13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · State Commercial BanksHigh-convictionMulti-bagger
LOB

LIVE OAK BANCSHARES INC

237 institutions still hold LIVE OAK BANCSHARES INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53803X105·State Commercial Banks·237 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$602M
55.0% inst. owned
of float
Holders
237
-87 QoQ
filers reporting
Activity
+79 / −11
+818 added · −794 reduced
this quarter
Concentration
18.85%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

237 institutions reported LOB in Q1 2026. BlackRock, Inc. leads at 18.8% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$114M3.4M0.00%Q1 202602
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$54M1.6M0.18%Q1 202603
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$53M1.6M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$51M1.5M0.00%Q1 202605
STATE STREET CORP
CIK 0000093751
$48M1.4M0.00%Q1 202606
GILDER GAGNON HOWE & CO LLC
CIK 0000902464
$39M1.2M0.47%Q1 202607
SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 0001089755
$34M1.0M4.95%Q1 202608
Vanguard Portfolio Management
CIK 0002100121
$30M908K0.00%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$28M854K0.00%Q1 202610
LOOMIS SAYLES & CO L P
CIK 0000312348
$24M728K0.03%Q1 202611
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$24M723K0.08%Q1 202612
ROYCE & ASSOCIATES LP
CIK 0000906304
$19M574K0.19%Q1 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$14M434K0.01%Q1 202614
D. E. Shaw & Co., Inc.
CIK 0001009207
$12M338K0.01%Q4 202515
NORTHERN TRUST CORP
CIK 0000073124· Index
$11M324K0.00%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M319K0.00%Q1 202617
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$10M315K0.04%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$10M291K0.00%Q1 202619
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$9M285K0.01%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M263K0.00%Q1 2026
Page 1 of 12
217 more holders available. Log in →