Live Oak BancsharesLOB
13F holders, Q2 2026 (June 30)239holders +11
31new positions
19sold out
5famous investors
$40.84avg. 13F price*
At the end of Q2 2026, 239 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, up 11 from Q1 2026. 31 opened new positions and 19 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($264.3M), BlackRock, Inc. ($143.6M) and Vanguard Capital Management LLC ($67.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Live Oak Bancshares Inc.
- CUSIP
- 53803X105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $20.0M |
| Exits | 19 | $11.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,520,697 shares bought and 2,025,337 shares sold, net +495,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 239 holders
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -0.3% | 6,471,452 | $264.3M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 3,515,856 | $143.6M |
| Vanguard Capital Management LLC | 0.00% | Add +8.0% | 1,654,730 | $67.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.4% | 1,615,529 | $66.0M |
| State Street Corp. | 0.00% | Reduce -4.8% | 1,367,619 | $55.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.17% | Reduce -16.1% | 1,360,091 | $55.5M |
| Gilder Gagnon Howe & Co. LLC | 0.47% | Reduce -5.8% | 1,123,910 | $45.9M |
| Vanguard Portfolio Management LLC | 0.00% | Add +9.8% | 996,870 | $40.7M |
| Southernsun Asset Management, LLC | 5.14% | Reduce -9.6% | 934,751 | $38.2M |
| Geode Capital Management, LLC | 0.00% | Add +6.9% | 912,543 | $37.3M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -7.7% | 671,994 | $27.4M |
| American Century Companies Inc. | 0.01% | Add +267.2% | 667,556 | $27.3M |
| Royce & Associates LP | 0.21% | Add +12.6% | 646,091 | $26.4M |
| Algert Global LLC | 0.28% | Add +61.6% | 586,166 | $23.9M |
| William Blair Investment Management, LLC | 0.07% | Reduce -21.3% | 569,233 | $23.2M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +76.2% | 554,642 | $22.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -3.2% | 420,262 | $17.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 320,783 | $13.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 299,270 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +9.4% | 287,390 | $11.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 283,133 | $11.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +8.2% | 270,239 | $11.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +6.4% | 249,249 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 237,127 | $9.7M |
| Bank of America Corp. | 0.00% | Add +31.7% | 230,020 | $9.4M |
| Whittier Trust Co. | 0.09% | Reduce -0.7% | 224,384 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -17.1% | 217,937 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.2% | 203,445 | $8.3M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 188,571 | $7.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Add +5.7% | 179,294 | $7.3M |
| Trust Co of the South | 0.96% | No change | 167,500 | $6.8M |
| UBS Group AG | 0.00% | Add +13.4% | 161,904 | $6.6M |
| Bridgeway Capital Management, LLC | 0.11% | No change | 154,378 | $6.3M |
| Rice Hall James & Associates, LLC | 0.28% | Reduce -3.7% | 140,163 | $5.7M |
| AQR Capital Management | 0.00% | Add +38.1% | 138,955 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.6% | 138,919 | $5.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.8% | 137,581 | $5.6M |
| Trexquant Investment LP | 0.03% | Add +90.0% | 127,605 | $5.2M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -0.1% | 117,000 | $4.8M |
| Apollon Wealth Management, LLC | 0.06% | New | 117,466 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +10.0% | 110,334 | $4.5M |
| Citadel Advisors | 0.00% | Add +4.4% | 100,071 | $4.1M |
| E. Ohman J:or Asset Management AB | 0.09% | No change | 98,745 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +5.4% | 95,789 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +6.9% | 95,469 | $3.9M |
| Lighthouse Investment Partners, LLC | 0.11% | Add +83.4% | 89,556 | $3.7M |
| Empowered Funds, LLC | 0.02% | Add +0.0% | 89,193 | $3.6M |
| FMR LLC | 0.00% | Add +187.2% | 85,379 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.7% | 85,275 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 84,408 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 81,054 | $3.3M |
| Nuveen, LLC | 0.00% | Add +6.0% | 78,008 | $3.2M |
| TD Asset Management Inc | 0.00% | No change | 73,366 | $3.0M |
| Man Group plc | 0.01% | New | 71,864 | $2.9M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 71,800 | $2.9M |
| Qube Research & Technologies Ltd | 0.00% | New | 66,187 | $2.7M |
| Dark Forest Capital Management LP | 0.17% | Add +30.2% | 65,920 | $2.7M |
| Riggs Asset Managment Co. Inc. | 0.48% | Reduce -9.2% | 65,180 | $2.7M |
| Bragg Financial Advisors, Inc | 0.06% | No change | 59,402 | $2.4M |
| Chatham Capital Group, Inc. | 0.31% | Add +12.1% | 58,903 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -10.0% | 58,742 | $2.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -57.8% | 56,079 | $2.3M |
| WCM Investment Management, LLC | 0.00% | Reduce -63.9% | 55,369 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +32.8% | 54,424 | $2.2M |
| CenterBook Partners LP | 0.11% | Reduce -59.3% | 53,530 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -51.5% | 53,182 | $2.2M |
| Motley Fool Asset Management LLC | 0.08% | Reduce -9.6% | 50,541 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 50,531 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +5.4% | 49,849 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Add +24.4% | 49,141 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.3% | 49,094 | $2.0M |
| Citigroup Inc. | 0.00% | Add +1.5% | 46,392 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +21.4% | 45,618 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +51.2% | 44,880 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 44,516 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +0.2% | 43,665 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.8% | 41,844 | $1.8M |
| HRT Financial LP | 0.00% | Add +60.9% | 42,533 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +25.4% | 41,528 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +24.0% | 40,858 | $1.7M |
| Walleye Capital LLC | 0.01% | New | 39,973 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +69.4% | 39,622 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +38.0% | 39,371 | $1.6M |
| Point72 Asset Management | 0.00% | New | 38,616 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +24.7% | 46,590 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 36,958 | $1.5M |
| Creative Planning | 0.00% | Add +6.7% | 36,324 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +29.1% | 36,337 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Add +5.6% | 34,362 | $1.5M |
| Homestead Advisers Corp | 0.03% | No change | 34,100 | $1.4M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -16.5% | 31,910 | $1.3M |
| PDT Partners, LLC | 0.07% | Reduce -21.9% | 31,021 | $1.3M |
| Sei Investments Co. | 0.00% | Reduce -25.4% | 30,657 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 29,965 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 29,606 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 29,394 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +25.8% | 29,271 | $1.2M |
| Gsa Capital Partners LLP | 0.07% | Reduce -30.1% | 28,680 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +50.8% | 27,935 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +2.9% | 27,486 | $1.1M |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.