Who Owns Live Oak Bancshares Stock?
NYSE: LOBFinancial ServicesBanks - RegionalUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 72.59%
- Held by insiders
- 22.93%
- Institutional holders
- 332
- Institutions 72.6%
- Insiders 22.9%
- Public and other 4.5%
Who owns Live Oak Bancshares stock?
Institutional investors own about 72.6% of Live Oak Bancshares's shares, spread across 332 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 22.93% of LOB.
The largest institutional holders are T. Rowe Price Investment Management, Inc. (13.99%), Blackrock Inc. (7.60%) and Vanguard Capital Management LLC (3.58%). Together, the top 10 institutions control 43.1% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their LOB positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of LOB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6.47M | 13.99% | -0.3% |
| Blackrock Inc. | 3.52M | 7.60% | +2.4% |
| Vanguard Capital Management LLC | 1.65M | 3.58% | +8.0% |
| Dimensional Fund Advisors LP | 1.62M | 3.49% | +1.4% |
| State Street Corporation | 1.37M | 2.96% | -4.8% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 1.36M | 2.94% | -16.1% |
| Gilder Gagnon Howe & Co LLC | 1.12M | 2.43% | -5.8% |
| Vanguard Portfolio Management LLC | 996.87K | 2.15% | +9.8% |
| SouthernSun Asset Management, LLC | 934.75K | 2.02% | -9.6% |
| Geode Capital Management, LLC | 912.54K | 1.97% | +6.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of LOB
| Fund | Shares | % Held |
|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 2.34M | 5.06% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 1.52M | 3.28% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.18M | 2.55% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 965.64K | 2.09% |
| iShares Trust-iShares Russell 2000 ETF | 928.94K | 2.01% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 698.60K | 1.51% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | 525.63K | 1.14% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Core Equity Trust | 451.12K | 0.98% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 423.89K | 0.92% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 409.94K | 0.89% |
Frequently asked questions
Who is the largest shareholder of Live Oak Bancshares?
T. Rowe Price Investment Management, Inc. is the largest institutional shareholder of LOB, owning 13.99% of shares outstanding (6.47M shares) as of its latest 13F filing.
What percentage of Live Oak Bancshares is owned by institutions?
Institutions own about 72.6% of LOB shares and 94.2% of the public float.
How much of Live Oak Bancshares do insiders own?
Insiders, such as officers and directors, own about 22.93% of LOB shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.