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Live Oak Bancshares Ownership | Who Owns Live Oak Bancshares?

OverviewForecastRevenueFinancialsChartTranscripts

Live Oak Bancshares Ownership Summary

Live Oak Bancshares is owned by 11.73% institutional investors, 23.06% insiders, and 65.21% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.29% of LOB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.12% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares11.73%23.06%65.21%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.52M14.29%$229.67M
Blackrock funding, inc. /de3.58M7.79%$122.84M
Vanguard group2.70M5.89%$92.84M
Barrow hanley mewhinney & strauss1.73M3.76%$59.28M
Dimensional fund advisors lp1.54M3.35%$52.85M
Newedge wealth1.26M2.74%$43.26M
State street1.25M2.73%$43.85M
Southernsun asset management894.31K1.96%$31.50M
Geode capital management817.44K1.78%$28.08M
William blair investment management648.56K1.41%$22.28M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management894.31K4.08%$31.50M
Pmc fig opportunities70.71K3.76%$2.49M
Trust co of the south167.50K0.93%$5.75M
Motley fool wealth management282.70K0.75%$9.71M
Mendon capital advisors49.75K0.65%$1.68M
One8zero877.04K0.59%$2.71M
Persistent asset partners22.73K0.55%$800.45K
Newedge wealth1.26M0.49%$43.26M
Numerai gp67.65K0.34%$2.38M
Rice hall james & associates157.32K0.30%$5.54M

Top Buyers

HolderShares% AssetsChange
Newedge wealth1.26M0.49%1.26M
William blair investment management648.56K0.06%648.56K
Loomis sayles & co l p558.41K0.02%558.41K
Ameriprise financial519.96K0.00%408.59K
Blackrock funding, inc. /de3.58M0.00%356.50K

Top Sellers

HolderShares% AssetsChange
Capital investors---2.04M
Balyasny asset management---369.07K
Abrdn---336.72K
Qube research12.63K0.00%-209.86K
Nuveen107.49K0.00%-194.34K

New Positions

HolderShares% AssetsChangeValue
Newedge wealth1.26M0.49%1.26M$43.26M
William blair investment management648.56K0.06%648.56K$22.28M
Royce & associates lp247.34K0.09%247.34K$8.50M
Norges bank102.55K0.00%102.55K$4.06M
Mendon capital advisors49.75K0.65%49.75K$1.68M

Sold Out

HolderChange
Bay harbor wealth management-1.00
National bank of canada /fi/-1.00
Tfc financial management-1.00
Twin peaks wealth advisors-1.00
Capital performance advisors llp-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202564-71.56%5,385,605-82.35%110.26%32-73.11%15-76.19%
Sep 30, 202591-56.46%5,688,725-81.57%120.27%38-66.96%26-55.93%
Jun 30, 2025207-8.00%30,846,2122.54%671.54%115-9.45%5718.75%
Mar 31, 20252233.72%30,060,931-0.94%661.46%12511.61%48-7.69%
Dec 31, 2024202-4.72%28,754,731-3.19%631.47%10711.46%49-15.52%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.36M5.12%-101.16K
American Funds SMALLCAP World A2.04M4.50%880.53K
T. Rowe Price U.S. SC Value Eq Tr-D1.49M3.23%2.09K
T. Rowe Price U.S. SC Value Eq Tr-Z1.39M3.05%57.58K
Vanguard Total Stock Mkt Idx Inv1.08M2.34%-
Vanguard US Total Market Shares ETF1.04M2.29%1.55K
T. Rowe Price US Small-Cap Core Equity968.15K2.10%-2.65K
T. Rowe Price Small-Cap Stock968.15K2.10%-
iShares Russell 2000 ETF869.13K1.89%156.03K
SouthernSun Small Cap859.71K1.87%-5.29K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 05, 2026MAHAN JAMES S III Chief Executive OfficerSell$40.88K
Mar 05, 2026MAHAN JAMES S III Chief Executive OfficerSell$313.44K
Mar 04, 2026MAHAN JAMES S III Chief Executive OfficerSell$366.87K
Mar 02, 2026Seward Gregory W General CounselSell$110.10K
Mar 02, 2026Phifer Walter J Chief Financial OfficerSell$172.38K

Insider Transactions Trends

DateBuySell
2026 Q1121
2025 Q4111
2025 Q31-
2025 Q221
2025 Q1--

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 11.73%, followed by 23.06% insiders and 65.21% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 31.54%, which Live Oak Bancshares falls below.

Who owns the most shares of Live Oak Bancshares?

Live Oak Bancshares’s largest shareholders are T. rowe price investment management (6.52M shares, 14.29%), Blackrock funding, inc. /de (3.58M shares, 7.79%), and Vanguard group (2.7M shares, 5.89%). Together, they hold 27.97% of Live Oak Bancshares’s total shares outstanding.

Does Blackrock own Live Oak Bancshares?

BlackRock is not among the top 10 institutional shareholders of Live Oak Bancshares.

Who is Live Oak Bancshares’s biggest shareholder by percentage of total assets invested?

Southernsun asset management is Live Oak Bancshares’s biggest shareholder by percentage of total assets invested, with 4.08% of its assets in 894.31K Live Oak Bancshares shares, valued at 31.5M$.

Who is the top mutual fund holder of Live Oak Bancshares shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Live Oak Bancshares shares, with 5.12% of its total shares outstanding invested in 2.36M Live Oak Bancshares shares.

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