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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$36.24 -0.17 (-0.46%)
Closing price 03:59 PM Eastern
Extended Trading
$36.22 -0.03 (-0.07%)
As of 04:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Live Oak Bancshares (NYSE:LOB)

Current
Institutional Ownership
Percentage
63.95%
Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$193.57M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$286.37M
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Skip Chart & View Institutional Buying and Selling Data

LOB Institutional Buying and Selling by Quarter

Live Oak Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE174,613$5.77M0.0%-7.4%0.377%
5/18/2026 Royal Bank of Canada75,125$2.48M0.0%+53.3%0.162%
5/18/2026 Empowered Funds LLC89,188$2.95M0.0%+3.5%0.193%
5/16/2026 The Manufacturers Life Insurance Company 285,133$9.43M0.0%-1.0%0.616%
5/16/2026 Quantinno Capital Management LP29,691$982K0.0%+53.2%0.064%
5/15/2026 Rice Hall James & Associates LLC145,557$4.81M0.3%-1.0%0.315%
5/14/2026 Sei Investments Co.41,124$1.36M0.0%+4.5%0.090%
5/13/2026 Cetera Investment Advisers16,887$558K0.0%-8.1%0.037%
5/13/2026 Southernsun Asset Management LLC1,033,539$34.18M5.0%+0.4%2.254%
5/13/2026 First Trust Advisors LP40,975$1.36M0.0%+98.1%0.089%
5/7/2026 WCM Investment Management LLC153,534$4.96M0.0%N/A0.335%
5/7/2026 Dimensional Fund Advisors LP1,593,185$52.69M0.0%+3.6%3.474%
5/6/2026 Aviance Capital Partners LLC14,493$479K0.1%-16.1%0.032%
5/5/2026 Bank of New York Mellon Corp100,279$3.32M0.0%-3.2%0.219%
5/5/2026 Sanctuary Advisors LLC10,728$355K0.0%+19.2%0.023%
5/1/2026 Sovran Advisors LLC32,542$1.08M0.1%+8.7%0.071%
5/1/2026 Simplicity Wealth LLC8,864$293K0.0%N/A0.019%
4/30/2026 Equitable Trust Co.14,722$487K0.0%N/A0.032%
4/30/2026 Personal CFO Solutions LLC8,606$285K0.0%+27.3%0.019%
4/28/2026 Whittier Trust Co. of Nevada Inc.117,136$3.96M0.1%+10.2%0.255%
4/28/2026 Whittier Trust Co.225,955$7.64M0.1%+13.6%0.493%
4/28/2026 Howe & Rusling Inc.10,541$349K0.0%-10.6%0.023%
4/24/2026 Stock Yards Bank & Trust Co.8,200$271K0.0%-13.2%0.018%
4/23/2026 Inspire Investing LLC15,432$510K0.0%+13.8%0.034%
4/22/2026 Sterling Capital Management LLC767$25K0.0%-39.0%0.002%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC7,725$255K0.0%-11.0%0.017%
4/20/2026 Blue Trust Inc.2,122$70K0.0%+671.6%0.005%
4/16/2026 SG Americas Securities LLC37,567$1.24M0.0%+113.9%0.082%
4/16/2026 E. Ohman J or Asset Management AB98,745$3.27M0.1%+9.3%0.215%
3/20/2026 Hsbc Holdings PLC8,530$294K0.0%+34.2%0.019%
2/19/2026 T. Rowe Price Investment Management Inc.6,428,502$220.82M0.1%-1.4%14.018%
2/19/2026 Invesco Ltd.64,322$2.21M0.0%+9.2%0.140%
2/18/2026 Mendon Capital Advisors Corp50,000$1.72M0.5%+0.5%0.109%
2/18/2026 Fuller & Thaler Asset Management Inc.223,584$7.68M0.0%+43.9%0.488%
2/18/2026 XTX Topco Ltd34,855$1.20M0.0%N/A0.076%
2/18/2026 one8zero8 LLC75,935$2.61M0.6%-1.4%0.166%
2/18/2026 Voloridge Investment Management LLC178,965$6.15M0.0%+8.3%0.390%
2/18/2026 Susquehanna Portfolio Strategies LLC29,767$1.02M0.0%-15.6%0.065%
2/18/2026 Tudor Investment Corp ET AL53,137$1.83M0.0%-69.8%0.116%
2/18/2026 Susquehanna Fundamental Investments LLC18,652$641K0.0%-4.9%0.041%
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2/18/2026 Millennium Management LLC258,071$8.87M0.0%-8.8%0.563%
2/18/2026 Inspire Investing LLC13,564$466K0.0%+5.1%0.030%
2/18/2026 Janus Henderson Group PLC14,061$483K0.0%-87.4%0.031%
2/18/2026 Engineers Gate Manager LP32,161$1.11M0.0%+58.0%0.070%
2/18/2026 Balyasny Asset Management L.P.29,215$1.00M0.0%+20.7%0.064%
