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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow -15.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.34M | — | $52.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 772.80K | -0.1% | $30.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | D. E. Shaw & Co. ✦ | 159.03K | -20.4% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 102.55K | -21.8% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 94.33K | -80.2% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 91.04K | -58.4% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 74.12K | New | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 27.44K | +10.4% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 12.77K | New | $505,053 | 0.0% | New | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $2.93M | 0.0% |
| AQR Capital Management | $505,053 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
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)
Officer, Director, 10% owner · 10.00K sh · $387,485
Officer, Director, 10% owner · 10.00K sh · $386,312
Director · 1.60K sh · $63,824
Director · 6.59K sh · $264,220
Officer, Director, 10% owner · 10.00K sh · $397,466
Officer, Director, 10% owner · 10.00K sh · $396,590
Officer, Director, 10% owner · 10.00K sh · $399,878
Officer, Director, 10% owner · 10.00K sh · $405,283
Officer, Director, 10% owner · 8.00K sh · $328,464
Officer, Director, 10% owner · 2.00K sh · $83,852
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology