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
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 45,6271.9M $0.77 %0.04 %as of Mar 31, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 44,2491.9M $0.13 %0.04 %as of Mar 31, 2026
SmallCap Account Principal Variable Contract Funds, Inc 44,1001.9M $1.10 %0.04 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 43,3012.2M $0.01 %0.04 %as of Feb 28, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 41,3101.8M $0.02 %0.04 %as of Mar 31, 2026
Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES 40,6841.7M $1.46 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 39,6961.9M $0.08 %0.04 %as of Apr 30, 2026
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 39,5121.7M $0.16 %0.04 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 38,6871.6M $0.00 %0.03 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 38,3321.9M $0.09 %0.03 %as of Apr 30, 2026
Transamerica Small Cap Growth TRANSAMERICA FUNDS 37,6101.8M $2.31 %0.03 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 37,3831.8M $0.19 %0.03 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 36,9591.8M $0.01 %0.03 %as of Apr 30, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 36,8671.8M $0.01 %0.03 %as of Apr 30, 2026
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 36,7451.6M $1.39 %0.03 %as of Mar 31, 2026
iShares Russell 2500 ETF iShares Trust 34,8281.5M $0.06 %0.03 %as of Mar 31, 2026
iShares U.S. Financial Services ETF iShares Trust 33,6481.6M $0.08 %0.03 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 33,4901.6M $2.33 %0.03 %as of Apr 30, 2026
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,4631.4M $0.11 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 32,6021.4M $0.05 %0.03 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 31,7421.5M $0.03 %0.03 %as of Apr 30, 2026
ICON EQUITY FUND SCM Trust 31,6001.3M $2.85 %0.03 %as of Mar 31, 2026
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 30,7801.5M $0.01 %0.03 %as of Apr 30, 2026
Penn Series Mid Cap Value Fund Penn Series Funds Inc 30,3651.3M $1.51 %0.03 %as of Mar 31, 2026
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 30,2391.3M $0.15 %0.03 %as of Mar 31, 2026
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 30,1131.5M $0.01 %0.03 %as of Apr 30, 2026
Callodine Equity Income Series Manning & Napier Fund, Inc. 30,0001.3M $0.59 %0.03 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 29,6301.5M $0.00 %0.03 %as of Feb 28, 2026
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 29,3591.5M $0.03 %0.03 %as of Feb 28, 2026
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 27,3131.2M $0.79 %0.02 %as of Mar 31, 2026
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 25,9611.3M $0.01 %0.02 %as of Apr 30, 2026
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 25,9171.3M $0.10 %0.02 %as of Apr 30, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 25,4221.2M $0.06 %0.02 %as of Apr 30, 2026
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 25,3671.2M $0.00 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 25,1491.2M $0.01 %0.02 %as of Apr 30, 2026
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 25,0661.1M $1.49 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 24,8761.1M $0.01 %0.02 %as of Mar 31, 2026
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 23,7101.1M $2.54 %0.02 %as of Apr 30, 2026
ICON EQUITY INCOME FUND SCM Trust 23,6431M $2.32 %0.02 %as of Mar 31, 2026
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 23,5571M $0.16 %0.02 %as of Mar 31, 2026
GuideMark Large Cap Core Fund GPS Funds I 23,230986.8K $0.14 %0.02 %as of Mar 31, 2026
Hunter Small Cap Value Fund Two Roads Shared Trust 23,0051.1M $1.79 %0.02 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 22,5511.1M $0.01 %0.02 %as of Feb 28, 2026
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 21,777925.1K $0.03 %0.02 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 21,745923.7K $0.04 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 21,5151.1M $0.01 %0.02 %as of Feb 28, 2026
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,3661M $0.08 %0.02 %as of Apr 30, 2026
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 21,055894.4K $0.49 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 20,199979.7K $0.15 %0.02 %as of Apr 30, 2026
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 20,044851.5K $0.10 %0.02 %as of Mar 31, 2026
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,532829.7K $0.03 %0.02 %as of Mar 31, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 18,869915.1K $0.00 %0.02 %as of Apr 30, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,5007.5M SEK0.03 %0.02 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 18,495785.7K $0.08 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,784755.5K $0.10 %0.02 %as of Mar 31, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 17,585852.9K $0.03 %0.02 %as of Apr 30, 2026
Systematic Core Fund VALIC Co I 17,228871.7K $0.13 %0.02 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 17,138831.2K $0.20 %0.02 %as of Apr 30, 2026
JNL/Mellon Financial Sector Fund JNL Series Trust 17,109726.8K $0.05 %0.02 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 16,933821.3K $0.04 %0.02 %as of Apr 30, 2026
Systematic Growth Fund VALIC Co I 16,720846K $0.08 %0.02 %as of Feb 28, 2026
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 16,539836.9K $0.96 %0.01 %as of Feb 28, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 16,061779K $0.03 %0.01 %as of Apr 30, 2026
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 16,033681.1K $0.49 %0.01 %as of Mar 31, 2026
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,491658.1K $0.09 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,273772.8K $0.01 %0.01 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,265740.4K $0.06 %0.01 %as of Apr 30, 2026
One Global ETF NORTHERN LIGHTS FUND TRUST II 14,423729.8K $0.79 %0.01 %as of Feb 28, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,931704.9K $0.06 %0.01 %as of Feb 28, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 13,500654.8K $0.19 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,960628.6K $0.03 %0.01 %as of Apr 30, 2026
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 12,602535.3K $0.03 %0.01 %as of Mar 31, 2026
Income Equity Fund Northern Funds 12,521531.9K $0.19 %0.01 %as of Mar 31, 2026
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 12,504531.2K $0.10 %0.01 %as of Mar 31, 2026
Hedged Equity Income Fund Cavanal Hill Funds 12,500632.5K $1.96 %0.01 %as of Feb 28, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,388600.8K $0.02 %0.01 %as of Apr 30, 2026
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 12,317523.2K $1.14 %0.01 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 11,139473.2K $0.03 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 10,843525.9K $0.03 %0.01 %as of Apr 30, 2026
Victory Extended Market Index Fund Victory Portfolios III 10,552511.8K $0.07 %0.01 %as of Apr 30, 2026
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 10,374503.1K $0.00 %0.01 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 10,276436.5K $0.14 %0.01 %as of Mar 31, 2026
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 10,255497.4K $2.30 %0.01 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 9,824417.3K $0.20 %0.01 %as of Mar 31, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 9,800416.3K $0.05 %0.01 %as of Mar 31, 2026
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,244467.7K $0.06 %0.01 %as of Feb 28, 2026
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 8,576433.9K $0.01 %0.01 %as of Feb 28, 2026
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 7,992339.5K $1.48 %0.01 %as of Mar 31, 2026
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,690326.7K $0.05 %0.01 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 7,611385.1K $0.05 %0.01 %as of Feb 28, 2026
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,583322.1K $0.09 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 7,564321.3K $0.07 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,541381.6K $0.01 %0.01 %as of Feb 28, 2026
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 7,446316.3K $0.03 %0.01 %as of Mar 31, 2026
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 7,391374K $1.93 %0.01 %as of Feb 28, 2026
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 7,229307.1K $0.01 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,742286.4K $0.09 %0.01 %as of Mar 31, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 6,602280.5K $0.02 %0.01 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 6,339320.8K $0.06 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,306305.8K $0.01 %0.01 %as of Apr 30, 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