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 $854.97M in LOB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of LOB tracked by InsiderSet, reporting ownership valued at approximately $113.53M in its March 31, 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 $146.93M, representing an estimated gain of +29.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed LOB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Barrow Hanley Mewhinney & Strauss Llc, Dimensional Fund Advisors Lp, 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
227
Total Reported Value
$854.97M
Largest Holder
Blackrock, Inc.
Largest Position
$113.53M
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,432,899 | $113,525,981 | $146,928,077 | +$33,402,096 | +29.42% | |
| Barrow Hanley Mewhinney & Strauss Llc | 0.18% | 1,621,903 | $53,636,333 | $69,417,448 | +$15,781,115 | +29.42% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,593,185 | $52,684,848 | $68,188,318 | +$15,503,470 | +29.43% | |
| Vanguard Capital Management Llc | 0.00% | 1,532,771 | $50,688,737 | $65,602,599 | +$14,913,862 | +29.42% | |
| State Street Corp | 0.00% | 1,437,315 | $47,532,007 | $61,517,082 | +$13,985,075 | +29.42% | |
| Gilder Gagnon Howe & Co Llc | 0.47% | 1,193,114 | $39,456,280 | $51,065,279 | +$11,608,999 | +29.42% | |
| Southernsun Asset Management, Llc | 4.95% | 1,033,539 | $34,179,135 | $44,235,469 | +$10,056,334 | +29.42% | |
| Vanguard Portfolio Management Llc | 0.00% | 908,146 | $30,032,388 | $38,868,649 | +$8,836,261 | +29.42% | |
| Geode Capital Management, Llc | 0.00% | 853,958 | $28,246,016 | $36,549,402 | +$8,303,386 | +29.40% | |
| Loomis Sayles & Co L P | 0.03% | 728,129 | $24,079,226 | $31,163,921 | +$7,084,695 | +29.42% | |
| William Blair Investment Management, Llc | 0.08% | 722,897 | $23,906,204 | $30,939,992 | +$7,033,788 | +29.42% | |
| Royce & Associates Lp | 0.19% | 573,850 | $18,977,220 | $24,560,780 | +$5,583,560 | +29.42% | |
| Two Sigma Investments, Lp | 0.01% | 434,168 | $14,357,936 | $18,582,390 | +$4,224,454 | +29.42% | |
| Northern Trust Corp | 0.00% | 324,387 | $10,727,478 | $13,883,764 | +$3,156,286 | +29.42% | |
| Goldman Sachs Group Inc | 0.00% | 319,000 | $10,549,330 | $13,653,200 | +$3,103,870 | +29.42% | |
| Fuller & Thaler Asset Management, Inc. | 0.04% | 314,828 | $10,411,375 | $13,474,638 | +$3,063,263 | +29.42% | |
| Charles Schwab Investment Management Inc | 0.00% | 290,634 | $9,611,266 | $12,439,135 | +$2,827,869 | +29.42% | |
| Manufacturers Life Insurance Company, The | 0.01% | 285,133 | $9,429,348 | $12,203,692 | +$2,774,344 | +29.42% | |
| Whittier Trust Co | 0.09% | 224,384 | $9,379,251 | $9,603,635 | +$224,384 | +2.39% | |
| D. E. Shaw & Co., Inc. | 0.01% | 263,003 | $8,697,509 | $11,256,528 | +$2,559,019 | +29.42% | |
| Raymond James Financial Inc | 0.00% | 262,788 | $8,690,380 | $11,247,326 | +$2,556,946 | +29.42% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 249,719 | $8,258,207 | $10,687,973 | +$2,429,766 | +29.42% | |
