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 |
|---|---|---|---|---|---|
| Schubert & Co | 6 | $0 | 0.00% | +2+50.0% | Added |
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Cordant, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| McClarren Financial Advisors, Inc. | 54 | $2.00K | 0.00% | −1−1.8% | Reduced |
| Clearstead Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Salem Investment Counselors Inc | 50 | $3.00K | 0.00% | −70−58.3% | Reduced |
| Quadrant Capital Group LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $3.00K | 0.00% | +36+257.1% | Added |
| Toth Financial Advisory Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 91 | $5.00K | 0.00% | +91 | New |
| Rise Advisors, LLC | 122 | $6.00K | 0.01% | +50+69.4% | Added |
| Tower Research Capital LLC (TRC) | 135 | $7.00K | 0.00% | −2,082−93.9% | Reduced |
| IFP Advisors, Inc | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 202 | $10.0K | 0.00% | −7−3.3% | Reduced |
| Huntington National Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 282 | $14.0K | 0.02% | +282 | New |
| Macquarie Group Ltd | 430 | $22.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 629 | $32.0K | 0.03% | +40+6.8% | Added |
| Private Capital Group, LLC | 765 | $39.0K | 0.01% | +765 | New |
| Baldwin Brothers Inc | 800 | $41.0K | 0.00% | +50+6.7% | Added |
| Aquatic Capital Management LLC | 800 | $41.0K | 0.06% | +100+14.3% | Added |
| Fifth Third Bancorp | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 593 | $52.0K | 0.03% | +593 | New |
| Ensign Peak Advisors, Inc | 1,180 | $60.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,221 | $62.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $76.0K | 0.01% | +1,500 | New |
| Laurel Wealth Advisors LLC | 1,600 | $81.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $98.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,994 | $101.5K | 0.00% | −6,380−76.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $102.0K | 0.00% | +2,000 | New |
| Geneos Wealth Management Inc. | 2,400 | $122.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $127.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,692 | $137.0K | 0.00% | −49,049−94.8% | Reduced |
| Point72 Hong Kong Ltd | 2,785 | $142.0K | 0.01% | +1,262+82.9% | Added |
| Rockefeller Capital Management L.P. | 3,073 | $156.0K | 0.00% | +17+0.6% | Added |
| US Bancorp | 3,142 | $160.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,670 | $187.0K | 0.00% | −92−2.4% | Reduced |
| OneAscent Wealth Management LLC | 3,983 | $203.0K | 0.10% | +3,983 | New |
| Atria Wealth Solutions, Inc. | 4,015 | $204.0K | 0.00% | +4,015 | New |
| Advisor Group Holdings, Inc. | 4,374 | $209.0K | 0.00% | +12+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $210.0K | 0.00% | −1,142−21.7% | Reduced |
| Legal Advantage Investments, Inc. | 4,175 | $212.0K | 0.16% | −4,675−52.8% | Reduced |
| Envestnet Asset Management Inc | 4,177 | $213.0K | 0.00% | +4,177 | New |
| Versor Investments LP | 4,361 | $222.0K | 0.01% | +4,361 | New |
| Schonfeld Strategic Advisors LLC | 4,500 | $229.0K | 0.00% | +4,500 | New |
| Citigroup Inc | 4,741 | $241.0K | 0.00% | −4,613−49.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,877 | $248.0K | 0.00% | +589+13.7% | Added |
| Pathstone Family Office, LLC | 4,902 | $249.0K | 0.01% | +4,902 | New |
| Campbell & CO Investment Adviser LLC | 5,086 | $259.0K | 0.07% | +5,086 | New |
| Buckingham Strategic Partners | 5,103 | $260.0K | 0.03% | +22+0.4% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $265.0K | 0.00% | −233−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 5,214 | $265.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,222 | $266.0K | 0.00% | −372−6.6% | Reduced |
| Amalgamated Financial Corp. | 5,222 | $266.0K | 0.00% | +5,222 | New |
| Select Equity Group, L.P. | 5,406 | $275.0K | 0.00% | +5,406 | New |
| Palisades Hudson Asset Management, L.P. | 5,415 | $276.0K | 0.13% | +20.0% | Added |
| Synovus Financial Corp | 5,500 | $280.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,498 | $280.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 5,730 | $292.0K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,793 | $295.0K | 0.00% | +367+6.8% | Added |
| Arbor Investment Advisors, LLC | 5,788 | $295.0K | 0.06% | +2,200+61.3% | Added |
| Gilder Gagnon Howe & Co LLC | 5,815 | $296.0K | 0.00% | +1,317+29.3% | Added |
| ProShare Advisors LLC | 5,982 | $304.0K | 0.00% | −988−14.2% | Reduced |
| Royal Bank of Canada | 6,275 | $319.0K | 0.00% | −80−1.3% | Reduced |
| Centaurus Financial, Inc. | 6,290 | $320.0K | 0.03% | +175+2.9% | Added |
| Alps Advisors Inc | 6,331 | $322.0K | 0.00% | −349−5.2% | Reduced |
| PEAK6 Investments LLC | 6,632 | $338.0K | 0.01% | +6,632 | New |
| Teacher Retirement System of Texas | 6,684 | $340.0K | 0.00% | +511+8.3% | Added |
| Handelsbanken Fonder AB | 6,900 | $351.0K | 0.00% | −2,000−22.5% | Reduced |
| Victory Capital Management Inc | 8,378 | $355.0K | 0.00% | +510+6.5% | Added |
| Blueshift Asset Management, LLC | 7,122 | $362.0K | 0.03% | +7,122 | New |
| ExodusPoint Capital Management, LP | 7,147 | $364.0K | 0.01% | +7,147 | New |
| AQR Capital Management LLC | 7,215 | $367.0K | 0.00% | −687−8.7% | Reduced |
| FORA Capital, LLC | 7,389 | $376.0K | 0.07% | +7,389 | New |
| Peachtree Investment Partners, LLC | 7,503 | $382.0K | 0.18% | +7,503 | New |
| Smith, Salley & Associates | 7,704 | $392.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,743 | $394.0K | 0.01% | −250−3.1% | Reduced |
| Teamwork Financial Advisors, LLC | 7,911 | $403.0K | 0.08% | +2,620+49.5% | Added |
| Winton Group Ltd | 8,488 | $432.0K | 0.02% | +8,488 | New |
| Arizona State Retirement System | 8,738 | $445.0K | 0.00% | +99+1.1% | Added |
| Quantbot Technologies LP | 9,687 | $492.0K | 0.04% | +5,786+148.3% | Added |
| Graham Capital Management, L.P. | 9,671 | $492.0K | 0.02% | +9,671 | New |
| Apollon Wealth Management, LLC | 10,126 | $515.0K | 0.04% | +786+8.4% | Added |
| LPL Financial LLC | 10,293 | $524.0K | 0.00% | −173−1.7% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $537.0K | 0.04% | −300−2.8% | Reduced |
| Capital Impact Advisors, LLC | 10,625 | $541.0K | 0.39% | −17,018−61.6% | Reduced |