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, Q4 2021
Institutional positions in Live Oak Bancshares, Inc. as of Dec 31, 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
- 212
- +46 vs. Q3 2021
- Shares held
- 27.2M
- +1.98M (+7.8%) vs. Q3 2021
- Total value
- $2.38B
- +$769.9M (+47.9%) vs. Q3 2021
- New holders
- 59
- 57 more added
- Sold out
- 13
- 53 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,357,451 | $467.7M | 0.04% | −144,020−2.6% | Reduced |
| Capital Research Global Investors | 2,435,243 | $212.6M | 0.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,347,157 | $204.9M | 0.00% | +640,838+37.6% | Added |
| BlackRock Inc. | 2,045,818 | $178.6M | 0.00% | +12,300+0.6% | Added |
| Alliancebernstein L.P. | 1,615,616 | $141.0M | 0.05% | +103,108+6.8% | Added |
| State Street Corp | 1,302,719 | $113.7M | 0.01% | +209,754+19.2% | Added |
| Ameriprise Financial Inc | 988,850 | $86.3M | 0.02% | −406,627−29.1% | Reduced |
| Dimensional Fund Advisors LP | 949,524 | $82.9M | 0.03% | −682−0.1% | Reduced |
| Driehaus Capital Management LLC | 857,333 | $74.8M | 0.76% | +157,319+22.5% | Added |
| Geode Capital Management, LLC | 563,961 | $49.2M | 0.01% | +2,936+0.5% | Added |
| Standard Life Aberdeen plc | 558,371 | $48.7M | 0.11% | −115,322−17.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 543,055 | $47.4M | 1.67% | −10,926−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 469,935 | $41.0M | 0.03% | +11,192+2.4% | Added |
| Emerald Advisers, LLC | 432,538 | $37.8M | 1.39% | −8,845−2.0% | Reduced |
| Capital International Investors | 400,900 | $35.0M | 0.01% | +400,900 | New |
| Mendon Capital Advisors Corp | 325,000 | $28.4M | 8.15% | −25,000−7.1% | Reduced |
| Northern Trust Corp | 319,406 | $27.9M | 0.00% | −2,629−0.8% | Reduced |
| Rheos Capital Works Inc. | 305,000 | $26.6M | 1.16% | +228,000+296.1% | Added |
| American Century Companies Inc | 283,742 | $24.8M | 0.02% | +268,880+1,809.2% | Added |
| Eventide Asset Management, LLC | 266,128 | $23.2M | 0.30% | +7,215+2.8% | Added |
| Goldman Sachs Group Inc | 241,930 | $21.1M | 0.01% | +4,543+1.9% | Added |
| Charles Schwab Investment Management Inc | 225,201 | $19.7M | 0.01% | +5,283+2.4% | Added |
| Diamond Hill Capital Management Inc | 197,230 | $17.2M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 173,437 | $15.1M | 0.00% | −9,922−5.4% | Reduced |
| Davenport & Co LLC | 165,575 | $14.5M | 0.10% | −40,000−19.5% | Reduced |
| Artisan Partners Limited Partnership | 164,589 | $14.4M | 0.02% | +164,589 | New |
| Credit Suisse AG | 163,717 | $14.3M | 0.01% | −54,736−25.1% | Reduced |
| Bank of New York Mellon Corp | 140,888 | $12.3M | 0.00% | −816−0.6% | Reduced |
| Norges Bank | 116,720 | $10.2M | 0.00% | +33,291+39.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 113,807 | $9.93M | 0.03% | −24,709−17.8% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $9.81M | 6.73% | 00.0% | Unchanged |
| Raymond James & Associates | 103,676 | $9.05M | 0.01% | +80+0.1% | Added |
| HighTower Advisors, LLC | 98,480 | $8.60M | 0.02% | −39,416−28.6% | Reduced |
| Commonwealth Equity Services, LLC | 93,861 | $8.19M | 0.02% | −16,229−14.7% | Reduced |
| Invesco Ltd. | 93,835 | $8.19M | 0.00% | +52,943+129.5% | Added |
| Morgan Stanley | 93,134 | $8.13M | 0.00% | +34,323+58.4% | Added |
| Bank of America Corp | 83,632 | $7.30M | 0.00% | +22,733+37.3% | Added |
| First Trust Advisors LP | 80,607 | $7.04M | 0.01% | −4,418−5.2% | Reduced |
| TD Asset Management Inc | 79,578 | $6.95M | 0.01% | +39,603+99.1% | Added |
| Millennium Management LLC | 78,483 | $6.85M | 0.01% | +59,142+305.8% | Added |
| Barclays PLC | 78,101 | $6.82M | 0.00% | +32,408+70.9% | Added |
| Voloridge Investment Management, LLC | 72,758 | $6.35M | 0.03% | +68,790+1,733.6% | Added |
| Swiss National Bank | 70,600 | $6.16M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 69,745 | $6.09M | 0.00% | +15,627+28.9% | Added |
| EJF Capital LLC | 69,547 | $6.07M | 0.54% | −172,161−71.2% | Reduced |
| Deutsche Bank AG | 66,178 | $5.78M | 0.00% | −584−0.9% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 61,000 | $5.32M | 4.01% | +6,700+12.3% | Added |
| Swedbank AB | 60,000 | $5.23M | 0.01% | +60,000 | New |
| Ergoteles LLC | 58,517 | $5.11M | 0.20% | +58,517 | New |
| VELA Investment Management, LLC | 58,261 | $5.09M | 3.42% | +58,261 | New |
| Renaissance Technologies LLC | 57,700 | $5.04M | 0.01% | +57,700 | New |
| Advisory Services Network, LLC | 52,361 | $4.57M | 0.13% | +1,661+3.3% | Added |
| FMR LLC | 51,741 | $4.52M | 0.00% | −34,834−40.2% | Reduced |
| Sequoia Financial Advisors, LLC | 51,480 | $4.49M | 0.12% | +51,480 | New |
| New York State Common Retirement Fund | 44,727 | $3.90M | 0.00% | +21,972+96.6% | Added |
| California State Teachers Retirement System | 44,513 | $3.89M | 0.00% | +1,369+3.2% | Added |
| BNP Paribas Arbitrage, SA | 37,630 | $3.28M | 0.01% | +29,732+376.4% | Added |
| Jacobs Levy Equity Management, Inc | 34,704 | $3.03M | 0.02% | −37,048−51.6% | Reduced |
| D. E. Shaw & Co., Inc. | 34,255 | $2.99M | 0.00% | +34,255 | New |
| Parametric Portfolio Associates LLC | 32,499 | $2.84M | 0.00% | +15,260+88.5% | Added |
| Rhumbline Advisers | 32,119 | $2.80M | 0.00% | −546−1.7% | Reduced |
| Legal & General Group Plc | 31,790 | $2.77M | 0.00% | +168+0.5% | Added |
| Citadel Advisors LLC | 31,624 | $2.76M | 0.00% | +31,624 | New |
| Royce & Associates LP | 30,900 | $2.70M | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 30,000 | $2.62M | 0.89% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 29,505 | $2.58M | 0.00% | +3,853+15.0% | Added |
| Cubist Systematic Strategies, LLC | 29,386 | $2.56M | 0.02% | +22,311+315.3% | Added |
| State of New Jersey Common Pension Fund D | 28,931 | $2.52M | 0.01% | +28,931 | New |
| Capital Impact Advisors, LLC | 27,643 | $2.41M | 1.66% | −52,971−65.7% | Reduced |
| Signaturefd, LLC | 27,297 | $2.38M | 0.07% | −4,035−12.9% | Reduced |
| Eaton Vance Management | 27,036 | $2.36M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,697 | $2.24M | 0.00% | −11,641−31.2% | Reduced |
| Rafferty Asset Management, LLC | 22,911 | $2.00M | 0.01% | −5,949−20.6% | Reduced |
| JPMorgan Chase & Co | 20,646 | $1.80M | 0.00% | +1,347+7.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,400 | $1.78M | 0.00% | +20,400 | New |
| EFG Asset Management (North America) Corp. | 19,267 | $1.68M | 0.22% | +19,267 | New |
| EAM Investors, LLC | 18,683 | $1.63M | 0.27% | +18,683 | New |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.57M | 0.20% | 00.0% | Unchanged |
| American International Group, Inc. | 16,953 | $1.48M | 0.01% | −302−1.8% | Reduced |
| Patriot Investment Management Inc. | 15,819 | $1.38M | 0.12% | −21,200−57.3% | Reduced |
| Cna Financial Corp | 15,450 | $1.35M | 0.35% | +240+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,618 | $1.28M | 0.00% | −6,332−30.2% | Reduced |
| Navellier & Associates Inc | 13,805 | $1.21M | 0.18% | +750+5.7% | Added |
| Quent Capital, LLC | 13,200 | $1.15M | 0.24% | +13,200 | New |
| SEI Investments Co | 12,774 | $1.12M | 0.00% | +12,774 | New |
| Atria Investments LLC | 12,701 | $1.11M | 0.02% | +12,701 | New |
| Voya Investment Management LLC | 12,222 | $1.07M | 0.00% | −104−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,094 | $1.06M | 0.01% | −2,172−15.2% | Reduced |
| Squarepoint Ops LLC | 12,098 | $1.06M | 0.01% | +12,098 | New |
| Alberta Investment Management Corp | 11,984 | $1.05M | 0.01% | +11,984 | New |
| Jackson Square Capital, LLC | 11,912 | $1.04M | 0.30% | +11,912 | New |
| UBS Group AG | 11,800 | $1.03M | 0.00% | −16,122−57.7% | Reduced |
| Nomura Holdings Inc | 11,375 | $995.0K | 0.01% | +11,375 | New |
| Parsons Capital Management Inc | 11,300 | $986.0K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 11,266 | $983.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,850 | $947.0K | 0.06% | −10,400−48.9% | Reduced |
| Great Lakes Advisors, LLC | 10,607 | $926.0K | 0.01% | +4,563+75.5% | Added |
| LPL Financial LLC | 10,466 | $914.0K | 0.00% | −708−6.3% | Reduced |
| Harvest Investment Services, LLC | 10,403 | $908.0K | 0.38% | +5,287+103.3% | Added |
| Natixis | 10,163 | $887.0K | 0.00% | +10,163 | New |