LOB
Live Oak Bancshares, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fund move
Fund move
No implied move.
No implied move.
Last report1 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
No implied move.
Live Oak Bancshares, Inc.
34.38
No thesis.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment ManagementT. Rowe Price | $264.3M | 19.68% | −0.29% | |
| 2 | BlackRockBlackRockindex-like | $143.6M | 10.69% | +2.42% | |
| 3 | Vanguard Capital ManagementVanguardindex-like | $67.6M | 5.03% | +7.96% | |
| 4 | Dimensional Fund AdvisorsDimensional | $66.0M | 4.91% | +1.40% | |
| 5 | State StreetState Streetindex-like | $55.9M | 4.16% | −4.85% | |
| 6 | Barrow Hanley Mewhinney & StraussBarrow Hanley Mewhinney & Strauss | $55.5M | 4.14% | −16.14% | |
| 7 | Gilder Gagnon HoweGilder Gagnon Howe | $45.9M | 3.42% | −5.80% | |
| 8 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $40.7M | 3.03% | +9.77% | |
| 9 | Southernsun Asset ManagementSouthernsun | $38.2M | 2.84% | −9.56% | |
| 10 | Geode Capital ManagementGeodeindex-like | $37.3M | 2.78% | +6.86% | |
| 11 | Loomis Sayles & Co L PLoomis Sayles & Co L P | $27.4M | 2.04% | −7.71% | |
| 12 | American Century CompaniesAmerican Century Companies | $27.3M | 2.03% | +267.22% | |
| 13 | Royce & AssociatesRoyce & | $26.4M | 1.96% | +12.59% | |
| 14 | Algert GlobalAlgert Global | $23.9M | 1.78% | +61.62% | |
| 15 | William Blair Investment ManagementWilliam Blair | $23.2M | 1.73% | −21.26% | |
| 16 | Fuller & Thaler Asset ManagementFuller & Thaler | $22.7M | 1.69% | +76.17% | |
| 17 | Two Sigma InvestmentsTwo Sigma | $17.2M | 1.28% | −3.20% | |
| 18 | Northern TrustNorthern Trustindex-like | $13.1M | 0.98% | −1.11% | |
| 19 | Charles Schwab Investment ManagementCharles Schwabindex-like | $12.2M | 0.91% | +2.97% | |
| 20 | Raymond James FinancialRaymond James Financial | $11.7M | 0.87% | +9.36% | |
| 21 | Manufacturers Life Insurance Company, theManufacturers Life Insurance Company, the | $11.6M | 0.86% | −0.70% | |
| 22 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $11.0M | 0.82% | +8.22% | |
| 23 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $10.2M | 0.76% | new | |
| 24 | Envestnet Asset ManagementEnvestnet | $9.7M | 0.72% | −0.92% | |
| 25 | Bank of AmericaBank of America | $9.4M | 0.70% | +31.73% |
238 managers report $1.3B of Live Oak Bancshares on form 13F for the quarter ended Jun 30 '26. 26 of them hold 80% of it; T. Rowe Price is largest at 19.68%.