LOB

Live Oak Bancshares INC

-$43.3M

Net Activity

Institutions Holding

227

Popularity Rank

#2589

Avg Weight

0.06%

Total Value

$1.1B

Ownership Trend

227 institutions currently hold LOB, with 103 net buyers and 106 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

106

Net Buying Institutions

103

Key Holders

Key Holders

Top 5 by Value

TR
T. Rowe Price Investment Management, Inc.
$214.6M
BI
BlackRock, Inc.
$113.5M
BH
Barrow Hanley Mewhinney & Strauss LLC
$53.6M
DF
Dimensional Fund Advisors LP
$52.7M
VC
Vanguard Capital Management LLC
$50.7M

Top 5 by Conviction

SA
Southernsun Asset Management, LLC
4.95%
TC
Trust Co of the South
0.89%
MF
Motley Fool Wealth Management, LLC
0.78%
GG
Gilder Gagnon Howe & Co LLC
0.47%
RH
Rice Hall James & Associates, LLC
0.27%
View all 227 holding institutions

Quarterly Activity

Recent Activity

+$651.4M

Total Buy Value

$458.7M

Total Sell Value

New buy20
Trim79
Add83
Sold out27

103

Net Buyers

106

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-02
2026-07-02

Live Oak Bancshares (LOB) appointed Matthew Diffley as its new Principal Accounting Officer, effective July 1, 2026, replacing interim officer Walter Phifer. Diffley, a former controller at Seacoast Banking, will receive a restricted stock unit award worth $200,000 that vests over five years, along with relocation reimbursement and standard benefits.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding LIVE OAK BANCSHARES INC (LOB)?
Major stakeholders currently include T. Rowe Price Investment Management, Inc. ($214.6M), BlackRock, Inc. ($113.5M), Barrow Hanley Mewhinney & Strauss LLC ($53.6M). Based on the latest 13F filings, there are a total of 227 tracked investment funds and institutions maintaining positions in LOB.
What is the overall institutional sentiment toward LOB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $43.3M, driven by 103 managers accumulating shares while 106 reduced their exposure.
Which institutions have been selling or reducing their LOB positions?
In the latest period, 79 funds trimmed their holdings, and 27 managers completely exited their positions. The aggregate reported sell value was $458.7M.
Are there any notable investors adding LOB to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $651.4M.

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