Live Oak Bancshares, Inc. - LOB

Sector: Financial · Industry: State Commercial Banks

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$962.8M

QoQ value delta ($000)

-$86.5M (-8.24%)

Implied price effect (QoQ)

-2.38%

Total shares

28,012,860

QoQ shares delta

-1,789,216 (-6.0%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 32 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	122,835	3,575,987	0.0%
VANGUARD GROUP INC	92,835	2,702,627	0.0%
BARROW HANLEY MEWHINNEY & STRAUSS LLC	59,283	1,725,854	0.2%
T. Rowe Price Investment Management, Inc.	58,756	1,710,487	0.04%
DIMENSIONAL FUND ADVISORS LP	52,845	1,538,435	0.01%
STATE STREET CORP	44,945	1,308,462	0.0%
NewEdge Wealth, LLC	43,261	1,259,422	0.49%
SOUTHERNSUN ASSET MANAGEMENT, LLC	35,349	1,029,108	4.93%
GEODE CAPITAL MANAGEMENT, LLC	28,084	817,436	0.0%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	22,278	648,561	0.06%
LOOMIS SAYLES & CO L P	19,181	558,410	0.02%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	12,739	370,859	0.04%
D. E. Shaw & Co., Inc.	11,627	338,487	0.01%
GOLDMAN SACHS GROUP INC	10,072	293,241	0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10,028	291,959	0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	9,896	288,115	0.01%
TWO SIGMA INVESTMENTS, LP	9,829	286,160	0.01%
NORTHERN TRUST CORP	9,792	285,092	0.0%
Motley Fool Wealth Management, LLC	9,710	282,701	0.75%
ALGERT GLOBAL LLC	9,395	273,509	0.15%
MORGAN STANLEY	9,380	273,097	0.0%
JACOBS LEVY EQUITY MANAGEMENT, INC	9,155	266,543	0.04%
MILLENNIUM MANAGEMENT LLC	8,864	258,071	0.0%
ROYCE & ASSOCIATES LP	8,496	247,341	0.09%
FULLER & THALER ASSET MANAGEMENT, INC.	7,680	223,584	0.03%