Live Oak Bancshares, Inc. (LOB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

46,476,364Shares Outstanding
13,012Shares held by institutions
$477,671Value of institutional holdings
0.90%Institutional ownership %
-26.08%Shares Changed QoQ
20No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Live Oak Bancshares, Inc. (NYSE:LOB) currently has 20 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

223 Institutional Holders

13,012 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
T. Rowe Price Investment Management, Inc. 30 Sep, 2025 6,520,922 10,725 0.16% $229,667.00
BlackRock, Inc. 30 Sep, 2025 3,219,488 491,113 18.00% $113,390,374.00
VANGUARD GROUP INC 30 Sep, 2025 2,685,446 -3,061 -0.11% $94,581,409.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC 30 Sep, 2025 1,776,292 -104,680 -5.57% $62,561,004.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 1,545,210 5,046 0.33% $54,424,121.00
STATE STREET CORP 30 Sep, 2025 1,245,137 -57,494 -4.41% $43,853,725.00
SOUTHERNSUN ASSET MANAGEMENT, LLC 30 Sep, 2025 894,310 -5,419 -0.60% $31,497,598.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 826,215 9,034 1.11% $29,103,302.00
AMERIPRISE FINANCIAL INC 30 Sep, 2025 519,957 408,591 366.89% $18,312,924.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 30 Sep, 2025 370,869 46,521 14.34% $13,062,006.00
Trust Co of the South 30 Sep, 2025 330,000 0 0.00% $11,622,600.00
Motley Fool Wealth Management, LLC 30 Sep, 2025 327,489 -39,119 -10.67% $11,534,171.00
NORTHERN TRUST CORP 30 Sep, 2025 304,641 6,344 2.13% $10,729,457.00
Nuveen, LLC 30 Sep, 2025 301,823 12,365 4.27% $10,630,207.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 294,678 8,201 2.86% $10,378,559.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE 30 Sep, 2025 290,567 -4,604 -1.56% $10,233,770.00
GOLDMAN SACHS GROUP INC 30 Sep, 2025 289,072 -102,204 -26.12% $10,181,116.00
MORGAN STANLEY 30 Sep, 2025 286,077 56,092 24.39% $10,075,643.00
MILLENNIUM MANAGEMENT LLC 30 Sep, 2025 282,933 -356,903 -55.78% $9,964,900.00
JACOBS LEVY EQUITY MANAGEMENT, INC 30 Sep, 2025 276,667 -5,683 -2.01% $9,744,212.00