Security key
53803X105
Live Oak Bancshares, Inc. - Common Stock (LOB)
CUSIP: 53803X105
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,353,635
- Total 13F value
- $157,492,956
- Share change
- +52,979
- SEC-reported price per share
- $36.19
- Number of holders
- 72
- Value change
- +$1,796,100
- Number of buys
- 39
- Number of sells
- 19
- Shares outstanding
- 45,970,014
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
72
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
T. Rowe Price Investment ...
Comparable rows
1/15
Latest evidence
09 Sep 2026
3/4/5
13D/G
13F
Lead comparable stake: 14%
14 rows are not safely comparable across share classes.
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%.
1 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 1
James S. Mahan III
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 |
3/4/5
13D/G
Chief Executive Officer, Director, 10%+ Owner · MAHAN JAMES S III
|
14%
Reported 13D/G
· 31 Dec 2025
|
$246,434,778
6,174,875 shares
|
-$15,068,513 | 09 Sep 2026 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
—
denominator unverified
|
$264,295,000
6,471,452 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$143,587,571
3,515,856 shares
|
— | 30 Jun 2026 |
| William L. Williams III |
3/4/5
Director
|
—
mixed-class rows
|
$106,222,841
2,652,972 shares
mixed-class rows
|
-$1,384,446 | 03 Sep 2026 |
| Neil Lawrence Underwood |
3/4/5
President, Director
|
—
denominator unverified
|
$68,354,586
1,538,132 shares
|
— | 15 Dec 2021 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$67,579,173
1,654,730 shares
|
— | 30 Jun 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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
72
Shares
4,353,635
Rows available
72
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
238
Q3 2026 holders
72
Holder diff
-166
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend