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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 12,430 | $516.0K | 0.00% | +1,425+12.9% | Added |
| Lord, Abbett & Co. LLC | 12,346 | $513.0K | 0.00% | −87,224−87.6% | Reduced |
| Tudor Investment Corp Et Al | 12,061 | $500.7K | 0.01% | +12,061 | New |
| Voya Investment Management LLC | 11,305 | $469.3K | 0.00% | −2,407−17.6% | Reduced |
| Squarepoint Ops LLC | 11,252 | $467.1K | 0.00% | +11,252 | New |
| Summit Trail Advisors, LLC | 10,250 | $425.5K | 0.01% | −340−3.2% | Reduced |
| Central Pacific Bank - Trust Division | 10,036 | $407.1K | 0.05% | +10,036 | New |
| Hamilton Capital Partners Inc. | 9,798 | $406.7K | 0.05% | +4,142+73.2% | Added |
| 49 Wealth Management, LLC | 10,000 | $405.6K | 0.09% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 9,717 | $403.3K | 0.17% | +1,095+12.7% | Added |
| Patriot Investment Management Inc. | 9,393 | $389.9K | 0.03% | −25−0.3% | Reduced |
| Jennison Associates LLC | 9,222 | $382.8K | 0.00% | +46+0.5% | Added |
| Arizona State Retirement System | 9,168 | $380.6K | 0.00% | −134−1.4% | Reduced |
| Smith, Salley & Associates | 8,954 | $371.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,900 | $369.4K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,662 | $359.6K | 0.04% | +273+3.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,383 | $350.5K | 0.00% | −1,296−8.3% | Reduced |
| Citadel Advisors LLC | 8,439 | $350.3K | 0.00% | −29,282−77.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,370 | $347.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,207 | $340.7K | 0.00% | +8,207 | New |
| Options Solutions, LLC | 7,959 | $330.4K | 0.19% | +7,959 | New |
| Howe & Rusling Inc | 7,858 | $326.2K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 7,838 | $325.4K | 0.00% | +204+2.7% | Added |
| Centaurus Financial, Inc. | 7,665 | $318.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,387 | $306.6K | 0.01% | +7,387 | New |
| Ballentine Partners, LLC | 7,241 | $300.6K | 0.01% | +6+0.1% | Added |
| Creative Planning | 7,058 | $293.0K | 0.00% | +899+14.6% | Added |
| Quantbot Technologies LP | 6,967 | $289.2K | 0.02% | +6,967 | New |
| XTX Topco Ltd | 6,927 | $287.5K | 0.04% | +6,927 | New |
| Handelsbanken Fonder AB | 6,900 | $286.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 6,772 | $281.0K | 0.00% | +6,772 | New |
| Peachtree Investment Partners, LLC | 6,553 | $272.0K | 0.11% | +5+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,253 | $259.6K | 0.00% | +10.0% | Added |
| Royal Bank of Canada | 6,215 | $257.0K | 0.00% | −8,345−57.3% | Reduced |
| SEI Investments Co | 6,148 | $255.2K | 0.00% | −17,323−73.8% | Reduced |
| ProShare Advisors LLC | 6,048 | $251.1K | 0.00% | +476+8.5% | Added |
| Cetera Investment Advisers | 5,965 | $247.6K | 0.00% | +5,965 | New |
| Synovus Financial Corp | 5,500 | $228.3K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,394 | $223.9K | 0.02% | −84−1.5% | Reduced |
| Mariner, LLC | 5,248 | $217.9K | 0.00% | +658+14.3% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $216.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,000 | $166.0K | 0.40% | +4,000 | New |
| SG Americas Securities, LLC | 3,982 | $165.0K | 0.00% | +3,982 | New |
| FMR LLC | 3,868 | $160.6K | 0.00% | +306+8.6% | Added |
| US Bancorp | 3,522 | $146.2K | 0.00% | −1,070−23.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,485 | $144.7K | 0.00% | −587−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,345 | $138.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,320 | $137.8K | 0.02% | +320+10.7% | Added |
| Public Employees Retirement System of Ohio | 3,100 | $128.7K | 0.00% | +3,100 | New |
| Great West Life Assurance Co | 2,922 | $121.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $118.3K | 0.02% | −376−11.7% | Reduced |
| Global Retirement Partners, LLC | 2,831 | $117.5K | 0.00% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 2,055 | $85.3K | 0.00% | −81−3.8% | Reduced |
| Metropolitan Life Insurance Co | 1,861 | $77.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $74.7K | 0.00% | +1,800 | New |
| Laurel Wealth Advisors LLC | 1,600 | $66.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,351 | $56.1K | 0.00% | +44+3.4% | Added |
| Quest Partners LLC | 1,203 | $49.9K | 0.01% | −7,400−86.0% | Reduced |
| Amalgamated Bank | 1,148 | $48.0K | 0.00% | −1,801−61.1% | Reduced |
| Independence Bank of Kentucky | 1,050 | $43.6K | 0.01% | +1,050 | New |
| Central Bank & Trust Co | 1,000 | $41.5K | 0.01% | −221−18.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 807 | $33.5K | 0.00% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 805 | $33.4K | 0.00% | −7,163−89.9% | Reduced |
| Anchor Investment Management, LLC | 750 | $31.1K | 0.00% | +250+50.0% | Added |
| Riverview Trust Co | 684 | $28.4K | 0.02% | +684 | New |
| 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 |
| First Horizon Advisors, Inc. | 400 | $16.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 272 | $11.3K | 0.00% | +250+1,136.4% | Added |
| GAMMA Investing LLC | 229 | $9.51K | 0.00% | +199+663.3% | Added |
| Huntington National Bank | 227 | $9.42K | 0.00% | +27+13.5% | Added |
| Providence Capital Advisors, LLC | 200 | $8.30K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 190 | $7.89K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $6.85K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 133 | $6.05K | 0.00% | +133 | New |
| Hanseatic Management Services Inc | 133 | $5.52K | 0.01% | +133 | New |
| Semmax Financial Advisors Inc. | 153 | $5.36K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 117 | $4.86K | 0.00% | +117 | New |
| CWM, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 86 | $3.58K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 74 | $3.07K | 0.00% | +74 | New |
| Massmutual Trust Co FSB | 67 | $2.78K | 0.00% | +67 | New |
| Hantz Financial Services, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 47 | $2.00K | 0.00% | +47 | New |
| Abound Wealth Management | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $997 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $664 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $623 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 11 | $457 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9 | $374 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $333 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $290 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $208 | 0.00% | −1−16.7% | Reduced |
| Rothschild Investment LLC | 5 | $208 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −81,832−100.0% | Sold out |