LOB Live Oak Bancshares, Inc.
Live Oak Bancshares, Inc. (LOB) Institutional Ownership
What the institutions did with LOB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6.5M | 19.7% |
| BlackRock, Inc. | 3.5M | 10.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | 5.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 4.9% |
| STATE STREET CORP | 1.4M | 4.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.4M | 4.1% |
| GILDER GAGNON HOWE & CO LLC | 1.1M | 3.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 996.9K | 3.0% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 934.8K | 2.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 912.5K | 2.8% |
| LOOMIS SAYLES & CO L P | 672.0K | 2.0% |
| AMERICAN CENTURY COMPANIES INC | 667.6K | 2.0% |
| ROYCE & ASSOCIATES LP | 646.1K | 2.0% |
| ALGERT GLOBAL LLC | 586.2K | 1.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 569.2K | 1.7% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 554.6K | 1.7% |
| TWO SIGMA INVESTMENTS, LP | 420.3K | 1.3% |
| NORTHERN TRUST CORP | 320.8K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299.3K | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 287.4K | 0.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 283.1K | 0.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 270.2K | 0.8% |
| VANGUARD FIDUCIARY TRUST CO | 249.2K | 0.8% |
| ENVESTNET ASSET MANAGEMENT INC | 237.1K | 0.7% |
| BANK OF AMERICA CORP /DE/ | 230.0K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | Increased | 181.8K | 667.6K | +485.8K |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | 1.6M | 1.4M | -261.8K |
| FULLER & THALER ASSET MANAGEMENT, INC. | Increased | 314.8K | 554.6K | +239.8K |
| ALGERT GLOBAL LLC | Increased | 362.7K | 586.2K | +223.5K |
| Motley Fool Wealth Management, LLC | Sold Out | 209.6K | 0 | -209.6K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 722.9K | 569.2K | -153.7K |
| Brevan Howard Capital Management LP | Sold Out | 125.0K | 0 | -125.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.5M | 1.7M | +122.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 319.0K | 203.4K | -115.6K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 135.6K | 22.9K | -112.7K |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | Reduced | 1.0M | 934.8K | -98.8K |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | 153.5K | 55.4K | -98.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 908.1K | 996.9K | +88.7K |
| BlackRock, Inc. | Increased | 3.4M | 3.5M | +83.0K |
| CenterBook Partners LP | Reduced | 131.5K | 53.5K | -78.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 132.8K | 56.1K | -76.7K |
| ROYCE & ASSOCIATES LP | Increased | 573.9K | 646.1K | +72.2K |
| Man Group plc | New | 0 | 71.9K | +71.9K |
| STATE STREET CORP | Reduced | 1.4M | 1.4M | -69.7K |
| GILDER GAGNON HOWE & CO LLC | Reduced | 1.2M | 1.1M | -69.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold Out | 67.1K | 0 | -67.1K |
| Qube Research & Technologies Ltd | New | 0 | 66.2K | +66.2K |
| JPMORGAN CHASE & CO | Reduced | 106.6K | 41.8K | -64.8K |
| Trexquant Investment LP | Increased | 67.2K | 127.6K | +60.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 854.0K | 912.5K | +58.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 109.6K | 53.2K | -56.5K |
| LOOMIS SAYLES & CO L P | Reduced | 728.1K | 672.0K | -56.1K |
| FMR LLC | Increased | 29.7K | 85.4K | +55.7K |
| BANK OF AMERICA CORP /DE/ | Increased | 174.6K | 230.0K | +55.4K |
| Numerai GP LLC | Sold Out | 48.3K | 0 | -48.3K |
| D. E. Shaw & Co., Inc. | Reduced | 263.0K | 217.9K | -45.1K |
| MARSHALL WACE, LLP | New | 0 | 44.5K | +44.5K |
| XTX Topco Ltd | Reduced | 69.9K | 26.8K | -43.1K |
| Lighthouse Investment Partners, LLC | Increased | 48.8K | 89.6K | +40.7K |
| Walleye Capital LLC | New | 0 | 40.0K | +40.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 61.5K | 22.1K | -39.4K |
| Point72 Asset Management, L.P. | New | 0 | 38.6K | +38.6K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 100.6K | 139.0K | +38.3K |
| Russell Investments Group, Ltd. | Increased | 100.6K | 137.6K | +37.0K |
| MORGAN STANLEY | Reduced | 221.7K | 188.6K | -33.2K |
| Susquehanna Portfolio Strategies, LLC | Sold Out | 29.8K | 0 | -29.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 114.8K | 85.3K | -29.5K |
| RAYMOND JAMES FINANCIAL INC | Increased | 262.8K | 287.4K | +24.6K |
| PMC FIG Opportunities LLC | Sold Out | 24.3K | 0 | -24.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.6M | 1.6M | +22.3K |
| Rafferty Asset Management, LLC | Reduced | 41.0K | 20.0K | -20.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Increased | 249.7K | 270.2K | +20.5K |
| UBS Group AG | Increased | 142.8K | 161.9K | +19.1K |
| T. Rowe Price Investment Management, Inc. | Reduced | 6.5M | 6.5M | -18.6K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 23.4K | 39.6K | +16.2K |
| HRT FINANCIAL LP | Increased | 26.4K | 42.5K | +16.1K |
| DARK FOREST CAPITAL MANAGEMENT LP | Increased | 50.6K | 65.9K | +15.3K |
| Quantinno Capital Management LP | Increased | 29.7K | 44.9K | +15.2K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 234.2K | 249.2K | +15.1K |
| EQUITABLE TRUST CO | Sold Out | 14.7K | 0 | -14.7K |
| Quantbot Technologies LP | Reduced | 20.5K | 6.5K | -14.0K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 434.2K | 420.3K | -13.9K |
| FIRST TRUST ADVISORS LP | Increased | 41.0K | 54.4K | +13.4K |
| Callan Family Office, LLC | New | 0 | 13.1K | +13.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | 152.0K | 138.9K | -13.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.