Live Oak Bancshares Inc

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Live Oak Bancshares Inc
TickerLOB
CIK #0001462120
CUSIP53803X105
SectorFinance - State Commercial Banks
Address1741 Tiburon Drive, Wilmington, NC 28403
Source [EDGAR]
CIK Filing 2011 - 2025
[0001462120] 10-K
[0001462120] 10-Q
[0001462120] 3
[0001462120] 4
[0001462120] 5
[0001462120] 8-K
[0001462120] D
[0001462120] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Ameriprise Financial Inc Live Oak Bancshares Inc [2023-02-14] 5.04
T Rowe Price Investment Management Inc Live Oak Bancshares Inc [2022-08-10] 14.0
Vanguard Group Inc Live Oak Bancshares Inc [2022-02-10] 5.45
Capital Research Global Investors Live Oak Bancshares Inc [2021-02-16] 5.3
BlackRock Inc Live Oak Bancshares Inc [2021-02-02] 5.3
RMB Capital Management LLC Live Oak Bancshares Inc [2020-02-14] 6.17
BlackRock Inc Live Oak Bancshares Inc [2020-02-07] 5.1
RMB Capital Management LLC Live Oak Bancshares Inc [2018-02-13] 5.3
Price T Rowe Associates Inc /MD/ Live Oak Bancshares Inc [2017-02-07] 9.8
Maurice J Koury Trust Live Oak Bancshares Inc [2016-11-16] 5.7
Estate of Maurice J Koury Live Oak Bancshares Inc [2016-10-13] 5.7
Tuggle Duggins & Meschan PA /FA/ Live Oak Bancshares Inc [2016-02-16] 5.7
Mahan James S III Live Oak Bancshares Inc [2016-02-12] 20.7
Wellington Management Group LLP Live Oak Bancshares Inc [2016-02-11] 7.89
Form 3/4/5 Filer 2011 - 2025
Cairns Michael
Live Oak Bancshares, Inc.
Lucht David G
Phifer Walter J
Losch William C III
Derraik Renato
Sutherland John W
McHenry Patrick Timothy
Bradford Tonya Williams
Cameron William Henderson
Moroz Mark Michael
Valine Yousef A.
Petty Miltom Emmett
Glossman Diane Beth
Hoffsis Glen F.
Seward Gregory W
Spencer Courtney
Mann Stephanie
Davis Micah S
Mahan James S III
Williams William L III
Smits Steve
Crawford Casey S
Garriott Huntley
Janson Susan N
Underwood Neil Lawrence
Caines S. Brett
Landis H K
Salyers David G
Pullins Jerald L
Hill Thomas A.
Custer Scott
Jackson Don
Thompson Gregory Bruce
Holt J. William
Live Oak Bank
504 Fund
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 2,643,787 2,728,375
Vanguard Group Inc [2025-06-30] SOLE 0 2,611,431
Barrow Hanley Mewhinney & Strauss LLC [2025-06-30] DFND 1,880,972 1,880,972
Dimensional Fund Advisors LP [2025-06-30] SOLE 1,402,546 1,439,873
State Street Corp [2025-06-30] DFND 227,596 1,302,631
Diamond Hill Capital Management Inc [2025-06-30] SOLE 915,964 917,663
SouthernSun Asset Management LLC [2025-06-30] SOLE 891,585 899,729
Geode Capital Management LLC [2025-06-30] DFND 817,181 817,181
Millennium Management LLC [2025-06-30] SOLE 639,836 639,836
D. E. Shaw & Co., Inc. [2025-06-30] DFND 436,073 442,173
Goldman Sachs Group Inc [2025-06-30] DFND 388,632 391,276
Motley Fool Wealth Management LLC [2025-06-30] SOLE 0 366,608
Centerbook Partners LP [2025-06-30] SOLE 356,416 356,416
Trust Co of the South [2025-06-30] SOLE 330,000 330,000
Hotchkis & Wiley Capital Management LLC [2025-06-30] SOLE 267,069 324,348
Manufacturers Life Insurance Company the [2025-06-30] DFND 295,171 295,171
Northern Trust Corp [2025-06-30] DFND 292,450 292,608
Nuveen, LLC [2025-06-30] DFND 289,458 289,458
Charles Schwab Investment Management Inc [2025-06-30] SOLE 286,477 286,477
Jacobs Levy Equity Management Inc [2025-06-30] SOLE 238,078 282,350
Citadel Advisors LLC [2025-06-30] DFND 256,231 256,231
Morgan Stanley [2025-06-30] DFND 226,162 229,985
Qube Research & Technologies Ltd [2025-06-30] SOLE 222,493 222,493
Voloridge Investment Management LLC [2025-06-30] SOLE 205,164 205,164
JPMorgan Chase & Co [2025-06-30] DFND 169,925 200,403
Envestnet Asset Management Inc [2025-06-30] SOLE 181,269 181,269
Raymond James Financial Inc [2025-06-30] DFND 82,135 179,683
Bank of New York Mellon Corp [2025-06-30] DFND 160,268 176,730
Numerai GP LLC [2025-06-30] SOLE 175,023 175,023
Boothbay Fund Management LLC [2025-06-30] OTR 0 158,450
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