Lazard Ltd (LAZ) Ownership

41.38 ↑1.31 (3.27%)
As of March 27, 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 34 institutional holders of LAZ own 75.48% of the company with a total of 65.8 million shares.

In the latest ownership report on September 30th 2023, the top 34 institutional holders decreased their combined ownership of LAZ by 1.1 million shares. 11 institutions bought 2,791,228 total additional shares and increased their ownership by an average of 52.00%. However 8 institutions sold 3,934,850 total shares and decreased their ownership by an average of 17.51%.

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 -1,143,622 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.034%0.405%10,519,78542,4552023-09-30
FMR Inc10.940%4.777%9,563,521436,0342023-09-30
Ariel Investments, LLC8.200%-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 Inc3.233%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 Epoch2.501%-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

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.034%0.405%10,519,78542,4552023-09-30
FMR Inc10.940%4.777%9,563,521436,0342023-09-30
Ariel Investments, LLC8.200%-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 Inc3.233%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 Epoch2.501%-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
Dimensional Fund Advisors, Inc.0.905%-14.293%790,712-131,8642023-06-30
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
Todd Asset Management0.561%0.434%485,9302,1002023-03-31
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 40 mutual fund holders of LAZ own 55.96% of the company with a total of 48.8 million shares.

In the latest ownership report on February 29th 2024, the top 40 fund holders increased their combined ownership of LAZ by 247 shares. 1 funds bought 1,040 total additional shares and increased their ownership by an average of 0.06%. However 1 funds sold 793 total shares and decreased their ownership by an average of 0.03%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Lazard Ltd increased by a net total of 247 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Select Dividend ETF2.812%-0.032%2,458,502-7932024-02-29
Schwab US Dividend Equity ETF™2.050%0.058%1,791,7991,0402024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.854%0.179%3,369,0736,0342024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.785%1.589%3,308,32451,7492023-03-31
Vanguard Small Cap Index3.129%0.276%2,735,6617,5212024-01-31
Fidelity® Low-Priced Stock3.075%0.000%2,687,99302023-09-30
Fidelity Low-Priced Stock2.992%0.000%2,616,07802023-12-31
iShares Select Dividend ETF2.812%-0.032%2,458,502-7932024-02-29
Ariel Fund Investor2.490%-15.955%2,176,682-413,2052023-12-31
Vanguard Small Cap Value Index Inv2.141%-0.416%1,871,690-7,8242024-01-31
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 Tr1.906%0.035%1,666,3075812024-01-31
Vanguard Extended Market Index Investor1.805%-0.017%1,567,581-2632023-08-31
Fidelity Small Cap Value Fund1.177%0.000%1,029,30002023-12-31
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 Opps1.077%-1.547%941,840-14,8002023-12-31
Fidelity® Series Small Cap Opps1.072%0.000%937,44002023-09-30
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 Stock0.836%-0.765%730,386-5,6272023-10-31
Fidelity Mid-Cap Stock0.835%0.000%730,38602023-12-31
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
Ariel Appreciation Investor0.815%0.000%712,45402023-12-31
Longleaf Partners Small-Cap0.794%-21.474%694,348-189,8782023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.742%0.000%648,70902024-01-31
Fidelity Extended Market Index0.712%1.937%622,27211,8232023-12-31
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™0.607%0.000%530,99602024-02-28
Vanguard High Dividend Yield ETF0.557%-0.360%487,095-1,7602024-01-31
Invenomic Institutional0.554%42.478%484,371144,4092023-10-31
Third Avenue Value Instl0.551%0.000%481,25302023-09-30
Third Avenue Value Equity0.551%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
TD Epoch Global Equity Shareholder Yield0.510%-7.446%442,096-35,5662023-03-31

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