Institutional Ownership
Live Oak Bancshares Inc
CUSIP 53803X105COMLOBQ1 2026
Institutional Holders
220
13F filers
Shares Held
29.89M
Aggregate institutional
Institutional Value
$756.72M
Q1 2026
Net New Holders
-4
20 new · 24 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased82
Decreased78
Sold out24
Institutional Holders
220 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 3.43M | $113.53M | −143.1K | Reduced |
| 2 | Barrow Hanley Mewhinney & Strauss LLC | 1.62M | $53.64M | −104.0K | Reduced |
| 3 | Dimensional Fund Advisors LP | 1.59M | $52.68M | +54.8K | Added |
| 4 | State Street Corp | 1.44M | $47.53M | +128.9K | Added |
| 5 | Gilder Gagnon Howe & Co LLC | 1.19M | $39.46M | +1.19M | New |
| 6 | Southernsun Asset Management, LLC | 1.03M | $34.18M | +4.4K | Added |
| 7 | Geode Capital Management, LLC | 854.0K | $28.25M | +36.5K | Added |
| 8 | Loomis Sayles & Co L P | 728.1K | $24.08M | +169.7K | Added |
| 9 | William Blair Investment Management, LLC | 722.9K | $23.91M | +74.3K | Added |
| 10 | Royce & Associates LP | 573.9K | $18.98M | +326.5K | Added |
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