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, Q3 2024
Institutional positions in Live Oak Bancshares, Inc. as of Sep 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
- 211
- +15 vs. Q2 2024
- Shares held
- 29.8M
- +2.90M (+10.8%) vs. Q2 2024
- Total value
- $1.41B
- +$465.5M (+49.2%) vs. Q2 2024
- New holders
- 31
- 67 more added
- Sold out
- 16
- 60 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Hemington Wealth Management | 15 | $0 | 0.00% | +15 | New |
| TFC Financial Management | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $95 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $95 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $285 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $379 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8 | $379 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $427 | 0.00% | −1−10.0% | Reduced |
| Missouri Trust & Investment Co | 16 | $758 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.19K | 0.00% | +1+4.2% | Added |
| Fortitude Family Office, LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.90K | 0.00% | +30+300.0% | Added |
| Abound Wealth Management | 40 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | −7−12.7% | Reduced |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | +40 | New |
| Sterling Capital Management LLC | 45 | $2.13K | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 54 | $2.56K | 0.00% | −11−16.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 74 | $3.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $4.74K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 106 | $5.03K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 117 | $5.54K | 0.00% | −127−52.0% | Reduced |
| Colonial Trust Advisors | 124 | $5.88K | 0.00% | −148−54.4% | Reduced |
| GAMMA Investing LLC | 128 | $6.06K | 0.00% | +74+137.0% | Added |
| Hanseatic Management Services Inc | 133 | $6.30K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 137 | $6.49K | 0.00% | +9+7.0% | Added |
| Farther Finance Advisors, LLC | 146 | $6.92K | 0.00% | −4−2.7% | Reduced |
| Semmax Financial Advisors Inc. | 153 | $7.43K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 165 | $8.00K | 0.00% | +53+47.3% | Added |
| Parallel Advisors, LLC | 170 | $8.05K | 0.00% | +5+3.0% | Added |
| Huntington National Bank | 200 | $9.47K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $9.47K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 260 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 400 | $18.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 426 | $20.2K | 0.00% | +49+13.0% | Added |
| Center for Financial Planning, Inc. | 500 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $23.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 550 | $26.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 650 | $30.8K | 0.01% | −400−38.1% | Reduced |
| Riverview Trust Co | 684 | $32.4K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 713 | $33.8K | 0.01% | +354+98.6% | Added |
| Whittier Trust Co of Nevada Inc | 817 | $38.7K | 0.00% | +13+1.6% | Added |
| Amalgamated Bank | 1,148 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,346 | $63.8K | 0.00% | +39+3.0% | Added |
| nVerses Capital, LLC | 1,500 | $71.1K | 0.03% | +700+87.5% | Added |
| Principal Securities, Inc. | 1,502 | $71.2K | 0.00% | +245+19.5% | Added |
| Laurel Wealth Advisors LLC | 1,600 | $75.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,668 | $126.4K | 0.00% | −148−5.3% | Reduced |
| Concord Wealth Partners | 2,850 | $135.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $139.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,165 | $150.0K | 0.00% | +1,954+161.4% | Added |
| Ameritas Investment Partners, Inc. | 3,345 | $158.5K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,172 | $201.4K | 0.00% | +4,172 | New |
| Entropy Technologies, LP | 4,322 | $204.7K | 0.02% | +4,322 | New |
| Park Avenue Securities LLC | 4,320 | $205.0K | 0.00% | +4,320 | New |
| FMR LLC | 4,364 | $206.7K | 0.00% | +568+15.0% | Added |
| Edge Capital Group, LLC | 4,425 | $209.6K | 0.01% | +4,425 | New |
| Mariner, LLC | 4,526 | $214.4K | 0.00% | +4,526 | New |
| Arbor Investment Advisors, LLC | 4,630 | $219.3K | 0.03% | +4,630 | New |
| Apollon Wealth Management, LLC | 4,883 | $231.3K | 0.01% | +4,883 | New |
| Pictet Asset Management Holding SA | 5,020 | $237.8K | 0.00% | +5,020 | New |
| Thoroughbred Financial Services, LLC | 5,187 | $245.0K | 0.02% | +5,187 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $247.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,257 | $249.0K | 0.00% | +5,257 | New |
| Allegiance Financial Group Advisory Services LLC | 5,373 | $254.5K | 0.09% | −2,019−27.3% | Reduced |
| Synovus Financial Corp | 5,500 | $260.5K | 0.00% | +5,500 | New |
| Handelsbanken Fonder AB | 5,600 | $265.0K | 0.00% | +5,600 | New |
| Hamilton Capital Partners Inc. | 5,708 | $270.4K | 0.02% | −4,090−41.7% | Reduced |
| XTX Topco Ltd | 6,149 | $291.3K | 0.02% | +6,149 | New |
| Public Employees Retirement System of Ohio | 6,262 | $296.6K | 0.00% | −13,440−68.2% | Reduced |
| ProShare Advisors LLC | 6,552 | $310.4K | 0.00% | +6,552 | New |
| Intech Investment Management LLC | 6,682 | $316.5K | 0.00% | +6,682 | New |
| Raymond James Financial Services Advisors, Inc. | 6,927 | $328.1K | 0.00% | +43+0.6% | Added |
| Tower Research Capital LLC (TRC) | 6,996 | $331.4K | 0.01% | −4,621−39.8% | Reduced |
| Balyasny Asset Management LLC | 7,239 | $342.9K | 0.00% | +7,239 | New |
| Ballentine Partners, LLC | 7,289 | $345.3K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,665 | $363.0K | 0.00% | +7,665 | New |
| HighTower Advisors, LLC | 7,672 | $364.0K | 0.00% | +7,672 | New |
| Benjamin Edwards Inc | 7,717 | $365.5K | 0.01% | +2,977+62.8% | Added |
| State of Tennessee, Treasury Department | 7,818 | $370.3K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,858 | $372.2K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,937 | $379.1K | 0.00% | +7,937 | New |
| Dark Forest Capital Management LP | 8,016 | $379.7K | 0.05% | −3,490−30.3% | Reduced |
| US Bancorp | 8,134 | $385.3K | 0.00% | +4,687+136.0% | Added |
| CWM Advisors, LLC | 8,672 | $410.8K | 0.04% | −1,414−14.0% | Reduced |
| Quent Capital, LLC | 8,900 | $421.6K | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $424.2K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,048 | $428.6K | 0.00% | −5,500−37.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,206 | $436.1K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 9,393 | $444.9K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 9,569 | $453.3K | 0.00% | +1,527+19.0% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $454.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,610 | $455.2K | 0.00% | −3,000−23.8% | Reduced |
| Arizona State Retirement System | 9,712 | $460.1K | 0.00% | +313+3.3% | Added |
| Truist Financial Corp | 9,853 | $466.7K | 0.00% | +962+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 9,820 | $474.5K | 0.00% | +9,820 | New |
| Central Pacific Bank - Trust Division | 10,036 | $475.4K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 10,194 | $482.9K | 0.00% | +2,725+36.5% | Added |