Live Oak Bancshares, Inc.

Historical 13F Holders

Symbol
LOB
CUSIP
53803X105
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 53803X105 since 12/18/2024, largest first.

Filer % of Class Filed
Mahan James S III 13G/A
14.4% 2/5/2026
Event 12/31/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 26 269 k $9.69 M
2026 Q2 243 34.5 M $1.38 B
2026 Q1 232 32.6 M $1.08 B
2025 Q4 238 34.6 M $1.19 B
2025 Q3 228 30.7 M $1.08 B
2025 Q2 215 31.3 M $933 M
2025 Q1 232 30.2 M $804 M
2024 Q4 220 30.4 M $1.20 B
2024 Q3 219 29.9 M $1.41 B
2024 Q2 206 29.8 M $1.05 B
2024 Q1 211 29.2 M $1.21 B
2023 Q4 206 29.2 M $1.33 B
2023 Q3 180 28.2 M $817 M
2023 Q2 167 27.7 M $730 M
2023 Q1 181 28.3 M $689 M
2022 Q4 197 30.9 M $932 M
2022 Q3 194 28.3 M $865 M
2022 Q2 180 29.2 M $988 M
2022 Q1 221 29.1 M $1.48 B
2021 Q4 228 27.3 M $2.38 B
2021 Q3 179 25.2 M $1.61 B
2021 Q2 179 24.5 M $1.45 B
2021 Q1 183 22.8 M $1.56 B
2020 Q4 179 21.3 M $1.01 B
2020 Q3 127 17.7 M $448 M
2020 Q2 110 17.4 M $253 M
2020 Q1 120 17.5 M $218 M
2019 Q4 115 18.7 M $356 M
2019 Q3 103 17.1 M $310 M
2019 Q2 112 17.4 M $298 M
2019 Q1 120 18.3 M $267 M
2018 Q4 114 19.0 M $281 M
2018 Q3 113 19.3 M $516 M
2018 Q2 116 18.0 M $552 M
2018 Q1 103 17.2 M $479 M
2017 Q4 92 16.4 M $390 M
2017 Q3 82 16.3 M $383 M
2017 Q2 75 11.2 M $272 M
2017 Q1 76 10.8 M $233 M
2016 Q4 71 9.83 M $182 M
2016 Q3 69 10.7 M $155 M
2016 Q2 72 9.97 M $141 M
2016 Q1 61 9.29 M $139 M
2015 Q4 55 8.33 M $119 M
2015 Q3 52 7.45 M $146 M