Institutional Ownership
Live Oak Bancshares Inc
CUSIP 53803X105COMLOBQ1 2026
13D / 13G Filings
29
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
17.7%
Max % of class reported
Institutional Holders
220
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
29 filings · latest Feb 5, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 5, 2026 | Mahan James S III | 13G/A | 14.4% | 6.62M | SEC |
| 2 | Nov 14, 2024 | T. Rowe Price Investment Management, Inc. | 13G/A | 14.3% | 6.46M | SEC |
| 3 | Feb 14, 2024 | T. Rowe Price Investment Management, Inc. | 13G/A | 14.3% | 6.37M | SEC |
| 4 | Feb 14, 2024 | Ameriprise Financial Inc | 13G/A | 2.0% | 884.3K | SEC |
| 5 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 5.6% | 2.51M | SEC |
| 6 | Jan 29, 2024 | Blackrock Inc. | 13G/A | 6.5% | 2.89M | SEC |
| 7 | Feb 16, 2023 | Blackrock Inc. | 13G/A | 5.3% | 2.33M | SEC |
| 8 | Feb 14, 2023 | T. Rowe Price Investment Management, Inc. | 13G/A | 14.2% | 6.23M | SEC |
| 9 | Feb 14, 2023 | Ameriprise Financial Inc | 13G | 5.0% | 2.22M | SEC |
| 10 | Feb 13, 2023 | Capital Research Global Investors | 13G/A | — | — | SEC |
19 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Live Oak Bancshares Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 3.43M | $113.53M |
| 2 | Barrow Hanley Mewhinney & Strauss LLC | 1.62M | $53.64M |
| 3 | Dimensional Fund Advisors LP | 1.59M | $52.68M |
| 4 | State Street Corp | 1.44M | $47.53M |
| 5 | Gilder Gagnon Howe & Co LLC | 1.19M | $39.46M |
| 6 | Southernsun Asset Management, LLC | 1.03M | $34.18M |
| 7 | Geode Capital Management, LLC | 854.0K | $28.25M |
| 8 | Loomis Sayles & Co L P | 728.1K | $24.08M |
| 9 | William Blair Investment Management, LLC | 722.9K | $23.91M |
| 10 | Royce & Associates LP | 573.9K | $18.98M |