Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

La Z Boy Inc (LZB)

263 + Investors. Track Smart Money conviction in LZB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — LZB

Based on 264 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LZB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
264 hedge funds hold LZB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

148 buying112 selling
Last quarter: 148 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 48 → 37 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 17% new
178 out of 264 hedge funds have held LZB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +27% but shares only +4% — price-driven

Value
+26%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~42 new funds/quarter

33 → 28 → 48 → 37 → 42 new funds/Q
New funds entering each quarter: 28 → 48 → 37 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 270 holders: 190 (70%) are 2+ year veterans, 28 entered 1–2 years ago, and 52 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
50 of 264 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in LZB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LZB

In 2026 Q2, 148 hedge funds were net buyers of LZB (42 opened a new position, 106 added to an existing one), while 112 reduced or exited (71 trimmed, 41 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in LZB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 264.

Hedge Fund Ownership: LZB

How many hedge funds hold LZB — quarterly history vs. share price
Quarterly hedge fund ownership of LZB vs. share price

Market Analysis: LZB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LZB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: LZB
263 + Investors

Track Smart Money conviction in LZB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 263 263 -
13F Shares 42M 41M 4.46%
Total Value $1.56B $1.23B 26.85%
New Positions 42 37 +5
Increased Positions 105 99 +6
Closed Positions 42 33 +9
Reduced Positions 69 80 -11
Total Calls 3 2 50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: LZB

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Financial Highlights

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Institutional Holders (2026 Q2)

263 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LZB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LZB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ArchPoint Investors 2.35% 277,796 $11.1M
2 Access Investment Management LLC 1.90% 185,104 $7.4M
3 Systematic Financial Management LP 0.48% 597,777 $24.0M
4 Phocas Financial Corp. 0.45% 80,161 $3.2M
5 Chatham Capital Group, INC. 0.43% 83,026 $3.3M
6 Pinnacle Holdings, LLC 0.42% 34,204 $1.4M
7 SummerHaven Investment Management, LLC 0.39% 17,972 $721K
8 Silvercrest Asset Management Group LLC 0.29% 1,101,197 $44.2M
9 Cardinal Capital Management 0.25% 52,292 $2.1M
10 Regal Investment Advisors LLC 0.23% 109,856 $4.4M
11 Directional Asset Management 0.22% 6,620 $266K
12 Dana Investment Advisors, Inc. 0.17% 158,276 $6.4M
13 Blueshift Asset Management, LLC 0.16% 17,682 $709K
14 Bridgeway Capital Management, LLC 0.16% 231,103 $9.3M
15 Linden Thomas Advisory Services, LLC 0.15% 46,604 $1.9M
16 Nicholas Company, INC. 0.15% 198,616 $8.0M
17 WINTON GROUP Ltd 0.13% 97,117 $3.9M
18 Fuller & Thaler Asset Management, INC. 0.10% 913,305 $36.6M
19 Landscape Capital Management, L.L.C. 0.10% 37,264 $1.5M
20 William Blair Investment Management, LLC 0.06% 486,324 $19.5M
21 Glenmede Trust Co NA 0.05% 307,090 $12.3M
22 XTX Topco Ltd 0.05% 101,704 $4.1M
23 Gamco Investors, INC. Et Al 0.05% 133,000 $5.3M
24 Cambria Investment Management, L.P. 0.05% 23,229 $932K
25 Atom Investors LP 0.05% 12,630 $507K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — La Z Boy Inc (LZB)

What does the Smart Money Trend signal show for LZB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LZB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LZB?

Slight buying edge — 57% buying: Last quarter: 148 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LZB holders?

Elite ownership — 61% AUM from top-100 funds: 50 of 264 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in LZB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LZB?

67% of holders stayed for 2+ years: 178 out of 264 hedge funds have held LZB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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