Live Oak Bancshares, Inc. (LOB) — Institutional Holders, Q2 2026
240 institutional investment managers reported a LOB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LOB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERICAN CENTURY COMPANIESAdded · +485,769 sh+$19.8M
- FULLER & THALER ASSET MANAGEMENTAdded · +239,814 sh+$9.8M
- ALGERT GLOBALAdded · +223,487 sh+$9.1M
- VANGUARD CAPITAL MANAGEMENTAdded · +121,959 sh+$5.0M
- Apollon Wealth ManagementNew · +117,466 sh+$4.8M
Biggest sellers
- BARROW HANLEY MEWHINNEY & STRAUSSTrimmed · -261,812 sh-$10.7M
- Motley Fool Wealth ManagementSold out · -209,559 sh-$8.6M
- WILLIAM BLAIR INVESTMENT MANAGEMENTTrimmed · -153,664 sh-$6.3M
- Brevan Howard Capital ManagementSold out · -125,000 sh-$5.1M
- GOLDMAN SACHS GROUPTrimmed · -115,555 sh-$4.7M
LOB 13F holders ranked 1–100 of 240
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management#1 · 6,471,452 sh | 6,471,452 | $264.3M | 0.17% | -0.3% |
| 2 | BlackRock#2 · 3,515,856 sh | 3,515,856 | $143.6M | <0.01% | +2.4% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 1,654,730 sh | 1,654,730 | $67.6M | <0.01% | +8.0% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 1,615,529 sh | 1,615,529 | $66.0M | 0.01% | +1.4% |
| 5 | STATE STREET#5 · 1,367,619 sh | 1,367,619 | $55.9M | <0.01% | -4.8% |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS#6 · 1,360,091 sh | 1,360,091 | $55.5M | 0.17% | -16.1% |
| 7 | GILDER GAGNON HOWE#7 · 1,123,910 sh | 1,123,910 | $45.9M | 0.47% | -5.8% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT#8 · 996,870 sh | 996,870 | $40.7M | <0.01% | +9.8% |
| 9 | SOUTHERNSUN ASSET MANAGEMENT#9 · 934,751 sh | 934,751 | $38.2M | 5.14% | -9.6% |
| 10 | GEODE CAPITAL MANAGEMENT#10 · 912,543 sh | 912,543 | $37.3M | <0.01% | +6.9% |
| 11 | LOOMIS SAYLES & L P#11 · 671,994 sh | 671,994 | $27.4M | 0.03% | -7.7% |
| 12 | AMERICAN CENTURY COMPANIES#12 · 667,556 sh | 667,556 | $27.3M | 0.01% | +267.2% |
| 13 | ROYCE & ASSOCIATES#13 · 646,091 sh | 646,091 | $26.4M | 0.21% | +12.6% |
| 14 | ALGERT GLOBAL#14 · 586,166 sh | 586,166 | $23.9M | 0.28% | +61.6% |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT#15 · 569,233 sh | 569,233 | $23.2M | 0.07% | -21.3% |
| 16 | FULLER & THALER ASSET MANAGEMENT#16 · 554,642 sh | 554,642 | $22.7M | 0.06% | +76.2% |
| 17 | TWO SIGMA INVESTMENTS#17 · 420,262 sh | 420,262 | $17.2M | 0.01% | -3.2% |
| 18 | NORTHERN#18 · 320,783 sh | 320,783 | $13.1M | <0.01% | -1.1% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 299,270 sh | 299,270 | $12.2M | <0.01% | +3.0% |
