La Z Boy Inc (LZB) Hedge Fund Ownership (Q2 2026)

La Z Boy Inc (LZB)

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

Smart Money Signals — LZB

Based on 263 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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

263 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 — +8% more funds vs a year ago

fund count last 6Q

+20 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

137 buying113 selling

Last quarter: 137 funds bought or added vs 113 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.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 33 → 28 → 48 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 16% new

167 out of 263 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.

💎

Buying through price weakness — shares -2%, value -22%

Value

-22%

-2%

Last quarter: funds added -2% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

33 → 33 → 28 → 48 → 37 new funds/Q

New funds entering each quarter: 33 → 28 → 48 → 37. A growing number of institutions are discovering LZB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new

Entry-cohort mix of 267 holders: 187 (70%) are 2+ year veterans, 30 entered 1–2 years ago, and 50 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

52 of 263 holders are among the 100 largest funds by AUM, controlling 57% 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

263

13F Shares

42M

41M

4.46%

Total Value

$1.56B

$1.23B

26.85%

New Positions

Increased Positions

105

Closed Positions

Reduced Positions

-11

Total Calls

50.0%

Total Puts

50.0%

PUT/CALL Ratio

1.0

Neutral

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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 — 2 quarters in a row: For 2 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 — 55% buying: Last quarter: 137 funds bought or added vs 113 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 — 57% AUM from top-100 funds: 52 of 263 holders are among the 100 largest funds by AUM, controlling 57% 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?

63% of holders stayed for 2+ years: 167 out of 263 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.

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La Z Boy Inc (LZB)

Smart Money Signals — LZB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-11 vs last Q)

63% of holders stayed for 2+ years

Buying through price weakness — shares -2%, value -22%

Growing discovery — still being found

Veteran-anchored — 70% veterans vs 19% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — LZB

Hedge Fund Ownership: LZB

Market Analysis: LZB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LZB

Hedge Fund Positioning: LZB

Statistics: LZB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — La Z Boy Inc (LZB)

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