WILMINGTON, NC
LIVE OAK BANCSHARES, INC.LOB-PA— Latest position per institution from SEC 13F filings
15
Institutional holders
32.49M
Total shares held
868.10M
Estimated value
1.62M
Avg. position size
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
6.49M
Value
214.63K
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
3.43M
Value
113.53M
Filed
Mar 31, 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
BARROW HANLEY MEWHINNEY & STRAUSS LLC
CIK 313028
Shares
1.62M
Value
53.64M
Filed
Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.59M
Value
52.68M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.53M
Value
50.69M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
1.44M
Value
47.53M
Filed
Mar 31, 2026
NEWEDGE WEALTH, LLC
CIK 1861796
Shares
1.26M
Value
43.26M
Filed
Dec 31, 2025
GILDER GAGNON HOWE & CO LLC
CIK 902464
Shares
1.19M
Value
39.46M
Filed
Mar 31, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 1089755
Shares
1.03M
Value
34.18M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
908.15K
Value
30.03M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
853.96K
Value
28.25M
Filed
Mar 31, 2026
ARTISAN PARTNERS LIMITED PARTNERSHIP
CIK 1466153
Shares
762.75K
Value
23.04M
Filed
Dec 31, 2022
LOOMIS SAYLES & CO L P
CIK 312348
Shares
728.13K
Value
24.08M
Filed
Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
722.90K
Value
23.91M
Filed
Mar 31, 2026
ROYCE & ASSOCIATES LP
CIK 906304
Shares
573.85K
Value
18.98M
Filed
Mar 31, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
434.17K
Value
14.36M
Filed
Mar 31, 2026
RHEOS CAPITAL WORKS INC.
CIK 1735445
Shares
413K
Value
10.06K
Filed
Mar 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 6.49M | 214.63K | Mar 31, 2026 |
| 2 | BLACKROCK, INC. | 2012383 | 3.43M | 113.53M | Mar 31, 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 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 313028 | 1.62M | 53.64M | Mar 31, 2026 |
| 7 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.59M | 52.68M | Mar 31, 2026 |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.53M | 50.69M | Mar 31, 2026 |
| 9 | STATE STREET CORP | 93751 | 1.44M | 47.53M | Mar 31, 2026 |
| 10 | NEWEDGE WEALTH, LLC | 1861796 | 1.26M | 43.26M | Dec 31, 2025 |
| 11 | GILDER GAGNON HOWE & CO LLC | 902464 | 1.19M | 39.46M | Mar 31, 2026 |
| 12 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | 1.03M | 34.18M | Mar 31, 2026 |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 908.15K | 30.03M | Mar 31, 2026 |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 853.96K | 28.25M | Mar 31, 2026 |
| 15 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 1466153 | 762.75K | 23.04M | Dec 31, 2022 |
| 16 | LOOMIS SAYLES & CO L P | 312348 | 728.13K | 24.08M | Mar 31, 2026 |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 722.90K | 23.91M | Mar 31, 2026 |
| 18 | ROYCE & ASSOCIATES LP | 906304 | 573.85K | 18.98M | Mar 31, 2026 |
| 19 | TWO SIGMA INVESTMENTS, LP | 1179392 | 434.17K | 14.36M | Mar 31, 2026 |
| 20 | RHEOS CAPITAL WORKS INC. | 1735445 | 413K | 10.06K | Mar 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.