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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 20 | $0 | 0.00% | +5+33.3% | Added |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| TFC Financial Management | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $40 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $79 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $79 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 5 | $198 | 0.00% | −49−90.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $238 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8 | $316 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $317 | 0.00% | −1−11.1% | Reduced |
| Allworth Financial LP | 8 | $327 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 14 | $516 | 0.00% | +14 | New |
| Missouri Trust & Investment Co | 16 | $633 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $870 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 25 | $989 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 30 | $1.19K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 37 | $1.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.78K | 0.00% | +5+12.5% | Added |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 85 | $3.35K | 0.00% | +85 | New |
| Federation des caisses Desjardins du Quebec | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 100 | $3.96K | 0.00% | +100 | New |
| Mather Group, LLC. | 117 | $4.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 121 | $4.79K | 0.00% | −16−11.7% | Reduced |
| Smartleaf Asset Management LLC | 123 | $4.87K | 0.00% | +17+16.0% | Added |
| Farther Finance Advisors, LLC | 127 | $5.02K | 0.00% | −19−13.0% | Reduced |
| SBI Securities Co., Ltd. | 128 | $5.06K | 0.00% | +128 | New |
| Semmax Financial Advisors Inc. | 153 | $5.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $6.72K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $6.88K | 0.00% | −70,997−99.8% | Reduced |
| CWM, LLC | 176 | $7.00K | 0.00% | +11+6.7% | Added |
| Sterling Capital Management LLC | 185 | $7.32K | 0.00% | +140+311.1% | Added |
| Huntington National Bank | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 201 | $7.95K | 0.00% | +73+57.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 221 | $8.75K | 0.00% | +221 | New |
| Aster Capital Management (DIFC) Ltd | 243 | $9.61K | 0.00% | +243 | New |
| Fourth Dimension Wealth, LLC | 250 | $9.89K | 0.01% | +250 | New |
| Comerica Bank | 251 | $9.91K | 0.00% | −9−3.5% | Reduced |
| First Horizon Advisors, Inc. | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 500 | $19.8K | 0.00% | −150−23.1% | Reduced |
| Center for Financial Planning, Inc. | 500 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $19.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 550 | $21.8K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 590 | $23.3K | 0.02% | +590 | New |
| Picton Mahoney Asset Management | 686 | $27.0K | 0.00% | +686 | New |
| Riverview Trust Co | 684 | $27.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 681 | $27.8K | 0.00% | +255+59.9% | Added |
| Whittier Trust Co of Nevada Inc | 817 | $32.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 924 | $36.5K | 0.00% | −422−31.4% | Reduced |
| Simplex Trading, LLC | 1,097 | $43.0K | 0.00% | +1,097 | New |
| Amalgamated Bank | 1,148 | $45.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,600 | $63.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,789 | $70.8K | 0.00% | +1,789 | New |
| Tower Research Capital LLC (TRC) | 2,078 | $82.2K | 0.00% | −4,918−70.3% | Reduced |
| Quest Partners LLC | 2,383 | $94.2K | 0.01% | −14,763−86.1% | Reduced |
| Global Retirement Partners, LLC | 2,569 | $101.6K | 0.00% | −99−3.7% | Reduced |
| Concord Wealth Partners | 2,850 | $112.7K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $115.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,000 | $118.7K | 0.00% | +1,498+99.7% | Added |
| New York State Teachers Retirement System | 3,165 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,345 | $132.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,157 | $164.0K | 0.00% | −10,136−70.9% | Reduced |
| FMR LLC | 4,238 | $167.6K | 0.00% | −126−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $206.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,238 | $207.2K | 0.00% | −19−0.4% | Reduced |
| Synovus Financial Corp | 5,500 | $217.5K | 0.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,594 | $221.0K | 0.01% | +407+7.8% | Added |
| Handelsbanken Fonder AB | 6,000 | $237.0K | 0.00% | +400+7.1% | Added |
| XTX Topco Ltd | 6,158 | $243.5K | 0.02% | +9+0.1% | Added |
| Public Employees Retirement System of Ohio | 6,262 | $247.7K | 0.00% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 6,313 | $249.7K | 0.08% | +940+17.5% | Added |
| Verition Fund Management LLC | 6,628 | $262.1K | 0.00% | +6,628 | New |
| KLP Kapitalforvaltning AS | 6,700 | $265.0K | 0.00% | +6,700 | New |
| Hamilton Capital Partners Inc. | 6,844 | $270.7K | 0.02% | +1,136+19.9% | Added |
| Two Sigma Advisers, LP | 6,900 | $272.9K | 0.00% | −4,500−39.5% | Reduced |
| Park Avenue Securities LLC | 6,990 | $276.0K | 0.00% | +2,670+61.8% | Added |
| Ballentine Partners, LLC | 7,367 | $291.4K | 0.00% | +78+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $298.8K | 0.00% | +7,555 | New |
| US Bancorp | 8,034 | $317.7K | 0.00% | −100−1.2% | Reduced |
| Sanctuary Advisors, LLC | 8,975 | $318.1K | 0.00% | +1,038+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,353 | $330.4K | 0.00% | −1,467−14.9% | Reduced |
| Howe & Rusling Inc | 8,513 | $336.7K | 0.03% | +655+8.3% | Added |
| Benjamin Edwards Inc | 8,516 | $336.8K | 0.00% | +799+10.4% | Added |
| Harbor Capital Advisors, Inc. | 8,679 | $343.0K | 0.01% | −2,197−20.2% | Reduced |
| Aquatic Capital Management LLC | 8,754 | $346.2K | 0.01% | +8,754 | New |
| Creative Planning | 8,844 | $349.8K | 0.00% | −1,350−13.2% | Reduced |
| Smith, Salley & Associates | 8,954 | $354.1K | 0.02% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 8,978 | $355.1K | 0.03% | −415−4.4% | Reduced |
| Inceptionr LLC | 9,068 | $358.6K | 0.08% | +9,068 | New |
| State Board of Administration of Florida Retirement System | 9,604 | $379.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,634 | $381.0K | 0.00% | +24+0.2% | Added |
| ProShare Advisors LLC | 9,766 | $386.2K | 0.00% | +3,214+49.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,120 | $400.2K | 0.00% | +914+9.9% | Added |
| CWM Advisors, LLC | 10,124 | $400.4K | 0.04% | +1,452+16.7% | Added |
| LPL Financial LLC | 10,326 | $408.4K | 0.00% | +757+7.9% | Added |
| Central Pacific Bank - Trust Division | 10,392 | $411.0K | 0.05% | +356+3.5% | Added |