Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LOB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $113.5M | -4.0% | 7.424% | 0.00% |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.6M | $53.6M | -6.0% | 3.508% | 0.18% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $52.7M | +3.6% | 3.446% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $50.7M | β | 3.315% | 0.00% |
| 5 | STATE STREET CORP | 1.4M | $47.5M | +9.8% | 3.108% | 0.00% |
| 6 | GILDER GAGNON HOWE & CO LLC | 1.2M | $39.5M | β | 2.580% | 0.47% |
| 7 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.0M | $34.2M | +0.4% | 2.235% | 4.95% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 908K | $30.0M | β | 1.964% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 854K | $28.2M | +4.5% | 1.847% | 0.00% |
| 10 | LOOMIS SAYLES & CO L P | 728K | $24.1M | +30.4% | 1.575% | 0.03% |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 723K | $23.9M | +11.5% | 1.563% | 0.08% |
| 12 | ROYCE & ASSOCIATES LP | 574K | $19.0M | +132.0% | 1.241% | 0.19% |
| 13 | TWO SIGMA INVESTMENTS, LP | 434K | $14.4M | +51.7% | 0.939% | 0.01% |
| 14 | NORTHERN TRUST CORP | 324K | $10.7M | +13.8% | 0.702% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 319K | $10.5M | +8.8% | 0.690% | 0.00% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 315K | $10.4M | +40.8% | 0.681% | 0.04% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 291K | $9.6M | -0.4% | 0.628% | 0.00% |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 285K | $9.4M | -1.0% | 0.617% | 0.01% |
| 19 | D. E. Shaw & Co., Inc. | 263K | $8.7M | -22.3% | 0.569% | 0.01% |
| 20 | RAYMOND JAMES FINANCIAL INC | 263K | $8.7M | +19.3% | 0.568% | 0.00% |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 250K | $8.3M | -32.7% | 0.540% | 0.03% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 239K | $7.9M | +10.0% | 0.518% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 234K | $7.7M | β | 0.506% | 0.00% |
| 24 | WHITTIER TRUST CO | 226K | $7.6M | +13.6% | 0.489% | 0.09% |
| 25 | MORGAN STANLEY | 222K | $7.3M | -18.8% | 0.479% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LOB β a direct measure of their conviction.
Filings activity in LOB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LOB position in Q1 2026
Institutions that fully closed their LOB position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 225 | 0.9% | 46.81% | 2.37 pp | $845M | 4.8% |
| Q4 2025 | 227 | +3.2% | 49.18% | +3.29 pp | $888M | +7.2% |
| Q3 2025 | 220 | +4.8% | 45.89% | +6.55 pp | $828M | +17% |
| Q2 2025 | 210 | 4.5% | 39.34% | +5.52 pp | $710M | +16% |
| Q1 2025 | 220 | +3.8% | 33.82% | 17.11 pp | $610M | 34% |
| Q4 2024 | 212 | +1.9% | 50.93% | 7.29 pp | $919M | 13% |
| Q3 2024 | 208 | +7.2% | 58.22% | +14.40 pp | $1.05B | +33% |
| Q2 2024 | 194 | β | 43.82% | β | $791M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LOB stock.
Based on Q1 2026 13F filings, institutional ownership of Live Oak Bancshares, Inc. stands at 46.8%, held across 225 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LOB, with approximately 3,432,899 shares worth $0.11B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of LOB, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LOB is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in LOB during Q1 2026, while 28 fully exited. 72 added to existing positions and 126 trimmed.
LOB institutional ownership fell by 2.37 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 56.1% of all reported 13F value in LOB, and the top 25 account for 75.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Live Oak Bancshares, Inc. (LOB) Institutional Ownership