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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 65.16% institutional investors, 22.89% insiders, and 11.95% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.14% of LOB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.09% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares65.16%22.89%11.95%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.49M14.14%$214.63M
Blackrock funding, inc. /de3.43M7.48%$113.53M
Vanguard group2.70M5.89%$92.84M
Barrow hanley mewhinney & strauss1.62M3.53%$53.64M
Dimensional fund advisors lp1.59M3.47%$52.68M
State street1.44M3.13%$47.53M
Gilder gagnon howe1.19M2.60%$39.46M
Southernsun asset management1.03M2.25%$34.18M
Geode capital management853.96K1.86%$28.25M
Loomis sayles & co l p728.13K1.59%$24.08M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management1.03M4.95%$34.18M
Pmc fig opportunities24.31K1.24%$803.83K
Trust co of the south167.50K0.89%$5.54M
Motley fool wealth management209.56K0.78%$6.93M
Riggs asset managment71.79K0.49%$2.37M
Gilder gagnon howe1.19M0.47%$39.46M
Rice hall james & associates145.56K0.27%$4.81M
Chatham capital group52.55K0.25%$1.74M
Centerbook partners lp131.53K0.23%$4.35M
Royce & associates lp573.85K0.19%$18.98M

Top Buyers

HolderShares% AssetsChange
Gilder gagnon howe1.19M0.47%1.19M
Royce & associates lp573.85K0.19%326.51K
Vanguard fiduciary trust234.17K0.00%234.17K
Loomis sayles & co l p728.13K0.03%169.72K
Wcm investment management153.53K0.01%153.53K

Top Sellers

HolderShares% AssetsChange
Capital investors---2.04M
Newedge wealth---1.26M
Abrdn---336.72K
Qube research12.63K0.00%-209.86K
Blackrock funding, inc. /de3.43M0.00%-143.09K

New Positions

HolderShares% AssetsChangeValue
Gilder gagnon howe1.19M0.47%1.19M$39.46M
Vanguard fiduciary trust234.17K0.00%234.17K$7.74M
Wcm investment management153.53K0.01%153.53K$4.95M
Norges bank102.55K0.00%102.55K$4.06M
Riggs asset managment71.79K0.49%71.79K$2.37M

Sold Out

HolderChange
Bay harbor wealth management-1.00
National bank of canada /fi/-1.00
Tfc financial management-1.00
Claris advisors, llc / mo /-2.00
Capital performance advisors llp-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026194-16.38%29,913,625-8.29%651.29%94-12.96%61-23.75%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.35M5.09%-
American Funds SMALLCAP World A2.04M4.50%880.53K
T. Rowe Price U.S. SC Value Eq Tr-D1.53M3.30%39.65K
T. Rowe Price U.S. SC Value Eq Tr-Z1.39M3.05%57.58K
Vanguard Total Stock Mkt Idx Inv1.08M2.33%-
Vanguard US Total Market Shares ETF1.04M2.29%1.55K
T. Rowe Price US Small-Cap Core Equity966.69K2.09%-1.46K
T. Rowe Price Small-Cap Stock966.69K2.09%-
iShares Russell 2000 ETF842.32K1.82%7.10K
SouthernSun Small Cap782.19K1.69%-77.52K

Recent Insider Transactions

DateNameRoleActivityValue
Jun 04, 2026MAHAN JAMES S III Chief Executive OfficerSell$369.66K
Jun 04, 2026MAHAN JAMES S III Chief Executive OfficerSell$2.97K
Jun 03, 2026MAHAN JAMES S III Chief Executive OfficerSell$23.66K
Jun 03, 2026MAHAN JAMES S III Chief Executive OfficerSell$341.01K
May 28, 2026MAHAN JAMES S III Chief Executive OfficerSell$372.48K

Insider Transactions Trends

DateBuySell
2026 Q2-13
2026 Q1123
2025 Q4111
2025 Q31-
2025 Q221

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 65.16%, followed by 22.89% insiders and 11.95% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 38.44%, which Live Oak Bancshares exceeds.

Who owns the most shares of Live Oak Bancshares?

Live Oak Bancshares’s largest shareholders are T. rowe price investment management (6.49M shares, 14.14%), Blackrock funding, inc. /de (3.43M shares, 7.48%), and Vanguard group (2.7M shares, 5.89%). Together, they hold 27.50% 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 4.95% of its assets in 1.03M Live Oak Bancshares shares, valued at 34.18M$.

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 5.09% of its total shares outstanding invested in 2.35M Live Oak Bancshares shares.

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