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 |
|---|---|---|---|---|---|
| 49 Wealth Management, LLC | 10,212 | $483.8K | 0.08% | +212+2.1% | Added |
| Signaturefd, LLC | 10,533 | $498.9K | 0.01% | +97+0.9% | Added |
| Harbor Capital Advisors, Inc. | 10,876 | $515.0K | 0.02% | +1,443+15.3% | Added |
| Two Sigma Advisers, LP | 11,400 | $540.0K | 0.00% | −37,200−76.5% | Reduced |
| Centaurus Financial, Inc. | 11,430 | $541.0K | 0.03% | −23−0.2% | Reduced |
| Voya Investment Management LLC | 11,463 | $543.0K | 0.00% | −286−2.4% | Reduced |
| Cetera Investment Advisers | 12,067 | $571.6K | 0.00% | +353+3.0% | Added |
| New York State Common Retirement Fund | 12,184 | $577.2K | 0.00% | −2,300−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 12,531 | $593.6K | 0.00% | −1,600−11.3% | Reduced |
| Banc Funds Co LLC | 12,750 | $604.0K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,300 | $630.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,800 | $653.7K | 0.04% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $663.4K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,020 | $664.0K | 0.00% | +3,893+38.4% | Added |
| Janus Henderson Group PLC | 14,061 | $666.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,293 | $677.0K | 0.00% | +8,011+127.5% | Added |
| First Hawaiian Bank | 15,451 | $731.9K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 18,574 | $737.6K | 0.03% | +7,004+60.5% | Added |
| MML Investors Services, LLC | 15,966 | $756.0K | 0.00% | +1,293+8.8% | Added |
| Quest Partners LLC | 17,146 | $812.2K | 0.07% | +15,120+746.3% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $852.7K | 0.10% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 18,540 | $878.2K | 0.00% | −115−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,032 | $901.5K | 0.00% | +2,762+17.0% | Added |
| Stifel Financial Corp | 19,720 | $934.1K | 0.00% | +7,357+59.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,811 | $938.5K | 0.00% | −8,180−29.2% | Reduced |
| MetLife Investment Management | 19,966 | $945.8K | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 20,000 | $947.4K | 0.34% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,259 | $959.7K | 0.00% | +6,827+50.8% | Added |
| Natixis Advisors, L.P. | 20,833 | $987.0K | 0.00% | −356−1.7% | Reduced |
| Jane Street Group, LLC | 21,332 | $1.01M | 0.00% | −46,167−68.4% | Reduced |
| SEI Investments Co | 22,630 | $1.07M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 23,799 | $1.13M | 0.00% | −2,272−8.7% | Reduced |
| Price T Rowe Associates Inc | 24,843 | $1.18M | 0.00% | +1,214+5.1% | Added |
| BNP Paribas Arbitrage, SA | 25,054 | $1.19M | 0.00% | +8,726+53.4% | Added |
| Advisory Services Network, LLC | 35,853 | $1.26M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 31,979 | $1.51M | 0.00% | −854−2.6% | Reduced |
| Victory Capital Management Inc | 32,234 | $1.53M | 0.00% | −25,474−44.1% | Reduced |
| First Trust Advisors LP | 33,316 | $1.58M | 0.00% | +17,218+107.0% | Added |
| Rafferty Asset Management, LLC | 33,600 | $1.59M | 0.01% | −14,806−30.6% | Reduced |
| Legal & General Group Plc | 33,901 | $1.61M | 0.00% | +3,216+10.5% | Added |
| Alliancebernstein L.P. | 38,126 | $1.81M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 38,838 | $1.84M | 0.00% | −565−1.4% | Reduced |
| Citigroup Inc | 42,430 | $2.01M | 0.00% | +6,544+18.2% | Added |
| Susquehanna International Group, LLP | 44,163 | $2.09M | 0.00% | −16,855−27.6% | Reduced |
| Trexquant Investment LP | 44,579 | $2.11M | 0.03% | +37,651+543.5% | Added |
| Rhumbline Advisers | 49,380 | $2.34M | 0.00% | −1,405−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 49,626 | $2.35M | 0.06% | +3,700+8.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,830 | $2.36M | 0.01% | +13,145+35.8% | Added |
| RMB Capital Management, LLC | 50,000 | $2.37M | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 50,422 | $2.39M | 0.00% | −3,891−7.2% | Reduced |
| Sequoia Financial Advisors, LLC | 51,027 | $2.42M | 0.03% | +170.0% | Added |
| Ronald Blue Trust, Inc. | 71,171 | $2.50M | 0.03% | −181,823−71.9% | Reduced |
| Motley Fool Asset Management LLC | 57,217 | $2.63M | 0.16% | −1,192−2.0% | Reduced |
| Chatham Capital Group, Inc. | 55,958 | $2.65M | 0.43% | +12,143+27.7% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $2.81M | 0.12% | −6,000−9.2% | Reduced |
| Wells Fargo & Company | 61,290 | $2.90M | 0.00% | +7,431+13.8% | Added |
| Captrust Financial Advisors | 64,879 | $3.07M | 0.01% | −1,711−2.6% | Reduced |
| Swiss National Bank | 66,100 | $3.13M | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 67,029 | $3.24M | 0.02% | +67,029 | New |
| TD Asset Management Inc | 68,754 | $3.26M | 0.00% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 71,135 | $3.37M | 2.65% | −48,820−40.7% | Reduced |
| Barclays PLC | 73,577 | $3.49M | 0.00% | +41,662+130.5% | Added |
| Deutsche Bank AG | 74,769 | $3.54M | 0.00% | +5,223+7.5% | Added |
| Envestnet Asset Management Inc | 75,988 | $3.60M | 0.00% | +9,858+14.9% | Added |
| Commonwealth Equity Services, LLC | 77,112 | $3.65M | 0.01% | −9,237−10.7% | Reduced |
| UBS Group AG | 81,862 | $3.88M | 0.00% | +56,093+217.7% | Added |
| JPMorgan Chase & Co | 82,077 | $3.89M | 0.00% | +54,286+195.3% | Added |
| Qube Research & Technologies Ltd | 83,248 | $3.94M | 0.01% | +4,451+5.6% | Added |
| Watchman Group, Inc. | 84,085 | $3.98M | 1.04% | +2,058+2.5% | Added |
| UBS Asset Management Americas Inc | 86,830 | $4.11M | 0.00% | −18,238−17.4% | Reduced |
| Salem Investment Counselors Inc | 87,360 | $4.14M | 0.12% | −4,500−4.9% | Reduced |
| Algert Global LLC | 91,794 | $4.35M | 0.12% | −467−0.5% | Reduced |
| Raymond James & Associates | 95,483 | $4.52M | 0.00% | +4,271+4.7% | Added |
| Bridgeway Capital Management, LLC | 99,751 | $4.73M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 101,930 | $4.83M | 0.00% | −9,595−8.6% | Reduced |
| Voloridge Investment Management, LLC | 113,167 | $5.36M | 0.02% | −7,760−6.4% | Reduced |
| Russell Investments Group, Ltd. | 115,436 | $5.47M | 0.01% | −4,512−3.8% | Reduced |
| RE Advisers Corp | 123,000 | $5.83M | 0.14% | 00.0% | Unchanged |
| Norges Bank | 131,082 | $6.21M | 0.00% | −25,775−16.4% | Reduced |
| Rice Hall James & Associates, LLC | 131,367 | $6.22M | 0.34% | −1,062−0.8% | Reduced |
| Tudor Investment Corp Et Al | 132,437 | $6.27M | 0.07% | +132,437 | New |
| Trillium Asset Management, LLC | 140,892 | $6.67M | 0.16% | +17,709+14.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 150,908 | $7.15M | 0.02% | −26,000−14.7% | Reduced |
| Motley Fool Wealth Management, LLC | 150,913 | $7.15M | 0.36% | −2,454−1.6% | Reduced |
| CenterBook Partners LP | 153,086 | $7.25M | 0.45% | −4,652−2.9% | Reduced |
| Morgan Stanley | 157,869 | $7.48M | 0.00% | +58,599+59.0% | Added |
| Bank of New York Mellon Corp | 164,664 | $7.80M | 0.00% | −22,297−11.9% | Reduced |
| American Century Companies Inc | 171,353 | $8.12M | 0.00% | −50,416−22.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 185,309 | $8.78M | 0.03% | +83,639+82.3% | Added |
| D. E. Shaw & Co., Inc. | 199,804 | $9.46M | 0.01% | −43,889−18.0% | Reduced |
| Millennium Management LLC | 218,731 | $10.4M | 0.01% | −271,057−55.3% | Reduced |
| Loomis Sayles & Co L P | 221,263 | $10.5M | 0.01% | +7,662+3.6% | Added |
| Goldman Sachs Group Inc | 264,659 | $12.5M | 0.00% | +49,125+22.8% | Added |
| Charles Schwab Investment Management Inc | 278,821 | $13.2M | 0.00% | +8,116+3.0% | Added |
| Manufacturers Life Insurance Company, The | 301,813 | $14.3M | 0.01% | −7,739−2.5% | Reduced |
| Northern Trust Corp | 304,664 | $14.4M | 0.00% | +13,134+4.5% | Added |
| Standard Life Aberdeen plc | 306,124 | $14.5M | 0.03% | +306,124 | New |
| Trust Co of the South | 330,600 | $15.7M | 3.32% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 374,981 | $17.8M | 0.00% | +26,420+7.6% | Added |
| Citadel Advisors LLC | 475,870 | $22.5M | 0.02% | +284,918+149.2% | Added |