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 |
| XTX Topco Ltd | 0.01% | Reduce -61.7% | 26,795 | $1.1M |
| Graham Capital Management, L.P. | 0.04% | Add +1.0% | 25,598 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.9% | 24,995 | $1.0M |
| Blair William & Co. | 0.00% | Add +0.2% | 24,576 | $1.0M |
| Millennium Management | 0.00% | Reduce -83.1% | 22,911 | $936K |
| Squarepoint Ops LLC | 0.00% | Reduce -34.8% | 22,685 | $926K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.1% | 22,078 | $902K |
| MetLife Investment Management, LLC | 0.00% | Add +10.7% | 21,280 | $869K |
| one8zero8, LLC | 0.17% | No change | 20,985 | $857K |
| Barclays PLC | 0.00% | Reduce -21.9% | 20,979 | $857K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -51.1% | 20,048 | $819K |
| Lanark Financial, Inc. | 0.05% | Add +1.7% | 19,145 | $782K |
| Benjamin Edwards Inc. | 0.01% | Add +3.0% | 16,857 | $688K |
| Mariner, LLC | 0.00% | Reduce -5.0% | 16,811 | $687K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.3% | 16,808 | $686K |
| Inspire Investing, LLC | 0.03% | Add +7.3% | 16,561 | $676K |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 16,278 | $665K |
| Franklin Resources Inc. | 0.00% | Reduce -11.7% | 15,990 | $653K |
| Engineers Gate Manager LP | 0.01% | Add +26.4% | 15,215 | $621K |
| Parsons Capital Management Inc. | 0.03% | No change | 14,550 | $594K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.1% | 14,510 | $593K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.2% | 14,052 | $574K |
| Jupiter Topco LLC | 0.00% | — | 14,061 | $574K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 13,557 | $565K |
| Ieq Capital, LLC | 0.00% | Add +36.6% | 13,393 | $547K |
| Simplicity Wealth,LLC | 0.02% | Add +49.9% | 13,286 | $543K |
| Callan Family Office, LLC | 0.01% | New | 13,080 | $534K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 13,028 | $532K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12,876 | $526K |
| Aquatic Capital Management LLC | 0.02% | Add +2265.4% | 12,584 | $514K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $498K |
| Park Avenue Securities LLC | 0.00% | Add +0.2% | 12,127 | $495K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +11.4% | 10,875 | $444K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 10,751 | $439K |
| Mirabella Financial Services LLP | 0.05% | New | 10,678 | $436K |
| Howe & Rusling Inc. | 0.03% | No change | 10,541 | $430K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,260 | $419K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,899 | $404K |
| Arizona State Retirement System | 0.00% | Reduce -1.5% | 9,888 | $404K |
| Aigen Investment Management, LP | 0.11% | New | 9,668 | $395K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $392K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.4% | 9,557 | $390K |
| Advisors Capital Management, LLC | 0.00% | No change | 9,250 | $378K |
| Vident Advisory, LLC | 0.00% | Add +11.3% | 9,156 | $374K |
| Smith Salley Wealth Management | 0.02% | No change | 8,954 | $366K |
| Ballentine Partners, LLC | 0.00% | No change | 8,568 | $350K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -2.8% | 8,368 | $342K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 8,200 | $335K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,200 | $335K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 8,130 | $332K |
| HSBC Holdings PLC | 0.00% | New | 7,941 | $326K |
| Quadrant Capital Group LLC | 0.01% | No change | 7,973 | $326K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,941 | $324K |
| Intech Investment Management LLC | 0.00% | Reduce -7.5% | 7,786 | $318K |
| State of Alaska, Department of Revenue | 0.00% | No change | 7,786 | $317K |
| Voya Investment Management LLC | 0.00% | Add +14.4% | 7,345 | $300K |
| Evergreen Capital Management LLC | 0.01% | New | 7,301 | $298K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.7% | 7,177 | $293K |
| Blue Trust, Inc. | 0.00% | Add +225.5% | 6,908 | $282K |
| Quantbot Technologies LP | 0.01% | Reduce -68.2% | 6,519 | $266K |
| Allegiance Financial Group Advisory Services LLC | 0.04% | New | 6,307 | $258K |
| Prudential Financial Inc. | 0.00% | New | 6,135 | $251K |
| Cerity Partners LLC | 0.00% | New | 5,928 | $242K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 5,500 | $225K |
| Tannin Capital LLC | 0.14% | New | 5,388 | $220K |
