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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 10,700 | $545.0K | 0.00% | +10,700 | New |
| Jump Financial, LLC | 10,823 | $551.0K | 0.02% | +10,823 | New |
| Great Lakes Advisors, LLC | 10,878 | $554.0K | 0.01% | +271+2.6% | Added |
| SG Americas Securities, LLC | 11,188 | $569.0K | 0.01% | +3,332+42.4% | Added |
| Parsons Capital Management Inc | 11,300 | $575.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,795 | $600.0K | 0.00% | +2,839+31.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,375 | $630.0K | 0.00% | +281+2.3% | Added |
| Voya Investment Management LLC | 12,430 | $633.0K | 0.00% | +208+1.7% | Added |
| Banc Funds Co LLC | 12,750 | $649.0K | 0.05% | +3,950+44.9% | Added |
| Quent Capital, LLC | 13,200 | $672.0K | 0.12% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 13,351 | $679.0K | 0.04% | +10,726+408.6% | Added |
| Cna Financial Corp | 13,480 | $686.0K | 0.21% | −1,970−12.8% | Reduced |
| Engineers Gate Manager LP | 13,530 | $689.0K | 0.03% | +9,648+248.5% | Added |
| Navellier & Associates Inc | 13,556 | $690.0K | 0.12% | −249−1.8% | Reduced |
| Virtu Financial LLC | 13,774 | $701.0K | 0.05% | +13,774 | New |
| Susquehanna International Group, LLP | 13,866 | $706.0K | 0.00% | +7,067+103.9% | Added |
| Patriot Investment Management Inc. | 15,387 | $783.0K | 0.07% | −432−2.7% | Reduced |
| American International Group, Inc. | 15,839 | $806.0K | 0.00% | −1,114−6.6% | Reduced |
| Parametric Portfolio Associates LLC | 16,317 | $830.0K | 0.00% | −16,182−49.8% | Reduced |
| EFG Asset Management (North America) Corp. | 16,799 | $854.0K | 0.13% | −2,468−12.8% | Reduced |
| MetLife Investment Management | 17,593 | $895.3K | 0.01% | +6,327+56.2% | Added |
| SEI Investments Co | 17,835 | $907.0K | 0.00% | +5,061+39.6% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $916.0K | 0.12% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 18,743 | $954.0K | 0.01% | +6,759+56.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,157 | $975.0K | 0.00% | +4,539+31.1% | Added |
| Dynamic Technology Lab Private Ltd | 19,660 | $1.00M | 0.12% | +19,660 | New |
| AE Wealth Management LLC | 19,823 | $1.01M | 0.01% | +14,152+249.6% | Added |
| Balyasny Asset Management LLC | 20,576 | $1.05M | 0.00% | +17,651+603.5% | Added |
| Jane Street Group, LLC | 21,180 | $1.08M | 0.00% | +21,180 | New |
| PDT Partners, LLC | 23,132 | $1.18M | 0.10% | +16,519+249.8% | Added |
| Squarepoint Ops LLC | 23,271 | $1.18M | 0.01% | +11,173+92.4% | Added |
| Alpha DNA Investment Management LLC | 23,714 | $1.21M | 0.86% | +23,714 | New |
| Trexquant Investment LP | 23,768 | $1.21M | 0.06% | +23,768 | New |
| Russell Investments Group, Ltd. | 24,384 | $1.24M | 0.00% | −1,313−5.1% | Reduced |
| Invesco Ltd. | 26,026 | $1.32M | 0.00% | −67,809−72.3% | Reduced |
| Eaton Vance Management | 27,037 | $1.38M | 0.00% | +10.0% | Added |
| Signaturefd, LLC | 27,577 | $1.40M | 0.04% | +280+1.0% | Added |
| Arcus Capital Partners, LLC | 30,000 | $1.53M | 0.54% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30,407 | $1.55M | 0.00% | +902+3.1% | Added |
| Royce & Associates LP | 30,900 | $1.57M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 31,923 | $1.62M | 0.00% | +133+0.4% | Added |
| Rhumbline Advisers | 32,972 | $1.68M | 0.00% | +853+2.7% | Added |
| BNP Paribas Arbitrage, SA | 36,103 | $1.84M | 0.00% | −1,527−4.1% | Reduced |
| UBS Group AG | 36,873 | $1.88M | 0.00% | +25,073+212.5% | Added |
| JPMorgan Chase & Co | 37,427 | $1.90M | 0.00% | +16,781+81.3% | Added |
| California State Teachers Retirement System | 41,164 | $2.10M | 0.00% | −3,349−7.5% | Reduced |
| Marshall Wace, LLP | 41,425 | $2.11M | 0.00% | +41,425 | New |
| Wells Fargo & Company | 45,207 | $2.30M | 0.00% | −24,538−35.2% | Reduced |
| Trillium Asset Management, LLC | 46,081 | $2.35M | 0.06% | +46,081 | New |
| EJF Capital LLC | 46,265 | $2.35M | 0.25% | −23,282−33.5% | Reduced |
| Motley Fool Asset Management LLC | 46,667 | $2.38M | 0.17% | +46,667 | New |
| Algert Global LLC | 46,998 | $2.39M | 0.16% | +40,087+580.0% | Added |
| John W. Rosenthal Capital Management, Inc. | 54,300 | $2.76M | 2.17% | −6,700−11.0% | Reduced |
| Rafferty Asset Management, LLC | 54,614 | $2.78M | 0.02% | +31,703+138.4% | Added |
| Advisory Services Network, LLC | 55,729 | $2.84M | 0.08% | +3,368+6.4% | Added |
| Endeavour Capital Advisors Inc | 58,045 | $2.95M | 0.47% | +58,045 | New |
| Swedbank AB | 60,000 | $3.05M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 60,889 | $3.10M | 0.03% | +31,503+107.2% | Added |
| TD Asset Management Inc | 61,580 | $3.13M | 0.00% | −17,998−22.6% | Reduced |
| Deutsche Bank AG | 69,769 | $3.55M | 0.00% | +3,591+5.4% | Added |
| VELA Investment Management, LLC | 70,014 | $3.56M | 2.24% | +11,753+20.2% | Added |
| Citadel Advisors LLC | 73,570 | $3.74M | 0.00% | +41,946+132.6% | Added |
| Swiss National Bank | 76,500 | $3.89M | 0.00% | +5,900+8.4% | Added |
| First Trust Advisors LP | 81,318 | $4.14M | 0.00% | +711+0.9% | Added |
| Motley Fool Wealth Management, LLC | 88,492 | $4.50M | 0.22% | +88,492 | New |
| Two Sigma Investments, LP | 91,875 | $4.68M | 0.01% | +85,775+1,406.1% | Added |
| Commonwealth Equity Services, LLC | 96,147 | $4.89M | 0.01% | +2,286+2.4% | Added |
| HighTower Advisors, LLC | 97,865 | $4.98M | 0.01% | −615−0.6% | Reduced |
| Barclays PLC | 98,847 | $5.03M | 0.00% | +20,746+26.6% | Added |
| Norges Bank | 99,389 | $5.06M | 0.00% | −17,331−14.8% | Reduced |
| Raymond James & Associates | 100,451 | $5.11M | 0.00% | −3,225−3.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101,553 | $5.17M | 0.02% | −12,254−10.8% | Reduced |
| Bank of America Corp | 103,210 | $5.25M | 0.00% | +19,578+23.4% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $5.72M | 4.17% | 00.0% | Unchanged |
| Morgan Stanley | 129,958 | $6.61M | 0.00% | +36,824+39.5% | Added |
| Bank of New York Mellon Corp | 132,956 | $6.76M | 0.00% | −7,932−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 135,377 | $6.89M | 0.01% | +101,122+295.2% | Added |
| Eventide Asset Management, LLC | 136,983 | $6.97M | 0.11% | −129,145−48.5% | Reduced |
| Voloridge Investment Management, LLC | 143,089 | $7.28M | 0.04% | +70,331+96.7% | Added |
| New York State Common Retirement Fund | 144,372 | $7.35M | 0.01% | +99,645+222.8% | Added |
| Goldman Sachs Group Inc | 155,792 | $7.93M | 0.00% | −86,138−35.6% | Reduced |
| Credit Suisse AG | 167,235 | $8.51M | 0.01% | +3,518+2.1% | Added |
| Nuveen Asset Management, LLC | 176,086 | $9.39M | 0.00% | +2,649+1.5% | Added |
| Renaissance Technologies LLC | 218,200 | $11.1M | 0.01% | +160,500+278.2% | Added |
| Davenport & Co LLC | 219,731 | $11.2M | 0.08% | +54,156+32.7% | Added |
| Charles Schwab Investment Management Inc | 233,656 | $11.9M | 0.00% | +8,455+3.8% | Added |
| Mendon Capital Advisors Corp | 300,000 | $15.3M | 5.06% | −25,000−7.7% | Reduced |
| Northern Trust Corp | 302,465 | $15.4M | 0.00% | −16,941−5.3% | Reduced |
| Rheos Capital Works Inc. | 305,000 | $15.5M | 0.75% | 00.0% | Unchanged |
| American Century Companies Inc | 328,294 | $16.7M | 0.01% | +44,552+15.7% | Added |
| Millennium Management LLC | 392,454 | $20.0M | 0.02% | +313,971+400.0% | Added |
| Capital International Investors | 400,900 | $20.4M | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 429,694 | $21.9M | 0.27% | −427,639−49.9% | Reduced |
| Emerald Advisers, LLC | 465,255 | $23.7M | 0.90% | +32,717+7.6% | Added |
| Manufacturers Life Insurance Company, The | 474,177 | $24.1M | 0.02% | +4,242+0.9% | Added |
| Emerald Mutual Fund Advisers Trust | 499,946 | $25.4M | 1.12% | −43,109−7.9% | Reduced |
| Diamond Hill Capital Management Inc | 509,284 | $25.9M | 0.10% | +312,054+158.2% | Added |
| Geode Capital Management, LLC | 579,270 | $29.5M | 0.00% | +15,309+2.7% | Added |
| Ameriprise Financial Inc | 896,948 | $45.6M | 0.01% | −91,902−9.3% | Reduced |
| Standard Life Aberdeen plc | 898,205 | $45.7M | 0.12% | +339,834+60.9% | Added |