Institutional Ownership
Lazard Global Total Return &
CUSIP 52106W103COMXLGIXQ1 2026
13D / 13G Filings
21
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
16.9%
Max % of class reported
Institutional Holders
46
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
21 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 12.5% | 1.63M | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 13.9% | 1.80M | SEC |
| 3 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 12.7% | 1.65M | SEC |
| 4 | Jan 3, 2025 | Saba Capital Management, L.P. | 13D/A | 5.0% | — | SEC |
| 5 | Dec 9, 2024 | Saba Capital Management, L.P. | 13D/A | 5.6% | 729.5K | SEC |
| 6 | Nov 26, 2024 | Saba Capital Management, L.P. | 13D/A | 6.7% | 865.7K | SEC |
| 7 | Nov 4, 2024 | Saba Capital Management, L.P. | 13D/A | 7.8% | 1.01M | SEC |
| 8 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 11.0% | 1.43M | SEC |
| 9 | May 17, 2024 | Saba Capital Management, L.P. | 13D/A | 8.8% | 1.15M | SEC |
| 10 | May 2, 2024 | Saba Capital Management, L.P. | 13D/A | 7.7% | 1.01M | SEC |
11 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Lazard Global Total Return &.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 462.0K | $7.43M |
| 2 | Guggenheim Capital LLC | 196.0K | $3.15M |
| 3 | Raymond James Financial Inc | 186.4K | $3.00M |
| 4 | Lpl Financial LLC | 172.4K | $2.77M |
| 5 | Stifel Financial Corp | 124.2K | $2.00M |
| 6 | Wells Fargo & Company/Mn | 122.1K | $1.96M |
| 7 | Royal Bank Of Canada | 112.0K | $1.80M |
| 8 | Osaic Holdings, Inc. | 96.9K | $1.56M |
| 9 | Steward Partners Investment Advisory, LLC | 47.7K | $766.8K |
| 10 | Ubs Group AG | 42.4K | $682.8K |