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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 14,061 | $492.9K | 0.00% | −172−1.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 14,004 | $491.0K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,800 | $483.8K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,432 | $470.9K | 0.00% | +9,947+285.4% | Added |
| Stock Yards Bank & Trust Co | 13,300 | $466.3K | 0.02% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $447.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,610 | $442.1K | 0.00% | −4,500−26.3% | Reduced |
| Stifel Financial Corp | 12,363 | $433.5K | 0.00% | +12,363 | New |
| Voya Investment Management LLC | 11,749 | $411.9K | 0.00% | +444+3.9% | Added |
| Cetera Investment Advisers | 11,714 | $410.7K | 0.00% | +5,749+96.4% | Added |
| Tower Research Capital LLC (TRC) | 11,617 | $407.3K | 0.01% | +10,812+1,343.1% | Added |
| Level Four Advisory Services, LLC | 11,570 | $405.7K | 0.02% | +11,570 | New |
| Dark Forest Capital Management LP | 11,506 | $403.4K | 0.07% | −3,517−23.4% | Reduced |
| Centaurus Financial, Inc. | 11,453 | $402.0K | 0.03% | +3,788+49.4% | Added |
| Signaturefd, LLC | 10,436 | $365.9K | 0.01% | −18,172−63.5% | Reduced |
| Royal Bank of Canada | 10,127 | $355.0K | 0.00% | +3,912+62.9% | Added |
| CWM Advisors, LLC | 10,086 | $353.6K | 0.04% | +1,424+16.4% | Added |
| Central Pacific Bank - Trust Division | 10,036 | $351.9K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,798 | $343.5K | 0.04% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 10,000 | $341.7K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,745 | $341.7K | 0.02% | +9,745 | New |
| State Board of Administration of Florida Retirement System | 9,604 | $336.7K | 0.00% | +9,604 | New |
| Harbor Capital Advisors, Inc. | 9,433 | $331.0K | 0.03% | −3,412−26.6% | Reduced |
| Arizona State Retirement System | 9,399 | $329.5K | 0.00% | +231+2.5% | Added |
| Patriot Investment Management Inc. | 9,393 | $329.3K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,206 | $322.8K | 0.00% | +836+10.0% | Added |
| Smith, Salley & Associates | 8,954 | $313.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,900 | $312.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 8,891 | $311.7K | 0.00% | +8,891 | New |
| LPL Financial LLC | 8,042 | $281.9K | 0.00% | +204+2.6% | Added |
| Howe & Rusling Inc | 7,858 | $275.5K | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,818 | $274.1K | 0.00% | −389−4.7% | Reduced |
| Creative Planning | 7,469 | $261.8K | 0.00% | +411+5.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 7,392 | $259.2K | 0.10% | −2,325−23.9% | Reduced |
| Ballentine Partners, LLC | 7,289 | $255.6K | 0.00% | +48+0.7% | Added |
| Trexquant Investment LP | 6,928 | $242.9K | 0.00% | +6,928 | New |
| Raymond James Financial Services Advisors, Inc. | 6,884 | $241.4K | 0.00% | +631+10.1% | Added |
| Quantbot Technologies LP | 6,793 | $238.2K | 0.01% | −174−2.5% | Reduced |
| SG Americas Securities, LLC | 6,282 | $220.0K | 0.00% | +2,300+57.8% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $183.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,740 | $166.0K | 0.03% | +4,740 | New |
| FMR LLC | 3,796 | $133.1K | 0.00% | −72−1.9% | Reduced |
| US Bancorp | 3,447 | $120.9K | 0.00% | −75−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,345 | $117.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $103.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $99.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,816 | $98.7K | 0.00% | −15−0.5% | Reduced |
| EntryPoint Capital, LLC | 2,561 | $89.8K | 0.04% | +2,561 | New |
| Allspring Global Investments Holdings, LLC | 2,323 | $81.4K | 0.00% | +2,206+1,885.5% | Added |
| Quest Partners LLC | 2,026 | $71.0K | 0.01% | +823+68.4% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $56.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,307 | $45.8K | 0.00% | −44−3.3% | Reduced |
| Principal Securities, Inc. | 1,257 | $44.1K | 0.00% | +1,248+13,866.7% | Added |
| New York State Teachers Retirement System | 1,211 | $42.0K | 0.00% | +1,211 | New |
| Amalgamated Bank | 1,148 | $40.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,050 | $36.8K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 804 | $28.2K | 0.00% | −3−0.4% | Reduced |
| nVerses Capital, LLC | 800 | $28.0K | 0.02% | −3,200−80.0% | Reduced |
| Riverview Trust Co | 684 | $24.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 550 | $19.3K | 0.00% | +550 | New |
| Asset Dedication, LLC | 521 | $18.3K | 0.00% | +521 | New |
| 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 |
| First Horizon Advisors, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 377 | $13.2K | 0.00% | +377 | New |
| Quarry LP | 359 | $12.6K | 0.01% | +359 | New |
| Mather Group, LLC. | 244 | $10.1K | 0.00% | +111+83.5% | Added |
| Colonial Trust Advisors | 272 | $9.54K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 260 | $9.10K | 0.00% | +70+36.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 223 | $8.00K | 0.00% | +223 | New |
| Huntington National Bank | 200 | $7.01K | 0.00% | −27−11.9% | Reduced |
| Providence Capital Advisors, LLC | 200 | $7.01K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 153 | $6.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $5.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $5.13K | 0.00% | +147+4,900.0% | Added |
| Hanseatic Management Services Inc | 133 | $4.66K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 128 | $4.49K | 0.00% | +98+326.7% | Added |
| CWM, LLC | 112 | $4.00K | 0.00% | +10+9.8% | Added |
| Smartleaf Asset Management LLC | 106 | $3.59K | 0.00% | +106 | New |
| Toth Financial Advisory Corp | 100 | $3.51K | 0.00% | −3,220−97.0% | Reduced |
| EverSource Wealth Advisors, LLC | 65 | $2.93K | 0.00% | +65 | New |
| Gilliland Jeter Wealth Management LLC | 74 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 54 | $1.89K | 0.00% | −175−76.4% | Reduced |
| Abound Wealth Management | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.30K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $1.19K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 24 | $842 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $561 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 12 | $421 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $351 | 0.00% | −1−9.1% | Reduced |
| Rothschild Investment LLC | 10 | $351 | 0.00% | +5+100.0% | Added |
| Allworth Financial LP | 8 | $338 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $211 | 0.00% | +1+20.0% | Added |
| TFC Financial Management | 1 | $36 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −142,542−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −16,590−100.0% | Sold out |