Live Oak Bancshares, Inc. (LOB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

46,476,364Shares Outstanding

448,904Shares held by institutions

$18,292,838Value of institutional holdings

59.15%Institutional ownership %

-7.51%Shares Changed QoQ

216No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Live Oak Bancshares, Inc. (NYSE:LOB) includes 216 filers as of the latest reporting cycle ending December 2025.

Live Oak Bancshares saw its institutional ownership percentage fell to 59.1% in December 2025 from 65.7% in September 2025.
In percentage terms, this reflects as a holdings change of -7.51% quarter on quarter, and an increase of 2.37% year over year.
Of these 216 institutional investors, 96 increased their holdings in Live Oak Bancshares, while 79 of them reduced positions, and 41 investors maintained their exposure.
The aggregate institutional position in Live Oak Bancshares now stands at 27.49Mn shares as of December 2025, after investors decreased their holdings (down by 2.23Mn shares quarter on quarter which is down 2.70Mn shares year over year).
BlackRock, Inc.'s holding of 3.58Mn shares as of December 31, 2025 makes it the primary institutional investor in Live Oak Bancshares, owning 7.69% of the stock.
Among the most significant buyers of Live Oak Bancshares during December 2025 were NewEdge Wealth, LLC (1.26Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (648.56K), LOOMIS SAYLES & CO L P (558.41K), BlackRock, Inc. (356.50K), ROYCE & ASSOCIATES LP (247.34K).
Leading sellers of Live Oak Bancshares stock in December 2025 included T. Rowe Price Investment Management, Inc. (4.81Mn), AMERIPRISE FINANCIAL INC (385.62K), Nuveen, LLC (194.34K), Trust Co of the South (162.50K), BOOTHBAY FUND MANAGEMENT, LLC (124.83K).
The top 10 institutional holders of Live Oak Bancshares for the quarter ending December 2025 included BlackRock, Inc. (3.58Mn), VANGUARD GROUP INC (2.70Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (1.73Mn), T. Rowe Price Investment Management, Inc. (1.71Mn), DIMENSIONAL FUND ADVISORS LP (1.54Mn), STATE STREET CORP (1.31Mn), NewEdge Wealth, LLC (1.26Mn), SOUTHERNSUN ASSET MANAGEMENT, LLC (1.03Mn), GEODE CAPITAL MANAGEMENT, LLC (817.44K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (648.56K).

216 Institutional Holders

448,904 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,575,987	356,499	11.07%	$122,835,155.00
VANGUARD GROUP INC	31 Dec, 2025	2,702,627	17,181	0.64%	$92,835,238.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	1,725,854	-50,438	-2.84%	$59,283,085.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,710,487	-4,810,435	-73.77%	$58,756.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,538,435	-6,775	-0.44%	$52,845,236.00
STATE STREET CORP	31 Dec, 2025	1,308,462	63,325	5.09%	$44,945,670.00
NewEdge Wealth, LLC	31 Dec, 2025	1,259,422	1,259,422	0.00%	$43,261,146.00
SOUTHERNSUN ASSET MANAGEMENT, LLC	31 Dec, 2025	1,029,108	134,798	15.07%	$35,349,860.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	817,436	-8,779	-1.06%	$28,084,347.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	648,561	648,561	0.00%	$22,278,070.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	558,410	558,410	0.00%	$19,181,383.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	370,859	-10	0.00%	$12,739,007.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	338,487	63,032	22.88%	$11,627,029.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	293,241	4,169	1.44%	$10,072,829.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	291,959	-2,719	-0.92%	$10,028,792.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	288,115	-2,452	-0.84%	$9,896,750.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	286,160	130,987	84.41%	$9,829,596.00
NORTHERN TRUST CORP	31 Dec, 2025	285,092	-19,549	-6.42%	$9,792,911.00
Motley Fool Wealth Management, LLC	31 Dec, 2025	282,701	-44,788	-13.68%	$9,710,775.00
ALGERT GLOBAL LLC	31 Dec, 2025	273,509	43,043	18.68%	$9,395.00

1 - 20 of 216

Research Tools