Latest Period
Q2 2026
Security Snapshot
Live Oak Bancshares, Inc. - Common Stock (LOB) Institutional Ownership
CUSIP: 53803X105
13F Institutional Holders and Ownership History from Q3 2015 to Q2 2026
Institutions Reporting
239
Shares (Excl. Options)
32,843,617
Price
$40.84
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- Security type / class
- Equity / Common Stock
- Symbol
- LOB on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 32,843,617
- Total 13F value
- $1,341,413,062
- Portfolio coverage rank
- 0%
- Share change
- +190,296
- Value change
- +$12,422,227
- Number of holders
- 239
- Shares outstanding
- 45,970,014
- SEC-reported price per share
- $42.71
- Insider filing price
- $42.71
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LOB - Live Oak Bancshares, Inc. - Common Stock is tracked under CUSIP 53803X105.
- 239 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 226 to 239 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,079,744,242 to $1,341,413,062.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 239 institutions filings for Q2 2026.
Security key
53803X105
Latest holder period
Q2 2026
13F holders
239
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
LOB full holder history
Live Oak Bancshares, Inc. SEC filings
Live Oak Bancshares, Inc. company facts
Live Oak Bancshares, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53803X105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
LOB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MAHAN JAMES S III | 14% | $227,386,077 | 6,619,682 | MAHAN JAMES S III | 31 Dec 2025 |
As of 30 Jun 2026, 239 institutional investors reported holding 32,843,617 shares of Live Oak Bancshares, Inc. - Common Stock (LOB). This represents 71% of the company’s total 45,970,014 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
57%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 14% | 6,471,452 | -0.29% | 0.17% | $264,295,000 |
| BlackRock, Inc. | 7.6% | 3,515,856 | +2.4% | 0% | $143,587,571 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6% | 1,654,730 | +8% | 0% | $67,579,173 |
| DIMENSIONAL FUND ADVISORS LP | 3.5% | 1,615,529 | +1.4% | 0.01% | $65,979,656 |
| STATE STREET CORP | 3% | 1,367,619 | -4.8% | 0% | $55,875,998 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3% | 1,360,091 | -16% | 0.17% | $55,546,117 |
| GILDER GAGNON HOWE & CO LLC | 2.4% | 1,123,910 | -5.8% | 0.47% | $45,900,484 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2% | 996,870 | +9.8% | 0% | $40,712,171 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 2% | 934,751 | -9.6% | 5.1% | $38,175,231 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 912,543 | +6.9% | 0% | $37,275,789 |
| LOOMIS SAYLES & CO L P | 1.5% | 671,994 | -7.7% | 0.03% | $27,444,235 |
| AMERICAN CENTURY COMPANIES INC | 1.5% | 667,556 | +267% | 0.01% | $27,262,993 |
| ROYCE & ASSOCIATES LP | 1.4% | 646,091 | +13% | 0.21% | $26,386,356 |
| ALGERT GLOBAL LLC | 1.3% | 586,166 | +62% | 0.28% | $23,939,019 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2% | 569,233 | -21% | 0.07% | $23,247,476 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.2% | 554,642 | +76% | 0.06% | $22,651,589 |
| TWO SIGMA INVESTMENTS, LP | 0.91% | 420,262 | -3.2% | 0.01% | $17,163,500 |
| NORTHERN TRUST CORP | 0.7% | 320,783 | -1.1% | 0% | $13,100,777 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.65% | 299,270 | +3% | 0% | $12,222,187 |
| RAYMOND JAMES FINANCIAL INC | 0.63% | 287,390 | +9.4% | 0% | $11,737,009 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.62% | 283,133 | -0.7% | 0.01% | $11,563,152 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.59% | 270,239 | +8.2% | 0.03% | $11,036,561 |
| VANGUARD FIDUCIARY TRUST CO | 0.54% | 249,249 | +6.4% | 0% | $10,179,329 |
| ENVESTNET ASSET MANAGEMENT INC | 0.52% | 237,127 | -0.92% | 0% | $9,684,259 |
| BANK OF AMERICA CORP /DE/ | 0.5% | 230,020 | +32% | 0% | $9,394,017 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
44
Latest
Q2 2026
Rows shown
1-25 of 44
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 32,843,617 | $1,341,413,062 | +$12,422,227 | $40.84 | 239 |
| 2026 Q1 | 32,640,547 | $1,079,744,242 | -$2,666,812 | $33.07 | 226 |
| 2025 Q4 | 32,618,901 | $1,121,132,929 | +$71,745,616 | $34.35 | 228 |
| 2025 Q3 | 30,505,056 | $1,074,228,017 | -$10,874,013 | $35.22 | 222 |
| 2025 Q2 | 30,818,578 | $918,471,215 | +$24,974,615 | $29.80 | 207 |
| 2025 Q1 | 30,067,087 | $801,627,734 | -$45,205,812 | $26.66 | 219 |
| 2024 Q4 | 30,346,143 | $1,200,211,008 | +$9,088,265 | $39.55 | 212 |
| 2024 Q3 | 29,832,191 | $1,411,708,264 | +$17,582,299 | $47.37 | 208 |
| 2024 Q2 | 29,653,233 | $1,041,171,422 | +$35,026,263 | $35.06 | 193 |
| 2024 Q1 | 28,699,624 | $1,191,305,581 | +$6,664,439 | $41.51 | 195 |
| 2023 Q4 | 28,613,774 | $1,301,912,421 | +$3,600,917 | $45.50 | 188 |
| 2023 Q3 | 28,225,489 | $817,136,259 | +$7,295,200 | $28.95 | 169 |
| 2023 Q2 | 27,723,256 | $729,360,439 | -$11,061,268 | $26.31 | 159 |
| 2023 Q1 | 28,246,655 | $688,232,123 | -$46,144,619 | $24.37 | 168 |
| 2022 Q4 | 29,673,682 | $896,208,894 | +$38,524,200 | $30.20 | 184 |
| 2022 Q3 | 28,265,375 | $864,959,522 | -$225,175,146 | $30.60 | 176 |
| 2022 Q2 | 29,167,465 | $988,443,308 | -$4,782,197 | $33.89 | 165 |
| 2022 Q1 | 28,659,535 | $1,458,777,422 | +$60,687,059 | $50.89 | 196 |
| 2021 Q4 | 27,223,682 | $2,376,352,218 | +$161,897,046 | $87.29 | 209 |
| 2021 Q3 | 25,246,368 | $1,606,427,404 | +$45,858,858 | $63.63 | 162 |
| 2021 Q2 | 24,542,817 | $1,448,139,774 | +$96,674,959 | $59.00 | 162 |
| 2021 Q1 | 22,827,400 | $1,563,582,595 | +$202,182,691 | $68.49 | 164 |
| 2020 Q4 | 20,101,425 | $954,010,708 | +$117,935,057 | $47.46 | 153 |
| 2020 Q3 | 17,689,894 | $448,109,195 | +$8,739,732 | $25.33 | 117 |
| 2020 Q2 | 17,431,911 | $252,717,501 | +$1,742,015 | $14.51 | 104 |