LOB Live Oak Bancshares, Inc.

NYSE
$40.98

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.

Managers reporting
255
filed a 13F this quarter
Managers holding
235
+11 on the quarter
Buyers
116
31 opened new
Sellers
86
20 sold out entirely
Buyer share
57.4%
of managers who traded it
Breadth
+14.9
net buyers, as a share of those trading

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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

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.