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LOB · Live Oak Bancshares, Inc. · Holdings

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$35.15 -0.56 (-1.57%) At close · Oct 23
Russell 2000 member Rebalance outlook locked
Market Cap
$1.63B
Shares
46.28M
Volume · Oct 23 284.84K Avg daily vol (3M) 224.38K

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.

Use institutional holdings through the 13F API or MCP → See every holder of LOB: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 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. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 242
Total Value: $1,341,899,078
Total Shares: 32,934,738
Showing 1–100 of 244 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 239 13F filers
Top Holder
19.7%
Sep 2023 → Jun 2026 · range 19.6% – 22.5%
of institutional value
Top 5
44.5%
Sep 2023 → Jun 2026 · range 44.5% – 54.1%
of institutional value
Top 10
60.7%
Sep 2023 → Jun 2026 · range 60.7% – 70.8%
of institutional value
HHI
657
Sep 2023 → Jun 2026 · range 657 – 837
Broadly held

Who Holds LOB

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 239 filers, like-for-like change +0.9%; actively managed books +1.8%; index-like books +0.9%.

Holder type Share Filers Change
Registered adviser 44.9% 133 +1.3%
Exempt adviser 0.4% 3 -23.6%
Adviser 20.3% 6 -0.7%
Bank 7.7% 18 -1.4%
Insurer 0.0% 1 new
Broker-dealer 0.1% 1 -2.2%
Benefit plan 0.6% 3 -6.2%
Non-US 1.4% 6 +6.3%
Holding company 12.3% 6 -0.5%
Unknown 12.2% 62 +5.7%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

239 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
0.837% of filers hold it in their top 10
Mar 31, 2026: 3
Holders above 5%
1
median weight 0.002%
Mar 31, 2026: 0
Crowding
18.7%
of shares outstanding, 55th percentile
Mar 31, 2026: 19.7%
Private-fund advisers
18.1%
of shares outstanding
Institutional ownership
71.0%
84.9% of the estimated free float
Top 10 holders
60.8%
of 13F shares, Herfindahl 0.066
Active holders
+1.8%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (1 institutional, 0 passive, 1 exempt)
How long holders have held it value-weighted 14.1 quarters
Under 1 year 20.9% 1 to 3 years 18.6% 3 years or more 60.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$34.21
estimated per share
Mar 31, 2026: $33.64
Quarter-end price
$40.84
implied by 13F values
Estimated gain or loss
+19.4%
price against the estimated cost
Estimated at a loss
0.273%
of costed 13F value

Estimated cost covers 35.2% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies LOB's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 BE Bloom Energy Corp 3
2 ANET Arista Networks, Inc. 4
3 MPC Marathon Petroleum Corp 3
4 PWR Quanta Services, Inc. 3
5 RTX RTX Corp 5
6 ORCL Oracle Corp 5
7 NVDA Nvidia Corp 7
8 INTC Intel Corp 5
9 AMZN Amazon Com Inc 7
10 AAPL Apple Inc. 7

Shareholder Targets

13F filers that own its peers but not LOB, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BE, ANET, MPC, PWR, RTX, ORCL, NVDA, INTC, AMZN, AAPL, IBM, MSFT, GOOGL, AVGO, AXP, SCHW, MU, PG, SO, HD. 7,055 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $329,109,976,110 20 held
2 Capital Research Global Investors Adviser, Diversified active $243,820,011,360 14 held
3 Capital World Investors Adviser, Diversified active $223,859,436,370 18 held
4 Berkshire Hathaway Inc Insurer, Concentrated $154,996,704,577 3 held
5 Capital International Investors Adviser, Diversified active $138,814,560,097 15 held
6 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $133,119,991,104 20 held
7 Amundi Holding company, Index-like $130,528,704,856 20 held
8 Fisher Asset Management, LLC Adviser, Diversified active $90,610,007,209 19 held
9 Mitsubishi UFJ Asset Management Co., Ltd. Unknown, Index-like $63,020,467,634 20 held
10 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $62,042,658,304 17 held

Fund Ownership of LOB by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.76% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.60% 1,201,963
Index ETFs 10.16% 4,702,540
Active ETFs 1.56% 722,520
Active funds 19.36% 8,958,550
Unclassified 1.26% 582,472
All registered funds 34.93% 16,168,045
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 134 Exempt adviser 3 Adviser 6 Bank 18 Insurer 1 Broker-dealer 1 Benefit plan 3 Non-US 6 Holding company 6 Unknown 64
Showing 100 of 244
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
T. Rowe Price Investment Management, Inc. $264,294,099 19.70% 6,471,452
BlackRock, Inc. $143,587,553 10.70% 3,515,856
VANGUARD CAPITAL MANAGEMENT LLC $67,579,173 5.04% 1,654,730
DIMENSIONAL FUND ADVISORS LP $65,978,202 4.92% 1,615,529
STATE STREET CORP $55,853,559 4.16% 1,367,619
BARROW HANLEY MEWHINNEY & STRAUSS LLC $55,546,115 4.14% 1,360,091
GILDER GAGNON HOWE & CO LLC $45,900,484 3.42% 1,123,910
VANGUARD PORTFOLIO MANAGEMENT LLC $40,712,170 3.03% 996,870
SOUTHERNSUN ASSET MANAGEMENT, LLC $38,175,230 2.84% 934,751
GEODE CAPITAL MANAGEMENT, LLC $37,268,255 2.78% 912,543
LOOMIS SAYLES & CO L P $27,444,234 2.05% 671,994
AMERICAN CENTURY COMPANIES INC $27,262,987 2.03% 667,556
ROYCE & ASSOCIATES LP $26,386,356 1.97% 646,091
ALGERT GLOBAL LLC $23,939,019 1.78% 586,166
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $23,247,475 1.73% 569,233
FULLER & THALER ASSET MANAGEMENT, INC. $22,651,579 1.69% 554,642
TWO SIGMA INVESTMENTS, LP $17,163,500 1.28% 420,262
NORTHERN TRUST CORP $13,100,776 0.98% 320,783
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,222,186 0.91% 299,270
RAYMOND JAMES FINANCIAL INC $11,737,007 0.87% 287,390
MANUFACTURERS LIFE INSURANCE COMPANY, THE $11,563,151 0.86% 283,133
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $11,036,560 0.82% 270,239
VANGUARD FIDUCIARY TRUST CO $10,179,329 0.76% 249,249
ENVESTNET ASSET MANAGEMENT INC $9,684,266 0.72% 237,127
BANK OF AMERICA CORP /DE/ $9,394,015 0.70% 230,020
WHITTIER TRUST CO $9,163,841 0.68% 224,384
D. E. Shaw & Co., Inc. $8,900,547 0.66% 217,937
GOLDMAN SACHS GROUP INC $8,308,693 0.62% 203,445
MORGAN STANLEY $7,701,235 0.57% 188,571
DIAMOND HILL CAPITAL MANAGEMENT INC $7,322,366 0.55% 179,294
UBS Group AG $6,612,158 0.49% 161,904
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,304,797 0.47% 154,378
Trust Co of the South $6,061,825 0.45% 167,500
RICE HALL JAMES & ASSOCIATES, LLC $5,724,256 0.43% 140,163
AQR CAPITAL MANAGEMENT LLC $5,674,918 0.42% 138,955
STATE OF WISCONSIN INVESTMENT BOARD $5,673,451 0.42% 138,919
Russell Investments Group, Ltd. $5,618,806 0.42% 137,581
Trexquant Investment LP $5,211,388 0.39% 127,605
WHITTIER TRUST CO OF NEVADA INC $4,778,279 0.36% 117,000
Bank of New York Mellon Corp $4,506,038 0.34% 110,334
CITADEL ADVISORS LLC $4,086,898 0.30% 100,071
E. Ohman J:or Asset Management AB $4,033,194 0.30% 111,445
WELLS FARGO & COMPANY/MN $3,912,021 0.29% 95,789
DEUTSCHE BANK AG\ $3,898,952 0.29% 95,469
