Live Oak Bancshares
LOB
34.26
-2.23
-6.11%
Live Oak Bancshares
US · LOB
#2912 by market cap
Listed 2015
34.26
-2.23
-6.11%
Live - 5344 symbols - heartbeat 78s ago
· 2026-10-08 08:38
Pre-market
33.70
-1.65%
After-hours
34.26
0.00%
- Market cap
- 1.59B
- P/E (TTM)i
- 11.98
- P/Bi
- 1.30
- EPSi
- 2.23
- Div yieldi
- 0.35%
- 52W posi
- 33%
Reader sentiment
Are you bullish or bearish on LOB?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Mixed / stable
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 71.41% -0.02pp
- Institutions
- 279 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund62.24%
Individual/Insider22.05%
Hedge Fund4.67%
Public Company2.11%
Family Office/Trust1.24%
Private Company0.55%
Government Pension Fund0.51%
Other6.54%
Top holders as of 2026-06-30
T. Rowe Price Group, Inc.
14.07% · 6.51M sh
James Mahan
13.34% · 6.17M sh
BlackRock
7.60% · 3.52M sh
Vanguard Capital Management, LLC
4.11% · 1.90M sh
Dimensional Fund Advisors
3.49% · 1.62M sh
Neil Underwood
3.32% · 1.54M sh
State Street Global Advisors
2.95% · 1.37M sh
Barrow, Hanley, Mewhinney & Strauss, LLC
2.94% · 1.36M sh
William Williams
2.83% · 1.31M sh
Gilder Gagnon Howe & Co. LLC
2.43% · 1.12M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 8 buys · 41 sells
| Name | Role | Stake |
|---|---|---|
| James Mahan | Chairperson & CEO | 13.34% |
| Neil Underwood | President | 3.32% |
| William Williams | Vice Chairman & Executive VP | 2.83% |
| William Losch | CFO & Chief Banking Officer | 0.57% |
| William Cameron | Independent Director | 0.49% |
| Glen Hoffsis | Independent Director | 0.29% |
| Miltom Petty | Independent Director | 0.28% |
| Gregory Seward | Chief Risk Officer & General Counsel | 0.25% |
| Diane Glossman | Independent Director | 0.16% |
| Micah Davis | Chief Marketing & Communications Officer | 0.10% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-09 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $38.63–38.75 |
| 2026-09-09 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $38.75 |
| 2026-09-08 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $38.63 |
| 2026-09-02 | James Mahan | Chairperson & CEO | Automatic Disposition | -10,000 | $39.75 |
| 2026-09-02 | William Williams | Vice Chairman & Executive VP | Automatic Disposition | -6,590 | $40.09 |
| 2026-09-02 | Tonya Bradford | Independent Director | Open Market Disposition | -1,600 | $39.89 |
| 2026-09-01 | James Mahan | Chairperson & CEO | Automatic Disposition | -10,000 | $39.53–39.88 |
| 2026-09-01 | William Williams | Vice Chairman & Executive VP | Automatic Disposition | -1,810 | $40.00 |
| 2026-08-26 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $39.66–39.99 |
| 2026-08-26 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $39.66 |
| 2026-08-25 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $39.99 |
| 2026-08-24 | William Losch | CFO & Chief Banking Officer | Derivative Exercise and Sale | -22,221 | $39.99 |
| 2026-08-24 | William Losch | CFO & Chief Banking Officer | Derivative Exercise and Retained | +27,779 | -- |
| 2026-08-19 | James Mahan | Chairperson & CEO | Automatic Disposition | -20,000 | $40.53–41.97 |
| 2026-08-19 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $40.55 |
| 2026-08-18 | James Mahan | Chairperson & CEO | Intent to Sell (Form 144) | -10,000 | $42.78 |
| 2026-08-18 | Michael Cairns | Chief Credit Officer | Derivative Exercise and Sale | -1,076 | $40.89 |
| 2026-08-18 | Michael Cairns | Chief Credit Officer | Derivative Exercise and Retained | +1,344 | -- |
| 2026-08-17 | Walter Phifer | Chief Financial Officer | Derivative Exercise and Sale | -1,296 | $42.60 |
| 2026-08-17 | Walter Phifer | Chief Financial Officer | Derivative Exercise and Retained | +1,620 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:38:24 · For reference only, not investment advice and not tailored to your situation.