Live Oak Bancshares, Inc. LOB

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35.15 USD +0.73 (+2.12%)

At closeNov 5, 2026, 4:01 AM EST

34.66 -0.49 -1.39%

Pre-market · Nov 5, 4:01 AM ET

35.12 Day range 36.66
29.36 52-week range 44.53
YTD
+2.33%
1 year
+11.38%

Held by funds

116 US ETFs and mutual funds hold LOB · largest positions

Funds holding LOB, by value held
FundValue heldWeight in fund
VTI $42.77M0.00%
IWM $32.96M0.04%
NJM $30.06M0.04%
AVUV $28.89M0.09%
FSSNX $15.72M0.05%
VB $15.09M0.01%
DFAT $14.97M0.05%
VXF $14.91M0.02%
KRE $12.14M0.29%
DFAS $12.10M0.04%
BDSKX $10.23M0.19%
VBK $8.40M0.02%
VTWO $7.68M0.04%
SCHA $6.82M0.03%
DFAC $6.61M0.01%
NAJ $6.26M0.05%
IWN $6.20M0.04%
FSMAX $5.99M0.02%
PFF $5.96M0.05%
IWO $5.76M0.04%

Ownership

Held by insiders 22.87%
Held by institutions 72.71%
Float held by institutions 94.27%
Institutions 339

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
T. Rowe Price Investment Management, Inc.13.99%6,471,452227.60MJun 29, 2026
Blackrock Inc.7.60%3,515,856123.65MJun 29, 2026
Vanguard Capital Management LLC3.58%1,654,73058.20MJun 29, 2026
Dimensional Fund Advisors LP3.49%1,615,52956.82MJun 29, 2026
State Street Corporation2.96%1,367,61948.10MJun 29, 2026
Barrow, Hanley Mewhinney & Strauss, LLC2.94%1,360,09147.83MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
T. Rowe Price Small-Cap Value Fund, Inc.5.06%2,341,51882.35MJun 29, 2026
TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust3.28%1,517,00653.35MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.55%1,181,86741.57MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.11%974,93034.29MSep 29, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.2.09%965,63833.96MJun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF1.68%777,03927.33MSep 29, 2026
LOB insiders
InsiderRelationLatest transactionDateShares held
CAMERON WILLIAM HENDERSONDirectorConversion of Exercise of derivative securityApr 30, 2026224,864
DAVIS MICAH SOfficerConversion of Exercise of derivative securityFeb 23, 202548,115
GLOSSMAN DIANE BETHDirectorConversion of Exercise of derivative securityApr 30, 202572,983
HOFFSIS GLEN FDirectorConversion of Exercise of derivative securityApr 30, 2025134,573
LOSCH WILLIAM C. IIIPresidentConversion of Exercise of derivative securityAug 24, 2026263,392
MAHAN JAMES S IIIChief Executive OfficerSaleSep 9, 20260