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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 6,398 | $377.0K | 0.00% | +6,398 | New |
| Tower Research Capital LLC (TRC) | 6,284 | $371.0K | 0.01% | +3,779+150.9% | Added |
| Amalgamated Bank | 5,953 | $351.0K | 0.00% | +5,953 | New |
| IndexIQ Advisors LLC | 5,907 | $349.0K | 0.01% | +55+0.9% | Added |
| Jane Street Group, LLC | 5,662 | $334.0K | 0.00% | −6,492−53.4% | Reduced |
| Synovus Financial Corp | 5,500 | $325.0K | 0.00% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,408 | $319.0K | 0.14% | +3+0.1% | Added |
| State Board of Administration of Florida Retirement System | 5,214 | $308.0K | 0.00% | +326+6.7% | Added |
| American Century Companies Inc | 5,147 | $304.0K | 0.00% | +1,223+31.2% | Added |
| Harvest Investment Services, LLC | 5,140 | $303.0K | 0.13% | +5,140 | New |
| Principal Financial Group Inc | 5,040 | $297.0K | 0.00% | +5,040 | New |
| State of Wisconsin Investment Board | 4,800 | $283.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,611 | $272.0K | 0.00% | −21,202−82.1% | Reduced |
| Bailard, Inc. | 4,500 | $266.0K | 0.01% | −600−11.8% | Reduced |
| XTX Topco Ltd | 4,499 | $265.0K | 0.09% | +4,499 | New |
| 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 |
| Janus Henderson Group PLC | 4,038 | $238.0K | 0.00% | +600+17.5% | Added |
| Captrust Financial Advisors | 3,844 | $227.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,699 | $218.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,684 | $217.0K | 0.00% | +560+17.9% | Added |
| Arbor Investment Advisors, LLC | 3,588 | $212.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 3,142 | $185.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,105 | $183.0K | 0.00% | +19+0.6% | Added |
| Point72 Hong Kong Ltd | 2,718 | $160.0K | 0.01% | +2,718 | New |
| Ameritas Investment Partners, Inc. | 2,492 | $147.0K | 0.01% | +145+6.2% | Added |
| Geneos Wealth Management Inc. | 2,400 | $142.0K | 0.01% | −50−2.0% | Reduced |
| Royal Bank of Canada | 2,257 | $133.0K | 0.00% | −1,990−46.9% | Reduced |
| Simplex Trading, LLC | 2,158 | $127.0K | 0.00% | +2,158 | New |
| Great West Life Assurance Co | 1,808 | $107.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,728 | $102.0K | 0.00% | −2,403−58.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $94.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,408 | $83.0K | 0.00% | +308+28.0% | Added |
| BNP Paribas Arbitrage, SA | 1,216 | $71.7K | 0.00% | −11,298−90.3% | Reduced |
| Central Bank & Trust Co | 1,173 | $69.0K | 0.01% | +173+17.3% | Added |
| Fifth Third Bancorp | 1,000 | $59.0K | 0.00% | +1,000 | New |
| Gables Capital Management Inc. | 800 | $47.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $44.0K | 0.00% | +250+50.0% | Added |
| Rockefeller Capital Management L.P. | 527 | $31.0K | 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 |
| American Portfolios Advisors | 500 | $29.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 377 | $22.0K | 0.00% | +177+88.5% | Added |
| IFP Advisors, Inc | 345 | $21.0K | 0.00% | +345 | New |
| Lindbrook Capital, LLC | 300 | $18.0K | 0.00% | +50+20.0% | Added |
| Larson Financial Group LLC | 300 | $18.0K | 0.00% | +300 | 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 |
| Winch Advisory Services, LLC | 210 | $12.0K | 0.00% | −9−4.1% | Reduced |
| Providence Capital Advisors, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Asset Dedication, LLC | 175 | $10.0K | 0.00% | +175 | New |
| 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 |
| Salem Investment Counselors Inc | 120 | $7.00K | 0.00% | −70−36.8% | Reduced |
| Proequities, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −151,956−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −137,105−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −128,325−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,641−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,288−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −9,788−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |