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LIVE OAK BANKSHA (LOB)
NYSE
$40.97-$0.010 (-0.02%)
Price as of Aug 21, 2026 7:30 PM EDT- $1.9BMarket Cap
- 8.92%1-Year Change
- Banks - RegionalIndustry
LIVE OAK BANKSHA (LOB)
$40.97-$0.010 (-0.02%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.99% | 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 |
VANGUARD CAPITAL MANAGEMENT LLC | 3.58% | 1.7M | +121,959 (+7.37%) | Jun 30, 2026 |
DIMENSIONAL FUND ADVISORS LP | 3.49% | 1.6M | +22,344 (+1.38%) | Jun 30, 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 |
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%) | May 31, 2026 |
AB CAP FUND, INC. | 1.94% | 895,902 | 0 (0.00%) | Apr 30, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 1.78% | 824,409 | +42,071 (+5.10%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions564.6M (72.85%)
- Mutual Funds204.1M (26.33%)
- Insiders6.3M (0.81%)
- Other0 (0.00%)
Insider Transactions
- 0.81% (6.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 5Number of InsiderSelling (last 12 months)
- $864.0MAmount 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 | 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 |
Moroz Mark Michael Chief Banking Officer | Sell | Jul 28, 2026 | $256,669.70 | 6,100 | $42.08 | 12,110 |
WILLIAMS WILLIAM L. III | Sell | Jul 01, 2026 | $107,372.03 | 2,604 | $41.23 | 1.1M |
WILLIAMS WILLIAM L. III | Sell | Jul 01, 2026 | $242,134.28 | 5,796 | $41.78 | 1.1M |
WILLIAMS WILLIAM L. III | Sell | Jun 24, 2026 | $336,453.60 | 8,400 | $40.05 | 1.1M |
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 |
Petty Miltom Emmett | Award | May 20, 2025 | $0.00 | 2,946 | $0.00 | 2,946 |