Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Class A Ordinary Shares, $0.0001 par value
Symbol
LOKV on Nasdaq
Shares outstanding
28,750,000
Price per share
$10.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,831,288
Total reported value
$235,146,087
% of total 13F portfolios
0%
Share change
+1,212,387
Value change
+$12,815,223
Number of holders
47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Live Oak Sponsor V, LLC 20% $59,225,000 5,750,000 Live Oak Sponsor V, LLC 31 Dec 2025
BARCLAYS PLC 7.1% +34% $16,701,031 +$3,951,140 1,640,460 +31% Barclays PLC 30 Sep 2025
AQR CAPITAL MANAGEMENT LLC 4.4% -20% $10,921,297 -$2,988,703 1,020,682 -21% AQR Capital Management, LLC 30 Jun 2025

As of 31 Dec 2025, 47 institutional investors reported holding 22,831,288 shares of Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV). This represents 79% of the company’s total 28,750,000 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
TENOR CAPITAL MANAGEMENT Co., L.P. 6.1% 1,750,000 0% 0.25% $18,025,000
Magnetar Financial LLC 6.1% 1,750,000 0% 0.18% $18,025,000
ARISTEIA CAPITAL, L.L.C. 5% 1,425,000 0% 0.42% $14,677,500
Sculptor Capital LP 4.3% 1,247,005 +13% 0.16% $12,844,152
Linden Advisors LP 3.8% 1,100,000 0% 0.07% $11,330,000
First Trust Capital Management L.P. 3.8% 1,100,000 0.69% $11,330,000
AQR Arbitrage LLC 3.6% 1,020,682 0% 0.22% $10,513,025
D. E. Shaw & Co., Inc. 3.1% 905,275 0% 0.01% $9,324,333
RiverPark Advisors, LLC 2.8% 793,121 2.3% $8,169,146
Crossingbridge Advisors, LLC 2.8% 793,121 2.4% $8,155,267
Alberta Investment Management Corp 2.6% 750,000 0% 0.05% $7,725,000
TWO SIGMA INVESTMENTS, LP 2.5% 725,000 0% 0.01% $7,467,500
LMR Partners LLP 2.4% 700,000 0% 0.07% $7,210,000
WOLVERINE ASSET MANAGEMENT LLC 2.3% 666,366 +890% 0.1% $6,863,570
Glazer Capital, LLC 2.1% 605,523 +86% 0.16% $6,237,000
Radcliffe Capital Management, L.P. 2.1% 590,384 +2.7% 0.33% $6,080,955
Westchester Capital Management, LLC 1.9% 550,046 0% 0.27% $5,665,474
PICTON MAHONEY ASSET MANAGEMENT 1.7% 500,000 0% 0.06% $5,150,000
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.7% 497,500 -0.47% 0.24% $5,124,250
TORONTO DOMINION BANK 1.7% 494,928 +262% 0.01% $5,097,758
Shaolin Capital Management LLC 1.4% 397,000 +32% 0.15% $4,089,100
HBK INVESTMENTS L P 1.4% 396,951 -0.76% 0.04% $4,088,595
BERKLEY W R CORP 1.3% 377,192 +204% 0.22% $3,885,078
MILLENNIUM MANAGEMENT LLC 1.3% 360,558 -1.3% 0% $3,713,747
MOORE CAPITAL MANAGEMENT, LP 1.2% 350,000 0% 0.07% $3,605,000

Institutional Holders of Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,831,288 $235,146,087 +$12,815,223 $10.30 47
2025 Q3 21,543,901 $219,559,580 +$18,999,345 $10.20 48
2025 Q2 19,548,785 $208,861,930 +$208,144,430 $10.70 47