New Positions
9 managers initiated
Top five by reported value
Lazard Inc NEW YORK STOCK EXCHANGE, INC.:LAZ
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
9 new17 added13 reduced6 exited
Total Institutional Holders
39
as of 2025-12-31
Top Holder
MORGAN STANLEY
$8.4M
Largest QoQ Increase
EVOLVE PRIVATE WEALTH, LLC
+37,833 sh
Largest QoQ Decrease
WELLS FARGO & COMPANY/MN
-84,600 sh
New Positions(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EVOLVE PRIVATE WEALTH, LLC | 37,833 | +37,833 | $659.8K | +$659.8K | — |
| Shaker Financial Services, LLC | 32,158 | +32,158 | $560.8K | +$560.8K | — |
| PMG Family Office LLC | 18,068 | +18,068 | $315.1K | +$315.1K | — |
| CARY STREET PARTNERS FINANCIAL LLC | 11,661 | +11,661 | $203.4K | +$203.4K | — |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11,450 | +11,450 | $199.7K | +$199.7K | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,794 | +10,794 | $188.3K | +$188.3K | — |
| Kestra Advisory Services, LLC | 2,176 | +2,176 | $37.9K | +$37.9K | — |
| Allworth Financial LP | 2,000 | +2,000 | $34.9K | +$34.9K | — |
| CWM, LLC | 154 | +154 | $3 | +$3 | — |
Added To(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 207,626 | +33,094 | $3.6M | +$601.6K | 19.0% |
| Royal Bank of Canada | 110,312 | +25,112 | $1.9M | +$547.0K | 29.5% |
| GUGGENHEIM CAPITAL LLC | 186,466 | +28,549 | $3.3M | +$520.0K | 18.1% |
| MORGAN STANLEY | 482,845 | +7,491 | $8.4M | +$197.2K | 1.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,363 | +6,154 | $486.5K | +$113.7K | 29.0% |
| STIFEL FINANCIAL CORP | 120,201 | +4,846 | $2.1M | +$100.7K | 4.2% |
| Steward Partners Investment Advisory, LLC | 47,205 | +5,046 | $823.3K | +$93.9K | 12.0% |
| AMERIPRISE FINANCIAL INC | 17,812 | +1,518 | $310.6K | +$28.7K | 9.3% |
| FLAGSHIP HARBOR ADVISORS, LLC | 29,322 | +1,340 | $511.4K | +$27.3K | 4.8% |
| MAI Capital Management | 6,949 | +1,500 | $121.2K | +$26.9K | 27.5% |
| Mezzasalma Advisors, LLC | 32,365 | +617 | $564.8K | +$15.5K | 1.9% |
| CoreCap Advisors, LLC | 14,955 | +530 | $260.8K | +$11.3K | 3.7% |
| ADVISOR GROUP HOLDINGS, INC. | 58,901 | +333 | $1.0M | +$8.7K | 0.6% |
| ADAPT WEALTH ADVISORS, LLC | 36,404 | +179 | $634.9K | +$8.2K | 0.5% |
| Waverly Advisors, LLC | 15,241 | +119 | $265.8K | +$4.2K | 0.8% |
| HARBOUR INVESTMENTS, INC. | 338 | +238 | $5.9K | +$4.2K | 238.0% |
| NBC SECURITIES, INC. | 918 | +23 | $16.0K | +$526 | 2.6% |
Reduced(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 102,906 | -84,600 | $1.8M | -$1.4M | -45.1% |
| UBS Group AG | 42,835 | -15,130 | $747.0K | -$255.8K | -26.1% |
| BENJAMIN EDWARDS INC | 37,190 | -6,069 | $648.7K | -$99.8K | -14.0% |
| Strategic Advocates LLC | 28,059 | -4,885 | $491.9K | -$78.1K | -14.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,890 | -2,238 | $50.4K | -$38.3K | -43.6% |
| NewEdge Advisors, LLC | 18,845 | -1,337 | $328.7K | -$20.5K | -6.6% |
| LPL Financial LLC | 171,687 | -2,573 | $3.0M | -$20.5K | -1.5% |
| BANK OF AMERICA CORP /DE/ | 31,073 | -1,397 | $541.9K | -$19.8K | -4.3% |
| BRYN MAWR TRUST Co | 14,353 | 0 | $250.3K | +$2.0K | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,175 | 0 | $125.1K | +$1.0K | 0.0% |
| Atlantic Union Bankshares Corp | 725 | 0 | $12.6K | +$101 | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 170 | 0 | $3.0K | +$24 | 0.0% |
| Parallel Advisors, LLC | 159 | 0 | $2.8K | +$22 | 0.0% |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 0 | -17,275 | $0 | -$298.9K | — |
| TRANSCEND CAPITAL ADVISORS, LLC | 0 | -11,661 | $0 | -$201.7K | — |
| GPS Wealth Strategies Group, LLC | 0 | -2,930 | $0 | -$50.7K | — |
| Pathway Financial Advisers, LLC | 0 | -750 | $0 | -$13.0K | — |
| JONES FINANCIAL COMPANIES LLLP | 0 | -554 | $0 | -$9.5K | — |
| HRT FINANCIAL LP | 0 | -16,770 | $0 | -$290 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| MORGAN STANLEY | 482,845 | $8.4M | +7,491 | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 207,626 | $3.6M | +33,094 | 19.0% |
| GUGGENHEIM CAPITAL LLC | 186,466 | $3.3M | +28,549 | 18.1% |
| LPL Financial LLC | 171,687 | $3.0M | -2,573 | -1.5% |
| STIFEL FINANCIAL CORP | 120,201 | $2.1M | +4,846 | 4.2% |
| Royal Bank of Canada | 110,312 | $1.9M | +25,112 | 29.5% |
| WELLS FARGO & COMPANY/MN | 102,906 | $1.8M | -84,600 | -45.1% |
| ADVISOR GROUP HOLDINGS, INC. | 58,901 | $1.0M | +333 | 0.6% |
| Steward Partners Investment Advisory, LLC | 47,205 | $823.3K | +5,046 | 12.0% |
| UBS Group AG | 42,835 | $747.0K | -15,130 | -26.1% |
| EVOLVE PRIVATE WEALTH, LLC | 37,833 | $659.8K | +37,833 | — |
| BENJAMIN EDWARDS INC | 37,190 | $648.7K | -6,069 | -14.0% |
| ADAPT WEALTH ADVISORS, LLC | 36,404 | $634.9K | +179 | 0.5% |
| Mezzasalma Advisors, LLC | 32,365 | $564.8K | +617 | 1.9% |
| Shaker Financial Services, LLC | 32,158 | $560.8K | +32,158 | — |
| BANK OF AMERICA CORP /DE/ | 31,073 | $541.9K | -1,397 | -4.3% |
| FLAGSHIP HARBOR ADVISORS, LLC | 29,322 | $511.4K | +1,340 | 4.8% |
| Strategic Advocates LLC | 28,059 | $491.9K | -4,885 | -14.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,363 | $486.5K | +6,154 | 29.0% |
| NewEdge Advisors, LLC | 18,845 | $328.7K | -1,337 | -6.6% |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for LAZ against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.