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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 6 | $0 | 0.00% | −32−84.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −7−58.3% | Reduced |
| Schubert & Co | 14 | $0 | 0.00% | +8+133.3% | Added |
| Allworth Financial LP | 6 | $0 | 0.00% | +6 | New |
| Steward Financial Group LLC | 14 | $0 | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Ellevest, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Quadrant Capital Group LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 54 | $2.00K | 0.00% | +45+500.0% | Added |
| Northwestern Mutual Wealth Management Co | 46 | $2.00K | 0.00% | +46 | New |
| Toth Financial Advisory Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $3.00K | 0.00% | +35+70.0% | Added |
| Venture Visionary Partners LLC | 115 | $3.90K | 0.00% | +115 | New |
| Rise Advisors, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 228 | $8.00K | 0.00% | +26+12.9% | Added |
| Macquarie Group Ltd | 430 | $15.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 430 | $15.0K | 0.01% | +430 | New |
| American Portfolios Advisors | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 602 | $20.0K | 0.00% | +602 | New |
| Tilia Fiduciary Partners, Inc. | 785 | $25.0K | 0.02% | +156+24.8% | Added |
| Tower Research Capital LLC (TRC) | 750 | $25.0K | 0.00% | +615+455.6% | Added |
| The PNC Financial Services Group, Inc. | 758 | $26.0K | 0.00% | +758 | New |
| Baldwin Brothers Inc | 800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 807 | $27.0K | 0.02% | +42+5.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,022 | $34.0K | 0.00% | −3,855−79.0% | Reduced |
| Fifth Third Bancorp | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,180 | $40.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,221 | $41.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $51.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $54.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $61.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,994 | $67.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,400 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $84.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,780 | $94.0K | 0.00% | +88+3.3% | Added |
| Rockefeller Capital Management L.P. | 3,115 | $105.0K | 0.00% | +42+1.4% | Added |
| US Bancorp | 3,142 | $106.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,511 | $119.0K | 0.00% | −2,764−44.0% | Reduced |
| Captrust Financial Advisors | 3,658 | $124.0K | 0.00% | −12−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $140.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,945 | $167.0K | 0.00% | +204+4.3% | Added |
| Advisor Group Holdings, Inc. | 4,977 | $168.0K | 0.00% | +603+13.8% | Added |
| Amalgamated Bank | 4,975 | $169.0K | 0.00% | −247−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $177.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 5,241 | $178.0K | 0.16% | −5,384−50.7% | Reduced |
| Twinbeech Capital LP | 5,908 | $200.0K | 0.01% | +5,908 | New |
| Alps Advisors Inc | 6,266 | $212.0K | 0.00% | −65−1.0% | Reduced |
| Centaurus Financial, Inc. | 6,290 | $213.0K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,916 | $234.0K | 0.00% | −3,962−36.4% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $234.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,943 | $235.0K | 0.00% | −1,435−17.1% | Reduced |
| Quantbot Technologies LP | 7,237 | $245.0K | 0.02% | −2,450−25.3% | Reduced |
| Susquehanna International Group, LLP | 7,345 | $249.0K | 0.00% | −6,521−47.0% | Reduced |
| Peachtree Investment Partners, LLC | 7,509 | $254.0K | 0.16% | +6+0.1% | Added |
| Smith, Salley & Associates | 7,704 | $261.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,777 | $263.0K | 0.00% | +34+0.4% | Added |
| LPL Financial LLC | 8,590 | $291.0K | 0.00% | −1,703−16.5% | Reduced |
| Apollon Wealth Management, LLC | 8,711 | $295.0K | 0.02% | −1,415−14.0% | Reduced |
| Arizona State Retirement System | 8,885 | $301.0K | 0.00% | +147+1.7% | Added |
| Select Equity Group, L.P. | 9,012 | $305.0K | 0.00% | +3,606+66.7% | Added |
| Summit Trail Advisors, LLC | 10,550 | $358.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,601 | $359.0K | 0.10% | +5,515+108.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,941 | $371.0K | 0.00% | −8,216−42.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 11,300 | $383.0K | 0.00% | −1,075−8.7% | Reduced |
| Parsons Capital Management Inc | 11,300 | $383.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,572 | $392.0K | 0.01% | −1,958−14.5% | Reduced |
| Trexquant Investment LP | 11,809 | $400.0K | 0.02% | −11,959−50.3% | Reduced |
| Voya Investment Management LLC | 12,430 | $421.0K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $432.0K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 13,119 | $445.0K | 0.10% | −437−3.2% | Reduced |
| 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 |
| Stock Yards Bank & Trust Co | 13,300 | $451.0K | 0.02% | +13,300 | New |
| SG Americas Securities, LLC | 13,750 | $466.0K | 0.01% | +2,562+22.9% | Added |
| Janus Henderson Group PLC | 13,991 | $474.0K | 0.00% | +2,196+18.6% | Added |
| American International Group, Inc. | 15,325 | $519.0K | 0.00% | −514−3.2% | Reduced |
| Versor Investments LP | 16,418 | $556.0K | 0.02% | +12,057+276.5% | Added |
| Patriot Investment Management Inc. | 16,779 | $568.0K | 0.06% | +1,392+9.0% | Added |
| MetLife Investment Management | 17,593 | $596.2K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 17,786 | $603.0K | 0.00% | −49−0.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $610.0K | 0.10% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,235 | $618.0K | 0.01% | −5,036−21.6% | Reduced |
| PDT Partners, LLC | 18,560 | $629.0K | 0.06% | −4,572−19.8% | Reduced |
| Gsa Capital Partners LLP | 20,100 | $681.0K | 0.10% | +20,100 | New |
| Barclays PLC | 20,954 | $710.0K | 0.00% | −77,893−78.8% | Reduced |
| AlphaCrest Capital Management LLC | 22,345 | $757.0K | 0.04% | +8,994+67.4% | Added |
| BNP Paribas Arbitrage, SA | 23,769 | $805.5K | 0.00% | −12,334−34.2% | Reduced |
| Invesco Ltd. | 25,647 | $870.0K | 0.00% | −379−1.5% | Reduced |
| 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 |
| State of Wisconsin Investment Board | 27,064 | $917.0K | 0.00% | +27,064 | New |
| Signaturefd, LLC | 27,545 | $934.0K | 0.03% | −32−0.1% | Reduced |