| 20 | RAYMOND JAMES FINANCIAL#20 · 287,390 sh | 287,390 | $11.7M | <0.01% | +9.4% |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#21 · 283,133 sh | 283,133 | $11.6M | <0.01% | -0.7% |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#22 · 270,239 sh | 270,239 | $11.0M | 0.03% | +8.2% |
| 23 | VANGUARD FIDUCIARY#23 · 249,249 sh | 249,249 | $10.2M | <0.01% | +6.4% |
| 24 | ENVESTNET ASSET MANAGEMENT#24 · 237,127 sh | 237,127 | $9.7M | <0.01% | -0.9% |
| 25 | BANK OF AMERICA#25 · 230,020 sh | 230,020 | $9.4M | <0.01% | +31.7% |
| 26 | WHITTIER#26 · 224,384 sh | 224,384 | $9.4M | 0.09% | -0.7% |
| 27 | D. E. Shaw#27 · 217,937 sh | 217,937 | $8.9M | <0.01% | -17.1% |
| 28 | GOLDMAN SACHS GROUP#28 · 203,445 sh | 203,445 | $8.3M | <0.01% | -36.2% |
| 29 | MORGAN STANLEY#29 · 188,571 sh | 188,571 | $7.7M | <0.01% | -15.0% |
| 30 | DIAMOND HILL CAPITAL MANAGEMENT#30 · 179,294 sh | 179,294 | $7.3M | 0.06% | +5.7% |
| 31 | of the South#31 · 167,500 sh | 167,500 | $6.8M | — | 0.0% |
| 32 | UBS Group AG#32 · 161,904 sh | 161,904 | $6.6M | <0.01% | +13.4% |
| 33 | BRIDGEWAY CAPITAL MANAGEMENT#33 · 154,378 sh | 154,378 | $6.3M | 0.11% | 0.0% |
| 34 | RICE HALL JAMES & ASSOCIATES#34 · 140,163 sh | 140,163 | $5.7M | 0.28% | -3.7% |
| 35 | AQR CAPITAL MANAGEMENT#35 · 138,955 sh | 138,955 | $5.7M | <0.01% | +38.1% |
| 36 | STATE OF WISCONSIN INVESTMENT BOARD#36 · 138,919 sh | 138,919 | $5.7M | 0.01% | -8.6% |
| 37 | Russell Investments Group, Ltd.#37 · 137,581 sh | 137,581 | $5.6M | <0.01% | +36.8% |
| 38 | Trexquant Investment#38 · 127,605 sh | 127,605 | $5.2M | 0.03% | +90.0% |
| 39 | WHITTIER OF NEVADA#39 · 117,000 sh | 117,000 | $4.8M | 0.09% | -0.1% |
| 40 | Apollon Wealth Management#40 · 117,466 sh | 117,466 | $4.8M | — | New |
| 41 | Bank of New York Mellon#41 · 110,334 sh | 110,334 | $4.5M | <0.01% | +10.0% |
| 42 | CITADEL ADVISORS#42 · 100,071 sh | 100,071 | $4.1M | <0.01% | +4.4% |
| 43 | E. Ohman J:or Asset Management AB#43 · 98,745 sh | 98,745 | $4.0M | — | 0.0% |
| 44 | WELLS FARGO & COMPANY#44 · 95,789 sh | 95,789 | $3.9M | <0.01% | +5.4% |
| 45 | DEUTSCHE BANK AG\#45 · 95,469 sh | 95,469 | $3.9M | <0.01% | +6.9% |
| 46 | Lighthouse Investment Partners#46 · 89,556 sh | 89,556 | $3.7M | 0.10% | +83.4% |
| 47 | Empowered Funds#47 · 89,193 sh | 89,193 | $3.6M | 0.02% | 0.0% |
| 48 | FMR#48 · 85,379 sh | 85,379 | $3.5M | <0.01% | +187.2% |
| 49 | AMERIPRISE FINANCIAL#49 · 85,275 sh | 85,275 | $3.5M | <0.01% | -25.7% |
| 50 | CAPTRUST FINANCIAL ADVISORS#50 · 84,408 sh | 84,408 | $3.4M | <0.01% | -1.5% |
| 51 | ROYAL BANK OF CANADA#51 · 81,054 sh | 81,054 | $3.3M | <0.01% | +7.9% |
