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LGI

Lazard Global Total Return & Income Fund Inc
$18.28 -0.46 (-2.45%) At close · Jul 13
Market Cap
$237.88M
Shares
13,012,942

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 47
Total Value: $32,909,351
Total Shares: 2,042,937

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 47 13F filers
Top Holder
22.6%
Jun 2023 → Mar 2026 · range 18.5% – 39.8%
of institutional value
Top 5
55.9%
Jun 2023 → Mar 2026 · range 50.7% – 72.1%
of institutional value
Top 10
76.5%
Jun 2023 → Mar 2026 · range 73.0% – 85.7%
of institutional value
HHI
921
Jun 2023 → Mar 2026 · range 777 – 1,893
Broadly held
Showing 47 of 47
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $7,433,660 22.59% 462,005
Large GUGGENHEIM CAPITAL LLC $3,153,173 9.58% 195,971
Mega RAYMOND JAMES FINANCIAL INC $2,998,564 9.11% 186,362
Mega LPL Financial LLC $2,774,302 8.43% 172,424
Large STIFEL FINANCIAL CORP $1,997,879 6.07% 124,169
Mega WELLS FARGO & COMPANY/MN $1,964,282 5.97% 122,081
Mega ROYAL BANK OF CANADA Bank $1,802,208 5.48% 112,008
Large OSAIC HOLDINGS, INC. $1,558,396 4.74% 96,855
Large Steward Partners Investment Advisory, LLC $766,785 2.33% 47,656
Mega UBS Group AG $682,795 2.07% 42,436
Small Shaker Financial Services, LLC $632,337 1.92% 39,300
Mid EVOLVE PRIVATE WEALTH, LLC $606,432 1.84% 37,690
Mid BENJAMIN EDWARDS INC $546,593 1.66% 33,971
Small Mezzasalma Advisors, LLC $526,062 1.60% 32,695
Mega BANK OF AMERICA CORP /DE/ Bank $511,645 1.55% 31,799
Small FLAGSHIP HARBOR ADVISORS, LLC $496,971 1.51% 30,887
Micro ADAPT WEALTH ADVISORS, LLC $485,145 1.47% 30,152
Large &PARTNERS $368,782 1.12% 22,920
Mega AMERIPRISE FINANCIAL INC $311,180 0.95% 19,340
Micro PMG Family Office LLC Family Office $298,324 0.91% 18,541
Mid CoreCap Advisors, LLC $292,261 0.89% 15,815
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $275,509 0.84% 17,123
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $269,266 0.82% 16,735
Mid Waverly Advisors, LLC $240,674 0.73% 14,958
Mid Wilmington Savings Fund Society, FSB $230,939 0.70% 14,353
Mid Kovack Advisors, Inc. $209,202 0.64% 13,002
Mid XTX Topco Ltd $201,398 0.61% 12,517
Mid CARY STREET PARTNERS FINANCIAL LLC $187,625 0.57% 11,661
Mid Virtu Financial LLC $173,772 0.53% 10,800
Large COMMONWEALTH EQUITY SERVICES, LLC $171,599 0.52% 10,665
Large HRT FINANCIAL LP $169,009 0.51% 10,504
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $129,267 0.39% 8,034
Mid MAI Capital Management $111,986 0.34% 6,960
Large NewEdge Advisors, LLC $98,406 0.30% 6,116
Mid WOLVERINE ASSET MANAGEMENT LLC $60,047 0.18% 3,732
Mid Western Wealth Management, LLC $47,143 0.14% 2,930
Mid Allworth Financial LP $32,180 0.10% 2,000
Small Colonial Trust Co / SC Bank $23,056 0.07% 1,433
Large TD Waterhouse Canada Inc. $17,699 0.05% 1,100
Small NBC SECURITIES, INC. Broker-Dealer $15,140 0.05% 941
Mid Atlantic Union Bankshares Corp $11,665 0.04% 725
Micro Strategic Advocates LLC $7,256 0.02% 451
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $5,544 0.02% 300
Mid HARBOUR INVESTMENTS, INC. $5,406 0.02% 336
Small HIGHLINE WEALTH PARTNERS LLC $2,687 0.01% 167
Mid Parallel Advisors, LLC $2,558 0.01% 159
Large CWM, LLC $2,542 0.01% 158
Key facts CIK 1278211 CUSIP 52106W103 13F (30d) 2 filings 2 filers Visit website

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