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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
Deutsche Bank AG19,330$1.32M0.00%––
UBS Group AG19,752$1.35M0.00%––
Parametric Portfolio Associates LLC20,257$1.39M0.00%––
First Trust Advisors LP20,555$1.41M0.00%––
Summit Trail Advisors, LLC21,250$1.46M0.16%––
Victory Capital Management Inc22,249$1.52M0.00%––
New York State Common Retirement Fund25,800$1.77M0.00%––
Advisor Group Holdings, Inc.25,813$1.77M0.00%––
Signaturefd, LLC28,067$1.92M0.08%––
Royce & Associates LP30,900$2.12M0.01%––
JPMorgan Chase & Co34,047$2.33M0.00%––
Patriot Investment Management Inc.34,669$2.37M0.24%––
UBS Asset Management Americas Inc35,357$2.42M0.00%––
Russell Investments Group, Ltd.38,923$2.67M0.00%––
Morgan Stanley39,067$2.67M0.00%––
Rafferty Asset Management, LLC40,489$2.77M0.02%––
Citigroup Inc41,617$2.85M0.00%––
California State Teachers Retirement System42,729$2.93M0.00%––
Eaton Vance Management44,974$3.08M0.00%––
Rhumbline Advisers45,575$3.12M0.00%––
Arcus Capital Partners, LLC50,000$3.42M0.27%––
Jacobs Levy Equity Management, Inc50,391$3.45M0.03%––
Bank of America Corp50,520$3.46M0.00%––
Advisory Services Network, LLC50,736$3.48M0.13%––
TD Asset Management Inc53,682$3.68M0.00%––
Commonwealth Equity Services, LLC56,620$3.88M0.01%––
California Public Employees Retirement System57,000$3.90M0.00%––
Barclays PLC58,913$4.03M0.00%––
Swiss National Bank65,400$4.48M0.00%––
Ballentine Partners, LLC65,946$4.52M0.17%––
Credit Suisse AG67,975$4.66M0.00%––
Capital Impact Advisors, LLC73,017$5.00M1.75%––
Invesco Ltd.73,521$5.04M0.00%––
Voloridge Investment Management, LLC75,716$5.19M0.04%––
FMR LLC100,036$6.85M0.00%––
Goldman Sachs Group Inc102,246$7.00M0.00%––
West Chester Capital Advisors, Inc112,344$7.69M6.60%––
Hotchkis & Wiley Capital Management LLC113,748$7.79M0.02%––
Raymond James & Associates118,384$8.11M0.01%––
Lisanti Capital Growth, LLC128,325$8.79M1.13%––
Federated Hermes, Inc.137,105$9.39M0.02%––
HighTower Advisors, LLC137,930$9.45M0.03%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.139,901$9.58M0.04%––
Bank of New York Mellon Corp141,095$9.66M0.00%––
Monarch Partners Asset Management LLC151,956$10.4M1.57%––
Diamond Hill Capital Management Inc180,586$12.4M0.05%––
Wells Fargo & Company183,560$12.6M0.00%––
Nuveen Asset Management, LLC203,383$13.9M0.00%––
Charles Schwab Investment Management Inc203,883$14.0M0.01%––
Northern Trust Corp299,287$20.5M0.00%––
Mendon Capital Advisors Corp357,500$24.5M9.02%––
Emerald Advisers, LLC379,857$26.0M0.94%––
EJF Capital LLC407,866$27.9M2.02%––
Ameriprise Financial Inc446,390$30.6M0.01%––
Manufacturers Life Insurance Company, The449,807$30.8M0.03%––
Emerald Mutual Fund Advisers Trust469,951$32.2M1.07%––
Standard Life Aberdeen plc471,096$32.4M0.07%––
Geode Capital Management, LLC525,428$36.0M0.01%––
Driehaus Capital Management LLC652,365$44.7M0.66%––
Alliancebernstein L.P.674,985$46.2M0.02%––
State Street Corp1,073,671$73.5M0.00%––
Dimensional Fund Advisors LP1,173,826$80.4M0.03%––
Vanguard Group Inc1,578,280$108.1M0.00%––
BlackRock Inc.2,191,938$150.1M0.00%––
Capital Research Global Investors2,214,243$151.7M0.04%––
Price T Rowe Associates Inc5,371,780$367.9M0.04%––