According to SEC filings for the period ending September 2025, Live Oak Bancshares, Inc. (NYSE:LOB) is held by 222 institutional firms.
| 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 |