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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 13,300 | $630.0K | 0.02% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,750 | $604.0K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,531 | $593.6K | 0.00% | −1,600−11.3% | Reduced |
| New York State Common Retirement Fund | 12,184 | $577.2K | 0.00% | −2,300−15.9% | Reduced |
| Cetera Investment Advisers | 12,067 | $571.6K | 0.00% | +353+3.0% | Added |
| Voya Investment Management LLC | 11,463 | $543.0K | 0.00% | −286−2.4% | Reduced |
| Centaurus Financial, Inc. | 11,430 | $541.0K | 0.03% | −23−0.2% | Reduced |
| Two Sigma Advisers, LP | 11,400 | $540.0K | 0.00% | −37,200−76.5% | Reduced |
| Harbor Capital Advisors, Inc. | 10,876 | $515.0K | 0.02% | +1,443+15.3% | Added |
| Signaturefd, LLC | 10,533 | $498.9K | 0.01% | +97+0.9% | Added |
| 49 Wealth Management, LLC | 10,212 | $483.8K | 0.08% | +212+2.1% | Added |
| Creative Planning | 10,194 | $482.9K | 0.00% | +2,725+36.5% | Added |
| Central Pacific Bank - Trust Division | 10,036 | $475.4K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,820 | $474.5K | 0.00% | +9,820 | New |
| Truist Financial Corp | 9,853 | $466.7K | 0.00% | +962+10.8% | Added |
| Arizona State Retirement System | 9,712 | $460.1K | 0.00% | +313+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 9,610 | $455.2K | 0.00% | −3,000−23.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $454.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,569 | $453.3K | 0.00% | +1,527+19.0% | Added |
| Patriot Investment Management Inc. | 9,393 | $444.9K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,206 | $436.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,048 | $428.6K | 0.00% | −5,500−37.8% | Reduced |
| Smith, Salley & Associates | 8,954 | $424.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,900 | $421.6K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,672 | $410.8K | 0.04% | −1,414−14.0% | Reduced |
| US Bancorp | 8,134 | $385.3K | 0.00% | +4,687+136.0% | Added |
| Dark Forest Capital Management LP | 8,016 | $379.7K | 0.05% | −3,490−30.3% | Reduced |
| Sanctuary Advisors, LLC | 7,937 | $379.1K | 0.00% | +7,937 | New |
| Howe & Rusling Inc | 7,858 | $372.2K | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,818 | $370.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,717 | $365.5K | 0.01% | +2,977+62.8% | Added |
| HighTower Advisors, LLC | 7,672 | $364.0K | 0.00% | +7,672 | New |
| ExodusPoint Capital Management, LP | 7,665 | $363.0K | 0.00% | +7,665 | New |
| Ballentine Partners, LLC | 7,289 | $345.3K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,239 | $342.9K | 0.00% | +7,239 | New |
| Tower Research Capital LLC (TRC) | 6,996 | $331.4K | 0.01% | −4,621−39.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,927 | $328.1K | 0.00% | +43+0.6% | Added |
| Intech Investment Management LLC | 6,682 | $316.5K | 0.00% | +6,682 | New |
| ProShare Advisors LLC | 6,552 | $310.4K | 0.00% | +6,552 | New |
| Public Employees Retirement System of Ohio | 6,262 | $296.6K | 0.00% | −13,440−68.2% | Reduced |
| XTX Topco Ltd | 6,149 | $291.3K | 0.02% | +6,149 | New |
| Hamilton Capital Partners Inc. | 5,708 | $270.4K | 0.02% | −4,090−41.7% | Reduced |
| Handelsbanken Fonder AB | 5,600 | $265.0K | 0.00% | +5,600 | New |
| Synovus Financial Corp | 5,500 | $260.5K | 0.00% | +5,500 | New |
| Allegiance Financial Group Advisory Services LLC | 5,373 | $254.5K | 0.09% | −2,019−27.3% | Reduced |
| Pathstone Holdings, LLC | 5,257 | $249.0K | 0.00% | +5,257 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $247.0K | 0.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,187 | $245.0K | 0.02% | +5,187 | New |
| Pictet Asset Management Holding SA | 5,020 | $237.8K | 0.00% | +5,020 | New |
| Apollon Wealth Management, LLC | 4,883 | $231.3K | 0.01% | +4,883 | New |
| Arbor Investment Advisors, LLC | 4,630 | $219.3K | 0.03% | +4,630 | New |
| Mariner, LLC | 4,526 | $214.4K | 0.00% | +4,526 | New |
| Edge Capital Group, LLC | 4,425 | $209.6K | 0.01% | +4,425 | New |
| FMR LLC | 4,364 | $206.7K | 0.00% | +568+15.0% | Added |
| Park Avenue Securities LLC | 4,320 | $205.0K | 0.00% | +4,320 | New |
| Entropy Technologies, LP | 4,322 | $204.7K | 0.02% | +4,322 | New |
| HSBC Holdings PLC | 4,172 | $201.4K | 0.00% | +4,172 | New |
| Ameritas Investment Partners, Inc. | 3,345 | $158.5K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,165 | $150.0K | 0.00% | +1,954+161.4% | Added |
| Great West Life Assurance Co | 2,922 | $139.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $135.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,668 | $126.4K | 0.00% | −148−5.3% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $75.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,502 | $71.2K | 0.00% | +245+19.5% | Added |
| nVerses Capital, LLC | 1,500 | $71.1K | 0.03% | +700+87.5% | Added |
| Quadrant Capital Group LLC | 1,346 | $63.8K | 0.00% | +39+3.0% | Added |
| Amalgamated Bank | 1,148 | $54.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 817 | $38.7K | 0.00% | +13+1.6% | Added |
| Quarry LP | 713 | $33.8K | 0.01% | +354+98.6% | Added |
| Riverview Trust Co | 684 | $32.4K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 650 | $30.8K | 0.01% | −400−38.1% | Reduced |
| South State Corp. | 550 | $26.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 426 | $20.2K | 0.00% | +49+13.0% | Added |
| First Horizon Advisors, Inc. | 400 | $18.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 260 | $12.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $9.47K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $9.47K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $8.05K | 0.00% | +5+3.0% | Added |
| CWM, LLC | 165 | $8.00K | 0.00% | +53+47.3% | Added |
| Semmax Financial Advisors Inc. | 153 | $7.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 146 | $6.92K | 0.00% | −4−2.7% | Reduced |
| Lindbrook Capital, LLC | 137 | $6.49K | 0.00% | +9+7.0% | Added |
| Hanseatic Management Services Inc | 133 | $6.30K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 128 | $6.06K | 0.00% | +74+137.0% | Added |
| Colonial Trust Advisors | 124 | $5.88K | 0.00% | −148−54.4% | Reduced |
| Mather Group, LLC. | 117 | $5.54K | 0.00% | −127−52.0% | Reduced |
| Smartleaf Asset Management LLC | 106 | $5.03K | 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 |
| Gilliland Jeter Wealth Management LLC | 74 | $3.50K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 54 | $2.56K | 0.00% | −11−16.9% | Reduced |
| Sterling Capital Management LLC | 45 | $2.13K | 0.00% | +45 | New |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | −7−12.7% | Reduced |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | +40 | New |
| Abound Wealth Management | 40 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.90K | 0.00% | +30+300.0% | Added |
| Whittier Trust Co | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |