| 4 | ARIEL INVESTMENTS, LLC | 5.8M | $241.4M | -1.2% | 5.906% | 2.41% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.0M | $210.6M | +1.2% | 5.153% | 0.00% |
| 6 | STATE STREET CORP | 3.6M | $152.4M | +93.0% | 3.728% | 0.00% |
| 7 | GOLDMAN SACHS GROUP INC | 3.0M | $125.3M | +217.8% | 3.065% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $107.5M | +3.9% | 2.628% | 0.01% |
| 9 | Capital Research Global Investors | 2.2M | $94.0M | -8.7% | 2.301% | 0.01% |
| 10 | Fisher Asset Management, LLC | 2.1M | $90.1M | -1.0% | 2.205% | 0.03% |
| 11 | MORGAN STANLEY | 2.1M | $89.6M | +42.1% | 2.193% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $86.9M | +9.0% | 2.127% | 0.02% |
| 13 | AMERIPRISE FINANCIAL INC | 2.0M | $81.9M | -9.4% | 2.003% | 0.02% |
| 14 | NORGES BANK | 1.8M | $73.7M | β | 1.803% | 0.01% |
| 15 | Jupiter Topco LLC | 1.6M | $67.3M | β | 1.646% | 0.03% |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $64.7M | -14.0% | 1.582% | 0.04% |
| 17 | Invesco Ltd. | 1.5M | $61.3M | +12.7% | 1.499% | 0.00% |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 1.4M | $57.2M | +2560.3% | 1.399% | 0.02% |
| 19 | Epoch Investment Partners, Inc. | 1.3M | $54.8M | -4.0% | 1.341% | 0.31% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $48.8M | +7.8% | 1.193% | 0.01% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $47.7M | -10.2% | 1.168% | 0.02% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.0M | $42.1M | +124.0% | 1.031% | 0.00% |
| 23 | JPMORGAN CHASE & CO | 1.0M | $41.5M | +225.1% | 1.051% | 0.00% |
| 24 | ROYCE & ASSOCIATES LP | 968K | $40.6M | -0.7% | 0.993% | 0.33% |
| 25 | UBS Group AG | 965K | $40.5M | +143.9% | 0.990% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LAZ β a direct measure of their conviction.
| 88.97% |
| +5.81 pp |
| $3.44B |
| 16% |
| Q4 2024 | 285 | +8.0% | 83.16% | +1.54 pp | $4.10B | +5.0% |
| Q3 2024 | 264 | β | 81.62% | β | $3.90B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
LAZ institutional ownership rose by 9.85 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 55.2% of all reported 13F value in LAZ, and the top 25 account for 78.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lazard Inc (LAZ) Institutional Ownership