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 |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 12,750 | $529.0K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 12,845 | $533.0K | 0.07% | −5,685−30.7% | Reduced |
| State of Wisconsin Investment Board | 13,251 | $550.0K | 0.00% | +96+0.7% | Added |
| Stock Yards Bank & Trust Co | 13,300 | $552.1K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,389 | $555.8K | 0.00% | −31,179−70.0% | Reduced |
| Parsons Capital Management Inc | 13,800 | $572.8K | 0.04% | +600+4.5% | Added |
| First Trust Advisors LP | 13,892 | $576.7K | 0.00% | −4,811−25.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 14,004 | $581.3K | 0.03% | −29,494−67.8% | Reduced |
| Nisa Investment Advisors, LLC | 14,131 | $586.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,233 | $590.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,479 | $601.0K | 0.00% | −11−0.1% | Reduced |
| Dark Forest Capital Management LP | 15,023 | $623.6K | 0.11% | +1,634+12.2% | Added |
| American International Group, Inc. | 16,590 | $688.7K | 0.00% | −143−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 16,674 | $692.1K | 0.00% | +7,475+81.3% | Added |
| Northwestern Mutual Wealth Management Co | 17,110 | $710.2K | 0.00% | +17,060+34,120.0% | Added |
| MetLife Investment Management | 17,593 | $730.3K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 18,000 | $747.2K | 0.09% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 20,000 | $830.2K | 0.26% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,533 | $852.3K | 0.01% | +20,533 | New |
| Fuller & Thaler Asset Management, Inc. | 20,955 | $869.8K | 0.00% | +16,087+330.5% | Added |
| Natixis Advisors, L.P. | 21,298 | $884.0K | 0.00% | +21,298 | New |
| Price T Rowe Associates Inc | 22,069 | $917.0K | 0.00% | +1,728+8.5% | Added |
| Principal Financial Group Inc | 22,630 | $939.4K | 0.00% | +22,630 | New |
| UBS Asset Management Americas Inc | 26,989 | $1.12M | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 28,608 | $1.19M | 0.03% | +275+1.0% | Added |
| Royce & Associates LP | 30,900 | $1.28M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 31,255 | $1.30M | 0.00% | −864−2.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,519 | $1.35M | 0.01% | +32,519 | New |
| California State Teachers Retirement System | 33,395 | $1.39M | 0.00% | −1,798−5.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 35,310 | $1.47M | 0.00% | −5,087−12.6% | Reduced |
| Citigroup Inc | 36,616 | $1.52M | 0.00% | −399−1.1% | Reduced |
| Alliancebernstein L.P. | 37,370 | $1.55M | 0.00% | −3,130−7.7% | Reduced |
| Advisory Services Network, LLC | 38,833 | $1.61M | 0.04% | −760−1.9% | Reduced |
| Rafferty Asset Management, LLC | 42,067 | $1.75M | 0.01% | +6,080+16.9% | Added |
| Chatham Capital Group, Inc. | 43,080 | $1.79M | 0.33% | +5,045+13.3% | Added |
| Susquehanna International Group, LLP | 43,107 | $1.79M | 0.00% | +324+0.8% | Added |
| E. Ohman J:or Asset Management AB | 44,600 | $1.85M | 0.05% | +44,600 | New |
| UBS Group AG | 45,578 | $1.89M | 0.00% | −5,280−10.4% | Reduced |
| Federated Hermes, Inc. | 46,602 | $1.93M | 0.00% | −27,488−37.1% | Reduced |
| Qube Research & Technologies Ltd | 47,077 | $1.95M | 0.00% | +26,531+129.1% | Added |
| CenterBook Partners LP | 50,524 | $2.10M | 0.14% | +5,813+13.0% | Added |
| Sequoia Financial Advisors, LLC | 51,010 | $2.12M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 54,233 | $2.25M | 0.00% | +690+1.3% | Added |
| Wells Fargo & Company | 54,454 | $2.26M | 0.00% | −506−0.9% | Reduced |
| Barclays PLC | 56,488 | $2.34M | 0.00% | −19,230−25.4% | Reduced |
| Invesco Ltd. | 57,313 | $2.38M | 0.00% | −2,851−4.7% | Reduced |
| Two Sigma Advisers, LP | 61,300 | $2.54M | 0.01% | −28,900−32.0% | Reduced |
| Victory Capital Management Inc | 63,161 | $2.62M | 0.00% | +1,793+2.9% | Added |
| Bragg Financial Advisors, Inc | 65,402 | $2.71M | 0.12% | −6,025−8.4% | Reduced |
