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 |
| Barclays PLC | 0.00% | Reduce -62.4% | 26,873 | $889K |
| Pinnacle Associates Ltd. | 0.01% | Add +27.8% | 26,703 | $883K |
| HRT Financial LP | 0.00% | Add +106.9% | 26,443 | $874K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 23,269 | $844K |
| Graham Capital Management, L.P. | 0.04% | Add +7.2% | 25,345 | $838K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -5.1% | 25,226 | $834K |
| Blair William & Co. | 0.00% | Reduce -18.5% | 24,523 | $811K |
| PMC FIG Opportunities LLC | 1.25% | Add +85.6% | 24,307 | $804K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.5% | 23,393 | $774K |
| one8zero8, LLC | 0.15% | Reduce -72.4% | 20,985 | $694K |
| Quantbot Technologies LP | 0.03% | Reduce -45.9% | 20,487 | $678K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.8% | 19,232 | $636K |
| Lanark Financial, Inc. | 0.05% | Add +99.9% | 18,823 | $622K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -36.6% | 18,529 | $613K |
| Franklin Resources Inc. | 0.00% | New | 18,110 | $599K |
| Mariner, LLC | 0.00% | Add +5.4% | 17,692 | $585K |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 16,887 | $558K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 16,601 | $549K |
| Benjamin Edwards Inc. | 0.01% | Reduce -37.6% | 16,358 | $541K |
| Inspire Investing, LLC | 0.03% | Add +13.8% | 15,432 | $510K |
| Equitable Trust Co. | 0.02% | New | 14,722 | $487K |
| Parsons Capital Management Inc. | 0.02% | No change | 14,550 | $481K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -16.1% | 14,493 | $479K |
| Vanguard Global Advisers, LLC | 0.00% | — | 14,086 | $466K |
| Janus Henderson Group PLC | 0.00% | No change | 14,061 | $466K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 13,028 | $431K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12,876 | $426K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.3% | 12,520 | $418K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $403K |
| Park Avenue Securities LLC | 0.00% | Add +0.8% | 12,100 | $400K |
| Engineers Gate Manager LP | 0.01% | Reduce -62.6% | 12,035 | $398K |
| Sanctuary Advisors, LLC | 0.00% | Add +19.2% | 10,728 | $355K |
| Howe & Rusling Inc. | 0.02% | Reduce -10.6% | 10,541 | $349K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,260 | $339K |
| Arizona State Retirement System | 0.00% | Reduce -1.3% | 10,038 | $332K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.1% | 9,899 | $327K |
| Ieq Capital, LLC | 0.00% | Add +14.7% | 9,804 | $324K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 9,763 | $323K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $318K |
| Persistent Asset Partners Ltd | 0.12% | Add +105.2% | 9,595 | $317K |
| Advisors Capital Management, LLC | 0.00% | Reduce -21.0% | 9,250 | $306K |
| Smith Salley Wealth Management | 0.01% | No change | 8,954 | $296K |
| Simplicity Wealth,LLC | 0.02% | New | 8,864 | $293K |
| Personal Cfo Solutions, LLC | 0.04% | Add +27.3% | 8,606 | $285K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.0% | 8,568 | $283K |
| Intech Investment Management LLC | 0.00% | Reduce -40.6% | 8,422 | $279K |
| Vident Advisory, LLC | 0.00% | New | 8,225 | $272K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -13.2% | 8,200 | $271K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,200 | $271K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 8,196 | $271K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.2% | 7,973 | $264K |
| State of Alaska, Department of Revenue | 0.00% | No change | 7,786 | $257K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,746 | $256K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -11.0% | 7,725 | $255K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 7,481 | $247K |
| Advisory Services Network, LLC | 0.00% | Add +0.6% | 7,229 | $239K |
| Patriot Investment Management Group, Inc. | 0.01% | Reduce -25.5% | 6,689 | $221K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 6,420 | $212K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 6,287 | $208K |
| Cwm, LLC | 0.00% | Add +20.5% | 5,935 | $196K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $172K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,848 | $161K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +205.9% | 4,649 | $154K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,335 | $110K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,955 | $98K |
| Simplex Trading, LLC | 0.00% | New | 2,204 | $73K |
| Blue Trust, Inc. | 0.00% | Add +671.6% | 2,122 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +62.1% | 2,123 | $68K |
| Rockefeller Capital Management L.P. | 0.00% | Add +41.4% | 1,917 | $63K |
| Larson Financial Group LLC | 0.00% | Reduce -4.9% | 1,407 | $47K |
| Versant Capital Management, Inc | 0.00% | Add +1258.4% | 1,046 | $35K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.0% | 767 | $25K |
| GAMMA Investing LLC | 0.00% | Reduce -21.0% | 707 | $23K |
| US Bancorp \de | 0.00% | Add +10.2% | 678 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $18K |
| Aquatic Capital Management LLC | 0.00% | Reduce -91.8% | 532 | $18K |
| Fifth Third Bancorp | 0.00% | New | 528 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +34.6% | 459 | $15K |
| First Horizon Corp. | 0.00% | No change | 400 | $13K |
| Summit Securities Group LLC | 0.01% | New | 373 | $12K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -7.5% | 322 | $11K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 307 | $10K |
| Essential Partners LLC | 0.00% | Add +62.0% | 290 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +367.7% | 290 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +118.1% | 253 | $8K |
| SouthState Bank Corp | 0.00% | No change | 250 | $8K |
| CrossGen Wealth, LLC | 0.01% | Reduce -65.2% | 245 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +60.8% | 254 | $8K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.7% | 223 | $7K |
| Quarry LP | 0.00% | New | 210 | $7K |
| First Command Advisory Services, Inc. | 0.00% | No change | 205 | $7K |
| Huntington National Bank | 0.00% | No change | 200 | $7K |
| Arax Advisory Partners | 0.00% | Add +91.0% | 170 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.3% | 171 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.6% | 151 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +3575.0% | 147 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +251.3% | 137 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 128 | $4K |
| Mather Group, Llc. | 0.00% | New | 117 | $4K |
| Optiver Holding B.V. | 0.00% | Add +21.6% | 90 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -32.3% | 90 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +2075.0% | 87 | $3K |
| Rothschild Investment LLC | 0.00% | Add +13.5% | 84 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 65 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 65 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -36.4% | 63 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 58 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -5.8% | 49 | $2K |
| MAI Capital Management | 0.00% | Add +336.4% | 48 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 30 | $992 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $926 |
| Torren Management, LLC | 0.00% | No change | 19 | $633 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $529 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $463 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +30.0% | 13 | $430 |
| SWAN Capital LLC | 0.00% | Reduce -63.9% | 13 | $427 |
| Parallel Advisors, LLC | 0.00% | No change | 5 | $165 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3 | $100 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $67 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $66 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $34 |
| Kilter Group LLC | 0.00% | New | 1 | $34 |
| Freestone Grove Partners LP | 0.00% | New | 1 | $33 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $33 |
| Bessemer Group Inc. | 0.00% | New | 4 | $0 |
| Covestor Ltd | 0.00% | Reduce -73.7% | 5 | $0 |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.