13F QoQ Ownership Changes
LZB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 50 new · 90 added · 122 reduced · 33 exited
New Positions(50)
Added To(90)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,382,601 | +48,424 | $237.9M | +$20.5M | 0.8% |
| FRANKLIN RESOURCES INC | 1,851,873 | +358,945 | $69.0M | +$17.8M | 24.0% |
| D. E. Shaw & Co., Inc. | 509,001 | +439,596 | $19.0M | +$16.6M | 633.4% |
| VANGUARD GROUP INC | 4,814,114 | +38,513 | $179.4M | +$15.5M | 0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 517,903 | +387,286 | $19.3M | +$14.8M | 296.5% |
| CITADEL ADVISORS LLC | 412,298 | +363,133 | $15.4M | +$13.7M | 738.6% |
| GOLDMAN SACHS GROUP INC | 627,638 | +313,932 | $23.4M | +$12.6M | 100.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 895,003 | +283,364 | $33.4M | +$12.4M | 46.3% |
| DIMENSIONAL FUND ADVISORS LP | 2,655,385 | +6,901 | $99.0M | +$8.1M | 0.3% |
| AMERICAN CENTURY COMPANIES INC | 1,486,973 | +52,331 | $55.4M | +$6.2M | 3.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 719,246 | +83,149 | $26.8M | +$5.0M | 13.1% |
| STATE STREET CORP | 1,630,500 | +3,957 | $60.8M | +$4.9M | 0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 764,768 | +41,543 | $28.5M | +$3.7M | 5.7% |
| Balyasny Asset Management L.P. | 139,184 | +80,766 | $5.2M | +$3.2M | 138.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,030,782 | +1,233 | $38.4M | +$3.1M | 0.1% |
| Allspring Global Investments Holdings, LLC | 736,270 | +15,241 | $27.5M | +$3.1M | 2.1% |
| MORGAN STANLEY | 501,516 | +41,241 | $18.7M | +$2.9M | 9.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 128,241 | +64,265 | $4.8M | +$2.6M | 100.5% |
| AQR CAPITAL MANAGEMENT LLC | 86,279 | +47,836 | $3.2M | +$1.9M | 124.4% |
| WELLS FARGO & COMPANY/MN | 79,245 | +40,359 | $3.0M | +$1.6M | 103.8% |
| SEI INVESTMENTS CO | 68,498 | +40,181 | $2.6M | +$1.6M | 141.9% |
| Bank of New York Mellon Corp | 433,778 | +7,664 | $16.2M | +$1.5M | 1.8% |
| Creative Planning | 58,447 | +38,476 | $2.2M | +$1.5M | 192.7% |
| PRINCIPAL FINANCIAL GROUP INC | 248,446 | +17,607 | $9.3M | +$1.3M | 7.6% |
| BARCLAYS PLC | 91,929 | +18,297 | $3.4M | +$889.9K | 24.8% |
| VICTORY CAPITAL MANAGEMENT INC | 170,424 | +11,172 | $6.4M | +$886.2K | 7.0% |
| RENAISSANCE TECHNOLOGIES LLC | 80,700 | +16,400 | $3.0M | +$800.9K | 25.5% |
| AMERIPRISE FINANCIAL INC | 162,829 | +6,056 | $6.1M | +$688.2K | 3.9% |
| ROYCE & ASSOCIATES LP | 45,139 | +15,712 | $1.7M | +$672.4K | 53.4% |
| AlphaQuest LLC | 17,624 | +16,973 | $656.8K | +$634.5K | 2607.2% |
| FMR LLC | 46,733 | +13,517 | $1.7M | +$601.8K | 40.7% |
| NICHOLAS COMPANY, INC. | 199,599 | +215 | $7.4M | +$596.2K | 0.1% |
| MILLENNIUM MANAGEMENT LLC | 63,877 | +10,787 | $2.4M | +$558.6K | 20.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,093 | +7,105 | $1.9M | +$394.6K | 16.1% |
| Versor Investments LP | 35,442 | +8,000 | $1.3M | +$379.1K | 29.1% |
| LPL Financial LLC | 31,470 | +7,483 | $1.2M | +$349.7K | 31.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 110,619 | +363 | $4.1M | +$341.8K | 0.3% |
| Swiss National Bank | 81,300 | +2,400 | $3.0M | +$322.2K | 3.0% |
| Rafferty Asset Management, LLC | 38,119 | +5,543 | $1.4M | +$302.7K | 17.0% |
| Verition Fund Management LLC | 27,372 | +6,275 | $1.0M | +$296.1K | 29.7% |
| Cerity Partners LLC | 23,736 | +5,481 | $884.6K | +$258.1K | 30.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,437 | +1,316 | $226.6K | +$222.4K | 1087.6% |
