As of the latest SEC filings, LA-Z-BOY INC (LZB) is held by 303 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $79,541,614.72 in market value, representing 0.09% of its portfolio.
Funds holding LA-Z-BOY INC (LZB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LZB
- CIK:
- 0000057131
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $79,541,614.72 | 2,474,848 | Mar 31, 2026 | May 26, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.20% | $47,374,257.24 | 1,326,267 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $41,791,770.56 | 1,300,304 | Mar 31, 2026 | May 28, 2026 |
|
FVFRX
Franklin Small Cap Value Fund
|
MF | Franklin Templeton | 0.82% | $33,349,184.10 | 959,965 | Apr 30, 2026 | Jun 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $32,560,326.92 | 1,013,078 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $30,338,070.90 | 943,935 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.39% | $22,411,442.40 | 627,420 | Feb 27, 2026 | Apr 23, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $21,655,109.52 | 623,348 | Apr 30, 2026 | Jun 24, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.19% | $20,819,424.22 | 647,773 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $19,317,297.04 | 601,036 | Mar 31, 2026 | May 28, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 0.55% | $17,239,896.00 | 536,400 | Mar 31, 2026 | May 27, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.15% | $15,186,053.58 | 472,497 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,749,753.08 | 458,922 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $14,262,645.96 | 410,554 | Apr 30, 2026 | Jun 26, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.15% | $13,737,760.90 | 427,435 | Mar 31, 2026 | May 22, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $12,946,602.66 | 402,819 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $12,016,181.80 | 373,870 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $11,478,964.50 | 330,425 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $11,434,319.24 | 355,766 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.12% | $11,427,578.12 | 319,921 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $10,029,125.34 | 288,691 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Franklin Small Cap Value VIP Fund
|
ETF | Franklin Templeton | 0.86% | $9,895,134.64 | 307,876 | Mar 31, 2026 | May 27, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $9,007,943.04 | 259,296 | Apr 30, 2026 | Jun 29, 2026 |
|
ICSCX
William Blair Small Cap Value Fund
|
MF | Independent / Boutique | 0.96% | $8,972,491.66 | 279,169 | Mar 31, 2026 | May 28, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 0.83% | $8,953,689.76 | 278,584 | Mar 31, 2026 | May 27, 2026 |
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