Live Oak Bancshares, Inc. (LOB) Ownership

32.80 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

T. Rowe Price Investment Management,Inc. is the biggest individual institutional holder of Live Oak Bancshares, Inc. (LOB), owning a total of 6.5 million shares. Combined, the top 51 institutional holders of LOB own 93.26% of the company with a total of 42.2 million shares.

In the latest ownership report on June 30th 2025, the top 51 institutional holders increased their combined ownership of LOB by 1 million shares. 14 institutions bought 1,251,473 total additional shares and increased their ownership by an average of 25.40%. However 6 institutions sold 224,688 total shares and decreased their ownership by an average of 4.99%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Live Oak Bancshares, increased by a net total of 1,026,785 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Investment Management,Inc.	14.236%	0.396%	6,510,197	25,673	2025-06-30
BlackRock Inc	5.966%	0.985%	2,728,375	26,617	2025-06-30
Vanguard Group Inc	5.879%	1.158%	2,688,507	30,770	2025-06-30
Barrow Hanley Mewhinney & Strauss LLC	4.113%	21.088%	1,880,972	327,575	2025-06-30
Dimensional Fund Advisors, Inc.	3.368%	7.904%	1,540,164	112,819	2025-06-30
State Street Corp	2.848%	2.777%	1,302,631	35,201	2025-06-30
Diamond Hill Capital Management Inc	2.007%	-13.987%	917,663	-149,228	2025-06-30
SouthernSun Asset Management, LLC	1.967%	3.188%	899,729	27,795	2025-06-30
Geode Capital Management, LLC	1.787%	2.796%	817,181	22,230	2025-06-30
Millennium Management LLC	1.399%	-6.985%	639,836	-48,049	2025-06-30
D. E. Shaw & Co LP	0.967%	15.004%	442,173	57,687	2025-06-30
Goldman Sachs Group Inc	0.856%	48.142%	391,276	127,154	2025-06-30
Motley Fool Wealth Management LLC	0.802%	38.941%	366,608	102,749	2025-06-30
CenterBook Partners LP	0.779%	105.350%	356,416	182,851	2025-06-30
Trust Co of the South	0.722%	-0.182%	330,000	-600	2025-06-30
Hotchkis & Wiley Capital Management LLC	0.709%	105.807%	324,348	166,750	2025-06-30
Northern Trust Corp	0.652%	-2.690%	298,297	-8,247	2025-06-30
Manufacturers Life Insurance Co	0.645%	-1.206%	295,171	-3,602	2025-06-30
Nuveen, LLC	0.633%	-4.915%	289,458	-14,962	2025-06-30
Charles Schwab Investment Management Inc	0.626%	1.995%	286,477	5,602	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Investment Management,Inc.	14.236%	0.396%	6,510,197	25,673	2025-06-30
T. Rowe Price Associates, Inc.	12.824%	4.118%	5,640,107	223,059	2022-06-30
BlackRock Inc	5.966%	0.985%	2,728,375	26,617	2025-06-30
Vanguard Group Inc	5.879%	1.158%	2,688,507	30,770	2025-06-30
Capital Research & Mgmt Co - Division 3	4.478%	75.831%	2,041,706	880,530	2024-12-31
Barrow Hanley Mewhinney & Strauss LLC	4.113%	21.088%	1,880,972	327,575	2025-06-30
Dimensional Fund Advisors, Inc.	3.368%	7.904%	1,540,164	112,819	2025-06-30
AllianceBernstein L.P.	3.380%	-1.284%	1,486,557	-19,334	2022-06-30
State Street Corp	2.848%	2.777%	1,302,631	35,201	2025-06-30
State Street Corporation	2.222%	2.432%	1,000,452	23,751	2024-03-31
Diamond Hill Capital Management Inc	2.007%	-13.987%	917,663	-149,228	2025-06-30
SouthernSun Asset Management, LLC	1.967%	3.188%	899,729	27,795	2025-06-30
Ameriprise Financial Inc	1.813%	-3.115%	826,456	-26,572	2024-12-31
Geode Capital Management, LLC	1.787%	2.796%	817,181	22,230	2025-06-30
Artisan Partners Limited Partnership	1.722%	-1.545%	762,754	-11,966	2022-12-31
Millennium Management LLC	1.399%	-6.985%	639,836	-48,049	2025-06-30
D. E. Shaw & Co LP	0.967%	15.004%	442,173	57,687	2025-06-30
Rheos Capital Works Inc	0.929%	0.000%	413,000	0	2023-03-31
Goldman Sachs Group Inc	0.856%	48.142%	391,276	127,154	2025-06-30
Nuveen Asset Management, LLC	0.822%	0.000%	374,981	0	2024-12-31
Balyasny Asset Management LLC	0.807%	2,211.740%	369,070	353,105	2025-03-31
Motley Fool Wealth Management LLC	0.802%	38.941%	366,608	102,749	2025-06-30
CenterBook Partners LP	0.779%	105.350%	356,416	182,851	2025-06-30
abrdn PLC	0.742%	9.995%	336,721	30,597	2024-12-31
aberdeen group PLC	0.739%	9.995%	336,721	30,597	2024-12-31
Marshall Wace Asset Management Ltd	0.760%	108.354%	336,623	175,060	2022-12-31
Trust Co of the South	0.722%	-0.182%	330,000	-600	2025-06-30
Hotchkis & Wiley Capital Management LLC	0.709%	105.807%	324,348	166,750	2025-06-30
Renaissance Technologies Corp	0.729%	47.005%	320,765	102,565	2022-06-30
Citadel Advisors Llc	0.682%	230.472%	311,741	217,409	2025-03-31
Salem Investment Counselors Inc	0.687%	-1.991%	304,741	-6,189	2023-03-31
North Reef Capital Management LP	0.665%	0.000%	300,012	300,012	2024-06-30
RMB Capital Management, LLC	0.682%	0.000%	300,000	300,000	2022-06-30
Northern Trust Corp	0.652%	-2.690%	298,297	-8,247	2025-06-30
Citigroup Inc	0.646%	428.232%	295,250	239,356	2025-03-31
Manufacturers Life Insurance Co	0.645%	-1.206%	295,171	-3,602	2025-06-30
Nuveen, LLC	0.633%	-4.915%	289,458	-14,962	2025-06-30
Charles Schwab Investment Management Inc	0.626%	1.995%	286,477	5,602	2025-06-30
Qube Research & Technologies	0.619%	186.677%	282,704	184,090	2025-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.583%	182.275%	265,965	171,743	2025-03-31
Credit Suisse First Boston (CSFB)	0.599%	42.690%	265,570	79,453	2022-12-31
Ronald Blue Trust, Inc.	0.562%	12,211.100%	252,994	250,939	2024-06-30
Vident Advisory, LLC	0.560%	0.340%	251,862	853	2024-03-31
Two Sigma Investments LLC	0.551%	-20.275%	243,325	-61,882	2022-09-30
Two Sigma Advisers, LLC	0.545%	24.163%	241,000	46,900	2022-09-30
Jacobs Levy Equity Management, Inc.	0.517%	27.265%	235,834	50,525	2024-12-31
Loomis, Sayles & Company LP	0.515%	6.126%	234,818	13,555	2024-12-31
American Century Companies Inc	0.491%	-24.268%	221,769	-71,063	2024-06-30
Davenport & Company LLC	0.500%	-0.094%	219,731	-207	2022-09-30
Federated Hermes Inc	0.485%	-8.564%	215,877	-20,220	2023-09-30
Bank of New York Mellon Corp	0.442%	1.399%	197,185	2,721	2023-09-30

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of Live Oak Bancshares, Inc. (LOB), owning a total of 2.5 million shares. Combined, the top 42 mutual fund holders of LOB own 60.89% of the company with a total of 27.6 million shares.

In the latest ownership report on August 31st 2025, the top 42 fund holders increased their combined ownership of LOB by 487 thousand shares. 2 funds bought 500,000 total additional shares and increased their ownership by an average of 77.96%. However 2 funds sold 12,532 total shares and decreased their ownership by an average of 1.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Live Oak Bancshares, increased by a net total of 487,468 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.874%	0.000%	857,126	0	2025-08-31
Diamond Hill Small-Mid Cap Equity	1.521%	56.101%	695,629	250,000	2025-08-31
American Beacon Small Cp Val R5	1.423%	-1.812%	650,922	-12,013	2025-08-31
Diamond Hill Small-Mid Cap I	1.094%	99.823%	500,443	250,000	2025-08-31
SPDR® S&P Regional Banking ETF	0.876%	0.000%	400,693	0	2025-08-31
Diamond Hill Small Cap Equity	0.488%	-0.232%	223,370	-519	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Small-Cap Value	5.365%	-0.229%	2,453,413	-5,625	2025-07-31
American Funds SMALLCAP World A	4.479%	75.831%	2,041,706	880,530	2024-12-31
T. Rowe Price U.S. SC Value Eq Tr-D	3.146%	3.381%	1,438,457	47,045	2025-06-30
T. Rowe Price U.S. SC Value Eq Tr-Z	3.052%	4.317%	1,391,412	57,580	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.294%	-2.170%	1,048,826	-23,268	2025-07-31
Vanguard US Total Market Shares ETF	2.290%	0.149%	1,043,853	1,554	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.263%	1.202%	1,006,734	11,953	2023-03-31
T. Rowe Price US Small-Cap Core Equity	2.128%	-0.180%	973,293	-1,759	2025-06-30
T. Rowe Price Small-Cap Stock	2.127%	-0.081%	972,509	-784	2025-07-31
iShares Russell 2000 ETF	1.874%	0.000%	857,126	0	2025-08-31
SouthernSun Small Cap	1.586%	-13.924%	725,325	-117,327	2025-06-30
Diamond Hill Small-Mid Cap Equity	1.521%	56.101%	695,629	250,000	2025-08-31
Columbia Small Cap Growth	1.513%	20.728%	671,156	115,233	2022-12-31
American Beacon Small Cp Val R5	1.423%	-1.812%	650,922	-12,013	2025-08-31
Columbia Small Cap Growth Inst	1.462%	-3.283%	649,123	-22,033	2023-02-28
CT (Lux) Glb Smlr Coms IU	1.385%	0.000%	631,545	0	2025-02-28
CT (Lux) Glb Smlr Coms IE	1.385%	2.747%	631,545	16,882	2025-01-31
Threadneedle (Lux) Glb Smlr Coms IE	1.237%	0.000%	550,294	0	2023-07-31
Federated Hermes MDT SCC Institutional	1.215%	-20.900%	540,318	-142,764	2023-03-31
Federated Hermes MDT Small Cap Core IS	1.215%	-20.900%	540,318	-142,764	2023-03-31
T. Rowe Price U.S. SC Core Eq Tr-D	1.097%	0.352%	501,607	1,759	2025-06-30
Diamond Hill Small-Mid Cap I	1.094%	99.823%	500,443	250,000	2025-08-31
T. Rowe Price U.S. SC Core Eq Tr-Z	1.096%	0.189%	499,848	942	2025-03-31
T. Rowe Price Instl Small-Cap Stock	1.064%	0.000%	486,595	0	2025-07-31
Vanguard Extended Market Index Investor	1.037%	-0.019%	460,239	-89	2023-08-31
Artisan U.S. Small-Cap Growth	0.957%	-4.761%	424,738	-21,233	2022-12-31
Artisan Small Cap Investor	0.957%	-4.761%	424,738	-21,233	2022-12-31
Vanguard Small Cap Index	0.908%	-0.655%	415,045	-2,736	2025-07-31
Rheos Hifumi World Mother Fund	0.929%	35.410%	413,000	108,000	2023-02-15
SPDR® S&P Regional Banking ETF	0.876%	0.000%	400,693	0	2025-08-31
SouthernSun Small Cap, N	0.874%	8.642%	399,745	31,799	2025-06-30
Vanguard Institutional Extnd Mkt Idx Tr	0.802%	-31.048%	366,568	-165,060	2025-07-31
Fidelity Small Cap Index	0.775%	0.706%	354,337	2,483	2025-06-30
Fidelity® Small Cap Index	0.732%	2.854%	325,441	9,030	2023-10-31
Diamond Hill Small Cap Inv	0.725%	-10.556%	322,650	-38,077	2023-11-30
iShares Russell 2000 Value ETF	0.679%	-0.132%	305,519	-404	2024-05-30
abrdn US Equity Small Cap	0.674%	13.185%	296,264	34,511	2022-09-30
iShares Russell 2000 Growth ETF	0.576%	0.000%	262,839	0	2025-05-31
CREF Stock R1	0.556%	-12.059%	253,439	-34,752	2025-02-28
Barrow Hanley Small Cap Value Equity	0.522%	20.963%	238,922	41,405	2025-06-30
Vanguard Small Cap Growth Index Inv	0.509%	-2.529%	232,759	-6,039	2025-07-31
Diamond Hill Small Cap Equity	0.488%	-0.232%	223,370	-519	2025-08-31