La-Z-Boy

LZB • NYSE

La-Z-Boy is a furnishings, fixtures & appliances company in the consumer cyclical sector on NYSE, led by Melinda D. Whittington, with a market cap of $1.6B. As of Q3 2025, 99% of shares are held by 242 institutional investors, with BlackRock, Inc. as the largest holder at 15.37%.

President and Chief Executive OfficerMelinda D. Whittington

Market Cap$1.6B

Furnishings, Fixtures & Appliances

Consumer Cyclical

Employees10.2K

Websitela-z-boy.com

Country

United States of America

Overview

Overview of institutional ownership in LZB as of Q3 2025 with a market cap of $1.4B

All Institutions

Institutions: 242
Value Held: $1.4B
Shares Held: 40.9M
Avg Position: $5.8M
Median Position: $475.0K

Hedge Funds

Hedge Funds: 18
Value Held: $35.2M
Shares Held: 1.0M
Avg Position: $2.0M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

96.77%

$1.4B

Hedge Funds

2.49%

$35.2M

Retail & Other

0.736%

$10.4M

Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LZB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$217.4M 0.00% of portfolio	15.37% 6.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$163.9M 0.00% of portfolio	11.59% 4.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$90.9M 0.02% of portfolio	6.43% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$55.8M 0.00% of portfolio	3.95% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$51.2M 0.01% of portfolio	3.62% 1.5M shares	Q2 2023 Held for 2y 5m	$395.36B
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	$50.7M 0.34% of portfolio	3.58% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$15.1B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$50.3M 0.11% of portfolio	3.55% 1.5M shares	Q4 2015 Held for 9y 11m	$45.1B
A AMERICAN CENTURY COMPANIES INC Institution	-	$49.2M 0.03% of portfolio	3.48% 1.4M shares	Q4 2019 Held for 5y 11m	$195.93B
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$47.7M 0.10% of portfolio	3.38% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$48.0B
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$45.7M 0.03% of portfolio	3.23% 1.3M shares	Q1 2015 Held for 10y 8m	$134.11B

Net Capital Flow

Institutional buying and selling activity for LZB in Q3 2025

Traded: −$18.1M
Buyers: 105
Sellers: 125
Total Bought: +$96.5M
Total Sold: −$114.7M
Avg Position: $5.2M

Biggest Buyers

Institution	Net Bought	Current Position
FRANKLIN RESOURCES INC Institution	+$34.6M +1.0M shares	$51.2M 1.5M shares
B BlackRock, Inc. Institution	+$5.8M +168.9K shares	$217.4M 6.3M shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$4.7M +137.4K shares	$4.7M 137.4K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	+$4.0M +115.3K shares	$4.0M 115.3K shares
C CSM Advisors, LLC Institution	+$4.0M +115.3K shares	$4.0M 115.3K shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$3.8M +113.4K shares	$24.4M 721.0K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$3.8M +110.8K shares	$4.5M 130.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$3.4M +100.4K shares	$47.7M 1.4M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$3.3M +95.7K shares	$49.2M 1.4M shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	+$3.1M +89.7K shares	$50.7M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$14.7M −429.0K shares	$21.0M 611.6K shares
FIRST TRUST ADVISORS LP ETF Provider	−$13.1M −382.6K shares	$45.7M 1.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$9.1M −264.4K shares	$9.4M 274.1K shares
GOLDMAN SACHS GROUP INC Institution	−$7.7M −225.3K shares	$10.8M 313.7K shares
J JANE STREET GROUP, LLC Institution	−$4.3M −116.7K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$3.5M −101.7K shares	$2.2M 64.3K shares
M MACQUARIE GROUP LTD Institution	−$3.2M −92.1K shares	$38.7M 1.1M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$3.1M −90.5K shares	$724.0K 21.1K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$3.0M −87.1K shares	$5.9M 173.1K shares
L LSV ASSET MANAGEMENT Long Only Manager	−$2.8M −81.7K shares	$50.3M 1.5M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LZB in Q3 2025

New Positions: 12
New Value: $6.2M
Exited Positions: 29
Exited Value: $18.8M

New Positions

Institution	Position Value
C CSM Advisors, LLC Institution	$4.0M 115.3K shares
Morningstar Investment Management LLC Long Only Manager	$1.1M 31.8K shares
FourThought Financial Partners, LLC RIA/Wealth	$461.4K 13.4K shares
Truvestments Capital LLC RIA/Wealth	$387.4K 11.3K shares
Lido Advisors, LLC RIA/Wealth	$266.1K 7.8K shares
S Salomon & Ludwin, LLC Institution	$13.6K 394.0 shares
R Root Financial Partners, LLC RIA/Wealth	$4.7K 136.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$2.3K 67.0 shares
C Cedar Mountain Advisors, LLC RIA/Wealth	$1.1K 32.0 shares
Sontag Advisory, LLC RIA/Wealth	$1.1K 32.0 shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$4.3M 116.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.0M 53.7K shares
A Allianz Asset Management AG Institution	$1.7M 45.4K shares
C Cubist Systematic Strategies, LLC Institution	$1.5M 41.5K shares
Trexquant Investment LP Hedge Fund•Quant	$1.2M 31.3K shares
D Dynamic Technology Lab Private Ltd Institution	$1.1M 30.3K shares
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	$992.8K 26.7K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$850.0K 22.9K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$830.4K 22.3K shares
PFG Advisors RIA/Wealth	$484.9K 13.0K shares

Options Activity

Institutions with the largest Call and Put options positions in LZB as of Q3 2025

Call Positions: 4
Call Value: $2.9M
Put Positions: 2
Put Value: $532.0K

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$1.2M 354.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$837.4K 244.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$810.0K 236.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$532.0K 155.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with LZB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Botty Investors LLC Family Office	Alfredo Jose Botty CEO	3.82% $13.9M	0.99% 406.2K shares	≤ Q2 2013 Held for 12y 5m+	$364.5M
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	0.86% $3.2M	0.23% 93.7K shares	Q2 2017 Held for 8y 5m	$374.5M
Access Investment Management LLC RIA/Wealth	William Robert Casey CCO	0.84% $3.1M	0.22% 90.7K shares	Q2 2025 Held for 5 months	$372.1M
Phocas Financial Corp. Long Only Manager	William Franz Kim Schaff CEO	0.48% $3.7M	0.26% 108.1K shares	Q3 2020 Held for 5y 2m	$771.4M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.48% $1.2M	0.08% 34.5K shares	Q1 2020 Held for 5y 8m	$246.2M
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.48% $19.7M	1.40% 575.3K shares	≤ Q2 2013 Held for 12y 5m+	$4.1B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.43% $730.5K	0.05% 21.3K shares	Q3 2025 Held for 2 months	$170.9M
CHATHAM CAPITAL GROUP, INC. RIA/Wealth	Frederick Reynolds Muller CEO	0.42% $2.9M	0.21% 85.9K shares	Q2 2023 Held for 2y 5m	$695.2M
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	0.34% $50.7M	3.58% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$15.1B
Regal Investment Advisors, LLC RIA/Wealth	John Anthony Kailunas CEO	0.25% $3.8M	0.27% 109.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in LZB

JACOBS LEVY EQUITY MANAGEMENT, INC

Hedge Fund • Quant

Portfolio ManagerBruce Ira Jacobs

Portfolio Value: $25.2B
Positions: 953
Last Reported: Q3 2025

Sector Allocation

Position in La-Z-Boy

Market Value: $5.9M
Shares Held: 173.1K
Portfolio Weight: 0.02%
Owned Since: 2025-Q1

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