Live Oak Bancshares, Inc. - Voting Common Stock, no par value per share (LOB) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2015 to Q4 2025

Type / Class
Equity / Voting Common Stock, no par value per share
Symbol
LOB on NYSE
Shares outstanding
45,970,014
Price per share
$37.60
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
32,610,487
Total reported value
$1,120,843,224
% of total 13F portfolios
0%
Share change
+2,085,671
Value change
+$71,444,625
Number of holders
226
Price from insider filings
$37.60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Live Oak Bancshares, Inc. - Voting Common Stock, no par value per share (LOB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MAHAN JAMES S III 14% $227,386,077 6,619,682 MAHAN JAMES S III 31 Dec 2025

As of 31 Dec 2025, 226 institutional investors reported holding 32,610,487 shares of Live Oak Bancshares, Inc. - Voting Common Stock, no par value per share (LOB). This represents 71% of the company’s total 45,970,014 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Live Oak Bancshares, Inc. - Voting Common Stock, no par value per share (LOB) together control 56% 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
T. Rowe Price Investment Management, Inc. 14% 6,428,502 -1.4% 0.14% $220,820,000
BlackRock, Inc. 7.8% 3,575,987 +11% 0% $122,835,155
VANGUARD GROUP INC 5.9% 2,702,627 +0.64% 0% $92,835,238
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.8% 1,725,854 -2.8% 0.2% $59,283,085
DIMENSIONAL FUND ADVISORS LP 3.3% 1,538,435 -0.44% 0.01% $52,845,236
STATE STREET CORP 2.8% 1,308,462 +5.1% 0% $44,945,670
NewEdge Wealth, LLC 2.7% 1,259,422 0.49% $43,261,146
SOUTHERNSUN ASSET MANAGEMENT, LLC 2.2% 1,029,108 +15% 4.9% $35,349,860
GEODE CAPITAL MANAGEMENT, LLC 1.8% 817,436 -1.1% 0% $28,084,347
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.4% 648,561 0.06% $22,278,070
LOOMIS SAYLES & CO L P 1.2% 558,410 0.02% $19,181,383
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.81% 370,859 -0% 0.04% $12,739,007
D. E. Shaw & Co., Inc. 0.74% 338,487 +23% 0.01% $11,627,029
GOLDMAN SACHS GROUP INC 0.64% 293,241 +1.4% 0% $10,072,829
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.64% 291,959 -0.92% 0% $10,028,792
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.63% 288,115 -0.84% 0.01% $9,896,750
TWO SIGMA INVESTMENTS, LP 0.62% 286,160 +84% 0.01% $9,829,596
NORTHERN TRUST CORP 0.62% 285,092 -6.4% 0% $9,792,911
Motley Fool Wealth Management, LLC 0.61% 282,701 -14% 0.75% $9,710,775
ALGERT GLOBAL LLC 0.59% 273,509 +19% 0.15% $9,395,000
MORGAN STANLEY 0.59% 273,097 -4.5% 0% $9,380,909
JACOBS LEVY EQUITY MANAGEMENT, INC 0.58% 266,543 -3.7% 0.04% $9,155,752
MILLENNIUM MANAGEMENT LLC 0.56% 258,071 -8.8% 0.01% $8,864,739
ROYCE & ASSOCIATES LP 0.54% 247,341 0.09% $8,496,163
FULLER & THALER ASSET MANAGEMENT, INC. 0.49% 223,584 +44% 0.03% $7,680,124

Institutional Holders of Live Oak Bancshares, Inc. - Voting Common Stock, no par value per share (LOB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 32,610,487 $1,120,843,224 +$71,444,625 $34.35 226
2025 Q3 30,511,665 $1,074,460,786 -$10,641,244 $35.22 223
2025 Q2 30,818,578 $918,471,215 +$24,974,615 $29.80 207
2025 Q1 30,067,087 $801,627,734 -$45,205,812 $26.66 219
2024 Q4 30,346,143 $1,200,211,008 +$9,088,265 $39.55 212
2024 Q3 29,832,191 $1,411,708,264 +$17,582,299 $47.37 208
2024 Q2 29,653,233 $1,041,171,422 +$35,026,263 $35.06 193
2024 Q1 28,699,624 $1,191,305,581 +$6,664,439 $41.51 195
2023 Q4 28,613,774 $1,301,912,421 +$3,600,917 $45.50 188
2023 Q3 28,225,489 $817,136,259 +$7,295,200 $28.95 169
2023 Q2 27,723,256 $729,360,439 -$11,061,268 $26.31 159
2023 Q1 28,246,655 $688,232,123 -$46,144,619 $24.37 168
2022 Q4 29,673,682 $896,208,894 +$38,524,200 $30.20 184
2022 Q3 28,265,375 $864,959,522 -$225,175,146 $30.60 176
2022 Q2 29,167,465 $988,443,308 -$4,782,197 $33.89 165
2022 Q1 28,659,535 $1,458,777,422 +$60,687,059 $50.89 196
2021 Q4 27,223,682 $2,376,352,218 +$161,897,046 $87.29 209
2021 Q3 25,246,368 $1,606,427,404 +$45,858,858 $63.63 162
2021 Q2 24,542,817 $1,448,139,774 +$96,674,959 $59.00 162
2021 Q1 22,827,400 $1,563,582,595 +$202,182,691 $68.49 164
2020 Q4 20,101,425 $954,010,708 +$117,935,057 $47.46 153
2020 Q3 17,689,894 $448,109,195 +$8,739,732 $25.33 117
2020 Q2 17,431,911 $252,717,501 +$1,742,015 $14.51 104
2020 Q1 17,430,323 $217,349,446 -$15,950,923 $12.47 110
2019 Q4 18,323,271 $348,321,116 +$24,382,442 $19.01 110
2019 Q3 17,147,031 $310,321,037 -$3,297,807 $18.10 96
2019 Q2 17,362,076 $297,748,303 -$11,379,787 $17.15 95
2019 Q1 18,206,088 $266,188,973 -$6,566,293 $14.61 107
2018 Q4 18,655,075 $276,377,071 -$30,402,373 $14.81 111
2018 Q3 19,097,440 $511,882,051 +$28,457,099 $26.80 102
2018 Q2 17,981,370 $551,108,233 +$24,450,871 $30.65 110
2018 Q1 17,189,693 $477,866,179 +$25,883,551 $27.80 100
2017 Q4 16,354,475 $390,255,534 -$3,032,768 $23.85 91
2017 Q3 16,341,110 $383,246,928 +$119,280,352 $23.45 81
2017 Q2 11,249,748 $272,255,520 +$15,179,682 $24.20 74
2017 Q1 10,750,331 $232,741,339 +$44,753,144 $21.65 72
2016 Q4 9,772,990 $180,805,605 -$12,982,064 $18.50 68
2016 Q3 10,730,726 $154,731,616 +$10,903,420 $14.42 68
2016 Q2 9,972,218 $140,707,811 +$9,299,006 $14.11 70
2016 Q1 9,287,265 $139,311,000 +$16,385,136 $15.00 61
2015 Q4 8,205,719 $116,516,538 +$6,533,681 $14.20 52
2015 Q3 7,453,499 $146,383,499 +$146,383,499 $19.64 51