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, Q3 2022
Institutional positions in Live Oak Bancshares, Inc. as of Sep 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
- 188
- +15 vs. Q2 2022
- Shares held
- 28.3M
- −913.4K (−3.1%) vs. Q2 2022
- Total value
- $864.6M
- −$123.8M (−12.5%) vs. Q2 2022
- New holders
- 34
- 63 more added
- Sold out
- 19
- 55 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,225,215 | $190.5M | 0.15% | +6,225,215 | New |
| Vanguard Group Inc | 2,389,041 | $73.1M | 0.00% | +7,444+0.3% | Added |
| BlackRock Inc. | 2,241,928 | $68.6M | 0.00% | −45,750−2.0% | Reduced |
| Diamond Hill Capital Management Inc | 2,157,366 | $66.0M | 0.32% | −30,123−1.4% | Reduced |
| Ameriprise Financial Inc | 1,727,192 | $52.9M | 0.02% | +682,410+65.3% | Added |
| State Street Corp | 1,342,273 | $41.1M | 0.00% | −688,474−33.9% | Reduced |
| Standard Life Aberdeen plc | 897,789 | $27.5M | 0.08% | +26,742+3.1% | Added |
| Dimensional Fund Advisors LP | 895,486 | $27.4M | 0.01% | −9,117−1.0% | Reduced |
| Artisan Partners Limited Partnership | 774,720 | $23.7M | 0.04% | −2,712−0.3% | Reduced |
| Geode Capital Management, LLC | 608,256 | $18.6M | 0.00% | +21,329+3.6% | Added |
| Manufacturers Life Insurance Company, The | 525,024 | $16.1M | 0.01% | −19,227−3.5% | Reduced |
| Federated Hermes, Inc. | 432,521 | $13.2M | 0.04% | +375,645+660.5% | Added |
| Rheos Capital Works Inc. | 384,000 | $11.8M | 0.79% | +79,000+25.9% | Added |
| Salem Investment Counselors Inc | 335,665 | $10.3M | 0.47% | +73,303+27.9% | Added |
| Northern Trust Corp | 292,557 | $8.95M | 0.00% | −5,979−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 268,912 | $8.23M | 0.01% | +44,947+20.1% | Added |
| Nuveen Asset Management, LLC | 267,338 | $8.18M | 0.00% | +9,412+3.6% | Added |
| Two Sigma Investments, LP | 243,325 | $7.45M | 0.03% | −61,882−20.3% | Reduced |
| Two Sigma Advisers, LP | 241,000 | $7.38M | 0.02% | +46,900+24.2% | Added |
| Millennium Management LLC | 239,186 | $7.32M | 0.01% | −66,213−21.7% | Reduced |
| Charles Schwab Investment Management Inc | 238,810 | $7.31M | 0.00% | +8,165+3.5% | Added |
| Davenport & Co LLC | 219,731 | $6.72M | 0.06% | −207−0.1% | Reduced |
| RMB Capital Management, LLC | 200,000 | $6.12M | 0.23% | −100,000−33.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 190,690 | $5.83M | 0.03% | +190,690 | New |
| Norges Bank | 186,824 | $5.72M | 0.00% | +15,435+9.0% | Added |
| Credit Suisse AG | 186,117 | $5.70M | 0.01% | +1,209+0.7% | Added |
| Renaissance Technologies LLC | 171,700 | $5.25M | 0.01% | −149,065−46.5% | Reduced |
| Citadel Advisors LLC | 168,350 | $5.15M | 0.01% | +18,462+12.3% | Added |
| Marshall Wace, LLP | 161,563 | $4.94M | 0.01% | +124,219+332.6% | Added |
| Goldman Sachs Group Inc | 158,542 | $4.85M | 0.00% | −13,660−7.9% | Reduced |
| New York State Common Retirement Fund | 154,228 | $4.72M | 0.01% | +5,201+3.5% | Added |
| Bank of New York Mellon Corp | 142,230 | $4.35M | 0.00% | +12,678+9.8% | Added |
| Swedbank AB | 140,000 | $4.28M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 121,070 | $3.71M | 0.02% | −98,910−45.0% | Reduced |
| Bank of America Corp | 116,317 | $3.56M | 0.00% | −19,814−14.6% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $3.44M | 7.57% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 107,294 | $3.28M | 0.21% | −297,951−73.5% | Reduced |
| HighTower Advisors, LLC | 99,455 | $3.04M | 0.01% | +1,670+1.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,142 | $3.03M | 0.01% | −526−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 97,586 | $2.99M | 0.01% | +780+0.8% | Added |
| Raymond James & Associates | 97,085 | $2.97M | 0.00% | −2,088−2.1% | Reduced |
| Morgan Stanley | 95,694 | $2.93M | 0.00% | −2,946−3.0% | Reduced |
| American Century Companies Inc | 94,121 | $2.88M | 0.00% | +20,699+28.2% | Added |
| Hantz Financial Services, Inc. | 88,338 | $2.70M | 0.09% | +2,896+3.4% | Added |
| Motley Fool Wealth Management, LLC | 88,063 | $2.69M | 0.18% | −103−0.1% | Reduced |
| Algert Global LLC | 87,211 | $2.67M | 0.16% | +46,503+114.2% | Added |
| Cubist Systematic Strategies, LLC | 84,998 | $2.60M | 0.02% | −8,701−9.3% | Reduced |
| VELA Investment Management, LLC | 83,498 | $2.56M | 1.45% | +18,247+28.0% | Added |
| Swiss National Bank | 77,900 | $2.38M | 0.00% | +700+0.9% | Added |
| Profit Investment Management, LLC | 76,181 | $2.33M | 1.78% | +38,992+104.8% | Added |
| Susquehanna International Group, LLP | 72,472 | $2.22M | 0.00% | +65,127+886.7% | Added |
| Deutsche Bank AG | 72,299 | $2.21M | 0.00% | −2,841−3.8% | Reduced |
| TD Asset Management Inc | 64,674 | $2.00M | 0.00% | +3,932+6.5% | Added |
| RE Advisers Corp | 59,900 | $1.83M | 0.06% | +59,900 | New |
| Trillium Asset Management, LLC | 48,749 | $1.49M | 0.05% | +2,547+5.5% | Added |
| JPMorgan Chase & Co | 47,123 | $1.44M | 0.00% | −1,503−3.1% | Reduced |
| Advisory Services Network, LLC | 44,429 | $1.36M | 0.05% | −9,588−17.7% | Reduced |
| Rhumbline Advisers | 43,250 | $1.32M | 0.00% | +3,022+7.5% | Added |
| Royce & Associates LP | 41,845 | $1.28M | 0.01% | +10,945+35.4% | Added |
| California State Teachers Retirement System | 41,198 | $1.26M | 0.00% | −829−2.0% | Reduced |
| Alliancebernstein L.P. | 41,129 | $1.26M | 0.00% | −1,445,428−97.2% | Reduced |
| Motley Fool Asset Management LLC | 40,340 | $1.23M | 0.12% | −1,998−4.7% | Reduced |
| Occudo Quantitative Strategies LP | 36,253 | $1.11M | 0.09% | +36,253 | New |
| Squarepoint Ops LLC | 35,983 | $1.10M | 0.01% | +17,748+97.3% | Added |
| Holocene Advisors, LP | 34,777 | $1.06M | 0.01% | −4,022−10.4% | Reduced |
| Russell Investments Group, Ltd. | 33,253 | $1.02M | 0.00% | +4,641+16.2% | Added |
| Stifel Financial Corp | 31,789 | $973.0K | 0.00% | −29−0.1% | Reduced |
| EJF Capital LLC | 31,514 | $964.0K | 0.19% | −4,910−13.5% | Reduced |
| ExodusPoint Capital Management, LP | 31,128 | $953.0K | 0.01% | +31,128 | New |
| Wells Fargo & Company | 29,746 | $911.0K | 0.00% | −2,840−8.7% | Reduced |
| Legal & General Group Plc | 29,783 | $911.0K | 0.00% | −2,002−6.3% | Reduced |
| First Trust Advisors LP | 27,752 | $849.0K | 0.00% | +731+2.7% | Added |
| Signaturefd, LLC | 27,590 | $844.0K | 0.03% | +45+0.2% | Added |
| Eaton Vance Management | 27,036 | $827.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 26,303 | $805.0K | 0.00% | +656+2.6% | Added |
| SEI Investments Co | 26,028 | $796.0K | 0.00% | +8,242+46.3% | Added |
| State of Wisconsin Investment Board | 25,024 | $766.0K | 0.00% | −2,040−7.5% | Reduced |
| AlphaCrest Capital Management LLC | 23,969 | $733.0K | 0.04% | +1,624+7.3% | Added |
| UBS Group AG | 23,878 | $731.0K | 0.00% | −7,859−24.8% | Reduced |
| HRT Financial LP | 23,368 | $715.0K | 0.01% | +23,368 | New |
| SG Americas Securities, LLC | 23,254 | $712.0K | 0.01% | +9,504+69.1% | Added |
| UBS Asset Management Americas Inc | 22,346 | $683.8K | 0.00% | −8,061−26.5% | Reduced |
| Graham Capital Management, L.P. | 22,231 | $680.0K | 0.03% | +22,231 | New |
| Arcus Capital Partners, LLC | 20,000 | $612.0K | 0.26% | −10,000−33.3% | Reduced |
| BNP Paribas Arbitrage, SA | 19,958 | $610.7K | 0.00% | −3,811−16.0% | Reduced |
| Gsa Capital Partners LLP | 19,168 | $587.0K | 0.08% | −932−4.6% | Reduced |
| Patriot Investment Management Inc. | 19,068 | $583.0K | 0.06% | +2,289+13.6% | Added |
| Price T Rowe Associates Inc | 18,748 | $574.0K | 0.00% | −5,621,359−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 18,583 | $569.0K | 0.01% | +17,833+2,377.7% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $551.0K | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,806 | $545.0K | 0.01% | −15,259−46.1% | Reduced |
| MetLife Investment Management | 17,593 | $538.3K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 17,352 | $531.0K | 0.08% | −1,208−6.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,638 | $509.0K | 0.00% | +16,638 | New |
| American International Group, Inc. | 15,544 | $476.0K | 0.00% | +219+1.4% | Added |
| Fox Run Management, L.L.C. | 15,339 | $469.0K | 0.18% | +15,339 | New |
| Janus Henderson Group PLC | 14,285 | $437.0K | 0.00% | +294+2.1% | Added |
| Emerald Advisers, LLC | 13,855 | $424.0K | 0.02% | −335,121−96.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,811 | $423.0K | 0.00% | +13,811 | New |
| Stock Yards Bank & Trust Co | 13,300 | $407.0K | 0.02% | 00.0% | Unchanged |