Lazard Ownership | Who Owns Lazard?

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Lazard Ownership Summary

Lazard is owned by 43.17% institutional investors, 2.92% insiders, and 53.92% retail investors. Blackrock is the largest institutional shareholder, holding 7.14% of LAZ shares. American Funds SMALLCAP World A is the top mutual fund, with 4.15% of its assets in Lazard shares.

LAZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lazard	43.17%	2.92%	53.92%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.52M	7.14%	$243.04M
Vanguard group	5.04M	5.52%	$187.78M
Dimensional fund advisors lp	3.13M	3.43%	$116.79M
Lsv asset management	1.76M	1.93%	$65.72M
State street	1.67M	1.82%	$62.07M
Silvercrest asset management group	1.60M	1.75%	$59.68M
Macquarie group	1.19M	1.31%	$44.49M
William blair investment management	1.00M	1.10%	$37.44M
Geode capital management	983.21K	1.08%	$36.66M
American century companies	982.67K	1.08%	$36.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Archpoint investors	466.75K	6.53%	$17.40M
Access investment management	115.80K	1.40%	$4.32M
Bridge city capital	82.81K	1.04%	$3.09M
Systematic financial management lp	515.42K	0.58%	$19.21M
Quantedge capital pte	37.10K	0.50%	$1.38M
Chatham capital group	74.24K	0.48%	$2.77M
Pinnacle	28.99K	0.44%	$1.08M
Silvercrest asset management group	1.60M	0.41%	$59.68M
Bridgeway capital management	358.47K	0.31%	$13.36M
Dana investment advisors	216.82K	0.27%	$8.08M

Top Buyers

Holder	Shares	% Assets	Change
D. e. shaw	194.62K	0.01%	194.62K
T. rowe price investment management	591.73K	0.01%	151.03K
Qube research	331.77K	0.02%	148.98K
American century companies	982.67K	0.02%	124.41K
Norges bank	110.31K	0.00%	110.31K

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	-	-	-1.39M
Scopus asset management	-	-	-625.00K
Hotchkis & wiley capital management	-	-	-259.14K
William blair investment management	1.00M	0.10%	-210.59K
Balyasny asset management	-	-	-199.14K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	110.31K	0.00%	110.31K	$4.11M
Dynamic technology lab private	63.23K	0.27%	63.23K	$2.36M
State of wisconsin investment board	30.63K	0.00%	30.63K	$1.14M
Corebridge financial	24.87K	0.01%	24.87K	$927.23K
Mirae asset global etfs	22.78K	0.00%	22.78K	$849.16K

Sold Out

Holder	Change
Jones financial companies lllp	-10.00
Parallax volatility advisers	-16.00
International assets investment management	-26.00
Stephens consulting	-32.00
Cullen/frost bankers	-81.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	222	-4.31%	42,444,710	1.74%	47	2.15%	94	-16.07%	83	3.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	3.75M	4.15%	1.57M
Vanguard Total Stock Mkt Idx Inv	3.37M	3.72%	-15.46K
Vanguard Small Cap Index	2.69M	2.97%	5.25K
Fidelity Low-Priced Stock	2.59M	2.87%	-
iShares Select Dividend ETF	2.35M	2.60%	2.37K
Ariel Fund Investor	2.01M	2.23%	-162.87K
Vanguard Small Cap Value Index Inv	1.82M	2.01%	-634.00
Vanguard Institutional Extnd Mkt Idx Tr	1.68M	1.86%	-12.24K
Fidelity Small Cap Value Fund	1.32M	1.46%	-
Invesco Small Cap Value A	1.07M	1.18%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 03, 2024	JACOBS KENNETH M	Executive Chairman	Sell	$99.98K
Sep 04, 2024	JACOBS KENNETH M	Executive Chairman	Sell	$33.53K
Sep 04, 2024	JACOBS KENNETH M	Executive Chairman	Sell	$1.39M
Sep 03, 2024	JACOBS KENNETH M	Executive Chairman	Sell	$3.35M
Sep 03, 2024	JACOBS KENNETH M	Executive Chairman	Sell	$4.12M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	14
2024 Q2	-	6
2024 Q1	-	8
2023 Q4	-	-
2023 Q3	-	-

LAZ Ownership FAQ

Who Owns Lazard?

Lazard shareholders are primarily institutional investors at 43.17%, followed by 2.92% insiders and 53.91% retail investors. The average institutional ownership in Lazard's industry, Capital Markets Stocks, is 43.37%, which Lazard falls below.

Who owns the most shares of Lazard?

Lazard’s largest shareholders are Blackrock (6.52M shares, 7.14%), Vanguard group (5.04M shares, 5.52%), and Dimensional fund advisors lp (3.13M shares, 3.43%). Together, they hold 16.10% of Lazard’s total shares outstanding.

Does Blackrock own Lazard?

Yes, BlackRock owns 7.14% of Lazard, totaling 6.52M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 243.04M$. In the last quarter, BlackRock decreased its holdings by -190K shares, a -2.83% change.

Who is Lazard’s biggest shareholder by percentage of total assets invested?

Archpoint investors is Lazard’s biggest shareholder by percentage of total assets invested, with 6.53% of its assets in 466.75K Lazard shares, valued at 17.4M$.

Who is the top mutual fund holder of Lazard shares?

American Funds SMALLCAP World A is the top mutual fund holder of Lazard shares, with 4.15% of its total shares outstanding invested in 3.75M Lazard shares.

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