Ex-dividend in 3d · $0.03
Live Oak Bancshares
Industry-focused bank for nationwide small-business and government-guaranteed lending.
$40.13
After-hours close−0.02 (−0.04%)
At close$40.15(+0.41%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 75.16%34.77M sharesInsiders 10.79%4.99M sharesOther 14.05%6.50M shares
Shares outstanding 46.26M · Float 35.99M · 77.8% free float
Institutions13F, as of Jun 30, 2026
242 holders · 34.77M shares · 37 new positions · 122 increased · 66 reduced · 24 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6.47M | 13.99% | −18.6K | Aug 14, 2026 |
| BlackRock, Inc. | 3.52M | 7.60% | +83.0K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.65M | 3.58% | +122.0K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.62M | 3.49% | +22.3K | Aug 11, 2026 |
| State Street Corp | 1.37M | 2.96% | −69.7K | Aug 7, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 1.36M | 2.94% | −261.8K | Aug 12, 2026 |
| Gilder Gagnon Howe & Co LLC | 1.12M | 2.43% | −69.2K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 996.9K | 2.15% | +88.7K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Mahan James S Iii | 14.40% | 6.62M | 13G | Feb 5, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| James S. Iii Mahan | director, 10 percent owner, officer: Chief Executive Officer | 2.79M | 6.03% | Aug 28, 2026 |
| William L. Iii Williams | director | 1.11M | 2.41% | Aug 5, 2026 |
| William C. III Losch | officer: President | 263.4K | 0.57% | Aug 26, 2026 |
| William Henderson Cameron | director | 222.1K | 0.48% | May 5, 2026 |
| Glen F. Hoffsis | director | 134.6K | 0.29% | May 5, 2025 |
| Miltom Emmett Petty | director | 130.8K | 0.28% | May 5, 2026 |
| Gregory W. Seward | officer: General Counsel | 113.8K | 0.25% | Mar 4, 2026 |
| Diane Beth Glossman | director | 73.0K | 0.16% | May 5, 2025 |
| Courtney Spencer | officer: Chief Experience Officer | 30.5K | 0.07% | Aug 5, 2026 |
| Renato Derraik | officer: Chief Info./Digital Off., Bank | 18.1K | 0.04% | Aug 12, 2026 |
16 people have not refiled in the last 18 months (1.73M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 27, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $39.66 | 2,787,844 |
| Aug 26, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $39.99 | 2,797,844 |
| Aug 20, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $40.53 | 2,807,844 |
| Aug 19, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale · 2 lots | 10,000 | $41.23 | 2,817,844 |
| Aug 13, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $43.10 | 2,827,844 |
| Aug 12, 2026 | James S. Iii Mahandirector, 10 percent owner, officer: Chief Executive Officer | Sale | 10,000 | $42.75 | 2,837,844 |
| Aug 4, 2026 | David G. Luchtdirector | Sale | 2,000 | $44.36 | 13,623 |
| Aug 4, 2026 | Courtney Spencerofficer: Chief Experience Officer | Sale | 154 | $43.68 | 0 |
| Aug 3, 2026 | William L. Iii Williamsdirector | Sale | 8,400 | $43.08 | 1,114,126 |
| Jul 27, 2026 | David G. Luchtdirector | Sale | 3,000 | $42.13 | 15,623 |
CongressHouse and Senate disclosures
Not reported.