La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionInvesco Ltd.
Latest Disclosed Ownership230,248 shares
Latest Disclosed Value $ 7,400,171
Invesco Ltd. reports 6.88% increase in ownership of LZB / La-Z-Boy Incorporated

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 230,248 shares of La-Z-Boy Incorporated (US:LZB) valued at $7,400,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 215,425 shares of La-Z-Boy Incorporated. This represents a change in shares of 6.88% during the quarter. The current value of the position is $8,392,540 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)
2026-05-12 2026-03-31 13F LA Z BOY COM 505336107 230,248 14,823 6.88 7,400 -7.82 0.0001
2026-02-19 2025-12-31 13F LA Z BOY COM 505336107 215,425 -76,727 -26.26 8,029 -19.93 0.0012
2025-11-13 2025-09-30 13F LA Z BOY COM 505336107 292,152 4,199 1.46 10,027 -6.33 0.0016
2025-08-13 2025-06-30 13F LA Z BOY COM 505336107 287,953 -31,239 -9.79 10,703 -14.22 0.0018
2025-05-12 2025-03-31 13F LA Z BOY COM 505336107 319,192 -18,974 -5.61 12,477 -15.31 0.0024
2025-02-13 2024-12-31 13F LA Z BOY COM 505336107 338,166 -42,197 -11.09 14,734 -9.77 0.0027
2024-11-12 2024-09-30 13F LA Z BOY COM 505336107 380,363 12,953 3.53 16,329 19.21 0.0032
2024-08-13 2024-06-30 13F LA Z BOY COM 505336107 367,410 -5,634 -1.51 13,697 -2.39 0.0029
2024-05-14 2024-03-31 13F LA Z BOY COM 505336107 373,044 -18,716 -4.78 14,034 -2.97 0.0030
2024-02-13 2023-12-31 13F LA Z BOY COM 505336107 391,760 -111,353 -22.13 14,464 -6.91 0.0034
2023-11-13 2023-09-30 13F LA Z BOY COM 505336107 503,113 -41 -0.01 15,536 7.81 0.0042
2023-08-11 2023-06-30 13F LA Z BOY COM 505336107 503,154 148,963 42.06 14,410 39.92 0.0038
2023-05-12 2023-03-31 13F LA Z BOY COM 505336107 354,191 -3,044 -0.85 10,300 26.34 0.0029
2023-02-13 2022-12-31 13F LA Z BOY COM 505336107 357,235 78,078 27.97 8,152 29.38 0.0024
2022-11-14 2022-09-30 13F LA Z BOY COM 505336107 279,157 514 0.18 6,301 -4.62 0.0020
2022-08-15 2022-06-30 13F LA Z BOY COM 505336107 278,643 42,320 17.91 6,606 6.00 0.0020
2022-05-16 2022-03-31 13F LA Z BOY COM 505336107 236,323 39,923 20.33 6,232 -12.62 0.0016
2022-02-14 2021-12-31 13F LA Z BOY COM 505336107 196,400 26,884 15.86 7,132 30.53 0.0017
2021-11-15 2021-09-30 13F LA Z BOY COM 505336107 169,516 -212,228 -55.59 5,464 -61.36 0.0014
2021-08-17 2021-06-30 13F LA Z BOY COM 505336107 381,744 225,791 144.78 14,140 113.47 0.0035
2021-05-17 2021-03-31 13F LA Z BOY COM 505336107 155,953 35,518 29.49 6,624 38.06 0.0018
2021-02-16 2020-12-31 13F LA Z BOY COM 505336107 120,435 12,409 11.49 4,798 40.42 0.0014
2020-11-16 2020-09-30 13F LA Z BOY COM 505336107 108,026 -5,557 -4.89 3,417 11.16 0.0012
2020-08-14 2020-06-30 13F LA Z BOY COM 505336107 113,583 -9,494 -7.71 3,074 21.55 0.0011
