| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 13% | -9.6% | $28,690,833 | -$3,090,678 | 1,629,189 | -9.7% | First Trust Portfolios L.P. | 31 Dec 2025 |
| Saba Capital Management, L.P. | 5% | $9,330,585 | 650,215 | Saba Capital Management, L.P. | 31 Dec 2024 |
As of 30 Sep 2025, 38 institutional investors reported holding 1,915,881 shares of LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC - Common (LGI). This represents 15% of the company’s total 13,012,692 outstanding shares.
The largest institutional shareholders of LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC - Common (LGI) together control 14% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3.7% | 475,353 | -2% | 0% | $8,223,607 |
| WELLS FARGO & COMPANY/MN | 1.4% | 187,506 | -31% | 0% | $3,243,858 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 174,532 | -14% | 0% | $3,019,400 |
| LPL Financial LLC | 1.3% | 174,260 | -4.6% | 0% | $3,014,691 |
| GUGGENHEIM CAPITAL LLC | 1.2% | 157,917 | +26% | 0.02% | $2,731,964 |
| STIFEL FINANCIAL CORP | 0.89% | 115,355 | +8.5% | 0% | $1,995,654 |
| ROYAL BANK OF CANADA | 0.58% | 75,013 | +65% | 0% | $1,298,000 |
| OSAIC HOLDINGS, INC. | 0.45% | 58,568 | +31% | 0% | $1,018,585 |
| UBS Group AG | 0.45% | 57,965 | -45% | 0% | $1,002,794 |
| BENJAMIN EDWARDS INC | 0.33% | 43,259 | -20% | 0.01% | $748,461 |
| Steward Partners Investment Advisory, LLC | 0.32% | 42,159 | +1.4% | 0% | $729,357 |
| ADAPT WEALTH ADVISORS, LLC | 0.28% | 36,225 | 0.23% | $626,693 | |
| Strategic Advocates LLC | 0.25% | 32,944 | -45% | 0.15% | $569,931 |
| BANK OF AMERICA CORP /DE/ | 0.25% | 32,470 | -1.7% | 0% | $561,737 |
| Mezzasalma Advisors, LLC | 0.24% | 31,748 | +1.9% | 0.14% | $549,239 |
| FLAGSHIP HARBOR ADVISORS, LLC | 0.22% | 27,982 | +7.3% | 0.02% | $484,095 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.16% | 21,209 | +4.9% | 0% | $372,854 |
| NewEdge Advisors, LLC | 0.16% | 20,182 | +3.3% | 0% | $349,149 |
| PMG Family Office LLC | 0.15% | 19,299 | 0% | 0.37% | $333,873 |
| JANE STREET GROUP, LLC | 0.13% | 17,275 | 0% | $298,858 | |
| HRT FINANCIAL LP | 0.13% | 16,770 | 0% | $290,000 | |
| AMERIPRISE FINANCIAL INC | 0.13% | 16,294 | +12% | 0% | $281,894 |
| Waverly Advisors, LLC | 0.12% | 15,122 | +0.77% | 0% | $261,612 |
| CoreCap Advisors, LLC | 0.11% | 14,425 | 0% | 0.01% | $249,553 |
| Wilmington Savings Fund Society, FSB | 0.11% | 14,353 | 0% | 0.01% | $248,307 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 42,318 | $747,357 | +$118,667 | $17.61 | 2 |
| 2025 Q3 | 1,915,881 | $33,156,276 | -$5,695,769 | $17.30 | 38 |
| 2025 Q2 | 2,233,958 | $37,534,353 | -$1,998,406 | $16.80 | 37 |
| 2025 Q1 | 2,385,677 | $36,763,664 | -$3,492,566 | $15.41 | 41 |
| 2024 Q4 | 2,651,758 | $42,417,949 | -$7,877,377 | $15.98 | 43 |
| 2024 Q3 | 3,183,984 | $57,701,876 | -$5,070,233 | $18.14 | 40 |
| 2024 Q2 | 3,535,454 | $58,851,371 | +$2,613,489 | $16.66 | 36 |
| 2024 Q1 | 3,341,240 | $54,502,364 | +$2,679,892 | $16.33 | 42 |
| 2023 Q4 | 2,801,982 | $42,923,702 | +$2,640,648 | $15.32 | 41 |
| 2023 Q3 | 2,635,666 | $36,477,648 | +$3,459,157 | $13.84 | 42 |
| 2023 Q2 | 2,693,878 | $42,052,773 | +$2,797,320 | $15.61 | 37 |
| 2023 Q1 | 2,514,977 | $38,794,826 | +$1,836,876 | $15.43 | 36 |
| 2022 Q4 | 2,384,366 | $34,901,859 | -$1,142,701 | $14.64 | 37 |
| 2022 Q3 | 2,492,889 | $33,730,000 | -$2,379,571 | $13.53 | 40 |
| 2022 Q2 | 2,725,562 | $42,069,741 | -$215,776 | $15.43 | 40 |
| 2022 Q1 | 2,734,721 | $48,955,000 | -$1,199,284 | $17.90 | 39 |
| 2021 Q4 | 2,821,759 | $57,021,517 | -$670,905 | $20.21 | 42 |
| 2021 Q3 | 2,853,432 | $57,158,000 | +$2,199,723 | $20.03 | 38 |
| 2021 Q2 | 2,740,945 | $57,016,000 | -$6,807,783 | $20.80 | 38 |
| 2021 Q1 | 3,077,557 | $59,158,070 | -$6,631,999 | $19.23 | 38 |
| 2020 Q4 | 3,425,171 | $61,007,000 | -$1,240,781 | $17.81 | 40 |
| 2020 Q3 | 3,498,298 | $54,175,000 | -$1,767,640 | $15.52 | 40 |
| 2020 Q2 | 3,795,608 | $53,482,000 | +$1,131,766 | $14.09 | 48 |
| 2020 Q1 | 3,308,784 | $39,781,000 | -$4,970,583 | $12.01 | 49 |
| 2019 Q4 | 3,588,224 | $59,392,000 | +$19,051,681 | $16.55 | 53 |
| 2019 Q3 | 2,384,428 | $37,270,506 | +$233,079 | $15.63 | 33 |
| 2019 Q2 | 2,344,341 | $37,884,133 | +$632,357 | $16.16 | 36 |
| 2019 Q1 | 2,358,511 | $36,437,293 | -$142,539 | $15.45 | 35 |
| 2018 Q4 | 2,460,341 | $33,511,126 | -$2,109,765 | $13.62 | 35 |
| 2018 Q3 | 2,552,542 | $45,313,016 | -$997,218 | $17.75 | 35 |
| 2018 Q2 | 2,610,651 | $47,929,738 | -$3,228,104 | $18.36 | 32 |
| 2018 Q1 | 2,787,294 | $49,751,099 | -$3,639,406 | $17.82 | 32 |
| 2017 Q4 | 2,956,915 | $53,218,312 | -$6,819,176 | $18.00 | 28 |
| 2017 Q3 | 3,350,298 | $56,163,000 | -$2,546,916 | $16.76 | 26 |
| 2017 Q2 | 3,502,031 | $57,271,000 | -$809,053 | $16.35 | 26 |
| 2017 Q1 | 3,552,316 | $53,318,000 | -$149,025 | $15.01 | 23 |
| 2016 Q4 | 3,567,610 | $49,018,000 | +$1,071,541 | $13.74 | 29 |
| 2016 Q3 | 3,485,328 | $48,884,000 | +$3,593,278 | $13.97 | 25 |
| 2016 Q2 | 3,234,052 | $42,309,000 | +$5,223,678 | $13.08 | 27 |
| 2016 Q1 | 2,928,228 | $36,399,000 | +$4,026,699 | $12.43 | 27 |
| 2015 Q4 | 2,584,563 | $33,805,000 | +$2,916,555 | $13.08 | 28 |
| 2015 Q3 | 2,355,942 | $29,517,000 | +$1,336,179 | $12.53 | 23 |
| 2015 Q2 | 2,146,069 | $33,008,000 | -$3,072,494 | $15.38 | 19 |
| 2015 Q1 | 2,314,067 | $37,348,000 | -$305,348 | $16.14 | 19 |
| 2014 Q4 | 2,369,297 | $37,458,000 | -$195,214 | $15.81 | 19 |
| 2014 Q3 | 2,311,918 | $40,156,000 | -$2,679,209 | $17.37 | 21 |
| 2014 Q2 | 2,465,369 | $45,806,000 | -$4,037,134 | $18.58 | 18 |
| 2014 Q1 | 2,688,445 | $46,803,733 | +$1,230,504 | $17.41 | 21 |