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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 13,200 | $404.0K | 0.08% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 13,002 | $398.0K | 0.01% | +13,002 | New |
| Banc Funds Co LLC | 12,750 | $390.0K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,450 | $381.0K | 0.03% | +1,150+10.2% | Added |
| Voya Investment Management LLC | 12,430 | $380.4K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 11,128 | $341.0K | 0.01% | +11,128 | New |
| Barclays PLC | 10,662 | $326.0K | 0.00% | −10,292−49.1% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $323.0K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 10,382 | $318.0K | 0.01% | +4,474+75.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,961 | $304.8K | 0.03% | +9,961 | New |
| Raymond James Financial Services Advisors, Inc. | 9,774 | $299.0K | 0.00% | −1,167−10.7% | Reduced |
| Select Equity Group, L.P. | 9,012 | $276.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,927 | $273.0K | 0.00% | +42+0.5% | Added |
| Apollon Wealth Management, LLC | 8,612 | $264.0K | 0.02% | −99−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 8,597 | $263.0K | 0.00% | −2,703−23.9% | Reduced |
| Buckingham Strategic Partners | 8,476 | $259.0K | 0.02% | +8,476 | New |
| LPL Financial LLC | 8,369 | $256.0K | 0.00% | −221−2.6% | Reduced |
| Engineers Gate Manager LP | 8,052 | $246.0K | 0.02% | −3,520−30.4% | Reduced |
| Jane Street Group, LLC | 7,793 | $238.0K | 0.00% | +7,793 | New |
| Smith, Salley & Associates | 7,704 | $236.0K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,583 | $232.0K | 0.00% | +640+9.2% | Added |
| Gotham Asset Management, LLC | 7,536 | $231.0K | 0.01% | +7,536 | New |
| Peachtree Investment Partners, LLC | 7,514 | $230.0K | 0.15% | +5+0.1% | Added |
| Handelsbanken Fonder AB | 6,900 | $211.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 6,510 | $210.0K | 0.21% | +1,269+24.2% | Added |
| Centaurus Financial, Inc. | 6,390 | $196.0K | 0.02% | +100+1.6% | Added |
| Quantbot Technologies LP | 5,677 | $173.0K | 0.01% | −1,560−21.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $160.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 4,847 | $148.0K | 0.00% | −130−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $126.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,806 | $117.0K | 0.00% | +664+21.1% | Added |
| Royal Bank of Canada | 3,660 | $112.0K | 0.00% | +149+4.2% | Added |
| Rockefeller Capital Management L.P. | 3,132 | $95.0K | 0.00% | +17+0.5% | Added |
| Carolinas Wealth Consulting LLC | 3,000 | $92.0K | 0.02% | +3,000 | New |
| FMR LLC | 2,793 | $85.0K | 0.00% | +13+0.5% | Added |
| Ameritas Investment Partners, Inc. | 2,492 | $76.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,400 | $73.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,354 | $72.0K | 0.00% | −2,591−52.4% | Reduced |
| Metropolitan Life Insurance Co | 1,994 | $61.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $61.0K | 0.00% | +1,875 | New |
| Great West Life Assurance Co | 1,808 | $55.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,643 | $50.0K | 0.00% | +1,643 | New |
| Laurel Wealth Advisors LLC | 1,600 | $49.0K | 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 |
| Central Bank & Trust Co | 1,221 | $37.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 802 | $27.0K | 0.03% | +17+2.2% | Added |
| The PNC Financial Services Group, Inc. | 816 | $26.0K | 0.00% | +58+7.7% | Added |
| Baldwin Brothers Inc | 800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 706 | $22.0K | 0.00% | +706 | New |
| Simplex Trading, LLC | 592 | $18.0K | 0.00% | −10−1.7% | Reduced |
| American Portfolios Advisors | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 473 | $14.0K | 0.00% | +405+595.6% | Added |
| Macquarie Group Ltd | 158 | $13.0K | 0.00% | −272−63.3% | Reduced |
| 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 |
| 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 |
| Semmax Financial Advisors Inc. | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 151 | $5.00K | 0.00% | +151 | New |
| Rise Advisors, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $3.06K | 0.00% | +100 | New |
| 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 |
| Sugarloaf Wealth Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.23K | 0.00% | +40 | 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 |
| 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 |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −136,983−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −40,086−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −34,062−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,418−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |