LIVE OAK BANCSHARES INC (LOB) Institutional Shareholders
LIVE OAK BANCSHARES INC (LOB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.34B in LOB holdings during the latest filing period.
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 $247.53M, representing an estimated loss of -6.34% 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
232
Total Reported Value
$1.34B
Largest Holder
T. Rowe Price Investment Management, Inc.
Largest Position
$264.30M
Insider Transactions (90d)
33
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $247,533,039 | -$16,761,961 | -6.34% | |
| Blackrock, Inc. | 0.00% | 3,515,856 | $143,587,571 | $134,481,492 | -$9,106,079 | -6.34% | |
| Vanguard Capital Management Llc | 0.00% | 1,654,730 | $67,579,173 | $63,293,423 | -$4,285,751 | -6.34% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,615,529 | $65,979,656 | $61,793,984 | -$4,185,672 | -6.34% | |
| State Street Corp | 0.00% | 1,367,619 | $55,875,998 | $52,311,427 | -$3,564,571 | -6.38% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.17% | 1,360,091 | $55,546,117 | $52,023,481 | -$3,522,636 | -6.34% | |
| Gilder Gagnon Howe & Co Llc | 0.47% | 1,123,910 | $45,900,484 | $42,989,558 | -$2,910,927 | -6.34% | |
| Vanguard Portfolio Management Llc | 0.00% | 996,870 | $40,712,171 | $38,130,278 | -$2,581,894 | -6.34% | |
| Southernsun Asset Management, Llc | 5.14% | 934,751 | $38,175,231 | $35,754,226 | -$2,421,005 | -6.34% | |
| Geode Capital Management, Llc | 0.00% | 912,543 | $37,275,789 | $34,904,770 | -$2,371,019 | -6.36% | |
| Loomis Sayles & Co L P | 0.03% | 671,994 | $27,444,235 | $25,703,771 | -$1,740,465 | -6.34% | |
| American Century Companies Inc | 0.01% | 667,556 | $27,262,993 | $25,534,017 | -$1,728,976 | -6.34% | |
| Royce & Associates Lp | 0.21% | 646,091 | $26,386,356 | $24,712,981 | -$1,673,375 | -6.34% | |
| Algert Global Llc | 0.28% | 586,166 | $23,939,019 | $22,420,850 | -$1,518,170 | -6.34% | |
| William Blair Investment Management, Llc | 0.07% | 569,233 | $23,247,476 | $21,773,162 | -$1,474,314 | -6.34% | |
| Fuller & Thaler Asset Management, Inc. | 0.06% | 554,642 | $22,651,589 | $21,215,057 | -$1,436,533 | -6.34% | |
| Two Sigma Investments, Lp | 0.01% | 420,262 | $17,163,500 | $16,075,022 | -$1,088,479 | -6.34% | |
| Northern Trust Corp | 0.00% | 320,783 | $13,100,777 | $12,269,950 | -$830,827 | -6.34% | |
| Charles Schwab Investment Management Inc | 0.00% | 299,270 | $12,222,187 | $11,447,078 | -$775,110 | -6.34% | |
| Raymond James Financial Inc | 0.00% | 287,390 | $11,737,009 | $10,992,668 | -$744,342 | -6.34% | |
| Manufacturers Life Insurance Company, The | 0.01% | 283,133 | $11,563,152 | $10,829,837 | -$733,315 | -6.34% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 270,239 | $11,036,561 | $10,336,642 | -$699,919 | -6.34% | |
| Vanguard Fiduciary Trust Co | 0.00% | 249,249 | $10,179,329 | $9,533,774 | -$645,555 | -6.34% | |
| Envestnet Asset Management Inc | 0.00% | 237,127 | $9,684,259 | $9,070,108 | -$614,151 | -6.34% | |
| Bank Of America Corp | 0.00% | 230,020 | $9,394,017 | $8,798,265 | -$595,752 | -6.34% | |
| Whittier Trust Co | 0.09% | 224,384 | $9,379,251 | $8,582,688 | -$796,563 | -8.49% | |
| D. E. Shaw & Co., Inc. | 0.01% | 217,937 | $8,900,547 | $8,336,090 | -$564,457 | -6.34% | |
| Goldman Sachs Group Inc | 0.00% | 203,445 | $8,308,694 | $7,781,771 | -$526,923 | -6.34% | |
| Morgan Stanley | 0.00% | 188,571 | $7,701,305 | $7,212,841 | -$488,464 | -6.34% | |
| Diamond Hill Capital Management Inc | 0.06% | 179,294 | $7,322,367 | $6,857,996 | -$464,372 | -6.34% | |
| Trust Co Of The South | 0.96% | 167,500 | $6,840,700 | $6,406,875 | -$433,825 | -6.34% | |
| Ubs Group Ag | 0.00% | 161,904 | $6,612,159 | $6,192,828 | -$419,331 | -6.34% | |
| Bridgeway Capital Management, Llc | 0.11% | 154,378 | $6,304,798 | $5,904,959 | -$399,840 | -6.34% | |
| Rice Hall James & Associates, Llc | 0.28% | 140,163 | $5,724,257 | $5,361,235 | -$363,022 | -6.34% | |
| Aqr Capital Management Llc | 0.00% | 138,955 | $5,674,941 | $5,315,029 | -$359,912 | -6.34% | |
| State Of Wisconsin Investment Board | 0.01% | 138,919 | $5,673,452 | $5,313,652 | -$359,800 | -6.34% | |
| Russell Investments Group, Ltd. | 0.00% | 137,581 | $5,618,888 | $5,262,473 | -$356,415 | -6.34% | |
| Trexquant Investment Lp | 0.03% | 127,605 | $5,211,388 | $4,880,891 | -$330,497 | -6.34% | |
| Whittier Trust Co Of Nevada Inc | 0.09% | 117,000 | $4,809,890 | $4,475,250 | -$334,640 | -6.96% | |
| Apollon Wealth Management, Llc | 0.06% | 117,466 | $4,797,329 | $4,493,075 | -$304,255 | -6.34% | |
| Bank Of New York Mellon Corp | 0.00% | 110,334 | $4,506,074 | $4,220,276 | -$285,799 | -6.34% | |
| Citadel Advisors Llc | 0.00% | 100,071 | $4,086,900 | $3,827,716 | -$259,184 | -6.34% | |
| E. Ohman J:Or Asset Management Ab | 0.09% | 98,745 | $4,032,746 | $3,776,996 | -$255,750 | -6.34% | |
| Wells Fargo & Company/Mn | 0.00% | 95,789 | $3,912,024 | $3,663,929 | -$248,095 | -6.34% | |
| Deutsche Bank Ag\ | 0.00% | 95,469 | $3,898,955 | $3,651,689 | -$247,266 | -6.34% | |
| Lighthouse Investment Partners, Llc | 0.11% | 89,556 | $3,657,467 | $3,425,517 | -$231,950 | -6.34% | |
| Empowered Funds, Llc | 0.02% | 89,193 | $3,642,643 | $3,411,632 | -$231,011 | -6.34% | |
| Fmr Llc | 0.00% | 85,379 | $3,486,882 | $3,265,747 | -$221,135 | -6.34% | |
| Ameriprise Financial Inc | 0.00% | 85,275 | $3,482,630 | $3,261,769 | -$220,861 | -6.34% | |
| Captrust Financial Advisors | 0.01% | 84,408 | $3,447,217 | $3,228,606 | -$218,611 | -6.34% |
Frequently asked questions about LOB
Who owns the most LOB stock?
The largest holders of LOB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LIVE OAK BANCSHARES INC (LOB).
Is LOB widely held by superinvestors?
Many widely followed stocks like LOB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LOB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.