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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 72.11% institutional investors, 22.86% insiders, and 5.03% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.10% of LOB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.06% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares72.11%22.86%5.03%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.47M14.10%$264.30M
Blackrock funding, inc. /de3.52M7.66%$143.59M
Vanguard group2.70M5.89%$92.84M
Vanguard capital management1.65M3.60%$67.58M
Dimensional fund advisors lp1.62M3.52%$65.98M
State street1.37M2.98%$55.88M
Barrow hanley mewhinney & strauss1.36M2.96%$55.55M
Gilder gagnon howe1.12M2.45%$45.90M
Southernsun asset management934.75K2.04%$38.18M
Geode capital management912.54K1.99%$37.28M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management934.75K5.14%$38.18M
Trust co of the south167.50K0.96%$6.84M
Riggs asset managment65.18K0.48%$2.66M
Gilder gagnon howe1.12M0.47%$45.90M
Chatham capital group58.90K0.31%$2.41M
Algert global586.17K0.28%$23.94M
Rice hall james & associates140.16K0.28%$5.72M
Royce & associates lp646.09K0.21%$26.39M
Dark forest capital management lp65.92K0.17%$2.69M
T. rowe price investment management6.47M0.17%$264.30M

Top Buyers

HolderShares% AssetsChange
American century companies667.56K0.01%485.77K
Sixth street partners management company299.27K0.00%299.27K
Fuller & thaler asset management554.64K0.06%239.81K
Algert global586.17K0.28%223.49K
Vanguard capital management1.65M0.00%121.96K

Top Sellers

HolderShares% AssetsChange
Capital investors---2.04M
Newedge wealth---1.26M
Abrdn---336.72K
Barrow hanley mewhinney & strauss1.36M0.17%-261.81K
Motley fool wealth management---209.56K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company299.27K0.00%299.27K$12.22M
Apollon wealth management117.47K0.06%117.47K$4.80M
Norges bank102.55K0.00%102.55K$4.06M
Man group71.86K0.00%71.86K$2.93M
Qube research66.19K0.00%66.19K$2.70M

Sold Out

HolderChange
Bay harbor wealth management-1.00
Freestone grove partners lp-1.00
Tfc financial management-1.00
National bank of canada /fi/-1.00
Claris advisors, llc / mo /-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20262415.24%33,102,0291.41%721.43%12111.01%66-14.29%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.34M5.06%-9.96K
American Funds SMALLCAP World A2.04M4.50%880.53K
T. Rowe Price U.S. SC Value Eq Tr-D1.52M3.28%-9.10K
T. Rowe Price U.S. SC Value Eq Tr-Z1.39M3.05%57.58K
Vanguard Total Stock Mkt Idx Inv1.18M2.56%105.50K
Vanguard MStar Total Stk Mkt Idx Invest1.18M2.55%-
Vanguard Morn Total Stk Mkt Idx Investor1.18M2.55%105.50K
Vanguard US Total Market Shares ETF1.04M2.29%1.55K
T. Rowe Price Small-Cap Stock965.64K2.09%-360.00
T. Rowe Price US Small-Cap Core Equity965.64K2.09%-1.05K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 03, 2026WILLIAMS WILLIAM L. III-Sell$264.22K
Sep 03, 2026MAHAN JAMES S III Chief Executive OfficerSell$397.47K
Sep 03, 2026Bradford Tonya Williams-Sell$63.82K
Sep 02, 2026WILLIAMS WILLIAM L. III-Sell$72.40K
Sep 02, 2026MAHAN JAMES S III Chief Executive OfficerSell$385.12K

Insider Transactions Trends

DateBuySell
2026 Q3-17
2026 Q2-17
2026 Q1123
2025 Q4111
2025 Q31-

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 72.11%, followed by 22.86% insiders and 5.03% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 56.79%, 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 (6.47M shares, 14.10%), Blackrock funding, inc. /de (3.52M shares, 7.66%), and Vanguard group (2.7M shares, 5.89%). Together, they hold 27.64% 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 5.14% of its assets in 934.75K Live Oak Bancshares shares, valued at 38.18M$.

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 5.06% of its total shares outstanding invested in 2.34M Live Oak Bancshares shares.

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