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Live Oak Bancshares, Inc.
$41.54 +0.02 (+0.05%) At close · Jul 14
Market Cap
$1.92B
Shares
46,262,391

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 227
Total Value: $1,054,539,133
Total Shares: 31,799,712
Showing 1–100 of 229 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 227 13F filers
Top Holder
20.4%
Jun 2023 → Mar 2026 · range 19.6% – 22.9%
of institutional value
Top 5
46.1%
Jun 2023 → Mar 2026 · range 46.1% – 55.3%
of institutional value
Top 10
62.6%
Jun 2023 → Mar 2026 · range 62.6% – 72.9%
of institutional value
HHI
691
Jun 2023 → Mar 2026 · range 691 – 883
Broadly held
Showing 100 of 229
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega T. Rowe Price Investment Management, Inc. $214,627,640 20.35% 6,490,101
Mega BlackRock, Inc. $113,525,963 10.77% 3,432,899
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $53,636,331 5.09% 1,621,903
Mega DIMENSIONAL FUND ADVISORS LP $52,686,625 5.00% 1,593,185
Mega VANGUARD CAPITAL MANAGEMENT LLC $50,688,736 4.81% 1,532,771
Mega STATE STREET CORP $47,532,007 4.51% 1,437,315
Mid GILDER GAGNON HOWE & CO LLC $39,456,279 3.74% 1,193,114
Small SOUTHERNSUN ASSET MANAGEMENT, LLC $34,179,134 3.24% 1,033,539
Mega GEODE CAPITAL MANAGEMENT, LLC $28,240,390 2.68% 853,958
Large LOOMIS SAYLES & CO L P $24,079,225 2.28% 728,129
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $23,906,203 2.27% 722,897
Mid ROYCE & ASSOCIATES LP $18,977,219 1.80% 573,850
Mega TWO SIGMA INVESTMENTS, LP $14,357,935 1.36% 434,168
Mid ALGERT GLOBAL LLC $11,993,794 1.14% 362,679
Mega NORTHERN TRUST CORP Bank $10,727,475 1.02% 324,387
Mega GOLDMAN SACHS GROUP INC $10,549,329 1.00% 319,000
Large FULLER & THALER ASSET MANAGEMENT, INC. $10,411,361 0.99% 314,828
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,611,266 0.91% 290,634
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $9,429,348 0.89% 285,133
Mega D. E. Shaw & Co., Inc. $8,697,509 0.82% 263,003
Mega RAYMOND JAMES FINANCIAL INC $8,690,397 0.82% 262,788
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $8,258,207 0.78% 249,719
Mega ENVESTNET ASSET MANAGEMENT INC $7,914,444 0.75% 239,324
Mega VANGUARD FIDUCIARY TRUST CO Bank $7,743,935 0.73% 234,168
Mid WHITTIER TRUST CO Bank $7,472,330 0.71% 225,955
Mega MORGAN STANLEY $7,332,440 0.70% 221,725
Small Motley Fool Wealth Management, LLC $6,930,116 0.66% 209,559
Small Trust Co of the South Bank $6,870,850 0.65% 167,500
Mega AMERICAN CENTURY COMPANIES INC $6,011,696 0.57% 181,787
Mega BANK OF AMERICA CORP /DE/ Bank $5,774,451 0.55% 174,613
Large DIAMOND HILL CAPITAL MANAGEMENT INC $5,608,010 0.53% 169,580
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $5,105,280 0.48% 154,378
Large WCM INVESTMENT MANAGEMENT, LLC $5,077,369 0.48% 153,534
Large STATE OF WISCONSIN INVESTMENT BOARD $5,025,052 0.48% 151,952
Mid RICE HALL JAMES & ASSOCIATES, LLC $4,813,569 0.46% 145,557
Mega UBS Group AG $4,723,221 0.45% 142,825
Mega MILLENNIUM MANAGEMENT LLC $4,483,961 0.43% 135,590
Large JACOBS LEVY EQUITY MANAGEMENT, INC $4,392,291 0.42% 132,818
Mid CenterBook Partners LP $4,349,664 0.41% 131,529
Mid Brevan Howard Capital Management LP $4,133,750 0.39% 125,000
Mid E. Ohman J:or Asset Management AB $4,032,745 0.38% 98,745
Mid WHITTIER TRUST CO OF NEVADA INC Bank $3,873,687 0.37% 117,136
Mega AMERIPRISE FINANCIAL INC $3,796,898 0.36% 114,814
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $3,625,563 0.34% 109,633
Mega JPMORGAN CHASE & CO $3,526,054 0.33% 106,624
Mega AQR CAPITAL MANAGEMENT LLC $3,327,334 0.32% 100,615
Large Russell Investments Group, Ltd. $3,325,945 0.32% 100,573
Mega Bank of New York Mellon Corp Bank $3,316,223 0.31% 100,279
Mega CITADEL ADVISORS LLC $3,170,089 0.30% 95,860
Mega WELLS FARGO & COMPANY/MN $3,006,491 0.29% 90,913
Mega DEUTSCHE BANK AG\ Bank $2,952,619 0.28% 89,284
Large Empowered Funds, LLC $2,949,447 0.28% 89,188
Large CAPTRUST FINANCIAL ADVISORS $2,835,256 0.27% 85,735
Micro Pathfinder Wealth Consulting, Inc. $2,595,432 0.25% 78,483
Mega ROYAL BANK OF CANADA Bank $2,484,383 0.24% 75,125
Mega Nuveen, LLC $2,433,190 0.23% 73,577
Mega TD Asset Management Inc $2,426,213 0.23% 73,366
Small CHATHAM CAPITAL GROUP, INC. $2,405,598 0.23% 58,903
Mega Swiss National Bank Bank $2,387,654 0.23% 72,200
Small Riggs Asset Managment Co. Inc. $2,374,227 0.23% 71,794
Mid XTX Topco Ltd $2,312,552 0.22% 69,929
Large Trexquant Investment LP $2,221,411 0.21% 67,173
Mid BOOTHBAY FUND MANAGEMENT, LLC $2,219,559 0.21% 67,117
Mega Invesco Ltd. $2,158,840 0.20% 65,281
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,034,664 0.19% 61,526
Mid Bragg Financial Advisors, Inc $1,964,424 0.19% 59,402
Mid Motley Fool Asset Management LLC $1,848,480 0.18% 55,896
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,692,354 0.16% 51,175
Mid DARK FOREST CAPITAL MANAGEMENT LP $1,674,631 0.16% 50,639
Mid Lighthouse Investment Partners, LLC $1,615,006 0.15% 48,836
Mid OPPENHEIMER ASSET MANAGEMENT INC. $1,602,770 0.15% 48,466
Small Numerai GP LLC $1,597,446 0.15% 48,305
Mega RHUMBLINE ADVISERS $1,564,409 0.15% 47,306
Mega CITIGROUP INC $1,512,058 0.14% 45,723
Mega JANE STREET GROUP, LLC $1,445,159 0.14% 43,700
Mega VICTORY CAPITAL MANAGEMENT INC $1,441,455 0.14% 43,588
Large SEI INVESTMENTS CO $1,359,970 0.13% 41,124
Mid GSA CAPITAL PARTNERS LLP $1,357,655 0.13% 41,054
Mega FIRST TRUST ADVISORS LP $1,355,043 0.13% 40,975
Large Rafferty Asset Management, LLC $1,354,613 0.13% 40,962
Mid PDT Partners, LLC $1,313,573 0.12% 39,721
Large FEDERATED HERMES, INC. $1,306,761 0.12% 39,515
Mid SALEM INVESTMENT COUNSELORS INC $1,303,204 0.12% 31,910
Large SG Americas Securities, LLC Broker-Dealer $1,242,340 0.12% 37,567
Mega ALLIANCEBERNSTEIN L.P. $1,235,825 0.12% 37,370
Large Squarepoint Ops LLC $1,150,538 0.11% 34,791
Mid Homestead Advisers Corp $1,127,687 0.11% 34,100
Large Creative Planning $1,125,636 0.11% 34,038
Large STIFEL FINANCIAL CORP $1,119,584 0.11% 33,855
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,095,443 0.10% 33,125
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,090,020 0.10% 32,961
Small Sovran Advisors, LLC $1,076,163 0.10% 32,542
Mega LPL Financial LLC $1,013,264 0.10% 30,640
Mid Susquehanna Portfolio Strategies, LLC $984,394 0.09% 29,767
Mega FMR LLC $983,137 0.09% 29,729
Large Quantinno Capital Management LP $981,881 0.09% 29,691
Mega VANGUARD ASSET MANAGEMENT, Ltd $972,059 0.09% 29,394
Large OSAIC HOLDINGS, INC. $968,256 0.09% 29,279
Large MML INVESTORS SERVICES, LLC $943,354 0.09% 28,526
Mega Legal & General Group Plc $930,489 0.09% 28,137
Key facts CIK 1462120 CUSIP 53803X105 13F (30d) 12 filings 12 filers Visit website Investor relations

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