Lazard Ownership | Who Owns Lazard?
Lazard Ownership Summary
Lazard is owned by 43.17% institutional investors, 2.92% insiders, and 53.92% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.11% of LAZ shares. American Funds SMALLCAP World A is the top mutual fund, with 3.75% 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 | 86.48% | 14.02% | -0.50% |
Industry | Capital Markets Stocks | 43.17% | 16.00% | 40.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 8.49M | 9.11% | $437.01M |
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 |
Fisher asset management | 1.86M | 2.00% | $95.88M |
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 |
Victory capital management | 1.16M | 1.24% | $59.55M |
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 |
Access investment management | 106.53K | 1.35% | $4.64M |
Bridge city capital | 82.81K | 1.04% | $3.09M |
Central asset investments & management (hk) | 32.00K | 1.01% | $1.65M |
Moody aldrich partners | 89.49K | 0.85% | $4.61M |
Monument capital management | 54.56K | 0.77% | $2.81M |
Rheos capital works | 205.00K | 0.58% | $10.55M |
Systematic financial management lp | 515.42K | 0.58% | $19.21M |
Autumn glory partners | 21.07K | 0.53% | $1.08M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock funding, inc. /de | 8.49M | 0.01% | 687.70K |
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 |
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 |
Edgestream partners | 87.17K | 0.19% | 87.17K | $4.49M |
Empirical asset management | 74.08K | 0.02% | 74.08K | $74.08K |
Wealthfront advisers | 72.55K | 0.04% | 72.55K | $12.51M |
Dynamic technology lab private | 63.23K | 0.27% | 63.23K | $2.36M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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 | 3.40M | 3.75% | -350.00K |
Vanguard Total Stock Mkt Idx Inv | 3.36M | 3.71% | 3.32K |
Vanguard Small Cap Index | 2.73M | 3.02% | 25.72K |
Fidelity Low-Priced Stock | 2.57M | 2.84% | -2.92K |
iShares Select Dividend ETF | 2.35M | 2.59% | -2.37K |
Ariel Fund Investor | 1.88M | 2.08% | -136.51K |
Vanguard Small Cap Value Index Inv | 1.81M | 2.00% | -16.41K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.71M | 1.89% | 18.55K |
Fidelity Small Cap Value Fund | 1.32M | 1.46% | - |
Invesco Small Cap Value A | 1.08M | 1.20% | - |
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
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