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 |
|---|---|---|---|---|---|
| Citigroup Inc | 9,354 | $817.0K | 0.00% | +3,557+61.4% | Added |
| Apollon Wealth Management, LLC | 9,340 | $815.0K | 0.07% | +744+8.7% | Added |
| Assenagon Asset Management S.A. | 9,231 | $806.0K | 0.00% | +9,231 | New |
| Janus Henderson Group PLC | 8,956 | $782.0K | 0.00% | +3,260+57.2% | Added |
| Handelsbanken Fonder AB | 8,900 | $777.0K | 0.00% | −1,300−12.7% | Reduced |
| Legal Advantage Investments, Inc. | 8,850 | $773.0K | 0.52% | −1,650−15.7% | Reduced |
| Banc Funds Co LLC | 8,800 | $768.0K | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,639 | $754.0K | 0.01% | −63−0.7% | Reduced |
| Metropolitan Life Insurance Co | 8,374 | $731.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,993 | $698.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,902 | $690.0K | 0.00% | −2,978−27.4% | Reduced |
| Victory Capital Management Inc | 7,868 | $687.0K | 0.00% | −4,926−38.5% | Reduced |
| SG Americas Securities, LLC | 7,856 | $686.0K | 0.00% | −2,086−21.0% | Reduced |
| Smith, Salley & Associates | 7,704 | $672.0K | 0.05% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 7,310 | $638.0K | 0.24% | +1,236+20.3% | Added |
| ProShare Advisors LLC | 6,970 | $609.0K | 0.00% | +2,927+72.4% | Added |
| Algert Global LLC | 6,911 | $603.0K | 0.08% | +3,420+98.0% | Added |
| Susquehanna International Group, LLP | 6,799 | $593.0K | 0.00% | +2,697+65.7% | Added |
| Alps Advisors Inc | 6,680 | $583.0K | 0.01% | +84+1.3% | Added |
| PDT Partners, LLC | 6,613 | $577.0K | 0.04% | +6,613 | New |
| Royal Bank of Canada | 6,355 | $556.0K | 0.00% | +2,666+72.3% | Added |
| Teacher Retirement System of Texas | 6,173 | $539.0K | 0.00% | +1,119+22.1% | Added |
| IndexIQ Advisors LLC | 6,166 | $538.0K | 0.02% | −398−6.1% | Reduced |
| Centaurus Financial, Inc. | 6,115 | $534.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,100 | $532.0K | 0.00% | +6,100 | New |
| Cornerstone Investment Partners, LLC | 5,730 | $500.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,671 | $495.0K | 0.00% | +455+8.7% | Added |
| Amalgamated Bank | 5,594 | $488.0K | 0.00% | −35−0.6% | Reduced |
| 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 |
| Public Employees Retirement Association of Colorado | 5,447 | $475.0K | 0.00% | +5,447 | New |
| Principal Financial Group Inc | 5,426 | $474.0K | 0.00% | −1,191−18.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,413 | $472.0K | 0.20% | +20.0% | Added |
| Teamwork Financial Advisors, LLC | 5,291 | $462.0K | 0.08% | +455+9.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,262 | $459.0K | 0.00% | +1,563+42.3% | Added |
| State Board of Administration of Florida Retirement System | 5,214 | $455.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,081 | $444.0K | 0.09% | +5,081 | New |
| Brown Advisory Inc | 4,684 | $409.0K | 0.00% | +4,684 | New |
| 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 |
| Advisor Group Holdings, Inc. | 4,362 | $381.0K | 0.00% | −44−1.0% | 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 |
| NEXT Financial Group, Inc | 3,907 | $341.0K | 0.02% | −779−16.6% | Reduced |
| 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 |
| Engineers Gate Manager LP | 3,882 | $339.0K | 0.02% | +3,882 | New |
| Captrust Financial Advisors | 3,762 | $328.0K | 0.00% | −333−8.1% | Reduced |
| Arbor Investment Advisors, LLC | 3,588 | $313.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,570 | $312.0K | 0.00% | −18,492−83.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,339 | $291.0K | 0.02% | +3,339 | New |
| Slow Capital, Inc. | 3,303 | $288.0K | 0.05% | +3,303 | New |
| US Bancorp | 3,142 | $274.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,077 | $269.0K | 0.00% | +3,077 | New |
| Rockefeller Capital Management L.P. | 3,056 | $266.0K | 0.00% | +29+1.0% | Added |
| 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 |
| Values First Advisors, Inc. | 2,949 | $257.0K | 0.15% | +2,949 | New |
| Balyasny Asset Management LLC | 2,925 | $255.0K | 0.00% | −3,229−52.5% | Reduced |
| OneAscent Financial Services LLC | 2,899 | $253.0K | 0.48% | +2,899 | New |
| Cherry Creek Investment Advisors, Inc. | 2,837 | $248.0K | 0.15% | +2,837 | New |
| Excalibur Management Corp | 2,710 | $237.0K | 0.10% | +2,710 | New |
| Griffin Asset Management, Inc. | 2,707 | $236.0K | 0.03% | +2,707 | New |
| HSBC Holdings PLC | 2,653 | $233.0K | 0.00% | +2,653 | New |
| AlphaCrest Capital Management LLC | 2,625 | $229.0K | 0.01% | +2,625 | New |
| Ameritas Investment Partners, Inc. | 2,492 | $218.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,480 | $216.0K | 0.00% | +2,480 | New |
| Geneos Wealth Management Inc. | 2,400 | $209.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,217 | $194.0K | 0.00% | −225−9.2% | Reduced |
| Great West Life Assurance Co | 1,808 | $157.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $140.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,523 | $133.0K | 0.01% | −1,048−40.8% | Reduced |
| Central Bank & Trust Co | 1,221 | $107.0K | 0.02% | +48+4.1% | Added |
| Ensign Peak Advisors, Inc | 1,180 | $103.0K | 0.00% | +1,180 | New |
| Fifth Third Bancorp | 1,000 | $87.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 800 | $70.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $65.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 700 | $61.0K | 0.12% | +700 | New |
| Tilia Fiduciary Partners, Inc. | 589 | $51.0K | 0.04% | +589 | New |
| Center for Financial Planning, Inc. | 500 | $44.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $43.6K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 430 | $38.0K | 0.00% | −978−69.5% | Reduced |
| USA Financial Portformulas Corp | 393 | $34.0K | 0.03% | +393 | New |
| Total Clarity Wealth Management, Inc. | 362 | $32.0K | 0.01% | +112+44.8% | Added |
| Catalyst Capital Advisors LLC | 336 | $29.0K | 0.00% | +336 | New |
| IFP Advisors, Inc | 263 | $23.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 268 | $23.0K | 0.01% | +268 | New |
| JFS Wealth Advisors, LLC | 209 | $18.0K | 0.00% | +9+4.5% | Added |
| 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 |
| Massmutual Trust Co FSB | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Rise Advisors, LLC | 72 | $6.29K | 0.01% | +72 | New |
| Quadrant Capital Group LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |