Live Oak Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 6.43 M | $220.82 M | -1.42% | 14.00% |
| BLACKROCK, INC. | 02/12/2026 | 3.58 M | $122.84 M | 11.07% | 7.79% |
| VANGUARD GROUP INC | 01/29/2026 | 2.70 M | $92.84 M | 0.64% | 5.89% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 1.73 M | $59.28 M | -2.84% | 3.76% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.54 M | $52.85 M | -0.44% | 3.35% |
| STATE STREET CORP | 02/13/2026 | 1.31 M | $44.95 M | 5.09% | 2.85% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 1.26 M | $43.26 M | 100.00% | 2.74% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 02/13/2026 | 1.03 M | $35.35 M | 15.07% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 817.44 K | $28.08 M | -1.06% | 1.78% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 648.56 K | $22.28 M | 100.00% | 1.41% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 558.41 K | $19.18 M | 100.00% | 1.22% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 370.86 K | $12.74 M | 0.00% | 0.81% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 338.49 K | $11.63 M | 22.88% | 0.74% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 293.24 K | $10.07 M | 1.44% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 291.96 K | $10.03 M | -0.92% | 0.64% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 288.12 K | $9.90 M | -0.84% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 286.16 K | $9.83 M | 84.41% | 0.62% |
| NORTHERN TRUST CORP | 02/17/2026 | 285.09 K | $9.79 M | -6.42% | 0.62% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 02/11/2026 | 282.70 K | $9.71 M | -13.68% | 0.62% |
| ALGERT GLOBAL LLC | 02/17/2026 | 273.51 K | $9.40 M | 18.68% | 0.60% |
| MORGAN STANLEY | 02/13/2026 | 273.10 K | $9.38 M | -4.54% | 0.59% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 266.54 K | $9.16 M | -3.66% | 0.58% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 258.07 K | $8.86 M | -8.79% | 0.56% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 247.34 K | $8.50 M | 100.00% | 0.54% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 223.58 K | $7.68 M | 43.91% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 220.27 K | $7.57 M | 18.46% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 217.50 K | $7.47 M | 5.62% | 0.47% |
| CITADEL ADVISORS LLC | 02/17/2026 | 210.18 K | $7.22 M | 30.44% | 0.46% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/06/2026 | 204.09 K | $7.01 M | -8.08% | 0.44% |
| WHITTIER TRUST CO | 01/26/2026 | 198.88 K | $7.23 M | 11.62% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 188.57 K | $6.48 M | -5.03% | 0.41% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 178.97 K | $6.15 M | 8.28% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 176.40 K | $6.06 M | 24.75% | 0.38% |
| TRUST CO OF THE SOUTH | 01/05/2026 | 167.50 K | $5.75 M | -49.24% | 0.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 161.55 K | $5.55 M | 96.59% | 0.35% |
| UBS GROUP AG | 01/29/2026 | 160.71 K | $5.52 M | 29.41% | 0.35% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 146.97 K | $5.05 M | -6.58% | 0.32% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 139.77 K | $4.80 M | 268.93% | 0.30% |
| CENTERBOOK PARTNERS LP | 02/11/2026 | 136.27 K | $4.68 M | -8.13% | 0.30% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 134.34 K | $4.61 M | -74.16% | 0.29% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 113.71 K | $3.91 M | -2.40% | 0.25% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 113.60 K | $3.90 M | 77.78% | 0.25% |
| NUVEEN, LLC | 02/12/2026 | 107.49 K | $3.69 M | -64.39% | 0.23% |
| WHITTIER TRUST CO OF NEVADA INC | 01/26/2026 | 106.34 K | $3.87 M | 3.17% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 103.54 K | $3.56 M | -41.29% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 102.40 K | $3.52 M | 8.61% | 0.22% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 102.06 K | $3.51 M | 48.62% | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 93.02 K | $3.20 M | 43.92% | 0.20% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 92.65 K | $3.18 M | -9.61% | 0.20% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 01/12/2026 | 90.33 K | $3.10 M | 0.16% | 0.20% |
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Live Oak Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 301 institutional investors and hedge funds held shares of Live Oak Bancshares Inc. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 239,324
WHITTIER TRUST CO: 225,955
Trust Co of the South: 167,500
UBS Group AG: 142,825
CenterBook Partners LP: 131,529
WHITTIER TRUST CO OF NEVADA INC: 117,136
71.06% of Live Oak Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 37.86 M shares in the last 24 months. This purchase volume represents approximately $1.27 B in transactions.