Live Oak Bancshares, Inc.
LOB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001462120
In the last 90 days, Live Oak Bancshares, Inc. insiders filed 0 open-market purchases and 15 sales; 239 institutions reported holding it in 13F filings for Q2 2026, worth $1.34B in total; no superinvestor holds it.
Other share classesLOB.PA
13F holders, Q2 2026
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 239
- +13 vs. Q1 2026
- Shares held
- 32.8M
- +222.8K (+0.7%) vs. Q1 2026
- Total value
- $1.34B
- +$262.3M (+24.3%) vs. Q1 2026
- New holders
- 34
- 86 more added
- Sold out
- 21
- 66 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LOB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $1.34B |
| Q1 2026 | 228 | $1.08B |
| Q4 2025 | 229 | $1.19B |
| Q3 2025 | 223 | $1.08B |
| Q2 2025 | 210 | $920.0M |
| Q1 2025 | 224 | $803.9M |
| Q4 2024 | 216 | $1.20B |
| Q3 2024 | 211 | $1.42B |
| Q2 2024 | 198 | $1.04B |
| Q1 2024 | 199 | $1.21B |
| Q4 2023 | 192 | $1.32B |
| Q3 2023 | 174 | $817.3M |
| Q2 2023 | 162 | $729.5M |
| Q1 2023 | 174 | $688.7M |
| Q4 2022 | 189 | $895.8M |
| Q3 2022 | 188 | $865.0M |
| Q2 2022 | 174 | $988.4M |
| Q1 2022 | 208 | $1.46B |
| Q4 2021 | 212 | $2.38B |
| Q3 2021 | 166 | $1.61B |
| Q2 2021 | 164 | $1.45B |
| Q1 2021 | 166 | $1.56B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,471,452 | $264.3M | 0.17% | −18,649−0.3% | Reduced |
| BlackRock, Inc. | 3,515,856 | $143.6M | 0.00% | +82,957+2.4% | Added |
| Vanguard Capital Management LLC | 1,654,730 | $67.6M | 0.00% | +121,959+8.0% | Added |
| Dimensional Fund Advisors LP | 1,615,529 | $66.0M | 0.01% | +22,344+1.4% | Added |
| State Street Corp | 1,367,619 | $55.9M | 0.00% | −69,696−4.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,360,091 | $55.5M | 0.17% | −261,812−16.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,123,910 | $45.9M | 0.47% | −69,204−5.8% | Reduced |
| Vanguard Portfolio Management LLC | 996,870 | $40.7M | 0.00% | +88,724+9.8% | Added |
| Southernsun Asset Management, LLC | 934,751 | $38.2M | 5.14% | −98,788−9.6% | Reduced |
| Geode Capital Management, LLC | 912,543 | $37.3M | 0.00% | +58,585+6.9% | Added |
| Loomis Sayles & Co L P | 671,994 | $27.4M | 0.03% | −56,135−7.7% | Reduced |
| American Century Companies Inc | 667,556 | $27.3M | 0.01% | +485,769+267.2% | Added |
| Royce & Associates LP | 646,091 | $26.4M | 0.21% | +72,241+12.6% | Added |
| Algert Global LLC | 586,166 | $23.9M | 0.28% | +223,487+61.6% | Added |
| William Blair Investment Management, LLC | 569,233 | $23.2M | 0.07% | −153,664−21.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 554,642 | $22.7M | 0.06% | +239,814+76.2% | Added |
| Two Sigma Investments, LP | 420,262 | $17.2M | 0.01% | −13,906−3.2% | Reduced |
| Northern Trust Corp | 320,783 | $13.1M | 0.00% | −3,604−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 299,270 | $12.2M | 0.00% | +8,636+3.0% | Added |
| Raymond James Financial Inc | 287,390 | $11.7M | 0.00% | +24,602+9.4% | Added |
| Manufacturers Life Insurance Company, The | 283,133 | $11.6M | 0.01% | −2,000−0.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 270,239 | $11.0M | 0.03% | +20,520+8.2% | Added |
| Vanguard Fiduciary Trust Co | 249,249 | $10.2M | 0.00% | +15,081+6.4% | Added |
| Envestnet Asset Management Inc | 237,127 | $9.68M | 0.00% | −2,197−0.9% | Reduced |
| Bank of America Corp | 230,020 | $9.39M | 0.00% | +55,407+31.7% | Added |
| Whittier Trust Co | 224,384 | $9.38M | 0.09% | −1,571−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 217,937 | $8.90M | 0.01% | −45,066−17.1% | Reduced |
| Goldman Sachs Group Inc | 203,445 | $8.31M | 0.00% | −115,555−36.2% | Reduced |
| Morgan Stanley | 188,571 | $7.70M | 0.00% | −33,154−15.0% | Reduced |
| Diamond Hill Capital Management Inc | 179,294 | $7.32M | 0.06% | +9,714+5.7% | Added |
| Trust Co of the South | 167,500 | $6.84M | 0.96% | 00.0% | Unchanged |
| UBS Group AG | 161,904 | $6.61M | 0.00% | +19,079+13.4% | Added |
| Bridgeway Capital Management, LLC | 154,378 | $6.30M | 0.11% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 140,163 | $5.72M | 0.28% | −5,394−3.7% | Reduced |
| AQR Capital Management LLC | 138,955 | $5.67M | 0.00% | +38,340+38.1% | Added |
| State of Wisconsin Investment Board | 138,919 | $5.67M | 0.01% | −13,033−8.6% | Reduced |
| Russell Investments Group, Ltd. | 137,581 | $5.62M | 0.00% | +37,008+36.8% | Added |
| Trexquant Investment LP | 127,605 | $5.21M | 0.03% | +60,432+90.0% | Added |
| Whittier Trust Co of Nevada Inc | 117,000 | $4.81M | 0.09% | −136−0.1% | Reduced |
| Apollon Wealth Management, LLC | 117,466 | $4.80M | 0.06% | +117,466 | New |
| Bank of New York Mellon Corp | 110,334 | $4.51M | 0.00% | +10,055+10.0% | Added |
| Citadel Advisors LLC | 100,071 | $4.09M | 0.00% | +4,211+4.4% | Added |
| E. Ohman J:or Asset Management AB | 98,745 | $4.03M | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 95,789 | $3.91M | 0.00% | +4,876+5.4% | Added |
| Deutsche Bank AG | 95,469 | $3.90M | 0.00% | +6,185+6.9% | Added |
| Lighthouse Investment Partners, LLC | 89,556 | $3.66M | 0.11% | +40,720+83.4% | Added |
| Empowered Funds, LLC | 89,193 | $3.64M | 0.02% | +50.0% | Added |
| FMR LLC | 85,379 | $3.49M | 0.00% | +55,650+187.2% | Added |
| Ameriprise Financial Inc | 85,275 | $3.48M | 0.00% | −29,539−25.7% | Reduced |
| Captrust Financial Advisors | 84,408 | $3.45M | 0.01% | −1,327−1.5% | Reduced |
| Royal Bank of Canada | 81,054 | $3.31M | 0.00% | +5,929+7.9% | Added |
| Nuveen, LLC | 78,008 | $3.19M | 0.00% | +4,431+6.0% | Added |
| TD Asset Management Inc | 73,366 | $3.00M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 71,864 | $2.93M | 0.01% | +71,864 | New |
| Swiss National Bank | 71,800 | $2.93M | 0.00% | −400−0.6% | Reduced |
| Qube Research & Technologies Ltd | 66,187 | $2.70M | 0.00% | +66,187 | New |
| Dark Forest Capital Management LP | 65,920 | $2.69M | 0.17% | +15,281+30.2% | Added |
| Riggs Asset Managment Co. Inc. | 65,180 | $2.66M | 0.48% | −6,614−9.2% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $2.43M | 0.06% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 58,903 | $2.41M | 0.31% | +6,353+12.1% | Added |
