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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.19K | $490,514 | n/a | n/a |
| 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 | n/a | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | n/a | n/a |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | n/a | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | n/a |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | n/a |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | n/a | −1 |
| Q2 2024 | 7 | n/a | 1.88M | $65.96M | n/a | n/a |
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 ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 1.54M | n/a | $52.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 1.31M | +5.1% | $44.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 817.44K | -1.1% | $28.08M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 6 | Loomis Sayles & Co L P | 558.41K | n/a | $19.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Hotchkis & Wiley Capital Management… | 370.86K | n/a | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 338.49K | +22.9% | $11.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 293.24K | +1.4% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Charles Schwab Investment… | 291.96K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Manufacturers Life Insurance… | 288.12K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 286.16K | +84.4% | $9.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Northern Trust Corp | 285.09K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 15 | Millennium Management ✦ | 258.07K | -8.8% | $8.86M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Raymond James Financial Inc | 220.27K | n/a | $7.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Envestnet Asset Management Inc | 217.50K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 210.18K | +30.4% | $7.22M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 188.57K | n/a | $6.48M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Wells Fargo & Company/Mn | 161.55K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | UBS Group AG | 160.71K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | State Of Wisconsin Investment Board | 139.76K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 134.34K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Nuveen, LLC | 107.49K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 103.54K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 26 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 27 | Russell Investments Group, Ltd. | 102.06K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 28 | Captrust Financial Advisors | 93.02K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | American Century Companies Inc | 92.65K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 85.69K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Td Asset Management Inc | 73.37K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 72.20K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Barclays Plc | 71.38K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Invesco Ltd. | 64.32K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Fidelity (FMR) ✦ | 54.77K | +3.6% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Victory Capital Management Inc | 54.28K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Tudor Investment Corp Et Al | 53.14K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 53.00K | -83.6% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | UBS AM, a distinct business unit of… | 49.79K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | Royal Bank Of Canada | 49.01K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Rhumbline Advisers | 45.91K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Squarepoint Ops LLC | 44.76K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 42.10K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Sei Investments Co | 39.35K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Federated Hermes, Inc. | 38.52K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 37.56K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Creative Planning | 36.58K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Legal & General Group Plc | 33.38K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | California State Teachers… | 33.22K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 32.93K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Stifel Financial Corp | 32.54K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Citigroup Inc | 32.53K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Healthcare Of Ontario Pension Plan… | 32.23K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | LPL Financial LLC | 31.80K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 30.08K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Balyasny Asset Management L.P. | 29.21K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 28.48K | -15.4% | $979,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 28.35K | n/a | $973,754 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Truist Financial Corp | 23.54K | n/a | $751,440 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | First Trust Advisors Lp | 20.69K | n/a | $710,641 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 19.39K | n/a | $665,910 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cetera Investment Advisers | 18.37K | n/a | $630,998 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 16.54K | n/a | $601,566 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Hsbc Holdings Plc | 17.06K | n/a | $587,376 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Mariner, LLC | 16.79K | n/a | $576,756 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.41K | n/a | $563,752 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 14.06K | n/a | $482,995 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 13.37K | n/a | $459,260 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Hrt Financial Lp | 12.78K | n/a | $439,000 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | New York State Common Retirement… | 12.18K | n/a | $418,520 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.60K | n/a | $329,897 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 8.11K | n/a | $278,579 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 7.91K | n/a | $271,812 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 6.53K | n/a | $224,271 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | ProShare Advisors LLC | 6.47K | n/a | $222,140 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Cwm, Llc | 4.93K | n/a | $169,000 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 1.36K | n/a | $46,607 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 1.31K | n/a | $44,982 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 615 | n/a | $21,125 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | BNP Paribas Asset Management… | 348 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 74 | n/a | $2,542 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 30 | n/a | $1,031 | 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)
Sep 10
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $387,485
Sep 09
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $386,312
Sep 03
Bradford Tonya Williams
Director · 1.60K sh · $63,824
Sep 03
WILLIAMS WILLIAM L. III
Director · 6.59K sh · $264,220
Sep 03
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $397,466
Aug 27
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $396,590
Aug 26
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K sh · $399,878
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
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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