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Live Oak Bancshares, Inc. (LOB) institutional ownership

Market cap$1.4B SectorFinancial Services
Funds holding · Q1 2026
205
reported LOB position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
101 buyers · 104 sellers

Live Oak Bancshares, Inc. (LOB) price and institutional activity

Dates

Q1 2026

$0 bought by 101 investors
Gilder Gagnon Howe & Co LLCRoyce & Associates LP +99 more
$0 sold by 104 investors
Newedge Wealth, LLCBlackRock +102 more
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Bought Sold Totals per quarter; hover a bar for the names.

Live Oak Bancshares, Inc. (LOB) institutional activity · 205

Investor Type Est. change Change Δ Own Date
Newedge Wealth, LLC · Exited
Change −1.3M Δ Own −100.0% Date Q1 2026
Newedge Wealth, LLC Exited· Q1 2026 −1.3M −100.0% Q1 2026
Gilder Gagnon Howe & Co LLC · New
Change +1.2M Date Q1 2026
Gilder Gagnon Howe & Co LLC New· Q1 2026 +1.2M Q1 2026
Royce & Associates LP · Added
Change +327K Date Q1 2026
Royce & Associates LP Added· Q1 2026 +327K Q1 2026
Loomis Sayles & Co L P · Added
Change +170K Date Q1 2026
Loomis Sayles & Co L P Added· Q1 2026 +170K Q1 2026
Wcm Investment Management, LLC · New
Change +154K Date Q1 2026
Wcm Investment Management, LLC New· Q1 2026 +154K Q1 2026
Two Sigma Investments, LP · Added
Change +148K Δ Own +51.7% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +148K +51.7% Q1 2026
BlackRock · Reduced
Change −143K Date Q1 2026
BlackRock Reduced· Q1 2026 −143K Q1 2026
Jacobs Levy Equity Management, Inc · Reduced
Change −134K Date Q1 2026
Jacobs Levy Equity Management, Inc Reduced· Q1 2026 −134K Q1 2026
State Street · Added
Change +129K Date Q1 2026
State Street Added· Q1 2026 +129K Q1 2026
Millennium Management LLC · Reduced
Change −122K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −122K Q1 2026
Hotchkis & Wiley Capital Management LLC · Reduced
Change −121K Date Q1 2026
Hotchkis & Wiley Capital Management LLC Reduced· Q1 2026 −121K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −114K −54.4% Q1 2026
Walleye Capital LLC · Exited
Change −114K Δ Own −100.0% Date Q1 2026
Walleye Capital LLC Exited· Q1 2026 −114K −100.0% Q1 2026
Two Sigma Advisers, LP · Exited
Change −114K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −114K −100.0% Q1 2026
Barrow Hanley Mewhinney & Strauss LLC · Reduced
Change −104K Date Q1 2026
Barrow Hanley Mewhinney & Strauss LLC Reduced· Q1 2026 −104K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 205

Famous investor activity in Live Oak Bancshares, Inc. (LOB)

Live Oak Bancshares, Inc. (LOB) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Williams William L. III · Director 2 operations −$350K
Price $41.23–$41.78 Qty −8K Owned 1.1M ΔOwn −0.7% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Williams William L. III Director 2 operations $41.23–$41.78 −8K −$350K 1.1M −0.7% Jul 1, 2026 Jul 6, 2026
Williams William L. III · Director Sell −$336K
Price $40.05 Qty −8K Owned 1.1M ΔOwn −0.7% Trade date Jun 24, 2026 Filed date Jun 25, 2026
Williams William L. III Director Sell $40.05 −8K −$336K 1.1M −0.7% Jun 24, 2026 Jun 25, 2026
Mahan James S. III · Director Sell −$382K
Price $38.19 Qty −10K Owned 2.8M Trade date Jun 11, 2026 Filed date Jun 12, 2026
Mahan James S. III Director Sell $38.19 −10K −$382K 2.8M Jun 11, 2026 Jun 12, 2026
Mahan James S. III · Director 2 operations −$387K
Price $38.68–$39.20 Qty −10K Owned 2.9M Trade date Jun 10, 2026 Filed date Jun 12, 2026
Mahan James S. III Director 2 operations $38.68–$39.20 −10K −$387K 2.9M Jun 10, 2026 Jun 12, 2026
Mahan James S. III · Director 2 operations −$373K
Price $37.26–$37.65 Qty −10K Owned 2.9M Trade date Jun 4, 2026 Filed date Jun 5, 2026
Mahan James S. III Director 2 operations $37.26–$37.65 −10K −$373K 2.9M Jun 4, 2026 Jun 5, 2026
Mahan James S. III · Director 2 operations −$365K
Price $36.42–$37.14 Qty −10K Owned 2.9M Trade date Jun 3, 2026 Filed date Jun 5, 2026
Mahan James S. III Director 2 operations $36.42–$37.14 −10K −$365K 2.9M Jun 3, 2026 Jun 5, 2026
Mahan James S. III · Director Sell −$372K
Price $37.25 Qty −10K Owned 2.9M Trade date May 28, 2026 Filed date May 29, 2026
Mahan James S. III Director Sell $37.25 −10K −$372K 2.9M May 28, 2026 May 29, 2026
Mahan James S. III · Director Sell −$377K
Price $37.65 Qty −10K Owned 2.9M Trade date May 27, 2026 Filed date May 29, 2026
Mahan James S. III Director Sell $37.65 −10K −$377K 2.9M May 27, 2026 May 29, 2026
Mahan James S. III · Director 2 operations −$371K
Price $36.92–$37.42 Qty −10K Owned 2.9M Trade date May 21, 2026 Filed date May 26, 2026
Mahan James S. III Director 2 operations $36.92–$37.42 −10K −$371K 2.9M May 21, 2026 May 26, 2026
Moroz Mark Michael · Officer 2 operations 0
Owned 28K Trade date May 20, 2026 Filed date May 21, 2026
Moroz Mark Michael Officer 2 operations 0 28K May 20, 2026 May 21, 2026
Moroz Mark Michael · Officer Tax withholding or exercise payment (F) -$115K
Price $36.20 Qty -3K Owned 18K Trade date May 20, 2026 Filed date May 21, 2026
Moroz Mark Michael Officer Tax withholding or exercise payment (F) $36.20 -3K -$115K 18K May 20, 2026 May 21, 2026
Mahan James S. III · Director 2 operations −$368K
Price $36.83–$37.15 Qty −10K Owned 2.9M Trade date May 20, 2026 Filed date May 21, 2026
Mahan James S. III Director 2 operations $36.83–$37.15 −10K −$368K 2.9M May 20, 2026 May 21, 2026
Valine Yousef A. · Director Grant (A) 2K
Owned 2K Trade date May 19, 2026 Filed date May 21, 2026
Valine Yousef A. Director Grant (A) 2K 2K May 19, 2026 May 21, 2026
Petty Miltom Emmett · Director Grant (A) 2K
Owned 2K Trade date May 19, 2026 Filed date May 21, 2026
Petty Miltom Emmett Director Grant (A) 2K 2K May 19, 2026 May 21, 2026
McHenry Patrick Timothy · Director Grant (A) 2K
Owned 2K Trade date May 19, 2026 Filed date May 21, 2026
McHenry Patrick Timothy Director Grant (A) 2K 2K May 19, 2026 May 21, 2026
15 of 136
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Live Oak Bancshares, Inc. (LOB) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Mahan James S III 6.8M
% of shares outstanding 15.4% Filing date Feb 10, 2023
Mahan James S III 6.8M 15.4% Feb 10, 2023
T. Rowe Price Investment Management, Inc. 6.5M
% of shares outstanding 14.3% Filing date Nov 14, 2024
T. Rowe Price Investment Management, Inc. 6.5M 14.3% Nov 14, 2024
BlackRock Inc. 2.9M
% of shares outstanding 6.5% Filing date Jan 29, 2024
BlackRock Inc. 2.9M 6.5% Jan 29, 2024
Vanguard Group Inc 2.5M
% of shares outstanding 5.6% Filing date Feb 13, 2024
Vanguard Group Inc 2.5M 5.6% Feb 13, 2024
Ameriprise Financial Inc 884K
% of shares outstanding 2.0% Filing date Feb 14, 2024
Ameriprise Financial Inc 884K 2.0% Feb 14, 2024
Capital Research Global Investors
% of shares outstanding 0.0% Filing date Feb 13, 2023
Capital Research Global Investors 0.0% Feb 13, 2023
T. Rowe Price Associates 16K
% of shares outstanding 0.0% Filing date Aug 10, 2022
T. Rowe Price Associates 16K 0.0% Aug 10, 2022
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Live Oak Bancshares, Inc. (LOB) ownership FAQ

Who owns LOB?

205 reporting institutions disclosed LOB position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.