LIVE OAK BANCSHARES INC (LOB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
228
Reporting holders
$1.1B
Reported value
57.2%
Of shares outstanding
0.1%
Held as options
+11
Holder change
Institutions report 26,456,598 shares against 46,283,620 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $143.6M | 3,515,856 | 0.00% | 8q | +2.4%+$3.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $67.6M | 1,654,730 | 0.00% | 2q | +8.0%+$5.0M |
| DIMENSIONAL FUND ADVISORS LP | $66.0M | 1,615,529 | 0.01% | 31q | +1.4%+$912.5K |
| STATE STREET CORP | $55.9M | 1,367,619 | 0.00% | 31q | -4.8%-$2.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $55.5M | 1,360,091 | 0.17% | 14q | -16.1%-$10.7M |
| GILDER GAGNON HOWE & CO LLC | $45.9M | 1,123,910 | 0.47% | 2q | -5.8%-$2.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40.7M | 996,870 | 0.00% | 2q | +9.8%+$3.6M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $38.2M | 934,751 | 5.14% | 15q | -9.6%-$4.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.3M | 912,543 | 0.00% | 31q | +6.9%+$2.4M |
| LOOMIS SAYLES & CO L P | $27.4M | 671,994 | 0.03% | 3q | -7.7%-$2.3M |
| AMERICAN CENTURY COMPANIES INC | $27.3M | 667,556 | 0.01% | 22q | +267.2%+$19.8M |
| ROYCE & ASSOCIATES LP | $26.4M | 646,091 | 0.21% | 3q | +12.6%+$3.0M |
| ALGERT GLOBAL LLC | $23.9M | 586,166 | 0.28% | 20q | -19.2%-$5.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23.2M | 569,233 | 0.07% | 3q | -21.3%-$6.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22.7M | 554,642 | 0.06% | 31q | +76.2%+$9.8M |
| TWO SIGMA INVESTMENTS, LP | $17.2M | 420,262 | 0.01% | 6q | -3.2%-$567.9K |
| NORTHERN TRUST CORP | $13.1M | 320,783 | 0.00% | 31q | -1.1%-$147.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.2M | 299,270 | 0.00% | 31q | +3.0%+$352.7K |
| Sixth Street Partners Management Company, L.P. | $12.2M | 299,270 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $11.7M | 287,390 | 0.00% | 7q | +9.4%+$1.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.6M | 283,133 | 0.01% | 30q | -0.7%-$81.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.0M | 270,239 | 0.03% | 16q | +8.2%+$838.0K |
| VANGUARD FIDUCIARY TRUST CO | $10.2M | 249,249 | 0.00% | 2q | +6.4%+$615.9K |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 237,127 | 0.00% | 12q | -0.9%-$89.7K |
| BANK OF AMERICA CORP /DE/ | $9.4M | 230,020 | 0.00% | 31q | +31.7%+$2.3M |
| WHITTIER TRUST CO | $9.4M | 224,384 | 0.09% | 16q | -0.7%-$65.7K |
| D. E. Shaw & Co., Inc. | $8.9M | 217,937 | 0.00% | 19q | -17.1%-$1.8M |
| GOLDMAN SACHS GROUP INC | $8.3M | 203,445 | 0.00% | 31q | -36.2%-$4.7M |
| MORGAN STANLEY | $7.7M | 188,571 | 0.00% | 35q | -15.0%-$1.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7.3M | 179,294 | 0.06% | 27q | +5.7%+$396.7K |
| Trust Co of the South | $6.8M | 167,500 | 0.96% | 11q | HELD |
| UBS Group AG | $6.6M | 161,904 | 0.00% | 31q | +13.4%+$779.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.3M | 154,378 | 0.11% | 11q | HELD |
| RICE HALL JAMES & ASSOCIATES, LLC | $5.7M | 140,163 | 0.28% | 15q | -3.7%-$220.3K |
| AQR CAPITAL MANAGEMENT LLC | $5.7M | 138,955 | 0.00% | 7q | +38.1%+$1.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | $5.7M | 138,919 | 0.01% | 5q | -8.6%-$532.3K |
| Russell Investments Group, Ltd. | $5.6M | 137,581 | 0.00% | 31q | +36.8%+$1.5M |
