Security key
53803X105
Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q4 2017 13F Holders as of 31 Dec 2017
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 16,354,475
- Total 13F value
- $390,255,534
- Share change
- -132,217
- SEC-reported price per share
- $23.85
- Number of holders
- 91
- Value change
- -$3,032,768
- Number of buys
- 52
- Number of sells
- 25
- Shares outstanding
- 45,970,014
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2017
Institutions
91
Top holders
10
LOB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2018
Previous quarter: Q3 2017
Live Oak Bancshares, Inc. SEC filings
Live Oak Bancshares, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 53803X105
Recent filing periods:
Ownership snapshot
Top reported holders of LOB - Live Oak Bancshares, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
PRICE T ROWE ASSOCIATES I...
Disclosed value leader
PRICE T ROWE ASSOCIATES I...
Comparable rows
15/15
Latest evidence
30 Sep 2017
13F
Lead comparable stake: 11%
Showing 1-6 of 15 holder rows.
Quick read
PRICE T ROWE ASSOCIATES INC /MD/ leads the comparable SEC ownership view at 11%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens PRICE T ROWE ASSOCIATES INC /MD/'s linked filing trail.
Comparable ownership
Top 5
PRICE T ROWE ASSOCIATES INC /MD/
11%
BlackRock Finance, Inc.
2.7%
MENDON CAPITAL ADVISORS CORP
2.6%
WELLINGTON MANAGEMENT GROUP LLP
2.5%
VANGUARD GROUP INC
2.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
11%
|
$117,280,000
5,001,263 shares
|
— | 30 Sep 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
2.7%
|
$28,575,000
1,218,524 shares
|
— | 30 Sep 2017 |
| MENDON CAPITAL ADVISORS CORP |
13F
Company
|
2.6%
|
$27,900,000
1,189,760 shares
|
— | 30 Sep 2017 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2.5%
|
$27,049,000
1,153,476 shares
|
— | 30 Sep 2017 |
| VANGUARD GROUP INC |
13F
Company
|
2.3%
|
$24,700,000
1,053,366 shares
|
— | 30 Sep 2017 |
| Curi Capital, LLC |
13F
Company
|
1.8%
|
$19,386,000
826,709 shares
|
— | 30 Sep 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
91
Shares
16,354,475
Rows available
91
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
81
Q4 2017 holders
91
Holder diff
10
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 value | Q4 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend