La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionBrown Advisory Inc
Latest Disclosed Ownership550,780 shares
Latest Disclosed Value $ 17,702,052
Brown Advisory Inc reports 4.80% decrease in ownership of LZB / La-Z-Boy Incorporated

On May 15, 2026 - Brown Advisory Inc filed a 13F-HR form disclosing ownership of 550,780 shares of La-Z-Boy Incorporated (US:LZB) valued at $17,702,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 578,526 shares of La-Z-Boy Incorporated. This represents a change in shares of -4.80% during the quarter. The current value of the position is $20,075,931 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LA Z BOY COM 505336107 550,780 -27,746 -4.80 17,702 -17.90 0.0130
2026-02-13 2025-12-31 13F LA Z BOY COM 505336107 578,526 -45,434 -7.28 21,562 0.69 0.0301
2025-11-14 2025-09-30 13F LA Z BOY COM 505336107 623,960 -15,155 -2.37 21,414 -9.85 0.0279
2025-08-13 2025-06-30 13F LA Z BOY COM 505336107 639,115 -42,774 -6.27 23,756 -10.88 0.0313
2025-04-30 2025-03-31 13F LA Z BOY COM 505336107 681,889 -16,801 -2.40 26,655 -12.44 0.0381
2025-02-14 2024-12-31 13F LA Z BOY COM 505336107 698,690 -25,431 -3.51 30,442 -2.07 0.0386
2024-11-13 2024-09-30 13F LA Z BOY COM 505336107 724,121 -132,984 -15.52 31,087 -2.71 0.0390
2024-08-14 2024-06-30 13F LA Z BOY COM 505336107 857,105 -4,409 -0.51 31,953 -1.41 0.0418
2024-04-24 2024-03-31 13F LA Z BOY COM 505336107 861,514 -121,302 -12.34 32,410 -10.68 0.0433
2024-02-08 2023-12-31 13F LA Z BOY COM 505336107 982,816 -35,263 -3.46 36,286 15.42 0.0510
2023-10-25 2023-09-30 13F LA Z BOY COM 505336107 1,018,079 26,663 2.69 31,438 10.72 0.0516
2023-07-31 2023-06-30 13F LA Z BOY COM 505336107 991,416 -249,218 -20.09 28,394 -21.30 0.0444
2023-05-08 2023-03-31 13F LA Z BOY COM 505336107 1,240,634 -312,757 -20.13 36,078 1.77 0.0611
2023-02-13 2022-12-31 13F LA Z BOY COM 505336107 1,553,391 -89,911 -5.47 35,448 -4.42 0.0658
2022-11-14 2022-09-30 13F LA Z BOY COM 505336107 1,643,302 -26,372 -1.58 37,089 -6.31 0.0721
2022-11-14 2022-06-30 13F/A-2 LA Z BOY COM 505336107 1,669,674 -46,578 -2.71 39,588 -12.53 0.0744
2022-09-13 2022-06-30 13F/A-1 LA Z BOY COM 505336107 1,669,674 -46,578 39,588 0.0685
2022-08-02 2022-06-30 13F LA Z BOY COM 505336107 1,654,904 -47,039 39,763 0.0639
2022-11-14 2022-03-31 13F/A-2 LA Z BOY COM 505336107 1,716,252 235,977 15.94 45,257 -15.80 0.0674
2022-09-13 2022-03-31 13F/A-1 LA Z BOY COM 505336107 1,716,252 235,977 45,257 0.0635
2022-05-09 2022-03-31 13F LA Z BOY COM 505336107 1,701,943 221,668 45,294 0.0616
2022-01-27 2021-12-31 13F LA Z BOY COM 505336107 1,480,275 169,562 12.94 53,748 27.23 0.0666
2021-11-12 2021-09-30 13F LA Z BOY COM 505336107 1,310,713 364,887 38.58 42,245 20.58 0.0624
2021-07-29 2021-06-30 13F LA Z BOY COM 505336107 945,826 -10,248 -1.07 35,034 -13.74 0.0528
2021-05-14 2021-03-31 13F LA Z BOY COM 505336107 956,074 39,725 4.34 40,614 11.25 0.0694
2021-02-12 2020-12-31 13F LA Z BOY COM 505336107 916,349 460,804 101.15 36,508 153.37 0.0648
2020-11-16 2020-09-30 13F LA Z BOY COM 505336107 455,545 455,545 14,409 0.0298
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.