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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$40.16 +0.18 (+0.45%)
As of 08/28/2026 03:58 PM Eastern
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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)
122
Total
Institutional Inflows
(last 12 months)
$553.30M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$286.39M
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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
8/24/2026 California State Teachers Retirement System1,668,641$68.15M0.0%+4,962.5%3.607%
8/20/2026 Benjamin Edwards Inc.16,857$688K0.0%+3.1%0.036%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,531$2.06M0.0%-1.3%0.109%
8/19/2026 Hsbc Holdings PLC7,941$326K0.0%N/A0.017%
8/18/2026 Empowered Funds LLC89,193$3.64M0.0%N/A0.193%
8/18/2026 Centaurus Financial Inc.3,135$128K0.0%N/A0.007%
8/17/2026 Bank of America Corp DE230,020$9.39M0.0%N/A0.497%
8/15/2026 Man Group plc71,864$2.94M0.0%N/A0.155%
8/15/2026 Jupiter Topco LLC14,061$574K0.0%N/A0.030%
8/14/2026 Hsbc Holdings PLC7,941$326K0.0%N/A0.017%
8/14/2026 PDT Partners LLC31,021$1.27M0.1%N/A0.067%
8/14/2026 Legal & General Group Plc36,337$1.48M0.0%N/A0.079%
8/14/2026 The Manufacturers Life Insurance Company283,133$11.56M0.0%N/A0.612%
8/14/2026 Algert Global LLC586,166$23.94M0.3%+61.6%1.267%
8/13/2026 Sanctuary Advisors LLC10,751$439K0.0%N/A0.023%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC1,360,091$55.55M0.2%N/A2.940%
8/12/2026 Northwestern Mutual Wealth Management Co.8,130$332K0.0%N/A0.018%
8/12/2026 Quantbot Technologies LP6,519$266K0.0%N/A0.014%
8/12/2026 William Blair Investment Management LLC569,233$23.25M0.1%N/A1.231%
8/12/2026 Ieq Capital LLC13,393$547K0.0%N/A0.029%
8/12/2026 Callan Family Office LLC13,080$534K0.0%N/A0.028%
8/11/2026 Advisors Capital Management LLC9,250$378K0.0%N/A0.020%
8/10/2026 one8zero8 LLC20,985$857K0.2%N/A0.045%
8/7/2026 BlackRock Inc.3,515,856$143.59M0.0%N/A7.600%
8/7/2026 Deutsche Bank AG95,469$3.90M0.0%N/A0.206%
8/7/2026 Rice Hall James & Associates LLC140,163$5.72M0.3%N/A0.303%
8/7/2026 Simplicity Wealth LLC13,286$543K0.0%N/A0.029%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor179,294$7.32M0.1%N/A0.388%
8/6/2026 Global Retirement Partners LLC889$36K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp110,334$4.51M0.0%N/A0.239%
8/6/2026 GSA Capital Partners LLP28,680$1.17M0.1%N/A0.062%
8/3/2026 Oppenheimer Asset Management Inc.49,094$2.01M0.0%N/A0.106%
8/3/2026 Walleye Capital LLC39,973$1.63M0.0%N/A0.086%
5/19/2026 Bank 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 Company285,133$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%
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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%
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%
2/18/2026Janus 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%
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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%


LOB Institutional Ownership - Frequently Asked Questions

During the previous two years, 222 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), BlackRock Inc. ($143.59M), Vanguard Group Inc. ($92.84M), Capital International Investors ($80.75M), California State Teachers Retirement System ($68.15M), Barrow Hanley Mewhinney & Strauss LLC ($55.55M), and Dimensional Fund Advisors LP ($52.69M).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 194 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: BlackRock Inc. ($3.52M), California State Teachers Retirement System ($1.64M), Barrow Hanley Mewhinney & Strauss LLC ($1.36M), NewEdge Wealth LLC ($1.26M), William Blair Investment Management LLC ($1.22M), Capital International Investors ($880.53K), and Millennium Management LLC ($596.84K).

Institutional investors have bought a total of 14,427,867 shares in the last 24 months. This purchase volume represents approximately $553.30M in transactions.

Of the 73 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), CenterBook Partners LP ($220.15K), Qube Research & Technologies Ltd ($209.86K), Nuveen LLC ($194.34K), and Trust Co of the South ($162.50K).

Institutional investors have sold a total of 8,277,451 shares in the last 24 months. This volume of shares sold represents approximately $286.39M in transactions.


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Institutional ownership data for NYSE:LOB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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