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, Q1 2023
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2023. 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
- 174
- −14 vs. Q4 2022
- Shares held
- 28.2M
- −1.41M (−4.8%) vs. Q4 2022
- Total value
- $688.3M
- −$207.5M (−23.2%) vs. Q4 2022
- New holders
- 22
- 67 more added
- Sold out
- 36
- 46 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,358,634 | $155.0M | 0.11% | +125,926+2.0% | Added |
| Vanguard Group Inc | 2,476,844 | $60.4M | 0.00% | +26,882+1.1% | Added |
| BlackRock Inc. | 2,448,244 | $59.7M | 0.00% | +122,895+5.3% | Added |
| Diamond Hill Capital Management Inc | 2,193,370 | $53.5M | 0.25% | +81,204+3.8% | Added |
| State Street Corp | 1,320,926 | $32.2M | 0.00% | +128,182+10.7% | Added |
| Ameriprise Financial Inc | 1,199,399 | $29.2M | 0.01% | −1,017,486−45.9% | Reduced |
| Dimensional Fund Advisors LP | 1,191,270 | $29.0M | 0.01% | +217,178+22.3% | Added |
| Southernsun Asset Management, LLC | 920,206 | $22.4M | 2.56% | +546,224+146.1% | Added |
| Federated Hermes, Inc. | 904,130 | $22.0M | 0.06% | −228,034−20.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 720,950 | $17.6M | 0.07% | +720,950 | New |
| Geode Capital Management, LLC | 615,973 | $15.0M | 0.00% | +22,922+3.9% | Added |
| Nuveen Asset Management, LLC | 527,452 | $12.9M | 0.00% | +230,373+77.5% | Added |
| Rheos Capital Works Inc. | 413,000 | $10.1M | 0.56% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 378,182 | $9.22M | 0.01% | −133,009−26.0% | Reduced |
| Salem Investment Counselors Inc | 304,741 | $7.43M | 0.30% | −6,189−2.0% | Reduced |
| Northern Trust Corp | 301,889 | $7.36M | 0.00% | +3,366+1.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 257,058 | $6.26M | 0.02% | +40,818+18.9% | Added |
| D. E. Shaw & Co., Inc. | 253,434 | $6.18M | 0.01% | +6,621+2.7% | Added |
| American Century Companies Inc | 251,814 | $6.05M | 0.00% | +80,071+46.6% | Added |
| Charles Schwab Investment Management Inc | 245,133 | $5.97M | 0.00% | +981+0.4% | Added |
| Two Sigma Advisers, LP | 219,400 | $5.35M | 0.01% | −17,800−7.5% | Reduced |
| Credit Suisse AG | 207,000 | $5.04M | 0.01% | −58,570−22.1% | Reduced |
| Bank of New York Mellon Corp | 188,457 | $4.59M | 0.00% | −5,534−2.9% | Reduced |
| Norges Bank | 186,824 | $4.55M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 175,925 | $4.29M | 0.00% | +48,180+37.7% | Added |
| Goldman Sachs Group Inc | 175,685 | $4.28M | 0.00% | +17,728+11.2% | Added |
| Morgan Stanley | 161,470 | $3.94M | 0.00% | +11,440+7.6% | Added |
| Rice Hall James & Associates, LLC | 160,226 | $3.90M | 0.22% | −69,042−30.1% | Reduced |
| RMB Capital Management, LLC | 150,000 | $3.66M | 0.13% | −50,000−25.0% | Reduced |
| CenterBook Partners LP | 148,827 | $3.63M | 0.51% | +137,070+1,165.9% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $2.74M | 6.29% | 00.0% | Unchanged |
| Captrust Financial Advisors | 106,240 | $2.59M | 0.01% | +3,128+3.0% | Added |
| Commonwealth Equity Services, LLC | 98,480 | $2.40M | 0.01% | +1,103+1.1% | Added |
| Raymond James & Associates | 93,777 | $2.29M | 0.00% | −2,891−3.0% | Reduced |
| Motley Fool Wealth Management, LLC | 88,449 | $2.16M | 0.13% | +1,638+1.9% | Added |
| Two Sigma Investments, LP | 83,252 | $2.03M | 0.01% | −102,787−55.3% | Reduced |
| Deutsche Bank AG | 77,630 | $1.89M | 0.00% | −8,561−9.9% | Reduced |
| Profit Investment Management, LLC | 76,181 | $1.86M | 1.23% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 75,697 | $1.84M | 0.11% | −5,582−6.9% | Reduced |
| Gillson Capital LP | 74,145 | $1.81M | 0.15% | +74,145 | New |
| JPMorgan Chase & Co | 72,757 | $1.77M | 0.00% | +18,645+34.5% | Added |
| TD Asset Management Inc | 71,292 | $1.74M | 0.00% | +5,000+7.5% | Added |
| Swiss National Bank | 71,200 | $1.74M | 0.00% | −8,200−10.3% | Reduced |
| Susquehanna International Group, LLP | 71,073 | $1.73M | 0.00% | +35,141+97.8% | Added |
| Palogic Value Management, L.P. | 60,000 | $1.46M | 0.72% | +10,000+20.0% | Added |
| Marshall Wace, LLP | 59,672 | $1.45M | 0.00% | −276,951−82.3% | Reduced |
| Royce & Associates LP | 57,845 | $1.41M | 0.01% | +8,100+16.3% | Added |