| Trexquant Investment LP | $5.2M | 127,605 | 0.03% | 9q | +90.0%+$2.5M |
| WHITTIER TRUST CO OF NEVADA INC | $4.8M | 117,000 | 0.09% | 16q | HELD |
| Apollon Wealth Management, LLC | $4.8M | 117,466 | 0.06% | new | NEW |
| Bank of New York Mellon Corp | $4.5M | 110,334 | 0.00% | 31q | +10.0%+$410.6K |
| CITADEL ADVISORS LLC | $4.4M | 100,071 | 0.00% | 31q | +4.4%+$185.2K |
| E. Ohman J:or Asset Management AB | $4.0M | 98,745 | 0.09% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $3.9M | 95,789 | 0.00% | 31q | -47.3%-$3.5M |
| DEUTSCHE BANK AG\ | $3.9M | 95,469 | 0.00% | 34q | +6.9%+$252.6K |
| Lighthouse Investment Partners, LLC | $3.7M | 89,556 | 0.10% | 5q | +83.4%+$1.7M |
| Empowered Funds, LLC | $3.6M | 89,193 | 0.02% | 6q | HELD |
| FMR LLC | $3.5M | 85,379 | 0.00% | 27q | +187.2%+$2.3M |
| AMERIPRISE FINANCIAL INC | $3.5M | 85,275 | 0.00% | 30q | -62.9%-$5.9M |
| CAPTRUST FINANCIAL ADVISORS | $3.4M | 84,408 | 0.01% | 15q | -1.5%-$54.2K |
| ROYAL BANK OF CANADA | $3.3M | 81,054 | 0.00% | 31q | +7.9%+$242.1K |
| Nuveen, LLC | $3.2M | 78,008 | 0.00% | 6q | +6.0%+$181.0K |
| TD Asset Management Inc | $3.0M | 73,366 | 0.00% | 31q | HELD |
| Man Group plc | $2.9M | 71,864 | 0.00% | new | NEW |
| Swiss National Bank | $2.9M | 71,800 | 0.00% | 31q | -0.6%-$16.3K |
| Qube Research & Technologies Ltd | $2.7M | 66,187 | 0.00% | new | NEW |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.7M | 65,920 | 0.17% | 6q | +30.2%+$624.1K |
| Riggs Asset Managment Co. Inc. | $2.7M | 65,180 | 0.48% | 2q | -9.2%-$270.1K |
| Bragg Financial Advisors, Inc | $2.4M | 59,402 | 0.06% | 15q | HELD |
| CHATHAM CAPITAL GROUP, INC. | $2.4M | 58,903 | 0.31% | 12q | +12.1%+$259.5K |
| Invesco Ltd. | $2.4M | 58,742 | 0.00% | 31q | -10.0%-$267.1K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.3M | 56,079 | 0.01% | 10q | -57.8%-$3.1M |
| WCM INVESTMENT MANAGEMENT, LLC | $2.3M | 55,369 | 0.00% | 2q | -63.9%-$4.0M |
| FIRST TRUST ADVISORS LP | $2.2M | 54,424 | 0.00% | 13q | +32.8%+$549.3K |
| CenterBook Partners LP | $2.2M | 53,530 | 0.11% | 15q | -59.3%-$3.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.2M | 53,182 | 0.01% | 23q | -51.5%-$2.3M |
| Motley Fool Asset Management LLC | $2.1M | 50,541 | 0.08% | 18q | -9.6%-$218.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 50,531 | 0.00% | 29q | -1.3%-$26.3K |
| RHUMBLINE ADVISERS | $2.0M | 49,849 | 0.00% | 31q | +5.4%+$103.9K |
| FEDERATED HERMES, INC. | $2.0M | 49,141 | 0.00% | 17q | +24.4%+$393.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.0M | 49,094 | 0.02% | 3q | +1.3%+$25.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 22,078 | 0.00% | 31q | -64.1%-$3.5M |
| CITIGROUP INC | $1.9M | 46,392 | 0.00% | 31q | +1.5%+$27.3K |
| Quantinno Capital Management LP | $1.8M | 44,880 | 0.00% | 5q | +51.2%+$620.3K |
| MARSHALL WACE, LLP | $1.8M | 44,516 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $1.8M | 43,665 | 0.00% | 24q | HELD |
| JPMORGAN CHASE & CO | $1.8M | 41,844 | 0.00% | 31q | -60.8%-$2.8M |
| Walleye Capital LLC | $1.6M | 39,973 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 39,622 | 0.00% | 31q | +69.4%+$662.8K |
| MML INVESTORS SERVICES, LLC | $1.6M | 39,371 | 0.00% | 9q | +38.0%+$442.9K |
| Point72 Asset Management, L.P. | $1.6M | 38,616 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 46,590 | 0.00% | 31q | +24.7%+$304.9K |
