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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Parallel Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Parisi Gray Wealth Management | 24 | $1.00K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 33 | $2.00K | 0.00% | +33 | New |
| McClarren Financial Advisors, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 120 | $7.00K | 0.00% | −70−36.8% | Reduced |
| Massmutual Trust Co FSB | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $9.00K | 0.00% | +1+0.7% | Added |
| Asset Dedication, LLC | 175 | $10.0K | 0.00% | +175 | New |
| Winch Advisory Services, LLC | 210 | $12.0K | 0.00% | −9−4.1% | Reduced |
| Providence Capital Advisors, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Carroll Financial Associates, Inc. | 225 | $13.0K | 0.00% | −20−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 225 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 300 | $18.0K | 0.00% | +50+20.0% | Added |
| Larson Financial Group LLC | 300 | $18.0K | 0.00% | +300 | New |
| IFP Advisors, Inc | 345 | $21.0K | 0.00% | +345 | New |
| Huntington National Bank | 377 | $22.0K | 0.00% | +177+88.5% | Added |
| American Portfolios Advisors | 500 | $29.5K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 527 | $31.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $44.0K | 0.00% | +250+50.0% | Added |
| Gables Capital Management Inc. | 800 | $47.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $59.0K | 0.00% | +1,000 | New |
| Central Bank & Trust Co | 1,173 | $69.0K | 0.01% | +173+17.3% | Added |
| BNP Paribas Arbitrage, SA | 1,216 | $71.7K | 0.00% | −11,298−90.3% | Reduced |
| Macquarie Group Ltd | 1,408 | $83.0K | 0.00% | +308+28.0% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $94.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,728 | $102.0K | 0.00% | −2,403−58.2% | Reduced |
| Great West Life Assurance Co | 1,808 | $107.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,158 | $127.0K | 0.00% | +2,158 | New |
| Royal Bank of Canada | 2,257 | $133.0K | 0.00% | −1,990−46.9% | Reduced |
| Geneos Wealth Management Inc. | 2,400 | $142.0K | 0.01% | −50−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,492 | $147.0K | 0.01% | +145+6.2% | Added |
| Point72 Hong Kong Ltd | 2,718 | $160.0K | 0.01% | +2,718 | New |
| Cubist Systematic Strategies, LLC | 3,105 | $183.0K | 0.00% | +19+0.6% | Added |
| US Bancorp | 3,142 | $185.0K | 0.00% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 3,588 | $212.0K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,684 | $217.0K | 0.00% | +560+17.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,699 | $218.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,844 | $227.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4,038 | $238.0K | 0.00% | +600+17.5% | Added |
| NEXT Financial Group, Inc | 4,212 | $249.0K | 0.02% | −1,347−24.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,220 | $249.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,499 | $265.0K | 0.09% | +4,499 | New |
| Bailard, Inc. | 4,500 | $266.0K | 0.01% | −600−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,611 | $272.0K | 0.00% | −21,202−82.1% | Reduced |
| State of Wisconsin Investment Board | 4,800 | $283.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,040 | $297.0K | 0.00% | +5,040 | New |
| Harvest Investment Services, LLC | 5,140 | $303.0K | 0.13% | +5,140 | New |
| American Century Companies Inc | 5,147 | $304.0K | 0.00% | +1,223+31.2% | Added |
| State Board of Administration of Florida Retirement System | 5,214 | $308.0K | 0.00% | +326+6.7% | Added |
| Palisades Hudson Asset Management, L.P. | 5,408 | $319.0K | 0.14% | +3+0.1% | Added |
| Synovus Financial Corp | 5,500 | $325.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,662 | $334.0K | 0.00% | −6,492−53.4% | Reduced |
| IndexIQ Advisors LLC | 5,907 | $349.0K | 0.01% | +55+0.9% | Added |
| Amalgamated Bank | 5,953 | $351.0K | 0.00% | +5,953 | New |
| Tower Research Capital LLC (TRC) | 6,284 | $371.0K | 0.01% | +3,779+150.9% | Added |
| Schonfeld Strategic Advisors LLC | 6,398 | $377.0K | 0.00% | +6,398 | New |
| Cetera Advisors LLC | 6,598 | $389.0K | 0.01% | +235+3.7% | Added |
| Vivid Financial Management, Inc. | 6,862 | $405.0K | 0.17% | +6,862 | New |
| Cornerstone Investment Partners, LLC | 7,130 | $421.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,165 | $423.0K | 0.04% | −155−2.1% | Reduced |
| Qube Research & Technologies Ltd | 7,285 | $430.0K | 0.01% | +7,285 | New |
| Aigen Investment Management, LP | 7,305 | $431.0K | 0.08% | −2,105−22.4% | Reduced |
| SEI Investments Co | 7,410 | $437.0K | 0.00% | −3,466−31.9% | Reduced |
| Smith, Salley & Associates | 7,704 | $455.0K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,993 | $472.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,178 | $483.0K | 0.00% | +605+8.0% | Added |
| Metropolitan Life Insurance Co | 8,292 | $489.2K | 0.01% | +413+5.2% | Added |
| Apollon Wealth Management, LLC | 8,298 | $490.0K | 0.09% | +2,491+42.9% | Added |
| Arizona State Retirement System | 8,531 | $503.0K | 0.00% | +196+2.4% | Added |
| Handelsbanken Fonder AB | 8,700 | $513.0K | 0.00% | +3,100+55.4% | Added |
| Banc Funds Co LLC | 8,800 | $519.0K | 0.04% | +7,300+486.7% | Added |
| AQR Capital Management LLC | 9,528 | $562.0K | 0.00% | +2,661+38.8% | Added |
| Two Sigma Investments, LP | 9,600 | $566.0K | 0.00% | +9,600 | New |
| Quantbot Technologies LP | 10,039 | $592.0K | 0.05% | +10,039 | New |
| Legal Advantage Investments, Inc. | 10,500 | $620.0K | 0.42% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,924 | $644.0K | 0.00% | +10,924 | New |
| MetLife Investment Management | 11,266 | $664.7K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,300 | $667.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 11,524 | $680.0K | 0.00% | −416−3.5% | 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 |
| Voya Investment Management LLC | 12,062 | $712.0K | 0.00% | −338−2.7% | Reduced |
| Allianz Asset Management GmbH | 13,824 | $816.0K | 0.00% | 00.0% | Unchanged |
| Cna Financial Corp | 14,550 | $858.0K | 0.24% | +7,384+103.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,916 | $880.0K | 0.01% | −2,000−11.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,133 | $952.0K | 0.00% | −748−4.4% | Reduced |
| American International Group, Inc. | 17,665 | $1.04M | 0.00% | +1,149+7.0% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.06M | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,371 | $1.14M | 0.00% | −14,676−43.1% | Reduced |
| Victory Capital Management Inc | 19,525 | $1.15M | 0.00% | −2,724−12.2% | Reduced |
| PEAK6 Investments LLC | 20,045 | $1.18M | 0.03% | +20,045 | New |
| Summit Trail Advisors, LLC | 21,250 | $1.25M | 0.11% | 00.0% | Unchanged |