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Live Oak Bancshares Ownership | Who Owns Live Oak Bancshares?

OverviewRevenueFinancialsChartTranscripts

Live Oak Bancshares Ownership Summary

Live Oak Bancshares is owned by 63.80% institutional investors, 23.49% insiders, and 12.71% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.24% of LOB shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.40% of its assets in Live Oak Bancshares shares.

LOB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLive Oak Bancshares63.80%23.49%12.71%
IndustryRegional Banks Stocks41.93%12.00%46.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
T. rowe price investment management6.42M14.24%$253.89M
Blackrock funding, inc. /de2.81M6.23%$111.04M
Vanguard group2.63M5.84%$104.07M
Capital investors2.04M4.53%$80.75M
Barrow hanley mewhinney & strauss1.54M3.42%$60.92M
Dimensional fund advisors lp1.42M3.15%$56.09M
Diamond hill capital management1.22M2.72%$48.41M
Ameriprise financial826.46K1.83%$32.69M
Southernsun asset management796.72K1.77%$31.51M
Geode capital management772.80K1.71%$30.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Southernsun asset management796.72K3.93%$31.51M
Trust co of the south330.60K2.66%$13.08M
West chester capital advisors112.34K2.40%$4.44M
Profit investment management71.14K2.26%$2.81M
Mendon capital advisors50.00K0.97%$1.98M
Watchman group82.53K0.86%$3.26M
Chatham capital group54.72K0.36%$2.16M
Motley fool wealth management146.19K0.30%$5.77M
Rice hall james & associates129.39K0.28%$5.12M
Centerbook partners lp116.35K0.27%$4.60M

Top Buyers

HolderShares% AssetsChange
Capital investors2.04M0.02%880.53K
Raymond james financial133.41K0.00%133.41K
West chester capital advisors112.34K2.40%112.34K
Norges bank102.55K0.00%102.55K
Southernsun asset management796.72K3.93%74.19K

Top Sellers

HolderShares% AssetsChange
Diamond hill capital management1.22M0.21%-415.12K
Millennium management91.04K0.00%-127.69K
Ronald blue trust622.000.00%-70.55K
Brandywine global investment management---67.03K
Sequoia financial advisors---51.03K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial133.41K0.00%133.41K$5.28M
West chester capital advisors112.34K2.40%112.34K$4.44M
Norges bank102.55K0.00%102.55K$4.06M
Point72 asset management74.12K0.01%74.12K$2.93M
Point72 europe (london) llp54.12K0.12%54.12K$2.14M

Sold Out

HolderChange
Claris advisors, llc / mo /-2.00
Capital performance advisors llp-2.00
Gilliland jeter wealth management-74.00
Toth financial advisory-100.00
Colonial trust advisors-124.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024202-4.72%28,754,731-3.19%631.47%10711.46%49-15.52%
Sep 30, 20242126.00%29,703,6810.06%651.51%961.05%583.57%
Jun 30, 2024200-1.48%29,685,8683.82%661.60%954.40%56-3.45%
Mar 31, 20242033.57%28,594,7581.42%641.59%91-4.21%58-6.45%
Dec 31, 202319612.00%28,194,2190.23%631.58%9511.76%6251.22%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.45M5.40%-
American Funds SMALLCAP World A2.04M4.50%880.53K
T. Rowe Price U.S. SC Value Eq Tr-Z1.33M2.94%45.06K
Vanguard Total Stock Mkt Idx Inv1.03M2.27%1.72K
T. Rowe Price Small-Cap Stock975.99K2.15%-53.60K
T. Rowe Price US Small-Cap Core Equity975.99K2.15%-55.85K
iShares Russell 2000 ETF937.82K2.07%-7.15K
Diamond Hill Small-Mid Cap Equity895.50K1.97%-63.93K
SouthernSun Small Cap747.84K1.65%49.69K
CT (Lux) Glb Smlr Coms IE712.98K1.57%70.26K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 13, 2024SUTHERLAND JOHN W. Chief Accounting OfficerSell$616.84K
Nov 07, 2024Seward Gregory W General CounselSell$253.77K
Nov 07, 2024Seward Gregory W General CounselSell$216.39K
Oct 29, 2024Cameron William Henderson-Buy$39.76K
Aug 23, 2024SUTHERLAND JOHN W. Chief Accounting OfficerSell$859.98K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q413
2024 Q3-1
2024 Q2-1
2024 Q1-4

LOB Ownership FAQ

Who Owns Live Oak Bancshares?

Live Oak Bancshares shareholders are primarily institutional investors at 63.80%, followed by 23.49% insiders and 12.71% retail investors. The average institutional ownership in Live Oak Bancshares's industry, Regional Banks Stocks, is 41.93%, which Live Oak Bancshares exceeds.

Who owns the most shares of Live Oak Bancshares?

Live Oak Bancshares’s largest shareholders are T. rowe price investment management (6.42M shares, 14.24%), Blackrock funding, inc. /de (2.81M shares, 6.23%), and Vanguard group (2.63M shares, 5.84%). Together, they hold 26.31% of Live Oak Bancshares’s total shares outstanding.

Does Blackrock own Live Oak Bancshares?

BlackRock is not among the top 10 institutional shareholders of Live Oak Bancshares.

Who is Live Oak Bancshares’s biggest shareholder by percentage of total assets invested?

Southernsun asset management is Live Oak Bancshares’s biggest shareholder by percentage of total assets invested, with 3.93% of its assets in 796.72K Live Oak Bancshares shares, valued at 31.51M$.

Who is the top mutual fund holder of Live Oak Bancshares shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Live Oak Bancshares shares, with 5.40% of its total shares outstanding invested in 2.45M Live Oak Bancshares shares.

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