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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$42.44 -0.04 (-0.10%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$42.61 +0.17 (+0.41%)
As of 07:34 AM 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)
124
Total
Institutional Inflows
(last 12 months)
$193.57M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$286.37M
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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
5/19/2026Bank of America Corp DE174,613$5.77M0.0%-7.4%0.377%
5/18/2026Royal Bank of Canada75,125$2.48M0.0%+53.3%0.162%
5/18/2026Empowered Funds LLC89,188$2.95M0.0%+3.5%0.193%
5/16/2026The Manufacturers Life Insurance Company 285,133$9.43M0.0%-1.0%0.616%
5/16/2026Quantinno Capital Management LP29,691$982K0.0%+53.2%0.064%
5/15/2026Rice Hall James & Associates LLC145,557$4.81M0.3%-1.0%0.315%
5/14/2026Sei Investments Co.41,124$1.36M0.0%+4.5%0.090%
5/13/2026Cetera Investment Advisers16,887$558K0.0%-8.1%0.037%
5/13/2026Southernsun Asset Management LLC1,033,539$34.18M5.0%+0.4%2.254%
5/13/2026First Trust Advisors LP40,975$1.36M0.0%+98.1%0.089%
5/7/2026WCM Investment Management LLC153,534$4.96M0.0%N/A0.335%
5/7/2026Dimensional Fund Advisors LP1,593,185$52.69M0.0%+3.6%3.474%
5/6/2026Aviance Capital Partners LLC14,493$479K0.1%-16.1%0.032%
5/5/2026Bank of New York Mellon Corp100,279$3.32M0.0%-3.2%0.219%
5/5/2026Sanctuary Advisors LLC10,728$355K0.0%+19.2%0.023%
5/1/2026Sovran Advisors LLC32,542$1.08M0.1%+8.7%0.071%
5/1/2026Simplicity Wealth LLC8,864$293K0.0%N/A0.019%
4/30/2026Equitable Trust Co.14,722$487K0.0%N/A0.032%
4/30/2026Personal CFO Solutions LLC8,606$285K0.0%+27.3%0.019%
4/28/2026Whittier Trust Co. of Nevada Inc.117,136$3.96M0.1%+10.2%0.255%
4/28/2026Whittier Trust Co.225,955$7.64M0.1%+13.6%0.493%
4/28/2026Howe & Rusling Inc.10,541$349K0.0%-10.6%0.023%
4/24/2026Stock Yards Bank & Trust Co.8,200$271K0.0%-13.2%0.018%
4/23/2026Inspire Investing LLC15,432$510K0.0%+13.8%0.034%
4/22/2026Sterling Capital Management LLC767$25K0.0%-39.0%0.002%
4/21/2026Pinnacle Wealth Management Advisory Group LLC7,725$255K0.0%-11.0%0.017%
4/20/2026Blue Trust Inc.2,122$70K0.0%+671.6%0.005%
4/16/2026SG 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%
3/20/2026Hsbc Holdings PLC8,530$294K0.0%+34.2%0.019%
2/19/2026T. Rowe Price Investment Management Inc.6,428,502$220.82M0.1%-1.4%14.018%
2/19/2026Invesco Ltd.64,322$2.21M0.0%+9.2%0.140%
2/18/2026Mendon Capital Advisors Corp50,000$1.72M0.5%+0.5%0.109%
2/18/2026Fuller & Thaler Asset Management Inc.223,584$7.68M0.0%+43.9%0.488%
2/18/2026XTX Topco Ltd34,855$1.20M0.0%N/A0.076%
2/18/2026one8zero8 LLC75,935$2.61M0.6%-1.4%0.166%
2/18/2026Voloridge Investment Management LLC178,965$6.15M0.0%+8.3%0.390%
2/18/2026Susquehanna Portfolio Strategies LLC29,767$1.02M0.0%-15.6%0.065%
2/18/2026Tudor Investment Corp ET AL53,137$1.83M0.0%-69.8%0.116%
2/18/2026Susquehanna Fundamental Investments LLC18,652$641K0.0%-4.9%0.041%
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2/18/2026Millennium Management LLC258,071$8.87M0.0%-8.8%0.563%
2/18/2026Inspire Investing LLC13,564$466K0.0%+5.1%0.030%
2/18/2026Janus Henderson Group PLC14,061$483K0.0%-87.4%0.031%
2/18/2026Engineers Gate Manager LP32,161$1.11M0.0%+58.0%0.070%
2/18/2026Balyasny Asset Management L.P.29,215$1.00M0.0%+20.7%0.064%
2/18/2026Boothbay Fund Management LLC32,226$1.11M0.0%-79.5%0.070%
2/18/2026Bridgeway Capital Management LLC176,402$6.06M0.1%+24.8%0.385%
2/17/2026Schonfeld Strategic Advisors LLC13,072$449K0.0%-75.9%0.029%
2/17/2026AQR Capital Management LLC102,401$3.52M0.0%+8.6%0.223%
2/17/2026Cetera Investment Advisers18,370$631K0.0%-8.7%0.040%
2/17/2026Trexquant Investment LP29,778$1.02M0.0%-69.6%0.065%
2/17/2026Jump Financial LLC32,826$1.13M0.0%-16.2%0.072%
2/17/2026Price T Rowe Associates Inc. MD28,476$979K0.0%-15.4%0.062%
2/17/2026T. Rowe Price Investment Management Inc.1,710,487$58.76M0.1%-73.8%3.730%
2/17/2026Osaic Holdings Inc.32,933$1.13M0.0%+4.4%0.072%
2/17/2026Advisory Services Network LLC7,189$247K0.0%-20.9%0.016%
2/17/2026Russell Investments Group Ltd.102,063$3.51M0.0%+48.6%0.223%
2/17/2026State of Wisconsin Investment Board139,765$4.80M0.0%+268.9%0.305%
2/17/2026Captrust Financial Advisors93,020$3.20M0.0%+43.9%0.203%
2/17/2026Royal Bank of Canada49,009$1.68M0.0%-10.9%0.107%
2/17/2026Blair William & Co. IL30,082$1.03M0.0%N/A0.066%
2/17/2026Graham Capital Management L.P.23,641$812K0.0%+19.5%0.052%
2/17/2026Persistent Asset Partners Ltd4,676$161K0.1%-79.4%0.010%
2/17/2026Howe & Rusling Inc.11,785$405K0.0%+7.8%0.026%
2/17/2026Rice Hall James & Associates LLC146,966$5.05M0.3%-6.6%0.320%
2/16/2026Squarepoint Ops LLC44,759$1.54M0.0%-51.7%0.098%
2/16/2026Verition Fund Management LLC60,921$2.09M0.0%-7.6%0.133%
2/16/2026MML Investors Services LLC42,097$1.45M0.0%+6.8%0.092%
2/16/2026Mariner LLC16,791$577K0.0%+70.1%0.037%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund32,226$1.11M0.0%N/A0.070%
2/16/2026Barclays PLC71,380$2.45M0.0%+31.0%0.156%
2/16/2026Aigen Investment Management LP6,828$235K0.1%-37.7%0.015%
2/13/2026Kestra Advisory Services LLC5,450$187K0.0%N/A0.012%
2/13/2026The Manufacturers Life Insurance Company 288,115$9.90M0.0%-0.8%0.628%
2/13/2026Walleye Capital LLC113,706$3.91M0.0%-2.4%0.248%
2/13/2026Stifel Financial Corp32,536$1.12M0.0%-7.8%0.071%
2/13/2026Jacobs Levy Equity Management Inc.266,543$9.16M0.0%-3.7%0.581%
2/13/2026Rafferty Asset Management LLC40,075$1.38M0.0%-1.4%0.087%
2/13/2026First Trust Advisors LP20,688$711K0.0%-3.1%0.045%
2/13/2026Charles Schwab Investment Management Inc.291,959$10.03M0.0%-0.9%0.637%
2/13/2026Southernsun Asset Management LLC1,029,108$35.35M4.9%+15.1%2.244%
2/13/2026State Street Corp1,308,462$44.95M0.0%+5.1%2.853%
2/13/2026Ieq Capital LLC8,545$294K0.0%N/A0.019%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49,792$1.71M0.0%-2.2%0.109%
2/13/2026Wells Fargo & Company MN161,547$5.55M0.0%+96.6%0.352%
2/12/2026HRT Financial LP12,781$439K0.0%-77.1%0.028%
2/12/2026Dimensional Fund Advisors LP1,538,435$52.85M0.0%-0.4%3.355%
2/12/2026Federated Hermes Inc.38,517$1.32M0.0%+1.2%0.084%
2/12/2026Fuller & Thaler Asset Management Inc.223,584$7.68M0.0%+43.9%0.488%
2/12/2026Loomis Sayles & Co. L P558,410$19.18M0.0%N/A1.218%
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2/12/2026Swiss National Bank72,200$2.48M0.0%+2.1%0.157%
2/12/2026Principal Securities Inc.7,009$241K0.0%+24.8%0.015%
2/12/2026Nuveen LLC107,488$3.69M0.0%-64.4%0.234%
2/11/2026Barrow Hanley Mewhinney & Strauss LLC1,725,854$59.28M0.2%-2.8%3.763%
2/11/2026Deutsche Bank AG85,693$2.94M0.0%-30.9%0.187%
2/11/2026Motley Fool Wealth Management LLC282,701$9.71M0.8%-13.7%0.616%
2/11/2026Motley Fool Asset Management LLC68,135$2.34M0.1%+36.9%0.149%
2/11/2026LPL Financial LLC31,796$1.09M0.0%+2.8%0.069%
2/11/2026O Shaughnessy Asset Management LLC7,889$271K0.0%+6.9%0.017%
2/11/2026CenterBook Partners LP136,265$4.68M0.2%-8.1%0.297%


LOB Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 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 186 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 6,709,211 shares in the last 24 months. This purchase volume represents approximately $193.57M in transactions.

Of the 83 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 8,776,331 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 7/20/2026 by MarketBeat.com Staff.
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