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 |
|---|---|---|---|---|---|
| International Private Wealth Advisors LLC | 6,688 | $324.7K | 0.20% | +307+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,496 | $315.0K | 0.00% | +1,158+21.7% | Added |
| Xponance, Inc. | 6,454 | $313.4K | 0.00% | +232+3.7% | Added |
| Infrastructure Capital Advisors, LLC | 6,397 | $310.6K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,390 | $310.3K | 0.00% | −3,628−36.2% | Reduced |
| Axq Capital, LP | 6,216 | $301.8K | 0.07% | +6,216 | New |
| Bayforest Capital Ltd | 6,078 | $295.1K | 0.22% | +6,078 | New |
| Armistice Capital, LLC | 6,064 | $294.5K | 0.01% | +6,064 | New |
| Prosperity Consulting Group, LLC | 6,036 | $293.1K | 0.01% | −244−3.9% | Reduced |
| Everhart Financial Group, Inc. | 5,916 | $287.3K | 0.03% | −86−1.4% | Reduced |
| Z3 Capital Partners, LLC | 5,905 | $286.7K | 0.07% | +5,905 | New |
| Amundi | 5,734 | $278.4K | 0.00% | +5,734 | New |
| Rothschild Investment LLC | 5,538 | $268.9K | 0.01% | +38+0.7% | Added |
| Ascent Group, LLC | 5,469 | $265.6K | 0.01% | −3,132−36.4% | Reduced |
| Utah Retirement Systems | 4,911 | $238.5K | 0.00% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 4,863 | $236.1K | 0.09% | +4,863 | New |
| Mach-1 Financial Group, Inc. | 4,853 | $235.7K | 0.05% | +4,853 | New |
| Jones Financial Companies LLLP | 4,820 | $234.0K | 0.00% | +140+3.0% | Added |
| Global Retirement Partners, LLC | 4,740 | $230.2K | 0.00% | +4,358+1,140.8% | Added |
| Strategic Wealth Partners, Ltd. | 4,629 | $230.0K | 0.02% | −210−4.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,700 | $228.2K | 0.00% | −5,750−55.0% | Reduced |
| Advisors Asset Management, Inc. | 4,675 | $227.0K | 0.00% | −141−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,603 | $223.5K | 0.04% | −730−13.7% | Reduced |
| Maryland State Retirement & Pension System | 4,587 | $222.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,524 | $219.7K | 0.00% | −8,717−65.8% | Reduced |
| Sterling Capital Management LLC | 4,515 | $219.2K | 0.00% | −97−2.1% | Reduced |
| King Wealth | 4,500 | $219.0K | 0.03% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 4,500 | $218.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,459 | $216.5K | 0.00% | +3,656+455.3% | Added |
| Swiss Life Asset Management Ltd | 4,416 | $214.4K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,355 | $211.5K | 0.00% | +4,355 | New |
| Assetmark, Inc | 4,292 | $208.4K | 0.00% | −247−5.4% | Reduced |
| Quest Partners LLC | 3,922 | $190.5K | 0.01% | +27+0.7% | Added |
| State of Wyoming | 3,673 | $178.4K | 0.02% | +2,863+353.5% | Added |
| The PNC Financial Services Group, Inc. | 3,450 | $167.5K | 0.00% | −202−5.5% | Reduced |
| Simplex Trading, LLC | 3,307 | $160.6K | 0.00% | +3,307 | New |
| Delta Asset Management LLC | 3,000 | $145.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,989 | $145.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,294 | $111.4K | 0.00% | +353+18.2% | Added |
| Comerica Bank | 2,042 | $99.2K | 0.00% | −247−10.8% | Reduced |
| Parallel Advisors, LLC | 1,840 | $89.3K | 0.00% | +10+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,564 | $76.0K | 0.00% | +1,564 | New |
| 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 |
| Nomura Asset Management Co Ltd | 1,420 | $69.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,397 | $67.8K | 0.00% | +104+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,335 | $64.8K | 0.00% | −100−7.0% | Reduced |
| US Bancorp | 1,306 | $63.4K | 0.00% | −282−17.8% | Reduced |
| Broadwater Capital Management LLC | 1,240 | $60.2K | 0.04% | −1,860−60.0% | Reduced |
| Farther Finance Advisors, LLC | 1,160 | $56.3K | 0.00% | +69+6.3% | Added |
| GAMMA Investing LLC | 1,136 | $55.2K | 0.00% | +133+13.3% | Added |
| Roxbury Financial LLC | 1,034 | $50.2K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 997 | $48.4K | 0.00% | −125−11.1% | Reduced |
| IFP Advisors, Inc | 980 | $47.6K | 0.00% | +157+19.1% | Added |
| Geneos Wealth Management Inc. | 897 | $43.6K | 0.00% | −20−2.2% | Reduced |
| HM Payson & Co | 822 | $39.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 815 | $39.6K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 800 | $38.8K | 0.01% | +800 | New |
| SRS Capital Advisors, Inc. | 720 | $35.0K | 0.00% | −514−41.7% | Reduced |
| Wellington-Altus USA Inc. | 712 | $34.6K | 0.03% | +712 | New |
| Costello Asset Management, INC | 700 | $34.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 651 | $31.6K | 0.03% | +651 | New |
| Sound Income Strategies, LLC | 590 | $31.5K | 0.00% | +220+59.5% | Added |
| Covestor Ltd | 645 | $31.0K | 0.02% | −134−17.2% | Reduced |
| Signaturefd, LLC | 612 | $29.7K | 0.00% | +94+18.1% | Added |
| Kestra Advisory Services, LLC | 541 | $26.3K | 0.00% | +541 | New |
| Allworth Financial LP | 519 | $25.2K | 0.00% | +181+53.6% | Added |
| TD Capital Management LLC | 515 | $25.0K | 0.00% | +5+1.0% | Added |
| SageView Advisory Group, LLC | 497 | $24.1K | 0.00% | +497 | New |
| Bessemer Group Inc | 497 | $24.0K | 0.00% | −450−47.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458 | $22.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 424 | $21.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 434 | $21.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $20.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 430 | $20.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 410 | $19.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 406 | $19.7K | 0.00% | +151+59.2% | Added |
| Central Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 366 | $17.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 317 | $15.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 231 | $11.2K | 0.00% | +10+4.5% | Added |
| Root Financial Partners, LLC | 230 | $11.2K | 0.00% | +13+6.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 222 | $10.8K | 0.00% | +65+41.4% | Added |
| FIL Ltd | 205 | $9.96K | 0.00% | +106+107.1% | Added |
| Atlantic Union Bankshares Corp | 200 | $9.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 199 | $9.66K | 0.00% | +18+9.9% | Added |
| Legacy Wealth Managment, LLC | 195 | $9.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 167 | $8.11K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 154 | $7.48K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 143 | $7.26K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $5.83K | 0.00% | +120 | New |
| GoalVest Advisory LLC | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $4.86K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 95 | $4.61K | 0.00% | +11+13.1% | Added |
| Essential Partners LLC | 93 | $4.52K | 0.00% | +60+181.8% | Added |
| Quent Capital, LLC | 89 | $4.32K | 0.00% | +44+97.8% | Added |
| City State Bank | 75 | $3.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 75 | $3.64K | 0.00% | +63+525.0% | Added |