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, Q4 2022
Institutional positions in Live Oak Bancshares, Inc. as of Dec 31, 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
- 189
- +3 vs. Q3 2022
- Shares held
- 29.7M
- +1.44M (+5.1%) vs. Q3 2022
- Total value
- $895.8M
- +$32.1M (+3.7%) vs. Q3 2022
- New holders
- 29
- 56 more added
- Sold out
- 26
- 62 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,232,708 | $188.2M | 0.14% | +7,493+0.1% | Added |
| Vanguard Group Inc | 2,449,962 | $74.0M | 0.00% | +60,921+2.6% | Added |
| BlackRock Inc. | 2,325,349 | $70.2M | 0.00% | +83,421+3.7% | Added |
| Ameriprise Financial Inc | 2,216,885 | $66.9M | 0.02% | +489,693+28.4% | Added |
| Diamond Hill Capital Management Inc | 2,112,166 | $63.8M | 0.29% | −45,200−2.1% | Reduced |
| State Street Corp | 1,192,744 | $36.0M | 0.00% | −149,529−11.1% | Reduced |
| Federated Hermes, Inc. | 1,132,164 | $34.2M | 0.09% | +699,643+161.8% | Added |
| Dimensional Fund Advisors LP | 974,092 | $29.4M | 0.01% | +78,606+8.8% | Added |
| Artisan Partners Limited Partnership | 762,754 | $23.0M | 0.04% | −11,966−1.5% | Reduced |
| Standard Life Aberdeen plc | 599,085 | $18.1M | 0.05% | −298,704−33.3% | Reduced |
| Geode Capital Management, LLC | 593,051 | $17.9M | 0.00% | −15,205−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 511,191 | $15.4M | 0.01% | −13,833−2.6% | Reduced |
| Rheos Capital Works Inc. | 413,000 | $12.5M | 0.75% | +29,000+7.6% | Added |
| Southernsun Asset Management, LLC | 373,982 | $11.3M | 1.29% | +373,982 | New |
| Marshall Wace, LLP | 336,623 | $10.2M | 0.03% | +175,060+108.4% | Added |
| Salem Investment Counselors Inc | 310,930 | $9.39M | 0.40% | −24,735−7.4% | Reduced |
| Northern Trust Corp | 298,523 | $9.02M | 0.00% | +5,966+2.0% | Added |
| Nuveen Asset Management, LLC | 297,079 | $8.97M | 0.00% | +29,741+11.1% | Added |
| Credit Suisse AG | 265,570 | $8.02M | 0.01% | +79,453+42.7% | Added |
| D. E. Shaw & Co., Inc. | 246,813 | $7.45M | 0.01% | −22,099−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 244,152 | $7.37M | 0.00% | +5,342+2.2% | Added |
| Two Sigma Advisers, LP | 237,200 | $7.16M | 0.02% | −3,800−1.6% | Reduced |
| Citadel Advisors LLC | 232,574 | $7.02M | 0.01% | +64,224+38.1% | Added |
| Rice Hall James & Associates, LLC | 229,268 | $6.92M | 0.40% | +229,268 | New |
| Hotchkis & Wiley Capital Management LLC | 216,240 | $6.53M | 0.03% | +25,550+13.4% | Added |
| RMB Capital Management, LLC | 200,000 | $6.04M | 0.21% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 193,991 | $5.86M | 0.00% | +51,761+36.4% | Added |
| Norges Bank | 186,824 | $5.64M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 186,039 | $5.62M | 0.02% | −57,286−23.5% | Reduced |
| American Century Companies Inc | 171,743 | $5.19M | 0.00% | +77,622+82.5% | Added |
| New York State Common Retirement Fund | 161,803 | $4.89M | 0.01% | +7,575+4.9% | Added |
| Goldman Sachs Group Inc | 157,957 | $4.77M | 0.00% | −585−0.4% | Reduced |
| Davenport & Co LLC | 151,505 | $4.58M | 0.04% | −68,226−31.0% | Reduced |
| Morgan Stanley | 150,030 | $4.53M | 0.00% | +54,336+56.8% | Added |
| Tiger Management L.L.C. | 150,000 | $4.53M | 2.86% | +150,000 | New |
| Millennium Management LLC | 148,719 | $4.49M | 0.00% | −90,467−37.8% | Reduced |
| Bank of America Corp | 127,745 | $3.86M | 0.00% | +11,428+9.8% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $3.39M | 6.76% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 105,388 | $3.18M | 1.57% | +21,890+26.2% | Added |
| Captrust Financial Advisors | 103,112 | $3.11M | 0.02% | +103,112 | New |
| Voloridge Investment Management, LLC | 101,329 | $3.06M | 0.02% | −19,741−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 97,377 | $2.94M | 0.01% | −209−0.2% | Reduced |
| Raymond James & Associates | 96,668 | $2.92M | 0.00% | −417−0.4% | Reduced |
| Hantz Financial Services, Inc. | 94,407 | $2.85M | 0.09% | +6,069+6.9% | Added |
| Motley Fool Wealth Management, LLC | 86,811 | $2.62M | 0.18% | −1,252−1.4% | Reduced |
| Deutsche Bank AG | 86,191 | $2.60M | 0.00% | +13,892+19.2% | Added |
| Bragg Financial Advisors, Inc | 81,279 | $2.45M | 0.15% | +81,279 | New |
| Renaissance Technologies LLC | 79,900 | $2.41M | 0.00% | −91,800−53.5% | Reduced |
| Swiss National Bank | 79,400 | $2.40M | 0.00% | +1,500+1.9% | Added |
| Profit Investment Management, LLC | 76,181 | $2.30M | 1.62% | 00.0% | Unchanged |
| Algert Global LLC | 68,464 | $2.07M | 0.11% | −18,747−21.5% | Reduced |
| TD Asset Management Inc | 66,292 | $2.00M | 0.00% | +1,618+2.5% | Added |
| RE Advisers Corp | 59,900 | $1.81M | 0.05% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 58,456 | $1.77M | 0.11% | −48,838−45.5% | Reduced |
| JPMorgan Chase & Co | 54,112 | $1.63M | 0.00% | +6,989+14.8% | Added |
| Squarepoint Ops LLC | 52,434 | $1.58M | 0.01% | +16,451+45.7% | Added |
| Motley Fool Asset Management LLC | 51,278 | $1.55M | 0.17% | +10,938+27.1% | Added |
| Palogic Value Management, L.P. | 50,000 | $1.51M | 0.79% | +50,000 | New |
| Royce & Associates LP | 49,745 | $1.50M | 0.02% | +7,900+18.9% | Added |
| Rhumbline Advisers | 46,064 | $1.39M | 0.00% | +2,814+6.5% | Added |
| Trillium Asset Management, LLC | 44,074 | $1.33M | 0.04% | −4,675−9.6% | Reduced |
| Advisory Services Network, LLC | 43,433 | $1.31M | 0.04% | −996−2.2% | Reduced |
| California State Teachers Retirement System | 41,663 | $1.26M | 0.00% | +465+1.1% | Added |
| Alliancebernstein L.P. | 41,029 | $1.24M | 0.00% | −100−0.2% | Reduced |
| Wells Fargo & Company | 38,885 | $1.17M | 0.00% | +9,139+30.7% | Added |
| Susquehanna International Group, LLP | 35,932 | $1.09M | 0.00% | −36,540−50.4% | Reduced |
| Russell Investments Group, Ltd. | 31,784 | $959.9K | 0.00% | −1,469−4.4% | Reduced |
| Jump Financial, LLC | 30,156 | $910.7K | 0.05% | +30,156 | New |
| SEI Investments Co | 29,732 | $897.9K | 0.00% | +3,704+14.2% | Added |
| State of Wisconsin Investment Board | 29,402 | $887.9K | 0.00% | +4,378+17.5% | Added |
| Legal & General Group Plc | 28,579 | $863.2K | 0.00% | −1,204−4.0% | Reduced |
| Signaturefd, LLC | 28,241 | $852.9K | 0.02% | +651+2.4% | Added |
| Stifel Financial Corp | 26,689 | $806.0K | 0.00% | −5,100−16.0% | Reduced |
| EJF Capital LLC | 25,821 | $779.8K | 0.24% | −5,693−18.1% | Reduced |
| Invesco Ltd. | 25,168 | $760.1K | 0.00% | −1,135−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 24,898 | $751.9K | 0.00% | +4,940+24.8% | Added |
| Patriot Investment Management Inc. | 19,068 | $631.0K | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 20,576 | $621.4K | 0.00% | −1,770−7.9% | Reduced |
| Arcus Capital Partners, LLC | 20,000 | $604.0K | 0.24% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,307 | $553.0K | 0.00% | −441−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $543.6K | 0.09% | 00.0% | Unchanged |
| MetLife Investment Management | 17,593 | $531.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,488 | $467.7K | 0.00% | −56−0.4% | Reduced |
| Jane Street Group, LLC | 14,918 | $450.5K | 0.00% | +7,125+91.4% | Added |
| Rafferty Asset Management, LLC | 13,966 | $421.8K | 0.00% | −3,840−21.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,811 | $417.1K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 13,635 | $411.8K | 0.02% | −220−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 13,300 | $402.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 13,200 | $398.6K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,053 | $394.1K | 0.00% | −1,232−8.6% | Reduced |
| Banc Funds Co LLC | 12,750 | $385.0K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,450 | $376.0K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,430 | $375.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,018 | $362.9K | 0.00% | −11,860−49.7% | Reduced |
| Victory Capital Management Inc | 11,964 | $361.3K | 0.00% | +4,381+57.8% | Added |
| Quadrature Capital Ltd | 11,957 | $360.9K | 0.01% | +11,957 | New |
| CenterBook Partners LP | 11,757 | $355.1K | 0.06% | +11,757 | New |
| First Trust Advisors LP | 11,008 | $332.4K | 0.00% | −16,744−60.3% | Reduced |
| Cubist Systematic Strategies, LLC | 10,716 | $323.6K | 0.00% | −74,282−87.4% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $318.6K | 0.01% | 00.0% | Unchanged |