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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 10 | $0 | 0.00% | −16−61.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +1+20.0% | Added |
| Money Concepts Capital Corp | 16 | $0 | 0.00% | +16 | New |
| Clean Yield Group | 16 | $0 | 0.00% | +16 | New |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | +6+42.9% | Added |
| Hallmark Capital Management Inc | 19 | $1.00K | 0.00% | +19 | New |
| Nisa Investment Advisors, LLC | 32 | $1.00K | 0.00% | +32 | New |
| McClarren Financial Advisors, Inc. | 54 | $1.00K | 0.00% | +54 | New |
| Abound Wealth Management | 40 | $1.23K | 0.00% | +40 | New |
| Sugarloaf Wealth Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 95 | $3.00K | 0.00% | +95 | New |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 100 | $3.06K | 0.00% | +100 | New |
| Rise Advisors, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 151 | $5.00K | 0.00% | +151 | New |
| JFS Wealth Advisors, LLC | 206 | $6.00K | 0.00% | −22−9.6% | Reduced |
| Huntington National Bank | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 181 | $6.00K | 0.00% | +175+2,916.7% | Added |
| Allworth Financial LP | 349 | $11.0K | 0.00% | +343+5,716.7% | Added |
| Whittier Trust Co of Nevada Inc | 346 | $11.0K | 0.00% | +346 | New |
| Macquarie Group Ltd | 158 | $13.0K | 0.00% | −272−63.3% | Reduced |
| Quadrant Capital Group LLC | 473 | $14.0K | 0.00% | +405+595.6% | Added |
| Center for Financial Planning, Inc. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 592 | $18.0K | 0.00% | −10−1.7% | Reduced |
| Almanack Investment Partners, LLC. | 706 | $22.0K | 0.00% | +706 | New |
| Baldwin Brothers Inc | 800 | $25.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 816 | $26.0K | 0.00% | +58+7.7% | Added |
| Tilia Fiduciary Partners, Inc. | 802 | $27.0K | 0.03% | +17+2.2% | Added |
| Fifth Third Bancorp | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,221 | $37.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,530 | $46.0K | 0.00% | +508+49.7% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $49.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,643 | $50.0K | 0.00% | +1,643 | New |
| Great West Life Assurance Co | 1,808 | $55.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $61.0K | 0.00% | +1,875 | New |
| Metropolitan Life Insurance Co | 1,994 | $61.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,354 | $72.0K | 0.00% | −2,591−52.4% | Reduced |
| Geneos Wealth Management Inc. | 2,400 | $73.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $76.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,793 | $85.0K | 0.00% | +13+0.5% | Added |
| Carolinas Wealth Consulting LLC | 3,000 | $92.0K | 0.02% | +3,000 | New |
| Rockefeller Capital Management L.P. | 3,132 | $95.0K | 0.00% | +17+0.5% | Added |
| Royal Bank of Canada | 3,660 | $112.0K | 0.00% | +149+4.2% | Added |
| US Bancorp | 3,806 | $117.0K | 0.00% | +664+21.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $126.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,847 | $148.0K | 0.00% | −130−2.6% | Reduced |
| Amalgamated Bank | 5,038 | $154.0K | 0.00% | +63+1.3% | Added |
| Ensign Peak Advisors, Inc | 5,030 | $154.0K | 0.00% | +3,850+326.3% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $160.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,677 | $173.0K | 0.01% | −1,560−21.6% | Reduced |
| Centaurus Financial, Inc. | 6,390 | $196.0K | 0.02% | +100+1.6% | Added |
| Capital Impact Advisors, LLC | 6,510 | $210.0K | 0.21% | +1,269+24.2% | Added |
| Handelsbanken Fonder AB | 6,900 | $211.0K | 0.00% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 7,514 | $230.0K | 0.15% | +5+0.1% | Added |
| Gotham Asset Management, LLC | 7,536 | $231.0K | 0.01% | +7,536 | New |
| Victory Capital Management Inc | 7,583 | $232.0K | 0.00% | +640+9.2% | Added |
| Smith, Salley & Associates | 7,704 | $236.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,793 | $238.0K | 0.00% | +7,793 | New |
| Engineers Gate Manager LP | 8,052 | $246.0K | 0.02% | −3,520−30.4% | Reduced |
| LPL Financial LLC | 8,369 | $256.0K | 0.00% | −221−2.6% | Reduced |
| Buckingham Strategic Partners | 8,476 | $259.0K | 0.02% | +8,476 | New |
| Fuller & Thaler Asset Management, Inc. | 8,597 | $263.0K | 0.00% | −2,703−23.9% | Reduced |
| Apollon Wealth Management, LLC | 8,612 | $264.0K | 0.02% | −99−1.1% | Reduced |
| Arizona State Retirement System | 8,927 | $273.0K | 0.00% | +42+0.5% | Added |
| Select Equity Group, L.P. | 9,012 | $276.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,774 | $299.0K | 0.00% | −1,167−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,961 | $304.8K | 0.03% | +9,961 | New |
| Twinbeech Capital LP | 10,382 | $318.0K | 0.01% | +4,474+75.7% | Added |
| Summit Trail Advisors, LLC | 10,550 | $323.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 10,662 | $326.0K | 0.00% | −10,292−49.1% | Reduced |
| Ergoteles LLC | 11,128 | $341.0K | 0.01% | +11,128 | New |
| Voya Investment Management LLC | 12,430 | $380.4K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,450 | $381.0K | 0.03% | +1,150+10.2% | Added |
| Banc Funds Co LLC | 12,750 | $390.0K | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 13,002 | $398.0K | 0.01% | +13,002 | New |
| Quent Capital, LLC | 13,200 | $404.0K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,300 | $407.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,811 | $423.0K | 0.00% | +13,811 | New |
| Emerald Advisers, LLC | 13,855 | $424.0K | 0.02% | −335,121−96.0% | Reduced |
| Janus Henderson Group PLC | 14,285 | $437.0K | 0.00% | +294+2.1% | Added |
| Fox Run Management, L.L.C. | 15,339 | $469.0K | 0.18% | +15,339 | New |
| American International Group, Inc. | 15,544 | $476.0K | 0.00% | +219+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,638 | $509.0K | 0.00% | +16,638 | New |
| PDT Partners, LLC | 17,352 | $531.0K | 0.08% | −1,208−6.5% | Reduced |
| MetLife Investment Management | 17,593 | $538.3K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 17,806 | $545.0K | 0.01% | −15,259−46.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $551.0K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,583 | $569.0K | 0.01% | +17,833+2,377.7% | Added |