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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 28,612 | $968.0K | 0.00% | +4,228+17.3% | Added |
| Arcus Capital Partners, LLC | 30,000 | $1.02M | 0.44% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30,407 | $1.03M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 30,900 | $1.05M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,200 | $1.06M | 0.05% | +20,377+188.3% | Added |
| UBS Group AG | 31,737 | $1.07M | 0.00% | −5,136−13.9% | Reduced |
| Legal & General Group Plc | 31,785 | $1.08M | 0.00% | −138−0.4% | Reduced |
| Stifel Financial Corp | 31,818 | $1.08M | 0.00% | +31,818 | New |
| Wells Fargo & Company | 32,586 | $1.10M | 0.00% | −12,621−27.9% | Reduced |
| Rafferty Asset Management, LLC | 33,065 | $1.12M | 0.01% | −21,549−39.5% | Reduced |
| Endeavour Capital Advisors Inc | 34,062 | $1.15M | 0.22% | −23,983−41.3% | Reduced |
| EJF Capital LLC | 36,424 | $1.23M | 0.21% | −9,841−21.3% | Reduced |
| Profit Investment Management, LLC | 37,189 | $1.26M | 0.92% | +37,189 | New |
| Marshall Wace, LLP | 37,344 | $1.26M | 0.00% | −4,081−9.9% | Reduced |
| Holocene Advisors, LP | 38,799 | $1.31M | 0.01% | +38,799 | New |
| Assenagon Asset Management S.A. | 40,086 | $1.36M | 0.01% | +40,086 | New |
| Rhumbline Advisers | 40,228 | $1.36M | 0.00% | +7,256+22.0% | Added |
| Algert Global LLC | 40,708 | $1.38M | 0.10% | −6,290−13.4% | Reduced |
| California State Teachers Retirement System | 42,027 | $1.42M | 0.00% | +863+2.1% | Added |
| Motley Fool Asset Management LLC | 42,338 | $1.48M | 0.14% | −4,329−9.3% | Reduced |
| Trillium Asset Management, LLC | 46,202 | $1.57M | 0.05% | +121+0.3% | Added |
| JPMorgan Chase & Co | 48,626 | $1.65M | 0.00% | +11,199+29.9% | Added |
| Advisory Services Network, LLC | 54,017 | $1.83M | 0.06% | −1,712−3.1% | Reduced |
| Federated Hermes, Inc. | 56,876 | $1.93M | 0.01% | +56,876 | New |
| TD Asset Management Inc | 60,742 | $2.06M | 0.00% | −838−1.4% | Reduced |
| VELA Investment Management, LLC | 65,251 | $2.21M | 1.27% | −4,763−6.8% | Reduced |
| American Century Companies Inc | 73,422 | $2.49M | 0.00% | −254,872−77.6% | Reduced |
| Deutsche Bank AG | 75,140 | $2.55M | 0.00% | +5,371+7.7% | Added |
| Swiss National Bank | 77,200 | $2.62M | 0.00% | +700+0.9% | Added |
| Hantz Financial Services, Inc. | 85,442 | $2.90M | 0.10% | +85,442 | New |
| Motley Fool Wealth Management, LLC | 88,166 | $2.99M | 0.19% | −326−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 93,699 | $3.17M | 0.02% | +32,810+53.9% | Added |
| Commonwealth Equity Services, LLC | 96,806 | $3.28M | 0.01% | +659+0.7% | Added |
| HighTower Advisors, LLC | 97,785 | $3.31M | 0.01% | −80−0.1% | Reduced |
| Morgan Stanley | 98,640 | $3.34M | 0.00% | −31,318−24.1% | Reduced |
| Raymond James & Associates | 99,173 | $3.36M | 0.00% | −1,278−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,668 | $3.38M | 0.01% | −1,885−1.9% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $3.81M | 8.96% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 129,552 | $4.39M | 0.00% | −3,404−2.6% | Reduced |
| Bank of America Corp | 136,131 | $4.61M | 0.00% | +32,921+31.9% | Added |
| Eventide Asset Management, LLC | 136,983 | $4.64M | 0.10% | 00.0% | Unchanged |
| Swedbank AB | 140,000 | $4.74M | 0.01% | +80,000+133.3% | Added |
| New York State Common Retirement Fund | 149,027 | $5.05M | 0.01% | +4,655+3.2% | Added |
| Citadel Advisors LLC | 149,888 | $5.08M | 0.01% | +76,318+103.7% | Added |
| Norges Bank | 171,389 | $5.81M | 0.00% | +72,000+72.4% | Added |
| Goldman Sachs Group Inc | 172,202 | $5.84M | 0.00% | +16,410+10.5% | Added |
| Credit Suisse AG | 184,908 | $6.27M | 0.01% | +17,673+10.6% | Added |
| Two Sigma Advisers, LP | 194,100 | $6.58M | 0.02% | +183,400+1,714.0% | Added |
| Davenport & Co LLC | 219,938 | $7.45M | 0.06% | +207+0.1% | Added |
| Voloridge Investment Management, LLC | 219,980 | $7.46M | 0.04% | +76,891+53.7% | Added |
| D. E. Shaw & Co., Inc. | 223,965 | $7.59M | 0.01% | +88,588+65.4% | Added |
| Charles Schwab Investment Management Inc | 230,645 | $7.82M | 0.00% | −3,011−1.3% | Reduced |
| Nuveen Asset Management, LLC | 257,926 | $8.74M | 0.00% | +81,840+46.5% | Added |
| Salem Investment Counselors Inc | 262,362 | $8.89M | 0.41% | +262,312+524,624.0% | Added |
| Northern Trust Corp | 298,536 | $10.1M | 0.00% | −3,929−1.3% | Reduced |
| RMB Capital Management, LLC | 300,000 | $10.2M | 0.35% | +300,000 | New |
| Rheos Capital Works Inc. | 305,000 | $10.3M | 0.78% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 305,207 | $10.3M | 0.03% | +213,332+232.2% | Added |
| Millennium Management LLC | 305,399 | $10.3M | 0.01% | −87,055−22.2% | Reduced |
| Renaissance Technologies LLC | 320,765 | $10.9M | 0.01% | +102,565+47.0% | Added |
| Emerald Advisers, LLC | 348,976 | $11.8M | 0.61% | −116,279−25.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 405,245 | $13.7M | 0.80% | −94,701−18.9% | Reduced |
| Manufacturers Life Insurance Company, The | 544,251 | $18.4M | 0.01% | +70,074+14.8% | Added |
| Geode Capital Management, LLC | 586,927 | $19.9M | 0.00% | +7,657+1.3% | Added |
| Artisan Partners Limited Partnership | 777,432 | $26.3M | 0.04% | −134,323−14.7% | Reduced |
| Standard Life Aberdeen plc | 871,047 | $29.5M | 0.09% | −27,158−3.0% | Reduced |
| Dimensional Fund Advisors LP | 904,603 | $30.7M | 0.01% | −33,520−3.6% | Reduced |
| Ameriprise Financial Inc | 1,044,782 | $35.3M | 0.01% | +147,834+16.5% | Added |
| Alliancebernstein L.P. | 1,486,557 | $50.4M | 0.02% | −19,334−1.3% | Reduced |
| State Street Corp | 2,030,747 | $68.8M | 0.00% | −248,073−10.9% | Reduced |
| Diamond Hill Capital Management Inc | 2,187,489 | $74.1M | 0.32% | +1,678,205+329.5% | Added |
| BlackRock Inc. | 2,287,678 | $77.5M | 0.00% | +79,442+3.6% | Added |
| Vanguard Group Inc | 2,381,597 | $80.7M | 0.00% | +19,083+0.8% | Added |
| Price T Rowe Associates Inc | 5,640,107 | $191.1M | 0.02% | +223,059+4.1% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −925,872−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −429,694−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −400,900−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −23,714−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,180−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,576−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −19,823−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −18,743−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −16,799−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,774−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,488−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −7,911−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,389−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,215−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,147−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,632−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,982−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −5,788−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −5,730−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |