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 |
|---|---|---|---|---|---|
| UBS Group AG | 332,333 | $16.1M | 0.00% | +126,768+61.7% | Added |
| MetLife Investment Management | 336,588 | $16.3M | 0.08% | +260+0.1% | Added |
| Bank of America Corp | 349,336 | $17.0M | 0.00% | −56,494−13.9% | Reduced |
| Two Sigma Investments, LP | 350,818 | $17.0M | 0.03% | +225,445+179.8% | Added |
| AE Wealth Management LLC | 362,304 | $17.6M | 0.10% | +11,039+3.1% | Added |
| Crawford Investment Counsel Inc | 362,741 | $17.6M | 0.29% | +1,405+0.4% | Added |
| Bank of New York Mellon Corp | 501,754 | $24.4M | 0.00% | −112,095−18.3% | Reduced |
| Algebris (UK) Ltd | 502,730 | $24.4M | 1.94% | +502,730 | New |
| Federated Hermes, Inc. | 518,518 | $25.2M | 0.04% | −55,768−9.7% | Reduced |
| Royal Bank of Canada | 534,058 | $25.9M | 0.00% | −274,793−34.0% | Reduced |
| First Trust Advisors LP | 544,626 | $26.4M | 0.02% | +125,292+29.9% | Added |
| Northern Trust Corp | 572,182 | $27.8M | 0.00% | −20,134−3.4% | Reduced |
| Ranger Investment Management, L.P. | 582,002 | $28.3M | 1.94% | −2,888−0.5% | Reduced |
| Citadel Advisors LLC | 656,289 | $31.9M | 0.02% | +337,501+105.9% | Added |
| Goldman Sachs Group Inc | 861,179 | $41.8M | 0.01% | −1,229−0.1% | Reduced |
| Royce & Associates LP | 896,328 | $43.5M | 0.44% | +51,191+6.1% | Added |
| Charles Schwab Investment Management Inc | 1,048,212 | $50.9M | 0.01% | −4,114−0.4% | Reduced |
| Invesco Ltd. | 1,146,174 | $55.7M | 0.01% | +12,011+1.1% | Added |
| Voya Investment Management LLC | 1,272,464 | $61.8M | 0.06% | +106,642+9.1% | Added |
| Janus Henderson Group PLC | 1,382,751 | $67.1M | 0.03% | +23,284+1.7% | Added |
| Principal Financial Group Inc | 1,480,268 | $71.9M | 0.04% | −108,073−6.8% | Reduced |
| Morgan Stanley | 1,548,429 | $75.2M | 0.00% | +67,230+4.5% | Added |
| Epoch Investment Partners, Inc. | 1,563,208 | $75.9M | 0.43% | −47,404−2.9% | Reduced |
| Norges Bank | 1,650,918 | $80.2M | 0.01% | +1,650,918 | New |
| Dimensional Fund Advisors LP | 1,726,416 | $83.8M | 0.02% | +106,134+6.6% | Added |
| Fisher Asset Management, LLC | 1,760,637 | $85.5M | 0.03% | +38,133+2.2% | Added |
| Ameriprise Financial Inc | 1,830,720 | $88.9M | 0.02% | −53,373−2.8% | Reduced |
| State Street Corp | 1,882,887 | $91.4M | 0.00% | −123,898−6.2% | Reduced |
| Victory Capital Management Inc | 1,929,435 | $93.7M | 0.05% | +39,901+2.1% | Added |
| Geode Capital Management, LLC | 2,357,095 | $114.5M | 0.01% | +6,429+0.3% | Added |
| Capital Research Global Investors | 2,456,726 | $119.3M | 0.02% | +221,214+9.9% | Added |
| Ariel Investments, LLC | 5,296,822 | $257.2M | 2.78% | +50,933+1.0% | Added |
| BlackRock, Inc. | 7,426,222 | $360.6M | 0.01% | +102,040+1.4% | Added |
| Price T Rowe Associates Inc | 8,807,320 | $427.7M | 0.05% | +1,047,869+13.5% | Added |
| Vanguard Group Inc | 11,149,582 | $541.4M | 0.01% | −31,170−0.3% | Reduced |
| FMR LLC | 11,259,460 | $546.8M | 0.03% | +580,855+5.4% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −344,843−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −183,520−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −124,750−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −119,218−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −40,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,318−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −28,555−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,919−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −17,710−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,555−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −9,669−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −9,505−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −6,462−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,366−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Flagship Wealth Advisors, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |