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LegalZoom.com (LZ) Institutional Ownership

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$6.15 +0.10 (+1.65%)
As of 08/28/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for LegalZoom.com (NASDAQ:LZ)

Current
Institutional Ownership
Percentage
81.99%
Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$264.96M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$207.94M
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LZ Institutional Buying and Selling by Quarter

LegalZoom.com Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP28,800$177K0.0%-86.0%0.017%
8/26/2026 Amundi77,364$474K0.0%-24.1%0.045%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al43,800$268K0.0%N/A0.026%
8/24/2026 California State Teachers Retirement System648,640$3.98M0.0%+490.9%0.379%
8/21/2026 AXQ Capital LP35,878$220K0.0%-41.2%0.021%
8/20/2026 Headlands Technologies LLC10,918$67K0.0%N/A0.006%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC209,217$1.28M0.0%-6.1%0.122%
8/19/2026 Hsbc Holdings PLC138,962$847K0.0%+235.4%0.081%
8/18/2026 Empowered Funds LLC250,360$1.54M0.0%-51.4%0.146%
8/18/2026 Caitlin John LLC59,753$366K0.2%N/A0.035%
8/17/2026 Punch & Associates Investment Management Inc.2,850,501$17.47M0.9%+6.0%1.664%
8/17/2026 Bank of America Corp DE1,177,885$7.22M0.0%-53.1%0.688%
7/7/2026 GAMMA Investing LLC6,616$41K0.0%-34.7%0.004%
6/18/2026 Pacer Advisors Inc.926,425$5.25M0.0%+53.6%0.540%
5/19/2026 Bank of America Corp DE2,509,891$14.23M0.0%+187.4%1.462%
5/19/2026 Edgestream Partners L.P.17,736$101K0.0%-91.4%0.010%
5/19/2026Janus Henderson Group PLC47,800$271K0.0%-88.1%0.028%
5/19/2026 Arkadios Wealth Advisors74,819$424K0.0%+5.6%0.044%
5/18/2026 Amundi101,925$578K0.0%+83.2%0.059%
5/18/2026 Royal Bank of Canada188,505$1.07M0.0%+1,656.5%0.110%
5/18/2026 Empowered Funds LLC514,717$2.92M0.0%N/A0.300%
5/16/2026 The Manufacturers Life Insurance Company56,326$319K0.0%-5.9%0.033%
5/16/2026 Hawk Ridge Capital Management LP735,929$4.17M0.2%+48.7%0.429%
5/16/2026 Maverick Capital Ltd.125,663$713K0.0%-74.7%0.073%
5/16/2026 Quantinno Capital Management LP393,823$2.23M0.0%+232.1%0.229%
5/16/2026 Lazard Asset Management LLC831,051$4.71M0.0%+61.9%0.484%
5/15/2026 Rice Hall James & Associates LLC352,781$2M0.1%+8.5%0.206%
5/15/2026 Punch & Associates Investment Management Inc.2,689,270$15.25M0.9%+2.4%1.567%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund339,212$1.92M0.0%N/A0.198%
5/14/2026 Renaissance Technologies LLC4,013,693$22.76M0.0%-20.5%2.338%
5/14/2026 Arrowstreet Capital Limited Partnership3,533,911$20.04M0.0%-19.4%2.059%
5/14/2026 Sei Investments Co.330,130$1.87M0.0%-10.7%0.192%
5/14/2026 Walleye Capital LLC354,031$2.01M0.0%+172.5%0.206%
5/14/2026 State of Wyoming22,914$130K0.0%-41.7%0.013%
5/13/2026 Cetera Investment Advisers10,186$58K0.0%N/A0.006%
5/13/2026 First Trust Advisors LP530,673$3.01M0.0%-28.5%0.309%
5/8/2026 PNC Financial Services Group Inc.7,600$43K0.0%+11,415.2%0.004%
5/7/2026 Dimensional Fund Advisors LP3,112,895$17.65M0.0%+3.0%1.801%
5/7/2026 SEB Asset Management AB331,668$1.88M0.0%N/A0.192%
5/6/2026 Allspring Global Investments Holdings LLC27,012$154K0.0%+11.2%0.016%
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5/5/2026 Bastion Asset Management Inc.192,838$1.09M0.3%N/A0.112%
5/5/2026 Bank of New York Mellon Corp722,649$4.10M0.0%+59.5%0.418%
5/5/2026 Illinois Municipal Retirement Fund65,983$374K0.0%N/A0.038%
5/5/2026 Maryland State Retirement & Pension System16,340$93K0.0%N/A0.009%
5/5/2026 Hillsdale Investment Management Inc.778,430$4.41M0.1%+8.4%0.450%
5/4/2026 Principal Financial Group Inc.1,010,914$5.73M0.0%+579.1%0.585%
5/4/2026 Teachers Retirement System of The State of Kentucky28,000$159K0.0%N/A0.016%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,495$162K0.0%N/A0.016%
5/1/2026 Fifth Third Bancorp25,749$146K0.0%N/A0.015%
5/1/2026 Sequoia Financial Advisors LLC13,651$77K0.0%N/A0.008%
4/30/2026 Hsbc Holdings PLC41,427$235K0.0%-34.3%0.024%
4/30/2026 Oregon Public Employees Retirement Fund26,300$149K0.0%N/A0.015%
4/29/2026 Avory & Company LLC226,138$1.28M1.7%-36.9%0.131%
4/27/2026 New York State Teachers Retirement System39,823$226K0.0%+268.8%0.023%
4/27/2026 Y Intercept Hong Kong Ltd483,664$2.74M0.1%+46.0%0.280%
4/25/2026 Strs Ohio104,100$590K0.0%+41.4%0.060%
4/21/2026 Louisiana State Employees Retirement System51,100$290K0.0%N/A0.030%
4/20/2026 OP Asset Management Ltd118,159$670K0.0%N/A0.068%
4/16/2026 SG Americas Securities LLC94,670$537K0.0%-82.3%0.055%
3/20/2026 Hsbc Holdings PLC63,007$634K0.0%+42.6%0.036%
2/24/2026 Avory & Company LLC358,309$3.56M2.3%-4.8%0.202%
2/24/2026 Pacer Advisors Inc.603,224$5.99M0.0%+8.8%0.340%
2/19/2026 Invesco Ltd.224,563$2.23M0.0%+17.6%0.127%
2/18/2026 Mercer Global Advisors Inc. ADV42,864$426K0.0%+18.2%0.024%
2/18/2026 Beacon Pointe Advisors LLC206,542$2.05M0.0%N/A0.117%
2/18/2026 EP Wealth Advisors LLC43,183$429K0.0%N/A0.024%
2/18/2026 Mackenzie Financial Corp206,541$2.08M0.0%+19.5%0.117%
2/18/2026 Coastal Bridge Advisors LLC1,055,260$10.48M0.8%-5.4%0.595%
2/18/2026 XTX Topco Ltd34,810$346K0.0%-62.1%0.020%
2/18/2026 Tudor Investment Corp ET AL196,271$1.95M0.0%-60.4%0.111%
2/18/2026 Polymer Capital Management US LLC13,455$134K0.0%N/A0.008%
2/18/2026 Millennium Management LLC35,517$353K0.0%-90.9%0.020%
2/18/2026 Man Group plc1,157,043$11.49M0.0%+15.2%0.653%
2/18/2026 Invenomic Capital Management LP1,587,044$15.76M0.7%+23.8%0.895%
2/18/2026Janus Henderson Group PLC402,475$4.00M0.0%-66.3%0.227%
2/18/2026 Engineers Gate Manager LP79,262$787K0.0%-39.8%0.045%
2/18/2026 Balyasny Asset Management L.P.348,275$3.46M0.0%+2,496.4%0.196%
2/17/2026 Freestone Grove Partners LP18,441$183K0.0%N/A0.010%
2/17/2026 Schonfeld Strategic Advisors LLC92,453$918K0.0%-52.0%0.052%
2/17/2026 PDT Partners LLC26,830$266K0.0%-47.4%0.015%
2/17/2026 AQR Capital Management LLC2,582,472$25.64M0.0%+23.5%1.457%
2/17/2026 Lazard Asset Management LLC513,176$5.10M0.0%-54.3%0.289%
2/17/2026 Jain Global LLC23,469$233K0.0%N/A0.013%
2/17/2026 Trexquant Investment LP553,432$5.50M0.0%-30.3%0.312%
2/17/2026 Amundi55,640$553K0.0%N/A0.031%
2/17/2026 Price T Rowe Associates Inc. MD1,745,359$17.33M0.0%-28.8%0.985%
2/17/2026 Russell Investments Group Ltd.213,217$2.13M0.0%-26.9%0.120%
2/17/2026 Punch & Associates Investment Management Inc.2,627,047$26.09M1.5%+23.6%1.482%
2/17/2026 State of Wisconsin Investment Board58,190$578K0.0%+41.6%0.033%
2/17/2026 Kemnay Advisory Services Inc.7,415$74K0.0%N/A0.004%
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2/17/2026 Captrust Financial Advisors141,443$1.41M0.0%+167.4%0.080%
2/17/2026 ExodusPoint Capital Management LP38,212$379K0.0%-45.4%0.022%
2/17/2026 Royal Bank of Canada10,732$106K0.0%-49.0%0.006%
2/17/2026 Graham Capital Management L.P.35,817$356K0.0%+59.2%0.020%
2/17/2026 Magnetar Financial LLC47,838$475K0.0%N/A0.027%
2/17/2026 Rice Hall James & Associates LLC325,229$3.23M0.2%-0.6%0.183%
2/16/2026 Squarepoint Ops LLC230,855$2.29M0.0%N/A0.130%
2/16/2026 Verition Fund Management LLC148,042$1.47M0.0%-32.1%0.084%
2/16/2026 Panagora Asset Management Inc.85,711$851K0.0%-10.2%0.048%
2/16/2026 Mariner LLC133,932$1.33M0.0%+50.3%0.076%


LZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 269 institutional investors and hedge funds held shares of LegalZoom.com. The most heavily invested institutionals were Vanguard Group Inc. ($182.17M), Goldman Sachs Group Inc. ($37.04M), Boston Partners ($36.05M), Geode Capital Management LLC ($29.81M), Franklin Resources Inc. ($27.33M), State Street Corp ($26.40M), and AQR Capital Management LLC ($25.64M).Learn more on LegalZoom.com's institutional investors.

81.99% of LegalZoom.com's stock is owned by institutional investors. Learn more on LZ's institutional investor holdings.

Of the 243 institutional investors that purchased LegalZoom.com's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($3.62M), JPMorgan Chase & Co. ($2.73M), Vanguard Group Inc. ($2.57M), Goldman Sachs Group Inc. ($2.44M), Nuveen LLC ($2.40M), Bank of America Corp DE ($2.21M), and Punch & Associates Investment Management Inc. ($2.06M).

Institutional investors have bought a total of 29,407,628 shares in the last 24 months. This purchase volume represents approximately $264.96M in transactions.

Of the 79 institutional investors that sold LegalZoom.com's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($2.44M), Hawk Ridge Capital Management LP ($2.08M), Jacobs Levy Equity Management Inc. ($1.71M), Tudor Investment Corp ET AL ($1.47M), Bank of America Corp DE ($1.33M), Renaissance Technologies LLC ($1.30M), and Janus Henderson Group PLC ($1.15M).

Institutional investors have sold a total of 22,818,629 shares in the last 24 months. This volume of shares sold represents approximately $207.94M in transactions.



Institutional ownership data for NASDAQ:LZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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