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

Latest Period

Q1 2026

Institutions Reporting

225

Shares (Excl. Options)

32,634,260

Price

$33.07

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Type / Class
Equity / Common Stock
Symbol
LOB on NYSE
Shares outstanding
45,970,014
Price per share
$37.46
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
32,634,260
Total reported value
$1,079,536,536
% of total 13F portfolios
0%
Share change
-3,923
Value change
-$2,666,762
Number of holders
225
Price from insider filings
$37.46
Reported Shares, Excluding Options vs Price
Reported 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.
  • 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

Latest holder context comes from 225 institutions filings for Q1 2026.

Open SEC Evidence

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

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of Live Oak Bancshares, Inc. - Common Stock (LOB) based on Schedule 13D/G filings

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.

Top 25 Institutional Shareholders

The largest institutional shareholders of Live Oak Bancshares, Inc. - Common Stock (LOB) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

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

Institutional Holders of Live Oak Bancshares, Inc. - Common Stock (LOB) across Reporting Periods

Period Reported 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
2019 Q4 18,323,271 $348,321,116 +$24,382,442 $19.01 110
2019 Q3 17,147,031 $310,321,037 -$3,297,807 $18.10 96
2019 Q2 17,362,076 $297,748,303 -$11,379,787 $17.15 95
2019 Q1 18,206,088 $266,188,973 -$6,566,293 $14.61 107
2018 Q4 18,655,075 $276,377,071 -$30,402,373 $14.81 111
2018 Q3 19,097,440 $511,882,051 +$28,457,099 $26.80 102
2018 Q2 17,981,370 $551,108,233 +$24,450,871 $30.65 110
2018 Q1 17,189,693 $477,866,179 +$25,883,551 $27.80 100
2017 Q4 16,354,475 $390,255,534 -$3,032,768 $23.85 91
2017 Q3 16,341,110 $383,246,928 +$119,280,352 $23.45 81
2017 Q2 11,249,748 $272,255,520 +$15,179,682 $24.20 74
2017 Q1 10,750,331 $232,741,339 +$44,753,144 $21.65 72
2016 Q4 9,772,990 $180,805,605 -$12,982,064 $18.50 68
2016 Q3 10,730,726 $154,731,616 +$10,903,420 $14.42 68
2016 Q2 9,972,218 $140,707,811 +$9,299,006 $14.11 70
2016 Q1 9,287,265 $139,311,000 +$16,385,136 $15.00 61
2015 Q4 8,205,719 $116,516,538 +$6,533,681 $14.20 52
2015 Q3 7,453,499 $146,383,499 +$146,383,499 $19.64 51
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