LazardLAZ

13F holders, Q2 2025 (June 30)
299holders +13
54new positions
41sold out
6famous investors
$47.89avg. 13F price*

At the end of Q2 2025, 299 institutions reported holding Lazard Inc. (LAZ) in their 13F filings, up 13 from Q1 2025. 54 opened new positions and 41 sold out. The largest holders were FMR LLC ($540.5M), Vanguard Group Inc. ($524.7M) and BlackRock, Inc. ($367.6M). 6 famous investors held it, including John W. Rogers Jr. (3.1% of Ariel Investments's portfolio), George Soros (0.2% of Soros Fund Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Lazard Inc.
CUSIP
52110M109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 221Q1 2024Q2 2024: 255Q2 2024Q3 2024: 271Q3 2024Q4 2024: 291Q4 2024Q1 2025: 286Q1 2025Q2 2025: 299Q2 2025Q3 2025: 338Q3 2025Q4 2025: 334Q4 2025Q1 2026: 335Q1 2026Q2 2026: 344Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions54$114.2M
Exits41$116.7M

All 13F filers, Q1 2025 → Q2 2025: 6,778,395 shares bought and 8,439,304 shares sold, net −1,660,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 299 holders

FMR LLC 0.03% Add +1.7% 11,265,332 $540.5M
Vanguard Group Inc. 0.01% Add +2.6% 10,935,547 $524.7M
BlackRock, Inc. 0.01% Reduce -8.7% 7,661,478 $367.6M
T. Rowe Price Associates Inc. 0.04% Add +13.5% 6,923,540 $332.2M
Ariel Investments 3.13% Add +2.4% 5,753,997 $276.1M
Geode Capital Management, LLC 0.01% Reduce -1.8% 2,385,795 $114.5M
Capital Research Global Investors 0.02% Reduce -37.5% 2,366,311 $113.5M
State Street Corp. 0.00% Add +9.3% 2,108,229 $101.2M
Victory Capital Management Inc. 0.06% Add +16.4% 1,914,491 $91.9M
Principal Financial Group Inc. 0.05% Reduce -0.3% 1,778,378 $85.3M
Fisher Asset Management 0.03% Reduce -6.7% 1,701,913 $81.7M
Ameriprise Financial Inc. 0.02% Add +0.1% 1,692,085 $81.2M
Epoch Investment Partners, Inc. 0.41% Reduce -0.3% 1,643,191 $78.8M
Morgan Stanley 0.01% Reduce -24.9% 1,640,033 $78.7M
Dimensional Fund Advisors LP 0.02% Add +14.8% 1,518,519 $72.9M
Norges Bank 0.01% Add +0.7% 1,386,969 $66.5M
Janus Henderson Group PLC 0.03% Reduce -8.3% 1,356,602 $65.1M
Invesco Ltd. 0.01% Reduce -5.7% 1,209,569 $58.0M
Voya Investment Management LLC 0.06% Reduce -14.4% 1,042,557 $50.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.8% 1,033,578 $49.6M
Royal Bank of Canada 0.01% Reduce -13.3% 936,308 $44.9M
Royce & Associates LP 0.45% Add +7.4% 910,174 $43.7M
Goldman Sachs Group Inc. 0.01% Add +10.6% 840,129 $40.3M
Balyasny Asset Management L.P. 0.08% New 714,977 $34.3M
Bank of New York Mellon Corp 0.01% Reduce -4.8% 643,959 $30.9M
Northern Trust Corp. 0.00% Reduce -12.4% 623,372 $29.9M
Federated Hermes, Inc. 0.05% Reduce -9.6% 584,912 $28.1M
FIL Ltd 0.02% Add +44.3% 553,643 $26.6M
No Street GP LP 1.97% Reduce -15.4% 550,000 $26.4M
Ranger Investment Management, L.P. 1.69% Add +43.5% 505,385 $24.2M
Bank of America Corp. 0.00% Reduce -3.9% 488,657 $23.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +90.7% 454,289 $21.8M
Crawford Investment Counsel Inc. 0.31% Add +2.4% 373,731 $17.9M
Citigroup Inc. 0.01% Add +2.5% 367,851 $17.6M
AE Wealth Management LLC 0.12% New 338,550 $16.2M
First Trust Advisors LP 0.01% Reduce -57.4% 310,439 $14.9M
GW Henssler & Associates Ltd. 0.79% New 307,869 $14.8M
Susquehanna International Group, LLP 0.02% Add +31.1% 304,968 $14.6M
Two Sigma Advisers, LP 0.03% Reduce -63.8% 304,700 $14.6M
Envestnet Asset Management Inc. 0.00% Add +5.2% 302,439 $14.5M
UBS Group AG 0.00% Add +20.5% 289,215 $13.9M
