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 237 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $947 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
6,520,922
shares
|
$203 Million
0.14% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,757,815
shares
|
$85.9 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,685,446
shares
|
$83.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,776,292
shares
|
$55.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,545,210
shares
|
$48.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,245,137
shares
|
$38.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
894,310
shares
|
$27.9 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
826,215
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
519,957
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Added 366.89%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
374,981
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
370,869
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
330,000
shares
|
$10.3 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
327,489
shares
|
$10.2 Million
0.85% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
304,641
shares
|
$9.49 Million
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
301,823
shares
|
$9.4 Million
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
294,678
shares
|
$9.18 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
290,567
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
289,072
shares
|
$9.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
286,077
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
282,933
shares
|
$8.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.78%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
276,667
shares
|
$8.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
275,455
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.7%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
230,466
shares
|
$7.18 Million
0.14% of portfolio
|
Q3 2025
Added 37.58%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
222,024
shares
|
$6.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 79.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
205,933
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2025
Added 13.61%
|