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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 11,572 | $392.0K | 0.01% | −1,958−14.5% | 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 |
| Raymond James Financial Services Advisors, Inc. | 10,941 | $371.0K | 0.00% | −8,216−42.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,601 | $359.0K | 0.10% | +5,515+108.4% | Added |
| Summit Trail Advisors, LLC | 10,550 | $358.0K | 0.02% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 9,012 | $305.0K | 0.00% | +3,606+66.7% | Added |
| Arizona State Retirement System | 8,885 | $301.0K | 0.00% | +147+1.7% | Added |
| Apollon Wealth Management, LLC | 8,711 | $295.0K | 0.02% | −1,415−14.0% | Reduced |
| LPL Financial LLC | 8,590 | $291.0K | 0.00% | −1,703−16.5% | Reduced |
| Cerity Partners LLC | 7,777 | $263.0K | 0.00% | +34+0.4% | Added |
| Smith, Salley & Associates | 7,704 | $261.0K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 7,509 | $254.0K | 0.16% | +6+0.1% | Added |
| Susquehanna International Group, LLP | 7,345 | $249.0K | 0.00% | −6,521−47.0% | Reduced |
| Quantbot Technologies LP | 7,237 | $245.0K | 0.02% | −2,450−25.3% | Reduced |
| Victory Capital Management Inc | 6,943 | $235.0K | 0.00% | −1,435−17.1% | Reduced |
| 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 |
| Centaurus Financial, Inc. | 6,290 | $213.0K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,266 | $212.0K | 0.00% | −65−1.0% | Reduced |
| Twinbeech Capital LP | 5,908 | $200.0K | 0.01% | +5,908 | New |
| Capital Impact Advisors, LLC | 5,241 | $178.0K | 0.16% | −5,384−50.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $177.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,975 | $169.0K | 0.00% | −247−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,977 | $168.0K | 0.00% | +603+13.8% | Added |
| Citigroup Inc | 4,945 | $167.0K | 0.00% | +204+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $140.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,658 | $124.0K | 0.00% | −12−0.3% | Reduced |
| Royal Bank of Canada | 3,511 | $119.0K | 0.00% | −2,764−44.0% | Reduced |
| US Bancorp | 3,142 | $106.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,115 | $105.0K | 0.00% | +42+1.4% | Added |
| FMR LLC | 2,780 | $94.0K | 0.00% | +88+3.3% | Added |
| Ameritas Investment Partners, Inc. | 2,492 | $84.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,400 | $82.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,994 | $67.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $61.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $54.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $51.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,221 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,180 | $40.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Baldwin Brothers Inc | 800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 807 | $27.0K | 0.02% | +42+5.5% | Added |
| The PNC Financial Services Group, Inc. | 758 | $26.0K | 0.00% | +758 | 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 |
| Simplex Trading, LLC | 602 | $20.0K | 0.00% | +602 | New |
| Center for Financial Planning, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 430 | $15.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 430 | $15.0K | 0.01% | +430 | New |
| JFS Wealth Advisors, LLC | 228 | $8.00K | 0.00% | +26+12.9% | Added |
| Huntington National Bank | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 115 | $3.90K | 0.00% | +115 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |