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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 12,430 | $633.0K | 0.00% | +208+1.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,375 | $630.0K | 0.00% | +281+2.3% | Added |
| Janus Henderson Group PLC | 11,795 | $600.0K | 0.00% | +2,839+31.7% | Added |
| Parsons Capital Management Inc | 11,300 | $575.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,188 | $569.0K | 0.01% | +3,332+42.4% | Added |
| Great Lakes Advisors, LLC | 10,878 | $554.0K | 0.01% | +271+2.6% | Added |
| Jump Financial, LLC | 10,823 | $551.0K | 0.02% | +10,823 | New |
| Two Sigma Advisers, LP | 10,700 | $545.0K | 0.00% | +10,700 | New |
| Capital Impact Advisors, LLC | 10,625 | $541.0K | 0.39% | −17,018−61.6% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $537.0K | 0.04% | −300−2.8% | Reduced |
| LPL Financial LLC | 10,293 | $524.0K | 0.00% | −173−1.7% | Reduced |
| Apollon Wealth Management, LLC | 10,126 | $515.0K | 0.04% | +786+8.4% | 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 |
| Arizona State Retirement System | 8,738 | $445.0K | 0.00% | +99+1.1% | Added |
| Winton Group Ltd | 8,488 | $432.0K | 0.02% | +8,488 | New |
| Teamwork Financial Advisors, LLC | 7,911 | $403.0K | 0.08% | +2,620+49.5% | Added |
| Cerity Partners LLC | 7,743 | $394.0K | 0.01% | −250−3.1% | Reduced |
| Smith, Salley & Associates | 7,704 | $392.0K | 0.03% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 7,503 | $382.0K | 0.18% | +7,503 | New |
| FORA Capital, LLC | 7,389 | $376.0K | 0.07% | +7,389 | New |
| AQR Capital Management LLC | 7,215 | $367.0K | 0.00% | −687−8.7% | Reduced |
| ExodusPoint Capital Management, LP | 7,147 | $364.0K | 0.01% | +7,147 | New |
| Blueshift Asset Management, LLC | 7,122 | $362.0K | 0.03% | +7,122 | New |
| Victory Capital Management Inc | 8,378 | $355.0K | 0.00% | +510+6.5% | Added |
| Handelsbanken Fonder AB | 6,900 | $351.0K | 0.00% | −2,000−22.5% | Reduced |
| Teacher Retirement System of Texas | 6,684 | $340.0K | 0.00% | +511+8.3% | Added |
| PEAK6 Investments LLC | 6,632 | $338.0K | 0.01% | +6,632 | New |
| Alps Advisors Inc | 6,331 | $322.0K | 0.00% | −349−5.2% | Reduced |
| Centaurus Financial, Inc. | 6,290 | $320.0K | 0.03% | +175+2.9% | Added |
| Royal Bank of Canada | 6,275 | $319.0K | 0.00% | −80−1.3% | Reduced |
| ProShare Advisors LLC | 5,982 | $304.0K | 0.00% | −988−14.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 5,815 | $296.0K | 0.00% | +1,317+29.3% | Added |
| 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 |
| Cornerstone Investment Partners, LLC | 5,730 | $292.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,500 | $280.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,498 | $280.0K | 0.01% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,415 | $276.0K | 0.13% | +20.0% | Added |
| Select Equity Group, L.P. | 5,406 | $275.0K | 0.00% | +5,406 | New |
| Amalgamated Bank | 5,222 | $266.0K | 0.00% | −372−6.6% | Reduced |
| Amalgamated Financial Corp. | 5,222 | $266.0K | 0.00% | +5,222 | New |
| 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 |
| Buckingham Strategic Partners | 5,103 | $260.0K | 0.03% | +22+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 5,086 | $259.0K | 0.07% | +5,086 | New |
| Pathstone Family Office, LLC | 4,902 | $249.0K | 0.01% | +4,902 | New |
| Allspring Global Investments Holdings, LLC | 4,877 | $248.0K | 0.00% | +589+13.7% | Added |
| Citigroup Inc | 4,741 | $241.0K | 0.00% | −4,613−49.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,500 | $229.0K | 0.00% | +4,500 | New |
| Versor Investments LP | 4,361 | $222.0K | 0.01% | +4,361 | New |
| Envestnet Asset Management Inc | 4,177 | $213.0K | 0.00% | +4,177 | New |
| Legal Advantage Investments, Inc. | 4,175 | $212.0K | 0.16% | −4,675−52.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $210.0K | 0.00% | −1,142−21.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,374 | $209.0K | 0.00% | +12+0.3% | Added |
| Atria Wealth Solutions, Inc. | 4,015 | $204.0K | 0.00% | +4,015 | New |
| OneAscent Wealth Management LLC | 3,983 | $203.0K | 0.10% | +3,983 | New |
| Captrust Financial Advisors | 3,670 | $187.0K | 0.00% | −92−2.4% | Reduced |
| US Bancorp | 3,142 | $160.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,073 | $156.0K | 0.00% | +17+0.6% | Added |
| Point72 Hong Kong Ltd | 2,785 | $142.0K | 0.01% | +1,262+82.9% | Added |
| FMR LLC | 2,692 | $137.0K | 0.00% | −49,049−94.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,492 | $127.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,400 | $122.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,000 | $102.0K | 0.00% | +2,000 | New |
| Metropolitan Life Insurance Co | 1,994 | $101.5K | 0.00% | −6,380−76.2% | Reduced |
| Great West Life Assurance Co | 1,808 | $98.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $81.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $76.0K | 0.01% | +1,500 | New |
| Central Bank & Trust Co | 1,221 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,180 | $60.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 593 | $52.0K | 0.03% | +593 | New |
| Fifth Third Bancorp | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Capital Group, LLC | 765 | $39.0K | 0.01% | +765 | New |
| Tilia Fiduciary Partners, Inc. | 629 | $32.0K | 0.03% | +40+6.8% | Added |
| American Portfolios Advisors | 500 | $25.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 430 | $22.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 282 | $14.0K | 0.02% | +282 | New |
| 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 |
| 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 |
| Tower Research Capital LLC (TRC) | 135 | $7.00K | 0.00% | −2,082−93.9% | Reduced |
| Rise Advisors, LLC | 122 | $6.00K | 0.01% | +50+69.4% | Added |
| Toth Financial Advisory Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 91 | $5.00K | 0.00% | +91 | 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |