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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 12.47% institutional investors, 23.41% insiders, and 64.12% 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 5.36% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares12.47%23.41%64.12%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.52M14.29%$229.67M
Blackrock funding, inc. /de3.22M7.05%$113.39M
Vanguard group2.69M5.88%$94.58M
Barrow hanley mewhinney & strauss1.78M3.89%$62.56M
Dimensional fund advisors lp1.55M3.39%$54.42M
State street1.25M2.73%$43.85M
Southernsun asset management894.31K1.96%$31.50M
Geode capital management826.22K1.81%$29.10M
Ameriprise financial519.96K1.14%$18.31B
Nuveen asset management374.98K0.83%$14.83M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management894.31K4.08%$31.50M
Pmc fig opportunities70.71K3.76%$2.49M
Profit investment management48.27K2.14%$1.70M
Trust co of the south330.00K1.93%$11.62M
Motley fool wealth management327.49K0.78%$11.53M
Mendon capital advisors49.75K0.65%$1.68M
One8zero877.04K0.59%$2.71M
Persistent asset partners22.73K0.55%$800.45K
Numerai gp67.65K0.34%$2.38M
Rice hall james & associates157.32K0.30%$5.54M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de3.22M0.00%491.11K
Ameriprise financial519.96K0.00%408.59K
Whittier trust178.18K0.07%178.16K
Two sigma investments, lp155.17K0.01%112.95K
Norges bank102.55K0.00%102.55K

Top Sellers

HolderShares% AssetsChange
Capital investors---2.04M
Diamond hill capital management222.02K0.04%-695.64K
Balyasny asset management---369.07K
Abrdn---336.72K
Qube research12.63K0.00%-209.86K

New Positions

HolderShares% AssetsChangeValue
Norges bank102.55K0.00%102.55K$4.06M
Mendon capital advisors49.75K0.65%49.75K$1.68M
Emerald mutual fund advisers trust14.53K0.03%14.53K$511.61K
Aqr capital management12.77K0.00%12.77K$505.05K
Mariner9.87K0.00%9.87K$347.66K

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20242126.00%29,703,6810.06%651.51%961.05%583.57%

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
Dec 05, 2025MAHAN JAMES S III Chief Executive OfficerSell$328.09K
Dec 03, 2025MAHAN JAMES S III Chief Executive OfficerSell$130.24K
Dec 03, 2025MAHAN JAMES S III Chief Executive OfficerSell$200.23K
Nov 28, 2025MAHAN JAMES S III Chief Executive OfficerSell$320.43K
Nov 26, 2025MAHAN JAMES S III Chief Executive OfficerSell$321.72K

Insider Transactions Trends

DateBuySell
2025 Q416
2025 Q31-
2025 Q221
2025 Q1--
2024 Q413

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 12.47%, followed by 23.41% insiders and 64.12% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 38.26%, 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 (3.22M shares, 7.05%), and Vanguard group (2.69M shares, 5.88%). Together, they hold 27.23% 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 5.36% of its total shares outstanding invested in 2.45M Live Oak Bancshares shares.

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