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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 48,762 | $2.37M | 0.55% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 47,628 | $2.31M | 0.35% | +235+0.5% | Added |
| Argent Trust Co | 47,400 | $2.30M | 0.08% | +547+1.2% | Added |
| State of New Jersey Common Pension Fund D | 46,275 | $2.25M | 0.01% | +6,315+15.8% | Added |
| Bryn Mawr Trust Co | 46,085 | $2.24M | 0.05% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 45,794 | $2.22M | 0.07% | −3,276−6.7% | Reduced |
| Envestnet Asset Management Inc | 44,794 | $2.18M | 0.00% | −37,383−45.5% | Reduced |
| LPL Financial LLC | 44,440 | $2.16M | 0.00% | −16,200−26.7% | Reduced |
| Teacher Retirement System of Texas | 42,173 | $2.05M | 0.01% | −1,448−3.3% | Reduced |
| AMG National Trust Bank | 41,663 | $2.02M | 0.05% | −2,551−5.8% | Reduced |
| Jefferies Financial Group Inc. | 40,842 | $1.98M | 0.02% | +40,842 | New |
| Police & Firemen's Retirement System of New Jersey | 40,439 | $1.96M | 0.02% | −922−2.2% | Reduced |
| National Bank of Canada | 39,034 | $1.90M | 0.00% | +15,683+67.2% | Added |
| Treasurer of the State of North Carolina | 38,546 | $1.87M | 0.01% | −2,814−6.8% | Reduced |
| Franklin Resources Inc | 38,499 | $1.87M | 0.00% | +7,614+24.7% | Added |
| Raymond James Financial Inc | 38,483 | $1.87M | 0.00% | +913+2.4% | Added |
| Robertson Stephens Wealth Management, LLC | 38,220 | $1.86M | 0.05% | +38,220 | New |
| SG Americas Securities, LLC | 37,352 | $1.81M | 0.00% | +15,011+67.2% | Added |
| Alliancebernstein L.P. | 37,234 | $1.81M | 0.00% | −140,418−79.0% | Reduced |
| Creative Planning | 36,248 | $1.76M | 0.00% | +15,629+75.8% | Added |
| Thrivent Financial for Lutherans | 33,642 | $1.63M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 29,821 | $1.45M | 0.02% | −34,669−53.8% | Reduced |
| Riverwater Partners LLC | 29,801 | $1.45M | 0.56% | +12,373+71.0% | Added |
| Public Employees Retirement System of Ohio | 29,189 | $1.42M | 0.00% | −1,217−4.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 29,007 | $1.41M | 0.33% | +29,007 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,911 | $1.36M | 0.00% | +1,300+4.9% | Added |
| Natixis Advisors, L.P. | 27,572 | $1.34M | 0.00% | +109+0.4% | Added |
| Brinker Capital Investments, LLC | 26,490 | $1.29M | 0.01% | −575−2.1% | Reduced |
| CWM, LLC | 26,327 | $1.28M | 0.00% | +3,320+14.4% | Added |
| Arizona State Retirement System | 26,295 | $1.28M | 0.01% | −1,564−5.6% | Reduced |
| Truist Financial Corp | 25,077 | $1.22M | 0.00% | −1,033−4.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 25,070 | $1.22M | 0.28% | −3,455−12.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 24,687 | $1.20M | 0.00% | +1,766+7.7% | Added |
| Great Lakes Retirement, Inc. | 24,229 | $1.18M | 0.12% | +1,646+7.3% | Added |
| Oppenheimer & Co Inc | 23,749 | $1.15M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,694 | $1.15M | 0.00% | −1,820−7.1% | Reduced |
| Deutsche Bank AG | 23,598 | $1.15M | 0.00% | −3,285−12.2% | Reduced |
| American Century Companies Inc | 23,486 | $1.14M | 0.00% | −13,934−37.2% | Reduced |
| Tounjian Advisory Partners, LLC | 23,444 | $1.14M | 0.39% | −176−0.7% | Reduced |
| Altfest L J & Co Inc | 23,392 | $1.14M | 0.12% | +23,392 | New |
| Cetera Investment Advisers | 22,432 | $1.09M | 0.00% | −3,611−13.9% | Reduced |
| Mork Capital Management, LLC | 22,250 | $1.08M | 0.66% | +22,250 | New |
| Segall Bryant & Hamill, LLC | 22,200 | $1.08M | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 22,086 | $1.07M | 0.38% | +1,015+4.8% | Added |
| Mackenzie Financial Corp | 21,155 | $1.04M | 0.00% | −326,409−93.9% | Reduced |
| Intercapital, LLC | 20,500 | $995.5K | 0.52% | +20,500 | New |
| Captrust Financial Advisors | 20,325 | $987.0K | 0.00% | +8,747+75.5% | Added |
| KLP Kapitalforvaltning AS | 20,200 | $980.9K | 0.00% | +500+2.5% | Added |
