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Live Oak Bancshares
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Overview
Overview
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News
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Financials
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Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
71.65%
Individuals & Insiders
22.05%
Public and others
6.30%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
T. Rowe Price Group, Inc.
14.07%
6.51M
0.04%
-10.25K
06/30/2026
James Mahan
Chairman & CEO
13.34%
6.17M
0.22%
-100.00K
09/10/2026
BlackRock, Inc.
7.60%
3.52M
0.17%
+82.96K
06/30/2026
Vanguard Capital Management, LLC
4.11%
1.90M
0.29%
+137.04K
06/30/2026
Dimensional Fund Advisors LP
3.49%
1.62M
0.05%
+22.34K
06/30/2026
Neil Underwood
Director
3.32%
1.54M
<0.01%
+0
01/31/2026
State Street Investment Management
2.95%
1.37M
0.15%
-69.70K
06/30/2026
Barrow, Hanley, Mewhinney & Strauss, LLC
2.94%
1.36M
0.57%
-261.81K
06/30/2026
William Williams
Vice Chairman & Executive VP
2.83%
1.31M
0.05%
-25.20K
09/03/2026
Gilder Gagnon Howe & Co. LLC
2.43%
1.12M
0.15%
-69.20K
06/30/2026
Vanguard Portfolio Management, LLC
2.15%
996.87K
0.19%
+88.72K
06/30/2026
SouthernSun Asset Management, LLC
2.02%
934.75K
0.22%
-98.79K
06/30/2026
Geode Capital Management, LLC
1.97%
912.54K
0.12%
+58.59K
06/30/2026
Loomis, Sayles & Company, L.P.
1.45%
671.99K
0.12%
-56.14K
06/30/2026
American Century Investment Management Inc
1.44%
667.56K
1.05%
+485.77K
06/30/2026
Royce & Associates, LP
1.40%
646.09K
0.15%
+72.24K
06/30/2026
William Blair Investment Management, LLC
1.28%
593.81K
0.33%
-153.61K
06/30/2026
Algert Global LLC
1.27%
586.17K
0.48%
+223.49K
06/30/2026
Fuller & Thaler Asset Management, Inc.
1.20%
554.64K
0.52%
+239.81K
06/30/2026
Two Sigma Investments, LP
0.91%
420.26K
0.03%
-13.91K
06/30/2026