WILMINGTON, NC
LIVE OAK BANCSHARES, INC.LOB-PA— Latest position per institution from SEC 13F filings
15
Institutional holders
32.41M
Total shares held
1.02B
Estimated value
1.62M
Avg. position size
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
6.47M
Value
264.30K
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
3.52M
Value
143.59M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
2.76M
Value
96.69M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
2.70M
Value
92.84M
Filed
Dec 31, 2025
CAPITAL INTERNATIONAL INVESTORS
CIK 1562230
Shares
2.04M
Value
80.75M
Filed
Dec 31, 2024
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.65M
Value
67.58M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.62M
Value
65.98M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
1.37M
Value
55.88M
Filed
Jun 30, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 313028
Shares
1.36M
Value
55.55M
Filed
Jun 30, 2026
NEWEDGE WEALTH, LLC
CIK 1861796
Shares
1.26M
Value
43.26M
Filed
Dec 31, 2025
GILDER GAGNON HOWE & CO LLC
CIK 902464
Shares
1.12M
Value
45.90M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
996.87K
Value
40.71M
Filed
Jun 30, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 1089755
Shares
934.75K
Value
38.18M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
912.54K
Value
37.28M
Filed
Jun 30, 2026
LOOMIS SAYLES & CO L P
CIK 312348
Shares
671.99K
Value
27.44M
Filed
Jun 30, 2026
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
667.56K
Value
27.26M
Filed
Jun 30, 2026
ROYCE & ASSOCIATES LP
CIK 906304
Shares
646.09K
Value
26.39M
Filed
Jun 30, 2026
ALGERT GLOBAL LLC
CIK 1275218
Shares
586.17K
Value
23.94M
Filed
Jun 30, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
569.23K
Value
23.25M
Filed
Jun 30, 2026
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 1082327
Shares
554.64K
Value
22.65M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 6.47M | 264.30K | Jun 30, 2026 |
| 2 | BLACKROCK, INC. | 2012383 | 3.52M | 143.59M | Jun 30, 2026 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 2.76M | 96.69M | Jun 30, 2024 |
| 4 | VANGUARD GROUP INC | 102909 | 2.70M | 92.84M | Dec 31, 2025 |
| 5 | CAPITAL INTERNATIONAL INVESTORS | 1562230 | 2.04M | 80.75M | Dec 31, 2024 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.65M | 67.58M | Jun 30, 2026 |
| 7 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.62M | 65.98M | Jun 30, 2026 |
| 8 | STATE STREET CORP | 93751 | 1.37M | 55.88M | Jun 30, 2026 |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 313028 | 1.36M | 55.55M | Jun 30, 2026 |
| 10 | NEWEDGE WEALTH, LLC | 1861796 | 1.26M | 43.26M | Dec 31, 2025 |
| 11 | GILDER GAGNON HOWE & CO LLC | 902464 | 1.12M | 45.90M | Jun 30, 2026 |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 996.87K | 40.71M | Jun 30, 2026 |
| 13 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | 934.75K | 38.18M | Jun 30, 2026 |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 912.54K | 37.28M | Jun 30, 2026 |
| 15 | LOOMIS SAYLES & CO L P | 312348 | 671.99K | 27.44M | Jun 30, 2026 |
| 16 | AMERICAN CENTURY COMPANIES INC | 748054 | 667.56K | 27.26M | Jun 30, 2026 |
| 17 | ROYCE & ASSOCIATES LP | 906304 | 646.09K | 26.39M | Jun 30, 2026 |
| 18 | ALGERT GLOBAL LLC | 1275218 | 586.17K | 23.94M | Jun 30, 2026 |
| 19 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 569.23K | 23.25M | Jun 30, 2026 |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | 554.64K | 22.65M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.