LIVE OAK BANCSHARES INC (LOB) is held by 120 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling LOB?

In Q1 2026, 61 institutions opened or increased positions in LIVE OAK BANCSHARES INC while 57 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on LOB?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LIVE OAK BANCSHARES INC.

How many hedge funds hold LOB?

120 institutional investors report holding LIVE OAK BANCSHARES INC (LOB) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into LOB?

As of Q1 2026, tracked institutions in LIVE OAK BANCSHARES INC show 61 buyers versus 57 sellers — net inflows.

LIVE OAK BANCSHARES INC

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

120

Holders

Avg rating(27 Elite)

$742.7M

Total Value

52% (130)

Fund Consensus

61 buying - 57 selling

Smart Money Verdict

View all

Held by 120 funds

27 elite

Who's Trading

InsiderWIWILLIAMS WILLIAM L. IIISell $107KJul 1, 2026

InsiderWIWILLIAMS WILLIAM L. IIISell $242KJul 1, 2026

InsiderWIWILLIAMS WILLIAM L. IIISell $336KJun 24, 2026

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

InsiderCHCameron William HendersonExercise 3K shMay 1, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

ActivistMJMAHAN JAMES S III14.4%Feb 5, 2026

View all insider trades View all activist filings

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3.4M(-4.0%)	$113.5M	0.0%	+8.59%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	1.6M(-6.0%)	$53.6M	0.2%	+57.37%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.6M(+3.6%)	$52.7M	0.0%	+56.69%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.5M	$50.7M	0.0%	+14.27%	41
STATE STREET CORP	Increased	1.4M(+9.8%)	$47.5M	0.0%	-2.83%	32
GGGILDER GAGNON HOWE & CO LLC	New	1.2M	$39.5M	0.5%	+14.27%	48
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	908,146	$30M	0.0%	+14.27%	40
GEODE CAPITAL MANAGEMENT, LLC	Increased	853,958(+4.5%)	$28.2M	0.0%	+47.96%	30
LOOMIS SAYLES & CO L P	Increased	728,129(+30.4%)	$24.1M	0.0%	+19.34%	36
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	722,897(+11.5%)	$23.9M	0.1%	+20.24%	32
ROYCE & ASSOCIATES LP	Increased	573,850(+132.0%)	$19M	0.2%	+17.06%	55
TWO SIGMA INVESTMENTS, LP	Increased	434,168(+51.7%)	$14.4M	0.0%	+20.02%	39
NORTHERN TRUST CORP	Increased	324,387(+13.8%)	$10.7M	0.0%	+79.81%	32
GOLDMAN SACHS GROUP INC	Increased	319,000(+8.8%)	$10.5M	0.0%	+18.00%	30
FULLER & THALER ASSET MANAGEMENT, INC.	Increased	314,828(+40.8%)	$10.4M	0.0%	+20.87%	37
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	290,634(-0.5%)	$9.6M	0.0%	+49.70%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	285,133(-1.0%)	$9.4M	0.0%	+116.72%	0
DED. E. Shaw & Co., Inc.	Decreased	263,003(-22.3%)	$8.7M	0.0%	+26.48%	0
RAYMOND JAMES FINANCIAL INC	Increased	262,788(+19.3%)	$8.7M	0.0%	+15.50%	33
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	249,719(-32.7%)	$8.3M	0.0%	+35.61%	0