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 |
|---|---|---|---|---|---|
| Schubert & Co | 4 | $0 | 0.00% | +4 | New |
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 14 | $1.00K | 0.00% | +14 | New |
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | +16 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Masso Torrence Wealth Management Inc. | 36 | $3.00K | 0.00% | +36 | New |
| TCI Wealth Advisors, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 55 | $5.00K | 0.00% | +1+1.9% | Added |
| Quadrant Capital Group LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 90 | $6.00K | 0.00% | +90 | New |
| Rise Advisors, LLC | 72 | $6.29K | 0.01% | +72 | New |
| Widmann Financial Services, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Proequities, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 200 | $17.0K | 0.00% | −25−11.1% | Reduced |
| Huntington National Bank | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 209 | $18.0K | 0.00% | +9+4.5% | Added |
| IFP Advisors, Inc | 263 | $23.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 268 | $23.0K | 0.01% | +268 | New |
| Catalyst Capital Advisors LLC | 336 | $29.0K | 0.00% | +336 | New |
| Total Clarity Wealth Management, Inc. | 362 | $32.0K | 0.01% | +112+44.8% | Added |
| USA Financial Portformulas Corp | 393 | $34.0K | 0.03% | +393 | New |
| Macquarie Group Ltd | 430 | $38.0K | 0.00% | −978−69.5% | Reduced |
| American Portfolios Advisors | 500 | $43.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 589 | $51.0K | 0.04% | +589 | New |
| Aquatic Capital Management LLC | 700 | $61.0K | 0.12% | +700 | New |
| Baldwin Brothers Inc | 750 | $65.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 800 | $70.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $87.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,180 | $103.0K | 0.00% | +1,180 | New |
| Central Bank & Trust Co | 1,221 | $107.0K | 0.02% | +48+4.1% | Added |
| Point72 Hong Kong Ltd | 1,523 | $133.0K | 0.01% | −1,048−40.8% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $140.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $157.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,217 | $194.0K | 0.00% | −225−9.2% | Reduced |
| Geneos Wealth Management Inc. | 2,400 | $209.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,480 | $216.0K | 0.00% | +2,480 | New |
| Ameritas Investment Partners, Inc. | 2,492 | $218.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 2,625 | $229.0K | 0.01% | +2,625 | New |
| HSBC Holdings PLC | 2,653 | $233.0K | 0.00% | +2,653 | New |
| Griffin Asset Management, Inc. | 2,707 | $236.0K | 0.03% | +2,707 | New |
| Excalibur Management Corp | 2,710 | $237.0K | 0.10% | +2,710 | New |
| Cherry Creek Investment Advisors, Inc. | 2,837 | $248.0K | 0.15% | +2,837 | New |
| OneAscent Financial Services LLC | 2,899 | $253.0K | 0.48% | +2,899 | New |
| Balyasny Asset Management LLC | 2,925 | $255.0K | 0.00% | −3,229−52.5% | Reduced |
| Values First Advisors, Inc. | 2,949 | $257.0K | 0.15% | +2,949 | New |
| Accuvest Global Advisors | 3,000 | $262.0K | 0.12% | +3,000 | New |
| Ironsides Asset Advisors, LLC | 3,000 | $262.0K | 0.07% | +3,000 | New |
| Ieq Capital, LLC | 3,000 | $262.0K | 0.01% | +3,000 | New |
| Rockefeller Capital Management L.P. | 3,056 | $266.0K | 0.00% | +29+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,077 | $269.0K | 0.00% | +3,077 | New |
| US Bancorp | 3,142 | $274.0K | 0.00% | 00.0% | Unchanged |
| Slow Capital, Inc. | 3,303 | $288.0K | 0.05% | +3,303 | New |
| Valeo Financial Advisors, LLC | 3,339 | $291.0K | 0.02% | +3,339 | New |
| Stifel Financial Corp | 3,570 | $312.0K | 0.00% | −18,492−83.8% | Reduced |
| Arbor Investment Advisors, LLC | 3,588 | $313.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,762 | $328.0K | 0.00% | −333−8.1% | Reduced |
| Engineers Gate Manager LP | 3,882 | $339.0K | 0.02% | +3,882 | New |
| State of Wisconsin Investment Board | 3,900 | $340.0K | 0.00% | −900−18.8% | Reduced |
| Quantbot Technologies LP | 3,901 | $340.0K | 0.03% | +2,944+307.6% | Added |
| NEXT Financial Group, Inc | 3,907 | $341.0K | 0.02% | −779−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,288 | $374.0K | 0.00% | +4,288 | New |
| Vista Finance, LLC | 4,279 | $374.0K | 0.39% | +4,279 | New |
| Advisor Group Holdings, Inc. | 4,362 | $381.0K | 0.00% | −44−1.0% | Reduced |
| Bailard, Inc. | 4,500 | $393.0K | 0.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 4,498 | $393.0K | 0.00% | +1,127+33.4% | Added |
| Brown Advisory Inc | 4,684 | $409.0K | 0.00% | +4,684 | New |
| Buckingham Strategic Partners | 5,081 | $444.0K | 0.09% | +5,081 | New |
| State Board of Administration of Florida Retirement System | 5,214 | $455.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,262 | $459.0K | 0.00% | +1,563+42.3% | Added |
| Teamwork Financial Advisors, LLC | 5,291 | $462.0K | 0.08% | +455+9.4% | Added |
| Palisades Hudson Asset Management, L.P. | 5,413 | $472.0K | 0.20% | +20.0% | Added |
| Principal Financial Group Inc | 5,426 | $474.0K | 0.00% | −1,191−18.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,447 | $475.0K | 0.00% | +5,447 | New |
| Cetera Advisors LLC | 5,498 | $480.0K | 0.01% | −1,335−19.5% | Reduced |
| Synovus Financial Corp | 5,500 | $480.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,594 | $488.0K | 0.00% | −35−0.6% | Reduced |
| AE Wealth Management LLC | 5,671 | $495.0K | 0.00% | +455+8.7% | Added |
| Cornerstone Investment Partners, LLC | 5,730 | $500.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,100 | $532.0K | 0.00% | +6,100 | New |
| Centaurus Financial, Inc. | 6,115 | $534.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,166 | $538.0K | 0.02% | −398−6.1% | Reduced |
| Teacher Retirement System of Texas | 6,173 | $539.0K | 0.00% | +1,119+22.1% | Added |
| Royal Bank of Canada | 6,355 | $556.0K | 0.00% | +2,666+72.3% | Added |
| PDT Partners, LLC | 6,613 | $577.0K | 0.04% | +6,613 | New |
| Alps Advisors Inc | 6,680 | $583.0K | 0.01% | +84+1.3% | Added |
| Susquehanna International Group, LLP | 6,799 | $593.0K | 0.00% | +2,697+65.7% | Added |
| Algert Global LLC | 6,911 | $603.0K | 0.08% | +3,420+98.0% | Added |
| ProShare Advisors LLC | 6,970 | $609.0K | 0.00% | +2,927+72.4% | Added |
| Vivid Financial Management, Inc. | 7,310 | $638.0K | 0.24% | +1,236+20.3% | Added |
| Smith, Salley & Associates | 7,704 | $672.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,856 | $686.0K | 0.00% | −2,086−21.0% | Reduced |