Lighthouse Investment Partners, LLC $3,657,467 0.27% 89,556
Empowered Funds, LLC $3,642,641 0.27% 89,193
FMR LLC $3,486,878 0.26% 85,379
AMERIPRISE FINANCIAL INC $3,482,630 0.26% 85,275
CAPTRUST FINANCIAL ADVISORS $3,447,222 0.26% 84,408
ROYAL BANK OF CANADA $3,310,245 0.25% 81,054
Nuveen, LLC $3,185,846 0.24% 78,008
TD Asset Management Inc $2,996,267 0.22% 73,366
Man Group plc $2,934,925 0.22% 71,864
Swiss National Bank $2,932,312 0.22% 71,800
Apollon Wealth Management, LLC $2,805,955 0.21% 77,534
Qube Research & Technologies Ltd $2,703,077 0.20% 66,187
DARK FOREST CAPITAL MANAGEMENT LP $2,692,172 0.20% 65,920
Riggs Asset Managment Co. Inc. $2,661,951 0.20% 65,180
Bragg Financial Advisors, Inc $2,425,977 0.18% 59,402
Invesco Ltd. $2,399,021 0.18% 58,742
JACOBS LEVY EQUITY MANAGEMENT, INC $2,290,266 0.17% 56,079
WCM INVESTMENT MANAGEMENT, LLC $2,261,269 0.17% 55,369
FIRST TRUST ADVISORS LP $2,222,676 0.17% 54,424
CenterBook Partners LP $2,186,165 0.16% 53,530
VOLORIDGE INVESTMENT MANAGEMENT, LLC $2,171,952 0.16% 53,182
WEDGE CAPITAL MANAGEMENT L L P/NC $2,148,926 0.16% 59,379
CHATHAM CAPITAL GROUP, INC. $2,131,699 0.16% 58,903
Motley Fool Asset Management LLC $2,064,094 0.15% 50,541
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,063,683 0.15% 50,531
RHUMBLINE ADVISERS $2,035,833 0.15% 49,849
FEDERATED HERMES, INC. $2,006,918 0.15% 49,141
OPPENHEIMER ASSET MANAGEMENT INC. $2,004,998 0.15% 49,094
ALLIANCEBERNSTEIN L.P. $1,902,735 0.14% 46,590
CITIGROUP INC $1,894,647 0.14% 46,392
SG Americas Securities, LLC $1,863,039 0.14% 45,618
Quantinno Capital Management LP $1,832,899 0.14% 44,880
MARSHALL WACE, LLP $1,818,032 0.14% 44,516
VICTORY CAPITAL MANAGEMENT INC $1,783,278 0.13% 43,665
HRT FINANCIAL LP $1,737,047 0.13% 42,533
JPMORGAN CHASE & CO $1,708,906 0.13% 41,844
PRICE T ROWE ASSOCIATES INC /MD/ $1,696,003 0.13% 41,528
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,668,640 0.12% 40,858
Walleye Capital LLC $1,632,497 0.12% 39,973
BNP PARIBAS ARBITRAGE, SA $1,618,162 0.12% 39,622
MML INVESTORS SERVICES, LLC $1,607,911 0.12% 39,371
Point72 Asset Management, L.P. $1,577,077 0.12% 38,616
STIFEL FINANCIAL CORP $1,509,364 0.11% 36,958
Legal & General Group Plc $1,484,001 0.11% 36,337
Creative Planning $1,483,471 0.11% 36,324
Sovran Advisors, LLC $1,403,344 0.10% 34,362
Homestead Advisers Corp $1,392,644 0.10% 34,100
PDT Partners, LLC $1,266,897 0.09% 31,021
SEI INVESTMENTS CO $1,252,031 0.09% 30,657
LPL Financial LLC $1,223,770 0.09% 29,965
OSAIC HOLDINGS, INC. $1,209,107 0.09% 29,606
VANGUARD ASSET MANAGEMENT, Ltd $1,200,450 0.09% 29,394
TRUIST FINANCIAL CORP $1,195,427 0.09% 29,271
GSA CAPITAL PARTNERS LLP $1,171,291 0.09% 28,680
Balyasny Asset Management L.P. $1,140,865 0.09% 27,935
SALEM INVESTMENT COUNSELORS INC $1,135,606 0.08% 31,379

Showing the top 100 of 244 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1462120 CUSIP 53803X105 13F (30d) 39 filings 39 filers Visit website Investor relations