LOB · Live Oak Bancshares, Inc. · Shareholders & Ownership
$35.15
-0.56 (-1.57%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$1.63B
Shares
46.28M
Volume · Oct 23
284.84K
Avg daily vol (3M)
224.38K
Every disclosed holder of LOB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns LOB
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 32,901,238 | 71.09% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 6,619,682 | 14.30% |
| Remaining | 6,762,700 | 14.61% |
| Registered funds (N-PORT, not summed) | 16,123,689 | 34.84% |
Shares outstanding: 46,283,620, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of LOB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,471,452 | ||
| 2 |
MAHAN JAMES S III
Insider
CIK 1036743 · Sep 10, 2026
Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed
|
6,174,875 | ||
| 2.1 |
|
6,619,682 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,515,856 | ||
| 3.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
949,687 | ||
| 3.2 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
254,620 | ||
| 3.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
190,903 | ||
| 3.4 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
165,729 | ||
| 3.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
68,233 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,654,730 | ||
| 5 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,615,529 | ||
| 5.1 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
224,484 | ||
| 5.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
199,233 | ||
| 5.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
189,744 | ||
| 5.4 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
164,964 | ||
| 5.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
152,276 | ||
| 6 |
|
1,367,619 | ||
| 6.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
353,482 | ||
| 6.2 |
State Street Institutional Small-Cap Equity Fund
Fund
S000001631 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL FUNDS, not summed
|
119,140 | ||
| 6.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
12,290 | ||
| 6.4 |
State Street Small-Cap Equity V.I.S. Fund
Fund
S000001636 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
5,513 | ||
| 6.5 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
2,501 | ||
| 7 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
CIK 313028 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,360,091 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,181,867 | ||
| 9 |
GILDER GAGNON HOWE & CO LLC
13F
CIK 902464 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,123,910 | ||
| 10 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
996,870 | ||
| 11 |
SOUTHERNSUN ASSET MANAGEMENT, LLC
13F
CIK 1089755 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
934,751 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
912,543 | ||
| 13 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
671,994 | ||
| 13.1 |
Loomis Sayles Small Cap Growth Fund
Fund
S000006705 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
363,610 | ||
| 14 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
667,556 | ||
| 15 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
646,091 | ||
| 15.1 |
Royce Small-Cap Total Return Fund
Fund
S000009510 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
352,411 | ||
| 15.2 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
107,380 | ||
| 16 |
ALGERT GLOBAL LLC
13F
CIK 1275218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
586,166 | ||
| 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
569,233 | ||
| 17.1 |
William Blair Small Cap Value Fund
Fund
S000008597 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
266,213 | ||
| 18 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
554,642 | ||
| 19 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
423,889 | ||
| 20 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
420,262 | ||
| 21 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
409,941 | ||
| 22 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
358,803 | ||
| 23 |
American Beacon Small Cap Value Fund
Fund
S000001818 · Registered fund · Jul 31, 2026
AMERICAN BEACON FUNDS, not summed
|
352,245 | ||
| 24 |
SouthernSun Small Cap Fund
Fund
S000070198 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE III, not summed
|
343,749 | ||
| 25 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
320,783 | ||
| 25.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
18,509 | ||
| 25.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
972 | ||
| 26 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
299,270 | ||
| 26.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
171,694 | ||
| 26.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
88,697 | ||
| 26.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
21,962 | ||
| 26.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
19,301 | ||
| 27 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
287,390 | ||
| 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
283,133 | ||
| 28.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
140,308 | ||
| 29 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
270,239 | ||
| 29.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
70,400 | ||
| 30 |
|
263,392 | ||
| 31 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
249,249 | ||
| 32 |
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY
Fund
S000063935 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
248,362 | ||
| 33 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
243,423 | ||
| 34 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,127 | ||
| 35 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
230,020 | ||
| 36 |
|
224,864 | ||
| 37 |
WHITTIER TRUST CO
13F
CIK 1137881 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
224,384 | ||
| 38 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
217,937 | ||
| 39 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,445 | ||
| 39.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
9,006 | ||
| 39.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
2,217 | ||
| 40 |
|
189,850 | ||
| 41 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
188,571 | ||
| 41.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
15 | ||
| 42 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
181,568 | ||
| 43 |
DIAMOND HILL CAPITAL MANAGEMENT INC
13F
CIK 1217541 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
179,294 | ||
| 43.1 |
DIAMOND HILL SMALL CAP FUND
Fund
S000003154 · Registered fund · Jun 30, 2026
Diamond Hill Funds, not summed
|
155,334 | ||
| 44 |
Trust Co of the South
13F
CIK 2008165 · Unknown · Sep 30, 2026
|
167,500 | ||
| 45 |
|
161,904 | ||
| 46 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,378 | ||
| 46.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
65,419 | ||
| 47 |
RICE HALL JAMES & ASSOCIATES, LLC
13F
CIK 1230765 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,163 | ||
| 47.1 |
Rice Hall James Micro Cap Portfolio
Fund
S000005702 · Registered fund · Oct 31, 2025
ADVISORS' INNER CIRCLE FUND, not summed
|
8,465 | ||
| 48 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,955 | ||
| 48.1 |
AQR Small Cap Multi-Style Fund
Fund
S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
11,718 | ||
| 49 |
STATE OF WISCONSIN INVESTMENT BOARD
13F
CIK 854157 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,919 | ||
| 50 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
137,581 | ||
| 50.1 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
24,107 | ||
| 50.2 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
2,802 |
29 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1462120
CUSIP
53803X105
13F (30d)
39 filings
39 filers
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