MetLife Investment Management, LLC 0.08% Add +4391.1% 288,554 $13.8M
Penn Capital Management Company, LLC 0.96% Reduce -31.0% 231,724 $11.1M
O'Keefe Stevens Advisory, Inc. 2.95% Add +1.8% 218,890 $10.5M
Susquehanna Portfolio Strategies, LLC 0.23% New 218,412 $10.5M
Bokf, NA 0.17% Add +234.4% 212,282 $10.2M
New York State Common Retirement Fund 0.01% Reduce -22.0% 210,458 $10.1M
Swedbank AB 0.01% No change 207,000 $9.9M
California Public Employees Retirement System 0.01% Add +1.3% 205,802 $9.9M
Alliancebernstein L.P. 0.00% Add +424.3% 201,384 $9.7M
Basswood Capital Management, L.L.C. 0.47% No change 195,076 $9.4M
Nuveen, LLC 0.00% Reduce -24.1% 192,817 $9.3M
Macquarie Group Ltd. 0.01% Add +49.7% 188,524 $9.0M
Crestwood Advisors Group, LLC 0.16% Add +1.4% 183,624 $8.8M
TD Asset Management Inc 0.01% Add +0.6% 182,132 $8.7M
Swiss National Bank 0.00% Reduce -2.0% 171,700 $8.2M
State of Alaska, Department of Revenue 0.09% No change 166,415 $8.0M
Cambiar Investors LLC 0.33% New 162,513 $7.8M
Soros Fund Management 0.21% Add +20.0% 160,750 $7.7M
Citadel Advisors 0.01% Add +2637.7% 136,447 $6.5M
Jane Street Group, LLC 0.01% Add +27.6% 136,015 $6.5M
ExodusPoint Capital Management, LP 0.08% New 134,299 $6.4M
JPMorgan Chase & Co. 0.00% Reduce -15.9% 129,894 $6.2M
Stifel Financial Corp. 0.01% Add +29.5% 123,688 $5.9M
Amica Mutual Insurance Co. 0.56% Add +48.2% 120,707 $5.8M
Two Sigma Investments, LP 0.01% Reduce -68.5% 119,332 $5.7M
State Board of Administration of Florida Retirement System 0.01% Add +1.1% 117,930 $5.7M
Russell Investments Group, Ltd. 0.01% Add +27.4% 115,962 $5.6M
Rhumbline Advisers 0.00% Reduce -16.4% 106,725 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -5.5% 106,616 $5.1M
Freemont Management S.A. 0.81% Add +30.6% 102,800 $4.9M
Focus Partners Wealth 0.01% Reduce -2.5% 101,211 $4.9M
Legal & General Group Plc 0.00% Add +3.3% 100,397 $4.8M
California State Teachers Retirement System 0.00% No change 84,620 $4.1M
TD Private Client Wealth LLC 0.09% Add +8.3% 77,839 $3.7M
Capital Fund Management S.A. 0.04% Add +91.7% 75,198 $3.6M
Wells Fargo & Company 0.00% Add +0.1% 67,995 $3.3M
Icon Advisers Inc. 0.72% No change 65,600 $3.1M
Millennium Management 0.00% New 65,376 $3.1M
Sei Investments Co. 0.00% Reduce -25.0% 63,837 $3.1M
AQR Capital Management 0.00% Add +407.7% 63,782 $3.1M
Illinois Municipal Retirement Fund 0.04% Add +350.0% 63,652 $3.1M
Callahan Advisors, LLC 0.25% Add +2.0% 58,960 $2.8M
Janney Montgomery Scott LLC 0.01% Add +0.2% 57,212 $2.7M
First National Trust Co 0.10% Add +62.5% 57,194 $2.7M
Barclays PLC 0.00% Add +50.2% 55,929 $2.7M
Raymond James Financial Inc. 0.00% Reduce -33.9% 55,709 $2.7M
STRS Ohio 0.01% Reduce -28.8% 55,628 $2.7M
M&T Bank Corp 0.01% Reduce -1.1% 55,453 $2.7M
Weiss Asset Management LP 0.05% New 55,430 $2.7M
Moran Wealth Management, LLC 0.08% New 54,000 $2.6M
Lesa Sroufe & Co 2.32% Add +3.1% 52,619 $2.5M
Jackson Hole Capital Partners, LLC 0.46% Add +44.5% 52,343 $2.5M
Treasurer of the State of North Carolina 0.01% Add +2.5% 51,357 $2.5M
Paulson Wealth Management Inc. 0.61% No change 48,762 $2.3M
Argent Trust Co 0.08% Add +2.6% 46,716 $2.2M
Oliver Luxxe Assets LLC 0.40% Add +1.1% 46,592 $2.2M
Wilmington Savings Fund Society, FSB 0.04% No change 46,085 $2.2M
AMG National Trust Bank 0.06% New 43,947 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +11.1% 43,649 $2.1M

"% of holder's portfolio" is LAZ's weight in each manager's 13F, not the share of Lazard Inc. the manager owns.

Show all 299 holders