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, Q4 2023
Institutional positions in Live Oak Bancshares, Inc. as of Dec 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
- 192
- +20 vs. Q3 2023
- Shares held
- 28.6M
- +501.4K (+1.8%) vs. Q3 2023
- Total value
- $1.30B
- +$488.1M (+60.0%) vs. Q3 2023
- New holders
- 40
- 53 more added
- Sold out
- 20
- 65 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,365,830 | $289.6M | 0.19% | −1,1710.0% | Reduced |
| BlackRock Inc. | 2,887,100 | $131.4M | 0.00% | +281,251+10.8% | Added |
| Vanguard Group Inc | 2,509,008 | $114.2M | 0.00% | +27,451+1.1% | Added |
| Diamond Hill Capital Management Inc | 1,911,431 | $87.0M | 0.38% | −214,777−10.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,685,443 | $76.7M | 0.27% | −71,941−4.1% | Reduced |
| Dimensional Fund Advisors LP | 1,327,754 | $60.4M | 0.02% | +61,029+4.8% | Added |
| State Street Corp | 976,701 | $44.4M | 0.00% | +20,553+2.1% | Added |
| Ameriprise Financial Inc | 884,296 | $40.2M | 0.01% | +109,105+14.1% | Added |
| Southernsun Asset Management, LLC | 854,090 | $38.9M | 4.48% | −190,524−18.2% | Reduced |
| Geode Capital Management, LLC | 713,190 | $32.5M | 0.00% | +32,347+4.8% | Added |
| Nuveen Asset Management, LLC | 378,713 | $17.2M | 0.01% | −70,891−15.8% | Reduced |
| D. E. Shaw & Co., Inc. | 339,122 | $15.4M | 0.02% | +21,448+6.8% | Added |
| Manufacturers Life Insurance Company, The | 336,397 | $15.3M | 0.01% | −33,767−9.1% | Reduced |
| Trust Co of the South | 330,600 | $15.0M | 3.98% | +330,600 | New |
| Northern Trust Corp | 305,382 | $13.9M | 0.00% | +6,904+2.3% | Added |
| American Century Companies Inc | 296,914 | $13.5M | 0.01% | +9,200+3.2% | Added |
| Charles Schwab Investment Management Inc | 259,231 | $11.8M | 0.00% | +2,979+1.2% | Added |
| Vident Advisory, LLC | 251,009 | $11.4M | 0.29% | −410.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 230,218 | $10.5M | 0.04% | −53,330−18.8% | Reduced |
| Driehaus Capital Management LLC | 206,097 | $9.38M | 0.11% | +206,097 | New |
| Bank of New York Mellon Corp | 189,058 | $8.60M | 0.00% | −8,127−4.1% | Reduced |
| Millennium Management LLC | 183,270 | $8.34M | 0.01% | −78,121−29.9% | Reduced |
| Goldman Sachs Group Inc | 165,454 | $7.53M | 0.00% | −27,203−14.1% | Reduced |
| Norges Bank | 164,256 | $7.47M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 158,770 | $7.22M | 0.00% | +57,758+57.2% | Added |
| Motley Fool Wealth Management, LLC | 152,429 | $6.94M | 0.36% | −90,190−37.2% | Reduced |
| JPMorgan Chase & Co | 150,435 | $6.84M | 0.00% | +90,429+150.7% | Added |
| Salem Investment Counselors Inc | 149,290 | $6.79M | 0.23% | −18,625−11.1% | Reduced |
| Rice Hall James & Associates, LLC | 144,479 | $6.57M | 0.38% | −4,933−3.3% | Reduced |
| Jupiter Asset Management Ltd | 142,885 | $6.50M | 0.06% | +108,563+316.3% | Added |
| Profit Investment Management, LLC | 128,846 | $5.86M | 3.36% | +7,513+6.2% | Added |
| Captrust Financial Advisors | 128,323 | $5.84M | 0.02% | +26,269+25.7% | Added |
| RE Advisers Corp | 123,000 | $5.60M | 0.14% | +62,600+103.6% | Added |
| Bank of America Corp | 120,187 | $5.47M | 0.00% | −12,215−9.2% | Reduced |
| Russell Investments Group, Ltd. | 116,648 | $5.31M | 0.01% | +4,153+3.7% | Added |
| Trillium Asset Management, LLC | 110,168 | $5.01M | 0.14% | +52,608+91.4% | Added |
| Credit Suisse AG | 101,759 | $4.63M | 0.00% | −3,980−3.8% | Reduced |
| RMB Capital Management, LLC | 100,000 | $4.55M | 0.14% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 100,000 | $4.55M | 2.14% | +100,000 | New |
| Lord, Abbett & Co. LLC | 99,570 | $4.53M | 0.02% | +99,570 | New |
| Raymond James & Associates | 91,715 | $4.17M | 0.00% | −599−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 91,251 | $4.15M | 0.09% | +91,251 | New |
| Commonwealth Equity Services, LLC | 91,122 | $4.15M | 0.01% | −8,407−8.4% | Reduced |
| Two Sigma Advisers, LP | 90,200 | $4.10M | 0.01% | −41,700−31.6% | Reduced |
| EAM Investors, LLC | 81,832 | $3.72M | 0.67% | +81,832 | New |
| EAM Global Investors LLC | 81,216 | $3.70M | 0.89% | +81,216 | New |
| Algert Global LLC | 79,219 | $3.60M | 0.15% | +16,011+25.3% | Added |
| Barclays PLC | 75,718 | $3.45M | 0.00% | +75,668+151,336.0% | Added |
| Federated Hermes, Inc. | 74,090 | $3.37M | 0.01% | −141,787−65.7% | Reduced |
| Bragg Financial Advisors, Inc | 71,427 | $3.25M | 0.15% | +350.0% | Added |
| Deutsche Bank AG | 70,138 | $3.19M | 0.00% | −374−0.5% | Reduced |
| Swiss National Bank | 65,600 | $2.98M | 0.00% | −7,500−10.3% | Reduced |
| TD Asset Management Inc | 65,096 | $2.96M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 61,368 | $2.79M | 0.00% | +30,871+101.2% | Added |
| Invesco Ltd. | 60,164 | $2.74M | 0.00% | +21,064+53.9% | Added |
| Motley Fool Asset Management LLC | 56,833 | $2.59M | 0.19% | −28,845−33.7% | Reduced |
| Wells Fargo & Company | 54,960 | $2.50M | 0.00% | +12,141+28.4% | Added |
| Voloridge Investment Management, LLC | 53,858 | $2.45M | 0.01% | +11,632+27.5% | Added |
| Rhumbline Advisers | 53,543 | $2.44M | 0.00% | +130.0% | Added |
| Sequoia Financial Advisors, LLC | 51,010 | $2.32M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 50,858 | $2.31M | 0.00% | +16,122+46.4% | Added |
| CenterBook Partners LP | 44,711 | $2.03M | 0.25% | −93,255−67.6% | Reduced |
| Jane Street Group, LLC | 44,568 | $2.03M | 0.00% | +2,000+4.7% | Added |
| Emerald Mutual Fund Advisers Trust | 43,498 | $1.98M | 0.10% | +29,494+210.6% | Added |
| Susquehanna International Group, LLP | 42,783 | $1.95M | 0.00% | −101,833−70.4% | Reduced |
| Alliancebernstein L.P. | 40,500 | $1.84M | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 40,397 | $1.84M | 0.01% | −72,414−64.2% | Reduced |
| Advisory Services Network, LLC | 39,593 | $1.80M | 0.04% | −664−1.6% | Reduced |
| Chatham Capital Group, Inc. | 38,035 | $1.73M | 0.35% | −2,090−5.2% | Reduced |
| Citadel Advisors LLC | 37,721 | $1.72M | 0.00% | −55,588−59.6% | Reduced |
| Citigroup Inc | 37,015 | $1.68M | 0.00% | +16,496+80.4% | Added |
| Rafferty Asset Management, LLC | 35,987 | $1.64M | 0.01% | +5,620+18.5% | Added |
| California State Teachers Retirement System | 35,193 | $1.60M | 0.00% | −1,598−4.3% | Reduced |
| Legal & General Group Plc | 32,119 | $1.45M | 0.00% | +2,008+6.7% | Added |
| Capula Management Ltd | 31,501 | $1.43M | 0.09% | +31,501 | New |
| Royce & Associates LP | 30,900 | $1.41M | 0.01% | −16,514−34.8% | Reduced |
| Signaturefd, LLC | 28,333 | $1.29M | 0.03% | +294+1.0% | Added |
| Cornercap Investment Counsel Inc | 28,235 | $1.28M | 0.21% | +28,235 | New |
| UBS Asset Management Americas Inc | 26,989 | $1.23M | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 25,183 | $1.15M | 0.51% | −34,817−58.0% | Reduced |
| SEI Investments Co | 23,471 | $1.07M | 0.00% | +11,998+104.6% | Added |
| Qube Research & Technologies Ltd | 20,546 | $934.8K | 0.00% | +12,466+154.3% | Added |
| Price T Rowe Associates Inc | 20,341 | $926.0K | 0.00% | +1,026+5.3% | Added |
| Arcus Capital Partners, LLC | 20,000 | $910.0K | 0.32% | 00.0% | Unchanged |
| First Trust Advisors LP | 18,703 | $851.0K | 0.00% | −67,696−78.4% | Reduced |
| Harbor Capital Advisors, Inc. | 18,530 | $843.1K | 0.16% | −894−4.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $819.0K | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 17,593 | $800.5K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 16,733 | $761.4K | 0.00% | −67−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,679 | $713.4K | 0.00% | +1,296+9.0% | Added |
| Royal Bank of Canada | 14,560 | $663.0K | 0.00% | +4,996+52.2% | Added |
| New York State Common Retirement Fund | 14,490 | $659.3K | 0.00% | +1,415+10.8% | Added |
| Janus Henderson Group PLC | 14,233 | $647.6K | 0.00% | −26−0.2% | Reduced |
| New York Life Investment Management LLC | 14,171 | $644.8K | 0.01% | −416−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 14,131 | $643.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,712 | $623.9K | 0.00% | +139+1.0% | Added |
| Dark Forest Capital Management LP | 13,389 | $609.2K | 0.09% | −46,888−77.8% | Reduced |
| Stock Yards Bank & Trust Co | 13,300 | $605.1K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,200 | $600.6K | 0.04% | −500−3.6% | Reduced |
| State of Wisconsin Investment Board | 13,155 | $598.6K | 0.00% | −10,193−43.7% | Reduced |