Lazard Ltd (LAZ) Ownership

38.99 ↑0.10 (0.26%)
As of April 26, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lazard Ltd (LAZ), owning a total of 10.5 million shares. Combined, the top 35 institutional holders of LAZ own 75.69% of the company with a total of 66 million shares.

In the latest ownership report on September 30th 2023, the top 35 institutional holders decreased their combined ownership of LAZ by 1 million shares. 12 institutions bought 3,204,381 total additional shares and increased their ownership by an average of 102.74%. However 9 institutions sold 4,218,129 total shares and decreased their ownership by an average of 19.55%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Lazard Ltd decreased by a net total of -1,013,748 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.033%0.405%10,519,78542,4552023-09-30
FMR Inc10.939%4.777%9,563,521436,0342023-09-30
Ariel Investments, LLC8.199%-1.275%7,168,099-92,5632023-09-30
BlackRock Inc4.916%-7.163%4,297,659-331,6032023-09-30
Charles Schwab Investment Management Inc3.232%3.075%2,825,80584,3122023-09-30
State Street Corporation2.577%8.053%2,253,035167,9132023-09-30
Morgan Stanley - Brokerage Accounts2.519%-48.879%2,202,203-2,105,6262023-09-30
TD Global Investment Solutions – TD Epoch2.500%-4.967%2,185,852-114,2542023-09-30
Fisher Asset Management, LLC2.362%-2.048%2,065,005-43,1762023-09-30
Geode Capital Management, LLC1.846%-8.664%1,614,052-153,0962023-09-30
Alyeska Investment Group, L.P.1.243%90.101%1,086,255514,8462023-09-30
UBS Group AG1.166%84.350%1,019,121466,3012023-09-30
HSBC Holdings PLC0.905%264.961%791,158574,3792023-09-30
Royce & Associates, LP0.895%20.244%781,992131,6532023-09-30
Southeastern Asset Management Inc0.816%-59.369%713,694-1,042,8342023-09-30
Invenomic Capital Management, LP0.706%-7.731%616,981-51,6982023-09-30
Citigroup Inc0.631%14.750%551,36070,8712023-09-30
Third Avenue Management LLC0.629%0.000%550,20602023-09-30
Northern Trust Corp0.621%29.215%542,945122,7562023-09-30
Federated Hermes Inc0.600%52.068%524,852179,7082023-09-30
Dimensional Fund Advisors, Inc.0.580%-35.826%507,433-283,2792023-09-30
Goldman Sachs Group Inc0.544%660.929%475,664413,1532023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.033%0.405%10,519,78542,4552023-09-30
FMR Inc10.939%4.777%9,563,521436,0342023-09-30
Ariel Investments, LLC8.199%-1.275%7,168,099-92,5632023-09-30
BlackRock Inc4.916%-7.163%4,297,659-331,6032023-09-30
T. Rowe Price Associates, Inc.3.764%-13.785%3,233,804-517,0492022-09-30
Charles Schwab Investment Management Inc3.232%3.075%2,825,80584,3122023-09-30
Epoch Investment Partners Inc2.782%-3.704%2,366,162-91,0252022-12-31
State Street Corporation2.577%8.053%2,253,035167,9132023-09-30
Morgan Stanley - Brokerage Accounts2.519%-48.879%2,202,203-2,105,6262023-09-30
TD Global Investment Solutions – TD Epoch2.500%-4.967%2,185,852-114,2542023-09-30
Fisher Asset Management, LLC2.362%-2.048%2,065,005-43,1762023-09-30
Geode Capital Management, LLC1.846%-8.664%1,614,052-153,0962023-09-30
LSV Asset Management1.278%-20.171%1,107,307-279,7982023-03-31
Alyeska Investment Group, L.P.1.243%90.101%1,086,255514,8462023-09-30
RWC Asset Management LLP1.212%-3.921%1,052,934-42,9702023-03-31
UBS Group AG1.166%84.350%1,019,121466,3012023-09-30
NORGES BANK0.972%-39.174%841,956-542,2502022-12-31
HSBC Holdings PLC0.905%264.961%791,158574,3792023-09-30
Royce & Associates, LP0.895%20.244%781,992131,6532023-09-30
Southeastern Asset Management Inc0.816%-59.369%713,694-1,042,8342023-09-30
SG Americas Securities, LLC0.779%668.609%681,057592,4482023-06-30
Deutsche Bank AG0.758%394.663%662,972528,9472023-06-30
First Trust Advisors L.P.0.751%-3.934%652,609-26,7262023-03-31
Brandywine Global Investment Mgmt LLC0.743%159.095%645,494396,3602023-03-31
Invenomic Capital Management, LP0.706%-7.731%616,981-51,6982023-09-30
Citigroup Inc0.631%14.750%551,36070,8712023-09-30
Third Avenue Management LLC0.629%0.000%550,20602023-09-30
Northern Trust Corp0.621%29.215%542,945122,7562023-09-30
Federated Hermes Inc0.600%52.068%524,852179,7082023-09-30
Jennison Associates LLC0.587%-12.802%508,563-74,6662023-03-31
Dimensional Fund Advisors, Inc.0.580%-35.826%507,433-283,2792023-09-30
Todd Asset Management0.561%0.434%485,9302,1002023-03-31
Goldman Sachs Group Inc0.544%660.929%475,664413,1532023-09-30
Two Sigma Advisers, LLC0.545%-12.969%473,100-70,5002023-03-31
Qube Research & Technologies0.503%14.522%436,92055,4022023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Lazard Ltd (LAZ), owning a total of 3.4 million shares. Combined, the top 43 mutual fund holders of LAZ own 57.40% of the company with a total of 50 million shares.

