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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 28,334 | $690.5K | 0.02% | +18,138+177.9% | Added |
| Citadel Advisors LLC | 29,317 | $714.5K | 0.00% | −203,257−87.4% | Reduced |
| Legal & General Group Plc | 29,405 | $718.2K | 0.00% | +826+2.9% | Added |
| Cubist Systematic Strategies, LLC | 33,266 | $810.7K | 0.01% | +22,550+210.4% | Added |
| Qube Research & Technologies Ltd | 33,762 | $822.8K | 0.00% | +33,762 | New |
| Rafferty Asset Management, LLC | 36,774 | $896.2K | 0.01% | +22,808+163.3% | Added |
| Verdad Advisers, LP | 37,500 | $913.9K | 1.84% | +37,500 | New |
| State of Wisconsin Investment Board | 38,354 | $934.7K | 0.00% | +8,952+30.4% | Added |
| Alliancebernstein L.P. | 40,500 | $987.0K | 0.00% | −529−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 41,100 | $1.00M | 0.01% | +41,100 | New |
| California State Teachers Retirement System | 41,153 | $1.00M | 0.00% | −510−1.2% | Reduced |
| Graham Capital Management, L.P. | 41,589 | $1.01M | 0.04% | +31,222+301.2% | Added |
| Invesco Ltd. | 42,418 | $1.03M | 0.00% | +17,250+68.5% | Added |
| Russell Investments Group, Ltd. | 42,945 | $1.05M | 0.00% | +11,161+35.1% | Added |
| BNP Paribas Arbitrage, SA | 43,262 | $1.05M | 0.00% | +18,364+73.8% | Added |
| Advisory Services Network, LLC | 43,798 | $1.07M | 0.03% | +365+0.8% | Added |
| Algert Global LLC | 43,884 | $1.07M | 0.05% | −24,580−35.9% | Reduced |
| Wells Fargo & Company | 44,351 | $1.08M | 0.00% | +5,466+14.1% | Added |
| Balyasny Asset Management LLC | 44,754 | $1.09M | 0.00% | +44,754 | New |
| Trillium Asset Management, LLC | 48,117 | $1.13M | 0.03% | +4,043+9.2% | Added |
| Rhumbline Advisers | 46,786 | $1.14M | 0.00% | +722+1.6% | Added |
| Walleye Capital LLC | 48,274 | $1.18M | 0.02% | +48,274 | New |
| Squarepoint Ops LLC | 50,584 | $1.23M | 0.01% | −1,850−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 51,010 | $1.24M | 0.03% | +51,010 | New |
| RE Advisers Corp | 51,300 | $1.25M | 0.03% | −8,600−14.4% | Reduced |
| Tudor Investment Corp Et Al | 51,626 | $1.26M | 0.02% | +51,626 | New |
| Motley Fool Asset Management LLC | 54,550 | $1.33M | 0.15% | +3,272+6.4% | Added |
| Royce & Associates LP | 57,845 | $1.41M | 0.01% | +8,100+16.3% | Added |
| Marshall Wace, LLP | 59,672 | $1.45M | 0.00% | −276,951−82.3% | Reduced |
| Palogic Value Management, L.P. | 60,000 | $1.46M | 0.72% | +10,000+20.0% | Added |
| Susquehanna International Group, LLP | 71,073 | $1.73M | 0.00% | +35,141+97.8% | Added |
| Swiss National Bank | 71,200 | $1.74M | 0.00% | −8,200−10.3% | Reduced |
| TD Asset Management Inc | 71,292 | $1.74M | 0.00% | +5,000+7.5% | Added |
| JPMorgan Chase & Co | 72,757 | $1.77M | 0.00% | +18,645+34.5% | Added |
| Gillson Capital LP | 74,145 | $1.81M | 0.15% | +74,145 | New |
| Bragg Financial Advisors, Inc | 75,697 | $1.84M | 0.11% | −5,582−6.9% | Reduced |
| Profit Investment Management, LLC | 76,181 | $1.86M | 1.23% | 00.0% | Unchanged |
| Deutsche Bank AG | 77,630 | $1.89M | 0.00% | −8,561−9.9% | Reduced |
| Two Sigma Investments, LP | 83,252 | $2.03M | 0.01% | −102,787−55.3% | Reduced |
| Motley Fool Wealth Management, LLC | 88,449 | $2.16M | 0.13% | +1,638+1.9% | Added |
| Raymond James & Associates | 93,777 | $2.29M | 0.00% | −2,891−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 98,480 | $2.40M | 0.01% | +1,103+1.1% | Added |
| Captrust Financial Advisors | 106,240 | $2.59M | 0.01% | +3,128+3.0% | Added |
| West Chester Capital Advisors, Inc | 112,344 | $2.74M | 6.29% | 00.0% | Unchanged |
| CenterBook Partners LP | 148,827 | $3.63M | 0.51% | +137,070+1,165.9% | Added |
| RMB Capital Management, LLC | 150,000 | $3.66M | 0.13% | −50,000−25.0% | Reduced |
| Rice Hall James & Associates, LLC | 160,226 | $3.90M | 0.22% | −69,042−30.1% | Reduced |
| Morgan Stanley | 161,470 | $3.94M | 0.00% | +11,440+7.6% | Added |
| Goldman Sachs Group Inc | 175,685 | $4.28M | 0.00% | +17,728+11.2% | Added |
| Bank of America Corp | 175,925 | $4.29M | 0.00% | +48,180+37.7% | Added |
| Norges Bank | 186,824 | $4.55M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 188,457 | $4.59M | 0.00% | −5,534−2.9% | Reduced |
| Credit Suisse AG | 207,000 | $5.04M | 0.01% | −58,570−22.1% | Reduced |
| Two Sigma Advisers, LP | 219,400 | $5.35M | 0.01% | −17,800−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 245,133 | $5.97M | 0.00% | +981+0.4% | Added |
| American Century Companies Inc | 251,814 | $6.05M | 0.00% | +80,071+46.6% | Added |
| D. E. Shaw & Co., Inc. | 253,434 | $6.18M | 0.01% | +6,621+2.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 257,058 | $6.26M | 0.02% | +40,818+18.9% | Added |
| Northern Trust Corp | 301,889 | $7.36M | 0.00% | +3,366+1.1% | Added |
| Salem Investment Counselors Inc | 304,741 | $7.43M | 0.30% | −6,189−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 378,182 | $9.22M | 0.01% | −133,009−26.0% | Reduced |
| Rheos Capital Works Inc. | 413,000 | $10.1M | 0.56% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 527,452 | $12.9M | 0.00% | +230,373+77.5% | Added |
| Geode Capital Management, LLC | 615,973 | $15.0M | 0.00% | +22,922+3.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 720,950 | $17.6M | 0.07% | +720,950 | New |
| Federated Hermes, Inc. | 904,130 | $22.0M | 0.06% | −228,034−20.1% | Reduced |
| Southernsun Asset Management, LLC | 920,206 | $22.4M | 2.56% | +546,224+146.1% | Added |
| Dimensional Fund Advisors LP | 1,191,270 | $29.0M | 0.01% | +217,178+22.3% | Added |
| Ameriprise Financial Inc | 1,199,399 | $29.2M | 0.01% | −1,017,486−45.9% | Reduced |
| State Street Corp | 1,320,926 | $32.2M | 0.00% | +128,182+10.7% | Added |
| Diamond Hill Capital Management Inc | 2,193,370 | $53.5M | 0.25% | +81,204+3.8% | Added |
| BlackRock Inc. | 2,448,244 | $59.7M | 0.00% | +122,895+5.3% | Added |
| Vanguard Group Inc | 2,476,844 | $60.4M | 0.00% | +26,882+1.1% | Added |
| T. Rowe Price Investment Management, Inc. | 6,358,634 | $155.0M | 0.11% | +125,926+2.0% | Added |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −762,754−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −151,505−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −105,388−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −79,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −30,156−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −26,689−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −25,821−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −13,635−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,957−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,008−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,704−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,370−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −8,212−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −7,521−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −466−100.0% | Sold out |