Security Snapshot

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

CUSIP: G5509P102

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

47

Shares (Excl. Options)

23,310,931

Price

$10.40

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Type / Class
Equity / Class A Ordinary Shares, $0.0001 par value
Symbol
LOKV on Nasdaq
Shares outstanding
28,750,000
Price per share
$10.45
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
23,310,931
Total reported value
$242,431,558
% of total 13F portfolios
0%
Share change
+468,077
Value change
+$4,889,538
Number of holders
47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • LOKV - Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value is tracked under CUSIP G5509P102.
  • 47 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 46 to 47 between Q4 2025 and Q1 2026.
  • Reported value moved from $234,373,587 to $242,431,558.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 47 institutions filings for Q1 2026.

Open SEC Evidence

Security key

G5509P102

Latest holder period

Q1 2026

13F holders

47

13D/G owners

3

CIK / CUSIP context first

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 Mar 2026, 47 institutional investors reported holding 23,310,931 shares of Live Oak Acquisition Corp. V - Class A Ordinary Shares, $0.0001 par value (LOKV). This represents 81% 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 71% 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% 0.29% $18,200,000
Magnetar Financial LLC 6.1% 1,750,000 0% 0.19% $18,200,000
ARISTEIA CAPITAL, L.L.C. 5% 1,425,000 0% 0.34% $14,820,000
Sculptor Capital LP 4.3% 1,247,005 0% 0.15% $12,968,852
Crossingbridge Advisors, LLC 4% 1,144,004 +44% 2.2% $11,897,642
First Trust Capital Management L.P. 3.8% 1,100,000 0% 0.6% $11,440,000
Linden Advisors LP 3.8% 1,100,000 0% 0.06% $11,440,000
RiverPark Advisors, LLC 3.6% 1,044,004 +32% 3.9% $10,857,642
AQR Arbitrage LLC 3.3% 955,406 -6.4% 0.16% $9,936,222
D. E. Shaw & Co., Inc. 3.1% 905,275 0% 0.01% $9,414,860
GLAZER CAPITAL, LLC 3% 849,775 +40% 0.19% $8,838,000
Alberta Investment Management Corp 2.6% 750,000 0% 0.05% $7,800,000
LMR Partners LLP 2.4% 700,000 0% 0.07% $7,280,000
WOLVERINE ASSET MANAGEMENT LLC 2.3% 663,734 -0.39% 0.11% $6,902,834
BERKLEY W R CORP 2.3% 647,661 +72% 0.36% $6,735,674
Radcliffe Capital Management, L.P. 2.1% 590,384 0% 0.47% $6,139,994
Westchester Capital Management, LLC 1.9% 550,046 0% 0.28% $5,720,478
TWO SIGMA INVESTMENTS, LP 1.9% 533,400 -26% 0% $5,547,360
PICTON MAHONEY ASSET MANAGEMENT 1.7% 500,000 0% 0.05% $5,200,000
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.6% 452,500 -9% 0.24% $4,706,000
Shaolin Capital Management LLC 1.4% 397,000 0% 0.34% $4,128,800
MILLENNIUM MANAGEMENT LLC 1.3% 360,558 0% 0% $3,749,803
HBK INVESTMENTS L P 1.2% 350,000 -12% 0.05% $3,640,000
MOORE CAPITAL MANAGEMENT, LP 1.2% 350,000 0% 0.13% $3,640,000
Hudson Bay Capital Management LP 1.1% 325,000 0% 0.02% $3,380,000

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
2026 Q1 23,310,931 $242,431,558 +$4,889,538 $10.40 47
2025 Q4 22,756,288 $234,373,587 +$12,815,223 $10.30 46
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
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