2020-05-15 2020-03-31 13F LA Z BOY COM 505336107 123,077 18,087 17.23 2,529 -23.48 0.0011
2020-02-14 2019-12-31 13F LA Z BOY COM 505336107 104,990 -7,513 -6.68 3,305 -12.54 0.0010
2019-11-14 2019-09-30 13F LA Z BOY COM 505336107 112,503 -9,137 -7.51 3,779 1.34 0.0010
2019-08-14 2019-06-30 13F/A-1 LA Z BOY COM 505336107 121,640 3,492 2.96 3,729 -4.31 0.0010
2019-08-14 2019-06-30 13F LA Z BOY COM 505336107 121,640 -116,960 3,729
2019-05-15 2019-03-31 13F LA Z BOY COM 505336107 118,148 -6,398 -5.14 3,897 12.92 0.0013
2019-02-14 2018-12-31 13F LA Z BOY COM 505336107 124,546 2,276 1.86 3,451 -10.69 0.0013
2018-11-14 2018-09-30 13F LA Z BOY COM 505336107 122,270 8,417 7.39 3,864 10.91 0.0012
2018-08-14 2018-06-30 13F LA Z BOY COM 505336107 113,853 14,877 15.03 3,484 17.50 0.0012
2018-05-15 2018-03-31 13F LA Z BOY COM 505336107 98,976 -181,259 -64.68 2,965 -66.09 0.0011
2018-02-14 2017-12-31 13F LA Z BOY COM 505336107 280,235 -893,395 -76.12 8,743 -72.31 0.0032
2017-11-14 2017-09-30 13F LA Z BOY COM 505336107 1,173,630 24,722 2.15 31,570 -15.45 0.0117
2017-08-14 2017-06-30 13F LA Z BOY COM 505336107 1,148,908 20,961 1.86 37,339 22.60 0.0116
2017-05-15 2017-03-31 13F LA Z BOY COM 505336107 1,127,947 -65,923 -5.52 30,455 -17.84 0.0100
2017-02-14 2016-12-31 13F LA Z BOY COM 505336107 1,193,870 -35,702 -2.90 37,070 22.75 0.0125
2016-11-14 2016-09-30 13F LA Z BOY COM 505336107 1,229,572 -31,113 -2.47 30,199 -13.89 0.0104
2016-08-15 2016-06-30 13F LA Z BOY COM 505336107 1,260,685 -38,258 -2.95 35,072 0.98 0.0129
2016-05-16 2016-03-31 13F LA Z BOY COM 505336107 1,298,943 -98,184 -7.03 34,733 1.81 0.0141
2016-02-16 2015-12-31 13F LA Z BOY COM 505336107 1,397,127 90,637 6.94 34,117 -1.68 0.0136
2015-11-16 2015-09-30 13F LA Z BOY COM 505336107 1,306,490 -18,317 -1.38 34,701 -0.56 0.0147
2015-08-14 2015-06-30 13F LA-Z-BOY COMMON 505336107 1,324,807 -22,185 -1.65 34,896 -7.84 0.0137
2015-05-15 2015-03-31 13F LA-Z-BOY COMMON 505336107 1,346,992 -256,141 -15.98 37,864 -12.00 0.0147
2015-02-13 2014-12-31 13F LA-Z-BOY COMMON 505336107 1,603,133 -60,041 -3.61 43,028 30.73 0.0166
2014-11-14 2014-09-30 13F LA-Z-BOY COMMON 505336107 1,663,174 -98,142 -5.57 32,914 -19.35 0.0131
2014-08-14 2014-06-30 13F LA-Z-BOY COMMON 505336107 1,761,316 3,588 0.20 40,809 -14.33 0.0161
2014-05-15 2014-03-31 13F LA-Z-BOY COMMON 505336107 1,757,728 -326,209 -15.65 47,635 -26.26 0.0193
2014-02-13 2013-12-31 13F LA-Z-BOY COMMON 505336107 2,083,937 235,378 12.73 64,602 53.88 0.0257
2013-11-13 2013-09-30 13F LA-Z-BOY COMMON 505336107 1,848,559 -473,222 -20.38 41,981 -10.80 0.0182
2013-08-14 2013-06-30 13F LA-Z-BOY COMMON 505336107 2,321,781 2,321,781 47,062 0.0219
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.