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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Farther Finance Advisors, LLC | 3 | $137 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $273 | 0.00% | +6 | New |
| Allworth Financial LP | 8 | $364 | 0.00% | −25−75.8% | Reduced |
| Principal Securities, Inc. | 9 | $410 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $501 | 0.00% | +3+37.5% | Added |
| Missouri Trust & Investment Co | 16 | $728 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 16 | $747 | 0.00% | −15−48.4% | Reduced |
| Colonial Trust Advisors | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 30 | $1.09K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 24 | $1.09K | 0.00% | −1−4.0% | Reduced |
| Lindbrook Capital, LLC | 30 | $1.36K | 0.00% | −17−36.2% | Reduced |
| Fortitude Family Office, LLC | 37 | $1.68K | 0.00% | +37 | New |
| Whittier Trust Co | 38 | $1.73K | 0.00% | −373−90.8% | Reduced |
| Abound Wealth Management | 40 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 48 | $2.18K | 0.00% | −180−78.9% | Reduced |
| Baldwin Brothers Inc | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $2.27K | 0.00% | +50 | New |
| Arlington Trust Co LLC | 52 | $2.37K | 0.00% | +52 | New |
| Hantz Financial Services, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 86 | $4.02K | 0.00% | +86 | New |
| CWM, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 153 | $5.89K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 124 | $6.00K | 0.00% | +124 | New |
| Parallel Advisors, LLC | 165 | $7.51K | 0.00% | +85+106.3% | Added |
| Comerica Bank | 190 | $8.64K | 0.00% | +109+134.6% | Added |
| Huntington National Bank | 200 | $9.10K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $9.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $22.8K | 0.00% | −550−52.4% | Reduced |
| Center for Financial Planning, Inc. | 500 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $23.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 534 | $24.3K | 0.02% | +534 | New |
| Whittier Trust Co of Nevada Inc | 806 | $36.7K | 0.00% | +71+9.7% | Added |
| Central Bank & Trust Co | 1,221 | $55.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,307 | $59.5K | 0.01% | +263+25.2% | Added |
| Ronald Blue Trust, Inc. | 2,136 | $61.0K | 0.00% | +1,962+1,127.6% | Added |
| Glassman Wealth Services | 1,566 | $71.3K | 0.01% | +66+4.4% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $72.8K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,861 | $84.7K | 0.00% | −161−8.0% | Reduced |
| Global Retirement Partners, LLC | 2,829 | $113.3K | 0.00% | −23−0.8% | Reduced |
| Great West Life Assurance Co | 2,922 | $132.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,949 | $134.0K | 0.00% | −341−10.4% | Reduced |
| Toth Financial Advisory Corp | 3,000 | $136.5K | 0.02% | +775+34.8% | Added |
| Concord Wealth Partners | 3,226 | $146.8K | 0.03% | −28−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,345 | $152.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,562 | $162.1K | 0.00% | +189+5.6% | Added |
| Advisor Group Holdings, Inc. | 4,072 | $185.3K | 0.00% | −11,112−73.2% | Reduced |
| Edge Capital Group, LLC | 4,425 | $201.3K | 0.01% | +4,425 | New |
| Pathstone Holdings, LLC | 4,573 | $208.1K | 0.00% | +4,573 | New |
| Mariner, LLC | 4,590 | $208.8K | 0.00% | +4,590 | New |
| US Bancorp | 4,592 | $208.9K | 0.00% | −13−0.3% | Reduced |
| Arbor Investment Advisors, LLC | 4,630 | $210.7K | 0.03% | +4,630 | New |
| Apollon Wealth Management, LLC | 4,756 | $216.4K | 0.01% | +4,756 | New |
| Fuller & Thaler Asset Management, Inc. | 4,868 | $221.5K | 0.00% | −26,618−84.5% | Reduced |
| Davenport & Co LLC | 5,000 | $227.5K | 0.00% | +5,000 | New |
| Thoroughbred Financial Services, LLC | 5,187 | $236.0K | 0.02% | +5,187 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $237.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,406 | $246.0K | 0.00% | +5,406 | New |
| Duality Advisers, LP | 5,478 | $249.2K | 0.03% | +5,478 | New |
| Synovus Financial Corp | 5,500 | $250.3K | 0.00% | +5,500 | New |
| ProShare Advisors LLC | 5,572 | $253.5K | 0.00% | +5,572 | New |
| Hamilton Capital Partners Inc. | 5,656 | $257.3K | 0.05% | −1,266−18.3% | Reduced |
| Creative Planning | 6,159 | $280.2K | 0.00% | +6,159 | New |
| Raymond James Financial Services Advisors, Inc. | 6,252 | $284.5K | 0.00% | +6,252 | New |
| Peachtree Investment Partners, LLC | 6,548 | $297.9K | 0.12% | +6,548 | New |
| Handelsbanken Fonder AB | 6,900 | $314.0K | 0.00% | +6,900 | New |
| Prudential Financial Inc | 7,057 | $321.1K | 0.00% | +7,057 | New |
| Ballentine Partners, LLC | 7,235 | $329.2K | 0.01% | −23−0.3% | Reduced |
| LPL Financial LLC | 7,634 | $347.4K | 0.00% | −108−1.4% | Reduced |
| Centaurus Financial, Inc. | 7,665 | $349.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,858 | $357.5K | 0.04% | −1,127−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,968 | $362.5K | 0.00% | +6,995+718.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,370 | $380.8K | 0.00% | +2,248+36.7% | Added |
| CWM Advisors, LLC | 8,389 | $381.7K | 0.04% | −2,164−20.5% | Reduced |
| Occudo Quantitative Strategies LP | 8,457 | $384.8K | 0.05% | +8,457 | New |
| Quest Partners LLC | 8,603 | $391.4K | 0.08% | +8,603 | New |
| Allegiance Financial Group Advisory Services LLC | 8,622 | $392.3K | 0.18% | −1,500−14.8% | Reduced |
| Quent Capital, LLC | 8,900 | $404.9K | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $407.4K | 0.03% | 00.0% | Unchanged |
| Jennison Associates LLC | 9,176 | $417.5K | 0.00% | +9,176 | New |
| BNP Paribas Arbitrage, SA | 9,199 | $418.6K | 0.00% | −11,163−54.8% | Reduced |
| Arizona State Retirement System | 9,302 | $423.2K | 0.00% | −161−1.7% | Reduced |
| Patriot Investment Management Inc. | 9,418 | $428.5K | 0.04% | −8,165−46.4% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $437.0K | 0.00% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 10,000 | $455.0K | 0.12% | +10,000 | New |
| Advisory Research Inc | 10,083 | $458.8K | 0.07% | +10,083 | New |
| Summit Trail Advisors, LLC | 10,590 | $481.8K | 0.02% | +40+0.4% | Added |
| Envestnet Asset Management Inc | 11,005 | $500.7K | 0.00% | +1,417+14.8% | Added |
| Capital Impact Advisors, LLC | 12,582 | $572.5K | 0.75% | −6,197−33.0% | Reduced |
| Banc Funds Co LLC | 12,750 | $580.0K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,155 | $598.6K | 0.00% | −10,193−43.7% | Reduced |
| Parsons Capital Management Inc | 13,200 | $600.6K | 0.04% | −500−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 13,300 | $605.1K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,389 | $609.2K | 0.09% | −46,888−77.8% | Reduced |
| Voya Investment Management LLC | 13,712 | $623.9K | 0.00% | +139+1.0% | Added |
| Nisa Investment Advisors, LLC | 14,131 | $643.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,171 | $644.8K | 0.01% | −416−2.9% | Reduced |
| Janus Henderson Group PLC | 14,233 | $647.6K | 0.00% | −26−0.2% | Reduced |