# LIVE OAK BANCSHARES INC COM

LIVE OAK BANCSHARES INC COM is a security (CUSIP 53803X105) tracked across SEC portfolio filings. 237 institutional managers reported $863.8M on Form 13F as of 2026-06-30; 26 registered fund positions totaling $185.4M via N-PORT as of 2026-05-31.

## Summary

- Issuer: LIVE OAK BANCSHARES INC
- Class: COM
- CUSIP: 53803X105
- Asset category: EC
- 13F holders: 237
- 13F value: $863.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 26
- N-PORT value: $185.4M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 237 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $113.5M | 3,432,899 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $92.8M | 2,702,627 |
| [BARROW HANLEY MEWHINNEY & STRAUSS LLC](https://search.stillhousedata.com/firm/105519) | DALLAS, TX | $53.6M | 1,621,903 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $52.7M | 1,593,185 |
| STATE STREET CORP | BOSTON, MA | $47.5M | 1,437,315 |
| [GILDER GAGNON HOWE & CO LLC](https://search.stillhousedata.com/firm/2002) | New York, NY | $39.5M | 1,193,114 |
| [SOUTHERNSUN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/154572) | Memphis, TN | $34.2M | 1,033,539 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $28.2M | 853,958 |
| LOOMIS SAYLES & CO L P | BOSTON, MA | $24.1M | 728,129 |
| [WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/173961) | CHICAGO, IL | $23.9M | 722,897 |
| [ROYCE & ASSOCIATES LP](https://search.stillhousedata.com/firm/107689) | New York, NY | $19.0M | 573,850 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $14.4M | 434,168 |
| NORTHERN TRUST CORP | CHICAGO, IL | $10.7M | 324,387 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $10.5M | 319,000 |
| FULLER & THALER ASSET MANAGEMENT, INC. | San Mateo, CA | $10.4M | 314,828 |

## Top fund holders (N-PORT)

_Showing 15 of 26 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $77.8M | 84.39% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $32.0M | 39.61% |
| [T. Rowe Price Institutional Small-Cap Stock Fund](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $17.4M | 40.12% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $13.0M | 1.60% |
| [Royce Small-Cap Total Return Fund](https://search.stillhousedata.com/fund/S000009510) | ROYCE FUND | $10.9M | 128.35% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $6.9M | 3.94% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $6.2M | 8.30% |
| [Regional Bank Fund](https://search.stillhousedata.com/fund/S000000635) | John Hancock Investment Trust II | $5.3M | 60.35% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $4.1M | 18.29% |
| John Hancock Financial Opportunities Fund | John Hancock Financial Opportunities Fund | $3.6M | 51.57% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.9M | 4.03% |
| [TIFF MULTI-ASSET FUND](https://search.stillhousedata.com/fund/S000006387) | TIFF Investment Program | $1.6M | 11.34% |
| [T. Rowe Price Spectrum Moderate Growth Allocation Fund](https://search.stillhousedata.com/fund/S000002138) | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $1.2M | 2.77% |
| [BlackRock Advantage SMID Cap Fund, Inc.](https://search.stillhousedata.com/fund/S000002323) | BlackRock Advantage SMID Cap Fund, Inc. | $1.1M | 14.12% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $657K | 0.11% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53803X105.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.