| Envestnet Asset Management Inc | 0.00% | 239,324 | $7,914,434 | $10,243,067 | +$2,328,633 | +29.42% | |
| Vanguard Fiduciary Trust Co | 0.00% | 234,168 | $7,743,936 | $10,022,390 | +$2,278,454 | +29.42% | |
| Morgan Stanley | 0.00% | 221,725 | $7,332,460 | $9,489,830 | +$2,157,370 | +29.42% | |
| Motley Fool Wealth Management, Llc | 0.78% | 209,559 | $6,930,112 | $8,969,125 | +$2,039,013 | +29.42% | |
| Trust Co Of The South | 0.96% | 167,500 | $6,840,700 | $7,169,000 | +$328,300 | +4.80% | |
| American Century Companies Inc | 0.00% | 181,787 | $6,011,701 | $7,780,484 | +$1,768,783 | +29.42% | |
| Bank Of America Corp | 0.00% | 174,613 | $5,774,452 | $7,473,436 | +$1,698,984 | +29.42% | |
| Diamond Hill Capital Management Inc | 0.04% | 169,580 | $5,608,011 | $7,258,024 | +$1,650,013 | +29.42% | |
| Bridgeway Capital Management, Llc | 0.10% | 154,378 | $5,105,280 | $6,607,378 | +$1,502,098 | +29.42% | |
| State Of Wisconsin Investment Board | 0.01% | 151,952 | $5,025,053 | $6,503,546 | +$1,478,493 | +29.42% | |
| Wcm Investment Management, Llc | 0.01% | 153,534 | $4,954,542 | $6,571,255 | +$1,616,713 | +32.63% | |
| Rice Hall James & Associates, Llc | 0.27% | 145,557 | $4,813,570 | $6,229,840 | +$1,416,270 | +29.42% | |
| Whittier Trust Co Of Nevada Inc | 0.09% | 117,000 | $4,809,890 | $5,007,600 | +$197,710 | +4.11% | |
| Apollon Wealth Management, Llc | 0.06% | 117,466 | $4,797,329 | $5,027,545 | +$230,216 | +4.80% | |
| Ubs Group Ag | 0.00% | 142,825 | $4,723,223 | $6,112,910 | +$1,389,687 | +29.42% | |
| Millennium Management Llc | 0.00% | 135,590 | $4,483,961 | $5,803,252 | +$1,319,291 | +29.42% | |
| Jacobs Levy Equity Management, Inc | 0.02% | 132,818 | $4,392,291 | $5,684,610 | +$1,292,319 | +29.42% | |
| Centerbook Partners Lp | 0.23% | 131,529 | $4,349,664 | $5,629,441 | +$1,279,777 | +29.42% | |
| Brevan Howard Capital Management Lp | 0.04% | 125,000 | $4,133,750 | $5,350,000 | +$1,216,250 | +29.42% | |
| E. Ohman J:Or Asset Management Ab | 0.09% | 98,745 | $4,032,746 | $4,226,286 | +$193,540 | +4.80% | |
| Ameriprise Financial Inc | 0.00% | 114,814 | $3,796,899 | $4,914,039 | +$1,117,140 | +29.42% | |
| Voloridge Investment Management, Llc | 0.01% | 109,633 | $3,625,563 | $4,692,292 | +$1,066,729 | +29.42% | |
| Aqr Capital Management Llc | 0.00% | 100,615 | $3,327,345 | $4,306,322 | +$978,977 | +29.42% | |
| Russell Investments Group, Ltd. | 0.00% | 100,573 | $3,325,977 | $4,304,524 | +$978,547 | +29.42% | |
| Bank Of New York Mellon Corp | 0.00% | 100,279 | $3,316,232 | $4,291,941 | +$975,709 | +29.42% | |
| Citadel Advisors Llc | 0.00% | 95,860 | $3,170,090 | $4,102,808 | +$932,718 | +29.42% | |
| Wells Fargo & Company/Mn | 0.00% | 90,913 | $3,006,500 | $3,891,076 | +$884,576 | +29.42% | |
| Deutsche Bank Ag\ | 0.00% | 89,284 | $2,952,622 | $3,821,355 | +$868,733 | +29.42% |
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.