212 tracked 13F filers disclose a position in LOB as of the latest SEC 13F filings, a combined $837.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 6.5M | ▲+0.9% Added · +62K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $113.5M | 3.4M | ▼−4.0% Reduced · −143K sh | Q1 2026 | |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $53.6M | 1.6M | ▼−6.0% Reduced · −104K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $52.7M | 1.6M | ▲+3.5% Added · +55K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $50.7M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $55.9M | 1.4M | ▼−4.8% Reduced · −70K sh | Q2 2026 | |
| 7 | GILDER GAGNON HOWE & CO LLC | $45.9M | 1.1M | ▼−5.8% Reduced · −69K sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $37.3M | 913K | ▲+6.9% Added · +59K sh | Q2 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $30.0M | 908K | →First observed position No prior filed position | Q1 2026 | |
| 10 | LOOMIS SAYLES & CO L P | $24.1M | 728K | ▲+30% Added · +170K sh | Q1 2026 | |
| 11 | ALGERT GLOBAL LLC | $23.9M | 586K | ▲+62% Added · +223K sh | Q2 2026 | |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23.2M | 569K | ▼−21% Reduced · −154K sh | Q2 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $22.7M | 555K | ▲+76% Added · +240K sh | Q2 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $14.4M | 434K | ▲+52% Added · +148K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $10.7M | 324K | ▲+14% Added · +39K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $10.5M | 319K | ▲+8.8% Added · +26K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.6M | 291K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.4M | 285K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | $8.7M | 263K | ▼−22% Reduced · −75K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $8.7M | 263K | ▲+19% Added · +43K sh | Q1 2026 | |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.3M | 250K | ▼−33% Reduced · −121K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $7.9M | 239K | ▲+10% Added · +22K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $7.7M | 234K | →First observed position No prior filed position | Q1 2026 | |
| 24 | WHITTIER TRUST CO | $9.4M | 224K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 25 | MORGAN STANLEY | $7.3M | 222K | ▼−19% Reduced · −51K sh | Q1 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, 1 fund opened a new position in LOB and 25 added to an existing one, while 24 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 119 funds | $172.2B |
| AMAZON.COM INCAMZN | 117 funds | $124.7B |
| JPMORGAN CHASE & COJPM | 117 funds | $38.9B |
| APPLE INCAAPL | 116 funds | $188.3B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $76.8B |
| NVIDIA CORPNVDA | 114 funds | $260.9B |
| COSTCO WHOLESALE CORPCOST | 114 funds | $24.9B |
| ALPHABET INC-CL AGOOGL | 113 funds | $101.4B |
| VISA INC-CLASS A SHARESV | 112 funds | $41.8B |
| MICRON TECHNOLOGY INCMU | 112 funds | $22.3B |
| ALPHABET INC-CL CGOOG | 111 funds | $85.1B |
| ELI LILLY & COLLY | 111 funds | $51.3B |
Ranked by how many of LOB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $397K |
| Aug 26, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $400K |
| Aug 20, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $405K |
| Aug 19, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 2K | $84K |
| Aug 19, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 8K | $328K |
| Aug 13, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $431K |
| Aug 12, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $427K |
| Aug 4, 2026 | Spencer Courtney | Chief Experience Officer | Sell (S) | 154 | $7K |
| Aug 4, 2026 | LUCHT DAVID G | Director | Sell (S) | 2K | $89K |
| Aug 3, 2026 | WILLIAMS WILLIAM L. III | Director | Sell (S) | 8K | $362K |
| Jul 28, 2026 | Moroz Mark Michael | Chief Banking Officer | Sell (S) | 6K | $257K |
| Jul 27, 2026 | LUCHT DAVID G | Director | Sell (S) | 3K | $126K |
Connected entities for LOB
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/LOB/capital-change-brief"
Use Arkolith's capital_change_brief for LOB. 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 LOB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.