Live Oak Bancshares, Inc. - Common Stock (LOB)

CUSIP: 53803X105

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
-18,169
Put/Call ratio
52%
SEC-reported price per share
$45.50
Number of holders
188
Value change
+$3,600,917
Number of buys
81
Open additional details 1 more signal available
Number of sells
82
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
45,970,014

Security key

53803X105

Report period

Q4 2023

Institutions

188

Top holders

10

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
T. Rowe Price Investment ...
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 14% Showing 1-6 of 15 holder rows.

Quick read

T. Rowe Price Investment Management, Inc. leads the comparable SEC ownership view at 14%.

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 T. Rowe Price Investment Management, Inc.'s linked filing trail.
Comparable ownership Top 5
T. Rowe Price Investment Manageme... 14%
BlackRock Finance, Inc. 5.7%
VANGUARD GROUP INC 5.4%
DIAMOND HILL CAPITAL MANAGEMENT INC 4.6%
BARROW HANLEY MEWHINNEY & STRAUSS... 3.8%

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
T. Rowe Price Investment Management, Inc.
13F
Company
13F
14%
$184,325,000
6,367,001 shares
30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
5.7%
$75,439,332
2,605,849 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
5.4%
$71,841,075
2,481,557 shares
30 Sep 2023
DIAMOND HILL CAPITAL MANAGEMENT INC
13F
Company
13F
4.6%
$61,553,722
2,126,208 shares
30 Sep 2023
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
Company
13F
3.8%
$50,876,267
1,757,384 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.8%
$36,671,669
1,266,725 shares
30 Sep 2023
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 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
188
Shares
28,613,774
Rows available
188
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 2023 vs Q3 2023 Across Filers

Q3 2023 holders
169
Q4 2023 holders
188
Holder diff
19
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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