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, Q2 2024
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 198
- 0 vs. Q1 2024
- Shares held
- 29.7M
- +1.02M (+3.5%) vs. Q1 2024
- Total value
- $1.04B
- −$148.1M (−12.4%) vs. Q1 2024
- New holders
- 26
- 70 more added
- Sold out
- 26
- 56 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 1 | $36 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $211 | 0.00% | +1+20.0% | Added |
| Allworth Financial LP | 8 | $338 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $351 | 0.00% | −1−9.1% | Reduced |
| Rothschild Investment LLC | 10 | $351 | 0.00% | +5+100.0% | Added |
| Innealta Capital, LLC | 12 | $421 | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 16 | $561 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $842 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $1.19K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 37 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $1.89K | 0.00% | −175−76.4% | Reduced |
| Hantz Financial Services, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 74 | $2.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $2.93K | 0.00% | +65 | New |
| Toth Financial Advisory Corp | 100 | $3.51K | 0.00% | −3,220−97.0% | Reduced |
| Smartleaf Asset Management LLC | 106 | $3.59K | 0.00% | +106 | New |
| CWM, LLC | 112 | $4.00K | 0.00% | +10+9.8% | Added |
| Lindbrook Capital, LLC | 128 | $4.49K | 0.00% | +98+326.7% | Added |
| Hanseatic Management Services Inc | 133 | $4.66K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $5.13K | 0.00% | +147+4,900.0% | Added |
| Parallel Advisors, LLC | 165 | $5.79K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 153 | $6.03K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $7.01K | 0.00% | −27−11.9% | Reduced |
| Providence Capital Advisors, LLC | 200 | $7.01K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 223 | $8.00K | 0.00% | +223 | New |
| Comerica Bank | 260 | $9.10K | 0.00% | +70+36.8% | Added |
| Colonial Trust Advisors | 272 | $9.54K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 244 | $10.1K | 0.00% | +111+83.5% | Added |
| Quarry LP | 359 | $12.6K | 0.01% | +359 | New |
| Proequities, Inc. | 377 | $13.2K | 0.00% | +377 | New |
| First Horizon Advisors, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 521 | $18.3K | 0.00% | +521 | New |
| South State Corp. | 550 | $19.3K | 0.00% | +550 | New |
| Riverview Trust Co | 684 | $24.0K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $28.0K | 0.02% | −3,200−80.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 804 | $28.2K | 0.00% | −3−0.4% | Reduced |
| Central Bank & Trust Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,050 | $36.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,148 | $40.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,211 | $42.0K | 0.00% | +1,211 | New |
| Principal Securities, Inc. | 1,257 | $44.1K | 0.00% | +1,248+13,866.7% | Added |
| Quadrant Capital Group LLC | 1,307 | $45.8K | 0.00% | −44−3.3% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $56.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,026 | $71.0K | 0.01% | +823+68.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,323 | $81.4K | 0.00% | +2,206+1,885.5% | Added |
| EntryPoint Capital, LLC | 2,561 | $89.8K | 0.04% | +2,561 | New |
| Global Retirement Partners, LLC | 2,816 | $98.7K | 0.00% | −15−0.5% | Reduced |
| Concord Wealth Partners | 2,850 | $99.9K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $103.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,345 | $117.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,447 | $120.9K | 0.00% | −75−2.1% | Reduced |
| FMR LLC | 3,796 | $133.1K | 0.00% | −72−1.9% | Reduced |
| Benjamin Edwards Inc | 4,740 | $166.0K | 0.03% | +4,740 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $183.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,282 | $220.0K | 0.00% | +2,300+57.8% | Added |
| Quantbot Technologies LP | 6,793 | $238.2K | 0.01% | −174−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,884 | $241.4K | 0.00% | +631+10.1% | Added |
| Trexquant Investment LP | 6,928 | $242.9K | 0.00% | +6,928 | New |
| Ballentine Partners, LLC | 7,289 | $255.6K | 0.00% | +48+0.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 7,392 | $259.2K | 0.10% | −2,325−23.9% | Reduced |
| Creative Planning | 7,469 | $261.8K | 0.00% | +411+5.8% | Added |
| State of Tennessee, Treasury Department | 7,818 | $274.1K | 0.00% | −389−4.7% | Reduced |
| Howe & Rusling Inc | 7,858 | $275.5K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 8,042 | $281.9K | 0.00% | +204+2.6% | Added |
| Truist Financial Corp | 8,891 | $311.7K | 0.00% | +8,891 | New |
| Quent Capital, LLC | 8,900 | $312.0K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $313.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,206 | $322.8K | 0.00% | +836+10.0% | Added |
| Patriot Investment Management Inc. | 9,393 | $329.3K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,399 | $329.5K | 0.00% | +231+2.5% | Added |
| Harbor Capital Advisors, Inc. | 9,433 | $331.0K | 0.03% | −3,412−26.6% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $336.7K | 0.00% | +9,604 | New |
| Centiva Capital, LP | 9,745 | $341.7K | 0.02% | +9,745 | New |
| 49 Wealth Management, LLC | 10,000 | $341.7K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,798 | $343.5K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 10,036 | $351.9K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,086 | $353.6K | 0.04% | +1,424+16.4% | Added |
| Royal Bank of Canada | 10,127 | $355.0K | 0.00% | +3,912+62.9% | Added |
| Signaturefd, LLC | 10,436 | $365.9K | 0.01% | −18,172−63.5% | Reduced |
| Centaurus Financial, Inc. | 11,453 | $402.0K | 0.03% | +3,788+49.4% | Added |
| Dark Forest Capital Management LP | 11,506 | $403.4K | 0.07% | −3,517−23.4% | Reduced |
| Level Four Advisory Services, LLC | 11,570 | $405.7K | 0.02% | +11,570 | New |
| Tower Research Capital LLC (TRC) | 11,617 | $407.3K | 0.01% | +10,812+1,343.1% | Added |
| Cetera Investment Advisers | 11,714 | $410.7K | 0.00% | +5,749+96.4% | Added |
| Voya Investment Management LLC | 11,749 | $411.9K | 0.00% | +444+3.9% | Added |
| Stifel Financial Corp | 12,363 | $433.5K | 0.00% | +12,363 | New |
| Northwestern Mutual Wealth Management Co | 12,610 | $442.1K | 0.00% | −4,500−26.3% | Reduced |
| Banc Funds Co LLC | 12,750 | $447.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,300 | $466.3K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,432 | $470.9K | 0.00% | +9,947+285.4% | Added |
| Parsons Capital Management Inc | 13,800 | $483.8K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $491.0K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,061 | $492.9K | 0.00% | −172−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 14,131 | $495.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,484 | $507.8K | 0.00% | +50.0% | Added |