Who Owns LOB?
Live Oak Bancshares, Inc. — Institutional Ownership & 13F Holdings
$37.84
+0.01 (+0.04%)
Market Cap
$1.7B
Shares Outstanding
46,239,900
Institutional Holders
251
Total Inst. Value
$2.7B
% of Float Held
140.4%
QoQ Holder Change
+92
Institutional data as of Q1 2025
New Positions
82
Closed Positions
32
Increased
83
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CLEAR STREET LLCNew | $1.6B | 161,425 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $259.2M | 9,724 |
| 3 | T. Rowe Price Investment Management, Inc. | $172.9M | 6,484,524 |
| 4 | BlackRock, Inc. | $72.0M | 2,701,758 |
| 5 | VANGUARD GROUP INC | $70.9M | 2,657,737 |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $41.4M | 1,553,397 |
| 7 | DIMENSIONAL FUND ADVISORS LP | $38.1M | 1,427,345 |
| 8 | STATE STREET CORP | $33.8M | 1,267,430 |
| 9 | SOUTHERNSUN ASSET MANAGEMENT, LLC | $23.2M | 871,934 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $21.2M | 794,951 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CLEAR STREET LLCNew | +161K | $1.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +90 | $259.2M |
| T. Rowe Price Investment Management, Inc. | +65K | $172.9M |
| VANGUARD GROUP INC | +26K | $70.9M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | +13K | $41.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -755K | $1.9M |
| LOOMIS SAYLES & CO L P | -220K | $405K |
| DIAMOND HILL CAPITAL MANAGEMENT INC | -157K | $28K |
| BlackRock, Inc. | -106K | $72.0M |
| HOMESTEAD ADVISERS CORP | -89K | $909K |
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Frequently Asked Questions
How many institutional investors hold LOB?
As of Q1 2025, 251 institutional investors report holding LOB (Live Oak Bancshares, Inc.) in their 13F filings.
What percentage of Live Oak Bancshares, Inc. is owned by institutions?
Institutional investors hold approximately 140.4% of Live Oak Bancshares, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most LOB?
The largest institutional holder of LOB is CLEAR STREET LLC with $1.6B in shares.
Are institutions buying or selling LOB?
This quarter, 82 institutions opened new positions in LOB and 32 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.