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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 12,137 | $295.8K | 0.00% | +173+1.4% | Added |
| SEI Investments Co | 11,973 | $291.8K | 0.00% | −17,759−59.7% | Reduced |
| Millennium Management LLC | 11,895 | $290.0K | 0.00% | −136,824−92.0% | Reduced |
| Summit Trail Advisors, LLC | 10,646 | $259.4K | 0.01% | +96+0.9% | Added |
| PDT Partners, LLC | 10,390 | $253.2K | 0.03% | +30.0% | Added |
| Arizona State Retirement System | 9,558 | $232.9K | 0.00% | +273+2.9% | Added |
| Quent Capital, LLC | 8,900 | $213.9K | 0.04% | −4,300−32.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,744 | $213.1K | 0.00% | +1,168+15.4% | Added |
| Smith, Salley & Associates | 8,604 | $209.7K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,376 | $204.1K | 0.01% | +8,376 | New |
| Centaurus Financial, Inc. | 8,040 | $196.0K | 0.02% | +1,450+22.0% | Added |
| STRS Ohio | 6,500 | $158.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,229 | $151.8K | 0.04% | +5,456+705.8% | Added |
| Royal Bank of Canada | 5,883 | $145.0K | 0.00% | −4,533−43.5% | Reduced |
| Capital Impact Advisors, LLC | 5,631 | $137.2K | 0.17% | 00.0% | Unchanged |
| Point72 Middle East FZE | 5,278 | $128.6K | 0.01% | +5,278 | New |
| Advisor Group Holdings, Inc. | 5,248 | $127.9K | 0.00% | −215−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $127.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,106 | $124.4K | 0.00% | +1,041+25.6% | Added |
| Group One Trading, L.P. | 4,894 | $119.3K | 0.01% | +4,177+582.6% | Added |
| Amalgamated Bank | 4,336 | $106.0K | 0.00% | −702−13.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $100.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,371 | $94.9K | 0.01% | +1,169+36.5% | Added |
| Whittier Trust Co | 3,526 | $85.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,911 | $70.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,796 | $62.1K | 0.00% | +1,796 | New |
| FMR LLC | 2,513 | $61.2K | 0.00% | −323−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,492 | $60.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,808 | $44.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,775 | $43.3K | 0.00% | −219−11.0% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $39.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,256 | $30.6K | 0.00% | −226−15.2% | Reduced |
| Central Bank & Trust Co | 1,221 | $29.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,074 | $26.2K | 0.00% | +450+72.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,000 | $24.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 949 | $23.0K | 0.00% | −993−51.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 812 | $19.8K | 0.02% | +9+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 762 | $18.6K | 0.00% | −735−49.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 735 | $17.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 582 | $14.0K | 0.00% | −6,250−91.5% | Reduced |
| Center for Financial Planning, Inc. | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 433 | $10.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 257 | $6.00K | 0.00% | −94,150−99.7% | Reduced |
| Ronald Blue Trust, Inc. | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $4.87K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 175 | $4.17K | 0.00% | +175 | New |
| Parallel Advisors, LLC | 169 | $4.12K | 0.00% | +26+18.2% | Added |
| Rise Advisors, LLC | 123 | $2.99K | 0.00% | +1+0.8% | Added |
| Syverson Strege & Co | 116 | $2.83K | 0.00% | +116 | New |
| Toth Financial Advisory Corp | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $2.07K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 83 | $2.00K | 0.00% | +56+207.4% | Added |
| Manchester Capital Management LLC | 67 | $1.63K | 0.00% | +67 | New |
| The PNC Financial Services Group, Inc. | 58 | $1.41K | 0.00% | −752−92.8% | Reduced |
| Baldwin Brothers Inc | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 41 | $999 | 0.00% | −322−88.7% | Reduced |
| Abound Wealth Management | 40 | $976 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $859 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 31 | $753 | 0.00% | +31 | New |
| Concord Wealth Partners | 28 | $682 | 0.00% | −3,052−99.1% | Reduced |
| Allworth Financial LP | 25 | $610 | 0.00% | −4−13.8% | Reduced |
| Colonial Trust Advisors | 22 | $539 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $390 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $390 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $195 | 0.00% | −107−93.0% | Reduced |
| Schubert & Co | 2 | $49 | 0.00% | −7−77.8% | Reduced |
| SJS Investment Consulting Inc. | 1 | $25 | 0.00% | −66−98.5% | Reduced |
| NewSquare Capital LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |
| 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 |