LOB Institutional Ownership & Shareholders
LIVE OAK BANCSHARES INC (LOB) is currently held by 238 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
T. Rowe Price Investment Management, Inc. is currently the largest disclosed institutional shareholder of LOB tracked by InsiderSet, reporting ownership valued at approximately $264.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $223.07M, representing an estimated loss of -15.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed LOB value among the investors covered in this analysis. Major shareholders include T. Rowe Price Investment Management, Inc., Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in LIVE OAK BANCSHARES INC (LOB).
This page ranks the largest institutional LOB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
238
Total Reported Value
$1.34B
Largest Holder
T. Rowe Price Investment Management, Inc.
Largest Position
$264.30M
Insider Transactions (90d)
30
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 0.17% | 6,471,452 | $264,295,000 | $223,070,950 | -$41,224,050 | -15.60% | |
| Blackrock, Inc. | 0.00% | 3,515,856 | $143,587,571 | $121,191,556 | -$22,396,015 | -15.60% | |
| Vanguard Capital Management Llc | 0.00% | 1,654,730 | $67,579,173 | $57,038,543 | -$10,540,630 | -15.60% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,615,529 | $65,979,656 | $55,687,285 | -$10,292,371 | -15.60% | |
| State Street Corp | 0.00% | 1,367,619 | $55,875,998 | $47,141,827 | -$8,734,171 | -15.63% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.17% | 1,360,091 | $55,546,117 | $46,882,337 | -$8,663,780 | -15.60% | |
| Gilder Gagnon Howe & Co Llc | 0.47% | 1,123,910 | $45,900,484 | $38,741,178 | -$7,159,306 | -15.60% | |
| Vanguard Portfolio Management Llc | 0.00% | 996,870 | $40,712,171 | $34,362,109 | -$6,350,062 | -15.60% | |
| Southernsun Asset Management, Llc | 5.14% | 934,751 | $38,175,231 | $32,220,867 | -$5,954,364 | -15.60% | |
| Geode Capital Management, Llc | 0.00% | 912,543 | $37,275,789 | $31,455,357 | -$5,820,432 | -15.61% | |
| Loomis Sayles & Co L P | 0.03% | 671,994 | $27,444,235 | $23,163,633 | -$4,280,602 | -15.60% | |
| American Century Companies Inc | 0.01% | 667,556 | $27,262,993 | $23,010,655 | -$4,252,338 | -15.60% | |
| Royce & Associates Lp | 0.21% | 646,091 | $26,386,356 | $22,270,757 | -$4,115,599 | -15.60% | |
| Algert Global Llc | 0.28% | 586,166 | $23,939,019 | $20,205,142 | -$3,733,877 | -15.60% | |
| William Blair Investment Management, Llc | 0.07% | 569,233 | $23,247,476 | $19,621,462 | -$3,626,014 | -15.60% | |
| Fuller & Thaler Asset Management, Inc. | 0.06% | 554,642 | $22,651,589 | $19,118,510 | -$3,533,079 | -15.60% | |
| Two Sigma Investments, Lp | 0.01% | 420,262 | $17,163,500 | $14,486,431 | -$2,677,069 | -15.60% | |
| Northern Trust Corp | 0.00% | 320,783 | $13,100,777 | $11,057,390 | -$2,043,387 | -15.60% | |
| Charles Schwab Investment Management Inc | 0.00% | 299,270 | $12,222,187 | $10,315,837 | -$1,906,350 | -15.60% | |
| Raymond James Financial Inc | 0.00% | 287,390 | $11,737,009 | $9,906,333 | -$1,830,676 | -15.60% | |
| Manufacturers Life Insurance Company, The | 0.01% | 283,133 | $11,563,152 | $9,759,595 | -$1,803,557 | -15.60% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 270,239 | $11,036,561 | $9,315,138 | -$1,721,423 | -15.60% | |
| Vanguard Fiduciary Trust Co | 0.00% | 249,249 | $10,179,329 | $8,591,613 | -$1,587,716 | -15.60% | |
| Envestnet Asset Management Inc | 0.00% | 237,127 | $9,684,259 | $8,173,768 | -$1,510,491 | -15.60% | |
| Bank Of America Corp | 0.00% | 230,020 | $9,394,017 | $7,928,789 | -$1,465,228 | -15.60% | |
| Whittier Trust Co | 0.09% | 224,384 | $9,379,251 | $7,734,516 | -$1,644,735 | -17.54% | |
| D. E. Shaw & Co., Inc. | 0.01% | 217,937 | $8,900,547 | $7,512,288 | -$1,388,259 | -15.60% | |
