Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
219 institutional managers reported holding LOB for the quarter ended Mar 31, 2026. Together they hold about 70% of shares outstanding; the top 10 hold 45%. 20 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, INC. | 6.49M | 13.95% | $214.6M | added +279.4% | 2022 Q3 |
| BlackRock | 3.43M | 7.38% | $113.5M | trimmed -4% | 2015 Q3 |
| Vanguard Group | 2.73M | 5.87% | $90.2M | added +1% | 2015 Q4 |
| Barrow Hanley Mewhinney & Strauss LLC | 1.62M | 3.49% | $53.6M | trimmed -6% | 2023 Q1 |
| Dimensional Fund Advisors | 1.59M | 3.43% | $52.7M | added +3.6% | 2017 Q2 |
| State Street | 1.44M | 3.09% | $47.5M | added +9.8% | 2015 Q3 |
| Gilder Gagnon Howe & CO LLC | 1.19M | 2.56% | $39.4M | opened | 2026 Q1 |
| Southernsun Asset Management, LLC (focused) | 1.03M | 2.22% | $34.2M | unchanged | 2022 Q4 |
| Geode Capital | 854.0k | 1.84% | $28.2M | added +4.5% | 2015 Q3 |
| Loomis Sayles & CO L P | 728.1k | 1.57% | $24.1M | added +30.4% | 2024 Q1 |
| William Blair Investment Management, LLC | 722.9k | 1.55% | $23.9M | added +11.5% | 2025 Q4 |
| Royce & Associates | 573.9k | 1.23% | $19.0M | added +132% | 2025 Q4 |
| Two Sigma | 434.2k | 0.93% | $14.4M | added +51.7% | 2025 Q1 |
| Algert Global LLC | 362.7k | 0.78% | $12.0M | added +32.6% | 2021 Q3 |
| Northern Trust | 324.4k | 0.70% | $10.7M | added +13.8% | 2015 Q3 |
| Goldman Sachs | 319.0k | 0.69% | $10.5M | added +8.8% | 2015 Q4 |
| Fuller & Thaler Asset Management, INC. | 314.8k | 0.68% | $10.4M | added +40.8% | 2018 Q3 |
| Charles Schwab Investment Management | 290.6k | 0.63% | $9.6M | unchanged | 2016 Q2 |
| Manufacturers Life Insurance Company, THE | 285.1k | 0.61% | $9.4M | trimmed -1% | 2016 Q1 |
| D. E. Shaw | 263.0k | 0.56% | $8.7M | trimmed -22.3% | 2021 Q4 |
| Raymond James Financial INC | 262.8k | 0.56% | $8.7M | added +19.3% | 2016 Q1 |
| Hotchkis & Wiley Capital Management LLC | 249.7k | 0.54% | $8.3M | trimmed -32.7% | 2022 Q3 |
| Envestnet Asset Management INC | 239.3k | 0.52% | $7.9M | added +10% | 2023 Q3 |
| Whittier Trust CO | 226.0k | 0.49% | $7.5M | added +13.6% | 2022 Q3 |
| Morgan Stanley | 221.7k | 0.48% | $7.3M | trimmed -18.8% | 2015 Q3 |
| Motley Fool Wealth Management, LLC | 209.6k | 0.45% | $6.9M | trimmed -25.9% | 2022 Q1 |
| UBS | 194.0k | 0.42% | $6.4M | trimmed -7.8% | 2015 Q4 |
| American Century Companies INC | 181.8k | 0.39% | $6.0M | added +96.2% | 2021 Q1 |
| Bank OF America CORP /DE/ | 174.6k | 0.38% | $5.8M | trimmed -7.4% | 2015 Q3 |
| Diamond Hill Capital Management INC | 169.6k | 0.36% | $5.6M | trimmed -16.9% | 2019 Q4 |
| Trust CO of the South | 167.5k | 0.36% | $5.5M | unchanged | 2023 Q4 |
| Bridgeway Capital Management, LLC | 154.4k | 0.33% | $5.1M | trimmed -12.5% | 2023 Q4 |
| WCM Investment Management | 153.5k | 0.33% | $5.1M | opened | 2026 Q1 |
| State OF Wisconsin Investment Board | 152.0k | 0.33% | $5.0M | added +8.7% | 2025 Q2 |
| Rice Hall James & Associates, LLC | 145.6k | 0.31% | $4.8M | trimmed -1% | 2022 Q4 |
| Millennium Management | 135.6k | 0.29% | $4.5M | trimmed -47.5% | 2021 Q3 |
| Jacobs Levy Equity Management, INC | 132.8k | 0.29% | $4.4M | trimmed -50.2% | 2024 Q1 |
| CenterBook Partners LP | 131.5k | 0.28% | $4.3M | trimmed -3.5% | 2022 Q4 |
| Brevan Howard Capital Management LP | 125.0k | 0.27% | $4.1M | added +150% | 2025 Q4 |
| Whittier Trust CO OF Nevada INC | 117.1k | 0.25% | $3.9M | added +10.2% | 2022 Q3 |
| Ameriprise Financial INC | 114.8k | 0.25% | $3.8M | trimmed -14.5% | 2019 Q1 |
| Voloridge Investment Management | 109.6k | 0.24% | $3.6M | trimmed -38.7% | 2020 Q4 |
| AQR Capital | 100.6k | 0.22% | $3.3M | trimmed -1.7% | 2024 Q4 |
| Russell Investments Group, LTD. | 100.6k | 0.22% | $3.3M | trimmed -1.5% | 2017 Q4 |
| BNY Mellon | 100.3k | 0.22% | $3.3M | trimmed -3.2% | 2015 Q3 |
| E. Ohman J:or Asset Management AB | 98.7k | 0.21% | $3.3M | added +9.3% | 2024 Q1 |
| Citadel Advisors | 95.9k | 0.21% | $3.2M | trimmed -54.4% | 2021 Q4 |
| Wells Fargo & COMPANY/MN | 90.9k | 0.20% | $3.0M | trimmed -43.7% | 2015 Q3 |
| Deutsche Bank AG\ | 89.3k | 0.19% | $3.0M | added +4.2% | 2015 Q3 |
| Empowered Funds, LLC | 89.2k | 0.19% | $2.9M | added +3.5% | 2025 Q1 |
Largest 50 of 219 shown; the full ranked, searchable register is at boothcheck.com/holders/LOB. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.