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 |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | +6+100.0% | Added |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| NewSquare Capital LLC | 0 | $1 | 0.00% | 0 | New |
| TCI Wealth Advisors, Inc. | 2 | $60 | 0.00% | −93−97.9% | Reduced |
| Disciplined Investments, LLC | 6 | $181 | 0.00% | −1−14.3% | Reduced |
| Schubert & Co | 9 | $272 | 0.00% | −11−55.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 10 | $302 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $453 | 0.00% | −191−92.7% | Reduced |
| Clean Yield Group | 16 | $483 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $667 | 0.00% | +22 | New |
| Allworth Financial LP | 29 | $876 | 0.00% | −320−91.7% | Reduced |
| McClarren Financial Advisors, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Clearstead Advisors, LLC | 35 | $1.06K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 37 | $1.12K | 0.00% | +37 | New |
| Abound Wealth Management | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $1.51K | 0.00% | −750−93.8% | Reduced |
| SJS Investment Consulting Inc. | 67 | $2.02K | 0.00% | +63+1,575.0% | Added |
| Northwestern Mutual Wealth Management Co | 82 | $2.48K | 0.00% | +82 | New |
| Pittenger & Anderson Inc | 85 | $2.57K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 115 | $3.47K | 0.00% | −66−36.5% | Reduced |
| Farther Finance Advisors, LLC | 119 | $3.59K | 0.00% | +119 | New |
| Rise Advisors, LLC | 122 | $3.70K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 143 | $4.32K | 0.00% | +137+2,283.3% | Added |
| Semmax Financial Advisors Inc. | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $5.00K | 0.00% | +174 | New |
| Huntington National Bank | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 363 | $11.0K | 0.00% | +363 | New |
| Roble, Belko & Company, Inc | 401 | $12.0K | 0.00% | +401 | New |
| Simplex Trading, LLC | 433 | $13.0K | 0.00% | −159−26.9% | Reduced |
| Riverview Trust Co | 433 | $13.0K | 0.01% | +433 | New |
| Quantbot Technologies LP | 466 | $14.1K | 0.00% | −5,211−91.8% | Reduced |
| Center for Financial Planning, Inc. | 500 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 624 | $18.8K | 0.00% | +151+31.9% | Added |
| Group One Trading, L.P. | 717 | $21.7K | 0.00% | +717 | New |
| Whittier Trust Co of Nevada Inc | 735 | $22.2K | 0.00% | +389+112.4% | Added |
| Dark Forest Capital Management LP | 773 | $23.3K | 0.01% | +773 | New |
| Tilia Fiduciary Partners, Inc. | 803 | $24.2K | 0.02% | +1+0.1% | Added |
| The PNC Financial Services Group, Inc. | 810 | $24.5K | 0.00% | −6−0.7% | Reduced |
| Fifth Third Bancorp | 1,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,000 | $30.2K | 0.00% | +1,000 | New |
| Central Bank & Trust Co | 1,221 | $36.9K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,482 | $44.8K | 0.00% | −872−37.0% | Reduced |
| Aquatic Capital Management LLC | 1,500 | $45.0K | 0.00% | +1,400+1,400.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,497 | $45.2K | 0.00% | −33−2.2% | Reduced |
| Glassman Wealth Services | 1,500 | $45.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $48.3K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,942 | $59.0K | 0.00% | −16,641−89.5% | Reduced |
| Metropolitan Life Insurance Co | 1,994 | $60.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $78.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,836 | $85.7K | 0.00% | +43+1.5% | Added |
| Carolinas Wealth Consulting LLC | 3,000 | $90.6K | 0.02% | 00.0% | Unchanged |
| Amundi | 2,911 | $92.5K | 0.00% | +2,911 | New |
| Rockefeller Capital Management L.P. | 3,088 | $93.0K | 0.00% | −44−1.4% | Reduced |
| Concord Wealth Partners | 3,080 | $93.0K | 0.03% | +3,080 | New |
| Global Retirement Partners, LLC | 3,202 | $96.7K | 0.01% | +1,327+70.8% | Added |
| Whittier Trust Co | 3,526 | $106.5K | 0.00% | +1,883+114.6% | Added |
| US Bancorp | 4,065 | $122.8K | 0.00% | +259+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $124.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,200 | $126.8K | 0.00% | −6,462−60.6% | Reduced |
| Amalgamated Bank | 5,038 | $152.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,113 | $154.0K | 0.00% | −18,141−78.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $157.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,463 | $165.1K | 0.00% | +616+12.7% | Added |
| Capital Impact Advisors, LLC | 5,631 | $170.1K | 0.17% | −879−13.5% | Reduced |
| STRS Ohio | 6,500 | $196.0K | 0.00% | +6,500 | New |
| Centaurus Financial, Inc. | 6,590 | $199.0K | 0.02% | +200+3.1% | Added |
| Aigen Investment Management, LP | 6,812 | $205.7K | 0.03% | +6,812 | New |
| Nisa Investment Advisors, LLC | 6,832 | $206.0K | 0.00% | +6,800+21,250.0% | Added |
| Handelsbanken Fonder AB | 6,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 7,521 | $227.1K | 0.14% | +7+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,576 | $228.8K | 0.00% | −2,198−22.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,672 | $232.0K | 0.00% | −925−10.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 7,982 | $241.1K | 0.23% | +7,982 | New |
| Apollon Wealth Management, LLC | 8,212 | $248.0K | 0.02% | −400−4.6% | Reduced |
| Gsa Capital Partners LLP | 8,255 | $249.0K | 0.03% | −10,913−56.9% | Reduced |
| LPL Financial LLC | 8,370 | $252.8K | 0.00% | +10.0% | Added |
| Smith, Salley & Associates | 8,604 | $259.8K | 0.02% | +900+11.7% | Added |
| ExodusPoint Capital Management, LP | 8,704 | $263.0K | 0.00% | −22,424−72.0% | Reduced |
| Arizona State Retirement System | 9,285 | $280.4K | 0.00% | +358+4.0% | Added |
| Trexquant Investment LP | 10,196 | $307.9K | 0.01% | +10,196 | New |
| Graham Capital Management, L.P. | 10,367 | $313.1K | 0.01% | −11,864−53.4% | Reduced |
| PDT Partners, LLC | 10,387 | $313.7K | 0.05% | −6,965−40.1% | Reduced |
| Royal Bank of Canada | 10,416 | $315.0K | 0.00% | +6,756+184.6% | Added |
| Summit Trail Advisors, LLC | 10,550 | $318.6K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,716 | $323.6K | 0.00% | −74,282−87.4% | Reduced |
| First Trust Advisors LP | 11,008 | $332.4K | 0.00% | −16,744−60.3% | Reduced |
| CenterBook Partners LP | 11,757 | $355.1K | 0.06% | +11,757 | New |
| Quadrature Capital Ltd | 11,957 | $360.9K | 0.01% | +11,957 | New |
| Victory Capital Management Inc | 11,964 | $361.3K | 0.00% | +4,381+57.8% | Added |
| UBS Group AG | 12,018 | $362.9K | 0.00% | −11,860−49.7% | Reduced |
| Voya Investment Management LLC | 12,430 | $375.4K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,450 | $376.0K | 0.03% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $385.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,053 | $394.1K | 0.00% | −1,232−8.6% | Reduced |