| Principal Securities, Inc. | 0.00% | New | 5,280 | $216K |
| Abel Hall, LLC | 0.04% | New | 5,263 | $215K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $213K |
| Atria Investments, Inc | 0.00% | New | 5,150 | $210K |
| Pictet Asset Management Holding SA | 0.00% | New | 5,020 | $205K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -35.5% | 4,983 | $204K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,848 | $197K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -32.4% | 4,251 | $174K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.1% | 3,313 | $135K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.0% | 3,135 | $128K |
| Concord Wealth Partners | 0.01% | New | 2,850 | $116K |
| Quantum Portfolio Management LLC | 0.03% | New | 2,304 | $94K |
| Jones Financial Companies LLLP | 0.00% | Add +3.9% | 2,206 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.4% | 1,794 | $73K |
| Larson Financial Group LLC | 0.00% | Add +5.1% | 1,479 | $60K |
| Arax Advisory Partners | 0.00% | Add +724.7% | 1,402 | $57K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.5% | 1,352 | $55K |
| Versant Capital Management, Inc | 0.00% | No change | 1,046 | $43K |
| Global Retirement Partners, LLC | 0.00% | — | 889 | $36K |
| GAMMA Investing LLC | 0.00% | Add +0.3% | 709 | $29K |
| US Bancorp \de | 0.00% | Reduce -5.3% | 642 | $26K |
| Fifth Third Bancorp | 0.00% | Add +10.4% | 583 | $24K |
| Nykredit A/S | 0.00% | — | 529 | $22K |
| Allworth Financial LP | 0.00% | Add +72.0% | 528 | $22K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.0% | 437 | $18K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -12.4% | 402 | $16K |
| First Horizon Corp. | 0.00% | No change | 400 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +51.0% | 382 | $16K |
| SouthState Bank Corp | 0.00% | No change | 250 | $10K |
| CrossGen Wealth, LLC | 0.01% | No change | 245 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 254 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +58.3% | 239 | $10K |
| Los Angeles Capital Management LLC | 0.00% | No change | 223 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -28.6% | 207 | $8K |
| Essential Partners LLC | 0.00% | Reduce -30.7% | 201 | $8K |
| Providence Capital Advisors, LLC | 0.00% | New | 200 | $8K |
| Huntington National Bank | 0.00% | No change | 200 | $8K |
| Optiver Holding B.V. | 0.00% | Add +97.8% | 178 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 171 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +11.7% | 153 | $6K |
| SBI Securities Co., Ltd. | 0.00% | No change | 128 | $5K |
| Rothschild Investment LLC | 0.00% | Add +42.9% | 120 | $5K |
| Mather Group, Llc. | 0.00% | No change | 117 | $5K |
| Signaturefd, LLC | 0.00% | No change | 90 | $4K |
| Quarry LP | 0.00% | Reduce -66.2% | 71 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 65 | $3K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -70.2% | 61 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 58 | $2K |
| IFP Advisors, Inc | 0.00% | Add +14.3% | 56 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -55.2% | 39 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 30 | $1K |
| Horizon Financial Services, LLC | 0.00% | New | 29 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $1K |
| Covestor Ltd | 0.00% | Add +240.0% | 17 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 21 | $859 |
| Torren Management, LLC | 0.00% | No change | 19 | $782 |
| West Paces Advisors Inc. | 0.00% | New | 19 | $776 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $572 |
| SWAN Capital LLC | 0.00% | No change | 13 | $527 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -15.4% | 11 | $449 |
| Parallel Advisors, LLC | 0.00% | No change | 5 | $204 |
| Stone House Investment Management, LLC | 0.00% | New | 5 | $204 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 3 | $123 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3 | $123 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $82 |
| JPL Wealth Management, LLC | 0.00% | New | 2 | $82 |
| Fiduciary Financial Advisors | 0.00% | New | 2 | $82 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $41 |
| Kilter Group LLC | 0.00% | No change | 1 | $41 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1 | $41 |
| Bessemer Group Inc. | 0.00% | No change | 4 | $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.