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DaveManuel.com · Institutional Ownership · Who Owns It

LA Z BOY INC (LZB)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

273
Reporting holders
$1.6B
Reported value
102.0%
Of shares outstanding
0.2%
Calls
0.1%
Puts
+11
Holder change

Institutions report 40,712,858 shares against 39,897,378 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$265.5M6,618,5240.00%8q+3.1%+$7.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$120.3M2,999,2320.01%2q+9.5%+$10.4M
DIMENSIONAL FUND ADVISORS LP$108.5M2,705,4330.02%31qHELD
VANGUARD CAPITAL MANAGEMENT LLC$73.9M1,842,1190.00%2q+0.5%+$381.6K
AMERICAN CENTURY COMPANIES INC$73.7M1,835,9320.03%27q+12.6%+$8.3M
STATE STREET CORP$67.2M1,674,9140.00%31q+2.9%+$1.9M
LSV ASSET MANAGEMENT$61.8M1,540,5570.11%31q+2.3%+$1.4M
FRANKLIN RESOURCES INC$56.1M1,399,2550.01%13q-16.3%-$10.9M
SILVERCREST ASSET MANAGEMENT GROUP LLC$44.2M1,101,1970.29%31q-5.9%-$2.8M
GEODE CAPITAL MANAGEMENT, LLC$42.0M1,047,1350.00%31q+3.9%+$1.6M
FULLER & THALER ASSET MANAGEMENT, INC.$36.6M913,3050.10%8q+33.4%+$9.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$28.5M710,1710.00%31q-6.6%-$2.0M
BROWN ADVISORY INC$26.3M656,0300.04%24q+19.1%+$4.2M
Allspring Global Investments Holdings, LLC$26.3M660,9080.04%8q-12.5%-$3.8M
SYSTEMATIC FINANCIAL MANAGEMENT LP$24.0M597,7770.48%31q+1.0%+$238.2K
AQR CAPITAL MANAGEMENT LLC$21.5M535,7270.01%16q+108.1%+$11.2M
D. E. Shaw & Co., Inc.$20.7M515,5340.01%9q+16.6%+$2.9M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$19.5M486,3240.06%19q-34.7%-$10.4M
MORGAN STANLEY$19.5M486,2780.00%35q-10.2%-$2.2M
NORTHERN TRUST CORP$19.1M475,1020.00%31q+4.1%+$755.6K
Qube Research & Technologies Ltd$18.1M452,1650.02%16q+8.7%+$1.4M
BANK OF AMERICA CORP /DE/$17.3M432,3420.00%31q+0.5%+$88.8K
Bank of New York Mellon Corp$17.2M427,6570.00%31qHELD
GOLDMAN SACHS GROUP INC$15.1M376,5280.00%31q+4.1%+$593.4K
GW&K Investment Management, LLC$14.8M367,9850.12%8qHELD
RENAISSANCE TECHNOLOGIES LLC$14.6M365,0000.02%5q+63.2%+$5.7M
GLENMEDE TRUST CO NA$12.3M307,0900.05%29q+24.4%+$2.4M
ArchPoint Investors$11.1M277,7962.35%31q-21.3%-$3.0M
MILLENNIUM MANAGEMENT LLC$11.0M274,1230.00%17q+90.9%+$5.2M
VANGUARD FIDUCIARY TRUST CO$10.9M271,5320.00%2q+1.5%+$163.2K
Nuveen, LLC$10.9M270,6060.00%6q+7.9%+$791.5K
CITADEL ADVISORS LLC$10.6M
incl. $1.4M options CALL+PUT
227,5150.00%31q-11.8%-$1.4M
LOOMIS SAYLES & CO L P$9.5M235,8540.01%2q-4.4%-$433.5K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$9.3M231,1030.16%2q+4.3%+$378.9K
Invesco Ltd.$8.8M219,8140.00%31q-4.5%-$418.6K
UBS Group AG$8.7M215,6610.00%31q+200.4%+$5.8M
JPMORGAN CHASE & CO$8.6M212,8460.00%31q-0.6%-$51.8K
JANE STREET GROUP, LLC$8.3M
incl. $1.2M options CALL+PUT
175,7770.00%11q+19.7%+$1.4M
