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, Q1 2025
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2025. 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
- 224
- +10 vs. Q4 2024
- Shares held
- 30.1M
- +167.4K (+0.6%) vs. Q4 2024
- Total value
- $803.6M
- −$381.9M (−32.2%) vs. Q4 2024
- New holders
- 43
- 86 more added
- Sold out
- 33
- 50 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,484,524 | $172.9M | 0.11% | +65,038+1.0% | Added |
| BlackRock, Inc. | 2,701,758 | $72.0M | 0.00% | −105,807−3.8% | Reduced |
| Vanguard Group Inc | 2,657,737 | $70.9M | 0.00% | +26,481+1.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,553,397 | $41.4M | 0.15% | +13,169+0.9% | Added |
| Dimensional Fund Advisors LP | 1,427,345 | $38.1M | 0.01% | +9,080+0.6% | Added |
| State Street Corp | 1,267,430 | $33.8M | 0.00% | −70,240−5.3% | Reduced |
| Diamond Hill Capital Management Inc | 1,066,891 | $28.4M | 0.13% | −157,235−12.8% | Reduced |
| Southernsun Asset Management, LLC | 871,934 | $23.2M | 3.37% | +75,214+9.4% | Added |
| Geode Capital Management, LLC | 794,951 | $21.2M | 0.00% | +22,155+2.9% | Added |
| Millennium Management LLC | 687,885 | $18.3M | 0.02% | +596,841+655.6% | Added |
| D. E. Shaw & Co., Inc. | 384,486 | $10.3M | 0.01% | +225,459+141.8% | Added |
| Balyasny Asset Management LLC | 369,070 | $9.84M | 0.02% | +353,105+2,211.7% | Added |
| Trust Co of the South | 330,600 | $8.81M | 1.84% | 00.0% | Unchanged |
| Citadel Advisors LLC | 311,741 | $8.31M | 0.01% | +217,409+230.5% | Added |
| Northern Trust Corp | 306,544 | $8.17M | 0.00% | −7,781−2.5% | Reduced |
| Nuveen, LLC | 304,420 | $8.12M | 0.00% | +304,420 | New |
| Manufacturers Life Insurance Company, The | 298,773 | $7.97M | 0.01% | +1,690+0.6% | Added |
| Citigroup Inc | 295,250 | $7.87M | 0.01% | +239,356+428.2% | Added |
| Qube Research & Technologies Ltd | 282,704 | $7.54M | 0.01% | +184,090+186.7% | Added |
| Charles Schwab Investment Management Inc | 280,875 | $7.49M | 0.00% | −3,127−1.1% | Reduced |
| Voloridge Investment Management, LLC | 265,965 | $7.09M | 0.03% | +171,743+182.3% | Added |
| Goldman Sachs Group Inc | 264,122 | $7.04M | 0.00% | +34,849+15.2% | Added |
| Motley Fool Wealth Management, LLC | 263,859 | $7.03M | 0.42% | +117,674+80.5% | Added |
| Jacobs Levy Equity Management, Inc | 231,441 | $6.17M | 0.02% | −4,393−1.9% | Reduced |
| Jane Street Group, LLC | 201,816 | $5.38M | 0.01% | +187,011+1,263.2% | Added |
| Bridgeway Capital Management, LLC | 190,682 | $5.08M | 0.13% | +90,931+91.2% | Added |
| JPMorgan Chase & Co | 188,366 | $5.02M | 0.00% | +61,623+48.6% | Added |
| CenterBook Partners LP | 173,565 | $4.63M | 0.29% | +57,217+49.2% | Added |
| Raymond James Financial Inc | 169,650 | $4.52M | 0.00% | +36,235+27.2% | Added |
| Morgan Stanley | 168,926 | $4.50M | 0.00% | +1,244+0.7% | Added |
| Bank of New York Mellon Corp | 165,208 | $4.40M | 0.00% | −7,688−4.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 157,598 | $4.20M | 0.01% | −1,860−1.2% | Reduced |
| Rice Hall James & Associates, LLC | 155,471 | $4.14M | 0.24% | +26,085+20.2% | Added |
| Envestnet Asset Management Inc | 145,117 | $3.87M | 0.00% | +20,430+16.4% | Added |
| Tudor Investment Corp Et Al | 137,963 | $3.68M | 0.03% | +76,683+125.1% | Added |
| Cubist Systematic Strategies, LLC | 132,020 | $3.52M | 0.05% | +132,020 | New |
| Deutsche Bank AG | 123,840 | $3.30M | 0.00% | +37,823+44.0% | Added |
| American Century Companies Inc | 121,307 | $3.23M | 0.00% | −37,783−23.7% | Reduced |
| Bank of America Corp | 114,441 | $3.05M | 0.00% | +53,981+89.3% | Added |
| UBS Group AG | 113,690 | $3.03M | 0.00% | +8,060+7.6% | Added |
| Squarepoint Ops LLC | 99,651 | $2.66M | 0.01% | +99,651 | New |
| Algert Global LLC | 99,316 | $2.65M | 0.07% | +2,560+2.6% | Added |
| Marshall Wace, LLP | 95,398 | $2.54M | 0.00% | +95,398 | New |
| Two Sigma Investments, LP | 94,074 | $2.51M | 0.01% | +94,074 | New |
| E. Ohman J:or Asset Management AB | 89,969 | $2.40M | 0.06% | +40,343+81.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 87,874 | $2.34M | 0.01% | +37,084+73.0% | Added |
| Motley Fool Asset Management LLC | 87,640 | $2.34M | 0.13% | +24,463+38.7% | Added |