| 52 | Nuveen#52 · 78,008 sh | 78,008 | $3.2M | <0.01% | +6.0% |
| 53 | TD ASSET MANAGEMENT#53 · 73,366 sh | 73,366 | $3.0M | <0.01% | 0.0% |
| 54 | Man Group plc#54 · 71,864 sh | 71,864 | $2.9M | <0.01% | New |
| 55 | Swiss National Bank#55 · 71,800 sh | 71,800 | $2.9M | <0.01% | -0.6% |
| 56 | Qube Research & Technologies Ltd#56 · 66,187 sh | 66,187 | $2.7M | <0.01% | New |
| 57 | DARK FOREST CAPITAL MANAGEMENT#57 · 65,920 sh | 65,920 | $2.7M | 0.17% | +30.2% |
| 58 | Riggs Asset Managment#58 · 65,180 sh | 65,180 | $2.7M | 0.48% | -9.2% |
| 59 | Bragg Financial Advisors#59 · 59,402 sh | 59,402 | $2.4M | 0.06% | 0.0% |
| 60 | CHATHAM CAPITAL GROUP#60 · 58,903 sh | 58,903 | $2.4M | — | +12.1% |
| 61 | Invesco Ltd.#61 · 58,742 sh | 58,742 | $2.4M | <0.01% | -10.0% |
| 62 | JACOBS LEVY EQUITY MANAGEMENT#62 · 56,079 sh | 56,079 | $2.3M | <0.01% | -57.8% |
| 63 | WCM INVESTMENT MANAGEMENT#63 · 55,369 sh | 55,369 | $2.3M | <0.01% | -63.9% |
| 64 | FIRST ADVISORS#64 · 54,424 sh | 54,424 | $2.2M | <0.01% | +32.8% |
| 65 | CenterBook Partners#65 · 53,530 sh | 53,530 | $2.2M | 0.11% | -59.3% |
| 66 | VOLORIDGE INVESTMENT MANAGEMENT#66 · 53,182 sh | 53,182 | $2.2M | <0.01% | -51.5% |
| 67 | Motley Fool Asset Management#67 · 50,541 sh | 50,541 | $2.1M | — | -9.6% |
| 68 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#68 · 50,531 sh | 50,531 | $2.1M | <0.01% | -1.3% |
| 69 | RHUMBLINE ADVISERS#69 · 49,849 sh | 49,849 | $2.0M | <0.01% | +5.4% |
| 70 | FEDERATED HERMES#70 · 49,141 sh | 49,141 | $2.0M | <0.01% | +24.4% |
| 71 | OPPENHEIMER ASSET MANAGEMENT#71 · 49,094 sh | 49,094 | $2.0M | — | +1.3% |
| 72 | CITIGROUP#72 · 46,392 sh | 46,392 | $1.9M | <0.01% | +1.5% |
| 73 | SG Americas Securities#73 · 45,618 sh | 45,618 | $1.9M | <0.01% | +21.4% |
| 74 | Quantinno Capital Management#74 · 44,880 sh | 44,880 | $1.8M | <0.01% | +51.2% |
| 75 | MARSHALL WACE, LLP#75 · 44,516 sh | 44,516 | $1.8M | <0.01% | New |
| 76 | VICTORY CAPITAL MANAGEMENT#76 · 43,665 sh | 43,665 | $1.8M | <0.01% | +0.2% |
| 77 | JPMORGAN CHASE#77 · 41,844 sh | 41,844 | $1.8M | <0.01% | -60.8% |
| 78 | HRT FINANCIAL#78 · 42,533 sh | 42,533 | $1.7M | <0.01% | +60.8% |
| 79 | PRICE T ROWE ASSOCIATES#79 · 41,528 sh | 41,528 | $1.7M | <0.01% | +25.4% |
| 80 | Walleye Capital#80 · 39,973 sh | 39,973 | $1.6M | <0.01% | New |
| 81 | BNP PARIBAS FINANCIAL MARKETS#81 · 39,622 sh | 39,622 | $1.6M | <0.01% | +69.4% |
| 82 | MML INVESTORS SERVICES#82 · 39,371 sh | 39,371 | $1.6M | <0.01% | +38.0% |
| 83 | Point72 Asset Management, L.P.#83 · 38,616 sh | 38,616 | $1.6M | <0.01% | New |
| 84 | ALLIANCEBERNSTEIN L.P.#84 · 46,590 sh | 46,590 | $1.5M | <0.01% | +24.7% |
| 85 | STIFEL FINANCIAL#85 · 36,958 sh | 36,958 | $1.5M | <0.01% | +9.2% |
| 86 | Creative Planning#86 · 36,324 sh | 36,324 | $1.5M | <0.01% | +6.7% |
| 87 | Legal & General Group Plc#87 · 36,337 sh | 36,337 | $1.5M | <0.01% | +29.1% |
| 88 | Sovran Advisors#88 · 34,362 sh | 34,362 | $1.5M | 0.11% | +5.6% |
| 89 | RE ADVISERS#89 · 34,100 sh | 34,100 | $1.4M | 0.03% | 0.0% |
| 90 | SALEM INVESTMENT COUNSELORS#90 · 31,910 sh | 31,910 | $1.3M | — | -16.5% |
| 91 | PDT Partners#91 · 31,021 sh | 31,021 | $1.3M | 0.07% | -21.9% |
| 92 | SEI INVESTMENTS#92 · 30,657 sh | 30,657 | $1.3M | <0.01% | -25.5% |
| 93 | LPL Financial#93 · 29,965 sh | 29,965 | $1.2M | <0.01% | -2.2% |
| 94 | OSAIC#94 · 29,606 sh | 29,606 | $1.2M | <0.01% | +1.1% |
| 95 | VANGUARD ASSET MANAGEMENT, Ltd#95 · 29,394 sh | 29,394 | $1.2M | <0.01% | 0.0% |
| 96 | TRUIST FINANCIAL#96 · 29,271 sh | 29,271 | $1.2M | <0.01% | +25.8% |
| 97 | GSA CAPITAL PARTNERS LLP#97 · 28,680 sh | 28,680 | $1.2M | 0.07% | -30.1% |
| 98 | BALYASNY ASSET MANAGEMENT L.P.#98 · 27,935 sh | 27,935 | $1.1M | <0.01% | +50.8% |
| 99 | PINNACLE ASSOCIATES LTD#99 · 27,486 sh | 27,486 | $1.1M | — | +2.9% |
| 100 | XTX Topco Ltd#100 · 26,795 sh | 26,795 | $1.1M | 0.01% | -61.7% |
Funds that sold out of LOB in Q2 2026 (20)
Held LOB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Motley Fool Wealth Management209,559 sh | 209,559 | $6.9M |
| Brevan Howard Capital Management125,000 sh | 125,000 | $4.1M |
| BOOTHBAY FUND MANAGEMENT67,117 sh | 67,117 | $2.2M |
| Numerai GP48,305 sh | 48,305 | $1.6M |
| Susquehanna Portfolio Strategies29,767 sh | 29,767 | $984.4K |
| PMC FIG Opportunities24,307 sh | 24,307 | $803.8K |
| EQUITABLE14,722 sh | 14,722 | $486.9K |
| Persistent Asset Partners Ltd9,595 sh | 9,595 | $317.3K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO7,481 sh | 7,481 | $247.4K |
| PATRIOT INVESTMENT MANAGEMENT GROUP6,689 sh | 6,689 | $221.2K |
| SIMPLEX TRADING2,204 sh | 2,204 | $72.9K |
| SUMMIT SECURITIES GROUP373 sh | 373 | $12.3K |
| BNP Paribas Asset Management Holding S.A.322 sh | 322 | $10.6K |
| Root Financial Partners147 sh | 147 | $4.9K |
| Rachor Investment Advisory Services65 sh | 65 | $2.1K |
| Bare Financial Services63 sh | 63 | $2.1K |
| MAI Capital Management48 sh | 48 | $1.6K |
| Missouri & Investment16 sh | 16 | $529.00 |
| TWIN PEAKS WEALTH ADVISORS2 sh | 2 | $66.00 |
| Freestone Grove Partners1 sh | 1 | $33.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.