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. | 08/14/2026 | 6.47 M | $264.30 M | -0.29% | 13.99% |
| BLACKROCK, INC. | 08/07/2026 | 3.52 M | $143.59 M | 2.42% | 7.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.65 M | $67.58 M | 7.96% | 3.58% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.62 M | $65.98 M | 1.40% | 3.49% |
| STATE STREET CORP | 08/07/2026 | 1.37 M | $55.88 M | -4.85% | 2.96% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/12/2026 | 1.36 M | $55.55 M | -16.14% | 2.94% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 1.12 M | $45.90 M | -5.80% | 2.43% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 996.87 K | $40.71 M | 9.77% | 2.15% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 08/14/2026 | 934.75 K | $38.18 M | -9.56% | 2.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 912.54 K | $37.28 M | 6.86% | 1.97% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 671.99 K | $27.44 M | -7.71% | 1.45% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 667.56 K | $27.26 M | 267.22% | 1.44% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 646.09 K | $26.39 M | 12.59% | 1.40% |
| ALGERT GLOBAL LLC | 08/13/2026 | 586.17 K | $23.94 M | 61.62% | 1.27% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 569.23 K | $23.25 M | -21.26% | 1.23% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 554.64 K | $22.65 M | 76.17% | 1.20% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 420.26 K | $17.16 M | -3.20% | 0.91% |
| NORTHERN TRUST CORP | 08/13/2026 | 320.78 K | $13.10 M | -1.11% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 299.27 K | $12.22 M | 2.97% | 0.65% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 299.27 K | $12.22 M | 100.00% | 0.65% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 287.39 K | $11.74 M | 9.36% | 0.62% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 283.13 K | $11.56 M | -0.70% | 0.62% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 270.24 K | $11.04 M | 8.22% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 249.25 K | $10.18 M | 6.44% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 237.13 K | $9.68 M | -0.92% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 230.02 K | $9.39 M | 31.73% | 0.50% |
| WHITTIER TRUST CO | 07/28/2026 | 224.38 K | $9.38 M | -0.70% | 0.49% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 217.94 K | $8.90 M | -17.14% | 0.47% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 203.45 K | $8.31 M | -36.22% | 0.44% |
| MORGAN STANLEY | 08/13/2026 | 188.57 K | $7.70 M | -14.95% | 0.41% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/06/2026 | 179.29 K | $7.32 M | 5.73% | 0.39% |
| TRUST CO OF THE SOUTH | 07/01/2026 | 167.50 K | $6.84 M | 0.00% | 0.36% |
| UBS GROUP AG | 08/13/2026 | 161.90 K | $6.61 M | 13.36% | 0.35% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 154.38 K | $6.30 M | 0.00% | 0.33% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 140.16 K | $5.72 M | -3.71% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 138.96 K | $5.67 M | 38.11% | 0.30% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 138.92 K | $5.67 M | -8.58% | 0.30% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 137.58 K | $5.62 M | 36.80% | 0.30% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 127.61 K | $5.21 M | 89.96% | 0.28% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 117.47 K | $4.80 M | 100.00% | 0.25% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 117.00 K | $4.81 M | -0.12% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 110.33 K | $4.51 M | 10.03% | 0.24% |
| CITADEL ADVISORS LLC | 09/02/2026 | 100.07 K | $4.09 M | 4.39% | 0.22% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 07/10/2026 | 98.75 K | $4.03 M | 0.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 95.79 K | $3.91 M | 5.36% | 0.21% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 95.47 K | $3.90 M | 6.93% | 0.21% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 08/14/2026 | 89.56 K | $3.66 M | 83.38% | 0.19% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 89.19 K | $3.64 M | 0.01% | 0.19% |
| FMR LLC | 08/13/2026 | 85.38 K | $3.49 M | 187.19% | 0.18% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 85.28 K | $3.48 M | -25.73% | 0.18% |
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Live Oak Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 315 institutional investors and hedge funds held shares of Live Oak Bancshares Inc. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.47 M
BlackRock, Inc.: 3.52 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.65 M
DIMENSIONAL FUND ADVISORS LP: 1.62 M
STATE STREET CORP: 1.37 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 1.36 M
71.64% of Live Oak Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 41.12 M shares in the last 24 months. This purchase volume represents approximately $1.38 B in transactions.