| Motley Fool Asset Management LLC | 54,550 | $1.33M | 0.15% | +3,272+6.4% | Added |
| Tudor Investment Corp Et Al | 51,626 | $1.26M | 0.02% | +51,626 | New |
| RE Advisers Corp | 51,300 | $1.25M | 0.03% | −8,600−14.4% | Reduced |
| Sequoia Financial Advisors, LLC | 51,010 | $1.24M | 0.03% | +51,010 | New |
| Squarepoint Ops LLC | 50,584 | $1.23M | 0.01% | −1,850−3.5% | Reduced |
| Walleye Capital LLC | 48,274 | $1.18M | 0.02% | +48,274 | New |
| Rhumbline Advisers | 46,786 | $1.14M | 0.00% | +722+1.6% | Added |
| Trillium Asset Management, LLC | 48,117 | $1.13M | 0.03% | +4,043+9.2% | Added |
| Balyasny Asset Management LLC | 44,754 | $1.09M | 0.00% | +44,754 | New |
| Wells Fargo & Company | 44,351 | $1.08M | 0.00% | +5,466+14.1% | Added |
| Algert Global LLC | 43,884 | $1.07M | 0.05% | −24,580−35.9% | Reduced |
| Advisory Services Network, LLC | 43,798 | $1.07M | 0.03% | +365+0.8% | Added |
| BNP Paribas Arbitrage, SA | 43,262 | $1.05M | 0.00% | +18,364+73.8% | Added |
| Russell Investments Group, Ltd. | 42,945 | $1.05M | 0.00% | +11,161+35.1% | Added |
| Invesco Ltd. | 42,418 | $1.03M | 0.00% | +17,250+68.5% | Added |
| Graham Capital Management, L.P. | 41,589 | $1.01M | 0.04% | +31,222+301.2% | Added |
| California State Teachers Retirement System | 41,153 | $1.00M | 0.00% | −510−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 41,100 | $1.00M | 0.01% | +41,100 | New |
| Alliancebernstein L.P. | 40,500 | $987.0K | 0.00% | −529−1.3% | Reduced |
| State of Wisconsin Investment Board | 38,354 | $934.7K | 0.00% | +8,952+30.4% | Added |
| Verdad Advisers, LP | 37,500 | $913.9K | 1.84% | +37,500 | New |
| Rafferty Asset Management, LLC | 36,774 | $896.2K | 0.01% | +22,808+163.3% | Added |
| Qube Research & Technologies Ltd | 33,762 | $822.8K | 0.00% | +33,762 | New |
| Cubist Systematic Strategies, LLC | 33,266 | $810.7K | 0.01% | +22,550+210.4% | Added |
| Legal & General Group Plc | 29,405 | $718.2K | 0.00% | +826+2.9% | Added |
| Citadel Advisors LLC | 29,317 | $714.5K | 0.00% | −203,257−87.4% | Reduced |
| Trexquant Investment LP | 28,334 | $690.5K | 0.02% | +18,138+177.9% | Added |
| Signaturefd, LLC | 28,281 | $689.2K | 0.02% | +40+0.1% | Added |
| UBS Group AG | 27,466 | $669.3K | 0.00% | +15,448+128.5% | Added |
| Jane Street Group, LLC | 26,845 | $654.2K | 0.00% | +11,927+80.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 25,467 | $620.6K | 0.00% | +17,795+231.9% | Added |
| SG Americas Securities, LLC | 25,058 | $611.0K | 0.01% | +19,945+390.1% | Added |
| Emerald Mutual Fund Advisers Trust | 25,010 | $609.5K | 0.04% | −33,446−57.2% | Reduced |
| UBS Asset Management Americas Inc | 23,115 | $563.3K | 0.00% | +2,539+12.3% | Added |
| Voloridge Investment Management, LLC | 21,952 | $535.0K | 0.00% | −79,377−78.3% | Reduced |
| Arcus Capital Partners, LLC | 20,000 | $487.4K | 0.17% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 19,530 | $476.0K | 0.00% | +19,530 | New |
| New York Life Investment Management LLC | 19,385 | $472.4K | 0.01% | +19,385 | New |
| Janus Henderson Group PLC | 19,306 | $470.2K | 0.00% | +6,253+47.9% | Added |
| Versor Investments LP | 19,258 | $469.3K | 0.06% | +19,258 | New |
| Price T Rowe Associates Inc | 18,752 | $457.0K | 0.00% | +445+2.4% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $438.7K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 17,593 | $428.7K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 17,583 | $428.5K | 0.04% | −1,485−7.8% | Reduced |
| New York State Common Retirement Fund | 17,282 | $421.2K | 0.00% | −144,521−89.3% | Reduced |
| Standard Life Aberdeen plc | 16,293 | $397.1K | 0.00% | −582,792−97.3% | Reduced |
| American International Group, Inc. | 15,803 | $385.1K | 0.00% | +315+2.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $350.5K | 0.00% | +572+4.1% | Added |
| Parsons Capital Management Inc | 13,700 | $333.9K | 0.03% | +1,250+10.0% | Added |
| Stock Yards Bank & Trust Co | 13,300 | $324.0K | 0.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $311.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,683 | $309.1K | 0.01% | +12,683 | New |
| Voya Investment Management LLC | 12,430 | $302.9K | 0.00% | 00.0% | Unchanged |