Latest Period
Q4 2025
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
227
Shares (Excl. Options)
32,618,722
Price
$34.35
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- Type / Class
- Equity / Common Stock
- Symbol
- LOB on NYSE
- Shares outstanding
- 45,970,014
- Price per share
- $33.07
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 32,618,722
- Total reported value
- $1,121,126,780
- % of total 13F portfolios
- 0%
- Share change
- +2,094,158
- Value change
- +$71,742,078
- Number of holders
- 227
- Price from insider filings
- $33.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- LOB - Live Oak Bancshares, Inc. - Common Stock is tracked under CUSIP 53803X105.
- 227 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 227 to 47 between Q4 2025 and Q1 2026.
- Reported value moved from $1,121,126,780 to $35,892,682.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 227 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 53803X105?
CUSIP 53803X105 identifies LOB - Live Oak Bancshares, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 53803X105:
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 Dec 2025, 227 institutional investors reported holding 32,618,722 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% | 6,428,502 | -1.4% | 0.14% | $220,820,000 |
| BlackRock, Inc. | 7.8% | 3,575,987 | +11% | 0% | $122,835,155 |
| VANGUARD GROUP INC | 5.9% | 2,702,627 | +0.64% | 0% | $92,835,238 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.8% | 1,725,854 | -2.8% | 0.2% | $59,283,085 |
| DIMENSIONAL FUND ADVISORS LP | 3.3% | 1,538,435 | -0.44% | 0.01% | $52,845,236 |
| STATE STREET CORP | 2.8% | 1,308,462 | +5.1% | 0% | $44,945,670 |
| NewEdge Wealth, LLC | 2.7% | 1,259,422 | 0.49% | $43,261,146 | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 2.2% | 1,029,108 | +15% | 4.9% | $35,349,860 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 817,436 | -1.1% | 0% | $28,084,347 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.4% | 648,561 | 0.06% | $22,278,070 | |
| LOOMIS SAYLES & CO L P | 1.2% | 558,410 | 0.02% | $19,181,383 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.81% | 370,859 | -0% | 0.04% | $12,739,007 |
| D. E. Shaw & Co., Inc. | 0.74% | 338,487 | +23% | 0.01% | $11,627,029 |
| GOLDMAN SACHS GROUP INC | 0.64% | 293,241 | +1.4% | 0% | $10,072,829 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.64% | 291,959 | -0.92% | 0% | $10,028,792 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.63% | 288,115 | -0.84% | 0.01% | $9,896,750 |
| TWO SIGMA INVESTMENTS, LP | 0.62% | 286,160 | +84% | 0.01% | $9,829,596 |
| NORTHERN TRUST CORP | 0.62% | 285,092 | -6.4% | 0% | $9,792,911 |
| Motley Fool Wealth Management, LLC | 0.61% | 282,701 | -14% | 0.75% | $9,710,775 |
| ALGERT GLOBAL LLC | 0.59% | 273,509 | +19% | 0.15% | $9,395,000 |
| MORGAN STANLEY | 0.59% | 273,097 | -4.5% | 0% | $9,380,909 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.58% | 266,543 | -3.7% | 0.04% | $9,155,752 |
| MILLENNIUM MANAGEMENT LLC | 0.56% | 258,071 | -8.8% | 0.01% | $8,864,739 |
| ROYCE & ASSOCIATES LP | 0.54% | 247,341 | 0.09% | $8,496,163 | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.49% | 223,584 | +44% | 0.03% | $7,680,124 |
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 | 1,075,343 | $35,892,682 | +$2,915,699 | $33.07 | 47 |
| 2025 Q4 | 32,618,722 | $1,121,126,780 | +$71,742,078 | $34.35 | 227 |
| 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 |