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. | 11/14/2025 | 6.52 M | $229.67 M | 0.16% | 14.29% |
| BLACKROCK, INC. | 11/12/2025 | 3.22 M | $113.39 M | 18.00% | 7.05% |
| VANGUARD GROUP INC | 11/07/2025 | 2.69 M | $94.58 M | -0.11% | 5.88% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2025 | 1.78 M | $62.56 M | -5.57% | 3.89% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.55 M | $54.42 M | 0.33% | 3.39% |
| STATE STREET CORP | 11/14/2025 | 1.25 M | $43.85 M | -4.41% | 2.73% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 11/14/2025 | 894.31 K | $31.50 M | -0.60% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 826.22 K | $29.10 M | 1.11% | 1.81% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 519.96 K | $18.31 M | 366.89% | 1.14% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 370.87 K | $13.06 M | 14.34% | 0.81% |
| TRUST CO OF THE SOUTH | 10/02/2025 | 330.00 K | $11.62 M | 0.00% | 0.72% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 11/14/2025 | 327.49 K | $11.53 M | -10.67% | 0.72% |
| NORTHERN TRUST CORP | 11/14/2025 | 304.64 K | $10.73 M | 2.13% | 0.67% |
| NUVEEN, LLC | 11/12/2025 | 301.82 K | $10.63 M | 4.27% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 294.68 K | $10.38 M | 2.86% | 0.65% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 290.57 K | $10.23 M | -1.56% | 0.64% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 289.07 K | $10.18 M | -26.12% | 0.63% |
| MORGAN STANLEY | 11/14/2025 | 286.08 K | $10.08 M | 24.39% | 0.63% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 282.93 K | $9.96 M | -55.78% | 0.62% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 276.67 K | $9.74 M | -2.01% | 0.61% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 275.46 K | $9.70 M | -37.70% | 0.60% |
| ALGERT GLOBAL LLC | 11/14/2025 | 230.47 K | $8.12 M | 37.58% | 0.51% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/05/2025 | 222.02 K | $7.82 M | -75.81% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 205.93 K | $7.25 M | 13.61% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 198.55 K | $6.99 M | 54.13% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 185.94 K | $6.55 M | 3.48% | 0.41% |
| WHITTIER TRUST CO | 10/31/2025 | 178.18 K | $6.18 M | 937,663.16% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 176.37 K | $6.21 M | -0.20% | 0.39% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 175.67 K | $6.19 M | 39.39% | 0.38% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 165.28 K | $5.82 M | -19.44% | 0.36% |
| JPMORGAN CHASE & CO | 11/26/2025 | 161.19 K | $5.68 M | -19.57% | 0.35% |
| CITADEL ADVISORS LLC | 11/14/2025 | 161.13 K | $5.68 M | -37.11% | 0.35% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 157.32 K | $5.54 M | 6.13% | 0.34% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 157.06 K | $5.53 M | -0.88% | 0.34% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 155.36 K | $5.47 M | 25.75% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 155.17 K | $5.47 M | 267.50% | 0.34% |
| CENTERBOOK PARTNERS LP | 11/07/2025 | 148.33 K | $5.22 M | -58.38% | 0.33% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 141.40 K | $4.98 M | 16.75% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 124.19 K | $4.37 M | 10.12% | 0.27% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 124.04 K | $4.37 M | 51.71% | 0.27% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 116.50 K | $4.10 M | 29.27% | 0.26% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 111.92 K | $3.94 M | 695.93% | 0.25% |
| WHITTIER TRUST CO OF NEVADA INC | 10/31/2025 | 103.06 K | $3.58 M | 7,761.40% | 0.23% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 102.50 K | $3.61 M | 7.61% | 0.22% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 97.86 K | $3.45 M | -8.91% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 94.28 K | $3.32 M | 54.35% | 0.21% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 92.63 K | $3.26 M | -39.49% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 90.60 K | $3.19 M | 1.57% | 0.20% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 10/17/2025 | 90.19 K | $3.18 M | -2.51% | 0.20% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 85.98 K | $3.03 M | 30.88% | 0.19% |
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Live Oak Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 283 institutional investors and hedge funds held shares of Live Oak Bancshares, Inc.. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 6.52 M
BlackRock, Inc.: 3.22 M
VANGUARD GROUP INC: 2.69 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 1.78 M
DIMENSIONAL FUND ADVISORS LP: 1.55 M
STATE STREET CORP: 1.25 M
66.84% of Live Oak Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 35.46 M shares in the last 24 months. This purchase volume represents approximately $1.17 B in transactions.