DOSSIER · 13F Holders · Q1 2026Financial Services · State Commercial Banks
LOB

LIVE OAK BANCSHARES INC

252 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·252 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$970M
visible holders
Holders
252
filers reporting
Concentration
22.12%
T. Rowe Price Investment Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

252 institutions reported LOB in Q1 2026. T. Rowe Price Investment Management, Inc. leads at 22.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$215M6.5M0.15%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$144M3.5M0.00%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$68M1.7M0.00%Q2 2026
04
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$66M1.6M0.01%Q2 2026
05
STATE STREET CORP
CIK 0000093751
$56M1.4M0.00%Q2 2026
06
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$56M1.4M0.17%Q2 2026
07
GILDER GAGNON HOWE & CO LLC
CIK 0000902464
$46M1.1M0.47%Q2 2026
08
Vanguard Portfolio Management
CIK 0002100121· Index
$41M997K0.00%Q2 2026
09
SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 0001089755
$38M935K5.14%Q2 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$37M913K0.00%Q2 2026
11
LOOMIS SAYLES & CO L P
CIK 0000312348
$27M672K0.03%Q2 2026
12
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$27M668K0.01%Q2 2026
13
ROYCE & ASSOCIATES LP
CIK 0000906304
$26M646K0.21%Q2 2026
14
ALGERT GLOBAL LLC
CIK 0001275218
$24M586K0.28%Q2 2026
15
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$23M569K0.07%Q2 2026
16
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$23M555K0.06%Q2 2026
17
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$17M420K0.01%Q2 2026
18
NORTHERN TRUST CORP
CIK 0000073124· Index
$13M321K0.00%Q2 2026
19
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$12M299K0.00%Q2 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M287K0.00%Q2 2026
Page 1 of 13
232 more holders available. Log in →
Insiders at LIVE OAK BANCSHARES INC
Mahan James S IiiWilliams William L. IiiCairns MichaelPhifer Walter JDiffley Matthew SDerraik RenatoLosch William C IiiLucht David G