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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 10,416 | $315.0K | 0.00% | +6,756+184.6% | Added |
| PDT Partners, LLC | 10,387 | $313.7K | 0.05% | −6,965−40.1% | Reduced |
| Graham Capital Management, L.P. | 10,367 | $313.1K | 0.01% | −11,864−53.4% | Reduced |
| Trexquant Investment LP | 10,196 | $307.9K | 0.01% | +10,196 | New |
| Arizona State Retirement System | 9,285 | $280.4K | 0.00% | +358+4.0% | Added |
| ExodusPoint Capital Management, LP | 8,704 | $263.0K | 0.00% | −22,424−72.0% | Reduced |
| Smith, Salley & Associates | 8,604 | $259.8K | 0.02% | +900+11.7% | Added |
| LPL Financial LLC | 8,370 | $252.8K | 0.00% | +10.0% | Added |
| Gsa Capital Partners LLP | 8,255 | $249.0K | 0.03% | −10,913−56.9% | Reduced |
| Apollon Wealth Management, LLC | 8,212 | $248.0K | 0.02% | −400−4.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 7,982 | $241.1K | 0.23% | +7,982 | New |
| Fuller & Thaler Asset Management, Inc. | 7,672 | $232.0K | 0.00% | −925−10.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,576 | $228.8K | 0.00% | −2,198−22.5% | Reduced |
| Peachtree Investment Partners, LLC | 7,521 | $227.1K | 0.14% | +7+0.1% | Added |
| Handelsbanken Fonder AB | 6,900 | $208.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,832 | $206.0K | 0.00% | +6,800+21,250.0% | Added |
| Aigen Investment Management, LP | 6,812 | $205.7K | 0.03% | +6,812 | New |
| Centaurus Financial, Inc. | 6,590 | $199.0K | 0.02% | +200+3.1% | Added |
| STRS Ohio | 6,500 | $196.0K | 0.00% | +6,500 | New |
| Capital Impact Advisors, LLC | 5,631 | $170.1K | 0.17% | −879−13.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,463 | $165.1K | 0.00% | +616+12.7% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $157.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,113 | $154.0K | 0.00% | −18,141−78.0% | Reduced |
| Amalgamated Bank | 5,038 | $152.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,200 | $126.8K | 0.00% | −6,462−60.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $124.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,065 | $122.8K | 0.00% | +259+6.8% | Added |
| Whittier Trust Co | 3,526 | $106.5K | 0.00% | +1,883+114.6% | Added |
| Global Retirement Partners, LLC | 3,202 | $96.7K | 0.01% | +1,327+70.8% | Added |
| Concord Wealth Partners | 3,080 | $93.0K | 0.03% | +3,080 | New |
| Rockefeller Capital Management L.P. | 3,088 | $93.0K | 0.00% | −44−1.4% | Reduced |
| Amundi | 2,911 | $92.5K | 0.00% | +2,911 | New |
| Carolinas Wealth Consulting LLC | 3,000 | $90.6K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,836 | $85.7K | 0.00% | +43+1.5% | Added |
| Ameritas Investment Partners, Inc. | 2,492 | $78.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,994 | $60.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,942 | $59.0K | 0.00% | −16,641−89.5% | Reduced |
| Great West Life Assurance Co | 1,808 | $55.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $48.3K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,500 | $45.3K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,497 | $45.2K | 0.00% | −33−2.2% | Reduced |
| Aquatic Capital Management LLC | 1,500 | $45.0K | 0.00% | +1,400+1,400.0% | Added |
| Citigroup Inc | 1,482 | $44.8K | 0.00% | −872−37.0% | Reduced |
| Central Bank & Trust Co | 1,221 | $36.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 810 | $24.5K | 0.00% | −6−0.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 803 | $24.2K | 0.02% | +1+0.1% | Added |
| Dark Forest Capital Management LP | 773 | $23.3K | 0.01% | +773 | New |
| Whittier Trust Co of Nevada Inc | 735 | $22.2K | 0.00% | +389+112.4% | Added |
| Group One Trading, L.P. | 717 | $21.7K | 0.00% | +717 | New |
| Quadrant Capital Group LLC | 624 | $18.8K | 0.00% | +151+31.9% | Added |
| Center for Financial Planning, Inc. | 500 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 466 | $14.1K | 0.00% | −5,211−91.8% | Reduced |
| Simplex Trading, LLC | 433 | $13.0K | 0.00% | −159−26.9% | Reduced |
| Riverview Trust Co | 433 | $13.0K | 0.01% | +433 | New |
| Roble, Belko & Company, Inc | 401 | $12.0K | 0.00% | +401 | New |
| Ellevest, Inc. | 363 | $11.0K | 0.00% | +363 | New |
| Huntington National Bank | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $6.04K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $5.00K | 0.00% | +174 | New |
| Parallel Advisors, LLC | 143 | $4.32K | 0.00% | +137+2,283.3% | Added |
| Rise Advisors, LLC | 122 | $3.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $3.59K | 0.00% | +119 | New |
| Lindbrook Capital, LLC | 115 | $3.47K | 0.00% | −66−36.5% | Reduced |
| Anchor Investment Management, LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $2.57K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 82 | $2.48K | 0.00% | +82 | New |
| SJS Investment Consulting Inc. | 67 | $2.02K | 0.00% | +63+1,575.0% | Added |
| Baldwin Brothers Inc | 50 | $1.51K | 0.00% | −750−93.8% | Reduced |
| Abound Wealth Management | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 37 | $1.12K | 0.00% | +37 | New |
| Clearstead Advisors, LLC | 35 | $1.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 29 | $876 | 0.00% | −320−91.7% | Reduced |
| Colonial Trust Advisors | 22 | $667 | 0.00% | +22 | New |
| Clean Yield Group | 16 | $483 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $453 | 0.00% | −191−92.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 10 | $302 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $272 | 0.00% | −11−55.0% | Reduced |
| Disciplined Investments, LLC | 6 | $181 | 0.00% | −1−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $60 | 0.00% | −93−97.9% | Reduced |
| NewSquare Capital LLC | 0 | $1 | 0.00% | 0 | New |
| Covestor Ltd | 12 | $0 | 0.00% | +6+100.0% | Added |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −99,455−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −99,142−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −36,253−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −34,777−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −23,969−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,368−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,638−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,339−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,002−100.0% | Sold out |