Security record · archived quarter
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
82Tracked holders
-2Δ holders
16.78MShares held
$576.36MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow +1.9% ·
net new positions -2.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.54M | — | $52.85M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.54M | — | $52.85M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.54M | — | $52.85M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.54M | — | $52.85M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.54M | — | $52.85M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passive) | 1.31M | +5.1% | $44.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 817.44K | -1.1% | $28.08M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 817.44K | -1.1% | $28.08M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Loomis Sayles & Co L P | 558.41K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Loomis Sayles & Co L P | 558.41K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Hotchkis & Wiley Capital Management… | 370.86K | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 338.49K | +22.9% | $11.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 338.49K | +22.9% | $11.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 293.24K | +1.4% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 293.24K | +1.4% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Charles Schwab Investment… | 291.96K | — | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Manufacturers Life Insurance… | 288.12K | — | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 286.16K | +84.4% | $9.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 285.09K | — | $9.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Millennium Management ✦ | 258.07K | -8.8% | $8.86M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | Raymond James Financial Inc | 220.27K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Raymond James Financial Inc | 220.27K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Raymond James Financial Inc | 220.27K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 217.50K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 210.18K | +30.4% | $7.22M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 210.18K | +30.4% | $7.22M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 188.57K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 161.55K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 161.55K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Wells Fargo & Company/Mn | 161.55K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS Group AG | 160.71K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS Group AG | 160.71K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | UBS Group AG | 160.71K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 139.76K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Ameriprise Financial Inc | 134.34K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 134.34K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Nuveen, LLC | 107.49K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Nuveen, LLC | 107.49K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Nuveen, LLC | 107.49K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 103.54K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 102.06K | — | $3.51M | 0.0% | n/c | 1 | 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
| Point72 Asset Management | $1.31M | was 0.0% |
| Marshall Wace | $1.01M | 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: Q4 2025 ·
Methodology ·
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