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Who owns LOBWhat LOB owns — n/a

Who owns Live Oak Bancshares, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of LOB from SEC Form 13F filings across 239 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 239 institutions disclosed 32.8M shares of Live Oak Bancshares, Inc. worth $1.34B — about 71% of shares outstanding; the largest disclosed holder is T. Rowe Price Investment Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

239

13F holders

$1.34B

value, 2026 filers

71%

of shares outstanding (32.8M sh)

35

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LOB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1T. Rowe Price Investment Management, Inc.6.5M$264.3M0.2%14%-0.3%
2BlackRock, Inc.3.5M$143.6M0.0%7.6%+2.4%
3VANGUARD CAPITAL MANAGEMENT LLC1.7M$67.6M0.0%3.6%+8.0%
4DIMENSIONAL FUND ADVISORS LP1.6M$66.0M0.0%3.5%+1.4%
5STATE STREET CORP1.4M$55.9M0.0%3%-4.8%
6BARROW HANLEY MEWHINNEY & STRAUSS LLC1.4M$55.5M0.2%2.9%-16.1%
7GILDER GAGNON HOWE & CO LLC1.1M$45.9M0.5%2.4%-5.8%
8VANGUARD PORTFOLIO MANAGEMENT LLC996,870$40.7M0.0%2.2%+9.8%
9SOUTHERNSUN ASSET MANAGEMENT, LLC934,751$38.2M5.1%2%-9.6%
10GEODE CAPITAL MANAGEMENT, LLC912,543$37.3M0.0%2%+6.9%
11LOOMIS SAYLES & CO L P671,994$27.4M0.0%1.5%-7.7%
12AMERICAN CENTURY COMPANIES INC667,556$27.3M0.0%1.4%+267.2%
13ROYCE & ASSOCIATES LP646,091$26.4M0.2%1.4%+12.6%
14ALGERT GLOBAL LLC586,166$23.9M0.3%1.3%+61.6%
15WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC569,233$23.2M0.1%1.2%-21.3%
16FULLER & THALER ASSET MANAGEMENT, INC.554,642$22.7M0.1%1.2%+76.2%
17TWO SIGMA INVESTMENTS, LP420,262$17.2M0.0%0.9%-3.2%
18NORTHERN TRUST CORP320,783$13.1M0.0%0.7%-1.1%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC299,270$12.2M0.0%0.6%+3.0%
20RAYMOND JAMES FINANCIAL INC287,390$11.7M0.0%0.6%+9.4%
21MANUFACTURERS LIFE INSURANCE COMPANY, THE283,133$11.6M0.0%0.6%-0.7%
22HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC270,239$11.0M0.0%0.6%+8.2%
23VANGUARD FIDUCIARY TRUST CO249,249$10.2M0.0%0.5%+6.4%
24ENVESTNET ASSET MANAGEMENT INC237,127$9.7M0.0%0.5%-0.9%
25BANK OF AMERICA CORP /DE/230,020$9.4M0.0%0.5%+31.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.