Lazard Ownership | Who Owns Lazard?
Lazard Ownership Summary
Lazard is owned by 85.06% institutional investors, 2.51% insiders, and 12.43% retail investors. Vanguard group is the largest institutional shareholder, holding 11.46% of LAZ shares. T. Rowe Price US Mid-Cap Value Equity is the top mutual fund, with 4.16% of its assets in Lazard shares.
LAZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lazard | 85.06% | 2.51% | 12.43% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.18M | 11.46% | $590.12M |
| Fmr | 10.68M | 10.95% | $563.62M |
| Price t rowe associates inc /md/ | 7.76M | 7.96% | $409.55M |
| Blackrock funding, inc. /de | 7.32M | 7.51% | $386.57M |
| Blackrock | 6.52M | 7.14% | $243.04M |
| Ariel investments | 5.25M | 5.38% | $276.88M |
| Geode capital management | 2.35M | 2.41% | $124.09M |
| Capital research global investors | 2.24M | 2.29% | $117.99M |
| State street | 2.01M | 2.06% | $105.92M |
| Victory capital management | 1.89M | 1.94% | $99.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Archpoint investors | 466.75K | 6.53% | $17.40M |
| Ariel investments | 5.25M | 2.96% | $276.88M |
| Lesa sroufe | 52.84K | 2.25% | $2.79M |
| Ranger investment management | 584.89K | 2.15% | $30.87M |
| Access investment management | 106.53K | 1.35% | $4.64M |
| Bridge city capital | 82.81K | 1.04% | $3.09M |
| Freemont management | 39.10K | 1.03% | $2.06M |
| Penn capital management company | 231.72K | 0.96% | $11.15M |
| Amica retiree medical trust | 10.70K | 0.77% | $564.00K |
| Paulson wealth management | 48.76K | 0.61% | $2.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.16M | 0.01% | 1.16M |
| Price t rowe associates inc /md/ | 7.76M | 0.04% | 835.91K |
| Balyasny asset management | 714.98K | 0.05% | 714.98K |
| Walleye capital | 369.97K | 0.07% | 369.97K |
| Alyeska investment group | 344.84K | 0.06% | 344.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amundi | - | - | -2.26M |
| Pacer advisors | - | - | -1.39M |
| Scopus asset management | - | - | -625.00K |
| Fmr | 10.68M | 0.03% | -586.73K |
| Fil | 99.00 | - | -553.54K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.16M | 0.01% | 1.16M | $59.96M |
| Balyasny asset management | 714.98K | 0.05% | 714.98K | $34.30M |
| Walleye capital | 369.97K | 0.07% | 369.97K | $19.53M |
| Alyeska investment group | 344.84K | 0.06% | 344.84K | $18.20M |
| Polar asset management partners | 119.22K | 0.07% | 119.22K | $6.29M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Mv capital management | -1.00 |
| Twin peaks wealth advisors | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Corecap advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Mid-Cap Value Equity | 3.91M | 4.16% | 553.16K |
| T. Rowe Price Mid-Cap Value | 3.91M | 4.14% | -5.89K |
| Vanguard Total Stock Mkt Idx Inv | 3.56M | 3.77% | -74.93K |
| Vanguard US Total Market Shares ETF | 3.38M | 3.76% | 2.95K |
| Fidelity Low-Priced Stock | 2.92M | 3.09% | 4.84K |
| Vanguard Small Cap Index | 2.74M | 2.90% | -17.39K |
| iShares Select Dividend ETF | 2.40M | 2.55% | - |
| T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 2.10M | 2.23% | 313.77K |
| American Funds SMALLCAP World A | 2.07M | 2.20% | -736.09K |
| Ariel Fund Investor | 2.00M | 2.13% | 125.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.76M |
| Sep 11, 2025 | Russo Evan L | CEO of Asset Management | Sell | $2.85M |
| Sep 10, 2025 | Russo Evan L | CEO of Asset Management | Sell | $1.39M |
| Sep 10, 2025 | Gathy Michael | Chief Accounting Officer | Sell | $34.16K |
| Jun 11, 2025 | Soto Alexandra | Chief Operating Officer | Sell | $3.76M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | - |
LAZ Ownership FAQ
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