Lazard Ltd (LAZ) Bundle
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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