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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.

Institutional holdersQ3 2023: 174 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 heldQ3 2023: $817.3M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2023.

Institutions holding LOB in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Banc Funds Co LLC12,750$369.0K0.04%00.0%Unchanged
SEI Investments Co11,473$332.1K0.00%−2,000−14.8%Reduced
CWM Advisors, LLC10,553$305.5K0.04%+10,553New
Summit Trail Advisors, LLC10,550$305.4K0.01%00.0%Unchanged
Two Sigma Investments, LP10,249$296.7K0.00%−36,451−78.1%Reduced
Allegiance Financial Group Advisory Services LLC10,122$293.0K0.17%+2,139+26.8%Added
Gsa Capital Partners LLP9,932$288.0K0.02%+9,932New
State Board of Administration of Florida Retirement System9,604$278.0K0.00%+50+0.5%Added
Royal Bank of Canada9,564$278.0K0.00%+2,184+29.6%Added
Envestnet Asset Management Inc9,588$277.6K0.00%+9,588New
Arizona State Retirement System9,463$274.0K0.00%+143+1.5%Added
Howe & Rusling Inc8,985$260.1K0.03%00.0%Unchanged
Smith, Salley & Associates8,954$259.2K0.02%+350+4.1%Added
Quent Capital, LLC8,900$257.7K0.04%00.0%Unchanged
Tudor Investment Corp Et Al8,839$255.9K0.00%+8,839New
State of Tennessee, Treasury Department8,241$238.6K0.00%+841+11.4%Added
Qube Research & Technologies Ltd8,080$233.9K0.00%+8,080New
LPL Financial LLC7,742$224.1K0.00%−597−7.2%Reduced
Centaurus Financial, Inc.7,665$222.0K0.02%00.0%Unchanged
Quantbot Technologies LP7,637$221.1K0.01%+2,398+45.8%Added
Ballentine Partners, LLC7,258$210.1K0.00%+7,258New
Hamilton Capital Partners Inc.6,922$200.4K0.07%+522+8.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,122$177.2K0.00%+2,002+48.6%Added
Public Employees Retirement Association of Colorado5,214$151.0K0.00%00.0%Unchanged
US Bancorp4,605$133.3K0.00%00.0%Unchanged
Aquatic Capital Management LLC4,400$127.0K0.01%+4,400New
FMR LLC3,373$97.6K0.00%+227+7.2%Added
Ameritas Investment Partners, Inc.3,345$96.8K0.00%+853+34.2%Added
Amalgamated Bank3,290$95.0K0.00%00.0%Unchanged
Concord Wealth Partners3,254$94.2K0.02%00.0%Unchanged
Point72 Middle East FZE2,953$85.5K0.01%+2,953New
Great West Life Assurance Co2,922$85.0K0.00%+2,236+325.9%Added
Global Retirement Partners, LLC2,852$78.0K0.00%−1,523−34.8%Reduced
Toth Financial Advisory Corp2,225$64.4K0.01%+2,125+2,125.0%Added
Metropolitan Life Insurance Co2,022$58.5K0.00%+247+13.9%Added
Laurel Wealth Advisors LLC1,600$46.3K0.01%00.0%Unchanged
Glassman Wealth Services1,500$43.4K0.01%+1,500New
Allspring Global Investments Holdings, LLC1,386$40.1K0.00%+551+66.0%Added
Central Bank & Trust Co1,221$35.3K0.01%00.0%Unchanged
Anchor Investment Management, LLC1,050$30.4K0.00%−50−4.5%Reduced
Quadrant Capital Group LLC1,044$30.2K0.00%+16+1.6%Added
Cary Street Partner Investment Advisory LLC1,000$28.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)973$28.2K0.00%+96+10.9%Added
Point72 Asset Management, L.P.957$27.7K0.00%+957New
Whittier Trust Co of Nevada Inc735$21.3K0.00%00.0%Unchanged
Riverview Trust Co684$19.8K0.02%00.0%Unchanged
Center for Financial Planning, Inc.500$14.5K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC500$14.5K0.00%00.0%Unchanged
Bartlett & Co. LLC500$14.0K0.00%00.0%Unchanged
Whittier Trust Co411$11.9K0.00%−1−0.2%Reduced
First Horizon Advisors, Inc.400$11.6K0.00%+400New
Quarry LP228$6.60K0.00%+25+12.3%Added
Huntington National Bank200$5.79K0.00%00.0%Unchanged
Providence Capital Advisors, LLC200$5.79K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.174$5.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.153$4.57K0.00%+153New
CWM, LLC102$3.00K0.00%00.0%Unchanged
Comerica Bank81$2.35K0.00%+81New
Parallel Advisors, LLC80$2.32K0.00%00.0%Unchanged
Hantz Financial Services, Inc.55$2.00K0.00%−30−35.3%Reduced
Barclays PLC50$1.45K0.00%−681−93.2%Reduced
Baldwin Brothers Inc50$1.45K0.00%00.0%Unchanged
Lindbrook Capital, LLC47$1.36K0.00%+24+104.3%Added
Authentikos Wealth Advisory, LLC46$1.34K0.00%+46New
Abound Wealth Management40$1.16K0.00%00.0%Unchanged
Headinvest, LLC37$1.04K0.00%+37New
Allworth Financial LP33$9560.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC31$9090.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$7240.00%+8+47.1%Added
Colonial Trust Advisors22$6420.00%00.0%Unchanged
Missouri Trust & Investment Co16$4630.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2320.00%00.0%Unchanged
Covestor Ltd8$00.00%−29−78.4%Reduced
Steward Financial Group LLC28$00.00%+28New
Vident Investment Advisory, LLC0$00.00%−59,660−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−18,953−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−18,210−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,588−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−5,530−100.0%Sold out
Amundi0$00.00%−2,911−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−529−100.0%Sold out
Bank of Montreal0$00.00%−92−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−54−100.0%Sold out
Clean Yield Group0$00.00%−16−100.0%Sold out
Disciplined Investments, LLC0$00.00%−6−100.0%Sold out
NewSquare Capital LLC0$00.00%0Sold out