Free Trial
→ Inside a Former Merrill Lynch Advisor's Income Playbook (From Base Camp Trading) (Ad)tc pixel Free LOB Stock Alerts

Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$34.48 -0.09 (-0.27%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$34.48 +0.00 (+0.01%)
As of 10/9/2026 07:30 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.
Compare

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)
$486.74M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$286.67M
Get LOB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Live Oak Bancshares stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LOB Institutional Buying and Selling by Quarter

Live Oak Bancshares Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 Versant Capital Management Inc2,080$75K0.0%+98.9%0.004%
9/9/2026Engineers Gate Manager LP15,215$621K0.0%+26.4%0.033%
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,983$204K0.0%-35.5%0.011%
9/9/2026Squarepoint Ops LLC22,685$926K0.0%-34.8%0.049%
8/20/2026Benjamin Edwards Inc.16,857$688K0.0%+3.1%0.036%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,531$2.06M0.0%-1.3%0.109%
8/19/2026Hsbc Holdings PLC7,941$326K0.0%N/A0.017%
8/18/2026Empowered Funds LLC89,193$3.64M0.0%N/A0.193%
8/18/2026Centaurus Financial Inc.3,135$128K0.0%N/A0.007%
8/17/2026Bank of America Corp DE230,020$9.39M0.0%N/A0.497%
8/15/2026Man Group plc71,864$2.94M0.0%N/A0.155%
8/15/2026Jupiter Topco LLC14,061$574K0.0%N/A0.030%
8/14/2026Hsbc Holdings PLC7,941$326K0.0%N/A0.017%
8/14/2026PDT Partners LLC31,021$1.27M0.1%N/A0.067%
8/14/2026Legal & General Group Plc36,337$1.48M0.0%N/A0.079%
8/14/2026The Manufacturers Life Insurance Company283,133$11.56M0.0%N/A0.612%
8/14/2026Algert Global LLC586,166$23.94M0.3%+61.6%1.267%
8/13/2026Sanctuary Advisors LLC10,751$439K0.0%N/A0.023%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC1,360,091$55.55M0.2%N/A2.940%
8/12/2026Northwestern Mutual Wealth Management Co.8,130$332K0.0%N/A0.018%
8/12/2026Quantbot Technologies LP6,519$266K0.0%N/A0.014%
8/12/2026William Blair Investment Management LLC569,233$23.25M0.1%N/A1.231%
8/12/2026Ieq Capital LLC13,393$547K0.0%N/A0.029%
8/12/2026Callan Family Office LLC13,080$534K0.0%N/A0.028%
8/11/2026Advisors Capital Management LLC9,250$378K0.0%N/A0.020%
8/10/2026one8zero8 LLC20,985$857K0.2%N/A0.045%
8/7/2026BlackRock Inc.3,515,856$143.59M0.0%N/A7.600%
8/7/2026Deutsche Bank AG95,469$3.90M0.0%N/A0.206%
8/7/2026Rice Hall James & Associates LLC140,163$5.72M0.3%N/A0.303%
8/7/2026Simplicity Wealth LLC13,286$543K0.0%N/A0.029%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor179,294$7.32M0.1%N/A0.388%
8/6/2026Global Retirement Partners LLC889$36K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp110,334$4.51M0.0%N/A0.239%
8/6/2026GSA Capital Partners LLP28,680$1.17M0.1%N/A0.062%
8/3/2026Oppenheimer Asset Management Inc.49,094$2.01M0.0%N/A0.106%
8/3/2026Walleye Capital LLC39,973$1.63M0.0%N/A0.086%
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 Company285,133$9.43M0.0%-1.0%0.616%
THE NEXT GREAT FINANCIAL CRISIS (it’s already here) (Ad)

Weiss Ratings was the only independent firm to warn before the 2008 Financial Crisis. Now it is sounding the alarm again. A new high-risk subprime sector has attracted 3 trillion dollars in investor funds and is already showing signs of collapse, according to the firm. Weiss Ratings outlines five specific steps investors can take to prepare for what could become a severe financial shock.tc pixel

See the five steps to prepare for the coming crisis
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%
4/16/2026E. 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%
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%
New Chip takes minutes, not days (Ad)

George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafer-scale chip that does in minutes what current AI needs days to finish. Unlike conventional chips cut from silicon wafers, this technology uses the entire wafer as one giant chip, running on a fraction of the power. Gilder won't name the company publicly, but he's ready to hand it over.tc pixel

See the chip George Gilder says could retire today's AI
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%


LOB Institutional Ownership - Frequently Asked Questions

During the previous two years, 223 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), Barrow Hanley Mewhinney & Strauss LLC ($55.55M), Dimensional Fund Advisors LP ($52.69M), and State Street Corp ($44.95M).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 195 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), Barrow Hanley Mewhinney & Strauss LLC ($1.36M), NewEdge Wealth LLC ($1.26M), William Blair Investment Management LLC ($1.22M), Capital International Investors ($880.53K), Millennium Management LLC ($596.84K), and Loomis Sayles & Co. L P ($579.63K).

Institutional investors have bought a total of 12,796,401 shares in the last 24 months. This purchase volume represents approximately $486.74M in transactions.

Of the 72 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 8,282,861 shares in the last 24 months. This volume of shares sold represents approximately $286.67M in transactions.


Related Companies

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 10/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
My next big call (under $1)
On the first day of October, one of the biggest banks in the world changed its mind about Bitcoin. Citigroup r...
Crypto 101 Media | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
Inside a Former Merrill Lynch Advisor's Income Playbook
A former Merrill Lynch and Vanguard advisor spent 25 years watching one weekly options play generate consisten...
Base Camp Trading | Sponsoredtc pixel
New Chip takes minutes, not days
George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafe...
Eagle Publishing | Sponsoredtc pixel
Inside the Options Play With a High Historical Win Rate
Ian Cooper's newest strategy targets triple-digit returns in just 9 days. It doesn't work every time, but a 73...
TradeWins | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel