Security key
53803X105
Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,159,748
- Total 13F value
- $47,692,416
- Share change
- +74,995
- SEC-reported price per share
- $40.84
- Number of holders
- 57
- Value change
- +$3,844,220
- Number of buys
- 26
- Number of sells
- 13
- Shares outstanding
- 45,970,014
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
57
Top holders
10
LOB full security history
Ownership snapshot
Full 13F holder table
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
James S. Mahan III
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
3/4/5
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%
Courtney Spencer
0.07%
John W. Sutherland
0.04%
Michael Cairns
0.02%
T. Rowe Price Investment Manageme...
14%
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
3/4/5
MAHAN JAMES S III · Chief Executive Officer, Director, 10%+ Owner
|
14%
|
$227,386,077
6,619,682 shares
|
$0 | 31 Dec 2025 |
| Courtney Spencer |
3/4/5
Chief Experience Officer
|
0.07%
|
$1,175,310
30,690 shares
|
-$378,349 | 23 Feb 2026 |
| John W. Sutherland |
3/4/5
Chief Accounting Officer
|
0.04%
|
$636,622
16,622 shares
|
— | 23 Feb 2026 |
| Michael Cairns |
3/4/5
Chief Credit Officer
|
0.02%
|
$390,047
10,184 shares
|
— | 23 Feb 2026 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
14%
|
$214,628,000
6,490,101 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
7.5%
|
$113,525,981
3,432,899 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
57
Shares
1,159,748
Rows available
57
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
225
Q2 2026 holders
57
Holder diff
-168
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend