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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
Kistler-Tiffany Companies, LLC7$00.00%––
Disciplined Investments, LLC14$1.00K0.00%––
Clearstead Advisors, LLC35$2.00K0.00%––
TCI Wealth Advisors, Inc.32$2.00K0.00%––
Sugarloaf Wealth Management, LLC33$2.00K0.00%––
McClarren Financial Advisors, Inc.54$4.00K0.00%––
Quadrant Capital Group LLC68$5.00K0.00%––
Meridian Wealth Partners, LLC77$5.00K0.00%––
Proequities, Inc.100$7.00K0.00%––
Toth Financial Advisory Corp100$7.00K0.00%––
Semmax Financial Advisors Inc.151$10.0K0.00%––
Massmutual Trust Co FSB156$11.0K0.00%––
Salem Investment Counselors Inc190$13.0K0.00%––
Huntington National Bank200$14.0K0.00%––
Prime Capital Investment Advisors, LLC205$14.0K0.00%––
Nisa Investment Advisors, LLC225$15.0K0.00%––
Winch Advisory Services, LLC219$15.0K0.01%––
Carroll Financial Associates, Inc.245$16.0K0.00%––
Eudaimonia Partners, LLC235$16.0K0.00%––
Lindbrook Capital, LLC250$17.0K0.00%––
Total Clarity Wealth Management, Inc.250$17.0K0.01%––
Steward Partners Investment Advisory, LLC269$18.4K0.00%––
Wolverine Asset Management LLC494$33.0K0.00%––
Baldwin Brothers Inc500$34.0K0.00%––
D'Orazio & Associates, Inc.500$34.0K0.01%––
Center for Financial Planning, Inc.500$34.0K0.01%––
American Portfolios Advisors500$34.2K0.00%––
Rockefeller Capital Management L.P.527$36.0K0.00%––
Lazard Asset Management LLC554$37.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund639$44.0K0.00%––
Gables Capital Management Inc.800$55.0K0.03%––
Central Bank & Trust Co1,000$68.0K0.01%––
Macquarie Group Ltd1,100$75.0K0.00%––
Bank of Montreal1,223$84.0K0.00%––
Banc Funds Co LLC1,500$103.0K0.01%––
Laurel Wealth Advisors LLC1,600$110.0K0.03%––
Great West Life Assurance Co1,808$123.0K0.00%––
Geneos Wealth Management Inc.2,450$156.0K0.00%––
Ameritas Investment Partners, Inc.2,347$161.0K0.01%––
Tower Research Capital LLC (TRC)2,505$171.0K0.00%––
Valeo Financial Advisors, LLC2,500$171.0K0.01%––
Cambridge Investment Research Advisors, Inc.2,992$205.0K0.00%––
Accuvest Global Advisors3,000$205.0K0.11%––
Wedbush Securities Inc3,060$210.0K0.01%––
Cubist Systematic Strategies, LLC3,086$211.0K0.00%––
Teacher Retirement System of Texas3,124$214.0K0.00%––
US Bancorp3,142$215.0K0.00%––
Two Sigma Advisers, LP3,400$233.0K0.00%––
Janus Henderson Group PLC3,438$235.0K0.00%––
Sowell Financial Services LLC3,566$235.0K0.01%––
Arbor Investment Advisors, LLC3,588$246.0K0.06%––
Quantitative Systematic Strategies LLC3,605$247.0K0.04%––
Old Mission Capital LLC3,666$251.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,699$253.0K0.00%––
Captrust Financial Advisors3,844$263.0K0.00%––
American Century Companies Inc3,924$269.0K0.00%––
SG Americas Securities, LLC4,131$283.0K0.00%––
Robeco Institutional Asset Management B.V.4,220$289.0K0.00%––
Royal Bank of Canada4,247$291.0K0.00%––
Acorn Financial Advisory Services Inc4,300$295.0K0.11%––
State of Wisconsin Investment Board4,800$329.0K0.00%––
State Board of Administration of Florida Retirement System4,888$335.0K0.00%––
Bailard, Inc.5,100$349.0K0.01%––
Palisades Hudson Asset Management, L.P.5,405$370.0K0.18%––
Synovus Financial Corp5,500$375.0K0.00%––
NEXT Financial Group, Inc5,559$381.0K0.03%––
Handelsbanken Fonder AB5,600$384.0K0.00%––
Full18 Capital LLC9,788$390.0K0.19%––
Apollon Wealth Management, LLC5,807$398.0K0.08%––
IndexIQ Advisors LLC5,852$401.0K0.01%––
Davenport & Co LLC6,300$431.0K0.00%––
Wolverine Trading, LLC6,288$431.0K0.01%––
Cetera Advisors LLC6,363$436.0K0.01%––
AQR Capital Management LLC6,867$470.0K0.00%––
Cornerstone Investment Partners, LLC7,130$488.0K0.03%––
Cna Financial Corp7,166$491.0K0.15%––
Centaurus Financial, Inc.7,320$501.0K0.05%––
ProShare Advisors LLC7,573$519.0K0.00%––
Smith, Salley & Associates7,704$528.0K0.05%––
Metropolitan Life Insurance Co7,879$539.6K0.01%––
Cerity Partners LLC7,993$547.0K0.01%––
Arizona State Retirement System8,335$571.0K0.00%––
Caxton Associates LP8,378$574.0K0.06%––
Truist Financial Corp8,641$591.0K0.00%––
SEI Investments Co10,876$632.0K0.00%––
Aigen Investment Management, LP9,410$644.0K0.09%––
Legal & General Group Plc9,506$651.0K0.00%––
Legal Advantage Investments, Inc.10,500$719.0K0.54%––
MetLife Investment Management11,266$771.6K0.01%––
Parsons Capital Management Inc11,300$774.0K0.06%––
LPL Financial LLC11,940$818.0K0.00%––
Jane Street Group, LLC12,154$832.0K0.00%––
Voya Investment Management LLC12,400$849.0K0.00%––
BNP Paribas Arbitrage, SA12,514$857.1K0.00%––
Allianz Asset Management GmbH13,824$947.0K0.00%––
American International Group, Inc.16,516$1.13M0.00%––
Raymond James Financial Services Advisors, Inc.16,881$1.16M0.00%––
Fuller & Thaler Asset Management, Inc.16,916$1.16M0.01%––
NJ State Employees Deferred Compensation Plan18,000$1.23M0.18%––
Skandinaviska Enskilda Banken AB (publ)18,600$1.27M0.01%––