Live Oak Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 6.46 M | $305.86 M | 0.13% | 14.33% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.77 M | $131.11 M | 100.00% | 6.14% |
| VANGUARD GROUP INC | 11/13/2024 | 2.62 M | $124.16 M | 0.65% | 5.82% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/04/2024 | 1.64 M | $77.65 M | -8.04% | 3.64% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2024 | 1.55 M | $73.52 M | -0.53% | 3.44% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.42 M | $67.10 M | 0.99% | 3.14% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 1.16 M | $55.00 M | 61.70% | 2.58% |
| STATE STREET CORP | 11/14/2024 | 1.11 M | $52.55 M | 13.43% | 2.46% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 853,028 | $40.41 M | -16.48% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 773,724 | $36.66 M | 1.82% | 1.72% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 11/14/2024 | 722,527 | $34.23 M | -12.02% | 1.60% |
| CITADEL ADVISORS LLC | 11/14/2024 | 475,870 | $22.54 M | 149.21% | 1.06% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 374,981 | $17.76 M | 7.58% | 0.83% |
| TRUST CO OF THE SOUTH | 10/02/2024 | 330,600 | $15.66 M | 0.00% | 0.73% |
| ABRDN PLC | 10/25/2024 | 306,124 | $14.50 M | 100.00% | 0.68% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 301,813 | $14.30 M | -2.50% | 0.67% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 278,821 | $13.21 M | 3.00% | 0.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 264,659 | $12.54 M | 22.79% | 0.59% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 221,263 | $10.48 M | 3.59% | 0.49% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 218,731 | $10.36 M | -55.34% | 0.49% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 199,804 | $9.46 M | -18.01% | 0.44% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 185,309 | $8.78 M | 82.27% | 0.41% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 171,353 | $8.12 M | -22.73% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 164,664 | $7.80 M | -11.93% | 0.37% |
| MORGAN STANLEY | 11/14/2024 | 157,869 | $7.48 M | 59.03% | 0.35% |
| CENTERBOOK PARTNERS LP | 11/14/2024 | 153,086 | $7.25 M | -2.95% | 0.34% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 11/14/2024 | 150,913 | $7.15 M | -1.60% | 0.33% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 150,908 | $7.15 M | -14.70% | 0.33% |
| TRILLIUM ASSET MANAGEMENT, LLC | 11/07/2024 | 140,892 | $6.67 M | 14.38% | 0.31% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 132,437 | $6.27 M | 100.00% | 0.29% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 131,367 | $6.22 M | -0.80% | 0.29% |
| HOMESTEAD ADVISERS CORP | 11/01/2024 | 123,000 | $5.83 M | 0.00% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 115,436 | $5.47 M | -3.76% | 0.26% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 113,167 | $5.36 M | -6.42% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 101,930 | $4.83 M | -8.60% | 0.23% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 99,751 | $4.73 M | 0.00% | 0.22% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 95,483 | $4.52 M | 4.68% | 0.21% |
| ALGERT GLOBAL LLC | 11/12/2024 | 91,794 | $4.35 M | -0.51% | 0.20% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 87,360 | $4.14 M | -4.90% | 0.19% |
| WATCHMAN GROUP, INC. | 11/12/2024 | 84,085 | $3.98 M | 2.51% | 0.19% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 83,248 | $3.94 M | 5.65% | 0.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 82,077 | $3.89 M | 195.34% | 0.18% |
| UBS GROUP AG | 11/14/2024 | 81,862 | $3.88 M | 217.68% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 77,112 | $3.65 M | -10.70% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 75,988 | $3.60 M | 14.91% | 0.17% |
| BARCLAYS PLC | 11/19/2024 | 73,577 | $3.49 M | 130.54% | 0.16% |
| RONALD BLUE TRUST, INC. | 10/17/2024 | 71,171 | $2.50 M | -71.87% | 0.16% |
| PROFIT INVESTMENT MANAGEMENT, LLC | 10/09/2024 | 71,135 | $3.37 M | -40.70% | 0.16% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 68,754 | $3.26 M | 0.00% | 0.15% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 67,029 | $3.24 M | 100.00% | 0.15% |
Live Oak Bancshares, Inc.institutional Ownership - FAQ's
During the previous two years, 241 institutional investors and hedge funds held shares of Live Oak Bancshares, Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.46 M
BlackRock Funding, Inc. /DE: 2.77 M
VANGUARD GROUP INC: 2.62 M
DIAMOND HILL CAPITAL MANAGEMENT INC: 1.64 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 1.55 M
DIMENSIONAL FUND ADVISORS LP: 1.42 M
65.90% of Live Oak Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.37 M shares in the last 24 months. This purchase volume represents approximately $1.34 B in transactions.