LOBLive Oak Bancshares, Inc.

$39.97

Who owns LOB

224 institutions reported holding LOB for 2026Q1, together 70% of the company, fewer than the 227 a quarter earlier.

224

Institutions reporting a position · as of 2026Q1 · down from 227 the quarter before

Shares held by institutions
32.6M

Shares held by institutions · 70% of the company · long US equity positions only, as reported on Form 13F

Reported value
$1.08B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
34%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
43
New positions
20
Positions exited
27
Added to
79
Reduced
75
Top 10 holdersof the company
45%
Institutional ownership by quarter, 2015Q3 to 2026Q1
QuarterFilersSharesReported value
2026Q122432.6M$1.08B
2025Q422732.6M$1.12B
2025Q322130.5M$1.07B
2025Q220730.8M$917M
2025Q122030.1M$803M
2024Q421430.3M$1.20B
2024Q320929.8M$1.41B
2024Q219729.7M$1.04B
2024Q119628.7M$1.19B
2023Q418828.6M$1.30B
2023Q317128.2M$817M
2023Q215827.7M$729M
2023Q117228.2M$688M
2022Q418629.6M$895M
2022Q318728.3M$865M
2022Q217129.2M$988M
Largest reported holders, 2026Q1
HolderShares% of companyValue
T. Rowe Price Investment Management, Inc.6.5M14%$215M
BlackRock Inc.3.4M7.4%$114M
VANGUARD GROUP INC2.7M5.9%$90M
BARROW HANLEY MEWHINNEY & STRAUSS LLC1.6M3.5%$54M
DIMENSIONAL FUND ADVISORS LP1.6M3.4%$53M
STATE STREET CORP1.4M3.1%$48M
GILDER GAGNON HOWE & CO LLC1.2M2.6%$39M
SOUTHERNSUN ASSET MANAGEMENT, LLC1.0M2.2%$34M
GEODE CAPITAL MANAGEMENT LLC0.9M1.8%$28M
LOOMIS SAYLES & CO L P0.7M1.6%$24M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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