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, Q3 2023
Institutional positions in Live Oak Bancshares, Inc. as of Sep 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
- 174
- +12 vs. Q2 2023
- Shares held
- 28.2M
- +502.8K (+1.8%) vs. Q2 2023
- Total value
- $817.3M
- +$87.8M (+12.0%) vs. Q2 2023
- New holders
- 24
- 61 more added
- Sold out
- 12
- 43 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −29−78.4% | Reduced |
| Steward Financial Group LLC | 28 | $0 | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 8 | $232 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $463 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $642 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $724 | 0.00% | +8+47.1% | Added |
| Nalls Sherbakoff Group, LLC | 31 | $909 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $956 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 37 | $1.04K | 0.00% | +37 | New |
| Abound Wealth Management | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 46 | $1.34K | 0.00% | +46 | New |
| Lindbrook Capital, LLC | 47 | $1.36K | 0.00% | +24+104.3% | Added |
| Barclays PLC | 50 | $1.45K | 0.00% | −681−93.2% | Reduced |
| Baldwin Brothers Inc | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 55 | $2.00K | 0.00% | −30−35.3% | Reduced |
| Parallel Advisors, LLC | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 81 | $2.35K | 0.00% | +81 | New |
| CWM, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 153 | $4.57K | 0.00% | +153 | New |
| Ronald Blue Trust, Inc. | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $5.79K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $5.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 228 | $6.60K | 0.00% | +25+12.3% | Added |
| First Horizon Advisors, Inc. | 400 | $11.6K | 0.00% | +400 | New |
| Whittier Trust Co | 411 | $11.9K | 0.00% | −1−0.2% | Reduced |
| Bartlett & Co. LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 684 | $19.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 735 | $21.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 957 | $27.7K | 0.00% | +957 | New |
| Tower Research Capital LLC (TRC) | 973 | $28.2K | 0.00% | +96+10.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,044 | $30.2K | 0.00% | +16+1.6% | Added |
| Anchor Investment Management, LLC | 1,050 | $30.4K | 0.00% | −50−4.5% | Reduced |
| Central Bank & Trust Co | 1,221 | $35.3K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,386 | $40.1K | 0.00% | +551+66.0% | Added |
| Glassman Wealth Services | 1,500 | $43.4K | 0.01% | +1,500 | New |
| Laurel Wealth Advisors LLC | 1,600 | $46.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,022 | $58.5K | 0.00% | +247+13.9% | Added |
| Toth Financial Advisory Corp | 2,225 | $64.4K | 0.01% | +2,125+2,125.0% | Added |
| Global Retirement Partners, LLC | 2,852 | $78.0K | 0.00% | −1,523−34.8% | Reduced |
| Great West Life Assurance Co | 2,922 | $85.0K | 0.00% | +2,236+325.9% | Added |
| Point72 Middle East FZE | 2,953 | $85.5K | 0.01% | +2,953 | New |
| Concord Wealth Partners | 3,254 | $94.2K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 3,290 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,345 | $96.8K | 0.00% | +853+34.2% | Added |
| FMR LLC | 3,373 | $97.6K | 0.00% | +227+7.2% | Added |
| Aquatic Capital Management LLC | 4,400 | $127.0K | 0.01% | +4,400 | New |
| US Bancorp | 4,605 | $133.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,214 | $151.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,122 | $177.2K | 0.00% | +2,002+48.6% | Added |
| Hamilton Capital Partners Inc. | 6,922 | $200.4K | 0.07% | +522+8.2% | Added |
| Ballentine Partners, LLC | 7,258 | $210.1K | 0.00% | +7,258 | New |
| Quantbot Technologies LP | 7,637 | $221.1K | 0.01% | +2,398+45.8% | Added |
| Centaurus Financial, Inc. | 7,665 | $222.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 7,742 | $224.1K | 0.00% | −597−7.2% | Reduced |
| Qube Research & Technologies Ltd | 8,080 | $233.9K | 0.00% | +8,080 | New |
| State of Tennessee, Treasury Department | 8,241 | $238.6K | 0.00% | +841+11.4% | Added |
| Tudor Investment Corp Et Al | 8,839 | $255.9K | 0.00% | +8,839 | New |
| Quent Capital, LLC | 8,900 | $257.7K | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $259.2K | 0.02% | +350+4.1% | Added |
| Howe & Rusling Inc | 8,985 | $260.1K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,463 | $274.0K | 0.00% | +143+1.5% | Added |
| Envestnet Asset Management Inc | 9,588 | $277.6K | 0.00% | +9,588 | New |
| Royal Bank of Canada | 9,564 | $278.0K | 0.00% | +2,184+29.6% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $278.0K | 0.00% | +50+0.5% | Added |
| Gsa Capital Partners LLP | 9,932 | $288.0K | 0.02% | +9,932 | New |
| Allegiance Financial Group Advisory Services LLC | 10,122 | $293.0K | 0.17% | +2,139+26.8% | Added |
| Two Sigma Investments, LP | 10,249 | $296.7K | 0.00% | −36,451−78.1% | Reduced |
| Summit Trail Advisors, LLC | 10,550 | $305.4K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,553 | $305.5K | 0.04% | +10,553 | New |
| SEI Investments Co | 11,473 | $332.1K | 0.00% | −2,000−14.8% | Reduced |
| Banc Funds Co LLC | 12,750 | $369.0K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,075 | $378.5K | 0.00% | +12+0.1% | Added |
| Stock Yards Bank & Trust Co | 13,300 | $385.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,573 | $392.9K | 0.00% | +189+1.4% | Added |
| Parsons Capital Management Inc | 13,700 | $396.6K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $405.4K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,131 | $409.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,259 | $412.7K | 0.00% | +30.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $416.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,506 | $420.0K | 0.01% | +14,506 | New |
| New York Life Investment Management LLC | 14,587 | $422.3K | 0.00% | −2,325−13.7% | Reduced |
| Versor Investments LP | 15,065 | $436.1K | 0.09% | +4,682+45.1% | Added |
| Advisor Group Holdings, Inc. | 15,184 | $439.6K | 0.00% | +4,460+41.6% | Added |
| American International Group, Inc. | 16,800 | $486.4K | 0.00% | +597+3.7% | Added |
| Patriot Investment Management Inc. | 17,583 | $509.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 17,593 | $509.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,608 | $509.8K | 0.00% | −3,612−17.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $521.1K | 0.08% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 18,779 | $543.7K | 0.91% | +13,148+233.5% | Added |
| HRT Financial LP | 19,249 | $557.0K | 0.01% | +19,249 | New |
| Price T Rowe Associates Inc | 19,315 | $560.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 19,424 | $562.3K | 0.12% | −5,084−20.7% | Reduced |
| Arcus Capital Partners, LLC | 20,000 | $579.0K | 0.18% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,362 | $589.5K | 0.00% | +10,373+103.8% | Added |
| Citigroup Inc | 20,519 | $594.0K | 0.00% | −25,791−55.7% | Reduced |
| Balyasny Asset Management LLC | 22,870 | $662.1K | 0.00% | −6,355−21.7% | Reduced |
| State of Wisconsin Investment Board | 23,348 | $675.9K | 0.00% | −2,574−9.9% | Reduced |