Latest Period
Q1 2026
Security Snapshot
Live Oak Bancshares, Inc. - Common Stock (LOB) Institutional Ownership
CUSIP: 53803X105
13F Institutional Holders and Ownership History from Q3 2015 to Q1 2026
Institutions Reporting
225
Shares (Excl. Options)
32,634,260
Price
$33.07
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- Security type / class
- Equity / Common Stock
- Symbol
- LOB on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 32,634,260
- Total 13F value
- $1,079,536,536
- Portfolio coverage rank
- 0%
- Share change
- -3,923
- Value change
- -$2,666,762
- Number of holders
- 225
- Shares outstanding
- 45,970,014
- SEC-reported price per share
- $36.19
- Insider filing price
- $36.19
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.
- 225 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 228 to 225 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,121,132,929 to $1,079,536,536.
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 225 institutions filings for Q1 2026.
Security key
53803X105
Latest holder period
Q1 2026
13F holders
225
13D/G owners
1
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 225 institutional investors reported holding 32,634,260 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
56%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 14% | 6,490,101 | +0.96% | 0.15% | $214,628,000 |
| BlackRock, Inc. | 7.5% | 3,432,899 | -4% | 0% | $113,525,981 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.5% | 1,621,903 | -6% | 0.18% | $53,636,333 |
| DIMENSIONAL FUND ADVISORS LP | 3.5% | 1,593,185 | +3.6% | 0.01% | $52,684,848 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 1,532,771 | 0% | 0% | $50,688,737 |
| STATE STREET CORP | 3.1% | 1,437,315 | +9.8% | 0% | $47,532,007 |
| GILDER GAGNON HOWE & CO LLC | 2.6% | 1,193,114 | 0.47% | $39,456,280 | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 2.2% | 1,033,539 | +0.43% | 5% | $34,179,135 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2% | 908,146 | 0% | 0% | $30,032,388 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 853,958 | +4.5% | 0% | $28,246,016 |
| LOOMIS SAYLES & CO L P | 1.6% | 728,129 | +30% | 0.03% | $24,079,226 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.6% | 722,897 | +11% | 0.08% | $23,906,204 |
| ROYCE & ASSOCIATES LP | 1.2% | 573,850 | +132% | 0.19% | $18,977,220 |
| TWO SIGMA INVESTMENTS, LP | 0.94% | 434,168 | +52% | 0.01% | $14,357,936 |
| ALGERT GLOBAL LLC | 0.79% | 362,679 | +33% | 0.18% | $11,994,000 |
| NORTHERN TRUST CORP | 0.71% | 324,387 | +14% | 0% | $10,727,478 |
| GOLDMAN SACHS GROUP INC | 0.69% | 319,000 | +8.8% | 0% | $10,549,330 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.68% | 314,828 | +41% | 0.04% | $10,411,375 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.63% | 290,634 | -0.45% | 0% | $9,611,266 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.62% | 285,133 | -1% | 0.01% | $9,429,348 |
| D. E. Shaw & Co., Inc. | 0.57% | 263,003 | -22% | 0.01% | $8,697,509 |
| RAYMOND JAMES FINANCIAL INC | 0.57% | 262,788 | +19% | 0% | $8,690,380 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.54% | 249,719 | -33% | 0.03% | $8,258,207 |
| ENVESTNET ASSET MANAGEMENT INC | 0.52% | 239,324 | +10% | 0% | $7,914,434 |
| VANGUARD FIDUCIARY TRUST CO | 0.51% | 234,168 | 0% | 0% | $7,743,936 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
43
Latest
Q1 2026
Rows shown
1-25 of 43
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 32,634,260 | $1,079,536,536 | -$2,666,762 | $33.07 | 225 |
| 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 |
| 2020 Q1 | 17,430,323 | $217,349,446 | -$15,950,923 | $12.47 | 110 |