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 223 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
6,419,486
shares
|
$205 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,757,815
shares
|
$88.2 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,631,256
shares
|
$84.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,041,706
shares
|
$65.3 Million
0.02% of portfolio
|
Q4 2024
Added 75.83%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
1,540,228
shares
|
$49.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,418,265
shares
|
$45.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,337,670
shares
|
$42.8 Million
0.0% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,224,126
shares
|
$39.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
826,456
shares
|
$26.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Feb 14, 2025 Q4 2024 |
796,720
shares
|
$25.5 Million
3.93% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
772,796
shares
|
$24.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
374,981
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
336,721
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
330,600
shares
|
$10.6 Million
2.66% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
314,325
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
297,083
shares
|
$9.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
284,002
shares
|
$9.09 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
235,834
shares
|
$7.54 Million
0.04% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
234,818
shares
|
$7.51 Million
0.01% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
229,273
shares
|
$7.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
167,682
shares
|
$5.36 Million
0.0% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
159,458
shares
|
$5.1 Million
0.02% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
159,090
shares
|
$5.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
159,027
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
146,185
shares
|
$4.68 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.13%
|