| Greenwood Capital Associates LLC | 20,139 | $978.0K | 0.11% | +1,041+5.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 18,608 | $903.6K | 0.04% | −4,255−18.6% | Reduced |
| Handelsbanken Fonder AB | 18,500 | $898.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 17,622 | $856.0K | 0.02% | +17,622 | New |
| Calton & Associates, Inc. | 31,154 | $854.5K | 0.13% | +596+2.0% | Added |
| Atom Investors LP | 17,437 | $846.7K | 0.07% | −19,704−53.1% | Reduced |
| Manufacturers Life Insurance Company, The | 16,468 | $799.7K | 0.00% | +679+4.3% | Added |
| Entropy Technologies, LP | 16,153 | $784.4K | 0.04% | +16,153 | New |
| Frank, Rimerman Advisors LLC | 16,079 | $780.8K | 0.05% | −24−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 15,715 | $763.1K | 0.12% | +1,625+11.5% | Added |
| Future Fund LLC | 14,807 | $719.0K | 0.25% | −2,016−12.0% | Reduced |
| Pictet Asset Management Holding SA | 14,752 | $716.4K | 0.00% | +1,043+7.6% | Added |
| Lecap Asset Management Ltd | 14,563 | $707.2K | 0.28% | −1,077−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 14,475 | $703.1K | 0.00% | −15,275−51.3% | Reduced |
| Banque Pictet & Cie SA | 13,421 | $651.7K | 0.01% | −3,157−19.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,963 | $629.5K | 0.02% | −136−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 12,795 | $621.3K | 0.16% | +455+3.7% | Added |
| CI Private Wealth, LLC | 12,682 | $615.8K | 0.00% | +12,682 | New |
| Bridgewater Associates, LP | 12,307 | $597.6K | 0.00% | −6,059−33.0% | Reduced |
| Lawood & Co | 12,070 | $586.1K | 0.56% | +12,070 | New |
| Keybank National Association | 11,983 | $581.9K | 0.00% | +1,703+16.6% | Added |
| Caption Management, LLC | 11,900 | $577.9K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,878 | $576.8K | 0.08% | −21−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 11,595 | $563.1K | 0.01% | +11,595 | New |
| NewEdge Wealth, LLC | 11,060 | $537.1K | 0.01% | +8+0.1% | Added |
| Bleakley Financial Group, LLC | 10,822 | $525.5K | 0.01% | −61−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 9,899 | $480.7K | 0.00% | +2,970+42.9% | Added |
| Neuberger Berman Group LLC | 9,749 | $473.4K | 0.00% | +1,402+16.8% | Added |
| EntryPoint Capital, LLC | 9,665 | $469.3K | 0.18% | +9,665 | New |
| Pathstone Holdings, LLC | 9,620 | $467.1K | 0.00% | +30.0% | Added |
| Quantbot Technologies LP | 9,501 | $461.4K | 0.02% | +9,501 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,234 | $448.4K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,556 | $435.4K | 0.00% | −515−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,825 | $428.6K | 0.00% | +1,354+18.1% | Added |
| Baird Financial Group, Inc. | 8,736 | $424.2K | 0.00% | −2,238−20.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,586 | $416.9K | 0.00% | +685+8.7% | Added |
| Private Advisor Group, LLC | 8,514 | $413.4K | 0.00% | +4,234+98.9% | Added |
| TD Private Client Wealth LLC | 8,433 | $409.5K | 0.01% | −1,642−16.3% | Reduced |
| Davenport & Co LLC | 8,342 | $405.1K | 0.00% | +100+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,207 | $398.5K | 0.00% | −1,076−11.6% | Reduced |
| North Star Investment Management Corp. | 8,125 | $394.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,909 | $384.1K | 0.01% | +3,988+101.7% | Added |
| Campbell & CO Investment Adviser LLC | 7,775 | $377.6K | 0.02% | +7,775 | New |
| Jump Financial, LLC | 7,700 | $373.9K | 0.00% | +7,700 | New |
| Tradition Wealth Management, LLC | 7,695 | $373.7K | 0.03% | −1,780−18.8% | Reduced |
| O'Rourke & Company, Inc | 7,674 | $372.7K | 0.14% | −93−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,484 | $363.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 7,463 | $362.4K | 0.10% | −6,122−45.1% | Reduced |
| Hilltop National Bank | 7,441 | $361.3K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 7,135 | $346.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 6,983 | $339.0K | 0.00% | +991+16.5% | Added |
| Rockefeller Capital Management L.P. | 6,862 | $333.2K | 0.00% | +2,106+44.3% | Added |