Live Oak Bancshares LOB Institutional Ownership

NYSE LOB

$36.00 -0.19 (-0.53%)

As of: Oct 1, 2026 · 12:11 PM EDT

Institutions by Trading Activity

241 Institutions

Increased 123 51.0%

Unchanged 52 21.6%

Reduced 66 27.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

71.66%

▲+0.92 pp QoQ

Shares Held by Institutions

33.15Mn

of 46.27Mn outstanding

▲+3.62% QoQ

Shares Outstanding

46.27Mn

13.11Mn held outside 13F filers

Institutional Investors

241

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

+1.16Mn

accumulated since last quarter

Value of Holdings

$1.20Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Live Oak Bancshares, Inc. (NYSE:LOB) has 241 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 71.7% of Live Oak Bancshares's outstanding shares in June 2026, up from 70.7% in March 2026.
They increased total shares held in Live Oak Bancshares by 3.62% from last quarter, and the number of investors in LOB increased 15.31% annually.
Among the 241 funds, 123 bought more Live Oak Bancshares shares, 66 sold down, and 52 held their ground.
Institutional investors collectively held 33.15Mn shares in Live Oak Bancshares as of June 2026, up by 1.16Mn shares quarter on quarter, and up 2.82Mn shares year over year.
As of June 30, 2026, the biggest holder of Live Oak Bancshares is T. Rowe Price Investment Management, Inc. at 6.47Mn shares, representing 13.99% of shares outstanding.
The biggest buyers of Live Oak Bancshares for the quarter ending June 2026 included AMERICAN CENTURY COMPANIES INC (485.77K), Sixth Street Partners Management Company, L.P. (299.27K), FULLER & THALER ASSET MANAGEMENT, INC. (239.81K), ALGERT GLOBAL LLC (223.49K), VANGUARD CAPITAL MANAGEMENT LLC (121.96K).
The biggest sellers of Live Oak Bancshares for the quarter ending June 2026 included BARROW HANLEY MEWHINNEY & STRAUSS LLC (261.81K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (153.66K), Goldman Sachs Group Inc (115.56K), MILLENNIUM MANAGEMENT LLC (112.68K), SOUTHERNSUN ASSET MANAGEMENT, LLC (98.79K).
Per Business Quant data, the top 10 holders of Live Oak Bancshares for the quarter ending June 2026 are T. Rowe Price Investment Management, Inc. (6.47Mn), BlackRock, Inc. (3.52Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.65Mn), DIMENSIONAL FUND ADVISORS LP (1.62Mn), State Street Corp (1.37Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (1.36Mn), GILDER GAGNON HOWE & CO LLC (1.12Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (996.87K), SOUTHERNSUN ASSET MANAGEMENT, LLC (934.75K), GEODE CAPITAL MANAGEMENT, LLC (912.54K).

Form 13F Holdings

241 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.15Mn

Of outstanding 71.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	T. Rowe Price Investment Management, Inc.	0001897612	6,471,452	13.99%	▼18,649	-0.29%	$264.30K
2	BlackRock, Inc.	0002012383	3,515,856	7.60%	▲82,957	+2.42%	$143.59Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,654,730	3.58%	▲121,959	+7.96%	$67.58Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	1,615,529	3.49%	▲22,344	+1.40%	$65.98Mn
5	State Street Corp	0000093751	1,367,619	2.96%	▼69,696	-4.85%	$55.88Mn
6	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	1,360,091	2.94%	▼261,812	-16.14%	$55.55Mn
7	GILDER GAGNON HOWE & CO LLC	0000902464	1,123,910	2.43%	▼69,204	-5.80%	$45.90Mn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	996,870	2.15%	▲88,724	+9.77%	$40.71Mn
9	SOUTHERNSUN ASSET MANAGEMENT, LLC	0001089755	934,751	2.02%	▼98,788	-9.56%	$38.18Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	912,543	1.97%	▲58,585	+6.86%	$37.28Mn
11	LOOMIS SAYLES & CO L P	0000312348	671,994	1.45%	▼56,135	-7.71%	$27.44Mn
12	AMERICAN CENTURY COMPANIES INC	0000748054	667,556	1.44%	▲485,769	+267.22%	$27.26Mn
13	ROYCE & ASSOCIATES LP	0000906304	646,091	1.40%	▲72,241	+12.59%	$26.39Mn
14	ALGERT GLOBAL LLC	0001275218	586,166	1.27%	▲223,487	+61.62%	$23.94Mn
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	569,233	1.23%	▼153,664	-21.26%	$23.25Mn
16	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	554,642	1.20%	▲239,814	+76.17%	$22.65Mn
17	TWO SIGMA INVESTMENTS, LP	0001179392	420,262	0.91%	▼13,906	-3.20%	$17.16Mn
18	Northern Trust Corp	0000073124	320,783	0.69%	▼3,604	-1.11%	$13.10Mn
19	Sixth Street Partners Management Company, L.P.	0001812095	299,270	0.65%	▲299,270	0.00%	$12.22Mn
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	299,270	0.65%	▲8,636	+2.97%	$12.22Mn

Showing 1 to 20 of 241 holders