| Tidal Investments LLC | 18,472 | +4,628 | $688.5K | +$213.3K | 33.4% |
| Cambria Investment Management, L.P. | 16,662 | +5,419 | $621.0K | +$203.1K | 48.2% |
| CITIGROUP INC | 37,276 | +2,537 | $1.4M | +$197.0K | 7.3% |
| Cardinal Capital Management | 48,579 | +582 | $1.8M | +$163.3K | 1.2% |
| Verity Asset Management, Inc. | 13,723 | +3,371 | $511.5K | +$156.2K | 32.6% |
| State of Tennessee, Department of Treasury | 26,240 | +2,653 | $955.4K | +$145.9K | 11.2% |
| DEUTSCHE BANK AG\ | 32,607 | +1,355 | $1.2M | +$142.7K | 4.3% |
| Pinnacle Holdings, LLC | 34,660 | +170 | $1.3M | +$108.1K | 0.5% |
| Venture Visionary Partners LLC | 36,127 | +23 | $1.3M | +$107.4K | 0.1% |
| OSAIC HOLDINGS, INC. | 11,539 | +2,280 | $430.1K | +$103.7K | 24.6% |
| Russell Investments Group, Ltd. | 28,012 | +5 | $1.0M | +$82.8K | 0.0% |
| MEEDER ASSET MANAGEMENT INC | 15,188 | +1,028 | $566.1K | +$80.1K | 7.3% |
| Linden Thomas Advisory Services, LLC | 20,666 | +374 | $770.2K | +$73.8K | 1.8% |
| KLP KAPITALFORVALTNING AS | 8,800 | +800 | $328.0K | +$53.4K | 10.0% |
| CHOREO, LLC | 11,375 | +88 | $429.4K | +$42.0K | 0.8% |
| ENVESTNET ASSET MANAGEMENT INC | 13,858 | +20 | $516.5K | +$41.6K | 0.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 13,579 | +44 | $506.1K | +$41.6K | 0.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9,430 | +200 | $351.5K | +$34.7K | 2.2% |
| Police & Firemen's Retirement System of New Jersey | 11,477 | +1 | $427.7K | +$33.9K | 0.0% |
| ProShare Advisors LLC | 8,066 | +251 | $300.6K | +$32.4K | 3.2% |
| Rockefeller Capital Management L.P. | 1,160 | +713 | $43.3K | +$27.9K | 159.5% |
| Quarry LP | 684 | +670 | $25.5K | +$25.0K | 4785.7% |
| World Investment Advisors | 8,233 | +33 | $305.6K | +$24.2K | 0.4% |
| Maryland State Retirement & Pension System | 6,005 | +87 | $223.8K | +$20.7K | 1.5% |
| QUADRANT CAPITAL GROUP LLC | 6,459 | +25 | $240.7K | +$19.9K | 0.4% |
| Tower Research Capital LLC (TRC) | 2,089 | +155 | $77.9K | +$11.5K | 8.0% |
| UMB Bank, n.a. | 162 | +127 | $6.0K | +$4.8K | 362.9% |
| GAMMA Investing LLC | 457 | +101 | $17.0K | +$4.8K | 28.4% |
| SG Americas Securities, LLC | 148,226 | +126,903 | $5.5K | +$4.8K | 595.1% |
| LSV ASSET MANAGEMENT | 1,476,882 | +11,983 | $55.0K | +$4.8K | 0.8% |
| Farther Finance Advisors, LLC | 475 | +51 | $17.7K | +$3.2K | 12.0% |
| ROTHSCHILD INVESTMENT LLC | 102 | +72 | $3.8K | +$2.8K | 240.0% |
| ASSETMARK, INC | 725 | +4 | $27.0K | +$2.3K | 0.6% |
| FIRST HORIZON CORP | 350 | +22 | $13.0K | +$1.8K | 6.7% |
| CSM Advisors, LLC | 148,943 | +33,656 | $5.5K | +$1.6K | 29.2% |
| Parkside Financial Bank & Trust | 121 | +31 | $4.5K | +$1.4K | 34.4% |
| FIFTH THIRD BANCORP | 220 | +20 | $8.2K | +$1.3K | 10.0% |
| GW&K Investment Management, LLC | 374,583 | +3,571 | $14.0K | +$1.2K | 1.0% |
| Larson Financial Group LLC | 34 | +27 | $1.3K | +$1.0K | 385.7% |
| JONES FINANCIAL COMPANIES LLLP | 29 | +20 | $1.1K | +$782 | 222.2% |
| Rialto Wealth Management, LLC | 17 | +11 | $634 | +$428 | 183.3% |
| Cedar Mountain Advisors, LLC | 39 | +7 | $1.5K | +$356 | 21.9% |
| HANTZ FINANCIAL SERVICES, INC. | 22,137 | +5,481 | $825 | +$253 | 32.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 51,087 | +2,315 | $1.9K | +$231 | 4.7% |
| State of Alaska, Department of Revenue | 23,336 | +440 | $868 | +$84 | 1.9% |
| Penserra Capital Management LLC | 7,162 | +1,183 | $266 | +$61 | 19.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 648 | +209 | $24 | +$9 | 47.6% |
| Covestor Ltd | 253 | +8 | $10 | +$2 | 3.3% |