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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 43 | $2.00K | 0.00% | +43 | New |
| Kowal Investment Group, LLC | 26 | $2.00K | 0.00% | +26 | 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 |
| TCI Wealth Advisors, Inc. | 63 | $4.00K | 0.00% | +63 | New |
| Meridian Wealth Partners, LLC | 77 | $5.00K | 0.00% | +77 | New |
| 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 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $10.0K | 0.00% | −6−3.8% | Reduced |
| Semmax Financial Advisors Inc. | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $13.0K | 0.00% | −177−46.9% | Reduced |
| Providence Capital Advisors, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $13.0K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $16.0K | 0.00% | −82−23.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 250 | $16.0K | 0.01% | +250 | New |
| American Portfolios Advisors | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $48.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 800 | $51.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 957 | $60.0K | 0.00% | −9,082−90.5% | Reduced |
| Fifth Third Bancorp | 1,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,173 | $75.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,408 | $90.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $102.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $116.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,831 | $117.0K | 0.04% | +1,831 | New |
| Simplex Trading, LLC | 2,158 | $129.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,112 | $134.0K | 0.00% | −2,108−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,442 | $156.0K | 0.00% | −3,842−61.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,492 | $159.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,400 | $160.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,571 | $164.0K | 0.01% | −147−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,027 | $192.0K | 0.00% | +2,500+474.4% | Added |
| US Bancorp | 3,142 | $200.0K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 3,371 | $214.0K | 0.00% | +3,338+10,115.2% | Added |
| Algert Global LLC | 3,491 | $222.0K | 0.03% | +3,491 | New |
| Arbor Investment Advisors, LLC | 3,588 | $228.0K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,699 | $235.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,689 | $235.0K | 0.00% | +1,432+63.4% | Added |
| Voloridge Investment Management, LLC | 3,968 | $252.0K | 0.00% | −60,296−93.8% | Reduced |
| ProShare Advisors LLC | 4,043 | $257.0K | 0.00% | −4,135−50.6% | Reduced |
| Jane Street Group, LLC | 4,059 | $258.0K | 0.00% | −1,603−28.3% | Reduced |
| Susquehanna International Group, LLP | 4,102 | $261.0K | 0.00% | −6,822−62.4% | Reduced |
| Captrust Financial Advisors | 4,095 | $261.0K | 0.00% | +251+6.5% | Added |
| Advisor Group Holdings, Inc. | 4,406 | $281.0K | 0.00% | −205−4.4% | Reduced |
| Bailard, Inc. | 4,500 | $286.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,686 | $298.0K | 0.02% | +474+11.3% | Added |
| State of Wisconsin Investment Board | 4,800 | $305.0K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,836 | $308.0K | 0.06% | +4,836 | New |
| Teacher Retirement System of Texas | 5,054 | $322.0K | 0.00% | +1,370+37.2% | Added |
| Harvest Investment Services, LLC | 5,116 | $325.0K | 0.13% | −24−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 5,214 | $332.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,216 | $332.0K | 0.00% | +5,216 | New |
| Palisades Hudson Asset Management, L.P. | 5,411 | $344.0K | 0.16% | +3+0.1% | Added |
| Synovus Financial Corp | 5,500 | $350.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,629 | $358.0K | 0.00% | −324−5.4% | Reduced |
| Janus Henderson Group PLC | 5,696 | $363.0K | 0.00% | +1,658+41.1% | Added |
| Cornerstone Investment Partners, LLC | 5,730 | $365.0K | 0.02% | −1,400−19.6% | Reduced |
| Citigroup Inc | 5,797 | $369.0K | 0.00% | −38,403−86.9% | Reduced |
| Great Lakes Advisors, LLC | 6,044 | $385.0K | 0.01% | +6,044 | New |
| Vivid Financial Management, Inc. | 6,074 | $386.0K | 0.16% | −788−11.5% | Reduced |
| Centaurus Financial, Inc. | 6,115 | $389.0K | 0.03% | −1,050−14.7% | Reduced |
| Balyasny Asset Management LLC | 6,154 | $392.0K | 0.00% | +6,154 | New |
| IndexIQ Advisors LLC | 6,564 | $418.0K | 0.01% | +657+11.1% | Added |
| Alps Advisors Inc | 6,596 | $420.0K | 0.00% | +6,596 | New |
| Principal Financial Group Inc | 6,617 | $421.0K | 0.00% | +1,577+31.3% | Added |
| Cetera Advisors LLC | 6,833 | $435.0K | 0.01% | +235+3.6% | Added |
| HRT Financial LP | 6,915 | $440.0K | 0.00% | +6,915 | New |
| Cubist Systematic Strategies, LLC | 7,075 | $450.0K | 0.01% | +3,970+127.9% | Added |
| Smith, Salley & Associates | 7,704 | $490.0K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,898 | $502.6K | 0.00% | +6,682+549.5% | Added |
| Cerity Partners LLC | 7,993 | $509.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,374 | $532.8K | 0.01% | +82+1.0% | Added |
| Apollon Wealth Management, LLC | 8,596 | $547.0K | 0.07% | +298+3.6% | Added |
| Arizona State Retirement System | 8,702 | $554.0K | 0.00% | +171+2.0% | Added |
| Banc Funds Co LLC | 8,800 | $560.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,942 | $633.0K | 0.00% | +8,214+475.3% | Added |
| Handelsbanken Fonder AB | 10,200 | $649.0K | 0.00% | +1,500+17.2% | Added |
| Legal Advantage Investments, Inc. | 10,500 | $668.0K | 0.45% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,880 | $692.0K | 0.00% | +1,352+14.2% | Added |
| LPL Financial LLC | 11,174 | $711.0K | 0.00% | −350−3.0% | Reduced |
| MetLife Investment Management | 11,266 | $716.9K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,300 | $719.0K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,326 | $784.0K | 0.00% | +264+2.2% | Added |
| Victory Capital Management Inc | 12,794 | $814.0K | 0.00% | −6,731−34.5% | Reduced |
| Navellier & Associates Inc | 13,055 | $831.0K | 0.13% | +1,482+12.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,266 | $908.0K | 0.01% | −650−4.4% | Reduced |
| American Century Companies Inc | 14,862 | $946.0K | 0.00% | +9,715+188.8% | Added |
| Cna Financial Corp | 15,210 | $968.0K | 0.26% | +660+4.5% | Added |
| Parametric Portfolio Associates LLC | 17,239 | $1.10M | 0.00% | −4,258−19.8% | Reduced |
| American International Group, Inc. | 17,255 | $1.10M | 0.01% | −410−2.3% | Reduced |