Recent Quarter Total Invested
$1.40 B
Recent Quarter Institutional Ownership Percentage
65.85%
Total Invested of Last Quarter
$1.04 B
Ownership Percentage of Last Quarter
66.01%
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% |
| 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 | 11/08/2024 | 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% |
| SWISS NATIONAL BANK | 11/07/2024 | 66,100 | $3.13 M | 0.00% | 0.15% |
Live Oak Bancshares, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of LOB shares?
During the previous two years, 247 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
DIAMOND HILL CAPITAL MANAGEMENT INC: 1.64 M
BARROW HANLEY MEWHINNEY & STRAUSS LLC: 1.55 M
DIMENSIONAL FUND ADVISORS LP: 1.42 M
Capital International Investors: 1.16 M
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What percentage of Live Oak Bancshares, Inc. stock is owned by institutional investors?
65.85% of Live Oak Bancshares, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at LOB ?
Institutional investors have bought a total of 31.19 M shares in the last 24 months. This purchase volume represents approximately $1.49 B in transactions.