Lazard Ownership | Who Owns Lazard?
Lazard Ownership Summary
Lazard is owned by 94.25% institutional investors, 0.84% insiders, and 4.91% retail investors. Vanguard group is the largest institutional shareholder, holding 11.44% of LAZ shares. T. Rowe Price US Mid-Cap Value Equity is the top mutual fund, with 5.10% of its assets in Lazard shares.
LAZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lazard | 94.25% | 0.84% | 4.91% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 33.12% | 15.10% | 51.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.15M | 11.44% | $541.42M |
| Fmr | 10.61M | 10.89% | $450.79M |
| Price t rowe associates inc /md/ | 9.60M | 9.85% | $407.89M |
| Blackrock funding, inc. /de | 7.58M | 7.78% | $322.00M |
| Blackrock | 6.52M | 7.14% | $243.04M |
| Ariel investments | 5.83M | 5.98% | $247.50M |
| Geode capital management | 2.46M | 2.53% | $104.73M |
| Capital research global investors | 2.46M | 2.52% | $104.36M |
| Fisher asset management | 2.17M | 2.23% | $92.22M |
| Ameriprise financial | 2.15M | 2.21% | $91.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Archpoint investors | 466.75K | 6.53% | $17.40M |
| Ariel investments | 5.83M | 2.77% | $247.50M |
| Ranger investment management | 577.66K | 1.78% | $24.54M |
| Access investment management | 106.53K | 1.35% | $4.64M |
| Algebris (uk) | 427.08K | 1.31% | $18.11M |
| Basswood capital management | 584.39K | 1.17% | $24.82M |
| Bridge city capital | 82.81K | 1.04% | $3.09M |
| Buck wealth strategies | 189.10K | 0.99% | $8.03M |
| Callodine capital management, lp | 308.42K | 0.92% | $13.10M |
| Penn capital management company | 264.86K | 0.87% | $11.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.65M | 0.01% | 1.65M |
| Qube research | 951.86K | 0.04% | 863.73K |
| Price t rowe associates inc /md/ | 9.60M | 0.05% | 794.58K |
| Balyasny asset management | 714.98K | 0.05% | 714.98K |
| Vanguard fiduciary trust | 702.54K | 0.01% | 702.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amundi | - | - | -2.26M |
| Pacer advisors | - | - | -1.39M |
| Fmr | 10.61M | 0.02% | -647.55K |
| Scopus asset management | - | - | -625.00K |
| No street gp lp | - | - | -550.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.65M | 0.01% | 1.65M | $80.17M |
| Balyasny asset management | 714.98K | 0.05% | 714.98K | $34.30M |
| Vanguard fiduciary trust | 702.54K | 0.01% | 702.54K | $29.84M |
| Allspring global investments | 335.44K | 0.02% | 335.44K | $14.08M |
| Callodine capital management, lp | 308.42K | 0.92% | 308.42K | $13.10M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Mv capital management | -1.00 |
| Activest wealth management | -1.00 |
| Stephens consulting | -1.00 |
| Optima capital | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 339 | -1.17% | 91,871,649 | 3.63% | 94 | 1.14% | 182 | 8.33% | 102 | -0.97% |
| Dec 31, 2025 | 259 | -27.25% | 55,759,893 | -33.28% | 57 | 0.78% | 123 | -32.79% | 78 | -25.00% |
| Sep 30, 2025 | 341 | 11.44% | 82,958,239 | -0.59% | 85 | 1.16% | 170 | -0.58% | 101 | 17.44% |
| Jun 30, 2025 | 306 | 4.44% | 85,886,139 | -1.04% | 88 | 1.06% | 169 | 11.92% | 87 | 7.41% |
| Mar 31, 2025 | 289 | -4.93% | 86,475,072 | 6.61% | 90 | 1.20% | 147 | -11.45% | 82 | -5.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Value Equity | 4.79M | 5.10% | 367.91K |
| T. Rowe Price Mid-Cap Value | 4.79M | 5.10% | 383.70K |
| Vanguard US Total Market Shares ETF | 3.38M | 3.76% | 2.95K |
| Vanguard Total Stock Mkt Idx Inv | 3.55M | 3.60% | 26.36K |
| T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 3.00M | 3.19% | 280.69K |
| Fidelity Low-Priced Stock | 2.90M | 3.09% | -2.34K |
| Vanguard Small Cap Index | 2.58M | 2.62% | -4.92K |
| iShares Select Dividend ETF | 2.39M | 2.42% | - |
| American Funds SMALLCAP World A | 2.18M | 2.32% | - |
| Ariel Fund Investor | 2.17M | 2.31% | 377.85K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 19, 2026 | Hogbin Christopher | CEO Asset Management | Sell | $155.28K |
| Mar 18, 2026 | Hogbin Christopher | CEO Asset Management | Sell | $318.32K |
| Mar 17, 2026 | Orszag Peter Richard | CEO & Chairman | Sell | $2.74M |
| Mar 17, 2026 | Orszag Peter Richard | CEO & Chairman | Sell | $83.32K |
| Sep 16, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.76M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
LAZ Ownership FAQ
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