Lazard Ownership | Who Owns Lazard?
Lazard Ownership Summary
Lazard is owned by 38.35% institutional investors, 2.83% insiders, and 58.83% retail investors. Vanguard group is the largest institutional shareholder, holding 11.58% of LAZ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.76% of its assets in Lazard shares.
LAZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lazard | 38.35% | 2.83% | 58.83% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.79M | 11.58% | $555.39M |
| Fmr | 8.64M | 9.28% | $444.98M |
| Blackrock funding, inc. /de | 8.49M | 9.11% | $437.01M |
| Blackrock | 6.52M | 7.14% | $243.04M |
| Ariel investments | 5.60M | 6.01% | $288.20M |
| Capital research global investors | 4.43M | 4.76% | $228.04M |
| Geode capital management | 2.30M | 2.47% | $118.29M |
| Fisher asset management | 1.86M | 2.00% | $95.88M |
| Epoch investment partners | 1.83M | 1.97% | $94.30M |
| Lsv asset management | 1.76M | 1.93% | $65.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Archpoint investors | 466.75K | 6.53% | $17.40M |
| O'keefe stevens advisory | 211.05K | 3.36% | $10.86M |
| Ariel investments | 5.60M | 3.08% | $288.20M |
| Philadelphia financial management of san francisco | 291.23K | 2.12% | $14.99M |
| No street gp lp | 575.00K | 1.96% | $29.60M |
| Penn capital management company | 310.59K | 1.57% | $15.99M |
| Access investment management | 106.53K | 1.35% | $4.64M |
| Ranger investment management | 356.88K | 1.16% | $18.37M |
| Kinetic partners management, lp | 329.08K | 1.12% | $16.94M |
| Bridge city capital | 82.81K | 1.04% | $3.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.16M | 0.01% | 1.16M |
| Blackrock funding, inc. /de | 8.49M | 0.01% | 687.70K |
| Ameriprise financial | 1.28M | 0.02% | 638.17K |
| First trust advisors lp | 734.96K | 0.03% | 566.05K |
| Geode capital management | 2.30M | 0.01% | 483.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -1.39M |
| Fmr | 8.64M | 0.03% | -924.28K |
| Walleye capital | - | - | -711.70K |
| Balyasny asset management | - | - | -633.89K |
| Scopus asset management | - | - | -625.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.16M | 0.01% | 1.16M | $59.96M |
| Fil | 419.80K | 0.02% | 419.80K | $21.61M |
| Ranger investment management | 356.88K | 1.16% | 356.88K | $18.37M |
| Kinetic partners management, lp | 329.08K | 1.12% | 329.08K | $16.94M |
| Philadelphia financial management of san francisco | 291.23K | 2.12% | 291.23K | $14.99M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Capital performance advisors llp | -6.00 |
| Jones financial companies lllp | -10.00 |
| Parallax volatility advisers | -16.00 |
| Stephens consulting | -32.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 164 | -41.43% | 35,714,816 | -54.21% | 38 | 0.55% | 100 | -30.56% | 41 | -48.10% |
| Sep 30, 2024 | 240 | 2.56% | 40,416,871 | -1.68% | 43 | 2.13% | 110 | -8.33% | 88 | 15.79% |
| Jun 30, 2024 | 231 | 4.05% | 41,072,007 | -0.87% | 45 | 2.18% | 120 | 44.58% | 74 | -15.91% |
| Mar 31, 2024 | 222 | -2.20% | 41,430,438 | -2.37% | 45 | 2.05% | 83 | -5.68% | 88 | -10.20% |
| Dec 31, 2023 | 227 | 2.25% | 42,438,074 | -0.02% | 47 | 2.09% | 88 | -6.38% | 98 | 18.07% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 3.38M | 3.76% | 2.95K |
| American Funds SMALLCAP World A | 3.40M | 3.75% | -350.00K |
| Vanguard Total Stock Mkt Idx Inv | 3.37M | 3.75% | 1.98K |
| Vanguard Small Cap Index | 2.74M | 3.04% | 2.23K |
| Fidelity Low-Priced Stock | 2.57M | 2.86% | - |
| T. Rowe Price Mid-Cap Value | 2.51M | 2.79% | 1.03M |
| iShares Select Dividend ETF | 2.48M | 2.75% | - |
| Ariel Fund Investor | 1.88M | 2.08% | -136.51K |
| Vanguard Small Cap Value Index Inv | 1.80M | 2.00% | -6.88K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.71M | 1.91% | 4.64K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.73M |
| Mar 17, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.21M |
| Mar 14, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.22M |
| Mar 14, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.70M |
| Feb 13, 2025 | Russo Evan L | CEO of Asset Management | Sell | $810.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 8 |
LAZ Ownership FAQ
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