Security record
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
87Tracked holders
+7Δ holders
16.37MShares held
$668.41MReported value
+9New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +8.8% ·
share flow +4.6% ·
net new positions +8.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +7 | 16.37M | $668.41M | +9 | −2 |
| Q1 2026 | 83 | +1 | 15.71M | $519.53M | +5 | −4 |
| Q4 2025 | 82 | -2 | 16.78M | $576.36M | — | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | — | — |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | — | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | — |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | — |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | — | −1 |
| Q2 2024 | 7 | — | 1.88M | $65.96M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 1.65M | +8.0% | $67.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 1.37M | -4.8% | $55.88M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 912.54K | +6.9% | $37.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 912.54K | +6.9% | $37.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Loomis Sayles & Co L P | 671.99K | -7.7% | $27.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Loomis Sayles & Co L P | 671.99K | -7.7% | $27.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | American Century Companies Inc | 667.56K | +267.2% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 420.26K | -3.2% | $17.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Charles Schwab Investment… | 299.27K | +3.0% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 287.39K | +9.4% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 287.39K | +9.4% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 287.39K | +9.4% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Manufacturers Life Insurance… | 283.13K | -0.7% | $11.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Hotchkis & Wiley Capital Management… | 270.24K | +8.2% | $11.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 237.13K | -0.9% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 230.02K | +31.7% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 230.02K | +31.7% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 230.02K | +31.7% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 230.02K | +31.7% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 217.94K | -17.1% | $8.90M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 203.44K | -36.2% | $8.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 203.44K | -36.2% | $8.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | UBS Group AG | 161.90K | +13.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | UBS Group AG | 161.90K | +13.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | UBS Group AG | 161.90K | +13.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | State Of Wisconsin Investment Board | 138.92K | -8.6% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Citadel Advisors ✦ | 100.07K | +4.4% | $4.09M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 80 | Citadel Advisors ✦ | 100.07K | +4.4% | $4.09M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 81 | Wells Fargo & Company/Mn | 95.79K | +5.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Wells Fargo & Company/Mn | 95.79K | +5.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Wells Fargo & Company/Mn | 95.79K | +5.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Wells Fargo & Company/Mn | 95.79K | +5.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Deutsche Bank Ag\ | 95.47K | +6.9% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 95.47K | +6.9% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 95.47K | +6.9% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 85.38K | +187.2% | $3.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 85.38K | +187.2% | $3.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 85.28K | -25.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 85.28K | -25.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Captrust Financial Advisors | 84.41K | -1.6% | $3.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Royal Bank Of Canada | 81.05K | +7.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Royal Bank Of Canada | 81.05K | +7.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 81.05K | +7.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Nuveen, LLC | 78.01K | +6.0% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Nuveen, LLC | 78.01K | +6.0% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Td Asset Management Inc | 73.37K | 0.0% | $3.00M | 0.0% | Held | 3 | SEC ↗ |
| 99 | Man Group plc | 71.86K | New | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 100 | Swiss National Bank | 71.80K | -0.6% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Man Group plc | $2.93M | 0.0% |
Exited
| Simplex Trading, Llc | $72,886 | was 0.0% |
| BNP Paribas Asset Management… | $10,649 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 226 holders, 32.53M shares, $843.83M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 20
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $405,283
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 8.00K sh · $328,464
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 2.00K sh · $83,852
Aug 13
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $430,973
Aug 12
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $427,475
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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