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, Q3 2021
Institutional positions in Live Oak Bancshares, Inc. as of Sep 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
- 166
- +2 vs. Q2 2021
- Shares held
- 25.2M
- +703.6K (+2.9%) vs. Q2 2021
- Total value
- $1.61B
- +$158.3M (+10.9%) vs. Q2 2021
- New holders
- 19
- 54 more added
- Sold out
- 17
- 47 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,501,471 | $350.1M | 0.03% | +163,213+3.1% | Added |
| Capital Research Global Investors | 2,435,243 | $155.0M | 0.04% | +221,000+10.0% | Added |
| BlackRock Inc. | 2,033,518 | $129.4M | 0.00% | −30,816−1.5% | Reduced |
| Vanguard Group Inc | 1,706,319 | $108.6M | 0.00% | +21,918+1.3% | Added |
| Alliancebernstein L.P. | 1,512,508 | $96.2M | 0.04% | +93,798+6.6% | Added |
| Ameriprise Financial Inc | 1,395,477 | $88.8M | 0.03% | +508,136+57.3% | Added |
| State Street Corp | 1,092,965 | $69.5M | 0.00% | −356,821−24.6% | Reduced |
| Dimensional Fund Advisors LP | 950,206 | $60.5M | 0.02% | −12,736−1.3% | Reduced |
| Driehaus Capital Management LLC | 700,014 | $44.5M | 0.53% | +78,948+12.7% | Added |
| Standard Life Aberdeen plc | 673,693 | $42.9M | 0.10% | +26,031+4.0% | Added |
| Geode Capital Management, LLC | 561,025 | $35.7M | 0.00% | −4,845−0.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 553,981 | $35.3M | 1.22% | +900+0.2% | Added |
| Manufacturers Life Insurance Company, The | 458,743 | $29.2M | 0.02% | −3,086−0.7% | Reduced |
| Emerald Advisers, LLC | 441,383 | $28.1M | 1.02% | +13,890+3.2% | Added |
| Mendon Capital Advisors Corp | 350,000 | $22.3M | 7.59% | 00.0% | Unchanged |
| Northern Trust Corp | 322,035 | $20.5M | 0.00% | −7,187−2.2% | Reduced |
| Eventide Asset Management, LLC | 258,913 | $16.5M | 0.22% | +196,213+312.9% | Added |
| EJF Capital LLC | 241,708 | $15.4M | 1.34% | −166,079−40.7% | Reduced |
| Goldman Sachs Group Inc | 237,387 | $15.1M | 0.00% | +108,086+83.6% | Added |
| Charles Schwab Investment Management Inc | 219,918 | $14.0M | 0.00% | +3,878+1.8% | Added |
| Credit Suisse AG | 218,453 | $13.9M | 0.01% | +74,540+51.8% | Added |
| Davenport & Co LLC | 205,575 | $13.1M | 0.09% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 197,230 | $12.6M | 0.05% | +18,869+10.6% | Added |
| Nuveen Asset Management, LLC | 183,359 | $11.7M | 0.00% | −32,982−15.2% | Reduced |
| Bank of New York Mellon Corp | 141,704 | $9.02M | 0.00% | +7,918+5.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 138,516 | $8.81M | 0.03% | +9,179+7.1% | Added |
| HighTower Advisors, LLC | 137,896 | $8.77M | 0.02% | +650.0% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $7.15M | 5.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 110,090 | $7.00M | 0.02% | +1,804+1.7% | Added |
| Raymond James & Associates | 103,596 | $6.59M | 0.01% | −180−0.2% | Reduced |
| FMR LLC | 86,575 | $5.51M | 0.00% | −14,539−14.4% | Reduced |
| First Trust Advisors LP | 85,025 | $5.41M | 0.01% | −24,029−22.0% | Reduced |
| Norges Bank | 83,429 | $5.31M | 0.00% | +83,429 | New |
| Capital Impact Advisors, LLC | 80,614 | $5.13M | 2.03% | +31,597+64.5% | Added |
| Rheos Capital Works Inc. | 77,000 | $4.90M | 0.25% | +77,000 | New |
| Jacobs Levy Equity Management, Inc | 71,752 | $4.57M | 0.03% | +20,230+39.3% | Added |
| Swiss National Bank | 70,600 | $4.49M | 0.00% | +1,400+2.0% | Added |
| Deutsche Bank AG | 66,762 | $4.25M | 0.00% | +12,842+23.8% | Added |
| Bank of America Corp | 60,899 | $3.88M | 0.00% | +21,440+54.3% | Added |
| Morgan Stanley | 58,811 | $3.74M | 0.00% | +5,233+9.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,300 | $3.46M | 2.61% | 00.0% | Unchanged |
| Wells Fargo & Company | 54,118 | $3.44M | 0.00% | −5,156−8.7% | Reduced |
| Advisory Services Network, LLC | 50,700 | $3.23M | 0.10% | −3,681−6.8% | Reduced |
| Barclays PLC | 45,693 | $2.91M | 0.00% | −51,495−53.0% | Reduced |
| California State Teachers Retirement System | 43,144 | $2.75M | 0.00% | −297−0.7% | Reduced |
| Invesco Ltd. | 40,892 | $2.60M | 0.00% | +3,114+8.2% | Added |
| TD Asset Management Inc | 39,975 | $2.54M | 0.00% | −958−2.3% | Reduced |
| Russell Investments Group, Ltd. | 37,338 | $2.37M | 0.00% | −2,344−5.9% | Reduced |
| Patriot Investment Management Inc. | 37,019 | $2.35M | 0.21% | +2,325+6.7% | Added |
| Rhumbline Advisers | 32,665 | $2.08M | 0.00% | +1,318+4.2% | Added |
| Legal & General Group Plc | 31,622 | $2.01M | 0.00% | +20,050+173.3% | Added |
| Signaturefd, LLC | 31,332 | $1.99M | 0.07% | +3,265+11.6% | Added |
| Royce & Associates LP | 30,900 | $1.97M | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 30,000 | $1.91M | 0.72% | −20,000−40.0% | Reduced |
| AXS Investments LLC | 30,000 | $1.91M | 0.72% | +30,000 | New |
| Rafferty Asset Management, LLC | 28,860 | $1.84M | 0.01% | −31,073−51.8% | Reduced |
| UBS Group AG | 27,922 | $1.78M | 0.00% | −18,719−40.1% | Reduced |
| Eaton Vance Management | 27,036 | $1.72M | 0.00% | −9,540−26.1% | Reduced |
| UBS Asset Management Americas Inc | 25,652 | $1.63M | 0.00% | −4,160−14.0% | Reduced |
| New York State Common Retirement Fund | 22,755 | $1.45M | 0.00% | −4,975−17.9% | Reduced |
| Stifel Financial Corp | 22,062 | $1.40M | 0.00% | +640+3.0% | Added |
| Summit Trail Advisors, LLC | 21,250 | $1.35M | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,950 | $1.33M | 0.00% | +4,817+29.9% | Added |
| Millennium Management LLC | 19,341 | $1.23M | 0.00% | +19,341 | New |
| JPMorgan Chase & Co | 19,299 | $1.23M | 0.00% | −72−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.15M | 0.16% | 00.0% | Unchanged |
| American International Group, Inc. | 17,255 | $1.10M | 0.01% | −410−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 17,239 | $1.10M | 0.00% | −4,258−19.8% | Reduced |
| Cna Financial Corp | 15,210 | $968.0K | 0.26% | +660+4.5% | Added |
| American Century Companies Inc | 14,862 | $946.0K | 0.00% | +9,715+188.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,266 | $908.0K | 0.01% | −650−4.4% | Reduced |
| Navellier & Associates Inc | 13,055 | $831.0K | 0.13% | +1,482+12.8% | Added |
| Victory Capital Management Inc | 12,794 | $814.0K | 0.00% | −6,731−34.5% | Reduced |
| Voya Investment Management LLC | 12,326 | $784.0K | 0.00% | +264+2.2% | Added |
| Parsons Capital Management Inc | 11,300 | $719.0K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 11,266 | $716.9K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 11,174 | $711.0K | 0.00% | −350−3.0% | Reduced |
| AQR Capital Management LLC | 10,880 | $692.0K | 0.00% | +1,352+14.2% | Added |
| Legal Advantage Investments, Inc. | 10,500 | $668.0K | 0.45% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,200 | $649.0K | 0.00% | +1,500+17.2% | Added |
| SG Americas Securities, LLC | 9,942 | $633.0K | 0.00% | +8,214+475.3% | Added |
| Banc Funds Co LLC | 8,800 | $560.0K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,702 | $554.0K | 0.00% | +171+2.0% | Added |
| Apollon Wealth Management, LLC | 8,596 | $547.0K | 0.07% | +298+3.6% | Added |
| Metropolitan Life Insurance Co | 8,374 | $532.8K | 0.01% | +82+1.0% | Added |
| Cerity Partners LLC | 7,993 | $509.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,898 | $502.6K | 0.00% | +6,682+549.5% | Added |
| Smith, Salley & Associates | 7,704 | $490.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,075 | $450.0K | 0.01% | +3,970+127.9% | Added |
| HRT Financial LP | 6,915 | $440.0K | 0.00% | +6,915 | New |
| Cetera Advisors LLC | 6,833 | $435.0K | 0.01% | +235+3.6% | Added |
| Principal Financial Group Inc | 6,617 | $421.0K | 0.00% | +1,577+31.3% | Added |
| Alps Advisors Inc | 6,596 | $420.0K | 0.00% | +6,596 | New |
| IndexIQ Advisors LLC | 6,564 | $418.0K | 0.01% | +657+11.1% | Added |
| Balyasny Asset Management LLC | 6,154 | $392.0K | 0.00% | +6,154 | New |
| Centaurus Financial, Inc. | 6,115 | $389.0K | 0.03% | −1,050−14.7% | Reduced |
| Vivid Financial Management, Inc. | 6,074 | $386.0K | 0.16% | −788−11.5% | Reduced |
| Great Lakes Advisors, LLC | 6,044 | $385.0K | 0.01% | +6,044 | New |
| Citigroup Inc | 5,797 | $369.0K | 0.00% | −38,403−86.9% | Reduced |
| Cornerstone Investment Partners, LLC | 5,730 | $365.0K | 0.02% | −1,400−19.6% | Reduced |