,509 | $4.49M | 0.00% | −8,696−8.6% | Reduced |
| D. E. Shaw & Co., Inc. | 96,761 | $4.70M | 0.00% | −45,068−31.8% | Reduced |
| Colony Group, LLC | 100,735 | $4.89M | 0.01% | +122+0.1% | Added |
| State Board of Administration of Florida Retirement System | 106,249 | $5.16M | 0.01% | −7,170−6.3% | Reduced |
| State of Wisconsin Investment Board | 106,611 | $5.18M | 0.01% | −554−0.5% | Reduced |
| Freemont Management S.A. | 116,205 | $5.64M | 1.11% | +77,100+197.2% | Added |
| Cambiar Investors LLC | 122,970 | $5.97M | 0.27% | +14,374+13.2% | Added |
| ExodusPoint Capital Management, LP | 125,005 | $6.07M | 0.07% | +125,005 | New |
| Nomura Asset Management International Inc. | 128,617 | $6.25M | 0.01% | +128,617 | New |
| Capital Fund Management S.A. | 134,459 | $6.53M | 0.06% | +59,214+78.7% | Added |
| Point72 Asset Management, L.P. | 134,480 | $6.53M | 0.01% | +24,131+21.9% | Added |
| Russell Investments Group, Ltd. | 134,514 | $6.53M | 0.01% | −4,309−3.1% | Reduced |
| JPMorgan Chase & Co | 144,846 | $7.03M | 0.00% | +15,675+12.1% | Added |
| Two Sigma Advisers, LP | 155,000 | $7.53M | 0.01% | +22,500+17.0% | Added |
| Dark Forest Capital Management LP | 174,421 | $8.47M | 0.39% | +155,909+842.2% | Added |
| Purpose Unlimited Inc. | 176,526 | $8.57M | 0.39% | +176,526 | New |
| TD Asset Management Inc | 178,961 | $8.69M | 0.01% | +7,751+4.5% | Added |
| Buck Wealth Strategies, LLC | 180,962 | $8.79M | 1.12% | +180,962 | New |
| State of Alaska, Department of Revenue | 181,368 | $8.81M | 0.09% | +10,211+6.0% | Added |
| Bokf, NA | 185,196 | $8.99M | 0.14% | −35,247−16.0% | Reduced |
| California Public Employees Retirement System | 185,834 | $9.02M | 0.01% | −9,886−5.1% | Reduced |
| Swiss National Bank | 186,000 | $9.03M | 0.01% | +3,500+1.9% | Added |
| Amica Mutual Insurance Co | 189,903 | $9.22M | 0.80% | +71,875+60.9% | Added |
| Crestwood Advisors Group LLC | 196,848 | $9.56M | 0.16% | +13,199+7.2% | Added |
| Squarepoint Ops LLC | 197,134 | $9.57M | 0.02% | +197,134 | New |
| Swedbank AB | 207,000 | $10.1M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 208,203 | $10.1M | 0.01% | +137,244+193.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 218,412 | $10.6M | 0.16% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 227,030 | $11.0M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 257,311 | $12.5M | 0.07% | −112,661−30.5% | Reduced |
| Susquehanna International Group, LLP | 259,128 | $12.6M | 0.02% | +31,199+13.7% | Added |
| Penn Capital Management Co Inc | 261,866 | $12.8M | 1.02% | −12,941−4.7% | Reduced |
| UBS Asset Management Americas Inc | 262,748 | $12.8M | 0.00% | −51,482−16.4% | Reduced |
| Jane Street Group, LLC | 263,246 | $12.8M | 0.02% | +27,866+11.8% | Added |
| GW Henssler & Associates Ltd | 290,405 | $14.1M | 0.68% | −13,926−4.6% | Reduced |
| Basswood Capital Management, L.L.C. | 293,883 | $14.3M | 0.63% | +104,067+54.8% | Added |
| Nuveen, LLC | 298,710 | $14.5M | 0.00% | +3,114+1.1% | Added |
| Woodline Partners LP | 314,530 | $15.3M | 0.06% | +314,530 | New |
| Citigroup Inc | 329,085 | $16.0M | 0.01% | −29,133−8.1% | Reduced |