2/18/2026 Boothbay Fund Management LLC32,226$1.11M0.0%-79.5%0.070%
2/18/2026 Bridgeway Capital Management LLC176,402$6.06M0.1%+24.8%0.385%
2/17/2026 Schonfeld Strategic Advisors LLC13,072$449K0.0%-75.9%0.029%
2/17/2026 AQR Capital Management LLC102,401$3.52M0.0%+8.6%0.223%
2/17/2026 Cetera Investment Advisers18,370$631K0.0%-8.7%0.040%
2/17/2026 Trexquant Investment LP29,778$1.02M0.0%-69.6%0.065%
2/17/2026 Jump Financial LLC32,826$1.13M0.0%-16.2%0.072%
2/17/2026 Price T Rowe Associates Inc. MD28,476$979K0.0%-15.4%0.062%
2/17/2026 T. Rowe Price Investment Management Inc.1,710,487$58.76M0.1%-73.8%3.730%
2/17/2026 Osaic Holdings Inc.32,933$1.13M0.0%+4.4%0.072%
2/17/2026 Advisory Services Network LLC7,189$247K0.0%-20.9%0.016%
2/17/2026 Russell Investments Group Ltd.102,063$3.51M0.0%+48.6%0.223%
2/17/2026 State of Wisconsin Investment Board139,765$4.80M0.0%+268.9%0.305%
2/17/2026 Captrust Financial Advisors93,020$3.20M0.0%+43.9%0.203%
2/17/2026 Royal Bank of Canada49,009$1.68M0.0%-10.9%0.107%
2/17/2026 Blair William & Co. IL30,082$1.03M0.0%N/A0.066%
2/17/2026 Graham Capital Management L.P.23,641$812K0.0%+19.5%0.052%
2/17/2026 Persistent Asset Partners Ltd4,676$161K0.1%-79.4%0.010%
2/17/2026 Howe & Rusling Inc.11,785$405K0.0%+7.8%0.026%
2/17/2026 Rice Hall James & Associates LLC146,966$5.05M0.3%-6.6%0.320%
2/16/2026 Squarepoint Ops LLC44,759$1.54M0.0%-51.7%0.098%
2/16/2026 Verition Fund Management LLC60,921$2.09M0.0%-7.6%0.133%
2/16/2026 MML Investors Services LLC42,097$1.45M0.0%+6.8%0.092%
2/16/2026 Mariner LLC16,791$577K0.0%+70.1%0.037%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund32,226$1.11M0.0%N/A0.070%
2/16/2026 Barclays PLC71,380$2.45M0.0%+31.0%0.156%
2/16/2026 Aigen Investment Management LP6,828$235K0.1%-37.7%0.015%
2/13/2026 Kestra Advisory Services LLC5,450$187K0.0%N/A0.012%
2/13/2026 The Manufacturers Life Insurance Company 288,115$9.90M0.0%-0.8%0.628%
2/13/2026 Walleye Capital LLC113,706$3.91M0.0%-2.4%0.248%
2/13/2026 Stifel Financial Corp32,536$1.12M0.0%-7.8%0.071%
2/13/2026 Jacobs Levy Equity Management Inc.266,543$9.16M0.0%-3.7%0.581%
2/13/2026 Rafferty Asset Management LLC40,075$1.38M0.0%-1.4%0.087%
2/13/2026 First Trust Advisors LP20,688$711K0.0%-3.1%0.045%
2/13/2026 Charles Schwab Investment Management Inc.291,959$10.03M0.0%-0.9%0.637%
2/13/2026 Southernsun Asset Management LLC1,029,108$35.35M4.9%+15.1%2.244%
2/13/2026 State Street Corp1,308,462$44.95M0.0%+5.1%2.853%
2/13/2026 Ieq Capital LLC8,545$294K0.0%N/A0.019%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49,792$1.71M0.0%-2.2%0.109%
2/13/2026 Wells Fargo & Company MN161,547$5.55M0.0%+96.6%0.352%
2/12/2026 HRT Financial LP12,781$439K0.0%-77.1%0.028%
2/12/2026 Dimensional Fund Advisors LP1,538,435$52.85M0.0%-0.4%3.355%
2/12/2026 Federated Hermes Inc.38,517$1.32M0.0%+1.2%0.084%
2/12/2026 Fuller & Thaler Asset Management Inc.223,584$7.68M0.0%+43.9%0.488%
2/12/2026 Loomis Sayles & Co. L P558,410$19.18M0.0%N/A1.218%
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2/12/2026 Swiss National Bank72,200$2.48M0.0%+2.1%0.157%
2/12/2026 Principal Securities Inc.7,009$241K0.0%+24.8%0.015%
2/12/2026 Nuveen LLC107,488$3.69M0.0%-64.4%0.234%
2/11/2026 Barrow Hanley Mewhinney & Strauss LLC1,725,854$59.28M0.2%-2.8%3.763%
2/11/2026 Deutsche Bank AG85,693$2.94M0.0%-30.9%0.187%
2/11/2026 Motley Fool Wealth Management LLC282,701$9.71M0.8%-13.7%0.616%
2/11/2026 Motley Fool Asset Management LLC68,135$2.34M0.1%+36.9%0.149%
2/11/2026 LPL Financial LLC31,796$1.09M0.0%+2.8%0.069%
2/11/2026 O Shaughnessy Asset Management LLC7,889$271K0.0%+6.9%0.017%
2/11/2026 CenterBook Partners LP136,265$4.68M0.2%-8.1%0.297%


