La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionFirst Merchants Corp
Latest Disclosed Ownership14,162 shares
Latest Disclosed Value $ 455,167
First Merchants Corp reports 3.41% decrease in ownership of LZB / La-Z-Boy Incorporated

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 14,162 shares of La-Z-Boy Incorporated (US:LZB) valued at $455,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 14,662 shares of La-Z-Boy Incorporated. This represents a change in shares of -3.41% during the quarter. The current value of the position is $514,647 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)
2026-04-16 2026-03-31 13F LA-Z BOY Equities 505336107 14,162 -500 -3.41 455 -16.67 0.0169
2026-01-12 2025-12-31 13F LA-Z BOY Equities 505336107 14,662 -232 -1.56 546 6.85 0.0202
2025-10-22 2025-09-30 13F LA-Z BOY Equities 505336107 14,894 0 0.00 511 -7.59 0.0193
2025-07-23 2025-06-30 13F LA-Z BOY Equities 505336107 14,894 -900 -5.70 554 -10.37 0.0214
2025-04-24 2025-03-31 13F LA-Z BOY Equities 505336107 15,794 0 0.00 617 -10.32 0.0246
2025-01-30 2024-12-31 13F LA-Z BOY Equities 505336107 15,794 0 0.00 688 1.47 0.0264
2024-10-24 2024-09-30 13F LA-Z BOY Equities 505336107 15,794 0 0.00 678 15.31 0.0259
2024-07-25 2024-06-30 13F LA-Z BOY Equities 505336107 15,794 -7,000 -30.71 589 -31.39 0.0237
2024-04-25 2024-03-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 22,794 0 0.00 857 1.90 0.0645
2024-01-25 2023-12-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 22,794 232 1.03 841 20.83 0.0689
2023-10-26 2023-09-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 22,562 0 0.00 697 7.91 0.0621
2023-07-25 2023-06-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 22,562 -450 -1.96 646 -3.44 0.0546
2023-04-25 2023-03-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 23,012 0 0.00 669 27.48 0.0596
2023-01-26 2022-12-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 23,012 -1,500 -6.12 525 -5.24 0.0481
2022-10-25 2022-09-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 24,512 7,500 44.09 553 37.22 0.0554
2022-07-26 2022-06-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 17,012 -8,850 -34.22 403 -40.91 0.0398
2022-04-26 2022-03-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 25,862 0 0.00 682 -27.37 0.0558
2022-01-27 2021-12-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 25,862 1,500 6.16 939 19.62 0.0725
2021-10-26 2021-09-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 24,362 0 0.00 785 -12.97 0.0500
2021-07-26 2021-06-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 24,362 -2,500 -9.31 902 -20.95 0.0586
2021-04-22 2021-03-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 26,862 -182 -0.67 1,141 5.94 0.0760
2021-01-28 2020-12-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 27,044 0 0.00 1,077 25.96 0.0742
2020-10-28 2020-09-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 27,044 0 0.00 855 16.80 0.0651
2020-07-23 2020-06-30 13F LA-Z BOY INC COM COMMON STOCK 505336107 27,044 0 0.00 732 31.89 0.0617
2020-04-23 2020-03-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 27,044 -1,850 -6.40 555 -38.94 0.0718
2020-01-30 2019-12-31 13F LA-Z BOY INC COM COMMON STOCK 505336107 28,894 -27,582 -48.84 909 -52.08 0.0931
2019-10-24 2019-09-30 13F LA Z BOY Common Stock 505336107 56,476 56,476 1,897 0.2016
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.