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LIVE OAK BANKSHA (LOB)
NYSE
$34.31-$0.09 (-0.28%)
Price as of Nov 11, 2026 7:55 PM EST- $1.6BMarket Cap
- 7.99%1-Year Change
- Banks - RegionalIndustry
LIVE OAK BANKSHA (LOB)
$34.31-$0.09 (-0.28%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.98% | 6.5M | -18,649 (-0.29%) | Jun 30, 2026 |
BLACKROCK, INC. | 7.60% | 3.5M | +82,957 (+2.36%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.07% | 2.8M | +39,818 (+1.42%) | Dec 31, 2024 |
BLACKROCK INC. | 5.96% | 2.8M | +18,311 (+0.66%) | Jun 30, 2024 |
VANGUARD GROUP INC | 5.84% | 2.7M | +17,181 (+0.64%) | Dec 31, 2025 |
DIMENSIONAL FUND ADVISORS LP | 3.59% | 1.7M | +48,135 (+2.89%) | Sep 30, 2026 |
VANGUARD CAPITAL MANAGEMENT LLC | 3.58% | 1.7M | +121,959 (+7.37%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. Rowe Price Small-Cap Value Fund, Inc. | 5.06% | 2.3M | -11,423 (-0.49%) | Jun 30, 2026 |
VANGUARD INDEX FUNDS | 4.88% | 2.3M | +174,182 (+7.71%) | Jun 30, 2026 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 2.09% | 965,638 | -1,048 (-0.11%) | Jun 30, 2026 |
AMERICAN CENTURY ETF TRUST | 1.85% | 856,211 | +359,977 (+42.04%) | Aug 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 1.78% | 823,778 | -631 (-0.08%) | Jul 31, 2026 |
Dimensional ETF Trust | 1.21% | 558,849 | +4,912 (+0.88%) | Jul 31, 2026 |
T. Rowe Price Equity Funds, Inc. | 1.14% | 525,631 | 0 (0.00%) | Jun 30, 2026 |
Current Ownership Distribution
- Institutions570.0M (71.07%)
- Mutual Funds225.7M (28.14%)
- Insiders6.3M (0.78%)
- Other0 (0.00%)
Insider Transactions
- 0.78% (6.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 7Number of InsiderSelling (last 12 months)
- $1.6BAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Seward Gregory W General Counsel | Sell | Oct 26, 2026 | $159,164.54 | 4,514 | $35.26 | 109,283 |
Seward Gregory W General Counsel | Sell | Oct 26, 2026 | $17,385.87 | 486 | $35.77 | 108,797 |
MAHAN JAMES S III Chief Executive Officer | Sell | Sep 10, 2026 | $387,485.00 | 10,000 | $38.75 | 2.7M |
MAHAN JAMES S III Chief Executive Officer | Sell | Sep 09, 2026 | $386,312.00 | 10,000 | $38.63 | 2.8M |
Bradford Tonya Williams | Sell | Sep 03, 2026 | $63,824.00 | 1,600 | $39.89 | 8,043 |
WILLIAMS WILLIAM L. III | Sell | Sep 03, 2026 | $264,220.12 | 6,590 | $40.09 | 1.1M |
WILLIAMS WILLIAM L. III | Sell | Sep 02, 2026 | $72,401.09 | 1,810 | $40.00 | 1.1M |
MAHAN JAMES S III Chief Executive Officer | Sell | Sep 02, 2026 | $385,123.67 | 9,742 | $39.53 | 2.8M |
MAHAN JAMES S III Chief Executive Officer | Sell | Sep 02, 2026 | $10,287.75 | 258 | $39.88 | 2.8M |
MAHAN JAMES S III Chief Executive Officer | Sell | Aug 27, 2026 | $396,590.00 | 10,000 | $39.66 | 2.8M |
MAHAN JAMES S III Chief Executive Officer | Sell | Aug 26, 2026 | $399,878.00 | 10,000 | $39.99 | 2.8M |
MAHAN JAMES S III Chief Executive Officer | Sell | Aug 20, 2026 | $405,283.00 | 10,000 | $40.53 | 2.8M |
Cairns Michael Chief Credit Officer | Exempt | Aug 19, 2026 | $0.00 | 2,420 | $0.00 | 7,260 |
MAHAN JAMES S III Chief Executive Officer | Sell | Aug 19, 2026 | $328,464.50 | 8,002 | $41.05 | 2.8M |
Cairns Michael Chief Credit Officer | Exempt | Aug 19, 2026 | $0.00 | 2,420 | $0.00 | 12,604 |
MAHAN JAMES S III Chief Executive Officer | Sell | Aug 19, 2026 | $83,852.26 | 1,998 | $41.97 | 2.8M |
Cairns Michael Chief Credit Officer | In Kind | Aug 19, 2026 | $43,997.64 | 1,076 | $40.89 | 11,528 |
Phifer Walter J Chief Financial Officer | Exempt | Aug 18, 2026 | $0.00 | 2,916 | $0.00 | 11,665 |
Phifer Walter J Chief Financial Officer | Exempt | Aug 18, 2026 | $0.00 | 2,916 | $0.00 | 13,019 |
Phifer Walter J Chief Financial Officer | In Kind | Aug 18, 2026 | $55,209.60 | 1,296 | $42.60 | 11,723 |
Diffley Matthew S Chief Accounting Officer | Award | Aug 17, 2026 | $0.00 | 4,620 | $0.00 | 4,620 |
Derraik Renato Chief Info./Digital Off., Bank | Exempt | Aug 10, 2026 | $0.00 | 25,000 | $0.00 | 0 |
Losch William C III President | Exempt | Aug 10, 2026 | $0.00 | 42,000 | $0.00 | 0 |
Derraik Renato Chief Info./Digital Off., Bank | Exempt | Aug 10, 2026 | $0.00 | 25,000 | $0.00 | 29,243 |
Losch William C III President | Exempt | Aug 10, 2026 | $0.00 | 42,000 | $0.00 | 254,278 |
Derraik Renato Chief Info./Digital Off., Bank | In Kind | Aug 10, 2026 | $469,217.53 | 11,111 | $42.23 | 18,132 |
Losch William C III President | In Kind | Aug 10, 2026 | $788,222.95 | 18,665 | $42.23 | 235,613 |
Spencer Courtney Chief Experience Officer | Sell | Aug 04, 2026 | $6,717.80 | 154 | $43.68 | 0 |
LUCHT DAVID G | Sell | Aug 04, 2026 | $88,721.00 | 2,000 | $44.36 | 13,623 |
WILLIAMS WILLIAM L. III | Sell | Aug 03, 2026 | $361,865.28 | 8,400 | $43.08 | 1.1M |