Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 45,970,014
- Total 13F shares
- 30,818,578
- Share change
- +771,832
- Total reported value
- $918,471,215
- Put/Call ratio
- 0%
- Price per share
- $29.80
- Number of holders
- 207
- Value change
- +$24,974,615
- Number of buys
- 114
- Number of sells
- 93
Quarterly Holders Quick Answers
What is CUSIP 53803X105?
CUSIP 53803X105 identifies LOB - Live Oak Bancshares, Inc. - Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 53803X105:
Top shareholders of LOB - Live Oak Bancshares, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
14%
|
6,484,524
|
$172,878,000 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
5.9%
|
2,701,758
|
$72,028,876 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.8%
|
2,657,737
|
$70,855,268 | — | 31 Mar 2025 | |
| Neil Lawrence Underwood |
3/4/5
|
President, Director |
—
class O/S missing
|
1,538,132
|
$68,354,586 | — | 15 Dec 2021 | |
| William L. Williams III |
3/4/5
|
Director |
—
class O/S missing
|
1,343,286
|
$53,560,032 | — | 02 May 2024 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
3.4%
|
1,553,397
|
$41,413,564 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.1%
|
1,427,345
|
$38,051,449 | — | 31 Mar 2025 | |
| Huntley Garriott |
3/4/5
|
President, Live Oak Bank |
—
mixed-class rows
|
842,033
mixed-class rows
|
$34,142,027 | — | 23 Feb 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.8%
|
1,267,430
|
$33,789,684 | — | 31 Mar 2025 | |
| DIAMOND HILL CAPITAL MANAGEMENT INC |
13F
|
Company |
2.3%
|
1,066,891
|
$28,443,314 | — | 31 Mar 2025 | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
871,934
|
$23,245,760 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
794,951
|
$21,198,312 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.5%
|
687,885
|
$18,339,014 | — | 31 Mar 2025 | |
| William Henderson Cameron |
3/4/5
|
Director |
—
mixed-class rows
|
433,455
mixed-class rows
|
$13,523,026 | +$260,110 | 20 May 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.84%
|
384,486
|
$10,250,397 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.8%
|
369,070
|
$9,839,406 | — | 31 Mar 2025 | |
| Trust Co of the South |
13F
|
Company |
0.72%
|
330,600
|
$8,813,796 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.68%
|
311,741
|
$8,311,015 | — | 31 Mar 2025 | |
| Glen F. Hoffsis |
3/4/5
|
Director |
—
mixed-class rows
|
266,819
mixed-class rows
|
$8,300,462 | — | 01 May 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.67%
|
306,544
|
$8,172,463 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.66%
|
304,420
|
$8,115,838 | — | 31 Mar 2025 | |
| Miltom Emmett Petty |
3/4/5
|
Director |
—
mixed-class rows
|
256,405
mixed-class rows
|
$8,021,448 | — | 20 May 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.65%
|
298,773
|
$7,965,288 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.64%
|
295,250
|
$7,871,365 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.61%
|
282,704
|
$7,536,889 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.61%
|
280,875
|
$7,488,128 | — | 31 Mar 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.58%
|
265,965
|
$7,090,627 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.57%
|
264,122
|
$7,041,493 | — | 31 Mar 2025 | |
| Motley Fool Wealth Management, LLC |
13F
|
Company |
0.57%
|
263,859
|
$7,034,478 | — | 31 Mar 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.5%
|
231,441
|
$6,170,217 | — | 31 Mar 2025 | |
| Steve Smits |
3/4/5
|
Chief Credit Officer |
—
mixed-class rows
|
159,634
mixed-class rows
|
$5,978,788 | — | 23 Feb 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.44%
|
201,816
|
$5,380,415 | — | 31 Mar 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.41%
|
190,682
|
$5,083,582 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.41%
|
188,366
|
$5,021,838 | — | 31 Mar 2025 | |
| CenterBook Partners LP |
13F
|
Company |
0.38%
|
173,565
|
$4,627,243 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.37%
|
169,650
|
$4,522,871 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.37%
|
168,926
|
$4,503,588 | — | 31 Mar 2025 | |
| Diane Beth Glossman |
3/4/5
|
Director |
—
mixed-class rows
|
143,639
mixed-class rows
|
$4,501,590 | — | 01 May 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.36%
|
165,208
|
$4,404,469 | — | 31 Mar 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
157,598
|
$4,201,563 | — | 31 Mar 2025 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
0.34%
|
155,471
|
$4,144,857 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.32%
|
145,117
|
$3,868,828 | — | 31 Mar 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.3%
|
137,963
|
$3,678,094 | — | 31 Mar 2025 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.29%
|
132,020
|
$3,519,653 | — | 31 Mar 2025 | |
| Micah S. Davis |
3/4/5
|
Chief Marketing & Comm Officer |
—
mixed-class rows
|
105,975
mixed-class rows
|
$3,324,132 | — | 24 Feb 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.27%
|
123,840
|
$3,301,574 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.26%
|
121,307
|
$3,234,046 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.25%
|
114,441
|
$3,050,997 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.25%
|
113,690
|
$3,030,976 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.22%
|
99,651
|
$2,656,696 | — | 31 Mar 2025 |
Institutional Holders of Live Oak Bancshares, Inc. - Common Stock (LOB) as of Q2 2025
As of 30 Jun 2025,
Live Oak Bancshares, Inc. - Common Stock (LOB) was held by
207 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,818,578 shares.
The largest 10 holders included
T. Rowe Price Investment Management, Inc., BlackRock, Inc., VANGUARD GROUP INC, BARROW HANLEY MEWHINNEY & STRAUSS LLC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, DIAMOND HILL CAPITAL MANAGEMENT INC, SOUTHERNSUN ASSET MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, and MILLENNIUM MANAGEMENT LLC.
This page lists
208
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
219
Q2 2025 holders
207
Holder diff
-12
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.