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

CUSIP: 53803X105

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 7 signals
Share change
+191,799
Put/Call ratio
34%
SEC-reported price per share
$41.51
Number of holders
195
Value change
+$6,664,439
Number of buys
84
Open additional details 1 more signal available
Number of sells
80
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
45,970,014

Security key

53803X105

Report period

Q1 2024

Institutions

195

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
31 Dec 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. 6.3%
VANGUARD GROUP INC 5.5%
Diamond Hill Capital Management, ... 4.2%
BARROW HANLEY MEWHINNEY & STRAUSS... 3.7%

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%
$289,646,000
6,365,830 shares
31 Dec 2023
BlackRock Finance, Inc.
13F
Company
13F
6.3%
$131,363,055
2,887,100 shares
31 Dec 2023
VANGUARD GROUP INC
13F
Company
13F
5.5%
$114,159,863
2,509,008 shares
31 Dec 2023
Diamond Hill Capital Management, LLC (Investment Advisor)
13F
Company
13F
4.2%
$86,970,111
1,911,431 shares
31 Dec 2023
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
Company
13F
3.7%
$76,687,656
1,685,443 shares
31 Dec 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.9%
$60,415,225
1,327,754 shares
31 Dec 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 Q1 2024

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

Institutions
195
Shares
28,699,624
Rows available
195
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 Q1 2024 vs Q1 2024 Across Filers

Q1 2024 holders
195
Q1 2024 holders
195
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 value Value change Value Chg %
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