Live Oak Bancshares, Inc. LOB
CIK 0001462120 · CUSIP 53803X105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $60.21M 1,663,664 shares | 0.01% | +48.13K(+3.00%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 02 | STATE STREET CORP CIK 93751 · View history | $48.27M 1,333,851 shares | 0.00% | -33.77K(-2.50%)Reduced | SEC filing ↗ Nov 12, 2026 | ▾ |
| 03 | BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history | $46.85M 1,294,572 shares | 0.15% | -65.52K(-4.80%)Reduced | SEC filing ↗ Nov 12, 2026 | ▾ |
| 04 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $36.15M 998,866 shares | 0.02% | +331.31K(+49.60%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 05 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $33.31M 920,226 shares | 0.00% | +7.68K(+0.80%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 06 | LOOMIS SAYLES & CO L P CIK 312348 · View history | $33.08M 914,036 shares | 0.04% | +242.04K(+36.00%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 07 | ROYCE & ASSOCIATES LP CIK 906304 · View history | $21.31M 588,895 shares | 0.19% | -57.20K(-8.90%)Reduced | SEC filing ↗ Nov 9, 2026 | ▾ |
| 08 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956 · View history | $16.80M 464,303 shares | 0.05% | -104.93K(-18.40%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 09 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $10.90M 301,252 shares | 0.00% | +13.86K(+4.80%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 10 | BNP PARIBAS FINANCIAL MARKETS CIK 1166588 · View history | $10.26M 283,464 shares | 0.01% | +243.84K(+615.40%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 11 | DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history | $8.02M 221,631 shares | 0.09% | +42.34K(+23.60%)Added | SEC filing ↗ Nov 10, 2026 | ▾ |
| 12 | WHITTIER TRUST CO CIK 1137881 · View history | $7.79M 225,894 shares | 0.07% | +1.51K(+0.70%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 13 | Trust Co of the South CIK 2008165 · View history | $6.06M 167,500 shares | 0.85% | 0(0.00%)Unchanged | SEC filing ↗ Oct 21, 2026 | ▾ |
| 14 | FMR LLC CIK 315066 · View history | $4.91M 135,606 shares | 0.00% | +50.23K(+58.80%)Added | SEC filing ↗ Nov 10, 2026 | ▾ |
| 15 | Russell Investments Group, Ltd. CIK 1692234 · View history | $4.41M 121,732 shares | 0.00% | -15.85K(-11.50%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 16 | Bank of New York Mellon Corp CIK 1390777 · View history | $4.13M 114,081 shares | 0.00% | +3.75K(+3.40%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 17 | WHITTIER TRUST CO OF NEVADA INC CIK 1263548 · View history | $4.05M 117,395 shares | 0.07% | +395(+0.30%)Added | SEC filing ↗ Nov 12, 2026 | ▾ |
| 18 | E. Ohman J:or Asset Management AB CIK 2009396 · View history | $4.03M 111,445 shares | 0.09% | +12.70K(+12.90%)Added | SEC filing ↗ Oct 22, 2026 | ▾ |
| 19 | BARCLAYS PLC CIK 312069 · View history | $3.44M 95,090 shares | 0.00% | +74.11K(+353.30%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 20 | DEUTSCHE BANK AG\ CIK 948046 · View history | $3.34M 92,415 shares | 0.00% | -3.05K(-3.20%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
Showing 20 / 148 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 148 reporting institutions.
This page includes 20 of 148 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 148 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"53803X105","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.