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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 5,696 | $363.0K | 0.00% | +1,658+41.1% | Added |
| Amalgamated Bank | 5,629 | $358.0K | 0.00% | −324−5.4% | Reduced |
| Synovus Financial Corp | 5,500 | $350.0K | 0.00% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,411 | $344.0K | 0.16% | +3+0.1% | Added |
| 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 |
| Harvest Investment Services, LLC | 5,116 | $325.0K | 0.13% | −24−0.5% | Reduced |
| Teacher Retirement System of Texas | 5,054 | $322.0K | 0.00% | +1,370+37.2% | Added |
| Teamwork Financial Advisors, LLC | 4,836 | $308.0K | 0.06% | +4,836 | New |
| State of Wisconsin Investment Board | 4,800 | $305.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,686 | $298.0K | 0.02% | +474+11.3% | Added |
| Bailard, Inc. | 4,500 | $286.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,406 | $281.0K | 0.00% | −205−4.4% | 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 |
| Jane Street Group, LLC | 4,059 | $258.0K | 0.00% | −1,603−28.3% | Reduced |
| ProShare Advisors LLC | 4,043 | $257.0K | 0.00% | −4,135−50.6% | Reduced |
| Voloridge Investment Management, LLC | 3,968 | $252.0K | 0.00% | −60,296−93.8% | Reduced |
| 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 |
| Arbor Investment Advisors, LLC | 3,588 | $228.0K | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 3,491 | $222.0K | 0.03% | +3,491 | New |
| Gilder Gagnon Howe & Co LLC | 3,371 | $214.0K | 0.00% | +3,338+10,115.2% | Added |
| US Bancorp | 3,142 | $200.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,027 | $192.0K | 0.00% | +2,500+474.4% | Added |
| Point72 Hong Kong Ltd | 2,571 | $164.0K | 0.01% | −147−5.4% | Reduced |
| Geneos Wealth Management Inc. | 2,400 | $160.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $159.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,442 | $156.0K | 0.00% | −3,842−61.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,112 | $134.0K | 0.00% | −2,108−50.0% | Reduced |
| Simplex Trading, LLC | 2,158 | $129.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,831 | $117.0K | 0.04% | +1,831 | New |
| Great West Life Assurance Co | 1,808 | $116.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $102.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,408 | $90.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,173 | $75.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 957 | $60.0K | 0.00% | −9,082−90.5% | Reduced |
| Gables Capital Management Inc. | 800 | $51.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $48.0K | 0.01% | 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 |
| American Portfolios Advisors | 500 | $31.8K | 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 |
| Nisa Investment Advisors, LLC | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 225 | $14.0K | 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 |
| Asset Dedication, LLC | 175 | $11.0K | 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 |
| Salem Investment Counselors Inc | 120 | $8.00K | 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 |
| Meridian Wealth Partners, LLC | 77 | $5.00K | 0.00% | +77 | New |
| Quadrant Capital Group LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $4.00K | 0.00% | +63 | New |
| 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 |
| Arkadios Wealth Advisors | 43 | $2.00K | 0.00% | +43 | New |
| Kowal Investment Group, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −129,458−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −65,946−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −26,351−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,045−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −13,824−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,305−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,285−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −24−100.0% | Sold out |