2m 2m 2m 2m 2m 2m 2m
LIVE OAK BANKSHA (LOB)
NYSE
$36.04-$1.77 (-4.68%)
Price as of Jun 03, 2026 4:35 PM EDT- $1.7BMarket Cap
- 36.90%1-Year Change
- Banks - RegionalIndustry
LIVE OAK BANKSHA (LOB)
$36.04-$1.77 (-4.68%)
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 (72.66%)
- Mutual Funds194.3M (26.60%)
- Insiders5.4M (0.73%)
- Other0 (0.00%)
Insider Transactions
- 0.73% (5.4M)Current InsiderOwnership (%, shares)
- 3Number of InsiderBuying (last 12 months)
- $172,277.28Amount of InsiderBuying (last 12 months)
- 5Number of InsiderSelling (last 12 months)
- $2.5BAmount 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 | May 28, 2026 | $372,481.00 | 10,000 | $37.25 | 2.9M |
MAHAN JAMES S III Chief Executive Officer | Sell | May 27, 2026 | $376,513.00 | 10,000 | $37.65 | 2.9M |
Cameron William Henderson | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 0 |
LUCHT DAVID G | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 0 |
Lunsford Jeffrey W | Exempt | May 01, 2026 | $0.00 | 1,890 | $0.00 | 0 |
McHenry Patrick Timothy | Exempt | May 01, 2026 | $0.00 | 3,080 | $0.00 | 0 |
Cameron William Henderson | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 19,850 |
LUCHT DAVID G | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 18,623 |
Lunsford Jeffrey W | Exempt | May 01, 2026 | $0.00 | 1,890 | $0.00 | 12,640 |
Bradford Tonya Williams | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 0 |
McHenry Patrick Timothy | Exempt | May 01, 2026 | $0.00 | 3,080 | $0.00 | 3,080 |
Bradford Tonya Williams | Exempt | May 01, 2026 | $0.00 | 2,946 | $0.00 | 9,643 |
Derraik Renato Chief Info./Digital Off., Bank | Sell | Apr 30, 2026 | $2.8M | 75,000 | $37.83 | 4,243 |
MAHAN JAMES S III Chief Executive Officer | Sell | Mar 12, 2026 | $325,041.00 | 10,000 | $32.50 | 2.9M |
MAHAN JAMES S III Chief Executive Officer | Sell | Mar 11, 2026 | $328,280.00 | 10,000 | $32.83 | 3.0M |
Seward Gregory W General Counsel | Sell | Mar 02, 2026 | $110,100.00 | 3,000 | $36.70 | 113,797 |
Phifer Walter J Chief Financial Officer | Sell | Mar 02, 2026 | $172,379.10 | 4,712 | $36.58 | 10,103 |
MAHAN JAMES S III Chief Executive Officer | Sell | Feb 26, 2026 | $343,943.78 | 8,754 | $39.29 | 3.0M |
MAHAN JAMES S III Chief Executive Officer | Sell | Feb 26, 2026 | $49,836.26 | 1,246 | $40.00 | 3.0M |
MAHAN JAMES S III Chief Executive Officer | Sell | Feb 25, 2026 | $292,638.41 | 7,463 | $39.21 | 3.0M |
MAHAN JAMES S III Chief Executive Officer | Sell | Feb 25, 2026 | $100,580.38 | 2,537 | $39.65 | 3.0M |
Spencer Courtney Chief Experience Officer | Exempt | Feb 23, 2026 | $0.00 | 2,000 | $0.00 | 0 |
Seward Gregory W General Counsel | Exempt | Feb 23, 2026 | $0.00 | 1,000 | $0.00 | 0 |
SUTHERLAND JOHN W. Chief Accounting Officer | Exempt | Feb 23, 2026 | $0.00 | 178 | $0.00 | 0 |
Seward Gregory W General Counsel | Exempt | Feb 23, 2026 | $0.00 | 1,000 | $0.00 | 117,242 |
Moroz Mark Michael Chief Banking Officer | Exempt | Feb 23, 2026 | $0.00 | 4,000 | $0.00 | 0 |
Seward Gregory W General Counsel | In Kind | Feb 23, 2026 | $17,043.50 | 445 | $38.30 | 116,797 |
SUTHERLAND JOHN W. Chief Accounting Officer | Exempt | Feb 23, 2026 | $0.00 | 178 | $0.00 | 16,709 |
Spencer Courtney Chief Experience Officer | Exempt | Feb 23, 2026 | $0.00 | 2,000 | $0.00 | 31,425 |
SUTHERLAND JOHN W. Chief Accounting Officer | In Kind | Feb 23, 2026 | $3,332.10 | 87 | $38.30 | 16,622 |