Security record · archived quarter
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
16Tracked holders
0Δ holders
10.00MShares held
$352.03MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.22M | +18.0% | $113.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 2.69M | -0.1% | $94.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 2.69M | -0.1% | $94.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 2.69M | -0.1% | $94.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 2.69M | -0.1% | $94.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 2.69M | -0.1% | $94.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 1.25M | -4.4% | $43.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 826.22K | +1.1% | $29.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 826.22K | +1.1% | $29.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 322.37K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 289.07K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 289.07K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 286.08K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Millennium Management ✦ | 282.93K | -55.8% | $9.96M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 275.45K | -37.7% | $9.70M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 275.45K | -37.7% | $9.70M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 161.13K | -37.1% | $5.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 161.13K | -37.1% | $5.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Two Sigma Investments ✦ | 155.17K | +267.5% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 94.28K | +54.4% | $3.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 94.28K | +54.4% | $3.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 94.28K | +54.4% | $3.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 94.28K | +54.4% | $3.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 94.28K | +54.4% | $3.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 52.87K | +144.1% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 52.87K | +144.1% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Point72 Asset Management ✦ | 37.10K | +95.4% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 33.68K | +5.6% | $1.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 60 | Marshall Wace ✦ | 28.66K | -14.5% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Marshall Wace ✦ | 28.66K | -14.5% | $1.01M | 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
| No new tracked buyers this quarter. |
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.
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: Q3 2025 ·
Methodology ·
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