Live Oak Bancshares, Inc. (LOB) Institutional Ownership & Insider Trading

240 institutions reported holding Live Oak Bancshares, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 75 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Banks - Regional · Financials

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Market cap: 1.6B
P/E TTM: 12.4
Dividend yield: 0.3%
52-week: —
Next earnings: 19 Jan, in 87 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

240 institutions held 71.0% of the shares. Across filers that reported both quarters, shares held changed +1.6%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	240	33	+1.6%	78	25	56	13
Mar 26	227	33	-5.7%	77	18	74	19
Dec 25	227	35	+12.7%	65	24	71	19
Sep 25	220	31	-0.6%	83	20	54	8
Jun 25	208	31	+2.6%	86	19	52	30
Mar 25	220	30	-0.3%	75	36	46	29
Dec 24	213	30	+0.8%	73	20	46	20
Sep 24	209	30	+0.2%	60	25	54	15

Live Oak Bancshares, Inc. — questions

Who owns Live Oak Bancshares, Inc. stock?: 240 institutions reported Live Oak Bancshares, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: T. Rowe Price Investment Management, Inc. (14.0%), BlackRock, Inc. (7.6%), VANGUARD CAPITAL MANAGEMENT LLC (3.6%).
Are Live Oak Bancshares, Inc. insiders buying or selling?: 75 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Live Oak Bancshares, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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