Live Oak Bancshares LOB Institutional Ownership

NYSE LOB

$35.78 +0.40 (+1.13%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

239 Institutions

Increased 121 50.6%

Unchanged 52 21.8%

Reduced 66 27.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

70.99%

▲+0.24 pp QoQ

Shares Held by Institutions

32.84Mn

of 46.27Mn outstanding

▲+0.62% QoQ

Shares Outstanding

46.27Mn

13.42Mn held outside 13F filers

Institutional Investors

239

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+202.96K

accumulated since last quarter

Value of Holdings

$1.18Bn

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

Updated Oct 11, 2026

Live Oak Bancshares, Inc. (NYSE:LOB) was held by 239 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 70.99% of Live Oak Bancshares' outstanding shares at the end of Q2 2026, up from 70.74% in Q1 2026.
Total holdings of LOB shares rose 0.62% from Q1 2026, and the holder count rose 15.46% from Q2 2025.
Of the 239 holders, 121 added to their positions, 66 reduced their stakes and 52 left their positions unchanged in Q2 2026.
Institutional investors held 32.84Mn shares of Live Oak Bancshares in total at the end of Q2 2026, up 202.96K from the prior quarter and up 2.51Mn from a year earlier.
As of June 30, 2026, T. Rowe Price Investment Management, Inc. held the largest stake in Live Oak Bancshares with 6.47Mn shares, or 13.99% of shares outstanding.
The biggest increases in LOB positions during Q2 2026 came from American Century Companies Inc (+485.77K shares), Fuller & Thaler Asset Management, Inc. (+239.81K shares), Algert Global LLC (+223.49K shares), Vanguard Capital Management LLC (+121.96K shares) and Vanguard Portfolio Management LLC (+88.72K shares).
Holders that trimmed the most shares of Live Oak Bancshares in Q2 2026 while keeping a position were Barrow Hanley Mewhinney & Strauss LLC (-261.81K shares), William Blair Investment Management, LLC (-153.66K shares), Goldman Sachs Group Inc (-115.56K shares), Millennium Management LLC (-112.68K shares) and Southernsun Asset Management, LLC (-98.79K shares).
According to Business Quant data, the leading holders of LOB for Q2 2026 were T. Rowe Price Investment Management, Inc. (6.47Mn shares), BlackRock, Inc. (3.52Mn shares), Vanguard Capital Management LLC (1.65Mn shares), Dimensional Fund Advisors LP (1.62Mn shares), State Street Corp (1.37Mn shares), Barrow Hanley Mewhinney & Strauss LLC (1.36Mn shares), Gilder Gagnon Howe & Co LLC (1.12Mn shares), Vanguard Portfolio Management LLC (996.87K shares), Southernsun Asset Management, LLC (934.75K shares) and Geode Capital Management, LLC (912.54K shares).

Form 13F Holdings

240 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.84Mn

Of outstanding 70.99%

#	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	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	299,270	0.65%	▲8,636	+2.97%	$12.22Mn
20	Raymond James Financial Inc	0000720005	287,390	0.62%	▲24,602	+9.36%	$11.74Mn

Showing 1 to 20 of 240 holders