LAZARD GLBL TTL RTRN & INC (XLGIX) Top Institutional Shareholders
LAZARD GLBL TTL RTRN & INC (XLGIX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $32.43M in XLGIX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XLGIX tracked by InsiderSet, reporting ownership valued at approximately $7.43M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed XLGIX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Guggenheim Capital Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in LAZARD GLBL TTL RTRN & INC (XLGIX).
This page ranks the largest institutional XLGIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
46
Total Reported Value
$32.43M
Largest Holder
Morgan Stanley
Largest Position
$7.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
Funds Exiting Positions
0
Frequently asked questions about XLGIX
Who owns the most XLGIX stock?
The largest holders of XLGIX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LAZARD GLBL TTL RTRN & INC (XLGIX).
Is XLGIX widely held by superinvestors?
Many widely followed stocks like XLGIX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLGIX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.