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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 10,455 | $413.5K | 0.00% | +743+7.7% | Added |
| Signaturefd, LLC | 10,503 | $415.4K | 0.01% | −30−0.3% | Reduced |
| Voya Investment Management LLC | 10,575 | $418.2K | 0.00% | −888−7.7% | Reduced |
| Centaurus Financial, Inc. | 10,630 | $420.0K | 0.03% | −800−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,971 | $433.9K | 0.03% | +10,971 | New |
| New York State Common Retirement Fund | 12,184 | $481.9K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,322 | $487.3K | 0.05% | −428−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 12,531 | $495.6K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,770 | $505.1K | 0.00% | +12,770 | New |
| Stock Yards Bank & Trust Co | 12,800 | $506.2K | 0.02% | −500−3.8% | Reduced |
| Parsons Capital Management Inc | 13,800 | $545.8K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $553.9K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,061 | $556.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,446 | $572.0K | 0.00% | +426+3.0% | Added |
| Jane Street Group, LLC | 14,805 | $585.5K | 0.00% | −6,527−30.6% | Reduced |
| Cetera Investment Advisers | 15,620 | $617.8K | 0.00% | +3,553+29.4% | Added |
| Balyasny Asset Management LLC | 15,965 | $631.4K | 0.00% | +8,726+120.5% | Added |
| First Trust Advisors LP | 15,972 | $631.7K | 0.00% | −17,344−52.1% | Reduced |
| Intech Investment Management LLC | 15,984 | $632.2K | 0.01% | +9,302+139.2% | Added |
| First Hawaiian Bank | 16,002 | $632.9K | 0.02% | +551+3.6% | Added |
| Truist Financial Corp | 16,310 | $645.1K | 0.00% | +6,457+65.5% | Added |
| Quantbot Technologies LP | 16,540 | $654.2K | 0.02% | +16,540 | New |
| Corebridge Financial, Inc. | 17,239 | $681.8K | 0.00% | −1,301−7.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $711.9K | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,345 | $765.1K | 0.00% | −466−2.4% | Reduced |
| Level Four Advisory Services, LLC | 19,444 | $769.0K | 0.03% | +870+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,714 | $779.7K | 0.00% | +682+3.6% | Added |
| HSBC Holdings PLC | 20,491 | $810.6K | 0.00% | +16,319+391.2% | Added |
| Arcus Capital Partners, LLC | 20,000 | $830.2K | 0.26% | 00.0% | Unchanged |
| MetLife Investment Management | 21,135 | $835.9K | 0.00% | +1,169+5.9% | Added |
| Pinnacle Associates Ltd | 21,484 | $849.7K | 0.01% | +21,484 | New |
| Stifel Financial Corp | 22,791 | $901.4K | 0.00% | +3,071+15.6% | Added |
| SEI Investments Co | 22,812 | $902.2K | 0.00% | +182+0.8% | Added |
| Advisor Group Holdings, Inc. | 26,045 | $1.03M | 0.00% | +5,786+28.6% | Added |
| Principal Financial Group Inc | 26,139 | $1.03M | 0.00% | +2,340+9.8% | Added |
| MML Investors Services, LLC | 27,222 | $1.08M | 0.00% | +11,256+70.5% | Added |
| Price T Rowe Associates Inc | 27,437 | $1.09M | 0.00% | +2,594+10.4% | Added |
| California State Teachers Retirement System | 33,580 | $1.33M | 0.00% | +1,601+5.0% | Added |
| BNP Paribas Arbitrage, SA | 35,649 | $1.41M | 0.00% | +10,595+42.3% | Added |
| Advisory Services Network, LLC | 37,458 | $1.48M | 0.03% | +1,605+4.5% | Added |
| Alliancebernstein L.P. | 37,918 | $1.50M | 0.00% | −208−0.5% | Reduced |
| Legal & General Group Plc | 38,627 | $1.54M | 0.00% | +4,726+13.9% | Added |
| Federated Hermes, Inc. | 39,931 | $1.58M | 0.00% | +1,093+2.8% | Added |
| Rafferty Asset Management, LLC | 45,340 | $1.79M | 0.01% | +11,740+34.9% | Added |
| Trexquant Investment LP | 45,517 | $1.80M | 0.02% | +938+2.1% | Added |
| Victory Capital Management Inc | 46,527 | $1.84M | 0.00% | +14,293+44.3% | Added |
| E. Ohman J:or Asset Management AB | 49,626 | $1.96M | 0.05% | 00.0% | Unchanged |
| 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 |
| Rhumbline Advisers | 50,102 | $1.98M | 0.00% | +722+1.5% | Added |
