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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 67.59% institutional investors, 23.39% insiders, and 9.01% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.27% of LOB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.36% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares67.59%23.39%9.01%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.51M14.27%$194.00M
Blackrock funding, inc. /de2.73M5.98%$81.31M
Vanguard group2.63M5.84%$104.07M
Barrow hanley mewhinney & strauss1.88M4.12%$56.05M
Dimensional fund advisors lp1.42M3.15%$56.09M
Diamond hill capital management1.22M2.72%$48.41M
Southernsun asset management899.73K1.97%$26.81M
Ameriprise financial826.46K1.83%$32.69M
Geode capital management772.80K1.71%$30.57M
Nuveen asset management374.98K0.83%$14.83M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management899.73K3.76%$26.81M
Profit investment management48.27K2.14%$1.70M
Trust co of the south330.00K1.93%$11.62M
Mendon capital advisors50.00K0.97%$1.98M
Numerai gp175.02K0.75%$5.22M
Motley fool wealth management366.61K0.66%$10.92M
Rice hall james & associates157.32K0.30%$5.54M
Chatham capital group56.50K0.29%$1.99M
Centerbook partners lp116.35K0.27%$4.60M
Arcus capital partners20.00K0.26%$596.00K

Top Buyers

HolderShares% AssetsChange
Barrow hanley mewhinney & strauss1.88M0.19%327.57K
Hotchkis & wiley capital management324.35K0.03%166.75K
Boothbay fund management158.45K0.09%158.45K
Numerai gp175.02K0.75%110.95K
Motley fool wealth management366.61K0.66%102.75K

Top Sellers

HolderShares% AssetsChange
Capital investors---2.04M
Diamond hill capital management1.22M0.21%-415.12K
Balyasny asset management---369.07K
Abrdn---336.72K
Trillium asset management---134.27K

New Positions

HolderShares% AssetsChangeValue
Boothbay fund management158.45K0.09%158.45K$4.72M
Norges bank102.55K0.00%102.55K$4.06M
Lighthouse investment partners34.75K0.04%34.75K$1.04M
Susquehanna portfolio strategies29.77K0.02%29.77K$887.06K
State of wisconsin investment board19.72K0.00%19.72K$587.54K

Sold Out

HolderChange
Bay harbor wealth management-1.00
Tfc financial management-1.00
Capital performance advisors llp-2.00
Ifp advisors-2.00
Claris advisors, llc / mo /-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20242126.00%29,703,6810.06%651.51%961.05%583.57%
Jun 30, 2024200-1.48%29,685,8683.82%661.60%954.40%56-3.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.45M5.36%-5.63K
American Funds SMALLCAP World A2.04M4.50%880.53K
T. Rowe Price U.S. SC Value Eq Tr-D1.44M3.15%47.05K
T. Rowe Price U.S. SC Value Eq Tr-Z1.39M3.05%57.58K
Vanguard Total Stock Mkt Idx Inv1.05M2.30%-23.27K
Vanguard US Total Market Shares ETF1.04M2.29%1.55K
T. Rowe Price US Small-Cap Core Equity973.29K2.13%-1.76K
T. Rowe Price Small-Cap Stock972.51K2.13%-784.00
iShares Russell 2000 ETF857.13K1.87%-
SouthernSun Small Cap725.33K1.59%-117.33K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 18, 2025LUCHT DAVID G-Buy$100.50K
May 07, 2025Cameron William Henderson-Buy$130.50K
May 06, 2025Cameron William Henderson-Buy$129.61K
May 06, 2025Bradford Tonya Williams-Sell$66.28K
Nov 13, 2024SUTHERLAND JOHN W. Chief Accounting OfficerSell$616.84K

Insider Transactions Trends

DateBuySell
2025 Q31-
2025 Q221
2025 Q1--
2024 Q413
2024 Q3-1

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 67.59%, followed by 23.39% insiders and 9.02% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 53.95%, 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 (6.51M shares, 14.27%), Blackrock funding, inc. /de (2.73M shares, 5.98%), and Vanguard group (2.63M shares, 5.84%). Together, they hold 26.08% 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 3.76% of its assets in 899.73K Live Oak Bancshares shares, valued at 26.81M$.

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 5.36% of its total shares outstanding invested in 2.45M Live Oak Bancshares shares.

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