Security key
53803X105
Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 32,618,901
- Total 13F value
- $1,121,132,929
- Share change
- +2,094,261
- Put/Call ratio
- 92%
- SEC-reported price per share
- $34.35
- Number of holders
- 228
- Value change
- +$71,745,616
- Number of buys
- 103
- Number of sells
- 101
- Shares outstanding
- 45,970,014
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2025
Institutions
228
Top holders
10
LOB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
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
James S. Mahan III
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G
13F
Lead comparable stake: 14%
13D/G row: James S. Mahan III
Showing 1-6 of 15 holder rows.
Quick read
James S. Mahan III 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 James S. Mahan III's linked filing trail.
Comparable ownership
Top 5
James S. Mahan III
14%
T. Rowe Price Investment Manageme...
14%
BlackRock, Inc.
7%
VANGUARD GROUP INC
5.8%
BARROW HANLEY MEWHINNEY & STRAUSS...
3.9%
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 |
|---|---|---|---|---|---|
| James S. Mahan III |
13D/G
MAHAN JAMES S III
|
14%
|
$227,386,077
6,619,682 shares
|
$0 | 31 Dec 2025 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
14%
|
$229,667,000
6,520,922 shares
|
— | 30 Sep 2025 |
| BlackRock, Inc. |
13F
Company
|
7%
|
$113,390,374
3,219,488 shares
|
— | 30 Sep 2025 |
| VANGUARD GROUP INC |
13F
Company
|
5.8%
|
$94,581,409
2,685,446 shares
|
— | 30 Sep 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
Company
|
3.9%
|
$62,561,004
1,776,292 shares
|
— | 30 Sep 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.4%
|
$54,424,121
1,545,210 shares
|
— | 30 Sep 2025 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
228
Shares
32,618,901
Rows available
228
| 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 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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend