71% buyers of institutions opening or closing positions this quarter
12 more new buyers than exits, ownership fell 4.28 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
71% buyers of institutions opening or closing positions this quarter
15.4% institutional ownership
Cinctive Capital Management portfolio allocation
Institutional ownership vs Industrial Materials peers
No Form 4 insider transactions on file
Latest positioning in LZM across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LZM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Cinctive Capital Management LP | 7.7M | $25.8M | +10.9% | 8.537% | 1.68% |
| 2 | Grantham, Mayo, Van Otterloo & Co. LLC | 2.6M | $8.6M | 0.0% | 2.837% | 0.02% |
| 3 | Invesco Ltd. | 2.0M | $6.8M | -29.0% | 2.241% | 0.00% |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.8M | $6.0M | -16.7% | 1.989% | 0.01% |
| 5 | BlackRock, Inc. | 1.7M | $5.8M | -42.1% | 1.915% | 0.00% |
| 6 | JENNISON ASSOCIATES LLC | 790K | $2.7M | +1.9% | 0.878% | 0.00% |
| 7 | ALPS ADVISORS INC | 643K | $2.2M | +109.6% | 0.715% | 0.01% |
| 8 | LOS ANGELES CAPITAL MANAGEMENT LLC | 516K | $1.7M | +569.7% | 0.574% | 0.01% |
| 9 | STATE STREET CORP | 401K | $1.3M | +7.7% | 0.446% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 377K | $1.3M | +17.7% | 0.419% | 0.00% |
| 11 | MARSHALL WACE, LLP | 277K | $931K | -8.8% | 0.308% | 0.00% |
| 12 | Russell Investments Group, Ltd. | 201K | $676K | -25.3% | 0.224% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 193K | $647K | — | 0.214% | 0.00% |
| 14 | UBS Group AG | 179K | $601K | +30.2% | 0.199% | 0.00% |
| 15 | NORTHERN TRUST CORP | 175K | $588K | +17.8% | 0.195% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 154K | $517K | +346.0% | 0.171% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 148K | $498K | — | 0.165% | 0.00% |
| 18 | Creative Planning | 141K | $473K | -33.4% | 0.157% | 0.00% |
| 19 | MORGAN STANLEY | 137K | $462K | -0.8% | 0.153% | 0.00% |
| 20 | Extract Advisors LLC | 137K | $459K | — | 0.152% | 0.16% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 119K | $400K | +434.1% | 0.133% | 0.00% |
| 22 | ROBOTTI ROBERT | 100K | $336K | — | 0.111% | 0.05% |
| 23 | SPROTT INC. | 92K | $309K | +6.1% | 0.102% | 0.01% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 71K | $240K | +2.5% | 0.079% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 71K | $239K | +120.7% | 0.079% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LZM — a direct measure of their conviction.
Filings activity in LZM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LZM position in Q1 2026
Institutions that fully closed their LZM position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 84 | +17% | 15.42% | 4.28 pp | $72M | 22% |
| Q4 2025 | 72 | +4.3% | 19.70% | +0.89 pp | $92M | +4.7% |
| Q3 2025 | 69 | +7.8% | 18.81% | +6.37 pp | $88M | +51% |
| Q2 2025 | 64 | 3.0% | 12.44% | 0.81 pp | $58M | 6.1% |
| Q1 2025 | 66 | 2.9% | 13.25% | 7.83 pp | $62M | 37% |
| Q4 2024 | 68 | +24% | 21.08% | +1.13 pp | $98M | +5.7% |
| Q3 2024 | 55 | +25% | 19.95% | +0.33 pp | $93M | +1.7% |
| Q2 2024 | 44 | — | 19.62% | — | $91M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for LZM.
Quick answers to the most common questions about buying LZM stock.
Based on Q1 2026 13F filings, institutional ownership of Lifezone Metals Limited stands at 15.4%, held across 84 reporting institutions.
Cinctive Capital Management LP is the largest reported institutional holder of LZM, with approximately 7,675,231 shares worth $0.03B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of LZM, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for LZM is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in LZM during Q1 2026, while 8 fully exited. 17 added to existing positions and 46 trimmed.
LZM institutional ownership fell by 4.28 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 86.4% of all reported 13F value in LZM, and the top 25 account for 96.7%.
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.