Filing Research | LZB - LA Z BOY INC Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	CHATHAM CAPITAL GROUP, INC.	Shares	83.0KSH	$3.3M
2	Cardinal Capital Management	Shares	52.3KSH	$2.1M
3	Linden Thomas Advisory Services, LLC	Shares	46.6KSH	$1.9M
4	SummerHaven Investment Management, LLC	Shares	18.0KSH	$721.0K
5	Louisiana State Employees Retirement System	Shares	17.9KSH	$718.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$682.5K
7	Morningstar Investment Management LLC	Shares	19.1KSH	$614.0K
8	FIRST MERCHANTS CORP	Shares	14.2KSH	$568.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	11.5KSH	$460.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$441.6K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.7KSH	$389.3K
12	SAX WEALTH ADVISORS, LLC	Shares	7.7KSH	$246.7K
13	IFP Advisors, Inc	Shares	6.1KSH	$242.9K
14	Merit Financial Group, LLC	Shares	5.3KSH	$213.0K
15	Blue Trust, Inc.	Shares	2.8KSH	$112.0K
16	GAMMA Investing LLC	Shares	1.5KSH	$62.1K
17	Farther Finance Advisors, LLC	Shares	911SH	$36.5K
18	SIGNATUREFD, LLC	Shares	907SH	$36.4K
19	Versant Capital Management, Inc	Shares	652SH	$26.2K
20	EverSource Wealth Advisors, LLC	Shares	594SH	$23.8K
21	True Wealth Design, LLC	Shares	235SH	$9.4K
22	Dogwood Wealth Management LLC	Shares	194SH	$7.8K
23	SJS Investment Consulting Inc.	Shares	187SH	$7.5K
24	MassMutual Private Wealth & Trust, FSB	Shares	81SH	$3.3K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	60.2KSH	$2.4K
26	Valued Wealth Advisors LLC	Shares	55SH	$2.2K
27	Wealth Enhancement Trust Services, Inc.	Shares	48SH	$1.9K
28	JFS WEALTH ADVISORS, LLC	Shares	46SH	$1.8K
29	Cedar Mountain Advisors, LLC	Shares	30SH	$1.2K
30	FINANCIAL CONSULATE, INC	Shares	30SH	$1.2K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$1.0K
32	CoreCap Advisors, LLC	Shares	23SH	$923
33	State of Alaska, Department of Revenue	Shares	15.8KSH	$634
34	Handelsbanken Fonder AB	Shares	14.9KSH	$598
35	AMALGAMATED BANK	Shares	11.0KSH	$441
36	DiNuzzo Private Wealth, Inc.	Shares	10SH	$402
37	SBI Securities Co., Ltd.	Shares	10SH	$401
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	10SH	$398
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$121
40	Davis Capital Management	Shares	2SH	$80
41	Hughes Financial Services, LLC	Shares	1SH	$40
42	HORIZON FINANCIAL SERVICES, LLC	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	CHATHAM CAPITAL GROUP, INC. added	Shares	+6.7K	+$877.6K	$3.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+17.4K	+$682.5K	$682.5K
3	Linden Thomas Advisory Services, LLC added	Shares	+5.1K	+$536.5K	$1.9M
4	Cardinal Capital Management added	Shares	+932	+$447.2K	$2.1M
5	Merit Financial Group, LLC new	Shares	+5.3K	+$213.0K	$213.0K
6	SummerHaven Investment Management, LLC unchanged	Shares	0	+$143.4K	$721.0K
7	Louisiana State Employees Retirement System trimmed	Shares	-400	+$130.0K	$718.1K
8	FIRST MERCHANTS CORP unchanged	Shares	0	+$113.0K	$568.2K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$91.6K	$460.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-7	+$87.6K	$441.6K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-497	+$61.5K	$389.3K
12	GAMMA Investing LLC added	Shares	+828	+$39.0K	$62.1K
13	SIGNATUREFD, LLC added	Shares	+789	+$32.6K	$36.4K
14	Blue Trust, Inc. trimmed	Shares	-47	+$20.8K	$112.0K
15	Versant Capital Management, Inc added	Shares	+413	+$18.5K	$26.2K
16	EverSource Wealth Advisors, LLC added	Shares	+411	+$17.9K	$23.8K
17	Farther Finance Advisors, LLC added	Shares	+321	+$17.7K	$36.5K
18	True Wealth Design, LLC added	Shares	+178	+$7.6K	$9.4K
19	Dogwood Wealth Management LLC added	Shares	+145	+$6.2K	$7.8K
20	SJS Investment Consulting Inc. added	Shares	+130	+$5.7K	$7.5K
21	Valued Wealth Advisors LLC new	Shares	+55	+$2.2K	$2.2K
22	Wealth Enhancement Trust Services, Inc. new	Shares	+48	+$1.9K	$1.9K
23	CoreCap Advisors, LLC new	Shares	+23	+$923	$923
24	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$647	$3.3K
25	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$528	$1.8K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+452	+$495	$2.4K
27	Cedar Mountain Advisors, LLC added	Shares	+4	+$368	$1.2K
28	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$239	$1.2K
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$199	$1.0K
30	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+3	+$121	$121
31	Handelsbanken Fonder AB unchanged	Shares	0	+$119	$598
32	Davis Capital Management new	Shares	+2	+$80	$80
33	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$80	$402
34	SBI Securities Co., Ltd. unchanged	Shares	0	+$80	$401
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$79	$398
36	AMALGAMATED BANK trimmed	Shares	-895	+$59	$441
37	Hughes Financial Services, LLC new	Shares	+1	+$40	$40
38	HORIZON FINANCIAL SERVICES, LLC new	Shares	0	$0	$0
39	Morningstar Investment Management LLC unchanged	Shares	0	$0	$614.0K
40	State of Alaska, Department of Revenue trimmed	Shares	-7.0K	-$100	$634
41	SAX WEALTH ADVISORS, LLC added	Shares	+3	-$39.3K	$246.7K
42	IFP Advisors, Inc trimmed	Shares	-3.3K	-$58.0K	$242.9K
43	Vest Financial, LLC exited	Shares	-37.7K	-$1.2M	$0