Live Oak Bancshares (LOB)
Industry-focused bank for nationwide small-business and government-guaranteed lending.
$37.92
vs last close+0.05 (+0.13%)
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13F · 13D/G · Form 4
| Institutions | 71.61% | 33.14M shares | |
|---|---|---|---|
| 242 holders · as of Jun 30, 2026 | |||
| Insiders | 16.16% | 7.48M shares | |
| 21 holders · as of Sep 11, 2026 | |||
| Strategic holders | 4.42% | 2.05M shares | |
| 1 holder · as of Feb 24, 2022 | |||
| Other | 7.81% | 3.61M shares | |
| remainder | |||
46.28M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
242 holders · 33.14M shares · 37 new positions · 121 increased · 67 reduced · 24 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6.47M | 13.98% | −18.6K | Aug 14, 2026 |
| BlackRock, Inc. | 3.52M | 7.60% | +83.0K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.65M | 3.58% | +122.0K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.62M | 3.49% | +22.3K | Aug 11, 2026 |
| State Street Corp | 1.37M | 2.95% | −69.7K | Aug 7, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 1.36M | 2.94% | −261.8K | Aug 12, 2026 |
| Gilder Gagnon Howe & Co LLC | 1.12M | 2.43% | −69.2K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 996.9K | 2.15% | +88.7K | Aug 13, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Mahan James S Iii | 14.40% | 6.62M | 13G | Feb 5, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 10, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $38.75 | 2,747,844 |
| Sep 9, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $38.63 | 2,757,844 |
| Sep 3, 2026 | Tonya Williams Bradforddirector | Sale | 1,600 | $39.89 | 8,043 |
| Sep 3, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $39.75 | 2,767,844 |
| Sep 3, 2026 | William L. Iii Williamsdirector | Sale | 6,590 | $40.09 | 1,105,726 |
| Sep 2, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale · 2 lots | 10,000 | $39.54 | 2,777,844 |
| Sep 2, 2026 | William L. Iii Williamsdirector | Sale | 1,810 | $40.00 | 1,112,316 |
| Aug 27, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $39.66 | 2,787,844 |
| Aug 26, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $39.99 | 2,797,844 |
| Aug 20, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $40.53 | 2,807,844 |
House and Senate disclosures
Not reported.