La-Z-Boy Incorporated (LZB) Ownership

27.54 ↓0.03 (-0.11%)

As of January 27, 2023, 3:57pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of La-Z-Boy Incorporated (LZB), owning a total of 6.8 million shares. Combined, the top 23 institutional holders of LZB own 75.43% of the company with a total of 32.5 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of LZB by 443 thousand shares. 13 institutions bought 629,419 total additional shares and increased their ownership by an average of 4.71%. However 6 institutions sold 186,325 total shares and decreased their ownership by an average of 1.28%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of La-Z-Boy Incorporated increased by a net total of 443,094 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.768%	-1.757%	6,801,582	-121,606	2022-09-30
Vanguard Group Inc	11.721%	1.405%	5,055,848	70,057	2022-09-30
Dimensional Fund Advisors, Inc.	6.239%	5.125%	2,691,171	131,195	2022-09-30
Silvercrest Asset Management Group LLC	4.899%	0.874%	2,113,088	18,298	2022-09-30
LSV Asset Management	4.155%	4.477%	1,792,293	76,800	2022-09-30
Macquarie Group Ltd	3.821%	1.104%	1,648,269	17,994	2022-09-30
Brown Advisory Holdings Inc	3.810%	-1.580%	1,643,302	-26,372	2022-09-30
State Street Corporation	3.759%	0.084%	1,621,257	1,359	2022-09-30
William Blair Investment Management, LLC	3.142%	-1.916%	1,355,393	-26,480	2022-09-30
Morgan Stanley - Brokerage Accounts	1.979%	26.137%	853,805	176,916	2022-09-30
Geode Capital Management, LLC	1.802%	3.352%	777,348	25,209	2022-09-30
Charles Schwab Investment Management Inc	1.596%	4.512%	688,635	29,728	2022-09-30
First Trust Advisors L.P.	1.516%	8.743%	654,046	52,588	2022-09-30
Victory Capital Management Inc.	1.509%	0.209%	651,109	1,358	2022-09-30
Systematic Financial Management LP	1.394%	-0.905%	601,506	-5,490	2022-09-30
Bank of New York Mellon Corp	1.321%	3.087%	570,007	17,070	2022-09-30
Nuveen Asset Management, LLC	1.243%	2.065%	536,185	10,847	2022-09-30
Northern Trust Corp	1.094%	-0.267%	472,101	-1,262	2022-09-30
Botty Investors LLC	1.082%	0.000%	466,746	0	2022-09-30
Tributary Capital Management, LLC	0.939%	-1.247%	405,054	-5,115	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.768%	-1.757%	6,801,582	-121,606	2022-09-30
Vanguard Group Inc	11.721%	1.405%	5,055,848	70,057	2022-09-30
Dimensional Fund Advisors, Inc.	6.239%	5.125%	2,691,171	131,195	2022-09-30
Silvercrest Asset Management Group LLC	4.899%	0.874%	2,113,088	18,298	2022-09-30
LSV Asset Management	4.155%	4.477%	1,792,293	76,800	2022-09-30
Macquarie Group Ltd	3.821%	1.104%	1,648,269	17,994	2022-09-30
Brown Advisory Holdings Inc	3.810%	-1.580%	1,643,302	-26,372	2022-09-30
State Street Corporation	3.759%	0.084%	1,621,257	1,359	2022-09-30
William Blair Investment Management, LLC	3.142%	-1.916%	1,355,393	-26,480	2022-09-30
Morgan Stanley - Brokerage Accounts	1.979%	26.137%	853,805	176,916	2022-09-30
Geode Capital Management, LLC	1.802%	3.352%	777,348	25,209	2022-09-30
Charles Schwab Investment Management Inc	1.596%	4.512%	688,635	29,728	2022-09-30
First Trust Advisors L.P.	1.516%	8.743%	654,046	52,588	2022-09-30
Victory Capital Management Inc.	1.509%	0.209%	651,109	1,358	2022-09-30
Systematic Financial Management LP	1.394%	-0.905%	601,506	-5,490	2022-09-30
Bank of New York Mellon Corp	1.321%	3.087%	570,007	17,070	2022-09-30
Nuveen Asset Management, LLC	1.243%	2.065%	536,185	10,847	2022-09-30
Northern Trust Corp	1.094%	-0.267%	472,101	-1,262	2022-09-30
Botty Investors LLC	1.082%	0.000%	466,746	0	2022-09-30
Tributary Capital Management, LLC	0.939%	-1.247%	405,054	-5,115	2022-09-30
Glenmede Trust Co NA	0.937%	-9.851%	404,209	-44,170	2022-06-30
Ameriprise Financial Inc	0.861%	2.010%	370,656	7,304	2022-06-30
Cubist Systematic Strategies, LLC	0.847%	1,619.820%	364,343	343,158	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of La-Z-Boy Incorporated (LZB), owning a total of 3.2 million shares. Combined, the top 20 mutual fund holders of LZB own 40.48% of the company with a total of 17.5 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of LZB by 724 shares. 1 funds bought 724 total additional shares and increased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding La-Z-Boy Incorporated increased by a net total of 724 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Bridge Builder Small/Mid Cap Value	1.014%	0.166%	437,578	724	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.938%	0.000%	404,402	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.395%	0.009%	3,189,681	301	2022-12-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.986%	0.031%	1,288,036	399	2022-09-30
Vanguard Total Stock Mkt Idx Inv	2.986%	0.000%	1,288,036	0	2022-11-30
Delaware Small Cap Core I	2.847%	2.705%	1,227,853	32,339	2022-11-30
Macquarie US Small Cap Core Equity	2.772%	1.665%	1,195,514	19,576	2022-09-30
Vanguard Small Cap Index	2.582%	0.523%	1,113,740	5,792	2022-11-30
iShares Russell 2000 ETF	2.281%	-0.832%	983,968	-8,250	2022-12-30
Brown Advisory Small-Cap Fdmtl Val Inv	2.222%	-0.175%	958,326	-1,682	2022-11-30
Vanguard Small Cap Value Index Inv	1.793%	1.429%	773,518	10,896	2022-11-30
iShares S&P Small-Cap 600 Value ETF	1.629%	0.000%	702,679	0	2022-12-30
Vanguard Extended Market Index Investor	1.395%	-1.052%	601,825	-6,399	2022-11-30
DFA US Small Cap Value I	1.271%	3.538%	548,224	18,731	2022-11-30
Victory Market Neutral Income I	1.231%	-3.568%	531,097	-19,648	2022-09-30
William Blair Small Cap Value I	1.164%	0.000%	502,187	0	2022-11-30
iShares Russell 2000 Value ETF	1.040%	0.000%	448,777	0	2022-12-30
DFA US Targeted Value I	1.036%	0.000%	446,887	0	2022-11-30
Bridge Builder Small/Mid Cap Value	1.014%	0.166%	437,578	724	2022-12-31
First Trust SMID Cp Rising Div Achv ETF	0.964%	-0.133%	415,775	-554	2022-12-30
Vanguard Tax-Managed Small Cap Adm	0.938%	0.000%	404,759	0	2022-11-30
SPDR® S&P 600 Small Cap Value ETF	0.938%	0.000%	404,402	0	2022-12-31