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

LIVE OAK BANCSHARES INC

238 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·238 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$811M
visible holders
Holders
238
filers reporting
Concentration
26.47%
T. Rowe Price Investment Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

238 institutions reported LOB in Q1 2026. T. Rowe Price Investment Management, Inc. leads at 26.5% 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
$114M3.4M0.00%Q1 2026
03
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 0000313028
$54M1.6M0.18%Q1 2026
04
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$53M1.6M0.01%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$51M1.5M0.00%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$48M1.4M0.00%Q1 2026
07
GILDER GAGNON HOWE & CO LLC
CIK 0000902464
$39M1.2M0.47%Q1 2026
08
SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 0001089755
$34M1.0M4.95%Q1 2026
09
Vanguard Portfolio Management
CIK 0002100121· Index
$30M908K0.00%Q1 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$28M854K0.00%Q1 2026
11
LOOMIS SAYLES & CO L P
CIK 0000312348
$24M728K0.03%Q1 2026
12
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$24M723K0.08%Q1 2026
13
ROYCE & ASSOCIATES LP
CIK 0000906304
$19M574K0.19%Q1 2026
14
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$14M434K0.01%Q1 2026
15
ALGERT GLOBAL LLC
CIK 0001275218
$12M363K0.18%Q1 2026
16
D. E. Shaw & Co., Inc.
CIK 0001009207
$12M338K0.01%Q4 2025
17
NORTHERN TRUST CORP
CIK 0000073124· Index
$11M324K0.00%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M319K0.00%Q1 2026
19
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$10M315K0.04%Q1 2026
20
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$10M291K0.00%Q1 2026
Page 1 of 12
218 more holders available. Log in →
Insiders at LIVE OAK BANCSHARES INC
Mahan James S IiiMoroz Mark MichaelPetty Miltom EmmettValine Yousef A.Bradford Tonya WilliamsCameron William HendersonLucht David GLunsford Jeffrey W