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, Q2 2023
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 162
- −12 vs. Q1 2023
- Shares held
- 27.7M
- −518.9K (−1.8%) vs. Q1 2023
- Total value
- $729.5M
- +$41.2M (+6.0%) vs. Q1 2023
- New holders
- 18
- 50 more added
- Sold out
- 30
- 56 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Disciplined Investments, LLC | 6 | $158 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $211 | 0.00% | +7+700.0% | Added |
| Clean Yield Group | 16 | $421 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $421 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $448 | 0.00% | +17 | New |
| Colonial Trust Advisors | 22 | $583 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 23 | $605 | 0.00% | +15+187.5% | Added |
| Nalls Sherbakoff Group, LLC | 31 | $678 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $869 | 0.00% | +8+32.0% | Added |
| McClarren Financial Advisors, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $1.00K | 0.00% | +22+146.7% | Added |
| Abound Wealth Management | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $1.32K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 85 | $2.00K | 0.00% | −172−66.9% | Reduced |
| Parallel Advisors, LLC | 80 | $2.10K | 0.00% | −89−52.7% | Reduced |
| Bank of Montreal | 92 | $2.47K | 0.00% | −1,704−94.9% | Reduced |
| Toth Financial Advisory Corp | 100 | $2.63K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 102 | $3.00K | 0.00% | +19+22.9% | Added |
| Ronald Blue Trust, Inc. | 174 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $5.26K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $5.26K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 203 | $5.34K | 0.00% | +203 | New |
| Whittier Trust Co | 412 | $10.8K | 0.00% | −3,114−88.3% | Reduced |
| Bartlett & Co. LLC | 500 | $13.0K | 0.00% | +500 | New |
| Center for Financial Planning, Inc. | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $13.2K | 0.00% | +500 | New |
| Tilia Fiduciary Partners, Inc. | 529 | $13.9K | 0.01% | −283−34.9% | Reduced |
| Riverview Trust Co | 684 | $18.0K | 0.02% | +251+58.0% | Added |
| Great West Life Assurance Co | 686 | $18.0K | 0.00% | −1,122−62.1% | Reduced |
| Barclays PLC | 731 | $19.2K | 0.00% | +731 | New |
| Whittier Trust Co of Nevada Inc | 735 | $19.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 835 | $22.0K | 0.00% | +73+9.6% | Added |
| Tower Research Capital LLC (TRC) | 877 | $23.1K | 0.00% | −72−7.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,000 | $26.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,028 | $27.0K | 0.00% | −46−4.3% | Reduced |
| Anchor Investment Management, LLC | 1,100 | $28.9K | 0.00% | +1,000+1,000.0% | Added |
| Central Bank & Trust Co | 1,221 | $32.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $42.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,775 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,492 | $65.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,911 | $77.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,146 | $82.8K | 0.00% | +633+25.2% | Added |
| Concord Wealth Partners | 3,254 | $85.6K | 0.02% | +3,226+11,521.4% | Added |
| Amalgamated Bank | 3,290 | $87.0K | 0.00% | −1,046−24.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,120 | $108.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,375 | $115.1K | 0.01% | +4+0.1% | Added |
| US Bancorp | 4,605 | $121.2K | 0.00% | −501−9.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $137.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,239 | $137.8K | 0.01% | +5,239 | New |
| Rockefeller Capital Management L.P. | 5,530 | $145.5K | 0.00% | +5,530 | New |
| Capital Impact Advisors, LLC | 5,631 | $148.2K | 0.16% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,400 | $168.4K | 0.06% | +6,400 | New |
| State of Tennessee, Treasury Department | 7,400 | $194.7K | 0.00% | +7,400 | New |
| Royal Bank of Canada | 7,380 | $195.0K | 0.00% | +1,497+25.4% | Added |
| Centaurus Financial, Inc. | 7,665 | $202.0K | 0.02% | −375−4.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 7,983 | $210.0K | 0.12% | +7,983 | New |
| LPL Financial LLC | 8,339 | $219.4K | 0.00% | +8,339 | New |
| Jane Street Group, LLC | 8,407 | $221.2K | 0.00% | −18,438−68.7% | Reduced |
| Smith, Salley & Associates | 8,604 | $226.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,900 | $234.2K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 8,985 | $236.4K | 0.03% | +8,985 | New |
| Arizona State Retirement System | 9,320 | $245.2K | 0.00% | −238−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 9,554 | $251.4K | 0.00% | +9,554 | New |
| Engineers Gate Manager LP | 9,588 | $252.3K | 0.01% | −3,095−24.4% | Reduced |
| BNP Paribas Arbitrage, SA | 9,989 | $262.8K | 0.00% | −33,273−76.9% | Reduced |
| Victory Capital Management Inc | 10,024 | $263.7K | 0.00% | −2,113−17.4% | Reduced |
| Versor Investments LP | 10,383 | $273.2K | 0.05% | −8,875−46.1% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $277.6K | 0.01% | −96−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,724 | $282.4K | 0.00% | +5,476+104.3% | Added |
| Banc Funds Co LLC | 12,750 | $335.0K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,063 | $343.7K | 0.00% | −4,219−24.4% | Reduced |
| Stock Yards Bank & Trust Co | 13,300 | $349.9K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,384 | $352.1K | 0.00% | +954+7.7% | Added |
| SEI Investments Co | 13,473 | $354.5K | 0.00% | +1,500+12.5% | Added |
| Parsons Capital Management Inc | 13,700 | $360.4K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $368.4K | 0.02% | −11,006−44.0% | Reduced |
| Nisa Investment Advisors, LLC | 14,131 | $371.8K | 0.00% | +13,549+2,328.0% | Added |
| Janus Henderson Group PLC | 14,256 | $374.8K | 0.00% | −5,050−26.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $378.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 16,203 | $426.3K | 0.00% | +400+2.5% | Added |
| New York Life Investment Management LLC | 16,912 | $445.0K | 0.00% | −2,473−12.8% | Reduced |
| Patriot Investment Management Inc. | 17,583 | $462.6K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 17,593 | $462.9K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $473.6K | 0.07% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 18,210 | $479.0K | 0.01% | +18,210 | New |
| Westwood Holdings Group Inc. | 18,953 | $499.0K | 0.00% | −577−3.0% | Reduced |
| Price T Rowe Associates Inc | 19,315 | $509.0K | 0.00% | +563+3.0% | Added |
| Arcus Capital Partners, LLC | 20,000 | $526.2K | 0.16% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 21,220 | $558.3K | 0.00% | −29,364−58.0% | Reduced |
| UBS Asset Management Americas Inc | 23,115 | $563.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 24,508 | $644.8K | 0.13% | +24,508 | New |
| UBS Group AG | 25,782 | $678.3K | 0.00% | −1,684−6.1% | Reduced |
| Voloridge Investment Management, LLC | 25,833 | $679.7K | 0.00% | +3,881+17.7% | Added |
| State of Wisconsin Investment Board | 25,922 | $682.0K | 0.00% | −12,432−32.4% | Reduced |
| Signaturefd, LLC | 28,017 | $737.1K | 0.02% | −264−0.9% | Reduced |
| Legal & General Group Plc | 28,793 | $757.2K | 0.00% | −612−2.1% | Reduced |
| Balyasny Asset Management LLC | 29,225 | $768.9K | 0.00% | −15,529−34.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 29,905 | $786.8K | 0.00% | +4,438+17.4% | Added |
| Russell Investments Group, Ltd. | 34,018 | $895.0K | 0.00% | −8,927−20.8% | Reduced |