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. This table lists the 314 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of Lazard Inc". https://titelia.com/en/stocks/lazard-inc-US52110M1099