Live Oak Bancshares, Inc.
Live Oak Bancshares, Inc. (LOB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LOB · as of Sep 30, 2025
Ownership Breakdown
226
Institutional Holders
▲ 15 vs Q2
$1.07B
Total Inst. Value
▲ $154.13M vs Q2
46.26M
Shares Outstanding
freeFloat 77.64%
30.51M
13F Shares Held
▼ 363,443 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LOB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. state commercial banks | 6.52M | 14.29% | 14.29% | $229.67B | Nov 14, 2025 | ▲ 10.7K |
BLACKROCK, INC. state commercial banks | 3.22M | 7.05% | 7.05% | $113.39B | Nov 12, 2025 | ▲ 491.1K |
VANGUARD GROUP INC state commercial banks | 2.69M | 5.88% | 5.88% | $94.58B | Nov 7, 2025 | ▼ 3.1K |
BARROW HANLEY MEWHINNEY & STRAUSS LLC state commercial banks | 1.78M | 3.89% | 3.89% | $62.56B | Nov 13, 2025 | ▼ 104.7K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 1.55M | 3.39% | 3.39% | $54.42B | Nov 12, 2025 | ▲ 5.0K |
STATE STREET CORP state commercial banks | 1.25M | 2.73% | 2.73% | $43.85B | Nov 14, 2025 | ▼ 57.5K |
SOUTHERNSUN ASSET MANAGEMENT, LLC state commercial banks | 894.3K | 1.96% | 1.96% | $31.50B | Nov 14, 2025 | ▼ 5.4K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 826.2K | 1.81% | 1.81% | $29.10B | Nov 12, 2025 | ▲ 9.0K |
AMERIPRISE FINANCIAL INC state commercial banks | 520.0K | 1.14% | 1.14% | $18.31B | Nov 14, 2025 | ▲ 408.6K |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC state commercial banks | 370.9K | 81.27% | 81.27% | $13.06B | Nov 14, 2025 | ▲ 46.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+1.96M shares0
New Positions
first time holders20
Decreased
−2.00M shares0
Sold Out
fully exitedNet shares change (top 50)
36.5K
+1.96M / −2.00M
Net new holders
+9
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LOB insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
16
Buy transactions
23
Sell transactions
0.70
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MAHAN JAMES S III Chief Executive Officer | Jun 3, 2026 | Sale | 9,363 | $36.42 | $341.0K | 2.88M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | Jun 3, 2026 | Sale | 637 | $37.14 | $23.7K | 2.88M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | Jun 4, 2026 | Sale | 9,921 | $37.26 | $369.7K | 2.87M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | Jun 4, 2026 | Sale | 79 | $37.65 | $3.0K | 2.87M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | May 27, 2026 | Sale | 10,000 | $37.65 | $376.5K | 2.90M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | May 28, 2026 | Sale | 10,000 | $37.25 | $372.5K | 2.89M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | May 21, 2026 | Sale | 6,612 | $36.92 | $244.1K | 2.91M | Form 4 ↗ |
MAHAN JAMES S III Chief Executive Officer | May 21, 2026 | Sale | 3,388 | $37.42 | $126.8K | 2.91M | Form 4 ↗ |
Valine Yousef A. director | May 19, 2026 | Award | 2,486 | — | — | 2.5K | Form 4 ↗ |
Petty Miltom Emmett director | May 19, 2026 | Award | 2,486 | — | — | 2.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Live Oak Bancshares, Inc. (LOB) is primarily owned by institutional investors, who hold approximately 66.0% of total shares outstanding. Company insiders own approximately 22.36%, while retail and public investors account for the remaining 11.68%.
The largest institutional shareholder of Live Oak Bancshares, Inc. is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding approximately 6.52 million shares — equal to 14.29% of outstanding shares — as of September 30, 2025.
A total of 226 institutional investors currently hold LOB stock, with a combined institutional value of approximately $1.07 billion as of the most recent 13F filing period.
Frequently asked questions
LOB ownershipLive Oak Bancshares, Inc. (LOB) is primarily owned by institutional investors, who hold approximately 66.0% of shares. The largest shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. with a 14.29% stake. Company insiders hold 22.36%. Data sourced from SEC Form 13F as of September 30, 2025.