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 2021
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 164
- −2 vs. Q1 2021
- Shares held
- 24.5M
- +1.70M (+7.4%) vs. Q1 2021
- Total value
- $1.45B
- −$116.1M (−7.4%) vs. Q1 2021
- New holders
- 27
- 60 more added
- Sold out
- 29
- 40 more reduced
Compare with Q1 2021: 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 | $1.12B |
| Q3 2025 | 223 | $1.07B |
| Q2 2025 | 210 | $918.7M |
| Q1 2025 | 224 | $803.6M |
| Q4 2024 | 216 | $1.20B |
| Q3 2024 | 211 | $1.41B |
| Q2 2024 | 198 | $1.04B |
| Q1 2024 | 199 | $1.19B |
| Q4 2023 | 192 | $1.30B |
| Q3 2023 | 174 | $817.3M |
| Q2 2023 | 162 | $729.5M |
| Q1 2023 | 174 | $688.3M |
| Q4 2022 | 189 | $895.8M |
| Q3 2022 | 188 | $864.6M |
| 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 2021
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,338,258 | $315.0M | 0.03% | −33,522−0.6% | Reduced |
| Capital Research Global Investors | 2,214,243 | $130.6M | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 2,064,334 | $121.8M | 0.00% | −127,604−5.8% | Reduced |
| Vanguard Group Inc | 1,684,401 | $99.4M | 0.00% | +106,121+6.7% | Added |
| State Street Corp | 1,449,786 | $85.5M | 0.00% | +376,115+35.0% | Added |
| Alliancebernstein L.P. | 1,418,710 | $83.7M | 0.03% | +743,725+110.2% | Added |
| Dimensional Fund Advisors LP | 962,942 | $56.8M | 0.02% | −210,884−18.0% | Reduced |
| Ameriprise Financial Inc | 887,341 | $52.4M | 0.02% | +440,951+98.8% | Added |
| Standard Life Aberdeen plc | 647,662 | $38.3M | 0.08% | +176,566+37.5% | Added |
| Driehaus Capital Management LLC | 621,066 | $36.6M | 0.49% | −31,299−4.8% | Reduced |
| Geode Capital Management, LLC | 565,870 | $33.4M | 0.00% | +40,442+7.7% | Added |
| Emerald Mutual Fund Advisers Trust | 553,081 | $32.6M | 1.07% | +83,130+17.7% | Added |
| Manufacturers Life Insurance Company, The | 461,829 | $27.2M | 0.02% | +12,022+2.7% | Added |
| Emerald Advisers, LLC | 427,493 | $25.2M | 0.92% | +47,636+12.5% | Added |
| EJF Capital LLC | 407,787 | $24.1M | 2.16% | −790.0% | Reduced |
| Mendon Capital Advisors Corp | 350,000 | $20.6M | 7.45% | −7,500−2.1% | Reduced |
| Northern Trust Corp | 329,222 | $19.4M | 0.00% | +29,935+10.0% | Added |
| Nuveen Asset Management, LLC | 216,341 | $12.8M | 0.00% | +12,958+6.4% | Added |
| Charles Schwab Investment Management Inc | 216,040 | $12.7M | 0.00% | +12,157+6.0% | Added |
| Davenport & Co LLC | 205,575 | $12.1M | 0.09% | +199,275+3,163.1% | Added |
| Diamond Hill Capital Management Inc | 178,361 | $10.5M | 0.04% | −2,225−1.2% | Reduced |
| Credit Suisse AG | 143,913 | $8.49M | 0.01% | +75,938+111.7% | Added |
| HighTower Advisors, LLC | 137,831 | $8.13M | 0.02% | −99−0.1% | Reduced |
| Bank of New York Mellon Corp | 133,786 | $7.89M | 0.00% | −7,309−5.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 129,458 | $7.64M | 0.02% | +15,710+13.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 129,337 | $7.63M | 0.03% | −10,564−7.6% | Reduced |
| Goldman Sachs Group Inc | 129,301 | $7.63M | 0.00% | +27,055+26.5% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $6.63M | 5.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 109,054 | $6.43M | 0.01% | +88,499+430.5% | Added |
| Commonwealth Equity Services, LLC | 108,286 | $6.39M | 0.02% | +51,666+91.3% | Added |
| Raymond James & Associates | 103,776 | $6.12M | 0.01% | −14,608−12.3% | Reduced |
| FMR LLC | 101,114 | $5.96M | 0.00% | +1,078+1.1% | Added |
| Barclays PLC | 97,188 | $5.73M | 0.00% | +38,275+65.0% | Added |
| Swiss National Bank | 69,200 | $4.08M | 0.00% | +3,800+5.8% | Added |
| Ballentine Partners, LLC | 65,946 | $3.89M | 0.13% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 64,264 | $3.79M | 0.03% | −11,452−15.1% | Reduced |
| Eventide Asset Management, LLC | 62,700 | $3.70M | 0.05% | +62,700 | New |
| Rafferty Asset Management, LLC | 59,933 | $3.54M | 0.02% | +19,444+48.0% | Added |
| Wells Fargo & Company | 59,274 | $3.50M | 0.00% | −124,286−67.7% | Reduced |
| Advisory Services Network, LLC | 54,381 | $3.21M | 0.10% | +3,645+7.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,300 | $3.20M | 2.57% | +54,300 | New |
| Deutsche Bank AG | 53,920 | $3.18M | 0.00% | +34,590+178.9% | Added |
| Morgan Stanley | 53,578 | $3.16M | 0.00% | +14,511+37.1% | Added |
| Jacobs Levy Equity Management, Inc | 51,522 | $3.04M | 0.02% | +1,131+2.2% | Added |
| Arcus Capital Partners, LLC | 50,000 | $2.95M | 1.38% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 49,017 | $2.89M | 0.93% | −24,000−32.9% | Reduced |
| UBS Group AG | 46,641 | $2.75M | 0.00% | +26,889+136.1% | Added |
| Citigroup Inc | 44,200 | $2.61M | 0.00% | +2,583+6.2% | Added |
| California State Teachers Retirement System | 43,441 | $2.56M | 0.00% | +712+1.7% | Added |
| TD Asset Management Inc | 40,933 | $2.46M | 0.00% | −12,749−23.7% | Reduced |
| Russell Investments Group, Ltd. | 39,682 | $2.34M | 0.00% | +759+2.0% | Added |
| Bank of America Corp | 39,459 | $2.33M | 0.00% | −11,061−21.9% | Reduced |
| Invesco Ltd. | 37,778 | $2.23M | 0.00% | −35,743−48.6% | Reduced |
| Eaton Vance Management | 36,576 | $2.16M | 0.00% | −8,398−18.7% | Reduced |
| Patriot Investment Management Inc. | 34,694 | $2.05M | 0.19% | +25+0.1% | Added |
| Rhumbline Advisers | 31,347 | $1.85M | 0.00% | −14,228−31.2% | Reduced |
| Royce & Associates LP | 30,900 | $1.82M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 29,812 | $1.76M | 0.00% | −5,545−15.7% | Reduced |
| Signaturefd, LLC | 28,067 | $1.66M | 0.07% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 27,730 | $1.64M | 0.00% | +1,930+7.5% | Added |
| M&G Investment Management Ltd | 26,351 | $1.55M | 0.01% | +26,351 | New |
| Renaissance Technologies LLC | 24,800 | $1.46M | 0.00% | +24,800 | New |
| Parametric Portfolio Associates LLC | 21,497 | $1.27M | 0.00% | +1,240+6.1% | Added |
| Stifel Financial Corp | 21,422 | $1.26M | 0.00% | +21,422 | New |
| Summit Trail Advisors, LLC | 21,250 | $1.25M | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 20,045 | $1.18M | 0.03% | +20,045 | New |
| Victory Capital Management Inc | 19,525 | $1.15M | 0.00% | −2,724−12.2% | Reduced |
| JPMorgan Chase & Co | 19,371 | $1.14M | 0.00% | −14,676−43.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.06M | 0.14% | 00.0% | Unchanged |
| American International Group, Inc. | 17,665 | $1.04M | 0.00% | +1,149+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,133 | $952.0K | 0.00% | −748−4.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 14,916 | $880.0K | 0.01% | −2,000−11.8% | Reduced |
| Cna Financial Corp | 14,550 | $858.0K | 0.24% | +7,384+103.0% | Added |
| Allianz Asset Management GmbH | 13,824 | $816.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,062 | $712.0K | 0.00% | −338−2.7% | Reduced |
| Legal & General Group Plc | 11,572 | $683.0K | 0.00% | +2,066+21.7% | Added |
| Navellier & Associates Inc | 11,573 | $683.0K | 0.10% | +11,573 | New |
| LPL Financial LLC | 11,524 | $680.0K | 0.00% | −416−3.5% | Reduced |
| Parsons Capital Management Inc | 11,300 | $667.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 11,266 | $664.7K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,924 | $644.0K | 0.00% | +10,924 | New |
| Legal Advantage Investments, Inc. | 10,500 | $620.0K | 0.42% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,039 | $592.0K | 0.05% | +10,039 | New |
| Two Sigma Investments, LP | 9,600 | $566.0K | 0.00% | +9,600 | New |
| AQR Capital Management LLC | 9,528 | $562.0K | 0.00% | +2,661+38.8% | Added |
| Banc Funds Co LLC | 8,800 | $519.0K | 0.04% | +7,300+486.7% | Added |
| Handelsbanken Fonder AB | 8,700 | $513.0K | 0.00% | +3,100+55.4% | Added |
| Arizona State Retirement System | 8,531 | $503.0K | 0.00% | +196+2.4% | Added |
| Apollon Wealth Management, LLC | 8,298 | $490.0K | 0.09% | +2,491+42.9% | Added |
| Metropolitan Life Insurance Co | 8,292 | $489.2K | 0.01% | +413+5.2% | Added |
| ProShare Advisors LLC | 8,178 | $483.0K | 0.00% | +605+8.0% | Added |
| Cerity Partners LLC | 7,993 | $472.0K | 0.01% | 00.0% | Unchanged |
| Smith, Salley & Associates | 7,704 | $455.0K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 7,410 | $437.0K | 0.00% | −3,466−31.9% | Reduced |
| Aigen Investment Management, LP | 7,305 | $431.0K | 0.08% | −2,105−22.4% | Reduced |
| Qube Research & Technologies Ltd | 7,285 | $430.0K | 0.01% | +7,285 | New |
| Centaurus Financial, Inc. | 7,165 | $423.0K | 0.04% | −155−2.1% | Reduced |
| Cornerstone Investment Partners, LLC | 7,130 | $421.0K | 0.02% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 6,862 | $405.0K | 0.17% | +6,862 | New |
| Cetera Advisors LLC | 6,598 | $389.0K | 0.01% | +235+3.7% | Added |