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LIVE OAK BANKSHA (LOB)
NYSE
$39.87-$0.01 (-0.03%)
Price as of Jun 23, 2026 7:21 PM EDT- $1.8BMarket Cap
- 32.46%1-Year Change
- Banks - RegionalIndustry
LIVE OAK BANKSHA (LOB)
$39.87-$0.01 (-0.03%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 14.03% | 6.5M | +61,599 (+0.95%) | Mar 31, 2026 |
BLACKROCK, INC. | 7.42% | 3.4M | -143,088 (-4.17%) | Mar 31, 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 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.51% | 1.6M | -103,951 (-6.41%) | Mar 31, 2026 |
DIMENSIONAL FUND ADVISORS LP | 3.44% | 1.6M | +54,750 (+3.44%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. Rowe Price Small-Cap Value Fund, Inc. | 5.09% | 2.4M | -3,221 (-0.14%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 4.51% | 2.1M | +15,399 (+0.74%) | Mar 31, 2026 |
SMALLCAP WORLD FUND INC | 4.41% | 2.0M | 0 (0.00%) | Mar 31, 2026 |
iSHARES TRUST | 2.72% | 1.3M | -46,780 (-3.71%) | Mar 31, 2026 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 2.09% | 966,686 | -1,461 (-0.15%) | Mar 31, 2026 |
Natixis Funds Trust II | 2.01% | 931,326 | 0 (0.00%) | Mar 31, 2026 |
AB CAP FUND, INC. | 1.94% | 895,902 | 0 (0.00%) | Jan 31, 2026 |
Current Ownership Distribution
- Institutions530.9M (72.65%)
- Mutual Funds194.5M (26.62%)
- Insiders5.3M (0.73%)
- Other0 (0.00%)
Insider Transactions
- 0.73% (5.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $330.6MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
MAHAN JAMES S III Chief Executive Officer | Sell | Jun 11, 2026 | $381,851.00 | 10,000 | $38.19 | 2.8M |
MAHAN JAMES S III Chief Executive Officer | Sell | Jun 10, 2026 | $351,451.41 | 9,085 | $38.68 | 2.9M |
MAHAN JAMES S III Chief Executive Officer | Sell | Jun 10, 2026 | $35,870.47 | 915 | $39.20 | 2.9M |
SUTHERLAND JOHN W. Chief Accounting Officer | Exempt | Jun 27, 2025 | $0.00 | 3,000 | $0.00 | 0 |
SUTHERLAND JOHN W. Chief Accounting Officer | Exempt | Jun 27, 2025 | $51,000.00 | 3,000 | $17.00 | 15,290 |
McHenry Patrick Timothy | Award | May 28, 2025 | $0.00 | 3,080 | $0.00 | 3,080 |
Valine Yousef A. | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |
LUCHT DAVID G | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |
Bradford Tonya Williams | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |
Cameron William Henderson | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |
Petty Miltom Emmett | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |
Cameron William Henderson | Buy | May 07, 2025 | $130,500.00 | 5,000 | $26.10 | 16,904 |
Bradford Tonya Williams | Sell | May 06, 2025 | $66,275.00 | 2,500 | $26.51 | 5,697 |
Cameron William Henderson | Buy | May 06, 2025 | $129,610.00 | 5,000 | $25.92 | 11,904 |
Hoffsis Glen F. | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Bradford Tonya Williams | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Petty Miltom Emmett | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Glossman Diane Beth | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Hoffsis Glen F. | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 134,573 |
Bradford Tonya Williams | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 8,197 |
Cameron William Henderson | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Valine Yousef A. | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Petty Miltom Emmett | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 127,893 |
Glossman Diane Beth | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 72,983 |
Cameron William Henderson | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 9,231 |
LUCHT DAVID G | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 0 |
Valine Yousef A. | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 7,455 |
LUCHT DAVID G | Exempt | May 01, 2025 | $0.00 | 2,327 | $0.00 | 18,677 |
Seward Gregory W General Counsel | Exempt | Feb 24, 2025 | $0.00 | 1,000 | $0.00 | 1,000 |
Cairns Michael Chief Credit Officer | Exempt | Feb 24, 2025 | $0.00 | 145 | $0.00 | 145 |