LOB Institutional Ownership
Who owns Live Oak Bancshares, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 242 funds reported holding LOB at Jun 30, 2026, together owning 71.0% of the company.
- ▲117 buying vs 87 selling
- ●Held by funds +0.4 pts
- ▲Funds holding +12
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 242 | 230 | +5.2% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 32.8M | 32.6M | +0.6% |
| Held by funds | 71.0% | 70.5% | +0.4 pts |
| New positions | 32 | 20 | +60.0% |
| Increased | 85 | 83 | +2.4% |
| Reduced | 66 | 79 | −16.5% |
| Sold out | 21 | 25 | −16.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in LOB
All superinvestors →
Who owns LOB
share of fund held shares- Index and passive funds33.9%
- Active managers and hedge funds58.6%
- Banks and brokers5.9%
- Pensions, insurers and other1.6%
The top 10 holders own 60.8% of all LOB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
49 funds changed their position- Commonwealth Equity Services, LLCAdded+60K sh
- Wedge Capital Management L L P/ncNew+59K sh
- Apollon Wealth Management, LLCTrimmed−40K sh
- SummerHaven Investment Management, LLCNew+22K sh
- E. Ohman J:or Asset Management ABAdded+13K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | 13.98% | 6.5M | $264M | −19K |
| 2 | BlackRock, Inc. | 7.60% | 3.5M | $144M | +83K |
| 3 | Vanguard Capital Management LLC | 3.58% | 1.7M | $67.6M | +122K |
| 4 | Dimensional Fund Advisors LP | 3.49% | 1.6M | $66M | +22K |
| 5 | State Street Corp | 2.95% | 1.4M | $55.9M | −70K |
| 6 | Barrow Hanley Mewhinney & Strauss LLC | 2.94% | 1.4M | $55.5M | −262K |
| 7 | Gilder Gagnon Howe & Co LLC | 2.43% | 1.1M | $45.9M | −69K |
| 8 | Vanguard Portfolio Management LLC | 2.15% | 997K | $40.7M | +89K |
| 9 | Southernsun Asset Management, LLC | 2.02% | 935K | $38.2M | −99K |
| 10 | Geode Capital Management, LLC | 1.97% | 913K | $37.3M | +59K |
- American Century Companies Inc+486K sh+$19.8M
- Fuller & Thaler Asset Management, Inc.+240K sh+$9.8M
- Algert Global LLC+223K sh+$9.1M
- Vanguard Capital Management LLC+122K sh+$5M
- Apollon Wealth Management, LLC+117K sh+$4.8M
- Vanguard Portfolio Management LLC+89K sh+$3.6M
- BlackRock, Inc.+83K sh+$3.4M
- Royce & Associates LP+72K sh+$3M
- Barrow Hanley Mewhinney & Strauss LLC−262K sh−$10.7M
- Motley Fool Wealth Management, LLC−210K sh−$6.9M
- William Blair Investment Management, LLC−154K sh−$6.3M
- Goldman Sachs Group Inc−116K sh−$4.7M
- Millennium Management LLC−113K sh−$4.6M
- Brevan Howard Capital Management LP−125K sh−$4.1M
- Southernsun Asset Management, LLC−99K sh−$4M
- Wcm Investment Management, LLC−98K sh−$4M
LOB institutional ownership FAQ
Who owns the most LOB stock?
In Q2 2026 13F filings the largest holder of LOB was T. Rowe Price Investment Management, Inc., followed by BlackRock, Inc. and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of LOB is owned by institutions?
Funds that file 13F reports held 71.0% of LOB's shares at Jun 30, 2026, compared with 70.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying LOB?
In Q2 2026, 117 funds bought LOB (32 of them new positions) and 87 sold (21 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for LOB is bullish.
What is LOB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this LOB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.