LIVE OAK BANCSHARES INC LOB
$41.05
-1.8% 52w: $27.77 – $41.79
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data27.7734.7841.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
227
-1 QoQ
13F value
$1.08B
-9.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.6M calls / — puts
Institutional value by quarter
Number of holders
Who owns LOB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Long only active | 6.5M | $214.6M | 0.1% | -20.3% |
| BlackRock, Inc. | Index provider | 3.4M | $113.5M | 0.0% | -4.0% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 1.6M | $53.6M | 0.2% | -6.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.6M | $52.7M | 0.0% | +3.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.5M | $50.7M | 0.0% | — |
| STATE STREET CORP | Index provider | 1.4M | $47.5M | 0.0% | +9.8% |
| GILDER GAGNON HOWE & CO LLC | Other | 1.2M | $39.5M | 0.5% | New |
| SOUTHERNSUN ASSET MANAGEMENT, LLC ★3 | Fundamental concentrated | 1.0M | $34.2M | 5.0% | +0.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 908.1K | $30.0M | 0.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 854.0K | $28.2M | 0.0% | +4.5% |
| LOOMIS SAYLES & CO L P | Other | 728.1K | $24.1M | 0.0% | +30.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 722.9K | $23.9M | 0.1% | +11.5% |
| ROYCE & ASSOCIATES LP | Other | 573.9K | $19.0M | 0.2% | +132.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 434.2K | $14.4M | 0.0% | +51.7% |
| ALGERT GLOBAL LLC | Diversified mechanical | 362.7K | $12.0M | 0.2% | +32.6% |
| NORTHERN TRUST CORP | Index provider | 324.4K | $10.7M | 0.0% | +13.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 319.0K | $10.5M | 0.0% | +8.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 314.8K | $10.4M | 0.0% | -29.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 290.6K | $9.6M | 0.0% | -0.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 285.1K | $9.4M | 0.0% | -1.0% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 263.0K | $8.7M | 0.0% | -22.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 262.8K | $8.7M | 0.0% | +19.3% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 249.7K | $8.3M | 0.0% | -32.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 239.3K | $7.9M | 0.0% | +10.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 234.2K | $7.7M | 0.0% | — |
| WHITTIER TRUST CO | Diversified mechanical | 226.0K | $7.6M | 0.1% | +13.6% |
| MORGAN STANLEY | Bank broker | 221.7K | $7.3M | 0.0% | -18.8% |
| Motley Fool Wealth Management, LLC | Other | 209.6K | $6.9M | 0.8% | -25.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 181.8K | $6.0M | 0.0% | +96.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 174.6K | $5.8M | 0.0% | -7.4% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other | 169.6K | $5.6M | 0.0% | -16.9% |
| Trust Co of the South | Wealth advisor | 167.5K | $5.5M | 0.9% | Held |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 154.4K | $5.1M | 0.1% | -12.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 152.0K | $5.0M | 0.0% | +8.7% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 153.5K | $5.0M | 0.0% | New |
| RICE HALL JAMES & ASSOCIATES, LLC | Other | 145.6K | $4.8M | 0.3% | -1.0% |
| UBS Group AG | Bank broker | 142.8K | $4.7M | 0.0% | -11.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 135.6K | $4.5M | 0.0% | -47.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 132.8K | $4.4M | 0.0% | -50.2% |
| CenterBook Partners LP | Other | 131.5K | $4.3M | 0.2% | -3.5% |
| Brevan Howard Capital Management LP | Diversified mechanical | 125.0K | $4.1M | 0.0% | +150.0% |
| WHITTIER TRUST CO OF NEVADA INC | Diversified mechanical | 117.1K | $4.0M | 0.1% | +10.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 114.8K | $3.8M | 0.0% | -14.5% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 109.6K | $3.6M | 0.0% | -38.7% |
| JPMORGAN CHASE & CO | Bank broker | 106.6K | $3.4M | 0.0% | +101.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 100.6K | $3.3M | 0.0% | -1.7% |
| Russell Investments Group, Ltd. | Diversified mechanical | 100.6K | $3.3M | 0.0% | -1.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 100.3K | $3.3M | 0.0% | -3.2% |
| E. Ohman J:or Asset Management AB | Other | 98.7K | $3.3M | 0.1% | +9.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 95.9K | $3.2M | 0.0% | -54.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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