Institutional Ownership Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
6,510,197
shares
|
$216 Million
0.12% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,757,815
shares
|
$91.7 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,688,507
shares
|
$89.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,880,972
shares
|
$62.5 Million
0.2% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,540,164
shares
|
$51.2 Million
0.01% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,302,631
shares
|
$43.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
1,066,891
shares
|
$35.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
899,729
shares
|
$29.9 Million
3.55% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
817,181
shares
|
$27.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
639,836
shares
|
$21.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
442,173
shares
|
$14.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
391,276
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
374,981
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
366,608
shares
|
$12.2 Million
0.71% of portfolio
|
Q2 2025
Added 38.94%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
356,416
shares
|
$11.9 Million
0.63% of portfolio
|
Q2 2025
Added 105.35%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
330,000
shares
|
$11 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
324,348
shares
|
$10.8 Million
0.03% of portfolio
|
Q2 2025
Added 105.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
298,297
shares
|
$9.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
295,171
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
289,458
shares
|
$9.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
286,477
shares
|
$9.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
282,350
shares
|
$9.39 Million
0.03% of portfolio
|
Q2 2025
Added 22.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
256,231
shares
|
$8.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
229,985
shares
|
$7.65 Million
0.0% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
222,493
shares
|
$7.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.3%
|