La-Z-Boy Incorporated
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionMorgan Stanley
Latest Disclosed Ownership541,648 shares
Latest Disclosed Value $ 17,408,631
Morgan Stanley reports 8.00% increase in ownership of LZB / La-Z-Boy Incorporated

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 541,648 shares of La-Z-Boy Incorporated (US:LZB) valued at $17,408,567 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 501,516 shares of La-Z-Boy Incorporated. This represents a change in shares of 8.00% during the quarter. The current value of the position is $19,683,488 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.

Upgrade to unlock premium data and export to Excel .

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 541,648 40,132 8.00 17,409 -6.86 0.0010
2026-05-27 2025-12-31 13F/A-1 LA Z BOY COM 505336107 501,516 41,241 8.96 18,692 18.33 0.0011
2026-02-13 2025-12-31 13F LA Z BOY COM 505336107 501,516 41,241 18,692 0.0011
2026-05-27 2025-09-30 13F/A-1 LA Z BOY COM 505336107 460,275 -19,202 -4.00 15,797 -11.37 0.0010
2025-11-14 2025-09-30 13F LA Z BOY COM 505336107 460,275 -19,202 15,797 0.0010
2025-08-15 2025-06-30 13F LA Z BOY COM 505336107 479,477 88,730 22.71 17,822 16.68 0.0012
2025-05-15 2025-03-31 13F LA Z BOY COM 505336107 390,747 -52,318 -11.81 15,274 -20.88 0.0011
2025-05-15 2024-12-31 13F/A-1 LA Z BOY COM 505336107 443,065 -82,524 -15.70 19,304 -14.44 0.0014
2025-02-14 2024-12-31 13F LA Z BOY COM 505336107 443,065 -82,524 19,304 0.0014
2025-05-14 2024-09-30 13F/A-2 LA Z BOY COM 505336107 525,589 -64,954 -11.00 22,564 2.49 0.0016
2025-02-14 2024-09-30 13F/A-1 LA Z BOY COM 505336107 525,589 -64,954 22,564 0.0016
2024-11-14 2024-09-30 13F LA Z BOY COM 505336107 525,589 -64,954 22,564 0.0002
2025-05-14 2024-06-30 13F/A-2 LA Z BOY COM 505336107 590,543 84,081 16.60 22,016 15.55 0.0017
2024-10-17 2024-06-30 13F/A-1 LA Z BOY COM 505336107 590,543 84,081 22,016 0.0017
2024-08-14 2024-06-30 13F LA Z BOY COM 505336107 590,543 84,081 22,016 0.0017
2024-10-17 2024-03-31 13F/A-2 LA Z BOY COM 505336107 506,462 -45,095 -8.18 19,053 -6.43 0.0015
2024-08-16 2024-03-31 13F/A-1 LA Z BOY COM 505336107 506,462 -45,095 19,053 0.0002
2024-05-15 2024-03-31 13F LA Z BOY COM 505336107 506,462 -45,095 19,053 0.0015
2024-08-16 2023-12-31 13F/A-1 LA Z BOY COM 505336107 551,557 -12,760 -2.26 20,364 16.85 0.0018
2024-02-13 2023-12-31 13F LA Z BOY COM 505336107 551,557 -12,760 20,364 0.0018
2023-11-15 2023-09-30 13F LA Z BOY COM 505336107 564,317 -202,385 -26.40 17,426 -20.64 0.0018
2023-08-14 2023-06-30 13F LA Z BOY COM 505336107 766,702 152,638 24.86 21,958 22.97 0.0022
2023-05-15 2023-03-31 13F LA Z BOY COM 505336107 614,064 -13,051 -2.08 17,857 24.79 0.0019
2023-02-14 2022-12-31 13F LA Z BOY COM 505336107 627,115 -226,690 -26.55 14,311 -25.74 0.0016
2022-11-14 2022-09-30 13F LA Z BOY COM 505336107 853,805 176,916 26.14 19,271 20.08 0.0026
2022-10-27 2022-06-30 13F/A-1 LA Z BOY COM 505336107 676,889 197,683 41.25 16,048 26.98 0.0021
2022-08-15 2022-06-30 13F LA Z BOY COM 505336107 676,889 197,683 16,048 0.0004
2022-10-27 2022-03-31 13F/A-1 LA Z BOY COM 505336107 479,206 24,931 5.49 12,638 -23.38 0.0017
2022-05-13 2022-03-31 13F LA Z BOY COM 505336107 479,206 24,931 12,638 0.0017
2022-02-14 2021-12-31 13F LA Z BOY COM 505336107 454,275 46,887 11.51 16,494 25.62 0.0020
2021-11-15 2021-09-30 13F LA Z BOY COM 505336107 407,388 -120,040 -22.76 13,130 -32.79 0.0018
2021-08-23 2021-06-30 13F/A-1 LA Z BOY COM 505336107 527,428 371,573 238.41 19,535 195.05 0.0026
2021-08-16 2021-06-30 13F LA Z BOY COM 505336107 527,428 371,573 19,535 0.0005
2021-05-17 2021-03-31 13F LA Z BOY COM 505336107 155,855 -810,207 -83.87 6,621 -82.80 0.0010
2021-02-16 2020-12-31 13F LA Z BOY COM 505336107 966,062 814,871 538.97 38,487 704.83 0.0059
2020-11-13 2020-09-30 13F LA Z BOY COM 505336107 151,191 -154,794 -50.59 4,782 -42.25 0.0009
2020-08-14 2020-06-30 13F LA Z BOY COM 505336107 305,985 -27,728 -8.31 8,280 20.75 0.0018
2020-05-26 2020-03-31 13F/A-1 LA Z BOY COM 505336107 333,713 94,294 39.38 6,857 -9.01 0.0019
2020-05-15 2020-03-31 13F LA Z BOY COM 505336107 333,713 94,294 6,857 526.7605
2020-02-14 2019-12-31 13F LA Z BOY COM 505336107 239,419 -39,529 -14.17 7,536 -19.56 0.0018
2019-11-14 2019-09-30 13F LA Z BOY COM 505336107 278,948 67,081 31.66 9,369 44.23 0.0025
2019-08-14 2019-06-30 13F LA Z BOY COM 505336107 211,867 139,663 193.43 6,496 172.71 0.0017
2019-05-15 2019-03-31 13F LA Z BOY COM 505336107 72,204 -22,727 -23.94 2,382 -9.46 0.0007
2019-02-14 2018-12-31 13F LA Z BOY COM 505336107 94,931 -153,650 -61.81 2,631 -66.51 0.0008
2019-04-23 2018-09-30 13F/A-2 LA Z BOY COM 505336107 248,581 -135,170 -35.22 7,855 -33.11 0.0020
2018-11-20 2018-09-30 13F/A-1 LA Z BOY COM 505336107 248,581 0 7,855 0.0020
2018-11-14 2018-09-30 13F LA Z BOY COM 505336107 248,581 -135,170 7,855
2019-04-23 2018-06-30 13F/A-1 LA Z BOY COM 505336107 383,751 280,416 271.37 11,743 279.54 0.0032
2018-08-14 2018-06-30 13F LA Z BOY COM 505336107 383,751 280,416 11,743
2019-04-23 2018-03-31 13F/A-1 LA Z BOY COM 505336107 103,335 872 0.85 3,094 -3.22 0.0009
2018-05-14 2018-03-31 13F LA Z BOY COM 505336107 103,335 872 3,094
2019-04-23 2017-12-31 13F/A-1 LA Z BOY COM 505336107 102,463 32,734 46.94 3,197 70.51 0.0009
2018-02-14 2017-12-31 13F LA Z BOY COM 505336107 102,463 32,734 3,197
2017-11-14 2017-09-30 13F LA Z BOY COM 505336107 69,729 -153,663 -68.79 1,875 -74.17 0.0006
2017-08-11 2017-06-30 13F LA Z BOY COM 505336107 223,392 -10,961 -4.68 7,260 14.73 0.0022
2017-05-22 2017-03-31 13F/A-1 LA Z BOY COM 505336107 234,353 -246,784 -51.29 6,328 -57.64 0.0019
2017-05-12 2017-03-31 13F LA Z BOY COM 505336107 234,353 6,328
2017-02-22 2016-12-31 13F/A-1 LA Z BOY COM 505336107 481,137 -35,190 -6.82 14,938 17.80 0.0049
2017-02-13 2016-12-31 13F LA Z BOY COM 505336107 481,137 14,938
2016-11-10 2016-09-30 13F LA Z BOY COM 505336107 516,327 317,916 160.23 12,681 129.69 0.0043
2016-08-12 2016-06-30 13F LA Z BOY COM 505336107 198,411 32,057 19.27 5,521 24.12 0.0020
2016-05-12 2016-03-31 13F LA Z BOY COM 505336107 166,354 -300,086 -64.34 4,448 -60.95 0.0017
2016-02-09 2015-12-31 13F LA Z BOY COM 505336107 466,440 123,905 36.17 11,390 25.19 0.0041
2016-02-08 2015-09-30 13F/A-1 LA Z BOY COM 505336107 342,535 164,090 91.96 9,098 93.57 0.0034
2015-11-09 2015-09-30 13F LA Z BOY COM 505336107 342,535 9,098
2015-08-12 2015-06-30 13F LA Z BOY COM 505336107 178,445 -2,423 -1.34 4,700 -7.55 0.0016
2015-05-14 2015-03-31 13F LA Z BOY COM 505336107 180,868 113,389 168.04 5,084 180.73 0.0019
2015-02-13 2014-12-31 13F LA Z BOY COM 505336107 67,479 -24,002 -26.24 1,811 0.06 0.0007
2014-12-16 2014-09-30 13F/A-1 LA Z BOY COM 505336107 91,481 -50,401 -35.52 1,810 -52.91 0.0007
2014-11-14 2014-09-30 13F LA Z BOY COM 505336107 91,481 1,810
2014-05-13 2014-03-31 13F LA Z BOY COM 505336107 141,882 -414,085 -74.48 3,844 -77.70 0.0016
2014-02-13 2013-12-31 13F LA Z BOY COM 505336107 555,967 386,139 227.37 17,234 346.71 0.0073
2013-11-13 2013-09-30 13F LA Z BOY INC COM ST COM 505336107 169,828 -77,812 -31.42 3,858 -23.13 0.0018
2013-08-08 2013-06-30 13F LA Z BOY INC COM ST COM 505336107 247,640 247,640 5,019 0.0025
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.