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, Q1 2024
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2024. 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
- 199
- +9 vs. Q4 2023
- Shares held
- 28.8M
- +141.8K (+0.5%) vs. Q4 2023
- Total value
- $1.19B
- −$107.3M (−8.2%) vs. Q4 2023
- New holders
- 32
- 56 more added
- Sold out
- 23
- 60 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $208 | 0.00% | −1−16.7% | Reduced |
| Rothschild Investment LLC | 5 | $208 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $290 | 0.00% | +7 | New |
| Allworth Financial LP | 8 | $333 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9 | $374 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $457 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $623 | 0.00% | +15 | New |
| Missouri Trust & Investment Co | 16 | $664 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $997 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 47 | $2.00K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 67 | $2.78K | 0.00% | +67 | New |
| Gilliland Jeter Wealth Management LLC | 74 | $3.07K | 0.00% | +74 | New |
| Bank of Montreal | 86 | $3.58K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 117 | $4.86K | 0.00% | +117 | New |
| Semmax Financial Advisors Inc. | 153 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 133 | $5.52K | 0.01% | +133 | New |
| Mather Group, LLC. | 133 | $6.05K | 0.00% | +133 | New |
| Parallel Advisors, LLC | 165 | $6.85K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 190 | $7.89K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $8.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 227 | $9.42K | 0.00% | +27+13.5% | Added |
| GAMMA Investing LLC | 229 | $9.51K | 0.00% | +199+663.3% | Added |
| Colonial Trust Advisors | 272 | $11.3K | 0.00% | +250+1,136.4% | Added |
| First Horizon Advisors, Inc. | 400 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $20.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $20.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 684 | $28.4K | 0.02% | +684 | New |
| Anchor Investment Management, LLC | 750 | $31.1K | 0.00% | +250+50.0% | Added |
| Tower Research Capital LLC (TRC) | 805 | $33.4K | 0.00% | −7,163−89.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 807 | $33.5K | 0.00% | +1+0.1% | Added |
| Central Bank & Trust Co | 1,000 | $41.5K | 0.01% | −221−18.1% | Reduced |
| Independence Bank of Kentucky | 1,050 | $43.6K | 0.01% | +1,050 | New |
| Amalgamated Bank | 1,148 | $48.0K | 0.00% | −1,801−61.1% | Reduced |
| Quest Partners LLC | 1,203 | $49.9K | 0.01% | −7,400−86.0% | Reduced |
| Quadrant Capital Group LLC | 1,351 | $56.1K | 0.00% | +44+3.4% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $66.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $74.7K | 0.00% | +1,800 | New |
| Metropolitan Life Insurance Co | 1,861 | $77.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,055 | $85.3K | 0.00% | −81−3.8% | Reduced |
| Global Retirement Partners, LLC | 2,831 | $117.5K | 0.00% | +2+0.1% | Added |
| Concord Wealth Partners | 2,850 | $118.3K | 0.02% | −376−11.7% | Reduced |
| Great West Life Assurance Co | 2,922 | $121.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,100 | $128.7K | 0.00% | +3,100 | New |
| Toth Financial Advisory Corp | 3,320 | $137.8K | 0.02% | +320+10.7% | Added |
| Ameritas Investment Partners, Inc. | 3,345 | $138.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,485 | $144.7K | 0.00% | −587−14.4% | Reduced |
| US Bancorp | 3,522 | $146.2K | 0.00% | −1,070−23.3% | Reduced |
| FMR LLC | 3,868 | $160.6K | 0.00% | +306+8.6% | Added |
| SG Americas Securities, LLC | 3,982 | $165.0K | 0.00% | +3,982 | New |
| nVerses Capital, LLC | 4,000 | $166.0K | 0.40% | +4,000 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $216.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 5,248 | $217.9K | 0.00% | +658+14.3% | Added |
| Duality Advisers, LP | 5,394 | $223.9K | 0.02% | −84−1.5% | Reduced |
| Synovus Financial Corp | 5,500 | $228.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,965 | $247.6K | 0.00% | +5,965 | New |
| ProShare Advisors LLC | 6,048 | $251.1K | 0.00% | +476+8.5% | Added |
| SEI Investments Co | 6,148 | $255.2K | 0.00% | −17,323−73.8% | Reduced |
| Royal Bank of Canada | 6,215 | $257.0K | 0.00% | −8,345−57.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,253 | $259.6K | 0.00% | +10.0% | Added |
| Peachtree Investment Partners, LLC | 6,553 | $272.0K | 0.11% | +5+0.1% | Added |
| HRT Financial LP | 6,772 | $281.0K | 0.00% | +6,772 | New |
| Handelsbanken Fonder AB | 6,900 | $286.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,927 | $287.5K | 0.04% | +6,927 | New |
| Quantbot Technologies LP | 6,967 | $289.2K | 0.02% | +6,967 | New |
| Creative Planning | 7,058 | $293.0K | 0.00% | +899+14.6% | Added |
| Ballentine Partners, LLC | 7,241 | $300.6K | 0.01% | +6+0.1% | Added |
| Jump Financial, LLC | 7,387 | $306.6K | 0.01% | +7,387 | New |
| Centaurus Financial, Inc. | 7,665 | $318.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 7,838 | $325.4K | 0.00% | +204+2.7% | Added |
| Howe & Rusling Inc | 7,858 | $326.2K | 0.03% | 00.0% | Unchanged |
| Options Solutions, LLC | 7,959 | $330.4K | 0.19% | +7,959 | New |
| State of Tennessee, Treasury Department | 8,207 | $340.7K | 0.00% | +8,207 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,370 | $347.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,439 | $350.3K | 0.00% | −29,282−77.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $350.5K | 0.00% | −1,296−8.3% | Reduced |
| CWM Advisors, LLC | 8,662 | $359.6K | 0.04% | +273+3.3% | Added |
| Quent Capital, LLC | 8,900 | $369.4K | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $371.7K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,168 | $380.6K | 0.00% | −134−1.4% | Reduced |
| Jennison Associates LLC | 9,222 | $382.8K | 0.00% | +46+0.5% | Added |
| Patriot Investment Management Inc. | 9,393 | $389.9K | 0.03% | −25−0.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 9,717 | $403.3K | 0.17% | +1,095+12.7% | Added |
| 49 Wealth Management, LLC | 10,000 | $405.6K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,798 | $406.7K | 0.05% | +4,142+73.2% | Added |
| Central Pacific Bank - Trust Division | 10,036 | $407.1K | 0.05% | +10,036 | New |
| Summit Trail Advisors, LLC | 10,250 | $425.5K | 0.01% | −340−3.2% | Reduced |
| Squarepoint Ops LLC | 11,252 | $467.1K | 0.00% | +11,252 | New |
| Voya Investment Management LLC | 11,305 | $469.3K | 0.00% | −2,407−17.6% | Reduced |
| Tudor Investment Corp Et Al | 12,061 | $500.7K | 0.01% | +12,061 | New |
| Lord, Abbett & Co. LLC | 12,346 | $513.0K | 0.00% | −87,224−87.6% | Reduced |
| Envestnet Asset Management Inc | 12,430 | $516.0K | 0.00% | +1,425+12.9% | Added |
| Capital Impact Advisors, LLC | 12,582 | $522.3K | 0.68% | 00.0% | Unchanged |