| Commonwealth Equity Services, LLC | 86,145 | $2.30M | 0.00% | +6,732+8.5% | Added |
| Susquehanna International Group, LLP | 82,471 | $2.20M | 0.00% | +11,810+16.7% | Added |
| one8zero8, LLC | 75,476 | $2.01M | 0.48% | +7,475+11.0% | Added |
| TD Asset Management Inc | 73,366 | $1.96M | 0.00% | +2,396+3.4% | Added |
| Ameriprise Financial Inc | 71,199 | $1.90M | 0.00% | −755,257−91.4% | Reduced |
| Profit Investment Management, LLC | 71,135 | $1.90M | 1.76% | 00.0% | Unchanged |
| Swiss National Bank | 70,100 | $1.87M | 0.00% | −700−1.0% | Reduced |
| Wells Fargo & Company | 68,937 | $1.84M | 0.00% | −1,002−1.4% | Reduced |
| Dark Forest Capital Management LP | 68,867 | $1.84M | 0.08% | +68,867 | New |
| Empowered Funds, LLC | 65,931 | $1.76M | 0.03% | +65,931 | New |
| Two Sigma Advisers, LP | 65,500 | $1.75M | 0.00% | +58,600+849.3% | Added |
| Numerai GP LLC | 64,073 | $1.71M | 0.32% | +64,073 | New |
| Quantbot Technologies LP | 63,721 | $1.70M | 0.05% | +47,181+285.3% | Added |
| Trexquant Investment LP | 61,284 | $1.63M | 0.02% | +15,767+34.6% | Added |
| Barclays PLC | 61,193 | $1.63M | 0.00% | −17,804−22.5% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $1.58M | 0.07% | 00.0% | Unchanged |
| Norges Bank | 58,635 | $1.56M | 0.00% | −43,917−42.8% | Reduced |
| UBS Asset Management Americas Inc | 57,734 | $1.54M | 0.00% | −30,418−34.5% | Reduced |
| Captrust Financial Advisors | 57,466 | $1.53M | 0.00% | −906−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 57,438 | $1.53M | 0.00% | +21,789+61.1% | Added |
| Chatham Capital Group, Inc. | 57,253 | $1.53M | 0.25% | +2,535+4.6% | Added |
| Walleye Capital LLC | 55,693 | $1.48M | 0.02% | +55,693 | New |
| Renaissance Technologies LLC | 52,400 | $1.40M | 0.00% | +52,400 | New |
| Invesco Ltd. | 51,152 | $1.36M | 0.00% | +432+0.9% | Added |
| Rhumbline Advisers | 50,430 | $1.34M | 0.00% | +328+0.7% | Added |
| RMB Capital Management, LLC | 50,000 | $1.33M | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 47,730 | $1.27M | 0.04% | −18,995−28.5% | Reduced |
| Victory Capital Management Inc | 44,661 | $1.19M | 0.00% | −1,866−4.0% | Reduced |
| Russell Investments Group, Ltd. | 39,841 | $1.06M | 0.00% | −69,000−63.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,802 | $1.03M | 0.00% | +19,457+100.6% | Added |
| Campbell & CO Investment Adviser LLC | 38,385 | $1.02M | 0.08% | +38,385 | New |
| Verition Fund Management LLC | 38,290 | $1.02M | 0.01% | +31,662+477.7% | Added |
| Federated Hermes, Inc. | 38,080 | $1.02M | 0.00% | −1,851−4.6% | Reduced |
| Alliancebernstein L.P. | 37,370 | $996.3K | 0.00% | −548−1.4% | Reduced |
| Legal & General Group Plc | 37,156 | $993.2K | 0.00% | −1,471−3.8% | Reduced |
| Rafferty Asset Management, LLC | 36,455 | $971.9K | 0.00% | −8,885−19.6% | Reduced |
| RE Advisers Corp | 34,100 | $909.1K | 0.02% | −88,900−72.3% | Reduced |
| MML Investors Services, LLC | 33,725 | $899.0K | 0.00% | +6,503+23.9% | Added |
| SEI Investments Co | 33,719 | $898.9K | 0.00% | +10,907+47.8% | Added |
| California State Teachers Retirement System | 33,580 | $895.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 30,637 | $816.8K | 0.01% | +30,637 | New |
| Point72 Asset Management, L.P. | 30,500 | $813.1K | 0.00% | −43,620−58.9% | Reduced |
| Price T Rowe Associates Inc | 29,662 | $791.0K | 0.00% | +2,225+8.1% | Added |
| Aviance Capital Partners, LLC | 29,615 | $789.5K | 0.11% | +29,615 | New |
| Advisor Group Holdings, Inc. | 28,781 | $767.3K | 0.00% | +2,736+10.5% | Added |
| Level Four Advisory Services, LLC | 27,412 | $730.8K | 0.03% | +7,968+41.0% | Added |
| Stifel Financial Corp | 26,737 | $712.8K | 0.00% | +3,946+17.3% | Added |
| Principal Financial Group Inc | 26,437 | $704.8K | 0.00% | +298+1.1% | Added |
| Creative Planning | 26,288 | $700.8K | 0.00% | +17,444+197.2% | Added |
| Virtu Financial LLC | 24,651 | $657.0K | 0.04% | +24,651 | New |
| Quest Partners LLC | 23,758 | $633.4K | 0.07% | +21,375+897.0% | Added |
| Janus Henderson Group PLC | 23,242 | $617.4K | 0.00% | +9,181+65.3% | Added |
| Intech Investment Management LLC | 23,079 | $615.3K | 0.01% | +7,095+44.4% | Added |