| STIFEL FINANCIAL CORP | $1.5M | 36,958 | 0.00% | 9q | +9.2%+$126.7K |
| Creative Planning | $1.5M | 36,324 | 0.00% | 11q | +6.7%+$93.4K |
| Legal & General Group Plc | $1.5M | 36,337 | 0.00% | 31q | +29.1%+$333.9K |
| Sovran Advisors, LLC | $1.5M | 34,362 | 0.11% | 3q | +5.6%+$78.1K |
| Homestead Advisers Corp | $1.4M | 34,100 | 0.03% | 16q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $1.3M | 31,910 | 0.03% | 26q | -16.5%-$257.1K |
| PDT Partners, LLC | $1.3M | 31,021 | 0.07% | 6q | -21.9%-$355.3K |
| SEI INVESTMENTS CO | $1.3M | 30,657 | 0.00% | 19q | -25.5%-$427.5K |
| LPL Financial LLC | $1.2M | 29,965 | 0.00% | 13q | -2.2%-$27.6K |
| OSAIC HOLDINGS, INC. | $1.2M | 29,606 | 0.00% | 26q | +1.1%+$13.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.2M | 29,394 | 0.00% | 2q | HELD |
| TRUIST FINANCIAL CORP | $1.2M | 29,271 | 0.00% | 9q | +25.8%+$245.1K |
| Balyasny Asset Management L.P. | $1.1M | 27,935 | 0.00% | 4q | +50.8%+$384.1K |
| PINNACLE ASSOCIATES LTD | $1.1M | 27,486 | 0.01% | 7q | +2.9%+$32.0K |
| XTX Topco Ltd | $1.1M | 26,795 | 0.01% | 3q | -61.7%-$1.8M |
| Graham Capital Management, L.P. | $1.0M | 25,598 | 0.02% | 6q | +1.0%+$10.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.0M | 24,995 | 0.03% | 9q | -0.9%-$9.4K |
| BLAIR WILLIAM & CO/IL | $1.0M | 24,576 | 0.00% | 3q | HELD |
Showing the largest 100 of 240 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 228 | $1.1B | 26,456,598 | 34 | 73 | 64 | 0.1% |
| Q1 2026 | 217 | $868.9M | 26,547,126 | 20 | 76 | 73 | 0.3% |
| Q4 2025 | 216 | $908.4M | 26,582,884 | 28 | 65 | 71 | 0.4% |
| Q3 2025 | 207 | $844.4M | 24,187,274 | 26 | 79 | 55 | 0.1% |
| Q2 2025 | 193 | $721.2M | 24,340,994 | 20 | 80 | 53 | 0.1% |
| Q1 2025 | 205 | $626.5M | 23,525,325 | 36 | 79 | 46 | 0.3% |
| Q4 2024 | 194 | $930.3M | 23,604,821 | 19 | 67 | 48 | 0.1% |
| Q3 2024 | 191 | $1.1B | 23,122,965 | 26 | 58 | 56 | 0.2% |
| Q2 2024 | 181 | $806.1M | 22,962,805 | 20 | 59 | 51 | 0.3% |
| Q1 2024 | 182 | $934.4M | 22,453,797 | 28 | 49 | 52 | 0.6% |
| Q4 2023 | 179 | $1.0B | 22,386,654 | 27 | 48 | 57 | 0.6% |
| Q3 2023 | 159 | $634.2M | 21,729,145 | 18 | 58 | 36 | 1.1% |
| Q2 2023 | 148 | $560.4M | 21,209,294 | 17 | 42 | 51 | 0.6% |
| Q1 2023 | 148 | $503.5M | 20,595,521 | 20 | 56 | 40 | 0.6% |
| Q4 2022 | 153 | $622.5M | 20,578,124 | 26 | 41 | 44 | 0.5% |
| Q3 2022 | 181 | $866.0M | 28,179,229 | 33 | 53 | 50 | 0.4% |
| Q2 2022 | 168 | $988.7M | 29,082,124 | 19 | 47 | 50 | 0.3% |
| Q1 2022 | 205 | $1.5B | 28,660,832 | 32 | 74 | 51 | 0.6% |
| Q4 2021 | 216 | $2.4B | 27,308,688 | 41 | 55 | 53 | 1.3% |
| Q3 2021 | 170 | $1.6B | 25,246,455 | 18 | 51 | 46 | 1.9% |
| Q2 2021 | 168 | $1.5B | 24,542,886 | 28 | 57 | 38 | 2.2% |
| Q1 2021 | 172 | $1.6B | 22,842,894 | 38 | 50 | 46 | 2.5% |
| Q4 2020 | 161 | $1.0B | 20,141,667 | 46 | 45 | 35 | 4.7% |
| Q3 2020 | 118 | $455.7M | 17,686,914 | 26 | 23 | 43 | 1.7% |
| Q2 2020 | 106 | $253.9M | 17,432,111 | 13 | 41 | 31 | 0.4% |
| Q1 2020 | 110 | $220.6M | 17,469,332 | 13 | 36 | 36 | 1.3% |
| Q4 2019 | 112 | $359.8M | 18,705,273 | 19 | 40 | 25 | 1.2% |
| Q3 2019 | 99 | $314.6M | 17,151,365 | 9 | 32 | 31 | 1.3% |
| Q2 2019 | 99 | $306.8M | 17,366,450 | 10 | 26 | 37 | 2.9% |
| Q1 2019 | 110 | $271.1M | 18,270,190 | 14 | 36 | 34 | 1.5% |
| Q4 2018 | 111 | $281.1M | 18,967,067 | 2 | 3 | 0 | 0.0% |