Titelia

Fund shareholders of Lazard Inc

ISIN US52110M1099 · United States · LEI 254900RIBCDJSUFG1A11

Fund shareholders
316
Of which ETFs
71 245 other funds
Value held
2.2B $ 5.5M € · 143.8M SEK
Share of capital
44.0 % of 110.5M shares on Jul 17, 2026

316 funds hold this company: 314 declare it in a regulatory filing, and this table serves those page by page; 2 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 4,793,130203.6M $1.38 %4.34 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,519,357149.5M $0.01 %3.18 %as of Mar 31, 2026
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 2,884,620139.9M $0.59 %2.61 %as of Apr 30, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,575,928109.4M $0.07 %2.33 %as of Mar 31, 2026
iShares Select Dividend ETF iShares Trust 2,386,247115.7M $0.51 %2.16 %as of Apr 30, 2026
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,182,47492.7M $0.11 %1.97 %as of Mar 31, 2026
Ariel Fund Ariel Investment Trust 2,169,42892.2M $3.60 %1.96 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,640,52669.7M $0.11 %1.48 %as of Mar 31, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,451,75873.5M $0.03 %1.31 %as of Feb 28, 2026
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 1,265,00053.7M $1.21 %1.14 %as of Mar 31, 2026
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 1,260,98561.2M $0.57 %1.14 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,256,71353.4M $0.07 %1.14 %as of Mar 31, 2026
Fidelity Small Cap Value Fund Fidelity Securities Fund 719,79534.9M $0.68 %0.65 %as of Apr 30, 2026
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 693,80035.1M $0.43 %0.63 %as of Feb 28, 2026
Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND 688,49929.2M $1.49 %0.62 %as of Mar 31, 2026
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 678,34332.9M $0.48 %0.61 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 593,45230M $0.07 %0.54 %as of Feb 28, 2026
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 559,54427.1M $0.54 %0.51 %as of Apr 30, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 547,48927.7M $0.13 %0.50 %as of Feb 28, 2026
Ariel Appreciation Fund Ariel Investment Trust 541,86323M $2.63 %0.49 %as of Mar 31, 2026
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 508,36624.7M $0.57 %0.46 %as of Apr 30, 2026
SmallCap Fund Principal Funds, Inc 491,90023.9M $1.13 %0.44 %as of Apr 30, 2026
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 479,02223.2M $0.78 %0.43 %as of Apr 30, 2026
VOYA LARGE CAP VALUE FUND Voya Equity Trust 461,66123.4M $1.44 %0.42 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 407,07419.7M $0.10 %0.37 %as of Apr 30, 2026
Royce Premier Fund ROYCE FUND 391,37716.6M $1.66 %0.35 %as of Mar 31, 2026
Mid Value Fund John Hancock Funds II 372,91918.9M $1.43 %0.34 %as of Feb 28, 2026
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 369,87515.7M $1.35 %0.33 %as of Mar 31, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 362,40417.6M $0.02 %0.33 %as of Apr 30, 2026
iShares Russell Mid-Cap ETF iShares Trust 354,81015.1M $0.03 %0.32 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 340,74316.5M $0.03 %0.31 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 340,60316.5M $0.12 %0.31 %as of Apr 30, 2026
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 304,38015.4M $0.11 %0.28 %as of Feb 28, 2026
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 298,12112.7M $0.15 %0.27 %as of Mar 31, 2026
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 274,25211.7M $0.41 %0.25 %as of Mar 31, 2026
Global Shareholder Yield Fund John Hancock Funds III 252,91310.7M $0.81 %0.23 %as of Mar 31, 2026
Select Financials Portfolio Fidelity Select Portfolios 247,59212.5M $1.28 %0.22 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 242,59112.3M $0.01 %0.22 %as of Feb 28, 2026
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 220,5009.4M $0.30 %0.20 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 217,07410.5M $0.02 %0.20 %as of Apr 30, 2026
Mid Value Trust John Hancock Variable Insurance Trust 213,4139.1M $1.42 %0.19 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 212,29610.7M $0.01 %0.19 %as of Feb 28, 2026
Swedbank Robur Global High Dividend Swedbank Robur Fonder AB 207,00083.8M SEK0.59 %0.19 %as of Mar 31, 2026
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 204,3578.7M $0.12 %0.18 %as of Mar 31, 2026
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 186,7879.1M $0.92 %0.17 %as of Apr 30, 2026
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 182,9547.8M $0.21 %0.17 %as of Mar 31, 2026
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 182,6077.8M $0.50 %0.17 %as of Mar 31, 2026
iShares Russell 1000 Value ETF iShares Trust 169,1737.2M $0.01 %0.15 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 167,2158.5M $0.01 %0.15 %as of Feb 28, 2026
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 166,8008.4M $0.38 %0.15 %as of Feb 28, 2026
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 161,8007.8M $0.15 %0.15 %as of Apr 30, 2026
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 159,5098.1M $0.67 %0.14 %as of Feb 28, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 157,7358M $0.06 %0.14 %as of Feb 28, 2026
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 157,6527.6M $1.22 %0.14 %as of Apr 30, 2026
VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 152,5836.5M $0.75 %0.14 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 150,5126.4M $1.54 %0.14 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 149,0197.2M $0.02 %0.13 %as of Apr 30, 2026
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 148,5486.3M $0.14 %0.13 %as of Mar 31, 2026
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 146,6487.4M $1.86 %0.13 %as of Feb 28, 2026
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 145,7207.1M $0.61 %0.13 %as of Apr 30, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 144,8897M $0.37 %0.13 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 143,4796.1M $0.01 %0.13 %as of Mar 31, 2026
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 139,2005.9M $0.14 %0.13 %as of Mar 31, 2026
Royce Small-Cap Fund ROYCE FUND 139,0495.9M $0.32 %0.13 %as of Mar 31, 2026
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 138,3125.9M $0.38 %0.13 %as of Mar 31, 2026
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 137,8926.7M $0.69 %0.12 %as of Apr 30, 2026
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 132,0536.7M $1.03 %0.12 %as of Feb 28, 2026
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 129,75152.5M SEK2.01 %0.12 %as of Mar 31, 2026
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 120,2245.8M $0.45 %0.11 %as of Apr 30, 2026
iShares Russell Mid-Cap Growth ETF iShares Trust 119,6535.1M $0.03 %0.11 %as of Mar 31, 2026
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 119,2815.1M $1.48 %0.11 %as of Mar 31, 2026
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 119,1295.1M $0.56 %0.11 %as of Mar 31, 2026
NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 113,9415.5M $0.59 %0.10 %as of Apr 30, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 106,0824.5M $0.03 %0.10 %as of Mar 31, 2026
Optimum Large Cap Growth Fund Optimum Fund Trust 90,6453.9M $0.23 %0.08 %as of Mar 31, 2026
NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS 90,3344.4M $0.39 %0.08 %as of Apr 30, 2026
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 82,4014.2M $0.45 %0.07 %as of Feb 28, 2026
VIP Financials Portfolio Variable Insurance Products Fund IV 77,1003.3M $1.20 %0.07 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 76,4863.7M $0.01 %0.07 %as of Apr 30, 2026
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 75,0303.6M $0.34 %0.07 %as of Apr 30, 2026
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 72,8893.1M $0.22 %0.07 %as of Mar 31, 2026
iShares Russell 1000 Growth ETF iShares Trust 71,8923.1M $0.00 %0.07 %as of Mar 31, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 70,2073.6M $0.15 %0.06 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 68,0713.3M $0.01 %0.06 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,2323.2M $0.01 %0.06 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 65,8983.3M $0.01 %0.06 %as of Feb 28, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 65,4683.2M $0.00 %0.06 %as of Apr 30, 2026
iShares Russell 1000 ETF iShares Trust 65,4352.8M $0.01 %0.06 %as of Mar 31, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 64,2722.7M $0.01 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 62,8512.7M $0.00 %0.06 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 60,0512.9M $0.04 %0.05 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 58,7412.8M $0.01 %0.05 %as of Apr 30, 2026
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 57,0802.8M $0.14 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 53,9432.3M $0.01 %0.05 %as of Mar 31, 2026
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 51,5362.2M $0.31 %0.05 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 50,9362.5M $0.07 %0.05 %as of Apr 30, 2026
iShares U.S. Financials ETF iShares Trust 50,7132.5M $0.07 %0.05 %as of Apr 30, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 48,5812.4M $0.03 %0.04 %as of Apr 30, 2026
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 47,5832M $0.37 %0.04 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 45,6991.9M $0.29 %0.04 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Ariel Fund Ariel Investment Trust 3.60 %as of Mar 31, 2026
ICON EQUITY FUND SCM Trust 2.85 %as of Mar 31, 2026
Ariel Appreciation Fund Ariel Investment Trust 2.63 %as of Mar 31, 2026
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.54 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 2.33 %as of Apr 30, 2026
ICON EQUITY INCOME FUND SCM Trust 2.32 %as of Mar 31, 2026
Transamerica Small Cap Growth TRANSAMERICA FUNDS 2.31 %as of Apr 30, 2026
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2.30 %as of Apr 30, 2026
Edmond de Rothschild Fund - Equity Opportunities Edmond de Rothschild Asset Management (Luxembourg) 2.28 %as of Mar 31, 2025
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 2.01 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2305+848,271,327+2.3 %
2026Q1297+347,173,190+2.9 %
2025Q4294+2445,844,986-1.4 %
2025Q3270-546,509,367-2.3 %
2025Q2275+747,581,937+8.8 %
2025Q1268+2843,716,528+3.1 %
2024Q4240+242,391,062+6.9 %
2024Q3238+1939,646,307+7.0 %
2024Q2219+14637,064,740+190.1 %
2024Q17312,777,473