In the latest ownership report on March 31st 2024, the top 43 fund holders increased their combined ownership of LAZ by 72 thousand shares. 1 funds bought 3,600 total additional shares and increased their ownership by an average of 0.54%. However 1 funds sold 75,390 total shares and decreased their ownership by an average of 10.58%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lazard Ltd decreased by a net total of -71,790 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ariel Fund Investor2.490%0.000%2,176,68202024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.763%0.543%666,6093,6002024-03-31
Ariel Appreciation Investor0.729%-10.582%637,064-75,3902024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.843%-0.279%3,359,667-9,4062024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.785%1.589%3,308,32451,7492023-03-31
Vanguard Small Cap Index3.158%0.929%2,761,06725,4062024-02-29
Fidelity® Low-Priced Stock3.075%0.000%2,687,99302023-09-30
Fidelity Low-Priced Stock2.987%-0.168%2,611,680-4,3982024-01-31
iShares Select Dividend ETF2.772%0.413%2,423,0999,9712024-03-28
Ariel Fund Investor2.490%0.000%2,176,68202024-03-31
Vanguard Small Cap Value Index Inv2.152%0.536%1,881,72510,0352024-02-29
T. Rowe Price US Mid-Cap Value Equity2.155%-16.620%1,851,738-369,0972022-09-30
T. Rowe Price Mid-Cap Value2.155%-16.620%1,851,738-369,0972022-09-30
Schwab US Dividend Equity ETF™2.050%0.058%1,791,7991,0402024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.907%0.077%1,667,5861,2792024-02-29
Vanguard Extended Market Index Investor1.805%-0.017%1,567,581-2632023-08-31
Fidelity Small Cap Value Fund1.177%0.000%1,029,30002024-01-31
Fidelity® Small Cap Value1.178%0.000%1,029,30002023-09-30
Xtrackers S&P 500 Swap ETF 1C1.144%-23.077%1,000,000-300,0002024-01-31
Fidelity® Series Small Cap Opps1.072%0.000%937,44002023-09-30
Fidelity Series Small Cap Opps1.034%-4.056%903,640-38,2002024-01-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z1.008%-11.768%865,993-115,5032022-09-30
Fidelity® Value0.955%0.000%812,30002023-01-31
Southeastern Asset Mgt Intl Eq0.945%13,184.700%811,826805,7152022-12-31
Fidelity Mid-Cap Stock0.835%0.000%730,38602024-02-29
Fidelity® Mid-Cap Stock0.836%-0.765%730,386-5,6272023-10-31
Strategic Advisers Fidelity US TtlStk0.835%1.067%729,6157,7002023-12-31
Longleaf Partners International0.835%0.000%725,11602023-06-30
Strategic Advisers® Fidelity US TtlStk0.826%-8.655%721,915-68,4002023-10-31
Longleaf Partners Small-Cap0.794%-21.474%694,348-189,8782023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.763%0.543%666,6093,6002024-03-31
Fidelity Extended Market Index0.731%0.594%639,4583,7772024-02-29
Ariel Appreciation Investor0.729%-10.582%637,064-75,3902024-03-31
Fidelity® Extended Market Index0.686%1.922%599,44111,3062023-10-31
First Trust Financials AlphaDEX® ETF0.701%0.617%596,3433,6572023-02-28
Schwab US Small-Cap ETF™0.606%0.000%530,05402024-03-29
Vanguard High Dividend Yield ETF0.556%-0.208%486,083-1,0122024-02-29
Invenomic Institutional0.554%42.478%484,371144,4092023-10-31
Third Avenue Value Equity0.551%0.000%481,25302023-12-31
Third Avenue Value Instl0.551%0.000%481,25302023-12-31
Epoch Global Eq Shareholder Yield0.556%0.000%477,66202022-12-31
Fidelity® Series Intrinsic Opps0.551%0.000%477,60002023-04-30
Fidelity Series Intrinsic Opps0.546%0.000%477,60002024-01-31
TD Epoch Global Equity Shareholder Yield0.510%-7.446%442,096-35,5662023-03-31
Royce Premier Invmt0.500%0.000%436,75902023-12-31
Royce Small-Cap Premier Quality0.500%0.000%436,75902023-12-31

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