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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 7,868 | $687.0K | 0.00% | −4,926−38.5% | Reduced |
| AQR Capital Management LLC | 7,902 | $690.0K | 0.00% | −2,978−27.4% | Reduced |
| Cerity Partners LLC | 7,993 | $698.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,374 | $731.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,639 | $754.0K | 0.01% | −63−0.7% | Reduced |
| Banc Funds Co LLC | 8,800 | $768.0K | 0.06% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 8,850 | $773.0K | 0.52% | −1,650−15.7% | Reduced |
| Handelsbanken Fonder AB | 8,900 | $777.0K | 0.00% | −1,300−12.7% | Reduced |
| Janus Henderson Group PLC | 8,956 | $782.0K | 0.00% | +3,260+57.2% | Added |
| Assenagon Asset Management S.A. | 9,231 | $806.0K | 0.00% | +9,231 | New |
| Apollon Wealth Management, LLC | 9,340 | $815.0K | 0.07% | +744+8.7% | Added |
| Citigroup Inc | 9,354 | $817.0K | 0.00% | +3,557+61.4% | Added |
| Natixis | 10,163 | $887.0K | 0.00% | +10,163 | New |
| Harvest Investment Services, LLC | 10,403 | $908.0K | 0.38% | +5,287+103.3% | Added |
| LPL Financial LLC | 10,466 | $914.0K | 0.00% | −708−6.3% | Reduced |
| Great Lakes Advisors, LLC | 10,607 | $926.0K | 0.01% | +4,563+75.5% | Added |
| Summit Trail Advisors, LLC | 10,850 | $947.0K | 0.06% | −10,400−48.9% | Reduced |
| MetLife Investment Management | 11,266 | $983.4K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,300 | $986.0K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 11,375 | $995.0K | 0.01% | +11,375 | New |
| UBS Group AG | 11,800 | $1.03M | 0.00% | −16,122−57.7% | Reduced |
| Jackson Square Capital, LLC | 11,912 | $1.04M | 0.30% | +11,912 | New |
| Alberta Investment Management Corp | 11,984 | $1.05M | 0.01% | +11,984 | New |
| 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 |
| Voya Investment Management LLC | 12,222 | $1.07M | 0.00% | −104−0.8% | Reduced |
| Atria Investments LLC | 12,701 | $1.11M | 0.02% | +12,701 | New |
| SEI Investments Co | 12,774 | $1.12M | 0.00% | +12,774 | New |
| Quent Capital, LLC | 13,200 | $1.15M | 0.24% | +13,200 | New |
| Navellier & Associates Inc | 13,805 | $1.21M | 0.18% | +750+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,618 | $1.28M | 0.00% | −6,332−30.2% | Reduced |
| Cna Financial Corp | 15,450 | $1.35M | 0.35% | +240+1.6% | Added |
| Patriot Investment Management Inc. | 15,819 | $1.38M | 0.12% | −21,200−57.3% | Reduced |
| American International Group, Inc. | 16,953 | $1.48M | 0.01% | −302−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $1.57M | 0.20% | 00.0% | Unchanged |
| EAM Investors, LLC | 18,683 | $1.63M | 0.27% | +18,683 | New |
| EFG Asset Management (North America) Corp. | 19,267 | $1.68M | 0.22% | +19,267 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 20,400 | $1.78M | 0.00% | +20,400 | New |
| JPMorgan Chase & Co | 20,646 | $1.80M | 0.00% | +1,347+7.0% | Added |
| Rafferty Asset Management, LLC | 22,911 | $2.00M | 0.01% | −5,949−20.6% | Reduced |
| Russell Investments Group, Ltd. | 25,697 | $2.24M | 0.00% | −11,641−31.2% | Reduced |
| Eaton Vance Management | 27,036 | $2.36M | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,297 | $2.38M | 0.07% | −4,035−12.9% | Reduced |
| Capital Impact Advisors, LLC | 27,643 | $2.41M | 1.66% | −52,971−65.7% | Reduced |
| State of New Jersey Common Pension Fund D | 28,931 | $2.52M | 0.01% | +28,931 | New |
| Cubist Systematic Strategies, LLC | 29,386 | $2.56M | 0.02% | +22,311+315.3% | Added |
| UBS Asset Management Americas Inc | 29,505 | $2.58M | 0.00% | +3,853+15.0% | Added |
| Arcus Capital Partners, LLC | 30,000 | $2.62M | 0.89% | 00.0% | Unchanged |
| Royce & Associates LP | 30,900 | $2.70M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 31,624 | $2.76M | 0.00% | +31,624 | New |
| Legal & General Group Plc | 31,790 | $2.77M | 0.00% | +168+0.5% | Added |
| Rhumbline Advisers | 32,119 | $2.80M | 0.00% | −546−1.7% | Reduced |
| Parametric Portfolio Associates LLC | 32,499 | $2.84M | 0.00% | +15,260+88.5% | Added |
| D. E. Shaw & Co., Inc. | 34,255 | $2.99M | 0.00% | +34,255 | New |
| Jacobs Levy Equity Management, Inc | 34,704 | $3.03M | 0.02% | −37,048−51.6% | Reduced |
| BNP Paribas Arbitrage, SA | 37,630 | $3.28M | 0.01% | +29,732+376.4% | Added |
| California State Teachers Retirement System | 44,513 | $3.89M | 0.00% | +1,369+3.2% | Added |
| New York State Common Retirement Fund | 44,727 | $3.90M | 0.00% | +21,972+96.6% | Added |
| Sequoia Financial Advisors, LLC | 51,480 | $4.49M | 0.12% | +51,480 | New |
| FMR LLC | 51,741 | $4.52M | 0.00% | −34,834−40.2% | Reduced |
| Advisory Services Network, LLC | 52,361 | $4.57M | 0.13% | +1,661+3.3% | Added |
| Renaissance Technologies LLC | 57,700 | $5.04M | 0.01% | +57,700 | New |
| VELA Investment Management, LLC | 58,261 | $5.09M | 3.42% | +58,261 | New |
| Ergoteles LLC | 58,517 | $5.11M | 0.20% | +58,517 | New |
| Swedbank AB | 60,000 | $5.23M | 0.01% | +60,000 | New |
| John W. Rosenthal Capital Management, Inc. | 61,000 | $5.32M | 4.01% | +6,700+12.3% | Added |
| Deutsche Bank AG | 66,178 | $5.78M | 0.00% | −584−0.9% | Reduced |
| EJF Capital LLC | 69,547 | $6.07M | 0.54% | −172,161−71.2% | Reduced |
| Wells Fargo & Company | 69,745 | $6.09M | 0.00% | +15,627+28.9% | Added |
| Swiss National Bank | 70,600 | $6.16M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 72,758 | $6.35M | 0.03% | +68,790+1,733.6% | Added |
| Barclays PLC | 78,101 | $6.82M | 0.00% | +32,408+70.9% | Added |
| Millennium Management LLC | 78,483 | $6.85M | 0.01% | +59,142+305.8% | Added |
| TD Asset Management Inc | 79,578 | $6.95M | 0.01% | +39,603+99.1% | Added |
| First Trust Advisors LP | 80,607 | $7.04M | 0.01% | −4,418−5.2% | Reduced |
| Bank of America Corp | 83,632 | $7.30M | 0.00% | +22,733+37.3% | Added |
| Morgan Stanley | 93,134 | $8.13M | 0.00% | +34,323+58.4% | Added |
| Invesco Ltd. | 93,835 | $8.19M | 0.00% | +52,943+129.5% | Added |
| Commonwealth Equity Services, LLC | 93,861 | $8.19M | 0.02% | −16,229−14.7% | Reduced |
| HighTower Advisors, LLC | 98,480 | $8.60M | 0.02% | −39,416−28.6% | Reduced |
| Raymond James & Associates | 103,676 | $9.05M | 0.01% | +80+0.1% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $9.81M | 6.73% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 113,807 | $9.93M | 0.03% | −24,709−17.8% | Reduced |
| Norges Bank | 116,720 | $10.2M | 0.00% | +33,291+39.9% | Added |
| Bank of New York Mellon Corp | 140,888 | $12.3M | 0.00% | −816−0.6% | Reduced |
| Credit Suisse AG | 163,717 | $14.3M | 0.01% | −54,736−25.1% | Reduced |
| Artisan Partners Limited Partnership | 164,589 | $14.4M | 0.02% | +164,589 | New |
| Davenport & Co LLC | 165,575 | $14.5M | 0.10% | −40,000−19.5% | Reduced |
| Nuveen Asset Management, LLC | 173,437 | $15.1M | 0.00% | −9,922−5.4% | Reduced |
| Diamond Hill Capital Management Inc | 197,230 | $17.2M | 0.06% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 225,201 | $19.7M | 0.01% | +5,283+2.4% | Added |
| Goldman Sachs Group Inc | 241,930 | $21.1M | 0.01% | +4,543+1.9% | Added |
| Eventide Asset Management, LLC | 266,128 | $23.2M | 0.30% | +7,215+2.8% | Added |
| American Century Companies Inc | 283,742 | $24.8M | 0.02% | +268,880+1,809.2% | Added |
| Rheos Capital Works Inc. | 305,000 | $26.6M | 1.16% | +228,000+296.1% | Added |
| Northern Trust Corp | 319,406 | $27.9M | 0.00% | −2,629−0.8% | Reduced |
| Mendon Capital Advisors Corp | 325,000 | $28.4M | 8.15% | −25,000−7.1% | Reduced |
| Capital International Investors | 400,900 | $35.0M | 0.01% | +400,900 | New |
| Emerald Advisers, LLC | 432,538 | $37.8M | 1.39% | −8,845−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 469,935 | $41.0M | 0.03% | +11,192+2.4% | Added |