Live Oak BancsharesLOB
13F holders, Q1 2026 (March 31)228holders −1
20new positions
23sold out
4famous investors
$33.08avg. 13F price*
At the end of Q1 2026, 228 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, down 1 from Q4 2025. 20 opened new positions and 23 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($214.6M), BlackRock, Inc. ($113.5M) and Barrow Hanley Mewhinney & Strauss LLC ($53.6M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $48.8M |
| Exits | 23 | $59.5M |
All 13F filers, Q4 2025 → Q1 2026: 3,456,502 shares bought and 3,317,346 shares sold, net +139,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +1.0% | 6,490,101 | $214.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 3,432,899 | $113.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.18% | Reduce -6.0% | 1,621,903 | $53.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.6% | 1,593,185 | $52.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,532,771 | $50.7M |
| State Street Corp. | 0.00% | Add +9.8% | 1,437,315 | $47.5M |
| Gilder Gagnon Howe & Co. LLC | 0.47% | New | 1,193,114 | $39.5M |
| Southernsun Asset Management, LLC | 4.95% | Add +0.4% | 1,033,539 | $34.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 908,146 | $30.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.5% | 853,958 | $28.2M |
| Loomis Sayles & Co. L P | 0.03% | Add +30.4% | 728,129 | $24.1M |
| William Blair Investment Management, LLC | 0.08% | Add +11.5% | 722,897 | $23.9M |
| Royce & Associates LP | 0.19% | Add +132.0% | 573,850 | $19.0M |
| Two Sigma Investments, LP | 0.01% | Add +51.7% | 434,168 | $14.4M |
| Algert Global LLC | 0.18% | Add +32.6% | 362,679 | $12.0M |
| Northern Trust Corp. | 0.00% | Add +13.8% | 324,387 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.8% | 319,000 | $10.5M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +40.8% | 314,828 | $10.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.5% | 290,634 | $9.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 285,133 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -22.3% | 263,003 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +19.3% | 262,788 | $8.7M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -32.7% | 249,719 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 239,324 | $7.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 234,168 | $7.7M |
| Whittier Trust Co. | 0.09% | Add +13.6% | 225,955 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -18.8% | 221,725 | $7.3M |
| Motley Fool Wealth Management, LLC | 0.78% | Reduce -25.9% | 209,559 | $6.9M |
| American Century Companies Inc. | 0.00% | Add +96.2% | 181,787 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 174,613 | $5.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Reduce -16.9% | 169,580 | $5.6M |
| Trust Co of the South | 0.89% | No change | 167,500 | $5.5M |
| Bridgeway Capital Management, LLC | 0.10% | Reduce -12.5% | 154,378 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Add +8.7% | 151,952 | $5.0M |
| WCM Investment Management, LLC | 0.01% | New | 153,534 | $5.0M |
| Rice Hall James & Associates, LLC | 0.27% | Reduce -1.0% | 145,557 | $4.8M |
| UBS Group AG | 0.00% | Reduce -11.1% | 142,825 | $4.7M |
| Millennium Management | 0.00% | Reduce -47.5% | 135,590 | $4.5M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -50.2% | 132,818 | $4.4M |
| CenterBook Partners LP | 0.23% | Reduce -3.5% | 131,529 | $4.3M |
| Brevan Howard Capital Management LP | 0.04% | Add +150.0% | 125,000 | $4.1M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +10.2% | 117,136 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.5% | 114,814 | $3.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -38.7% | 109,633 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +101.2% | 106,624 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -1.7% | 100,615 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.5% | 100,573 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 100,279 | $3.3M |
| E. Ohman J:or Asset Management AB | 0.09% | Add +9.3% | 98,745 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -54.4% | 95,860 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -43.7% | 90,913 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +4.2% | 89,284 | $3.0M |
| Empowered Funds, LLC | 0.02% | Add +3.5% | 89,188 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -7.8% | 85,735 | $2.8M |
| Pathfinder Wealth Consulting, Inc. | 1.68% | Reduce -5.8% | 78,483 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +53.3% | 75,125 | $2.5M |
| Nuveen, LLC | 0.00% | Reduce -31.6% | 73,577 | $2.4M |
| TD Asset Management Inc | 0.00% | No change | 73,366 | $2.4M |
| Swiss National Bank | 0.00% | No change | 72,200 | $2.4M |
| Riggs Asset Managment Co. Inc. | 0.49% | New | 71,794 | $2.4M |
| XTX Topco Ltd | 0.04% | Add +100.6% | 69,929 | $2.3M |
| Trexquant Investment LP | 0.02% | Add +125.6% | 67,173 | $2.2M |
| Boothbay Fund Management, LLC | 0.05% | Add +108.3% | 67,117 | $2.2M |
| Invesco Ltd. | 0.00% | Add +1.5% | 65,281 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +360.2% | 61,526 | $2.0M |
| Bragg Financial Advisors, Inc | 0.06% | No change | 59,402 | $2.0M |
| Motley Fool Asset Management LLC | 0.08% | Reduce -18.0% | 55,896 | $1.8M |
| Chatham Capital Group, Inc. | 0.25% | Reduce -8.3% | 52,550 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.8% | 51,175 | $1.7M |
| Dark Forest Capital Management LP | 0.15% | Reduce -21.6% | 50,639 | $1.7M |
| Lighthouse Investment Partners, LLC | 0.06% | Add +8.1% | 48,836 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +135.9% | 48,466 | $1.6M |
| Numerai GP LLC | 0.16% | Reduce -28.8% | 48,305 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 47,306 | $1.6M |
| Citigroup Inc. | 0.00% | Add +40.5% | 45,723 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -19.7% | 43,588 | $1.4M |
| Sei Investments Co. | 0.00% | Add +4.5% | 41,124 | $1.4M |
| Gsa Capital Partners LLP | 0.08% | Add +97.1% | 41,054 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +98.1% | 40,975 | $1.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +2.2% | 40,962 | $1.4M |
| PDT Partners, LLC | 0.08% | Reduce -4.6% | 39,721 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +2.6% | 39,515 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 37,370 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | No change | 38,205 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +113.9% | 37,567 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Add +8.7% | 32,542 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -22.3% | 34,791 | $1.2M |
| Homestead Advisers Corp | 0.03% | No change | 34,100 | $1.1M |
| Creative Planning | 0.00% | Reduce -6.9% | 34,038 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 33,855 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.3% | 33,125 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 32,961 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 30,640 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 29,767 | $984K |
| FMR LLC | 0.00% | Reduce -45.7% | 29,729 | $983K |
| Quantinno Capital Management LP | 0.00% | Add +53.2% | 29,691 | $982K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,394 | $972K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.1% | 29,279 | $968K |
| MML Investors Services, LLC | 0.00% | Reduce -32.2% | 28,526 | $943K |
| Legal & General Group Plc | 0.00% | Reduce -15.7% | 28,137 | $929K |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.