Lazard Ownership | Who Owns Lazard?
Lazard Ownership Summary
Lazard is owned by 90.78% institutional investors, 2.71% insiders, and 6.51% retail investors. Vanguard group is the largest institutional shareholder, holding 11.58% of LAZ shares. T. Rowe Price Mid-Cap Value is the top mutual fund, with 4.16% of its assets in Lazard shares.
LAZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lazard | 90.78% | 2.71% | 6.51% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.11% | 19.98% | 42.91% |
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 | 7.66M | 7.86% | $367.60M |
| Blackrock | 6.52M | 7.14% | $243.04M |
| Ariel investments | 5.75M | 5.90% | $276.08M |
| Geode capital management | 2.30M | 2.47% | $118.29M |
| Capital research global investors | 2.37M | 2.43% | $113.54M |
| 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 |
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 | 5.75M | 3.13% | $276.08M |
| Lesa sroufe | 52.62K | 2.32% | $2.52M |
| No street gp lp | 575.00K | 1.96% | $29.60M |
| Access investment management | 106.53K | 1.35% | $4.64M |
| Ranger investment management | 356.88K | 1.16% | $18.37M |
| Bridge city capital | 82.81K | 1.04% | $3.09M |
| Penn capital management company | 231.72K | 0.96% | $11.15M |
| Amica retiree medical trust | 10.92K | 0.76% | $524.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.16M | 0.01% | 1.16M |
| Balyasny asset management | 714.98K | 0.05% | 714.98K |
| 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 |
|---|---|---|---|
| Amundi | - | - | -2.26M |
| Capital research global investors | 2.37M | 0.02% | -1.42M |
| Pacer advisors | - | - | -1.39M |
| Fmr | 8.64M | 0.03% | -924.28K |
| Blackrock funding, inc. /de | 7.66M | 0.01% | -734.00K |
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 |
| Ranger investment management | 356.88K | 1.16% | 356.88K | $18.37M |
| Susquehanna portfolio strategies | 218.41K | 0.23% | 218.41K | $10.48M |
| Cambiar investors | 162.51K | 0.33% | 162.51K | $7.80M |
Sold Out
| Holder | Change |
|---|---|
| Mv capital management | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Corecap advisors | -5.00 |
| Capital performance advisors llp | -6.00 |
| Global financial private client | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Mid-Cap Value | 3.91M | 4.16% | -4.99K |
| T. Rowe Price US Mid-Cap Value Equity | 3.91M | 4.16% | 553.16K |
| Vanguard Total Stock Mkt Idx Inv | 3.63M | 3.85% | 179.60K |
| Vanguard US Total Market Shares ETF | 3.38M | 3.76% | 2.95K |
| Fidelity Low-Priced Stock | 2.91M | 3.09% | -3.87K |
| Vanguard Small Cap Index | 2.76M | 2.92% | 53.05K |
| iShares Select Dividend ETF | 2.44M | 2.58% | -1.66K |
| 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 |
|---|---|---|---|---|
| Jun 11, 2025 | Soto Alexandra | Chief Operating Officer | Sell | $3.76M |
| Mar 17, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.73M |
| Mar 14, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.70M |
| Mar 14, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.22M |
| Mar 17, 2025 | Orszag Peter Richard | CEO & Chairman | Sell | $1.21M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 6 |
LAZ Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools