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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 15,620 | $617.8K | 0.00% | +3,553+29.4% | Added |
| Jane Street Group, LLC | 14,805 | $585.5K | 0.00% | −6,527−30.6% | Reduced |
| Royal Bank of Canada | 14,446 | $572.0K | 0.00% | +426+3.0% | Added |
| Janus Henderson Group PLC | 14,061 | $556.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 14,004 | $553.9K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,800 | $545.8K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,800 | $506.2K | 0.02% | −500−3.8% | Reduced |
| AQR Capital Management LLC | 12,770 | $505.1K | 0.00% | +12,770 | New |
| Nisa Investment Advisors, LLC | 12,531 | $495.6K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 12,322 | $487.3K | 0.05% | −428−3.4% | Reduced |
| New York State Common Retirement Fund | 12,184 | $481.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,971 | $433.9K | 0.03% | +10,971 | New |
| Centaurus Financial, Inc. | 10,630 | $420.0K | 0.03% | −800−7.0% | Reduced |
| Voya Investment Management LLC | 10,575 | $418.2K | 0.00% | −888−7.7% | Reduced |
| Signaturefd, LLC | 10,503 | $415.4K | 0.01% | −30−0.3% | Reduced |
| Arizona State Retirement System | 10,455 | $413.5K | 0.00% | +743+7.7% | Added |
| Central Pacific Bank - Trust Division | 10,392 | $411.0K | 0.05% | +356+3.5% | Added |
| LPL Financial LLC | 10,326 | $408.4K | 0.00% | +757+7.9% | Added |
| CWM Advisors, LLC | 10,124 | $400.4K | 0.04% | +1,452+16.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,120 | $400.2K | 0.00% | +914+9.9% | Added |
| ProShare Advisors LLC | 9,766 | $386.2K | 0.00% | +3,214+49.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,634 | $381.0K | 0.00% | +24+0.2% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $379.8K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 9,068 | $358.6K | 0.08% | +9,068 | New |
| Patriot Investment Management Inc. | 8,978 | $355.1K | 0.03% | −415−4.4% | Reduced |
| Smith, Salley & Associates | 8,954 | $354.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 8,844 | $349.8K | 0.00% | −1,350−13.2% | Reduced |
| Aquatic Capital Management LLC | 8,754 | $346.2K | 0.01% | +8,754 | New |
| Harbor Capital Advisors, Inc. | 8,679 | $343.0K | 0.01% | −2,197−20.2% | Reduced |
| Benjamin Edwards Inc | 8,516 | $336.8K | 0.00% | +799+10.4% | Added |
| Howe & Rusling Inc | 8,513 | $336.7K | 0.03% | +655+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 8,353 | $330.4K | 0.00% | −1,467−14.9% | Reduced |
| Sanctuary Advisors, LLC | 8,975 | $318.1K | 0.00% | +1,038+13.1% | Added |
| US Bancorp | 8,034 | $317.7K | 0.00% | −100−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $298.8K | 0.00% | +7,555 | New |
| Ballentine Partners, LLC | 7,367 | $291.4K | 0.00% | +78+1.1% | Added |
| Park Avenue Securities LLC | 6,990 | $276.0K | 0.00% | +2,670+61.8% | Added |
| Two Sigma Advisers, LP | 6,900 | $272.9K | 0.00% | −4,500−39.5% | Reduced |
| Hamilton Capital Partners Inc. | 6,844 | $270.7K | 0.02% | +1,136+19.9% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $265.0K | 0.00% | +6,700 | New |
| Verition Fund Management LLC | 6,628 | $262.1K | 0.00% | +6,628 | New |
| Allegiance Financial Group Advisory Services LLC | 6,313 | $249.7K | 0.08% | +940+17.5% | Added |
| Public Employees Retirement System of Ohio | 6,262 | $247.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,158 | $243.5K | 0.02% | +9+0.1% | Added |
| Handelsbanken Fonder AB | 6,000 | $237.0K | 0.00% | +400+7.1% | Added |
| Thoroughbred Financial Services, LLC | 5,594 | $221.0K | 0.01% | +407+7.8% | Added |
| Synovus Financial Corp | 5,500 | $217.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,238 | $207.2K | 0.00% | −19−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $206.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,238 | $167.6K | 0.00% | −126−2.9% | Reduced |
| SG Americas Securities, LLC | 4,157 | $164.0K | 0.00% | −10,136−70.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,345 | $132.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,165 | $125.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,000 | $118.7K | 0.00% | +1,498+99.7% | Added |
| Great West Life Assurance Co | 2,922 | $115.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $112.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,569 | $101.6K | 0.00% | −99−3.7% | Reduced |
| Quest Partners LLC | 2,383 | $94.2K | 0.01% | −14,763−86.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,078 | $82.2K | 0.00% | −4,918−70.3% | Reduced |
| Venturi Wealth Management, LLC | 1,789 | $70.8K | 0.00% | +1,789 | New |
| Laurel Wealth Advisors LLC | 1,600 | $63.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,148 | $45.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,097 | $43.0K | 0.00% | +1,097 | New |
| Quadrant Capital Group LLC | 924 | $36.5K | 0.00% | −422−31.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 817 | $32.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 681 | $27.8K | 0.00% | +255+59.9% | Added |
| Riverview Trust Co | 684 | $27.1K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 686 | $27.0K | 0.00% | +686 | New |
| R Squared Ltd | 590 | $23.3K | 0.02% | +590 | New |
| South State Corp. | 550 | $21.8K | 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 |
| First Horizon Advisors, Inc. | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 251 | $9.91K | 0.00% | −9−3.5% | Reduced |
| Fourth Dimension Wealth, LLC | 250 | $9.89K | 0.01% | +250 | New |
| Aster Capital Management (DIFC) Ltd | 243 | $9.61K | 0.00% | +243 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 221 | $8.75K | 0.00% | +221 | New |
| GAMMA Investing LLC | 201 | $7.95K | 0.00% | +73+57.0% | Added |
| Huntington National Bank | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 185 | $7.32K | 0.00% | +140+311.1% | Added |
| CWM, LLC | 176 | $7.00K | 0.00% | +11+6.7% | Added |
| Ronald Blue Trust, Inc. | 174 | $6.88K | 0.00% | −70,997−99.8% | Reduced |
| Parallel Advisors, LLC | 170 | $6.72K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 153 | $5.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 128 | $5.06K | 0.00% | +128 | New |
| Farther Finance Advisors, LLC | 127 | $5.02K | 0.00% | −19−13.0% | Reduced |
| Smartleaf Asset Management LLC | 123 | $4.87K | 0.00% | +17+16.0% | Added |
| Lindbrook Capital, LLC | 121 | $4.79K | 0.00% | −16−11.7% | Reduced |
| Mather Group, LLC. | 117 | $4.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| MAI Capital Management | 85 | $3.35K | 0.00% | +85 | New |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $1.78K | 0.00% | +5+12.5% | Added |
| Abound Wealth Management | 40 | $1.58K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.46K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 30 | $1.19K | 0.00% | +30 | New |