MORGAN STANLEY

Position in LOB — Live Oak Bancshares, Inc.

CIK 895421 NEW YORK, NY

Position in LOB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,332,440

-$2,048,437 QoQ

Shares Held

221,725

-18.8% QoQ

Ownership

0.479%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93.8843161574022.ToString("F0")% Shared 0.ToString("F0")% None 6.115683842597813.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. LOB ranks #132 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	141,628,383	$2,035,199,856
2	USB	US Bancorp De	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,332,440	221,725	-18.8%	Shares	Defined	2026-05-15
2025-12-31	$9,380,877	273,097	-4.5%	Shares	Defined	2026-05-27
2025-09-30	$10,075,628	286,077	+24.4%	Shares	Defined	2026-05-27
2025-06-30	$6,853,549	229,985	+36.1%	Shares	Defined	2025-08-15
2025-03-31	$4,503,563	168,926	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$6,631,819	167,682	+6.2%	Shares	Defined	2025-05-15
2024-09-30	$7,478,248	157,869	+59.0%	Shares	Defined	2025-05-14
2024-06-30	$3,480,400	99,270	-12.9%	Shares	Defined	2025-05-14
2024-03-31	$4,729,645	113,940	-28.2%	Shares	Defined	2024-10-17
2023-12-31	$7,224,033	158,770	+57.2%	Shares	Defined	2024-08-16
2023-09-30	$2,924,292	101,012	+13.0%	Shares	Defined	2023-11-15
2023-06-30	$2,352,714	89,423	-44.6%	Shares	Defined	2023-08-14
2023-03-31	$3,935,019	161,470	+7.6%	Shares	Defined	2023-05-15
2022-12-31	$4,530,902	150,030	+56.8%	Shares	Defined	2023-02-14
2022-09-30	$2,928,234	95,694	-3.0%	Shares	Defined	2022-11-14
2022-06-30	$3,342,906	98,640	-24.1%	Shares	Defined	2022-10-27
2022-03-31	$6,613,559	129,958	+39.5%	Shares	Defined	2022-10-27
2021-12-31	$8,129,665	93,134	+58.4%	Shares	Defined	2022-02-14
2021-09-30	$3,742,140	58,811	+9.8%	Shares	Defined	2021-11-15
2021-06-30	$3,161,102	53,578	+37.1%	Shares	Defined	2021-08-23
2021-03-31	$2,675,696	39,067	-21.1%	Shares	Defined	2021-05-17
2020-12-31	$2,350,265	49,521	+356.2%	Shares	Defined	2021-02-16
2020-09-30	$274,956	10,855	-56.0%	Shares	Defined	2020-11-13
2020-06-30	$358,294	24,693	+94.2%	Shares	Defined	2020-08-14
2020-03-31	$158,567	12,716	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.