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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 297,083 | $11.7M | 0.01% | −4,730−1.6% | Reduced |
| Northern Trust Corp | 314,325 | $12.4M | 0.00% | +9,661+3.2% | Added |
| Trust Co of the South | 330,600 | $13.1M | 2.66% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 336,721 | $13.3M | 0.03% | +30,597+10.0% | Added |
| Nuveen Asset Management, LLC | 374,981 | $14.8M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 772,796 | $30.6M | 0.00% | −928−0.1% | Reduced |
| Southernsun Asset Management, LLC | 796,720 | $31.5M | 3.93% | +74,193+10.3% | Added |
| Ameriprise Financial Inc | 826,456 | $32.7M | 0.01% | −26,572−3.1% | Reduced |
| Diamond Hill Capital Management Inc | 1,224,126 | $48.4M | 0.21% | −415,117−25.3% | Reduced |
| State Street Corp | 1,337,670 | $52.9M | 0.00% | +228,257+20.6% | Added |
| Dimensional Fund Advisors LP | 1,418,265 | $56.1M | 0.01% | +1,828+0.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,540,228 | $60.9M | 0.21% | −11,753−0.8% | Reduced |
| Capital International Investors | 2,041,706 | $80.7M | 0.02% | +880,530+75.8% | Added |
| Vanguard Group Inc | 2,631,256 | $104.1M | 0.00% | +10,213+0.4% | Added |
| BlackRock, Inc. | 2,807,565 | $111.0M | 0.00% | +39,818+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 6,419,486 | $253.9M | 0.16% | −37,303−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −67,029−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −51,027−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −20,833−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,672−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |