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. | 05/15/2026 | 6.49 M | $214.63 M | 0.96% | 14.14% |
| BLACKROCK, INC. | 05/13/2026 | 3.43 M | $113.53 M | -4.00% | 7.48% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 1.62 M | $53.64 M | -6.02% | 3.53% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.59 M | $52.68 M | 3.56% | 3.47% |
| 05/15/2026 | 1.53 M | $50.69 M | 100.00% | 3.34% | |
| STATE STREET CORP | 05/15/2026 | 1.44 M | $47.53 M | 9.85% | 3.13% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 1.19 M | $39.46 M | 100.00% | 2.60% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 05/13/2026 | 1.03 M | $34.18 M | 0.43% | 2.25% |
| 05/08/2026 | 908.15 K | $30.03 M | 100.00% | 1.98% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 853.96 K | $28.25 M | 4.47% | 1.86% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 728.13 K | $24.08 M | 30.39% | 1.59% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 722.90 K | $23.91 M | 11.46% | 1.57% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 573.85 K | $18.98 M | 132.01% | 1.25% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 434.17 K | $14.36 M | 51.72% | 0.95% |
| ALGERT GLOBAL LLC | 05/14/2026 | 362.68 K | $11.99 M | 32.60% | 0.79% |
| NORTHERN TRUST CORP | 05/14/2026 | 324.39 K | $10.73 M | 13.78% | 0.71% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 319.00 K | $10.55 M | 8.78% | 0.69% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 314.83 K | $10.41 M | 40.81% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 290.63 K | $9.61 M | -0.45% | 0.63% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 285.13 K | $9.43 M | -1.04% | 0.62% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 263.00 K | $8.70 M | -22.30% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 262.79 K | $8.69 M | 19.30% | 0.57% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 249.72 K | $8.26 M | -32.66% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 239.32 K | $7.91 M | 10.03% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 234.17 K | $7.74 M | 100.00% | 0.51% |
| WHITTIER TRUST CO | 04/28/2026 | 225.96 K | $7.64 M | 13.62% | 0.49% |
| MORGAN STANLEY | 05/15/2026 | 221.73 K | $7.33 M | -18.81% | 0.48% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 05/12/2026 | 209.56 K | $6.93 M | -25.87% | 0.46% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 181.79 K | $6.01 M | 96.21% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 174.61 K | $5.77 M | -7.40% | 0.38% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 169.58 K | $5.61 M | -16.91% | 0.37% |
| TRUST CO OF THE SOUTH | 04/06/2026 | 167.50 K | $5.54 M | 0.00% | 0.36% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 154.38 K | $5.11 M | -12.49% | 0.34% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 153.53 K | $4.95 M | 100.00% | 0.33% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 151.95 K | $5.03 M | 8.72% | 0.33% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 145.56 K | $4.81 M | -0.96% | 0.32% |
| UBS GROUP AG | 05/05/2026 | 142.83 K | $4.72 M | -11.13% | 0.31% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 135.59 K | $4.48 M | -47.46% | 0.30% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 132.82 K | $4.39 M | -50.17% | 0.29% |
| CENTERBOOK PARTNERS LP | 05/05/2026 | 131.53 K | $4.35 M | -3.48% | 0.29% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 125.00 K | $4.13 M | 150.00% | 0.27% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 117.14 K | $3.96 M | 10.16% | 0.26% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 114.81 K | $3.80 M | -14.53% | 0.25% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 109.63 K | $3.63 M | -38.74% | 0.24% |
| JPMORGAN CHASE & CO | 05/13/2026 | 106.62 K | $3.44 M | 101.17% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 100.62 K | $3.33 M | -1.74% | 0.22% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 100.57 K | $3.33 M | -1.46% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 100.28 K | $3.32 M | -3.15% | 0.22% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 04/16/2026 | 98.75 K | $3.27 M | 9.31% | 0.22% |
| CITADEL ADVISORS LLC | 05/15/2026 | 95.86 K | $3.17 M | -54.39% | 0.21% |
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Live Oak Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 293 institutional investors and hedge funds held shares of Live Oak Bancshares Inc. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.49 M
BlackRock, Inc.: 3.43 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 1.62 M
DIMENSIONAL FUND ADVISORS LP: 1.59 M
STATE STREET CORP: 1.44 M
GILDER GAGNON HOWE & CO LLC: 1.19 M
71.09% of Live Oak Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 38.00 M shares in the last 24 months. This purchase volume represents approximately $1.27 B in transactions.