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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 231,441 | $6.17M | 0.02% | −4,393−1.9% | Reduced |
| Motley Fool Wealth Management, LLC | 263,859 | $7.03M | 0.42% | +117,674+80.5% | Added |
| Goldman Sachs Group Inc | 264,122 | $7.04M | 0.00% | +34,849+15.2% | Added |
| Voloridge Investment Management, LLC | 265,965 | $7.09M | 0.03% | +171,743+182.3% | Added |
| Charles Schwab Investment Management Inc | 280,875 | $7.49M | 0.00% | −3,127−1.1% | Reduced |
| Qube Research & Technologies Ltd | 282,704 | $7.54M | 0.01% | +184,090+186.7% | Added |
| Citigroup Inc | 295,250 | $7.87M | 0.01% | +239,356+428.2% | Added |
| Manufacturers Life Insurance Company, The | 298,773 | $7.97M | 0.01% | +1,690+0.6% | Added |
| Nuveen, LLC | 304,420 | $8.12M | 0.00% | +304,420 | New |
| Northern Trust Corp | 306,544 | $8.17M | 0.00% | −7,781−2.5% | Reduced |
| Citadel Advisors LLC | 311,741 | $8.31M | 0.01% | +217,409+230.5% | Added |
| Trust Co of the South | 330,600 | $8.81M | 1.84% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 369,070 | $9.84M | 0.02% | +353,105+2,211.7% | Added |
| D. E. Shaw & Co., Inc. | 384,486 | $10.3M | 0.01% | +225,459+141.8% | Added |
| Millennium Management LLC | 687,885 | $18.3M | 0.02% | +596,841+655.6% | Added |
| Geode Capital Management, LLC | 794,951 | $21.2M | 0.00% | +22,155+2.9% | Added |
| Southernsun Asset Management, LLC | 871,934 | $23.2M | 3.37% | +75,214+9.4% | Added |
| Diamond Hill Capital Management Inc | 1,066,891 | $28.4M | 0.13% | −157,235−12.8% | Reduced |
| State Street Corp | 1,267,430 | $33.8M | 0.00% | −70,240−5.3% | Reduced |
| Dimensional Fund Advisors LP | 1,427,345 | $38.1M | 0.01% | +9,080+0.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,553,397 | $41.4M | 0.15% | +13,169+0.9% | Added |
| Vanguard Group Inc | 2,657,737 | $70.9M | 0.00% | +26,481+1.0% | Added |
| BlackRock, Inc. | 2,701,758 | $72.0M | 0.00% | −105,807−3.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,484,524 | $172.9M | 0.11% | +65,038+1.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −2,041,706−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −336,721−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −134,273−100.0% | Sold out |
| West Chester Capital Advisors, Inc | 0 | $0 | 0.00% | −112,344−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −82,526−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −54,121−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −16,002−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −14,004−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,068−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −6,313−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,158−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −5,594−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,789−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |