Live Oak Bancshares, Inc. — Institutional Ownership
Which tracked institutions hold LOB, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$286096842
Total value held
Buying
19 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $143587571 | 3515856 | +82957 | +2.42% |
| 2 | State Street Corp | $55875998 | 1367619 | -69696 | -4.85% |
| 3 | Northern Trust Corp | $13100777 | 320783 | -3604 | -1.11% |
| 4 | Raymond James Financial Inc | $11737009 | 287390 | +24602 | +9.36% |
| 5 | Bank Of America Corp /De/ | $9394017 | 230020 | +55407 | +31.73% |
| 6 | Goldman Sachs Group Inc | $8308694 | 203445 | -115555 | -36.22% |
| 7 | Morgan Stanley | $7701305 | 188571 | -33154 | -14.95% |
| 8 | Ubs Group Ag | $6612159 | 161904 | +161904 | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $4506074 | 110334 | +10055 | +10.03% |
| 10 | Wells Fargo & Company/Mn | $3912024 | 95789 | +4876 | +5.36% |
| 11 | Ameriprise Financial Inc | $3482630 | 85275 | +85275 | NEW BUY |
| 12 | Royal Bank Of Canada | $3310000 | 81054 | +5929 | +7.89% |
| 13 | Invesco Ltd. | $2399023 | 58742 | +58742 | NEW BUY |
| 14 | Federated Hermes, Inc. | $2006918 | 49141 | +49141 | NEW BUY |
| 15 | Citigroup Inc | $1894649 | 46392 | +13859 | +42.60% |
| 16 | Jpmorgan Chase & Co | $1782770 | 41844 | -64780 | -60.76% |
| 17 | Stifel Financial Corp | $1509370 | 36958 | +36958 | NEW BUY |
| 18 | Sei Investments Co | $1252028 | 30657 | -10467 | -25.45% |
| 19 | Truist Financial Corp | $1195409 | 29271 | +6002 | +25.79% |
| 20 | Barclays Plc | $856782 | 20979 | -5894 | -21.93% |
| 21 | Franklin Resources Inc | $653032 | 15990 | -2120 | -11.71% |
| 22 | Janus Henderson Group Plc | $465630 | 14061 | +14061 | NEW BUY |
| 23 | Prudential Financial Inc | $250553 | 6135 | +6135 | NEW BUY |
| 24 | Pinnacle Financial Partners, Inc. | $224620 | 5500 | +5500 | NEW BUY |
| 25 | Us Bancorp \De\ | $26219 | 642 | -36 | -5.31% |
| 26 | Fifth Third Bancorp | $23810 | 583 | +55 | +10.42% |
| 27 | First Horizon Corp | $16336 | 400 | +400 | NEW BUY |
| 28 | Southstate Bank Corp | $10210 | 250 | +250 | NEW BUY |
| 29 | Pnc Financial Services Group, Inc. | $1225 | 30 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.