Go Pro
→ A new income category is drawing serious money - here's why (From Investors Alley) (Ad)tc pixel Free LOB Stock Alerts

Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$42.52 -0.08 (-0.20%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$43.22 +0.71 (+1.67%)
As of 06:51 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.
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)
124
Total
Institutional Inflows
(last 12 months)
$363.79M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$286.37M
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
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 Advisor 179,294$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%
5/19/2026Bank 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%
5/16/2026Quantinno 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%
5/14/2026Sei 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%
5/6/2026 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%
5/5/2026Sanctuary 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%
4/28/2026Howe & 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%
4/22/2026 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%
3/20/2026Hsbc Holdings PLC8,530$294K0.0%+34.2%0.019%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
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%
2/17/2026 Russell 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%
2/17/2026 Persistent Asset Partners Ltd4,676$161K0.1%-79.4%0.010%
2/17/2026Howe & Rusling Inc.11,785$405K0.0%+7.8%0.026%
2/17/2026 Rice 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Walleye 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%
Why Trump really wants Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
2/13/2026Southernsun 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%
2/13/2026Ieq 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%


LOB Institutional Ownership - Frequently Asked Questions

During the previous two years, 219 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 ($59.28M), 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 189 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), 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), and Ameriprise Financial Inc. ($448.76K).

Institutional investors have bought a total of 10,666,569 shares in the last 24 months. This purchase volume represents approximately $363.79M in transactions.

Of the 80 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 8,733,257 shares in the last 24 months. This volume of shares sold represents approximately $286.37M 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 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
This tiny piece of glass could be bigger than GPUs
Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capita...
Brownstone Research | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
AI Wants More Than Your Job
OpenAI says two of its most advanced models hacked into another company without being told to. One researcher ...
Priority Gold | Sponsoredtc pixel
Barricks gold output fell from 2 million ounces to 719000
Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-larges...
Golden Portfolio | Sponsoredtc pixel
China is not hedging. It's escaping.
China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low...
Behind the Markets | Sponsoredtc pixel
Free Stock Pick: The Company First in Line for America’s New Super Fuel
The U.S. Army and Department of Energy are launching Project Janus - a high-priority initiative ordered by Pre...
Banyan Hill Publishing | Sponsoredtc pixel