| Swiss National Bank | 65,600 | $2.72M | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 66,150 | $2.75M | 0.18% | +9,317+16.4% | Added |
| Captrust Financial Advisors | 66,547 | $2.76M | 0.01% | −61,776−48.1% | Reduced |
| TD Asset Management Inc | 68,754 | $2.85M | 0.00% | +3,658+5.6% | Added |
| Mendon Capital Advisors Corp | 39,100 | $2.87M | 1.66% | −60,900−60.9% | Reduced |
| Deutsche Bank AG | 70,612 | $2.93M | 0.00% | +474+0.7% | Added |
| RMB Capital Management, LLC | 75,000 | $3.11M | 0.07% | −25,000−25.0% | Reduced |
| Credit Suisse AG | 86,093 | $3.57M | 0.00% | −15,666−15.4% | Reduced |
| Commonwealth Equity Services, LLC | 86,268 | $3.58M | 0.01% | −4,854−5.3% | Reduced |
| Raymond James & Associates | 90,987 | $3.78M | 0.00% | −728−0.8% | Reduced |
| Algert Global LLC | 92,689 | $3.85M | 0.15% | +13,470+17.0% | Added |
| Bridgeway Capital Management, LLC | 97,751 | $4.06M | 0.08% | +6,500+7.1% | Added |
| Morgan Stanley | 113,940 | $4.73M | 0.00% | −44,830−28.2% | Reduced |
| Trillium Asset Management, LLC | 114,960 | $4.77M | 0.12% | +4,792+4.3% | Added |
| Russell Investments Group, Ltd. | 118,609 | $4.92M | 0.01% | +1,961+1.7% | Added |
| Voloridge Investment Management, LLC | 122,407 | $5.08M | 0.02% | +68,549+127.3% | Added |
| RE Advisers Corp | 123,000 | $5.11M | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 125,015 | $5.19M | 0.17% | −24,275−16.3% | Reduced |
| Profit Investment Management, LLC | 128,846 | $5.35M | 3.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 138,071 | $5.73M | 0.33% | −6,408−4.4% | Reduced |
| Driehaus Capital Management LLC | 142,542 | $5.92M | 0.06% | −63,555−30.8% | Reduced |
| Motley Fool Wealth Management, LLC | 147,221 | $6.11M | 0.32% | −5,208−3.4% | Reduced |
| Bank of America Corp | 148,910 | $6.18M | 0.00% | +28,723+23.9% | Added |
| Goldman Sachs Group Inc | 150,865 | $6.26M | 0.00% | −14,589−8.8% | Reduced |
| Jupiter Asset Management Ltd | 154,149 | $6.40M | 0.06% | +11,264+7.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 159,588 | $6.62M | 0.02% | −70,630−30.7% | Reduced |
| Norges Bank | 164,256 | $6.82M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 178,634 | $7.42M | 0.00% | −10,424−5.5% | Reduced |
| JPMorgan Chase & Co | 181,275 | $7.52M | 0.00% | +30,840+20.5% | Added |
| Loomis Sayles & Co L P | 206,168 | $8.56M | 0.01% | +206,168 | New |
| D. E. Shaw & Co., Inc. | 250,371 | $10.4M | 0.01% | −88,751−26.2% | Reduced |
| Vident Advisory, LLC | 251,862 | $10.5M | 0.22% | +853+0.3% | Added |
| Charles Schwab Investment Management Inc | 262,324 | $10.9M | 0.00% | +3,093+1.2% | Added |
| American Century Companies Inc | 292,832 | $12.2M | 0.01% | −4,082−1.4% | Reduced |
| Northern Trust Corp | 304,770 | $12.7M | 0.00% | −612−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 313,109 | $13.0M | 0.01% | −23,288−6.9% | Reduced |
| Trust Co of the South | 330,600 | $13.7M | 3.17% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 378,713 | $15.7M | 0.00% | 00.0% | Unchanged |
| Capital International Investors | 448,766 | $18.6M | 0.00% | +448,766 | New |
| Millennium Management LLC | 572,658 | $23.8M | 0.02% | +389,388+212.5% | Added |
| Geode Capital Management, LLC | 729,863 | $30.3M | 0.00% | +16,673+2.3% | Added |
| Southernsun Asset Management, LLC | 813,315 | $33.8M | 3.76% | −40,775−4.8% | Reduced |
| Ameriprise Financial Inc | 976,314 | $40.5M | 0.01% | +92,018+10.4% | Added |
| State Street Corp | 1,000,452 | $41.5M | 0.00% | +23,751+2.4% | Added |
| Dimensional Fund Advisors LP | 1,354,498 | $56.2M | 0.02% | +26,744+2.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,544,722 | $64.1M | 0.22% | −140,721−8.3% | Reduced |
| Diamond Hill Capital Management Inc | 1,787,568 | $74.2M | 0.30% | −123,863−6.5% | Reduced |
| Vanguard Group Inc | 2,536,094 | $105.3M | 0.00% | +27,086+1.1% | Added |
| BlackRock Inc. | 2,739,504 | $113.7M | 0.00% | −147,596−5.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,402,402 | $265.8M | 0.16% | +36,572+0.6% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −81,832−100.0% | Sold out |