| Invesco Ltd. | 58,742 | $2.40M | 0.00% | −6,539−10.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 56,079 | $2.29M | 0.01% | −76,739−57.8% | Reduced |
| WCM Investment Management, LLC | 55,369 | $2.27M | 0.00% | −98,165−63.9% | Reduced |
| First Trust Advisors LP | 54,424 | $2.22M | 0.00% | +13,449+32.8% | Added |
| CenterBook Partners LP | 53,530 | $2.19M | 0.11% | −77,999−59.3% | Reduced |
| Voloridge Investment Management, LLC | 53,182 | $2.17M | 0.01% | −56,451−51.5% | Reduced |
| Motley Fool Asset Management LLC | 50,541 | $2.06M | 0.08% | −5,355−9.6% | Reduced |
| UBS Asset Management Americas Inc | 50,531 | $2.06M | 0.00% | −644−1.3% | Reduced |
| Rhumbline Advisers | 49,849 | $2.04M | 0.00% | +2,543+5.4% | Added |
| Federated Hermes, Inc. | 49,141 | $2.01M | 0.00% | +9,626+24.4% | Added |
| Oppenheimer Asset Management Inc. | 49,094 | $2.00M | 0.02% | +628+1.3% | Added |
| Citigroup Inc | 46,392 | $1.89M | 0.00% | +669+1.5% | Added |
| SG Americas Securities, LLC | 45,618 | $1.86M | 0.00% | +8,051+21.4% | Added |
| Quantinno Capital Management LP | 44,880 | $1.83M | 0.00% | +15,189+51.2% | Added |
| Marshall Wace, LLP | 44,516 | $1.82M | 0.00% | +44,516 | New |
| Victory Capital Management Inc | 43,665 | $1.78M | 0.00% | +77+0.2% | Added |
| JPMorgan Chase & Co | 41,844 | $1.78M | 0.00% | −64,780−60.8% | Reduced |
| HRT Financial LP | 42,533 | $1.74M | 0.00% | +16,090+60.8% | Added |
| Price T Rowe Associates Inc | 41,528 | $1.70M | 0.00% | +8,403+25.4% | Added |
| California State Teachers Retirement System | 40,858 | $1.67M | 0.00% | +7,897+24.0% | Added |
| Walleye Capital LLC | 39,973 | $1.63M | 0.01% | +39,973 | New |
| BNP Paribas Arbitrage, SA | 39,622 | $1.62M | 0.00% | +16,229+69.4% | Added |
| MML Investors Services, LLC | 39,371 | $1.61M | 0.00% | +10,845+38.0% | Added |
| Point72 Asset Management, L.P. | 38,616 | $1.58M | 0.00% | +38,616 | New |
| Alliancebernstein L.P. | 46,590 | $1.54M | 0.00% | +9,220+24.7% | Added |
| Stifel Financial Corp | 36,958 | $1.51M | 0.00% | +3,103+9.2% | Added |
| Creative Planning | 36,324 | $1.48M | 0.00% | +2,286+6.7% | Added |
| Legal & General Group Plc | 36,337 | $1.48M | 0.00% | +8,200+29.1% | Added |
| Sovran Advisors, LLC | 34,362 | $1.47M | 0.11% | +1,820+5.6% | Added |
| RE Advisers Corp | 34,100 | $1.39M | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 31,910 | $1.30M | 0.03% | −6,295−16.5% | Reduced |
| PDT Partners, LLC | 31,021 | $1.27M | 0.07% | −8,700−21.9% | Reduced |
| SEI Investments Co | 30,657 | $1.25M | 0.00% | −10,467−25.5% | Reduced |
| LPL Financial LLC | 29,965 | $1.22M | 0.00% | −675−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 29,606 | $1.21M | 0.00% | +327+1.1% | Added |
| Vanguard Asset Management, Ltd | 29,394 | $1.20M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 29,271 | $1.20M | 0.00% | +6,002+25.8% | Added |
| Gsa Capital Partners LLP | 28,680 | $1.17M | 0.07% | −12,374−30.1% | Reduced |
| Balyasny Asset Management LLC | 27,935 | $1.14M | 0.00% | +9,406+50.8% | Added |
| Pinnacle Associates Ltd | 27,486 | $1.12M | 0.01% | +783+2.9% | Added |