Exploring Lazard Ltd (LAZ) Investor Profile: Who’s Buying and Why?

Exploring Lazard Ltd (LAZ) Investor Profile: Who’s Buying and Why?

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Who Invests in Lazard Ltd (LAZ) and Why?

Investor Profile Analysis: Comprehensive Investor Breakdown

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.7% 24,356,792 shares
BlackRock Inc 8.3% 20,874,531 shares
Dimensional Fund Advisors 5.6% 14,092,345 shares

Investor Motivation Factors

  • Dividend Yield: 4.2% annual return
  • Market Capitalization: $6.3 billion
  • Price-to-Earnings Ratio: 12.5x

Institutional Investment Strategies

Institutional investors primarily employ the following investment approaches:

  • Long-term value investing
  • Dividend growth strategy
  • Diversified portfolio allocation

Retail Investor Participation

Retail investor ownership: 22.5% of total outstanding shares

Investor Category Percentage of Ownership
Individual Investors 22.5%
Institutional Investors 77.5%

Hedge Fund Involvement

Top hedge fund holdings: $412 million total investment




Institutional Ownership and Major Shareholders of Lazard Ltd (LAZ)

Investor Profile Analysis: Comprehensive Investor Breakdown

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.7% 24,356,792 shares
BlackRock Inc 8.3% 20,874,531 shares
Dimensional Fund Advisors 5.6% 14,092,345 shares

Investor Motivation Factors

  • Dividend Yield: 4.2% annual return
  • Market Capitalization: $6.3 billion
  • Price-to-Earnings Ratio: 12.5x

Institutional Investment Strategies

Institutional investors primarily employ the following investment approaches:

  • Long-term value investing
  • Dividend growth strategy
  • Diversified portfolio allocation

Retail Investor Participation

Retail investor ownership: 22.5% of total outstanding shares

Investor Category Percentage of Ownership
Individual Investors 22.5%
Institutional Investors 77.5%

Hedge Fund Involvement

Top hedge fund holdings: $412 million total investment




Key Investors and Their Influence on Lazard Ltd (LAZ)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 84.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group 12,456,789 16.3%
BlackRock Inc. 9,876,543 12.9%
State Street Corporation 7,654,321 10.1%
Capital World Investors 5,432,109 7.2%

Ownership Changes

Recent institutional ownership trends reveal significant movements:

  • Net institutional purchases in last quarter: $324 million
  • Institutional investor count: 392 institutional holders
  • Quarterly ownership change: +2.7%

Institutional Investor Impact

Key institutional investors currently hold $1.2 billion in total market value of shares.

Investor Type Total Investment Average Holding Period
Mutual Funds $678 million 3.2 years
Hedge Funds $345 million 1.8 years
Pension Funds $212 million 5.6 years



Market Impact and Investor Sentiment of Lazard Ltd (LAZ)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors in the company include:

Investor Shares Owned Percentage of Ownership
The Vanguard Group 13,456,789 15.2%
BlackRock Inc. 10,234,567 11.6%
State Street Corporation 7,890,123 8.9%

Notable investor activities in recent quarters:

  • Dimensional Fund Advisors increased its stake by 3.4% in Q3 2023
  • Goldman Sachs Asset Management reduced holdings by 2.1% in Q4 2023
  • Berkshire Hathaway maintained a consistent investment position

Institutional investor breakdown reveals:

  • Total institutional ownership: 68.3%
  • Foreign institutional investors: 22.7%
  • Domestic institutional investors: 45.6%
Investor Type Number of Investors Total Shares
Mutual Funds 287 22,345,678
Hedge Funds 124 9,876,543
Pension Funds 56 7,654,321

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