Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LA Z BOY INC (LZB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — LZB

Based on 258 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
258 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 — 55% buying

140 buying115 selling
Last quarter: 140 funds bought or added vs 115 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new LZB position: 33 → 32 → 28 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 21% medium 16% new
163 out of 258 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.
📈

Growing discovery — still being found

29 → 33 → 32 → 28 → 48 new funds/Q
New funds entering each quarter: 33 → 32 → 28 → 48. A growing number of institutions are discovering LZB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 13% 1-2yr 19% new
Of 261 current holders: 178 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
52 of 258 holders are among the 100 largest funds by AUM, controlling 51% 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 2025 Q4, 140 hedge funds were net buyers of LZB (48 opened a new position, 92 added to an existing one), while 115 reduced or exited (84 trimmed, 31 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 51% of total institutional value in LZB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 258.

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

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

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 1 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: LZB
2026 Q1 Stats Unlock in 1 days 248 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 248 231 7.36%
13F Shares 41M 41M 0.84%
Total Value $1.52B $1.39B 9.52%
New Positions 46 27 +19
Increased Positions 91 67 +24
Closed Positions 29 32 -3
Reduced Positions 85 109 -24
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: LZB

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Institutional Holders (2026 Q1)

248 + 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 institutional holders of LZB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ArchPoint Investors 2.70% 352,996 $11.3M
2 Bridge City Capital, LLC 0.58% 64,719 $2.1M
3 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.44% 591,840 $19.0M
4 Phocas Financial Corp. 0.43% 84,428 $2.7M
5 Pinnacle Holdings, LLC 0.36% 34,457 $1.1M
6 CHATHAM CAPITAL GROUP, INC. 0.36% 76,334 $2.5M
7 SummerHaven Investment Management, LLC 0.35% 17,972 $578K
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.27% 1,170,095 $37.6M
9 Cardinal Capital Management 0.21% 51,360 $1.7M
10 Regal Investment Advisors LLC 0.20% 109,856 $3.5M
11 Directional Asset Management 0.19% 6,620 $213K
12 Dana Investment Advisors, Inc. 0.15% 160,899 $5.2M
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.14% 221,659 $7.1M
14 Linden Thomas Advisory Services, LLC 0.13% 41,483 $1.3M
15 CSM Advisors, LLC 0.13% 161,303 $5K
16 NICHOLAS COMPANY, INC. 0.13% 198,616 $6.4M
17 GW&K Investment Management, LLC 0.10% 368,822 $12K
18 LSV ASSET MANAGEMENT 0.10% 1,506,182 $48K
19 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% 744,481 $23.9M
20 Nebula Research & Development LLC 0.08% 24,018 $893K
21 FULLER & THALER ASSET MANAGEMENT, INC. 0.07% 684,568 $22.0M
22 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% 911,592 $29.3M
23 Dynamic Technology Lab Private Ltd 0.05% 9,053 $291K
24 Inspire Investing, LLC 0.04% 16,031 $515K
25 GAMCO INVESTORS, INC. ET AL 0.04% 133,000 $4.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 140 funds bought or added vs 115 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 — 51% AUM from top-100 funds: 52 of 258 holders are among the 100 largest funds by AUM, controlling 51% 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: 163 out of 258 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.