Skip to main content

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, Q1 2021

Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2021. 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
166
No complete 13F data for Q4 2020
Shares held
22.8M
No complete 13F data for Q4 2020
Total value
$1.56B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 166 institutions
Q1 2021: 166 institutionsQ2 2021: 164 institutionsQ3 2021: 166 institutionsQ4 2021: 212 institutionsQ1 2022: 208 institutionsQ2 2022: 174 institutionsQ3 2022: 188 institutionsQ4 2022: 189 institutionsQ1 2023: 174 institutionsQ2 2023: 162 institutionsQ3 2023: 174 institutionsQ4 2023: 192 institutionsQ1 2024: 199 institutionsQ2 2024: 198 institutionsQ3 2024: 211 institutionsQ4 2024: 216 institutionsQ1 2025: 224 institutionsQ2 2025: 210 institutionsQ3 2025: 223 institutionsQ4 2025: 229 institutionsQ1 2026: 228 institutionsQ2 2026: 239 institutions
Value heldQ1 2021: $1.56B
Q1 2021: $1.56BQ2 2021: $1.45BQ3 2021: $1.61BQ4 2021: $2.38BQ1 2022: $1.46BQ2 2022: $988.4MQ3 2022: $864.6MQ4 2022: $895.8MQ1 2023: $688.3MQ2 2023: $729.5MQ3 2023: $817.3MQ4 2023: $1.30BQ1 2024: $1.19BQ2 2024: $1.04BQ3 2024: $1.41BQ4 2024: $1.20BQ1 2025: $803.6MQ2 2025: $918.7MQ3 2025: $1.07BQ4 2025: $1.12BQ1 2026: $1.08BQ2 2026: $1.34B
Institutions holding LOB and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.34B
Q1 2026228$1.08B
Q4 2025229$1.12B
Q3 2025223$1.07B
Q2 2025210$918.7M
Q1 2025224$803.6M
Q4 2024216$1.20B
Q3 2024211$1.41B
Q2 2024198$1.04B
Q1 2024199$1.19B
Q4 2023192$1.30B
Q3 2023174$817.3M
Q2 2023162$729.5M
Q1 2023174$688.3M
Q4 2022189$895.8M
Q3 2022188$864.6M
Q2 2022174$988.4M
Q1 2022208$1.46B
Q4 2021212$2.38B
Q3 2021166$1.61B
Q2 2021164$1.45B
Q1 2021166$1.56B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LOB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc5,371,780$367.9M0.04%––
Capital Research Global Investors2,214,243$151.7M0.04%––
BlackRock Inc.2,191,938$150.1M0.00%––
Vanguard Group Inc1,578,280$108.1M0.00%––
Dimensional Fund Advisors LP1,173,826$80.4M0.03%––
State Street Corp1,073,671$73.5M0.00%––
Alliancebernstein L.P.674,985$46.2M0.02%––
Driehaus Capital Management LLC652,365$44.7M0.66%––
Geode Capital Management, LLC525,428$36.0M0.01%––
Standard Life Aberdeen plc471,096$32.4M0.07%––
Emerald Mutual Fund Advisers Trust469,951$32.2M1.07%––
Manufacturers Life Insurance Company, The449,807$30.8M0.03%––
Ameriprise Financial Inc446,390$30.6M0.01%––
EJF Capital LLC407,866$27.9M2.02%––
Emerald Advisers, LLC379,857$26.0M0.94%––
Mendon Capital Advisors Corp357,500$24.5M9.02%––
Northern Trust Corp299,287$20.5M0.00%––
Charles Schwab Investment Management Inc203,883$14.0M0.01%––
Nuveen Asset Management, LLC203,383$13.9M0.00%––
Wells Fargo & Company183,560$12.6M0.00%––
Diamond Hill Capital Management Inc180,586$12.4M0.05%––
Monarch Partners Asset Management LLC151,956$10.4M1.57%––
Bank of New York Mellon Corp141,095$9.66M0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.139,901$9.58M0.04%––
HighTower Advisors, LLC137,930$9.45M0.03%––
Federated Hermes, Inc.137,105$9.39M0.02%––
Lisanti Capital Growth, LLC128,325$8.79M1.13%––
Raymond James & Associates118,384$8.11M0.01%––
Hotchkis & Wiley Capital Management LLC113,748$7.79M0.02%––
West Chester Capital Advisors, Inc112,344$7.69M6.60%––
Goldman Sachs Group Inc102,246$7.00M0.00%––
FMR LLC100,036$6.85M0.00%––
Voloridge Investment Management, LLC75,716$5.19M0.04%––
Invesco Ltd.73,521$5.04M0.00%––
Capital Impact Advisors, LLC73,017$5.00M1.75%––
Credit Suisse AG67,975$4.66M0.00%––
Ballentine Partners, LLC65,946$4.52M0.17%––
Swiss National Bank65,400$4.48M0.00%––
Barclays PLC58,913$4.03M0.00%––
California Public Employees Retirement System57,000$3.90M0.00%––
Commonwealth Equity Services, LLC56,620$3.88M0.01%––
TD Asset Management Inc53,682$3.68M0.00%––
Advisory Services Network, LLC50,736$3.48M0.13%––
Bank of America Corp50,520$3.46M0.00%––
Jacobs Levy Equity Management, Inc50,391$3.45M0.03%––
Arcus Capital Partners, LLC50,000$3.42M0.27%––
Rhumbline Advisers45,575$3.12M0.00%––
Eaton Vance Management44,974$3.08M0.00%––
California State Teachers Retirement System42,729$2.93M0.00%––
Citigroup Inc41,617$2.85M0.00%––
Rafferty Asset Management, LLC40,489$2.77M0.02%––
Morgan Stanley39,067$2.67M0.00%––
Russell Investments Group, Ltd.38,923$2.67M0.00%––
UBS Asset Management Americas Inc35,357$2.42M0.00%––
Patriot Investment Management Inc.34,669$2.37M0.24%––
JPMorgan Chase & Co34,047$2.33M0.00%––
Royce & Associates LP30,900$2.12M0.01%––
Signaturefd, LLC28,067$1.92M0.08%––
Advisor Group Holdings, Inc.25,813$1.77M0.00%––
New York State Common Retirement Fund25,800$1.77M0.00%––
Victory Capital Management Inc22,249$1.52M0.00%––
Summit Trail Advisors, LLC21,250$1.46M0.16%––
First Trust Advisors LP20,555$1.41M0.00%––
Parametric Portfolio Associates LLC20,257$1.39M0.00%––
UBS Group AG19,752$1.35M0.00%––
Deutsche Bank AG19,330$1.32M0.00%––
Skandinaviska Enskilda Banken AB (publ)18,600$1.27M0.01%––
NJ State Employees Deferred Compensation Plan18,000$1.23M0.18%––
Fuller & Thaler Asset Management, Inc.16,916$1.16M0.01%––
Raymond James Financial Services Advisors, Inc.16,881$1.16M0.00%––
American International Group, Inc.16,516$1.13M0.00%––
Allianz Asset Management GmbH13,824$947.0K0.00%––
BNP Paribas Arbitrage, SA12,514$857.1K0.00%––
Voya Investment Management LLC12,400$849.0K0.00%––
Jane Street Group, LLC12,154$832.0K0.00%––
LPL Financial LLC11,940$818.0K0.00%––
Parsons Capital Management Inc11,300$774.0K0.06%––
MetLife Investment Management11,266$771.6K0.01%––
Legal Advantage Investments, Inc.10,500$719.0K0.54%––
Legal & General Group Plc9,506$651.0K0.00%––
Aigen Investment Management, LP9,410$644.0K0.09%––
SEI Investments Co10,876$632.0K0.00%––
Truist Financial Corp8,641$591.0K0.00%––
Caxton Associates LP8,378$574.0K0.06%––
Arizona State Retirement System8,335$571.0K0.00%––
Cerity Partners LLC7,993$547.0K0.01%––
Metropolitan Life Insurance Co7,879$539.6K0.01%––
Smith, Salley & Associates7,704$528.0K0.05%––
ProShare Advisors LLC7,573$519.0K0.00%––
Centaurus Financial, Inc.7,320$501.0K0.05%––
Cna Financial Corp7,166$491.0K0.15%––
Cornerstone Investment Partners, LLC7,130$488.0K0.03%––
AQR Capital Management LLC6,867$470.0K0.00%––
Cetera Advisors LLC6,363$436.0K0.01%––
Davenport & Co LLC6,300$431.0K0.00%––
Wolverine Trading, LLC6,288$431.0K0.01%––
IndexIQ Advisors LLC5,852$401.0K0.01%––
Apollon Wealth Management, LLC5,807$398.0K0.08%––
Full18 Capital LLC9,788$390.0K0.19%––
Handelsbanken Fonder AB5,600$384.0K0.00%––