Institutional managers

322 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
FMR LLC10,611,910450.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/9,601,899407.9K $as of Mar 31, 2026
BlackRock, Inc.7,580,028322M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC5,826,289247.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,464,913104.7M $as of Mar 31, 2026
Capital Research Global Investors2,456,726104.4M $as of Mar 31, 2026
Fisher Asset Management, LLC2,170,84592.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,153,92791.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,900,61580.7M $as of Mar 31, 2026
STATE STREET CORP1,882,59280M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,793,43576.2M $as of Mar 31, 2026
MORGAN STANLEY1,504,19663.9M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC1,431,35860.8M $as of Mar 31, 2026
Epoch Investment Partners, Inc.1,360,86657.8M $as of Mar 31, 2026
Invesco Ltd.1,296,18255.1M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,267,32253.8M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC1,255,88053.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,078,09845.8M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP974,98641.4M $as of Mar 31, 2026
Qube Research & Technologies Ltd951,85840.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP949,44140.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC939,89239.9M $as of Mar 31, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC675,28028.7M $as of Mar 31, 2026
NORTHERN TRUST CORP588,40425M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.584,38824.8M $as of Mar 31, 2026

Declared shareholders of Lazard Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
T. Rowe Price Associates, Inc. 8.60 %9,601,861as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 6.18 %5,807,861as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.28 %4,967,500as of Mar 31, 2026 · SCHEDULE 13G
Ariel Investments, LLC 5.20 %5,826,289as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Lazard Inc". https://titelia.com/en/stocks/lazard-inc-US52110M1099