Who owns Live Oak Bancshares, Inc.?
Institutional ownership of LOB from SEC Form 13F filings across 177 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.
177
13F holders
$677.3M
value, 2026 filers
36.2%
of shares outstanding (16.7M sh)
31
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.5M | $143.6M | 0.0% | 7.6% | +2.4% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $67.6M | 0.0% | 3.6% | -46.0% |
| 3 | GILDER GAGNON HOWE & CO LLC | 1.1M | $45.9M | 0.5% | 2.4% | -5.8% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 996,870 | $40.7M | 0.0% | 2.2% | +9.8% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 912,543 | $37.3M | 0.0% | 2% | +6.9% |
| 6 | AMERICAN CENTURY COMPANIES INC | 667,556 | $27.3M | 0.0% | 1.4% | +267.2% |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 569,233 | $23.2M | 0.1% | 1.2% | -21.3% |
| 8 | TWO SIGMA INVESTMENTS, LP | 420,262 | $17.2M | 0.0% | 0.9% | -3.2% |
| 9 | NORTHERN TRUST CORP | 320,783 | $13.1M | 0.0% | 0.7% | -1.1% |
| 10 | Sixth Street Partners Management Company, L.P.NEW | 299,270 | $12.2M | 2.1% | 0.6% | new |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299,270 | $12.2M | 0.0% | 0.6% | +3.0% |
| 12 | RAYMOND JAMES FINANCIAL INC | 287,390 | $11.7M | 0.0% | 0.6% | +9.4% |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 283,133 | $11.6M | 0.0% | 0.6% | -0.7% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 249,249 | $10.2M | 0.0% | 0.5% | +6.4% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 237,127 | $9.7M | 0.0% | 0.5% | -0.9% |
| 16 | BANK OF AMERICA CORP /DE/ | 230,020 | $9.4M | 0.0% | 0.5% | +31.7% |
| 17 | WHITTIER TRUST CO | 224,384 | $9.4M | 0.1% | 0.5% | -0.7% |
| 18 | D. E. Shaw & Co., Inc. | 217,937 | $8.9M | 0.0% | 0.5% | -17.1% |
| 19 | GOLDMAN SACHS GROUP INC | 203,445 | $8.3M | 0.0% | 0.4% | -36.2% |
| 20 | MORGAN STANLEY | 188,571 | $7.7M | 0.0% | 0.4% | -15.0% |
| 21 | UBS Group AG | 161,904 | $6.6M | 0.0% | 0.3% | +13.4% |
| 22 | STATE OF WISCONSIN INVESTMENT BOARD | 138,919 | $5.7M | 0.0% | 0.3% | -8.6% |
| 23 | Russell Investments Group, Ltd. | 137,581 | $5.6M | 0.0% | 0.3% | +36.8% |
| 24 | Apollon Wealth Management, LLCNEW | 117,466 | $4.8M | 0.1% | 0.3% | new |
| 25 | WHITTIER TRUST CO OF NEVADA INC | 117,000 | $4.8M | 0.1% | 0.3% | -0.1% |
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.