LOB Institutional Ownership - Frequently Asked Questions

During the previous two years, 218 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($220.82M), Vanguard Group Inc. ($92.84M), Capital International Investors ($80.75M), Barrow Hanley Mewhinney & Strauss LLC ($59.28M), Dimensional Fund Advisors LP ($52.69M), State Street Corp ($44.95M), and NewEdge Wealth LLC ($43.26M).Learn more on Live Oak Bancshares' institutional investors.

63.95% of Live Oak Bancshares' stock is owned by institutional investors. Learn more on LOB's institutional investor holdings.

Of the 187 institutional investors that purchased Live Oak Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Wealth LLC ($1.26M), Capital International Investors ($880.53K), William Blair Investment Management LLC ($648.56K), Millennium Management LLC ($596.84K), Loomis Sayles & Co. L P ($579.63K), Ameriprise Financial Inc. ($448.76K), and abrdn plc ($336.72K).

Institutional investors have bought a total of 6,765,572 shares in the last 24 months. This purchase volume represents approximately $193.57M in transactions.

Of the 85 institutional investors that sold Live Oak Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.90M), Diamond Hill Capital Management Inc. ($713.57K), Millennium Management LLC ($381.77K), Qube Research & Technologies Ltd ($270.07K), CenterBook Partners LP ($220.15K), Nuveen LLC ($194.34K), and Jane Street Group LLC ($192.36K).

Institutional investors have sold a total of 8,797,415 shares in the last 24 months. This volume of shares sold represents approximately $286.37M in transactions.


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This page (NYSE:LOB) was last updated on 5/19/2026 by MarketBeat.com Staff.
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