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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | −3−15.0% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $26 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 4 | $107 | 0.00% | −26−86.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $160 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $160 | 0.00% | +1+20.0% | Added |
| Global Financial Private Client, LLC | 6 | $160 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 7 | $187 | 0.00% | −1−12.5% | Reduced |
| WealthTrak Capital Management LLC | 10 | $267 | 0.00% | +10 | New |
| Allworth Financial LP | 13 | $344 | 0.00% | +5+62.5% | Added |
| Stephens Consulting, LLC | 15 | $400 | 0.00% | +15 | New |
| Missouri Trust & Investment Co | 16 | $427 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $427 | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $456 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 25 | $667 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $800 | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 37 | $986 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $987 | 0.00% | +37 | New |
| Hantz Financial Services, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $1.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $1.47K | 0.00% | +10+22.2% | Added |
| Versant Capital Management, Inc | 58 | $1.55K | 0.00% | +58 | New |
| Lindbrook Capital, LLC | 62 | $1.65K | 0.00% | −59−48.8% | Reduced |
| Skopos Labs, Inc. | 62 | $1.65K | 0.00% | +48+342.9% | Added |
| MAI Capital Management | 85 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95 | $2.55K | 0.00% | −32−25.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $2.72K | 0.00% | +102 | New |
| Sterling Capital Management LLC | 109 | $2.91K | 0.00% | −76−41.1% | Reduced |
| Parallel Advisors, LLC | 109 | $2.91K | 0.00% | −61−35.9% | Reduced |
| Mather Group, LLC. | 117 | $3.12K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 123 | $3.28K | 0.00% | +123 | New |
| SBI Securities Co., Ltd. | 128 | $3.41K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 150 | $4.00K | 0.00% | −8,529−98.3% | Reduced |
| Semmax Financial Advisors Inc. | 153 | $4.17K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $4.30K | 0.00% | +39+31.7% | Added |
| Ronald Blue Trust, Inc. | 174 | $4.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 237 | $6.00K | 0.00% | +61+34.7% | Added |
| Fourth Dimension Wealth, LLC | 250 | $6.67K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 354 | $9.44K | 0.00% | +153+76.1% | Added |
| First Horizon Advisors, Inc. | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $10.7K | 0.00% | +400 | New |
| Center for Financial Planning, Inc. | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $13.3K | 0.00% | +500 | New |
| South State Corp. | 550 | $14.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 680 | $18.1K | 0.00% | +459+207.7% | Added |
| Riverview Trust Co | 684 | $18.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 735 | $19.6K | 0.00% | −82−10.0% | Reduced |
| Quarry LP | 839 | $22.4K | 0.01% | +839 | New |
| Larson Financial Group LLC | 904 | $24.1K | 0.00% | +882+4,009.1% | Added |
| Amalgamated Bank | 1,201 | $32.0K | 0.00% | +53+4.6% | Added |
| Tower Research Capital LLC (TRC) | 1,332 | $35.5K | 0.00% | −746−35.9% | Reduced |
| Point72 (DIFC) Ltd | 1,387 | $37.0K | 0.00% | +1,387 | New |
| Laurel Wealth Advisors LLC | 1,600 | $42.7K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,562 | $68.0K | 0.00% | +2,562 | New |
| Concord Wealth Partners | 2,850 | $76.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $78.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,345 | $89.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,000 | $118.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,580 | $122.1K | 0.00% | +342+8.1% | Added |
| Aquatic Capital Management LLC | 5,014 | $133.7K | 0.00% | −3,740−42.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $139.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,441 | $145.1K | 0.00% | −821−13.1% | Reduced |
| KLP Kapitalforvaltning AS | 6,700 | $178.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,399 | $197.0K | 0.00% | +3,242+78.0% | Added |
| ProShare Advisors LLC | 7,506 | $200.1K | 0.00% | −2,260−23.1% | Reduced |
| Ballentine Partners, LLC | 7,549 | $201.3K | 0.00% | +182+2.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $201.4K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,694 | $205.1K | 0.00% | +7,694 | New |
| US Bancorp | 7,934 | $211.5K | 0.00% | −100−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 8,403 | $224.0K | 0.01% | +1,559+22.8% | Added |
| PDT Partners, LLC | 8,443 | $225.1K | 0.02% | +8,443 | New |
| Sanctuary Advisors, LLC | 8,742 | $233.1K | 0.00% | −233−2.6% | Reduced |
| Quadrant Capital Group LLC | 8,764 | $233.6K | 0.01% | +7,840+848.5% | Added |
| Smith, Salley & Associates | 8,954 | $238.7K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,977 | $239.3K | 0.01% | +8,977 | New |
| Patriot Investment Management Inc. | 8,978 | $239.4K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,490 | $253.0K | 0.00% | −3,280−25.7% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $256.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,724 | $259.2K | 0.00% | +90+0.9% | Added |
| Voya Investment Management LLC | 9,789 | $261.0K | 0.00% | −786−7.4% | Reduced |
| Howe & Rusling Inc | 9,848 | $262.5K | 0.02% | +1,335+15.7% | Added |
| Banc Funds Co LLC | 10,350 | $275.9K | 0.04% | −1,972−16.0% | Reduced |
| Arizona State Retirement System | 10,370 | $276.5K | 0.00% | −85−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 10,392 | $277.1K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,443 | $278.4K | 0.03% | +10,443 | New |
| Signaturefd, LLC | 10,709 | $285.5K | 0.01% | +206+2.0% | Added |
| Centaurus Financial, Inc. | 10,710 | $286.0K | 0.02% | +80+0.8% | Added |
| Benjamin Edwards Inc | 11,038 | $294.3K | 0.00% | +2,522+29.6% | Added |
| Jain Global LLC | 11,220 | $299.1K | 0.01% | +11,220 | New |
| Stock Yards Bank & Trust Co | 11,800 | $314.6K | 0.01% | −1,000−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,860 | $316.2K | 0.00% | +1,740+17.2% | Added |
| New York State Common Retirement Fund | 12,184 | $324.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,531 | $334.1K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,884 | $343.5K | 0.04% | +2,760+27.3% | Added |