Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 45,970,014
- Total 13F shares
- 32,618,756
- Share change
- +2,094,192
- Total reported value
- $1,121,127,948
- Put/Call ratio
- 92%
- Price per share
- $34.35
- Number of holders
- 228
- Value change
- +$71,743,246
- Number of buys
- 103
- Number of sells
- 101
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%
|
6,520,922
|
$229,667,000 | — | 30 Sep 2025 | |
| James S. Mahan III |
13D/G
|
MAHAN JAMES S III |
14%
|
6,619,682
|
$227,386,077 | $0 | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7%
|
3,219,488
|
$113,390,374 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.8%
|
2,685,446
|
$94,581,409 | — | 30 Sep 2025 | |
| Neil Lawrence Underwood |
3/4/5
|
President, Director |
—
class O/S missing
|
1,538,132
|
$68,354,586 | — | 15 Dec 2021 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
3.9%
|
1,776,292
|
$62,561,004 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.4%
|
1,545,210
|
$54,424,121 | — | 30 Sep 2025 | |
| William L. Williams III |
3/4/5
|
Director |
—
class O/S missing
|
1,343,286
|
$53,560,032 | — | 02 May 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
1,245,137
|
$43,853,725 | — | 30 Sep 2025 | |
| Huntley Garriott |
3/4/5
|
President, Live Oak Bank |
—
mixed-class rows
|
842,033
mixed-class rows
|
$34,142,027 | — | 23 Feb 2023 | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
894,310
|
$31,497,598 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
826,215
|
$29,103,302 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.1%
|
519,957
|
$18,312,924 | — | 30 Sep 2025 | |
| William Henderson Cameron |
3/4/5
|
Director |
—
mixed-class rows
|
433,455
mixed-class rows
|
$13,523,026 | +$260,110 | 20 May 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.81%
|
370,869
|
$13,062,006 | — | 30 Sep 2025 | |
| Trust Co of the South |
13F
|
Company |
0.72%
|
330,000
|
$11,622,600 | — | 30 Sep 2025 | |
| Motley Fool Wealth Management, LLC |
13F
|
Company |
0.71%
|
327,489
|
$11,534,171 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.66%
|
304,641
|
$10,729,457 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.66%
|
301,823
|
$10,630,207 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.64%
|
294,678
|
$10,378,559 | — | 30 Sep 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.63%
|
290,567
|
$10,233,770 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.63%
|
289,072
|
$10,181,116 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.62%
|
286,077
|
$10,075,643 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.62%
|
282,933
|
$9,964,900 | — | 30 Sep 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.6%
|
276,667
|
$9,744,212 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.6%
|
275,455
|
$9,701,525 | — | 30 Sep 2025 | |
| Glen F. Hoffsis |
3/4/5
|
Director |
—
mixed-class rows
|
266,819
mixed-class rows
|
$8,300,462 | — | 01 May 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.5%
|
230,466
|
$8,117,000 | — | 30 Sep 2025 | |
| Miltom Emmett Petty |
3/4/5
|
Director |
—
mixed-class rows
|
256,405
mixed-class rows
|
$8,021,448 | — | 20 May 2025 | |
| DIAMOND HILL CAPITAL MANAGEMENT INC |
13F
|
Company |
0.48%
|
222,024
|
$7,819,685 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.45%
|
205,933
|
$7,252,955 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.43%
|
198,553
|
$6,993,036 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.4%
|
185,944
|
$6,548,943 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.38%
|
176,373
|
$6,211,861 | — | 30 Sep 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.38%
|
175,667
|
$6,186,992 | — | 30 Sep 2025 | |
| WHITTIER TRUST CO |
13F
|
Company |
0.39%
|
178,175
|
$6,184,454 | — | 30 Sep 2025 | |
| Steve Smits |
3/4/5
|
Chief Credit Officer |
—
mixed-class rows
|
159,634
mixed-class rows
|
$5,978,788 | — | 23 Feb 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.36%
|
165,283
|
$5,821,267 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
161,186
|
$5,676,972 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.35%
|
161,131
|
$5,675,034 | — | 30 Sep 2025 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
0.34%
|
157,321
|
$5,540,846 | — | 30 Sep 2025 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.34%
|
157,055
|
$5,531,477 | — | 30 Sep 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.34%
|
155,362
|
$5,471,837 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.34%
|
155,173
|
$5,465,193 | — | 30 Sep 2025 | |
| CenterBook Partners LP |
13F
|
Company |
0.32%
|
148,328
|
$5,224,112 | — | 30 Sep 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
141,402
|
$4,980,178 | — | 30 Sep 2025 | |
| Diane Beth Glossman |
3/4/5
|
Director |
—
mixed-class rows
|
143,639
mixed-class rows
|
$4,501,590 | — | 01 May 2025 | |
| UBS Group AG |
13F
|
Company |
0.27%
|
124,185
|
$4,373,796 | — | 30 Sep 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.27%
|
124,036
|
$4,368,547 | — | 30 Sep 2025 | |
| Walleye Capital LLC |
13F
|
Company |
0.25%
|
116,498
|
$4,103,060 | — | 30 Sep 2025 |
Institutional Holders of Live Oak Bancshares, Inc. - Common Stock (LOB) as of Q4 2025
As of 31 Dec 2025,
Live Oak Bancshares, Inc. - Common Stock (LOB) was held by
228 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
32,618,756 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, NewEdge Wealth, LLC, SOUTHERNSUN ASSET MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC.
This page lists
228
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
222
Q4 2025 holders
228
Holder diff
6
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.