Institutional Ownership
Lazard Global Total Return &
CUSIP 52106W103COMXLGIXQ1 2026
Institutional Holders
46
13F filers
Shares Held
2.04M
Aggregate institutional
Institutional Value
$32.43M
Q1 2026
Net New Holders
+7
10 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased19
Decreased12
Sold out3
Institutional Holders
46 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 462.0K | $7.43M | −20.8K | Reduced |
| 2 | Guggenheim Capital LLC | 196.0K | $3.15M | +9.5K | Added |
| 3 | Raymond James Financial Inc | 186.4K | $3.00M | −21.3K | Reduced |
| 4 | Lpl Financial LLC | 172.4K | $2.77M | +737 | Added |
| 5 | Stifel Financial Corp | 124.2K | $2.00M | +4.0K | Added |
| 6 | Wells Fargo & Company/Mn | 122.1K | $1.96M | +19.2K | Added |
| 7 | Royal Bank Of Canada | 112.0K | $1.80M | +1.7K | Added |
| 8 | Osaic Holdings, Inc. | 96.9K | $1.56M | +38.0K | Added |
| 9 | Steward Partners Investment Advisory, LLC | 47.7K | $766.8K | +451 | Added |
| 10 | Ubs Group AG | 42.4K | $682.8K | −399 | Reduced |
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