| Invesco Ltd. | 50,720 | $2.01M | 0.00% | +298+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 50,790 | $2.01M | 0.01% | +960+1.9% | Added |
| Point72 Europe (London) LLP | 54,121 | $2.14M | 0.12% | +54,121 | New |
| Chatham Capital Group, Inc. | 54,718 | $2.16M | 0.36% | −1,240−2.2% | Reduced |
| Citigroup Inc | 55,894 | $2.21M | 0.00% | +13,464+31.7% | Added |
| Captrust Financial Advisors | 58,372 | $2.31M | 0.01% | −6,507−10.0% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $2.35M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 60,460 | $2.39M | 0.00% | −41,470−40.7% | Reduced |
| Tudor Investment Corp Et Al | 61,280 | $2.42M | 0.03% | −71,157−53.7% | Reduced |
| Motley Fool Asset Management LLC | 63,177 | $2.50M | 0.13% | +5,960+10.4% | Added |
| Salem Investment Counselors Inc | 66,725 | $2.64M | 0.09% | −20,635−23.6% | Reduced |
| one8zero8, LLC | 68,001 | $2.69M | 0.58% | +68,001 | New |
| Wells Fargo & Company | 69,939 | $2.77M | 0.00% | +8,649+14.1% | Added |
| Susquehanna International Group, LLP | 70,661 | $2.79M | 0.00% | +26,498+60.0% | Added |
| Swiss National Bank | 70,800 | $2.80M | 0.00% | +4,700+7.1% | Added |
| TD Asset Management Inc | 70,970 | $2.81M | 0.00% | +2,216+3.2% | Added |
| Profit Investment Management, LLC | 71,135 | $2.81M | 2.26% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 74,120 | $2.93M | 0.01% | +74,120 | New |
| Barclays PLC | 78,997 | $3.12M | 0.00% | +5,420+7.4% | Added |
| Commonwealth Equity Services, LLC | 79,413 | $3.14M | 0.00% | +2,301+3.0% | Added |
| Watchman Group, Inc. | 82,526 | $3.26M | 0.86% | −1,559−1.9% | Reduced |
| Deutsche Bank AG | 86,017 | $3.40M | 0.00% | +11,248+15.0% | Added |
| UBS Asset Management Americas Inc | 88,152 | $3.49M | 0.00% | +1,322+1.5% | Added |
| Millennium Management LLC | 91,044 | $3.60M | 0.00% | −127,687−58.4% | Reduced |
| Voloridge Investment Management, LLC | 94,222 | $3.73M | 0.01% | −18,945−16.7% | Reduced |
| Citadel Advisors LLC | 94,332 | $3.73M | 0.00% | −381,538−80.2% | Reduced |
| Algert Global LLC | 96,756 | $3.83M | 0.09% | +4,962+5.4% | Added |
| Qube Research & Technologies Ltd | 98,614 | $3.90M | 0.01% | +15,366+18.5% | Added |
| Bridgeway Capital Management, LLC | 99,751 | $3.95M | 0.09% | 00.0% | Unchanged |
| Norges Bank | 102,552 | $4.06M | 0.00% | −28,530−21.8% | Reduced |
| UBS Group AG | 105,630 | $4.18M | 0.00% | +23,768+29.0% | Added |
| Russell Investments Group, Ltd. | 108,841 | $4.30M | 0.01% | −6,595−5.7% | Reduced |
| West Chester Capital Advisors, Inc | 112,344 | $4.44M | 2.40% | +112,344 | New |
| CenterBook Partners LP | 116,348 | $4.60M | 0.27% | −36,738−24.0% | Reduced |
| RE Advisers Corp | 123,000 | $4.86M | 0.12% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 124,687 | $4.93M | 0.00% | +48,699+64.1% | Added |
| JPMorgan Chase & Co | 126,743 | $5.01M | 0.00% | +44,666+54.4% | Added |
| Rice Hall James & Associates, LLC | 129,386 | $5.12M | 0.28% | −1,981−1.5% | Reduced |
| Raymond James Financial Inc | 133,415 | $5.28M | 0.00% | +133,415 | New |
| Trillium Asset Management, LLC | 134,273 | $5.31M | 0.14% | −6,619−4.7% | Reduced |
| Motley Fool Wealth Management, LLC | 146,185 | $5.77M | 0.30% | −4,728−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 159,027 | $6.29M | 0.01% | −40,777−20.4% | Reduced |
| American Century Companies Inc | 159,090 | $6.29M | 0.00% | −12,263−7.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 159,458 | $6.31M | 0.02% | +8,550+5.7% | Added |
| Morgan Stanley | 167,682 | $6.63M | 0.00% | +9,813+6.2% | Added |
| Bank of New York Mellon Corp | 172,896 | $6.84M | 0.00% | +8,232+5.0% | Added |
| Goldman Sachs Group Inc | 229,273 | $9.07M | 0.00% | −35,386−13.4% | Reduced |
| Loomis Sayles & Co L P | 234,818 | $9.29M | 0.01% | +13,555+6.1% | Added |
| Jacobs Levy Equity Management, Inc | 235,834 | $9.33M | 0.03% | +50,525+27.3% | Added |
| Charles Schwab Investment Management Inc | 284,002 | $11.2M | 0.00% | +5,181+1.9% | Added |