LGI · Lazard Global Total Return & Income Fund Inc · Shareholders & Ownership
Market Cap
$217.29M
Shares
13.03M
Volume · Oct 21
53.38K
Avg daily vol (3M)
32.49K
Every disclosed holder of LGI 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.
Who Owns LGI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,033,754 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 1,908,060 | — |
| Registered funds (N-PORT, not summed) | 0 | — |
% Out is unavailable: no shares outstanding count is on record.
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 LGI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
First Trust Portfolios L.P.
13G
CIK 1184765 · Unknown · Sep 30, 2026
Rule 13d-1(b), qualified institution
|
1,257,845 | ||
| 2 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Dec 31, 2024
|
650,215 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
461,527 | ||
| 4 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
215,269 | ||
| 5 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
184,988 | ||
| 6 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
180,552 | ||
| 7 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,772 | ||
| 8 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,685 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
115,659 | ||
| 10 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
93,070 | ||
| 11 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
51,320 | ||
| 12 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,010 | ||
| 13 |
|
38,175 | ||
| 14 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,111 | ||
| 15 |
FLAGSHIP HARBOR ADVISORS, LLC
13F
CIK 1691766 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,364 | ||
| 16 |
BENJAMIN EDWARDS INC
13F
CIK 1451623 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,194 | ||
| 17 |
|
31,711 | ||
| 18 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,565 | ||
| 19 |
Mezzasalma Advisors, LLC
13F
CIK 1864916 · Registered investment adviser · Sep 30, 2026
|
30,622 | ||
| 20 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
24,843 | ||
| 21 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,331 | ||
| 22 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
19,582 | ||
| 23 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
17,701 | ||
| 24 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,933 | ||
| 25 |
Wilmington Savings Fund Society, FSB
13F
CIK 900974 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,353 | ||
| 26 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,073 | ||
| 27 |
Waverly Advisors, LLC
13F
CIK 1568787 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,435 | ||
| 28 |
Kovack Advisors, Inc.
13F
CIK 1728321 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,080 | ||
| 29 |
CARY STREET PARTNERS FINANCIAL LLC
13F
CIK 1475045 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,661 | ||
| 30 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,488 | ||
| 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
CIK 1141802 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,509 | ||
| 32 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,116 | ||
| 33 |
Institute for Wealth Management, LLC.
13F
CIK 1533954 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,574 | ||
| 34 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,000 | ||
| 35 |
Colonial Trust Co / SC
13F
CIK 1954093 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,433 | ||
| 36 |
NBC SECURITIES, INC.
13F
CIK 791540 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
966 | ||
| 37 |
Atlantic Union Bankshares Corp
13F
CIK 883948 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
725 | ||
| 38 |
MATHER GROUP, LLC.
13F
CIK 1527641 · Registered investment adviser · Sep 30, 2026
|
544 | ||
| 39 |
Strategic Advocates LLC
13F
CIK 1991340 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
451 | ||
| 40 |
MB, LEVIS & ASSOCIATES, LLC
13F
CIK 2065807 · Registered investment adviser · Sep 30, 2026
|
400 | ||
| 41 |
BEACON INVESTMENT ADVISORY SERVICES, INC.
13F
CIK 1654599 · Registered investment adviser · Sep 30, 2026
|
300 | ||
| 42 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
234 | ||
| 43 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
167 | ||
| 44 |
Parallel Advisors, LLC
13F
CIK 1690010 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
159 | ||
| 45 |
Arax Advisory Partners
13F
CIK 1586767 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102 |
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.