LAZ · Lazard, Inc. · Shareholders & Ownership

$36.67 +1.06 (+2.98%) At close · Oct 20

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.10B

111.69M

Volume · Oct 20 1.47M Avg daily vol (3M) 1.68M

Every disclosed holder of LAZ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LAZ

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	348	101,447,161	90.83%	Yes
Insiders (Forms 3, 4, 5)	6	653,198	0.58%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,586,896	8.58%	Rest
Registered funds (N-PORT, not summed)	325	50,976,288	45.64%	No

Shares outstanding: 111,687,255, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LAZ

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,152,391	9.99%	+540,481	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,880,752	2.58%	-3,868	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	961,610	0.86%	-490,148	May 31, 2026	Fidelity Rutland Square Trust II, not summed
1.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	713,002	0.64%	+34,659	Jul 31, 2026	Fidelity Capital Trust, not summed
1.4	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	643,500	0.58%	-50,300	May 31, 2026	Fidelity Financial Trust, not summed
1.5	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	639,195	0.57%	-80,600	Jul 31, 2026	Fidelity Securities Fund, not summed
2	BlackRock, Inc. 13G CIK 2012383 · Holding company · Aug 31, 2026 Rule 13d-1(b), qualified institution, not summed	10,871,335	9.73%	+3,393,329	Aug 31, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,038,924	8.09%	+1,458,896	Jun 30, 2026	carried, not yet filed for the newest quarter
2.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,371,355	2.12%	-14,892	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,385,580	1.24%	—	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	392,024	0.35%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	370,698	0.33%	+15,888	Jun 30, 2026	iShares Trust, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,962,415	8.02%	-639,484	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	4,528,251	4.05%	-264,879	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
3.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	137,582	0.12%	-1,618	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
3.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	56,784	0.05%	-81,528	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
3.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	19,532	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
3.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	18,495	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,136,015	5.49%	+1,182,289	Jun 30, 2026	carried, not yet filed for the newest quarter
5	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,755,404	5.15%	-70,885	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	2,369,669	2.12%	+200,241	Jun 30, 2026	Ariel Investment Trust, not summed
5.2	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	349,203	0.31%	-192,660	Jun 30, 2026	Ariel Investment Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,021,304	4.50%	+58,215	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,632,893	3.25%	+1,750,301	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,022,392	0.92%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	354,587	0.32%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	251,055	0.22%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	161,593	0.14%	+11,081	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	33,702	0.03%	+1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,553,631	3.18%	+34,274	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,986,539	2.67%	+2,046,647	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	13,500	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
9.2	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,336	0.00%	+491	May 31, 2026	Goldman Sachs ETF Trust, not summed
9.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,155	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
9.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,132	0.00%	+1,813	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
9.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,136	0.00%	-352	May 31, 2026	Goldman Sachs ETF Trust, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,562,455	2.29%	-13,473	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,561,497	2.29%	+96,584	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,242,241	2.01%	-214,485	Jun 30, 2026	carried, not yet filed for the newest quarter
13	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,182,474	1.95%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
14	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,148,377	1.92%	-22,468	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,137,354	1.91%	+633,158	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	45	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,072,270	1.86%	+171,655	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	444,213	0.40%	+37,139	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	351,865	0.32%	+11,262	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	240,022	0.21%	+22,948	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	144,589	0.13%	-300	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	119,151	0.11%	-29,868	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,952,363	1.75%	-201,564	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	144,108	0.13%	-2,540	May 31, 2026	Columbia Funds Series Trust II, not summed
17.2	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	38,850	0.03%	+2,105	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,757,418	1.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,622,564	1.45%	-17,962	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,604,098	1.44%	+172,740	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	704,887	0.63%	+16,388	Jun 30, 2026	Janus Investment Fund, not summed
20.2	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	473,414	0.42%	+103,539	Jun 30, 2026	Janus Investment Fund, not summed
20.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	42,922	0.04%	+2,238	Jun 30, 2026	Janus Aspen Series, not summed
20.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	31,362	0.03%	+6,296	Jun 30, 2026	Janus Investment Fund, not summed
21	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,057	1.38%	-251,378	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,130,000	1.01%	-135,000	Jun 30, 2026	Victory Portfolios, not summed
21.2	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	44,051	0.04%	-1,576	Jun 30, 2026	Victory Portfolios II, not summed
21.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	11,278	0.01%	+726	Jul 31, 2026	Victory Portfolios III, not summed
21.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	1,529	0.00%	+68	Dec 31, 2025	Victory Portfolios II, not summed
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,214	1.31%	+165,032	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,260,985	1.13%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
22.2	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,831	0.01%	+2,587	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.3	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	6,641	0.01%	-22,718	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
23	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,362,926	1.22%	+1,311,695	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,306,301	1.17%	-54,565	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,281,041	1.15%	+24,328	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,162,755	1.04%	+84,657	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	542,543	0.49%	-4,946	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	304,938	0.27%	+558	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	68,071	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	66,856	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	36,867	0.03%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
27	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,315	1.02%	-129,007	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	240,000	0.21%	-251,900	Jul 31, 2026	Principal Funds, Inc, not summed
27.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	82,288	0.07%	—	Jul 31, 2026	Principal Funds, Inc, not summed
27.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	21,600	0.02%	-22,500	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
27.4	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,747	0.00%	+699	Jul 31, 2026	Principal Funds, Inc, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,024,305	0.92%	+709,200	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,339	0.90%	+555,893	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	968,112	0.87%	-6,874	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	360,868	0.32%	-30,509	Jun 30, 2026	ROYCE FUND, not summed
30.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	153,171	0.14%	+14,122	Jun 30, 2026	ROYCE FUND, not summed
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	964,653	0.86%	+569,206	Jun 30, 2026	carried, not yet filed for the newest quarter
32	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	889,392	0.80%	-60,049	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BANK OF NOVA SCOTIA 13F CIK 9631 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	804,872	0.72%	+804,872	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	752,606	0.67%	+274,694	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,454	0.00%	+101	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	743,305	0.67%	-512,575	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	741,039	0.66%	+152,635	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,245	0.01%	-276	Jun 30, 2026	Northern Funds, not summed
36.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,088	0.01%	—	Jun 30, 2026	Northern Funds, not summed
36.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,054	0.00%	-1,642	Jul 31, 2026	FlexShares Trust, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	709,203	0.64%	+6,661	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	697,200	0.62%	+697,200	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	565,506	0.51%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	554,285	0.50%	+206,051	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	546,216	0.49%	-38,172	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VOYA LARGE CAP VALUE FUND Fund S000019684 · Registered fund · May 31, 2026 Voya Equity Trust, not summed	539,253	0.48%	+77,592	May 31, 2026	Voya Equity Trust, not summed
43	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,237	0.44%	-10,975	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	412,291	0.37%	+76,846	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	288,483	0.26%	+67,983	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,223	0.36%	+30,419	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CRAWFORD INVESTMENT COUNSEL INC 13F CIK 837592 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,595	0.36%	+12,893	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	CRAWFORD SMALL CAP DIVIDEND FUND Fund S000038330 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	128,281	0.11%	+9,000	Jun 30, 2026	Unified Series Trust, not summed
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	383,706	0.34%	+383,706	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	375,015	0.34%	+12,611	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	365,995	0.33%	+365,995	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	353,445	0.32%	-88,356	Jun 30, 2026	carried, not yet filed for the newest quarter

77 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1311370 CUSIP 52110M109 13F (30d) 49 filings 46 filers Visit website Investor relations