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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +3+25.0% | Added |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 50 | $0 | 0.00% | +50 | New |
| NewSquare Capital LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| SJS Investment Consulting Inc. | 1 | $25 | 0.00% | −66−98.5% | Reduced |
| Schubert & Co | 2 | $49 | 0.00% | −7−77.8% | Reduced |
| Lindbrook Capital, LLC | 8 | $195 | 0.00% | −107−93.0% | Reduced |
| Missouri Trust & Investment Co | 16 | $390 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $390 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $539 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $610 | 0.00% | −4−13.8% | Reduced |
| Concord Wealth Partners | 28 | $682 | 0.00% | −3,052−99.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 31 | $753 | 0.00% | +31 | New |
| Clearstead Advisors, LLC | 35 | $859 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $976 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 41 | $999 | 0.00% | −322−88.7% | Reduced |
| McClarren Financial Advisors, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 58 | $1.41K | 0.00% | −752−92.8% | Reduced |
| Manchester Capital Management LLC | 67 | $1.63K | 0.00% | +67 | New |
| CWM, LLC | 83 | $2.00K | 0.00% | +56+207.4% | Added |
| Pittenger & Anderson Inc | 85 | $2.07K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 116 | $2.83K | 0.00% | +116 | New |
| Rise Advisors, LLC | 123 | $2.99K | 0.00% | +1+0.8% | Added |
| Parallel Advisors, LLC | 169 | $4.12K | 0.00% | +26+18.2% | Added |
| Ameritas Advisory Services, LLC | 175 | $4.17K | 0.00% | +175 | New |
| Huntington National Bank | 200 | $4.87K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 257 | $6.00K | 0.00% | −94,150−99.7% | Reduced |
| Riverview Trust Co | 433 | $10.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 582 | $14.0K | 0.00% | −6,250−91.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 735 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 762 | $18.6K | 0.00% | −735−49.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 812 | $19.8K | 0.02% | +9+1.1% | Added |
| Tower Research Capital LLC (TRC) | 949 | $23.0K | 0.00% | −993−51.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,000 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,074 | $26.2K | 0.00% | +450+72.1% | Added |
| Central Bank & Trust Co | 1,221 | $29.7K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,256 | $30.6K | 0.00% | −226−15.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $39.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,775 | $43.3K | 0.00% | −219−11.0% | Reduced |
| Great West Life Assurance Co | 1,808 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $60.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,513 | $61.2K | 0.00% | −323−11.4% | Reduced |
| Bank of Montreal | 1,796 | $62.1K | 0.00% | +1,796 | New |
| Amundi | 2,911 | $70.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,526 | $85.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,371 | $94.9K | 0.01% | +1,169+36.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $100.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,336 | $106.0K | 0.00% | −702−13.9% | Reduced |
| Group One Trading, L.P. | 4,894 | $119.3K | 0.01% | +4,177+582.6% | Added |
| US Bancorp | 5,106 | $124.4K | 0.00% | +1,041+25.6% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $127.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,248 | $127.9K | 0.00% | −215−3.9% | Reduced |
| Point72 Middle East FZE | 5,278 | $128.6K | 0.01% | +5,278 | New |
| Capital Impact Advisors, LLC | 5,631 | $137.2K | 0.17% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,883 | $145.0K | 0.00% | −4,533−43.5% | Reduced |
| Dark Forest Capital Management LP | 6,229 | $151.8K | 0.04% | +5,456+705.8% | Added |
| STRS Ohio | 6,500 | $158.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,040 | $196.0K | 0.02% | +1,450+22.0% | Added |
| Boothbay Fund Management, LLC | 8,376 | $204.1K | 0.01% | +8,376 | New |
| Smith, Salley & Associates | 8,604 | $209.7K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,744 | $213.1K | 0.00% | +1,168+15.4% | Added |
| Quent Capital, LLC | 8,900 | $213.9K | 0.04% | −4,300−32.6% | Reduced |
| Arizona State Retirement System | 9,558 | $232.9K | 0.00% | +273+2.9% | Added |
| PDT Partners, LLC | 10,390 | $253.2K | 0.03% | +30.0% | Added |
| Summit Trail Advisors, LLC | 10,646 | $259.4K | 0.01% | +96+0.9% | Added |
| Millennium Management LLC | 11,895 | $290.0K | 0.00% | −136,824−92.0% | Reduced |
| SEI Investments Co | 11,973 | $291.8K | 0.00% | −17,759−59.7% | Reduced |
| Victory Capital Management Inc | 12,137 | $295.8K | 0.00% | +173+1.4% | Added |
| Voya Investment Management LLC | 12,430 | $302.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,683 | $309.1K | 0.01% | +12,683 | New |
| Banc Funds Co LLC | 12,750 | $311.0K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,300 | $324.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,700 | $333.9K | 0.03% | +1,250+10.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $350.5K | 0.00% | +572+4.1% | Added |
| American International Group, Inc. | 15,803 | $385.1K | 0.00% | +315+2.0% | Added |
| Standard Life Aberdeen plc | 16,293 | $397.1K | 0.00% | −582,792−97.3% | Reduced |
| New York State Common Retirement Fund | 17,282 | $421.2K | 0.00% | −144,521−89.3% | Reduced |
| Patriot Investment Management Inc. | 17,583 | $428.5K | 0.04% | −1,485−7.8% | Reduced |
| MetLife Investment Management | 17,593 | $428.7K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $438.7K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,752 | $457.0K | 0.00% | +445+2.4% | Added |
| Versor Investments LP | 19,258 | $469.3K | 0.06% | +19,258 | New |
| Janus Henderson Group PLC | 19,306 | $470.2K | 0.00% | +6,253+47.9% | Added |
| New York Life Investment Management LLC | 19,385 | $472.4K | 0.01% | +19,385 | New |
| Westwood Holdings Group Inc. | 19,530 | $476.0K | 0.00% | +19,530 | New |
| Arcus Capital Partners, LLC | 20,000 | $487.4K | 0.17% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 21,952 | $535.0K | 0.00% | −79,377−78.3% | Reduced |
| UBS Asset Management Americas Inc | 23,115 | $563.3K | 0.00% | +2,539+12.3% | Added |
| Emerald Mutual Fund Advisers Trust | 25,010 | $609.5K | 0.04% | −33,446−57.2% | Reduced |
| SG Americas Securities, LLC | 25,058 | $611.0K | 0.01% | +19,945+390.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 25,467 | $620.6K | 0.00% | +17,795+231.9% | Added |
| Jane Street Group, LLC | 26,845 | $654.2K | 0.00% | +11,927+80.0% | Added |
| UBS Group AG | 27,466 | $669.3K | 0.00% | +15,448+128.5% | Added |
| Signaturefd, LLC | 28,281 | $689.2K | 0.02% | +40+0.1% | Added |