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, Q2 2022
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 174
- −29 vs. Q1 2022
- Shares held
- 29.2M
- +882.6K (+3.1%) vs. Q1 2022
- Total value
- $988.4M
- −$451.3M (−31.3%) vs. Q1 2022
- New holders
- 20
- 53 more added
- Sold out
- 49
- 59 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,640,107 | $191.1M | 0.02% | +223,059+4.1% | Added |
| Vanguard Group Inc | 2,381,597 | $80.7M | 0.00% | +19,083+0.8% | Added |
| BlackRock Inc. | 2,287,678 | $77.5M | 0.00% | +79,442+3.6% | Added |
| Diamond Hill Capital Management Inc | 2,187,489 | $74.1M | 0.32% | +1,678,205+329.5% | Added |
| State Street Corp | 2,030,747 | $68.8M | 0.00% | −248,073−10.9% | Reduced |
| Alliancebernstein L.P. | 1,486,557 | $50.4M | 0.02% | −19,334−1.3% | Reduced |
| Ameriprise Financial Inc | 1,044,782 | $35.3M | 0.01% | +147,834+16.5% | Added |
| Dimensional Fund Advisors LP | 904,603 | $30.7M | 0.01% | −33,520−3.6% | Reduced |
| Standard Life Aberdeen plc | 871,047 | $29.5M | 0.09% | −27,158−3.0% | Reduced |
| Artisan Partners Limited Partnership | 777,432 | $26.3M | 0.04% | −134,323−14.7% | Reduced |
| Geode Capital Management, LLC | 586,927 | $19.9M | 0.00% | +7,657+1.3% | Added |
| Manufacturers Life Insurance Company, The | 544,251 | $18.4M | 0.01% | +70,074+14.8% | Added |
| Emerald Mutual Fund Advisers Trust | 405,245 | $13.7M | 0.80% | −94,701−18.9% | Reduced |
| Emerald Advisers, LLC | 348,976 | $11.8M | 0.61% | −116,279−25.0% | Reduced |
| Renaissance Technologies LLC | 320,765 | $10.9M | 0.01% | +102,565+47.0% | Added |
| Millennium Management LLC | 305,399 | $10.3M | 0.01% | −87,055−22.2% | Reduced |
| Two Sigma Investments, LP | 305,207 | $10.3M | 0.03% | +213,332+232.2% | Added |
| Rheos Capital Works Inc. | 305,000 | $10.3M | 0.78% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 300,000 | $10.2M | 0.35% | +300,000 | New |
| Northern Trust Corp | 298,536 | $10.1M | 0.00% | −3,929−1.3% | Reduced |
| Salem Investment Counselors Inc | 262,362 | $8.89M | 0.41% | +262,312+524,624.0% | Added |
| Nuveen Asset Management, LLC | 257,926 | $8.74M | 0.00% | +81,840+46.5% | Added |
| Charles Schwab Investment Management Inc | 230,645 | $7.82M | 0.00% | −3,011−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 223,965 | $7.59M | 0.01% | +88,588+65.4% | Added |
| Voloridge Investment Management, LLC | 219,980 | $7.46M | 0.04% | +76,891+53.7% | Added |
| Davenport & Co LLC | 219,938 | $7.45M | 0.06% | +207+0.1% | Added |
| Two Sigma Advisers, LP | 194,100 | $6.58M | 0.02% | +183,400+1,714.0% | Added |
| Credit Suisse AG | 184,908 | $6.27M | 0.01% | +17,673+10.6% | Added |
| Goldman Sachs Group Inc | 172,202 | $5.84M | 0.00% | +16,410+10.5% | Added |
| Norges Bank | 171,389 | $5.81M | 0.00% | +72,000+72.4% | Added |
| Citadel Advisors LLC | 149,888 | $5.08M | 0.01% | +76,318+103.7% | Added |
| New York State Common Retirement Fund | 149,027 | $5.05M | 0.01% | +4,655+3.2% | Added |
| Swedbank AB | 140,000 | $4.74M | 0.01% | +80,000+133.3% | Added |
| Eventide Asset Management, LLC | 136,983 | $4.64M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 136,131 | $4.61M | 0.00% | +32,921+31.9% | Added |
| Bank of New York Mellon Corp | 129,552 | $4.39M | 0.00% | −3,404−2.6% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $3.81M | 8.96% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,668 | $3.38M | 0.01% | −1,885−1.9% | Reduced |
| Raymond James & Associates | 99,173 | $3.36M | 0.00% | −1,278−1.3% | Reduced |
| Morgan Stanley | 98,640 | $3.34M | 0.00% | −31,318−24.1% | Reduced |
| HighTower Advisors, LLC | 97,785 | $3.31M | 0.01% | −80−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 96,806 | $3.28M | 0.01% | +659+0.7% | Added |
| Cubist Systematic Strategies, LLC | 93,699 | $3.17M | 0.02% | +32,810+53.9% | Added |
| Motley Fool Wealth Management, LLC | 88,166 | $2.99M | 0.19% | −326−0.4% | Reduced |
| Hantz Financial Services, Inc. | 85,442 | $2.90M | 0.10% | +85,442 | New |
| Swiss National Bank | 77,200 | $2.62M | 0.00% | +700+0.9% | Added |
| Deutsche Bank AG | 75,140 | $2.55M | 0.00% | +5,371+7.7% | Added |
| American Century Companies Inc | 73,422 | $2.49M | 0.00% | −254,872−77.6% | Reduced |
| VELA Investment Management, LLC | 65,251 | $2.21M | 1.27% | −4,763−6.8% | Reduced |
| TD Asset Management Inc | 60,742 | $2.06M | 0.00% | −838−1.4% | Reduced |
| Federated Hermes, Inc. | 56,876 | $1.93M | 0.01% | +56,876 | New |
| Advisory Services Network, LLC | 54,017 | $1.83M | 0.06% | −1,712−3.1% | Reduced |
| JPMorgan Chase & Co | 48,626 | $1.65M | 0.00% | +11,199+29.9% | Added |
| Trillium Asset Management, LLC | 46,202 | $1.57M | 0.05% | +121+0.3% | Added |
| Motley Fool Asset Management LLC | 42,338 | $1.48M | 0.14% | −4,329−9.3% | Reduced |
| California State Teachers Retirement System | 42,027 | $1.42M | 0.00% | +863+2.1% | Added |
| Algert Global LLC | 40,708 | $1.38M | 0.10% | −6,290−13.4% | Reduced |
| Rhumbline Advisers | 40,228 | $1.36M | 0.00% | +7,256+22.0% | Added |
| Assenagon Asset Management S.A. | 40,086 | $1.36M | 0.01% | +40,086 | New |
| Holocene Advisors, LP | 38,799 | $1.31M | 0.01% | +38,799 | New |
| Marshall Wace, LLP | 37,344 | $1.26M | 0.00% | −4,081−9.9% | Reduced |
| Profit Investment Management, LLC | 37,189 | $1.26M | 0.92% | +37,189 | New |
| EJF Capital LLC | 36,424 | $1.23M | 0.21% | −9,841−21.3% | Reduced |
| Endeavour Capital Advisors Inc | 34,062 | $1.15M | 0.22% | −23,983−41.3% | Reduced |
| Rafferty Asset Management, LLC | 33,065 | $1.12M | 0.01% | −21,549−39.5% | Reduced |
| Wells Fargo & Company | 32,586 | $1.10M | 0.00% | −12,621−27.9% | Reduced |
| Stifel Financial Corp | 31,818 | $1.08M | 0.00% | +31,818 | New |
| Legal & General Group Plc | 31,785 | $1.08M | 0.00% | −138−0.4% | Reduced |
| UBS Group AG | 31,737 | $1.07M | 0.00% | −5,136−13.9% | Reduced |
| Jump Financial, LLC | 31,200 | $1.06M | 0.05% | +20,377+188.3% | Added |
| Royce & Associates LP | 30,900 | $1.05M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30,407 | $1.03M | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 30,000 | $1.02M | 0.44% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 28,612 | $968.0K | 0.00% | +4,228+17.3% | Added |
| Signaturefd, LLC | 27,545 | $934.0K | 0.03% | −32−0.1% | Reduced |
| State of Wisconsin Investment Board | 27,064 | $917.0K | 0.00% | +27,064 | New |
| First Trust Advisors LP | 27,021 | $916.0K | 0.00% | −54,297−66.8% | Reduced |
| Eaton Vance Management | 27,036 | $916.0K | 0.00% | −10.0% | Reduced |
| Invesco Ltd. | 25,647 | $870.0K | 0.00% | −379−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 23,769 | $805.5K | 0.00% | −12,334−34.2% | Reduced |
| AlphaCrest Capital Management LLC | 22,345 | $757.0K | 0.04% | +8,994+67.4% | Added |
| Barclays PLC | 20,954 | $710.0K | 0.00% | −77,893−78.8% | Reduced |
| Gsa Capital Partners LLP | 20,100 | $681.0K | 0.10% | +20,100 | New |
| PDT Partners, LLC | 18,560 | $629.0K | 0.06% | −4,572−19.8% | Reduced |
| Squarepoint Ops LLC | 18,235 | $618.0K | 0.01% | −5,036−21.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $610.0K | 0.10% | 00.0% | Unchanged |
| SEI Investments Co | 17,786 | $603.0K | 0.00% | −49−0.3% | Reduced |
| MetLife Investment Management | 17,593 | $596.2K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 16,779 | $568.0K | 0.06% | +1,392+9.0% | Added |
| Versor Investments LP | 16,418 | $556.0K | 0.02% | +12,057+276.5% | Added |
| American International Group, Inc. | 15,325 | $519.0K | 0.00% | −514−3.2% | Reduced |
| Janus Henderson Group PLC | 13,991 | $474.0K | 0.00% | +2,196+18.6% | Added |
| SG Americas Securities, LLC | 13,750 | $466.0K | 0.01% | +2,562+22.9% | Added |
| Stock Yards Bank & Trust Co | 13,300 | $451.0K | 0.02% | +13,300 | New |
| Cna Financial Corp | 13,200 | $447.0K | 0.16% | −280−2.1% | Reduced |
| Quent Capital, LLC | 13,200 | $447.0K | 0.10% | 00.0% | Unchanged |
| Navellier & Associates Inc | 13,119 | $445.0K | 0.10% | −437−3.2% | Reduced |
| Banc Funds Co LLC | 12,750 | $432.0K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,430 | $421.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,809 | $400.0K | 0.02% | −11,959−50.3% | Reduced |