LIVE OAK BANCSHARES INC

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LOB·53803X105·US·equity·Financial Services - Banks - Regional-13D/G

LOB (LIVE OAK BANCSHARES INC) is held by 115 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($113.5M), BARROW HANLEY MEWHINNEY & STRAUSS LLC ($53.6M), DIMENSIONAL FUND ADVISORS LP ($52.7M). Net institutional sentiment: Mixed.

115

Holders

Avg rating(11 Elite)

$651.7M

Total Value

49% (126)

Fund Consensus

56 buying - 58 selling

Smart Money Verdict

View all

36Weak MomentumStrong Convergence

Institutional (13F)48

Insider (Form 4)8

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how LOB's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

36

★★★★

Strong

39

★★★

Solid

33

★★

Below

7

★

Weak

Held by 115 funds

11 elite

Who's Trading

InsiderMIMAHAN JAMES S IIISell $244KMay 21, 2026

InsiderMIMAHAN JAMES S IIISell $127KMay 21, 2026

InsiderMIMAHAN JAMES S IIISell $360KMay 13, 2026

InsiderPEPetty Miltom EmmettExercise 3K shMay 1, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

ActivistMJMAHAN JAMES S III14.4%Feb 5, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (115)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3.4M(-4.0%)	$113.5M	0.0%	-7.31%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	1.6M(-6.0%)	$53.6M	0.2%	+34.32%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.6M(+3.6%)	$52.7M	0.0%	+33.74%	30
STATE STREET CORP	Increased	1.4M(+9.8%)	$47.5M	0.0%	-17.06%	32
GGGILDER GAGNON HOWE & CO LLC	New	1.2M	$39.5M	0.5%	-2.47%	48
GEODE CAPITAL MANAGEMENT, LLC	Increased	853,958(+4.5%)	$28.2M	0.0%	+26.29%	30
LOOMIS SAYLES & CO L P	Increased	728,129(+30.4%)	$24.1M	0.0%	+1.86%	36
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	722,897(+11.5%)	$23.9M	0.1%	+2.63%	32
ROYCE & ASSOCIATES LP	Increased	573,850(+132.0%)	$19M	0.2%	-0.08%	55
TWO SIGMA INVESTMENTS, LP	Increased	434,168(+51.7%)	$14.4M	0.0%	+2.44%	39
NORTHERN TRUST CORP	Increased	324,387(+13.8%)	$10.7M	0.0%	+53.47%	32
GOLDMAN SACHS GROUP INC	Increased	319,000(+8.8%)	$10.5M	0.0%	+0.72%	30
FULLER & THALER ASSET MANAGEMENT, INC.	Increased	314,828(+40.8%)	$10.4M	0.0%	+3.17%	37
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	290,634(-0.5%)	$9.6M	0.0%	+27.78%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	285,133(-1.0%)	$9.4M	0.0%	+84.98%	0
DED. E. Shaw & Co., Inc.	Decreased	263,003(-22.3%)	$8.7M	0.0%	+7.96%	0
RAYMOND JAMES FINANCIAL INC	Increased	262,788(+19.3%)	$8.7M	0.0%	-1.41%	33
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	249,719(-32.7%)	$8.3M	0.0%	+15.75%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	239,324(+10.0%)	$7.9M	0.0%	+1.78%	30
WTWHITTIER TRUST CO	Increased	225,955(+13.6%)	$7.6M	0.1%	-0.56%	31

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer