Who Owns LAZARD GLOBAL TOTAL RETURN & (LGI)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $36.7M of LAZARD GLOBAL TOTAL RETURN & (LGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($8.5M), GUGGENHEIM CAPITAL LLC ($4.0M), RAYMOND JAMES FINANCIAL INC ($3.4M), LPL Financial LLC ($3.3M), STIFEL FINANCIAL CORP ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $8.5M | 461,527 | Trimmed |
| 2 | GUGGENHEIM CAPITAL LLC | $4.0M | 215,269 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.4M | 184,988 | Trimmed |
| 4 | LPL Financial LLC | $3.3M | 180,552 | Added |
| 5 | STIFEL FINANCIAL CORP | $2.3M | 125,772 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $2.3M | 124,685 | Added |
| 7 | Royal Bank of Canada | $2.1M | 115,659 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.7M | 93,070 | Trimmed |
| 9 | Steward Partners Investment Advisory, LLC | $905,706 | 49,010 | Added |
| 10 | UBS Group AG | $705,474 | 38,175 | Trimmed |
| 11 | EVOLVE PRIVATE WEALTH, LLC | $648,851 | 35,111 | Trimmed |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $616,569 | 33,364 | Added |
| 13 | BENJAMIN EDWARDS INC | $595,070 | 32,194 | Trimmed |
| 14 | &PARTNERS | $586,019 | 31,711 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $583,323 | 31,565 | Trimmed |
| 16 | Mezzasalma Advisors, LLC | $555,292 | 30,048 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $452,065 | 24,123 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $394,195 | 21,331 | Added |
| 19 | PMG Family Office LLC | $360,822 | 19,525 | Added |
| 20 | Cetera Investment Advisers | $294,442 | 15,933 | New |
| 21 | CoreCap Advisors, LLC | $292,261 | 15,815 | Added |
| 22 | BRYN MAWR TRUST Co | $265,243 | 14,353 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $260,070 | 14,073 | Added |
| 24 | Waverly Advisors, LLC | $248,286 | 13,435 | Trimmed |
| 25 | Kovack Advisors, Inc. | $242,634 | 13,080 | Added |
Source: SEC Form 13F filings · as of 2026-06-30