Live Oak Bancshares, Inc. — Institutional Ownership
Which tracked institutions hold LOB, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
21
Funds holding
$226803366
Total value held
Buying
14 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $113525981 | 3432899 | -143088 | -4.00% |
| 2 | State Street Corp | $47532007 | 1437315 | +128853 | +9.85% |
| 3 | Northern Trust Corp | $10727478 | 324387 | +39295 | +13.78% |
| 4 | Goldman Sachs Group Inc | $10549330 | 319000 | +25759 | +8.78% |
| 5 | Raymond James Financial Inc | $8690380 | 262788 | +42518 | +19.30% |
| 6 | Morgan Stanley | $7332460 | 221725 | -51372 | -18.81% |
| 7 | Bank Of America Corp /De/ | $5774452 | 174613 | -13954 | -7.40% |
| 8 | Wells Fargo & Company/Mn | $5549128 | 161547 | +79373 | +96.59% |
| 9 | Ameriprise Financial Inc | $3796899 | 114814 | -19521 | -14.53% |
| 10 | Bank Of New York Mellon Corp | $3316232 | 100279 | -3262 | -3.15% |
| 11 | Royal Bank Of Canada | $2484000 | 75125 | — | NEW BUY |
| 12 | Invesco Ltd. | $2209462 | 64322 | +5445 | +9.25% |
| 13 | Sei Investments Co | $1359972 | 41124 | — | NEW BUY |
| 14 | Citigroup Inc | $1117509 | 32533 | +3851 | +13.43% |
| 15 | Barclays Plc | $888691 | 26873 | — | NEW BUY |
| 16 | Truist Financial Corp | $843984 | 23269 | -272 | -1.16% |
| 17 | Franklin Resources Inc | $598897 | 18110 | — | NEW BUY |
| 18 | Janus Henderson Group Plc | $465630 | 14061 | — | NEW BUY |
| 19 | Us Bancorp \De\ | $22421 | 678 | +63 | +10.24% |
| 20 | Fifth Third Bancorp | $17461 | 528 | — | NEW BUY |
| 21 | Pnc Financial Services Group, Inc. | $992 | 30 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.