Among active 13F managers last quarter, 5 opened and 23 added, while 19 reduced; the largest holder to move was Franklin Templeton Inc (−9.7%). Over the last 180 days, 6 insiders sold and none bought, a net -$2.8M in open-market trades.
The legs disagree, or only one of them leans.
236 tracked 13F filers disclose a position in LZB as of the latest SEC 13F filings, a combined $1.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.6M | $265.5M | ▲+3.1% Added · +197K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.0M | $120.3M | ▲+9.5% Added · +260K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 2.7M | $86.6M | ▲+1.5% Added · +39K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.8M | $73.9M | ▲+0.5% Added · +10K sh | Q2 2026 | |
| 5 | State Street Corp | 1.7M | $67.2M | ▲+2.9% Added · +47K sh | Q2 2026 | |
| 6 | Franklin Templeton Inc | 1.7M | $53.7M | ▼−9.7% Reduced · −180K sh | Q1 2026 | |
| 7 | American Century Companies Inc | 1.6M | $52.4M | ▲+9.6% Added · +143K sh | Q1 2026 | |
| 8 | Silvercrest Asset Management Group LLC | 1.2M | $37.6M | ▼−11% Reduced · −147K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 1.0M | $42.0M | ▲+3.9% Added · +39K sh | Q2 2026 | |
| 10 | Fuller & Thaler Asset Management, Inc. | 913K | $36.6M | ▲+33% Added · +229K sh | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 760K | $24.4M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 12 | Allspring Global Investments Holdings, LLC | 661K | $26.3M | ▼−12% Reduced · −94K sh | Q2 2026 | |
| 13 | Systematic Financial Management LP | 598K | $24.0M | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 14 | First Trust Advisors LP | 582K | $18.7M | ▼−41% Reduced · −399K sh | Q1 2026 | |
| 15 | Brown Advisory Inc | 551K | $17.7M | ▼−4.8% Reduced · −28K sh | Q1 2026 | |
| 16 | Morgan Stanley | 542K | $17.4M | ▲+8.0% Added · +40K sh | Q1 2026 | |
| 17 | William Blair Investment Management, LLC | 486K | $19.5M | ▼−35% Reduced · −258K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 456K | $14.7M | ▲+7.8% Added · +33K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | 442K | $14.2M | ▼−13% Reduced · −67K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 430K | $13.8M | ▲+2.7% Added · +11K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | 426K | $13.7M | ▼−1.7% Reduced · −8K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | 416K | $13.4M | ▲+34% Added · +106K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 362K | $11.6M | ▼−42% Reduced · −266K sh | Q1 2026 | |
| 24 | Glenmede Trust Co Na | 307K | $12.3M | ▲+24% Added · +60K sh | Q2 2026 | |
| 25 | ArchPoint Investors | 278K | $11.1M | ▼−21% Reduced · −75K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in LZB and 23 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 131 funds | $218.2B |
| Apple IncAAPL | 129 funds | $242.6B |
| Amazon.com IncAMZN | 129 funds | $168.3B |
| Nvidia CorpNVDA | 128 funds | $339.7B |
| Costco Wholesale CorpCOST | 126 funds | $30.2B |
| JPMorgan Chase & CoJPM | 125 funds | $49.8B |
| Meta Platforms Inc-Class AMETA | 124 funds | $93.3B |
| Alphabet Inc-CL AGOOGL | 123 funds | $147.8B |
| Lam Research CorpLRCX | 123 funds | $41.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 122 funds | $31.2B |
| Broadcom IncAVGO | 121 funds | $138.8B |
| Eli Lilly & CoLLY | 121 funds | $69.5B |
Ranked by how many of LZB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LZB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 8, 2026 | Kerr Janet | Director | Sell (S) | 4K | $116K |
| Jun 30, 2026 | Linz Terrence James | President, Wholesale Brands | Sell (S) | 3K | $101K |
| Jun 29, 2026 | Richmond Raphaell Z. | VP, GC & Chief Compliance Off | Sell (S) | 14K | $545K |
| Jun 25, 2026 | McCurry Jennifer Lynn | Chief Accounting Officer | Sell (S) | 4K | $153K |
| Jun 24, 2026 | Leggett Michael Adam | Sr VP & Chief Supply Chain Off | Sell (S) | 9K | $375K |
| Jun 23, 2026 | Whittington Melinda D | President & CEO, Director | Sell (S) | 7K | $295K |
| Jun 22, 2026 | Whittington Melinda D | President & CEO, Director | Sell (S) | 27K | $1.1M |
| Jun 18, 2026 | McCurry Jennifer Lynn | Chief Accounting Officer | Sell (S) | 3K | $138K |
| Feb 20, 2026 | Leggett Michael Adam | Sr VP & Chief Supply Chain Off | Sell (S) | 2K | $81K |
| Sep 8, 2025 | Kerr Janet | Director | Sell (S) | 3K | $120K |
| Sep 5, 2024 | Kerr Janet | Director | Sell (S) | 4K | $159K |
| Aug 26, 2024 | McCurry Jennifer Lynn | Chief Accounting Officer | Sell (S) 2 lots, same day | 4K | $182K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 35 | – |
Insiders Form 4 open-market | 0 | 6 | -$2.8M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LZB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LZB/capital-change-brief"
Use Arkolith's capital_change_brief for LZB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LZB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.