La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionCerity Partners LLC
Latest Disclosed Ownership24,044 shares
Latest Disclosed Value $ 772,778
Cerity Partners LLC reports 1.30% increase in ownership of LZB / La-Z-Boy Incorporated

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 24,044 shares of La-Z-Boy Incorporated (US:LZB) valued at $772,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23,736 shares of La-Z-Boy Incorporated. This represents a change in shares of 1.30% during the quarter. The current value of the position is $873,519 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 24,044 308 1.30 773 -12.67 0.0005
2026-02-11 2025-12-31 13F LA Z BOY COM 505336107 23,736 5,481 30.02 885 41.21 0.0013
2025-10-22 2025-09-30 13F LA Z BOY Stock 505336107 18,255 -295 -1.59 627 -9.14 0.0010
2025-08-13 2025-06-30 13F LA Z BOY Stock 505336107 18,550 -863 -4.45 690 -9.10 0.0012
2025-04-30 2025-03-31 13F LA Z BOY Stock 505336107 19,413 -5,098 -20.80 759 -28.15 0.0015
2025-02-13 2024-12-31 13F LA Z BOY Stock 505336107 24,511 3,893 18.88 1,055 19.21 0.0023
2024-11-12 2024-09-30 13F LA Z BOY Stock 505336107 20,618 4,949 31.58 885 51.54 0.0020
2024-08-13 2024-06-30 13F LA Z BOY Stock 505336107 15,669 -5,453 -25.82 584 -26.45 0.0015
2024-05-14 2024-03-31 13F LA Z BOY Equities 505336107 21,122 21,122 795 0.0021
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.