undamentalytics Newsletter

La-z-boy Inc: which funds bought and sold

Institutions that bought and sold La-z-boy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 145 institutions that filed 13F reports for both quarters added to or opened positions in La-z-boy, and 101 cut or closed them. Together they sold a net 138K shares, −0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 81K shares (+0.8%); index fund managers were net buyers of 524K shares (+3.4%). 38 opened a new position and 30 sold out entirely.

Bought, Q2 2026 145 institutions, 38 of them new holders Sold, Q2 2026 101 institutions, 30 of them sold out
Net change, all compared −138K shares (−0.3%)
Net change, active managers +81K shares (+0.8%), 22 bought, 19 sold

Buyers versus sellers

institutions compared, 293
Active managers and hedge funds 22 bought · 19 sold · +81K
Index fund managers 9 bought · 3 sold · +524K
Other institutions 114 bought · 79 sold · −742K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +278K +108.1% 536K $21.5M
Vanguard Portfolio Management LLC Index funds +260K +9.5% 3.0M $120M
Fuller & Thaler Asset Management, Inc. +229K +33.4% 913K $36.6M
American Century Companies Inc Active manager +206K +12.6% 1.8M $73.7M
Blackrock, Inc. Index funds +197K +3.1% 6.6M $266M
UBS Group AG +144K +200.4% 216K $8.7M
Renaissance Technologies LLC Hedge fund +141K +63.2% 365K $14.6M
Millennium Management LLC Hedge fund +131K +90.9% 274K $11M
Teacher Retirement System Of Texas +115K New position 115K $4.6M
Creative Planning +107K +110.4% 203K $8.2M
Brown Advisory Inc Active manager +105K +19.1% 656K $26.3M
Winton Group Ltd Hedge fund +97K New position 97K $3.9M
Forum Finance Group S.A. +85K New position 85K $2.8M
D. E. Shaw & Co., Inc. Hedge fund +74K +16.6% 516K $20.7M
Glenmede Trust Co Na +60K +24.4% 307K $12.3M
Xtx Topco Ltd +54K +113.5% 102K $4.1M
Squarepoint Ops LLC Hedge fund +51K New position 51K $2.1M
State Street Corp Index funds +47K +2.9% 1.7M $67.2M
Csm Advisors, LLC +45K +27.8% 206K $8.3M
Geode Capital Management, LLC Index funds +39K +3.9% 1.0M $42M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Nomura Asset Management International Inc. −892K −97.8% 20K $791,000
First Trust Advisors LP −427K −73.4% 155K $6.2M
Franklin Resources Inc Active manager −272K −16.3% 1.4M $56.1M
William Blair Investment Management, LLC Active manager −258K −34.7% 486K $19.5M
Nordea Investment Management AB −229K Sold out 0 —
Wellington Management Group LLP Active manager −211K Sold out 0 —
Bridgewater Associates, LP Hedge fund −121K Sold out 0 —
Allspring Global Investments Holdings, LLC −94K −12.5% 661K $26.3M
Point72 Asset Management, L.P. Hedge fund −83K Sold out 0 —
Archpoint Investors −75K −21.3% 278K $11.1M
Silvercrest Asset Management Group LLC −69K −5.9% 1.1M $44.2M
Bridge City Capital, LLC −65K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −61K −30.7% 138K $5.6M
Morgan Stanley −55K −10.2% 486K $19.5M
Charles Schwab Investment Management Inc Index funds −50K −6.6% 710K $28.5M
Vest Financial, LLC −38K Sold out 0 —
Sei Investments Co −37K −32.3% 79K $3.2M
Pacer Advisors, Inc. −37K −20.4% 145K $5.8M
Intech Investment Management LLC Active manager −35K −74.8% 12K $471,851
Gotham Asset Management, LLC Hedge fund −32K −78.7% 8,630 $346,236

New positions

largest by value
InstitutionSharesValue June 30, 2026
Teacher Retirement System Of Texas 115K $4.6M
Winton Group LtdHedge fund 97K $3.9M
Forum Finance Group S.A. 85K $2.8M
Squarepoint Ops LLCHedge fund 51K $2.1M
HSBC Holdings PLC 39K $1.5M
Virtu Financial LLC 38K $1.5M
Landscape Capital Management, L.L.C. 37K $1.5M
Connor, Clark & Lunn Investment Management Ltd. 25K $999,790
Horizon Investments, LLC 21K $848,578
Jump Financial, LLC 20K $791,367

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Nordea Investment Management AB 229K $7.3M
Wellington Management Group LLPActive manager 211K $6.8M
Bridgewater Associates, LPHedge fund 121K $3.9M
Point72 Asset Management, L.P.Hedge fund 83K $2.7M
Bridge City Capital, LLC 65K $2.1M
Vest Financial, LLC 38K $1.2M
Drw Securities, LLC 23K $745,712
Tidal Investments LLC 21K $666,584
Freestone Grove Partners LPHedge fund 19K $612,203
Vident Advisory, LLC 18K $586,523

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
268
Ten largest holders
55.9%
of 13F-reported shares
Index fund managers
38.8%
of 13F-reported shares
Active managers and hedge funds
24.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 19 3 6 +81K +0.8%
Index fund managers 9 3 1 0 +524K +3.4%
Other institutions 114 79 34 24 −742K −4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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