Who owns Live Oak Bancshares (LOB)
Which tracked institutional funds hold LOB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LOB is one-sided between 2026-Q1 and 2026-Q2: 82 added or opened and 25 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LOB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LOB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LOB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 227 tracked filers holding LOB, 118 increased or opened the position and 100 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LOB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Apollon Wealth Management, LLC$5M
- Man Group plc$3M
- Qube Research & Technologies Ltd$3M
- MARSHALL WACE, LLP$2M
- Walleye Capital LLC$2M
- Point72 Asset Management, L.P.$2M
Full exits 12
- T. Rowe Price Investment Management, Inc.$215M
- Motley Fool Wealth Management, LLC$7M
- Brevan Howard Capital Management LP$4M
- Pathfinder Wealth Consulting, Inc.$3M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
- Numerai GP LLC$2M
Largest adds
- BlackRock, Inc.$30M
- AMERICAN CENTURY COMPANIES INC$21M
- VANGUARD CAPITAL MANAGEMENT LLC$17M
- DIMENSIONAL FUND ADVISORS LP$13M
- FULLER & THALER ASSET MANAGEMENT, INC.$12M
- ALGERT GLOBAL LLC$12M
Largest trims
- MILLENNIUM MANAGEMENT LLC$4M
- WCM INVESTMENT MANAGEMENT, LLC$3M
- GOLDMAN SACHS GROUP INC$2M
- CenterBook Partners LP$2M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- JPMORGAN CHASE & CO$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,515,856 | $144M | 13.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,654,730 | $68M | 6.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,615,529 | $66M | 6.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,367,619 | $56M | 5.4% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 1,360,091 | $56M | 5.3% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 1,123,910 | $46M | 4.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 996,870 | $41M | 3.9% | 2026-Q2 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC trimmed | 934,751 | $38M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 912,543 | $37M | 3.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 671,994 | $27M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 667,556 | $27M | 2.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 646,091 | $26M | 2.5% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 586,166 | $24M | 2.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 569,233 | $23M | 2.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 554,642 | $23M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 420,262 | $17M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 320,783 | $13M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 299,270 | $12M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 287,390 | $12M | 1.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 283,133 | $12M | 1.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 270,239 | $11M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 249,249 | $10M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 237,127 | $10M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 230,020 | $9M | 0.9% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 224,384 | $9M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 217,937 | $9M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 203,445 | $8M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 188,571 | $8M | 0.7% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 179,294 | $7M | 0.7% | 2026-Q2 |
| Trust Co of the South | 167,500 | $7M | 0.7% | 2026-Q2 |
| UBS Group AG added | 161,904 | $7M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 154,378 | $6M | 0.6% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 140,163 | $6M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 138,955 | $6M | 0.5% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 138,919 | $6M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 137,581 | $6M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 127,605 | $5M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 117,466 | $5M | 0.5% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 117,000 | $5M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 110,334 | $5M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 100,071 | $4M | 0.4% | 2026-Q2 |
| E. Ohman J:or Asset Management AB | 98,745 | $4M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 95,789 | $4M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 95,469 | $4M | 0.4% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 89,556 | $4M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 89,193 | $4M | 0.4% | 2026-Q2 |
| FMR LLC added | 85,379 | $3M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 85,275 | $3M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 84,408 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 81,054 | $3M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 78,008 | $3M | 0.3% | 2026-Q2 |
| TD Asset Management Inc | 73,366 | $3M | 0.3% | 2026-Q2 |
| Man Group plc new | 71,864 | $3M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 71,800 | $3M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 66,187 | $3M | 0.3% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 65,920 | $3M | 0.3% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. trimmed | 65,180 | $3M | 0.3% | 2026-Q2 |
| Bragg Financial Advisors, Inc | 59,402 | $2M | 0.2% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 58,903 | $2M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 58,742 | $2M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 56,079 | $2M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 55,369 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 54,424 | $2M | 0.2% | 2026-Q2 |
| CenterBook Partners LP trimmed | 53,530 | $2M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 53,182 | $2M | 0.2% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 50,541 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 50,531 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 49,849 | $2M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 49,141 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 49,094 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 46,590 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 46,392 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 44,880 | $2M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 44,516 | $2M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 43,665 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 41,844 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 41,528 | $2M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 40,858 | $2M | 0.2% | 2026-Q2 |
| Walleye Capital LLC trimmed | 39,973 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 39,622 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 39,371 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 38,616 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 36,958 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 36,337 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 36,324 | $1M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 34,362 | $1M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp | 34,100 | $1M | 0.1% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 31,910 | $1M | 0.1% | 2026-Q2 |
| PDT Partners, LLC trimmed | 31,021 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 30,657 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 29,965 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,606 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 29,394 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 29,271 | $1M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 27,935 | $1M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 27,486 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 26,795 | $1M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 25,598 | $1M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 24,995 | $1M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 24,576 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.