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Of the 8 tracked institutions holding LOB, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 8 tracked institutional investors we monitor, LOB (LIVE OAK BANCSHARES INC) is held with a combined value of $266.95M across 7,967,760 shares. The largest holder is BlackRock, Inc. with a position worth $113.53M. 3 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$266.95M
Total Shares Held
7,967,760
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $113.53M | 0.00% | -4.0% |
| 2 | VANGUARD GROUP INC | $92.84M | 0.00% | +0.6% |
| 3 | STATE STREET CORP | $47.53M | 0.00% | +9.8% |
| 4 | MILLENNIUM MANAGEMENT LLC | $4.48M | 0.00% | -47.5% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $3.33M | 0.00% | -1.7% |
| 6 | CITADEL ADVISORS LLC | $3.17M | 0.00% | -54.4% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.10M | 0.00% | +16.3% |
| 8 | FMR LLC | $983.13K | 0.00% | -45.7% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of LOB with a position worth $113.53M, representing 0.00% of their portfolio. In total, 8 institutional investors hold LOB with a combined value of $266.95M.
Institutional investors hold $266.95M worth of LOB stock across 8 positions. The largest institutional holder is BlackRock, Inc. with $113.53M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LOB, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their LOB positions.
Last Close
$42.18
2026-07-27
YTD
+21.5%
89% of 52-week range
