$LOB

$34.74 +$0.06 (0.17%) Close

$LOB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 46.3M shares outstanding

Who owns LOB?

By type of holder

Institutions 70.6% Insiders 0.0% Everyone else 29.5%

Concentration Top 10 holders own 43.1%

T. Rowe Price Investment Management, Inc. 14.0% · BlackRock, Inc. 7.6%

Institutional ownership

70.6%

0.0 pts vs last qtr

Institutional holders

237

+9 vs last qtr

Net shares bought

+13.2K

by institutions in Q2 2026

New / sold out

34 / 25

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

American Century Companies Inc +485.8K
Fuller & Thaler Asset Management, Inc. +239.8K

Biggest sellers in Q2 2026

Barrow Hanley Mewhinney & Strauss LLC −261.8K
Motley Fool Wealth Management, LLC SOLD OUT −209.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$20.7M

51 notices from 9 people

Shares covered

544.9K

1.18% of the company

Arranged in advance

80%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mahan James S III Officer 10b5-1 $15.1M
Derraik Renato Officer $2.84M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+31.2%

+3.07% a year

Each share's claim on the business

−23.8%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years46% 3–5 years34% 1–3 years8% Under 1 year12%

Quarterly turnover

7.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LOB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TR T. Rowe Price Investment Management, Inc.	6.5M	13.98%	−18.6K (−0.3%)	2022	0.2%
Shares held by quarter Peak holding8.1M (Q4'25) Change over 8 quarters+14.7K Share of the company13.980% T. Rowe Price Investment Management, Inc.'s full portfolio →
B BlackRock, Inc.	3.5M	7.60%	+83.0K (+2.4%)	≤2021	0.0%
Shares held by quarter Peak holding3.6M (Q4'25) Change over 8 quarters+748.1K Share of the company7.600% BlackRock, Inc.'s full portfolio →

T. Rowe Price Investment Management, Inc.

6.5M

% of company

13.98%

Change vs last qtr

−18.6K (−0.3%)

Held since

2022

BlackRock, Inc.

3.5M

% of company

7.60%

Change vs last qtr

+83.0K (+2.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Live Oak Bancshares, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LOB on Form N-PORT; together they hold 35.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$95.6M	2.3M	5.06%	0.90%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$48.3M	1.2M	2.55%	0.00%	June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$95.6M

% of company

5.06%

% of the fund

0.90%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$48.3M

% of company

2.55%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Live Oak Bancshares, Inc. and how much of the fund the position is.

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