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, Q1 2022
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2022. 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
- 208
- −1 vs. Q4 2021
- Shares held
- 28.7M
- +1.45M (+5.3%) vs. Q4 2021
- Total value
- $1.46B
- −$916.5M (−38.6%) vs. Q4 2021
- New holders
- 40
- 81 more added
- Sold out
- 41
- 50 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,417,048 | $275.7M | 0.03% | +59,597+1.1% | Added |
| Vanguard Group Inc | 2,362,514 | $120.2M | 0.00% | +15,357+0.7% | Added |
| State Street Corp | 2,278,820 | $116.0M | 0.01% | +976,101+74.9% | Added |
| BlackRock Inc. | 2,208,236 | $112.4M | 0.00% | +162,418+7.9% | Added |
| Alliancebernstein L.P. | 1,505,891 | $76.6M | 0.03% | −109,725−6.8% | Reduced |
| Dimensional Fund Advisors LP | 938,123 | $47.7M | 0.01% | −11,401−1.2% | Reduced |
| Capital Research Global Investors | 925,872 | $47.1M | 0.01% | −1,509,371−62.0% | Reduced |
| Artisan Partners Limited Partnership | 911,755 | $46.4M | 0.06% | +747,166+454.0% | Added |
| Standard Life Aberdeen plc | 898,205 | $45.7M | 0.12% | +339,834+60.9% | Added |
| Ameriprise Financial Inc | 896,948 | $45.6M | 0.01% | −91,902−9.3% | Reduced |
| Geode Capital Management, LLC | 579,270 | $29.5M | 0.00% | +15,309+2.7% | Added |
| Diamond Hill Capital Management Inc | 509,284 | $25.9M | 0.10% | +312,054+158.2% | Added |
| Emerald Mutual Fund Advisers Trust | 499,946 | $25.4M | 1.12% | −43,109−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 474,177 | $24.1M | 0.02% | +4,242+0.9% | Added |
| Emerald Advisers, LLC | 465,255 | $23.7M | 0.90% | +32,717+7.6% | Added |
| Driehaus Capital Management LLC | 429,694 | $21.9M | 0.27% | −427,639−49.9% | Reduced |
| Capital International Investors | 400,900 | $20.4M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 392,454 | $20.0M | 0.02% | +313,971+400.0% | Added |
| American Century Companies Inc | 328,294 | $16.7M | 0.01% | +44,552+15.7% | Added |
| Rheos Capital Works Inc. | 305,000 | $15.5M | 0.75% | 00.0% | Unchanged |
| Northern Trust Corp | 302,465 | $15.4M | 0.00% | −16,941−5.3% | Reduced |
| Mendon Capital Advisors Corp | 300,000 | $15.3M | 5.06% | −25,000−7.7% | Reduced |
| Charles Schwab Investment Management Inc | 233,656 | $11.9M | 0.00% | +8,455+3.8% | Added |
| Davenport & Co LLC | 219,731 | $11.2M | 0.08% | +54,156+32.7% | Added |
| Renaissance Technologies LLC | 218,200 | $11.1M | 0.01% | +160,500+278.2% | Added |
| Nuveen Asset Management, LLC | 176,086 | $9.39M | 0.00% | +2,649+1.5% | Added |
| Credit Suisse AG | 167,235 | $8.51M | 0.01% | +3,518+2.1% | Added |
| Goldman Sachs Group Inc | 155,792 | $7.93M | 0.00% | −86,138−35.6% | Reduced |
| New York State Common Retirement Fund | 144,372 | $7.35M | 0.01% | +99,645+222.8% | Added |
| Voloridge Investment Management, LLC | 143,089 | $7.28M | 0.04% | +70,331+96.7% | Added |
| Eventide Asset Management, LLC | 136,983 | $6.97M | 0.11% | −129,145−48.5% | Reduced |
| D. E. Shaw & Co., Inc. | 135,377 | $6.89M | 0.01% | +101,122+295.2% | Added |
| Bank of New York Mellon Corp | 132,956 | $6.76M | 0.00% | −7,932−5.6% | Reduced |
| Morgan Stanley | 129,958 | $6.61M | 0.00% | +36,824+39.5% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $5.72M | 4.17% | 00.0% | Unchanged |
| Bank of America Corp | 103,210 | $5.25M | 0.00% | +19,578+23.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101,553 | $5.17M | 0.02% | −12,254−10.8% | Reduced |
| Raymond James & Associates | 100,451 | $5.11M | 0.00% | −3,225−3.1% | Reduced |
| Norges Bank | 99,389 | $5.06M | 0.00% | −17,331−14.8% | Reduced |
| Barclays PLC | 98,847 | $5.03M | 0.00% | +20,746+26.6% | Added |
| HighTower Advisors, LLC | 97,865 | $4.98M | 0.01% | −615−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 96,147 | $4.89M | 0.01% | +2,286+2.4% | Added |
| Two Sigma Investments, LP | 91,875 | $4.68M | 0.01% | +85,775+1,406.1% | Added |
| Motley Fool Wealth Management, LLC | 88,492 | $4.50M | 0.22% | +88,492 | New |
| First Trust Advisors LP | 81,318 | $4.14M | 0.00% | +711+0.9% | Added |
| Swiss National Bank | 76,500 | $3.89M | 0.00% | +5,900+8.4% | Added |
| Citadel Advisors LLC | 73,570 | $3.74M | 0.00% | +41,946+132.6% | Added |
| VELA Investment Management, LLC | 70,014 | $3.56M | 2.24% | +11,753+20.2% | Added |
| Deutsche Bank AG | 69,769 | $3.55M | 0.00% | +3,591+5.4% | Added |
| TD Asset Management Inc | 61,580 | $3.13M | 0.00% | −17,998−22.6% | Reduced |
| Cubist Systematic Strategies, LLC | 60,889 | $3.10M | 0.03% | +31,503+107.2% | Added |
| Swedbank AB | 60,000 | $3.05M | 0.01% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 58,045 | $2.95M | 0.47% | +58,045 | New |
| Advisory Services Network, LLC | 55,729 | $2.84M | 0.08% | +3,368+6.4% | Added |
| Rafferty Asset Management, LLC | 54,614 | $2.78M | 0.02% | +31,703+138.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,300 | $2.76M | 2.17% | −6,700−11.0% | Reduced |
| Algert Global LLC | 46,998 | $2.39M | 0.16% | +40,087+580.0% | Added |
| Motley Fool Asset Management LLC | 46,667 | $2.38M | 0.17% | +46,667 | New |
| EJF Capital LLC | 46,265 | $2.35M | 0.25% | −23,282−33.5% | Reduced |
| Trillium Asset Management, LLC | 46,081 | $2.35M | 0.06% | +46,081 | New |
| Wells Fargo & Company | 45,207 | $2.30M | 0.00% | −24,538−35.2% | Reduced |
| Marshall Wace, LLP | 41,425 | $2.11M | 0.00% | +41,425 | New |
| California State Teachers Retirement System | 41,164 | $2.10M | 0.00% | −3,349−7.5% | Reduced |
| JPMorgan Chase & Co | 37,427 | $1.90M | 0.00% | +16,781+81.3% | Added |
| UBS Group AG | 36,873 | $1.88M | 0.00% | +25,073+212.5% | Added |
| BNP Paribas Arbitrage, SA | 36,103 | $1.84M | 0.00% | −1,527−4.1% | Reduced |
| Rhumbline Advisers | 32,972 | $1.68M | 0.00% | +853+2.7% | Added |
| Legal & General Group Plc | 31,923 | $1.62M | 0.00% | +133+0.4% | Added |
| Royce & Associates LP | 30,900 | $1.57M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30,407 | $1.55M | 0.00% | +902+3.1% | Added |
| Arcus Capital Partners, LLC | 30,000 | $1.53M | 0.54% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,577 | $1.40M | 0.04% | +280+1.0% | Added |
| Eaton Vance Management | 27,037 | $1.38M | 0.00% | +10.0% | Added |
| Invesco Ltd. | 26,026 | $1.32M | 0.00% | −67,809−72.3% | Reduced |
| Russell Investments Group, Ltd. | 24,384 | $1.24M | 0.00% | −1,313−5.1% | Reduced |
| Trexquant Investment LP | 23,768 | $1.21M | 0.06% | +23,768 | New |
| Alpha DNA Investment Management LLC | 23,714 | $1.21M | 0.86% | +23,714 | New |
| Squarepoint Ops LLC | 23,271 | $1.18M | 0.01% | +11,173+92.4% | Added |
| PDT Partners, LLC | 23,132 | $1.18M | 0.10% | +16,519+249.8% | Added |
| Jane Street Group, LLC | 21,180 | $1.08M | 0.00% | +21,180 | New |
| Balyasny Asset Management LLC | 20,576 | $1.05M | 0.00% | +17,651+603.5% | Added |
| AE Wealth Management LLC | 19,823 | $1.01M | 0.01% | +14,152+249.6% | Added |
| Dynamic Technology Lab Private Ltd | 19,660 | $1.00M | 0.12% | +19,660 | New |
| Raymond James Financial Services Advisors, Inc. | 19,157 | $975.0K | 0.00% | +4,539+31.1% | Added |
| Alberta Investment Management Corp | 18,743 | $954.0K | 0.01% | +6,759+56.4% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $916.0K | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 17,835 | $907.0K | 0.00% | +5,061+39.6% | Added |
| MetLife Investment Management | 17,593 | $895.3K | 0.01% | +6,327+56.2% | Added |
| EFG Asset Management (North America) Corp. | 16,799 | $854.0K | 0.13% | −2,468−12.8% | Reduced |
| Parametric Portfolio Associates LLC | 16,317 | $830.0K | 0.00% | −16,182−49.8% | Reduced |
| American International Group, Inc. | 15,839 | $806.0K | 0.00% | −1,114−6.6% | Reduced |
| Patriot Investment Management Inc. | 15,387 | $783.0K | 0.07% | −432−2.7% | Reduced |
| Susquehanna International Group, LLP | 13,866 | $706.0K | 0.00% | +7,067+103.9% | Added |
| Virtu Financial LLC | 13,774 | $701.0K | 0.05% | +13,774 | New |
| Navellier & Associates Inc | 13,556 | $690.0K | 0.12% | −249−1.8% | Reduced |
| Engineers Gate Manager LP | 13,530 | $689.0K | 0.03% | +9,648+248.5% | Added |
| Cna Financial Corp | 13,480 | $686.0K | 0.21% | −1,970−12.8% | Reduced |
| AlphaCrest Capital Management LLC | 13,351 | $679.0K | 0.04% | +10,726+408.6% | Added |
| Quent Capital, LLC | 13,200 | $672.0K | 0.12% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $649.0K | 0.05% | +3,950+44.9% | Added |