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, Q4 2024
Institutional positions in Live Oak Bancshares, Inc. as of Dec 31, 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
- 216
- +7 vs. Q3 2024
- Shares held
- 30.4M
- +617.5K (+2.1%) vs. Q3 2024
- Total value
- $1.20B
- −$206.6M (−14.7%) vs. Q3 2024
- New holders
- 32
- 81 more added
- Sold out
- 25
- 54 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,419,486 | $253.9M | 0.16% | −37,303−0.6% | Reduced |
| BlackRock, Inc. | 2,807,565 | $111.0M | 0.00% | +39,818+1.4% | Added |
| Vanguard Group Inc | 2,631,256 | $104.1M | 0.00% | +10,213+0.4% | Added |
| Capital International Investors | 2,041,706 | $80.7M | 0.02% | +880,530+75.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,540,228 | $60.9M | 0.21% | −11,753−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,418,265 | $56.1M | 0.01% | +1,828+0.1% | Added |
| State Street Corp | 1,337,670 | $52.9M | 0.00% | +228,257+20.6% | Added |
| Diamond Hill Capital Management Inc | 1,224,126 | $48.4M | 0.21% | −415,117−25.3% | Reduced |
| Ameriprise Financial Inc | 826,456 | $32.7M | 0.01% | −26,572−3.1% | Reduced |
| Southernsun Asset Management, LLC | 796,720 | $31.5M | 3.93% | +74,193+10.3% | Added |
| Geode Capital Management, LLC | 772,796 | $30.6M | 0.00% | −928−0.1% | Reduced |
| Nuveen Asset Management, LLC | 374,981 | $14.8M | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 336,721 | $13.3M | 0.03% | +30,597+10.0% | Added |
| Trust Co of the South | 330,600 | $13.1M | 2.66% | 00.0% | Unchanged |
| Northern Trust Corp | 314,325 | $12.4M | 0.00% | +9,661+3.2% | Added |
| Manufacturers Life Insurance Company, The | 297,083 | $11.7M | 0.01% | −4,730−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 284,002 | $11.2M | 0.00% | +5,181+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 235,834 | $9.33M | 0.03% | +50,525+27.3% | Added |
| Loomis Sayles & Co L P | 234,818 | $9.29M | 0.01% | +13,555+6.1% | Added |
| Goldman Sachs Group Inc | 229,273 | $9.07M | 0.00% | −35,386−13.4% | Reduced |
| Bank of New York Mellon Corp | 172,896 | $6.84M | 0.00% | +8,232+5.0% | Added |
| Morgan Stanley | 167,682 | $6.63M | 0.00% | +9,813+6.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 159,458 | $6.31M | 0.02% | +8,550+5.7% | Added |
| American Century Companies Inc | 159,090 | $6.29M | 0.00% | −12,263−7.2% | Reduced |
| D. E. Shaw & Co., Inc. | 159,027 | $6.29M | 0.01% | −40,777−20.4% | Reduced |
| Motley Fool Wealth Management, LLC | 146,185 | $5.77M | 0.30% | −4,728−3.1% | Reduced |
| Trillium Asset Management, LLC | 134,273 | $5.31M | 0.14% | −6,619−4.7% | Reduced |
| Raymond James Financial Inc | 133,415 | $5.28M | 0.00% | +133,415 | New |
| Rice Hall James & Associates, LLC | 129,386 | $5.12M | 0.28% | −1,981−1.5% | Reduced |
| JPMorgan Chase & Co | 126,743 | $5.01M | 0.00% | +44,666+54.4% | Added |
| Envestnet Asset Management Inc | 124,687 | $4.93M | 0.00% | +48,699+64.1% | Added |
| RE Advisers Corp | 123,000 | $4.86M | 0.12% | 00.0% | Unchanged |
| CenterBook Partners LP | 116,348 | $4.60M | 0.27% | −36,738−24.0% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $4.44M | 2.40% | +112,344 | New |
| Russell Investments Group, Ltd. | 108,841 | $4.30M | 0.01% | −6,595−5.7% | Reduced |
| UBS Group AG | 105,630 | $4.18M | 0.00% | +23,768+29.0% | Added |
| Norges Bank | 102,552 | $4.06M | 0.00% | −28,530−21.8% | Reduced |
| Bridgeway Capital Management, LLC | 99,751 | $3.95M | 0.09% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 98,614 | $3.90M | 0.01% | +15,366+18.5% | Added |
| Algert Global LLC | 96,756 | $3.83M | 0.09% | +4,962+5.4% | Added |
| Citadel Advisors LLC | 94,332 | $3.73M | 0.00% | −381,538−80.2% | Reduced |
| Voloridge Investment Management, LLC | 94,222 | $3.73M | 0.01% | −18,945−16.7% | Reduced |
| Millennium Management LLC | 91,044 | $3.60M | 0.00% | −127,687−58.4% | Reduced |
| UBS Asset Management Americas Inc | 88,152 | $3.49M | 0.00% | +1,322+1.5% | Added |
| Deutsche Bank AG | 86,017 | $3.40M | 0.00% | +11,248+15.0% | Added |
| Watchman Group, Inc. | 82,526 | $3.26M | 0.86% | −1,559−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 79,413 | $3.14M | 0.00% | +2,301+3.0% | Added |
| Barclays PLC | 78,997 | $3.12M | 0.00% | +5,420+7.4% | Added |
| Point72 Asset Management, L.P. | 74,120 | $2.93M | 0.01% | +74,120 | New |
| Profit Investment Management, LLC | 71,135 | $2.81M | 2.26% | 00.0% | Unchanged |
| TD Asset Management Inc | 70,970 | $2.81M | 0.00% | +2,216+3.2% | Added |
| Swiss National Bank | 70,800 | $2.80M | 0.00% | +4,700+7.1% | Added |
| Susquehanna International Group, LLP | 70,661 | $2.79M | 0.00% | +26,498+60.0% | Added |
| Wells Fargo & Company | 69,939 | $2.77M | 0.00% | +8,649+14.1% | Added |
| one8zero8, LLC | 68,001 | $2.69M | 0.58% | +68,001 | New |
| Salem Investment Counselors Inc | 66,725 | $2.64M | 0.09% | −20,635−23.6% | Reduced |
| Motley Fool Asset Management LLC | 63,177 | $2.50M | 0.13% | +5,960+10.4% | Added |
| Tudor Investment Corp Et Al | 61,280 | $2.42M | 0.03% | −71,157−53.7% | Reduced |
| Bank of America Corp | 60,460 | $2.39M | 0.00% | −41,470−40.7% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $2.35M | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 58,372 | $2.31M | 0.01% | −6,507−10.0% | Reduced |
| Citigroup Inc | 55,894 | $2.21M | 0.00% | +13,464+31.7% | Added |
| Chatham Capital Group, Inc. | 54,718 | $2.16M | 0.36% | −1,240−2.2% | Reduced |
| Point72 Europe (London) LLP | 54,121 | $2.14M | 0.12% | +54,121 | New |
| Fuller & Thaler Asset Management, Inc. | 50,790 | $2.01M | 0.01% | +960+1.9% | Added |
| Invesco Ltd. | 50,720 | $2.01M | 0.00% | +298+0.6% | Added |
| Rhumbline Advisers | 50,102 | $1.98M | 0.00% | +722+1.5% | Added |
| RMB Capital Management, LLC | 50,000 | $1.98M | 0.05% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 50,000 | $1.98M | 1.12% | +50,000 | New |
| E. Ohman J:or Asset Management AB | 49,626 | $1.96M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 46,527 | $1.84M | 0.00% | +14,293+44.3% | Added |
| Trexquant Investment LP | 45,517 | $1.80M | 0.02% | +938+2.1% | Added |
| Rafferty Asset Management, LLC | 45,340 | $1.79M | 0.01% | +11,740+34.9% | Added |
| Federated Hermes, Inc. | 39,931 | $1.58M | 0.00% | +1,093+2.8% | Added |
| Legal & General Group Plc | 38,627 | $1.54M | 0.00% | +4,726+13.9% | Added |
| Alliancebernstein L.P. | 37,918 | $1.50M | 0.00% | −208−0.5% | Reduced |
| Advisory Services Network, LLC | 37,458 | $1.48M | 0.03% | +1,605+4.5% | Added |
| BNP Paribas Arbitrage, SA | 35,649 | $1.41M | 0.00% | +10,595+42.3% | Added |
| California State Teachers Retirement System | 33,580 | $1.33M | 0.00% | +1,601+5.0% | Added |
| Price T Rowe Associates Inc | 27,437 | $1.09M | 0.00% | +2,594+10.4% | Added |
| MML Investors Services, LLC | 27,222 | $1.08M | 0.00% | +11,256+70.5% | Added |
| Principal Financial Group Inc | 26,139 | $1.03M | 0.00% | +2,340+9.8% | Added |
| Advisor Group Holdings, Inc. | 26,045 | $1.03M | 0.00% | +5,786+28.6% | Added |
| SEI Investments Co | 22,812 | $902.2K | 0.00% | +182+0.8% | Added |
| Stifel Financial Corp | 22,791 | $901.4K | 0.00% | +3,071+15.6% | Added |
| Pinnacle Associates Ltd | 21,484 | $849.7K | 0.01% | +21,484 | New |
| MetLife Investment Management | 21,135 | $835.9K | 0.00% | +1,169+5.9% | Added |
| Arcus Capital Partners, LLC | 20,000 | $830.2K | 0.26% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,491 | $810.6K | 0.00% | +16,319+391.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,714 | $779.7K | 0.00% | +682+3.6% | Added |
| Level Four Advisory Services, LLC | 19,444 | $769.0K | 0.03% | +870+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,345 | $765.1K | 0.00% | −466−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $711.9K | 0.09% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 17,239 | $681.8K | 0.00% | −1,301−7.0% | Reduced |
| Quantbot Technologies LP | 16,540 | $654.2K | 0.02% | +16,540 | New |
| Truist Financial Corp | 16,310 | $645.1K | 0.00% | +6,457+65.5% | Added |
| First Hawaiian Bank | 16,002 | $632.9K | 0.02% | +551+3.6% | Added |
| Intech Investment Management LLC | 15,984 | $632.2K | 0.01% | +9,302+139.2% | Added |
| First Trust Advisors LP | 15,972 | $631.7K | 0.00% | −17,344−52.1% | Reduced |
| Balyasny Asset Management LLC | 15,965 | $631.4K | 0.00% | +8,726+120.5% | Added |