| Goldman Sachs Group Inc | 0.00% | 203,445 | $8,308,694 | $7,012,749 | -$1,295,945 | -15.60% | |
| Morgan Stanley | 0.00% | 188,571 | $7,701,305 | $6,500,042 | -$1,201,263 | -15.60% | |
| Diamond Hill Capital Management Inc | 0.06% | 179,294 | $7,322,367 | $6,180,264 | -$1,142,103 | -15.60% | |
| Ubs Group Ag | 0.00% | 161,904 | $6,612,159 | $5,580,831 | -$1,031,328 | -15.60% | |
| Bridgeway Capital Management, Llc | 0.11% | 154,378 | $6,304,798 | $5,321,410 | -$983,388 | -15.60% | |
| Trust Co Of The South | 0.85% | 167,500 | $6,061,825 | $5,773,725 | -$288,100 | -4.75% | |
| Rice Hall James & Associates, Llc | 0.28% | 140,163 | $5,724,257 | $4,831,419 | -$892,838 | -15.60% | |
| Aqr Capital Management Llc | 0.00% | 138,955 | $5,674,941 | $4,789,779 | -$885,162 | -15.60% | |
| State Of Wisconsin Investment Board | 0.01% | 138,919 | $5,673,452 | $4,788,538 | -$884,914 | -15.60% | |
| Russell Investments Group, Ltd. | 0.00% | 137,581 | $5,618,888 | $4,742,417 | -$876,471 | -15.60% | |
| Trexquant Investment Lp | 0.03% | 127,605 | $5,211,388 | $4,398,544 | -$812,844 | -15.60% | |
| Whittier Trust Co Of Nevada Inc | 0.09% | 117,000 | $4,809,890 | $4,032,990 | -$776,900 | -16.15% | |
| Bank Of New York Mellon Corp | 0.00% | 110,334 | $4,506,074 | $3,803,213 | -$702,861 | -15.60% | |
| Citadel Advisors Llc | 0.00% | 100,071 | $4,086,900 | $3,449,447 | -$637,453 | -15.60% | |
| E. Ohman J:Or Asset Management Ab | 0.09% | 111,445 | $4,033,195 | $3,841,509 | -$191,686 | -4.75% | |
| Wells Fargo & Company/Mn | 0.00% | 95,789 | $3,912,024 | $3,301,847 | -$610,177 | -15.60% | |
| Deutsche Bank Ag\ | 0.00% | 95,469 | $3,898,955 | $3,290,816 | -$608,139 | -15.60% | |
| Lighthouse Investment Partners, Llc | 0.11% | 89,556 | $3,657,467 | $3,086,995 | -$570,472 | -15.60% | |
| Empowered Funds, Llc | 0.02% | 89,193 | $3,642,643 | $3,074,483 | -$568,160 | -15.60% | |
| Fmr Llc | 0.00% | 85,379 | $3,486,882 | $2,943,014 | -$543,868 | -15.60% | |
| Ameriprise Financial Inc | 0.00% | 85,275 | $3,482,630 | $2,939,429 | -$543,201 | -15.60% | |
| Captrust Financial Advisors | 0.01% | 84,408 | $3,447,217 | $2,909,544 | -$537,673 | -15.60% | |
| Royal Bank Of Canada | 0.00% | 81,054 | $3,310,000 | $2,793,931 | -$516,069 | -15.59% |
Frequently asked questions about LOB
Who are the largest institutional holders of LOB?
The largest institutional holders of LOB reported in the latest SEC Form 13F filings include T. Rowe Price Investment Management, Inc., Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and State Street Corp. InsiderSet ranks institutional holders by their latest reported LOB position.
What is LOB institutional ownership?
This page tracks LOB positions reported by institutional investment managers through SEC Form 13F. LIVE OAK BANCSHARES INC (LOB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LOB?
InsiderSet currently tracks 238 institutional managers reporting LOB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LOB shareholders.
How much LOB stock do institutions own?
Institutional investment managers disclosed approximately $1.34B in LOB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LOB institutional ownership last updated?
The latest LOB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LOB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LOB position after the reporting date.
Are institutions buying or selling LOB?
Institutional buying and selling can be analyzed by comparing LOB positions across consecutive 13F reporting periods. InsiderSet's LOB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LOB ownership changes.
How has LOB institutional ownership changed over time?
InsiderSet tracks LOB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.