13FBOX
LIVE OAK BANCSHARES INC · 13F Institutional Holdings
Options Calculator Rankings

LIVE OAK BANCSHARES INC

LOB
Institutions
241
Combined AUM (Q2 2026)
$1.35B
Combined Shares (Q2 2026)
33.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.6M
122 · 38 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
89 · 23 Exit · ≈
⚖️ Net
+344,677
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.35B
Institutions
241
New Buys
38
Adds
84
Reduces
66
Exits
23
Unchanged
53
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T. Rowe Price Investment Management, Inc.
0.17%0.15%#12$264.3M6.5M$214.6M6.5M-18,649-0.29%Reduce
BlackRock, Inc.
<0.01%<0.01%#107$143.6M3.5M$113.5M3.4M+82,957+2.42%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#127$67.6M1.7M$50.7M1.5M+121,959+7.96%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#61$66.0M1.6M$52.7M1.6M+22,344+1.40%Add
STATE STREET CORP
<0.01%<0.01%#118$55.9M1.4M$47.5M1.4M-69,696-4.85%Reduce
BARROW HANLEY MEWHINNEY & STRAUSS LLC
0.17%0.18%#14$55.5M1.4M$53.6M1.6M-261,812-16.14%Reduce
GILDER GAGNON HOWE & CO LLC
0.47%0.47%#6$45.9M1.1M$39.5M1.2M-69,204-5.80%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#115$40.7M996,870$30.0M908,146+88,724+9.77%Add
SOUTHERNSUN ASSET MANAGEMENT, LLC
5.14%4.95%#1$38.2M934,751$34.2M1.0M-98,788-9.56%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#111$37.3M912,543$28.2M853,958+58,585+6.86%Add
LOOMIS SAYLES & CO L P
0.03%0.03%#39$27.4M671,994$24.1M728,129-56,135-7.71%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%<0.01%#60$27.3M667,556$6.0M181,787+485,769+267.22%Add
ROYCE & ASSOCIATES LP
0.21%0.19%#10$26.4M646,091$19.0M573,850+72,241+12.59%Add
ALGERT GLOBAL LLC
0.28%0.18%#8$23.9M586,166$12.0M362,679+223,487+61.62%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.07%0.08%#26$23.2M569,233$23.9M722,897-153,664-21.26%Reduce
FULLER & THALER ASSET MANAGEMENT, INC.
0.06%0.04%#29$22.7M554,642$10.4M314,828+239,814+76.17%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#57$17.2M420,262$14.4M434,168-13,906-3.20%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#126$13.1M320,783$10.7M324,387-3,604-1.11%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#120$12.2M299,270$9.6M290,634+8,636+2.97%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#92$11.7M287,390$8.7M262,788+24,602+9.36%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#67$11.6M283,133$9.4M285,133-2,000-0.70%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.03%#43$11.0M270,239$8.3M249,719+20,520+8.22%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#105$10.2M249,249$7.7M234,168+15,081+6.44%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#104$9.7M237,127$7.9M239,324-2,197-0.92%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#165$9.4M230,020$5.8M174,613+55,407+31.73%Add
WHITTIER TRUST CO
0.09%0.09%#22$9.4M224,384$7.6M225,955-1,571-0.70%Reduce
D. E. Shaw & Co., Inc.
<0.01%0.01%#81$8.9M217,937$8.7M263,003-45,066-17.14%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#155$8.3M203,445$10.5M319,000-115,555-36.22%Reduce
MORGAN STANLEY
<0.01%<0.01%#175$7.7M188,571$10.1M286,077-97,506-34.08%Reduce
DIAMOND HILL CAPITAL MANAGEMENT INC
0.06%0.04%#31$7.3M179,294$5.6M169,580+9,714+5.73%Add
Motley Fool Wealth Management, LLC
0.78%0.78%#4$6.9M209,559$6.9M209,55900.00%Unchanged
Trust Co of the South
0.96%0.89%#3$6.8M167,500$5.5M167,50000.00%Unchanged
UBS Group AG
<0.01%<0.01%#147$6.6M161,904$4.7M142,825+19,079+13.36%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.11%0.1%#16$6.3M154,378$5.1M154,37800.00%Unchanged
RICE HALL JAMES & ASSOCIATES, LLC
0.28%0.27%#9$5.7M140,163$4.8M145,557-5,394-3.71%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#112$5.7M138,955$3.3M100,615+38,340+38.11%Add
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.01%#62$5.7M138,919$5.0M151,952-13,033-8.58%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#79$5.6M137,581$3.3M100,573+37,008+36.80%Add
Trexquant Investment LP
0.03%0.02%#44$5.2M127,605$2.2M67,173+60,432+89.96%Add
WHITTIER TRUST CO OF NEVADA INC
0.09%0.08%#23$4.8M117,000$4.0M117,136-136-0.12%Reduce
Apollon Wealth Management, LLC
0.06%#32$4.8M117,466$00+117,466New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#154$4.5M110,334$3.3M100,279+10,055+10.03%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#168$4.4M107,771$3.4M103,060+4,711+4.57%Add
E. Ohman J:or Asset Management AB
0.09%0.09%#21$4.0M98,745$3.3M98,74500.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#160$3.9M95,789$3.0M90,913+4,876+5.36%Add
DEUTSCHE BANK AG\
<0.01%<0.01%#137$3.9M95,469$3.0M89,284+6,185+6.93%Add
Lighthouse Investment Partners, LLC
0.1%0.06%#20$3.7M89,556$1.6M48,836+40,720+83.38%Add
Empowered Funds, LLC
0.02%0.02%#50$3.6M89,193$2.9M89,188+5+0.01%Add
FMR LLC
<0.01%<0.01%#206$3.5M85,379$983,13229,729+55,650+187.19%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#158$3.5M85,275$3.8M114,814-29,539-25.73%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow