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 September 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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.7M | 27.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 920.2K | 15.1% |
| ROYCE & ASSOCIATES LP | 588.9K | 9.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 464.3K | 7.6% |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 221.6K | 3.6% |
| Trust Co of the South | 167.5K | 2.7% |
| FMR LLC | 135.6K | 2.2% |
| Russell Investments Group, Ltd. | 121.7K | 2.0% |
| Bank of New York Mellon Corp | 114.1K | 1.9% |
| E. Ohman J:or Asset Management AB | 111.4K | 1.8% |
| BARCLAYS PLC | 95.1K | 1.6% |
| DEUTSCHE BANK AG\ | 92.4K | 1.5% |
| UBS Group AG | 91.2K | 1.5% |
| Nuveen, LLC | 80.5K | 1.3% |
| Apollon Wealth Management, LLC | 77.5K | 1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.1K | 1.1% |
| Riggs Asset Managment Co. Inc. | 67.1K | 1.1% |
| RHUMBLINE ADVISERS | 61.9K | 1.0% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 59.4K | 1.0% |
| CHATHAM CAPITAL GROUP, INC. | 58.9K | 1.0% |
| Motley Fool Asset Management LLC | 49.0K | 0.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 48.2K | 0.8% |
| Creative Planning | 44.1K | 0.7% |
| VICTORY CAPITAL MANAGEMENT INC | 43.7K | 0.7% |
| CenterBook Partners LP | 43.0K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 569.2K | 464.3K | -104.9K |
| BARCLAYS PLC | Increased | 21.0K | 95.1K | +74.1K |
| UBS Group AG | Reduced | 161.9K | 91.2K | -70.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 7.9K | 68.1K | +60.2K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | New | 0 | 59.4K | +59.4K |
| ROYCE & ASSOCIATES LP | Reduced | 646.1K | 588.9K | -57.2K |
| WCM INVESTMENT MANAGEMENT, LLC | Sold Out | 55.4K | 0 | -55.4K |
| FMR LLC | Increased | 85.4K | 135.6K | +50.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.6M | 1.7M | +48.1K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Increased | 179.3K | 221.6K | +42.3K |
| Apollon Wealth Management, LLC | Reduced | 117.5K | 77.5K | -39.9K |
| SummerHaven Investment Management, LLC | New | 0 | 22.0K | +22.0K |
| Russell Investments Group, Ltd. | Reduced | 137.6K | 121.7K | -15.8K |
| BLAIR WILLIAM & CO/IL | Reduced | 24.6K | 9.9K | -14.7K |
| E. Ohman J:or Asset Management AB | Increased | 98.7K | 111.4K | +12.7K |
| RHUMBLINE ADVISERS | Increased | 49.8K | 61.9K | +12.1K |
| Simplicity Wealth,LLC | Increased | 13.3K | 24.6K | +11.3K |
| FIFTH THIRD BANCORP | Increased | 583 | 11.1K | +10.5K |
| CenterBook Partners LP | Reduced | 53.5K | 43.0K | -10.5K |
| Employees Retirement System of Texas | New | 0 | 8.4K | +8.4K |
| CITIGROUP INC | Reduced | 46.4K | 38.4K | -8.0K |
| Creative Planning | Increased | 36.3K | 44.1K | +7.8K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 7.8K | 0 | -7.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 912.5K | 920.2K | +7.7K |
| Savant Capital, LLC | New | 0 | 5.9K | +5.9K |
| Tannin Capital LLC | Sold Out | 5.4K | 0 | -5.4K |
| Abel Hall, LLC | Sold Out | 5.3K | 0 | -5.3K |
| Atria Investments, Inc | Sold Out | 5.2K | 0 | -5.2K |
| Pictet Asset Management Holding SA | Sold Out | 5.0K | 0 | -5.0K |
| Pinnacle Wealth Management Advisory Group, LLC | Sold Out | 5.0K | 0 | -5.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | Reduced | 25.0K | 20.5K | -4.5K |
| Bank of New York Mellon Corp | Increased | 110.3K | 114.1K | +3.7K |
| Squarepoint Ops LLC | Increased | 22.7K | 26.0K | +3.3K |
| DEUTSCHE BANK AG\ | Reduced | 95.5K | 92.4K | -3.1K |
| SEI INVESTMENTS CO | Reduced | 30.7K | 27.8K | -2.9K |
| Nuveen, LLC | Increased | 78.0K | 80.5K | +2.5K |
| KBC Group NV | New | 0 | 2.2K | +2.2K |
| Riggs Asset Managment Co. Inc. | Increased | 65.2K | 67.1K | +1.9K |
| Sovran Advisors, LLC | Reduced | 34.4K | 32.6K | -1.8K |
| LPL Financial LLC | Reduced | 30.0K | 28.3K | -1.6K |
| PINNACLE ASSOCIATES LTD | Increased | 27.5K | 29.1K | +1.6K |
| Laurel Wealth Advisors LLC | New | 0 | 1.6K | +1.6K |
| Motley Fool Asset Management LLC | Reduced | 50.5K | 49.0K | -1.5K |
| one8zero8, LLC | Increased | 21.0K | 22.1K | +1.1K |
| Versant Capital Management, Inc | Increased | 1.0K | 2.1K | +1.0K |
| Police & Firemen's Retirement System of New Jersey | Reduced | 10.9K | 9.9K | -942 |
| Inspire Investing, LLC | Increased | 16.6K | 17.5K | +927 |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 49.1K | 48.2K | -873 |
| Blue Trust, Inc. | Increased | 6.9K | 7.6K | +711 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 13.6K | 14.2K | +632 |
| Aviance Capital Partners, LLC | Increased | 14.5K | 15.1K | +632 |
| SALEM INVESTMENT COUNSELORS INC | Reduced | 31.9K | 31.4K | -531 |
| Sterling Capital Management LLC | Increased | 437 | 949 | +512 |
| TRUIST FINANCIAL CORP | Increased | 29.3K | 29.7K | +470 |
| Provenance Wealth Advisors, LLC | New | 0 | 439 | +439 |
| FIRST HORIZON CORP | Sold Out | 400 | 0 | -400 |
| PERSONAL CFO SOLUTIONS, LLC | Increased | 8.4K | 8.7K | +350 |
| Allegiance Financial Group Advisory Services LLC | Reduced | 6.3K | 6.0K | -308 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 9.9K | 10.1K | +210 |
| CoreCap Advisors, LLC | Increased | 382 | 585 | +203 |
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.