Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 162 institutions
Q1 2021: 166 institutionsQ2 2021: 164 institutionsQ3 2021: 166 institutionsQ4 2021: 212 institutionsQ1 2022: 208 institutionsQ2 2022: 174 institutionsQ3 2022: 188 institutionsQ4 2022: 189 institutionsQ1 2023: 174 institutionsQ2 2023: 162 institutionsQ3 2023: 174 institutionsQ4 2023: 192 institutionsQ1 2024: 199 institutionsQ2 2024: 198 institutionsQ3 2024: 211 institutionsQ4 2024: 216 institutionsQ1 2025: 224 institutionsQ2 2025: 210 institutionsQ3 2025: 223 institutionsQ4 2025: 229 institutionsQ1 2026: 228 institutionsQ2 2026: 239 institutions
Value heldQ2 2023: $729.5M
Q1 2021: $1.56BQ2 2021: $1.45BQ3 2021: $1.61BQ4 2021: $2.38BQ1 2022: $1.46BQ2 2022: $988.4MQ3 2022: $864.6MQ4 2022: $895.8MQ1 2023: $688.3MQ2 2023: $729.5MQ3 2023: $817.3MQ4 2023: $1.30BQ1 2024: $1.19BQ2 2024: $1.04BQ3 2024: $1.41BQ4 2024: $1.20BQ1 2025: $803.6MQ2 2025: $918.7MQ3 2025: $1.07BQ4 2025: $1.12BQ1 2026: $1.08BQ2 2026: $1.34B
Institutions holding LOB and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.34B
Q1 2026228$1.08B
Q4 2025229$1.12B
Q3 2025223$1.07B
Q2 2025210$918.7M
Q1 2025224$803.6M
Q4 2024216$1.20B
Q3 2024211$1.41B
Q2 2024198$1.04B
Q1 2024199$1.19B
Q4 2023192$1.30B
Q3 2023174$817.3M
Q2 2023162$729.5M
Q1 2023174$688.3M
Q4 2022189$895.8M
Q3 2022188$864.6M
Q2 2022174$988.4M
Q1 2022208$1.46B
Q4 2021212$2.38B
Q3 2021166$1.61B
Q2 2021164$1.45B
Q1 2021166$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.

Institutions holding LOB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Howe & Rusling Inc8,985$236.4K0.03%+8,985New
Quent Capital, LLC8,900$234.2K0.04%00.0%Unchanged
Smith, Salley & Associates8,604$226.4K0.02%00.0%Unchanged
Jane Street Group, LLC8,407$221.2K0.00%−18,438−68.7%Reduced
LPL Financial LLC8,339$219.4K0.00%+8,339New
Allegiance Financial Group Advisory Services LLC7,983$210.0K0.12%+7,983New
Centaurus Financial, Inc.7,665$202.0K0.02%−375−4.7%Reduced
Royal Bank of Canada7,380$195.0K0.00%+1,497+25.4%Added
State of Tennessee, Treasury Department7,400$194.7K0.00%+7,400New
Hamilton Capital Partners Inc.6,400$168.4K0.06%+6,400New
Capital Impact Advisors, LLC5,631$148.2K0.16%00.0%Unchanged
Rockefeller Capital Management L.P.5,530$145.5K0.00%+5,530New
Quantbot Technologies LP5,239$137.8K0.01%+5,239New
Public Employees Retirement Association of Colorado5,214$137.0K0.00%00.0%Unchanged
US Bancorp4,605$121.2K0.00%−501−9.8%Reduced
Global Retirement Partners, LLC4,375$115.1K0.01%+4+0.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,120$108.4K0.00%00.0%Unchanged
Amalgamated Bank3,290$87.0K0.00%−1,046−24.1%Reduced
Concord Wealth Partners3,254$85.6K0.02%+3,226+11,521.4%Added
FMR LLC3,146$82.8K0.00%+633+25.2%Added
Amundi2,911$77.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,492$65.6K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,775$46.7K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC1,600$42.1K0.01%00.0%Unchanged
Central Bank & Trust Co1,221$32.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC1,100$28.9K0.00%+1,000+1,000.0%Added
Quadrant Capital Group LLC1,028$27.0K0.00%−46−4.3%Reduced
Cary Street Partner Investment Advisory LLC1,000$26.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)877$23.1K0.00%−72−7.6%Reduced
Allspring Global Investments Holdings, LLC835$22.0K0.00%+73+9.6%Added
Whittier Trust Co of Nevada Inc735$19.3K0.00%00.0%Unchanged
Barclays PLC731$19.2K0.00%+731New
Great West Life Assurance Co686$18.0K0.00%−1,122−62.1%Reduced
Riverview Trust Co684$18.0K0.02%+251+58.0%Added
Tilia Fiduciary Partners, Inc.529$13.9K0.01%−283−34.9%Reduced
Center for Financial Planning, Inc.500$13.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC500$13.2K0.00%+500New
Bartlett & Co. LLC500$13.0K0.00%+500New
Whittier Trust Co412$10.8K0.00%−3,114−88.3%Reduced
Quarry LP203$5.34K0.00%+203New
Huntington National Bank200$5.26K0.00%00.0%Unchanged
Providence Capital Advisors, LLC200$5.26K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.174$4.00K0.00%00.0%Unchanged
CWM, LLC102$3.00K0.00%+19+22.9%Added
Toth Financial Advisory Corp100$2.63K0.00%00.0%Unchanged
Bank of Montreal92$2.47K0.00%−1,704−94.9%Reduced
Parallel Advisors, LLC80$2.10K0.00%−89−52.7%Reduced
Hantz Financial Services, Inc.85$2.00K0.00%−172−66.9%Reduced
Baldwin Brothers Inc50$1.32K0.00%00.0%Unchanged
Abound Wealth Management40$1.05K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.54$1.00K0.00%00.0%Unchanged
Covestor Ltd37$1.00K0.00%+22+146.7%Added
Allworth Financial LP33$8690.00%+8+32.0%Added
Nalls Sherbakoff Group, LLC31$6780.00%00.0%Unchanged
Lindbrook Capital, LLC23$6050.00%+15+187.5%Added
Colonial Trust Advisors22$5830.00%00.0%Unchanged
JFS Wealth Advisors, LLC17$4480.00%+17New
Clean Yield Group16$4210.00%00.0%Unchanged
Missouri Trust & Investment Co16$4210.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2110.00%+7+700.0%Added
Disciplined Investments, LLC6$1580.00%+6New
NewSquare Capital LLC0$10.00%0Unchanged
Rheos Capital Works Inc.0$00.00%−413,000−100.0%Sold out
Gillson Capital LP0$00.00%−74,145−100.0%Sold out
Marshall Wace, LLP0$00.00%−59,672−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−51,626−100.0%Sold out
Walleye Capital LLC0$00.00%−48,274−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−41,589−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−41,100−100.0%Sold out
Verdad Advisers, LP0$00.00%−37,500−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−33,762−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−33,266−100.0%Sold out
Trexquant Investment LP0$00.00%−28,334−100.0%Sold out
SG Americas Securities, LLC0$00.00%−25,058−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−16,293−100.0%Sold out
PDT Partners, LLC0$00.00%−10,390−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−8,744−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,376−100.0%Sold out
STRS Ohio0$00.00%−6,500−100.0%Sold out
Point72 Middle East FZE0$00.00%−5,278−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,894−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−175−100.0%Sold out
Rise Advisors, LLC0$00.00%−123−100.0%Sold out
Syverson Strege & Co0$00.00%−116−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−85−100.0%Sold out
Manchester Capital Management LLC0$00.00%−67−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−58−100.0%Sold out
Ellevest, Inc.0$00.00%−41−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−35−100.0%Sold out
Schubert & Co0$00.00%−2−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−19−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−50−100.0%Sold out