CSM Advisors, LLC$8.3M206,0660.18%4q+27.8%+$1.8M
Creative Planning$8.2M203,2270.00%4q+110.4%+$4.3M
NICHOLAS COMPANY, INC.$8.0M198,6160.15%32qHELD
PRINCIPAL FINANCIAL GROUP INC$7.9M197,7800.00%31q-1.4%-$109.3K
Access Investment Management LLC$7.4M185,1041.90%10qHELD
VICTORY CAPITAL MANAGEMENT INC$7.4M183,2470.00%31q+4.4%+$310.2K
Empowered Funds, LLC$6.5M161,3940.03%2q+6.2%+$378.1K
Dana Investment Advisors, Inc.$6.4M158,2760.17%10q-1.6%-$105.2K
FIRST TRUST ADVISORS LP$6.2M154,7380.00%31q-73.4%-$17.1M
Pacer Advisors, Inc.$5.8M145,4600.01%3q-20.4%-$1.5M
Public Sector Pension Investment Board$5.6M140,5770.01%31q-4.8%-$281.6K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.6M138,3990.00%5q-30.7%-$2.5M
AMERIPRISE FINANCIAL INC$5.3M133,1200.00%31q-6.2%-$350.4K
GAMCO INVESTORS, INC. ET AL$5.3M133,0000.05%31qHELD
RHUMBLINE ADVISERS$4.8M119,6960.00%31q-9.8%-$521.5K
TEACHER RETIREMENT SYSTEM OF TEXAS$4.6M115,0300.01%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6M
incl. $2.3M options CALL+PUT
57,6270.00%31q+35.0%+$1.2M
Regal Investment Advisors LLC$4.4M109,8560.23%21qHELD
FMR LLC$4.1M103,2420.00%31q+39.0%+$1.2M
SG Americas Securities, LLC$4.1M102,1570.00%4q-1.5%-$60.7K
XTX Topco Ltd$4.1M101,7040.05%3q+113.5%+$2.2M
Legal & General Group Plc$4.0M99,8020.00%31qHELD
WINTON GROUP Ltd$3.9M97,1170.13%newNEW
CHATHAM CAPITAL GROUP, INC.$3.3M83,0260.43%13q+8.8%+$268.5K
Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M82,1880.01%7q-26.1%-$1.2M
Swiss National Bank$3.3M82,1000.00%31q+1.0%+$32.1K
Phocas Financial Corp.$3.2M80,1610.45%24q-5.1%-$171.2K
SEI INVESTMENTS CO$3.2M78,6490.00%15q-32.3%-$1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M77,5730.00%31q+7.1%+$206.3K
JACOBS LEVY EQUITY MANAGEMENT, INC$3.1M77,3900.01%6q-8.8%-$298.2K
CAPITAL FUND MANAGEMENT S.A.$2.8M71,0360.01%3q+28.3%+$628.0K
PRICE T ROWE ASSOCIATES INC /MD/$2.8M70,5330.00%31q+13.9%+$344.7K
Forum Finance Group S.A.$2.8M85,0000.99%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M61,7250.01%12q+8.6%+$196.9K
ExodusPoint Capital Management, LP$2.4M60,6410.02%3q-13.2%-$368.7K
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.4M60,1670.00%31q+0.8%+$18.1K
ROYCE & ASSOCIATES LP$2.4M59,3710.02%6q+40.0%+$681.1K
Vanguard Global Advisers, LLC$2.2M54,6450.00%2q+30.0%+$506.0K
IEQ CAPITAL, LLC$2.1M52,7810.01%2q+281.1%+$1.6M
Cardinal Capital Management$2.1M52,2920.25%18q+1.8%+$37.4K
Squarepoint Ops LLC$2.1M51,1480.00%newNEW
CITIGROUP INC$2.0M49,9030.00%31q+64.4%+$784.0K
BNP PARIBAS FINANCIAL MARKETS$2.0M49,6310.00%31q+212.4%+$1.4M
GABELLI FUNDS LLC$2.0M48,8000.01%31qHELD
Cerity Partners LLC$2.0M48,6520.00%10q+102.3%+$987.3K
Linden Thomas Advisory Services, LLC$1.9M46,6040.15%5q+12.3%+$205.5K
PRUDENTIAL FINANCIAL INC$1.8M45,8340.00%31q+4.4%+$77.0K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$1.8M43,7490.00%31q+14.3%+$219.0K
BARCLAYS PLC$1.7M42,8980.00%31q+9.7%+$152.1K
DEUTSCHE BANK AG\$1.7M42,7310.00%34q+17.0%+$249.4K
WELLS FARGO & COMPANY/MN$1.7M42,1970.00%31q+93.4%+$817.7K
VANGUARD ASSET MANAGEMENT, Ltd$1.6M39,9370.00%2q+11.4%+$164.5K
Mariner, LLC$1.6M38,8040.00%2q+138.0%+$902.6K
Rafferty Asset Management, LLC$1.6M38,7190.00%6q+20.4%+$262.7K
HSBC HOLDINGS PLC$1.5M38,5350.00%newNEW
Virtu Financial LLC$1.5M38,4690.05%newNEW
Russell Investments Group, Ltd.$1.5M38,3720.00%31q+115.8%+$826.2K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M37,2640.10%newNEW
Venture Visionary Partners LLC$1.5M36,1780.04%27qHELD
ALLIANCEBERNSTEIN L.P.$1.4M43,5860.00%31q-2.5%-$35.4K
Pinnacle Holdings, LLC$1.4M34,2040.42%26q-0.7%-$10.2K
CANADA LIFE ASSURANCE Co$1.4M34,0860.00%27q-4.6%-$66.1K

Showing the largest 100 of 273 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-22Whittington Melinda DPresident & CEOSold26,639$1.1M
2026-06-29Richmond Raphaell Z.VP, GC & Chief Compliance OffSold13,671$544.5K
2026-06-24Leggett Michael AdamSr VP & Chief Supply Chain OffSold9,000$374.9K
2026-06-23Whittington Melinda DPresident & CEOSold7,364$294.6K
2026-09-10Sundy Robert IIPresident, RetailSold5,000$154.2K
2026-06-25McCurry Jennifer LynnChief Accounting OfficerSold3,715$152.5K
2026-06-18McCurry Jennifer LynnChief Accounting OfficerSold3,410$138.5K
2026-09-08KERR JANETDirectorSold3,653$116.0K
2026-06-30Linz Terrence JamesPresident, Wholesale BrandsSold2,500$100.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202648$16.9M571,240817190.0%
Q2 2026273$1.6B40,712,85843101680.4%
Q1 2026262$1.3B40,888,6262998740.2%
Q4 2025261$1.6B41,985,9694079760.3%
Q3 2025246$1.4B41,157,9852669970.3%
Q2 2025255$1.6B42,099,9073079900.5%
Q1 2025248$1.7B43,089,0822878880.4%
Q4 2024249$1.8B39,948,6702067890.6%
Q3 2024242$1.8B40,763,3303564890.7%
Q2 2024234$1.5B41,371,7523873770.4%
Q1 2024220$1.6B43,100,1512352800.6%
Q4 2023223$1.6B43,322,4271958940.4%
Q3 2023222$1.3B42,670,4203256760.5%
Q2 2023229$1.2B41,754,5323073800.4%
Q1 2023228$1.2B41,778,9252962850.5%
Q4 2022223$961.7M41,969,0112568800.4%
Q3 2022204$7.3B322,203,0802274620.0%
Q2 2022205$7.6B321,835,7823065650.1%
Q1 2022208$8.8B335,006,7531874760.0%
Q4 2021225$4.2B116,914,4722861820.0%
Q3 2021223$3.8B117,477,8862165850.2%
Q2 2021226$4.1B110,083,0501976850.3%
Q1 2021230$4.7B110,493,2073772730.3%
Q4 2020215$4.6B115,218,0233251820.1%
Q3 2020214$3.5B110,926,0943068770.4%
Q2 2020209$3.1B115,552,7863364780.2%
Q1 2020202$2.6B127,539,1722680610.0%
Q4 2019210$1.9B59,809,6363068650.2%
Q3 2019210$2.0B58,806,2453361720.3%
Q2 2019204$2.2B71,654,6792072560.3%
Q1 2019237$2.3B70,390,4344955730.2%
Q4 2018202$11.5B413,283,1383440.0%