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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 22,787 | $608.0K | 0.01% | +22,787 | New |
| Pinnacle Associates Ltd | 21,484 | $572.8K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 20,933 | $558.1K | 0.00% | +4,623+28.3% | Added |
| MetLife Investment Management | 20,729 | $552.6K | 0.00% | −406−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 20,594 | $549.0K | 0.00% | +880+4.5% | Added |
| Arcus Capital Partners, LLC | 20,000 | $533.2K | 0.21% | 00.0% | Unchanged |
| Caxton Associates LLP | 19,919 | $531.0K | 0.02% | +19,919 | New |
| First Trust Advisors LP | 19,659 | $524.1K | 0.00% | +3,687+23.1% | Added |
| LPL Financial LLC | 19,555 | $521.3K | 0.00% | +9,229+89.4% | Added |
| Royal Bank of Canada | 18,592 | $495.0K | 0.00% | +4,146+28.7% | Added |
| HSBC Holdings PLC | 18,365 | $487.2K | 0.00% | −2,126−10.4% | Reduced |
| Advisory Services Network, LLC | 18,019 | $480.4K | 0.01% | −19,439−51.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $479.9K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,879 | $476.7K | 0.00% | +2,259+14.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,066 | $455.0K | 0.03% | +6,095+55.6% | Added |
| Corebridge Financial, Inc. | 16,987 | $452.9K | 0.00% | −252−1.5% | Reduced |
| HRT Financial LP | 16,753 | $446.0K | 0.00% | +16,753 | New |
| Susquehanna Fundamental Investments, LLC | 16,720 | $445.8K | 0.01% | +16,720 | New |
| Loomis Sayles & Co L P | 15,186 | $405.0K | 0.00% | −219,632−93.5% | Reduced |
| Twinbeech Capital LP | 13,885 | $370.2K | 0.01% | +13,885 | New |
| Parsons Capital Management Inc | 13,800 | $367.9K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,582 | $362.1K | 0.01% | +13,582 | New |
| Gsa Capital Partners LLP | 13,408 | $357.0K | 0.03% | +13,408 | New |
| Keebeck Alpha, LP | 13,044 | $347.8K | 0.41% | +13,044 | New |
| CWM Advisors, LLC | 12,884 | $343.5K | 0.04% | +2,760+27.3% | Added |
| Nisa Investment Advisors, LLC | 12,531 | $334.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,184 | $324.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,860 | $316.2K | 0.00% | +1,740+17.2% | Added |
| Stock Yards Bank & Trust Co | 11,800 | $314.6K | 0.01% | −1,000−7.8% | Reduced |
| Jain Global LLC | 11,220 | $299.1K | 0.01% | +11,220 | New |
| Benjamin Edwards Inc | 11,038 | $294.3K | 0.00% | +2,522+29.6% | Added |
| Centaurus Financial, Inc. | 10,710 | $286.0K | 0.02% | +80+0.8% | Added |
| Signaturefd, LLC | 10,709 | $285.5K | 0.01% | +206+2.0% | Added |
| Prelude Capital Management, LLC | 10,443 | $278.4K | 0.03% | +10,443 | New |
| Central Pacific Bank - Trust Division | 10,392 | $277.1K | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,370 | $276.5K | 0.00% | −85−0.8% | Reduced |
| Banc Funds Co LLC | 10,350 | $275.9K | 0.04% | −1,972−16.0% | Reduced |
| Howe & Rusling Inc | 9,848 | $262.5K | 0.02% | +1,335+15.7% | Added |
| Voya Investment Management LLC | 9,789 | $261.0K | 0.00% | −786−7.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,724 | $259.2K | 0.00% | +90+0.9% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $256.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,490 | $253.0K | 0.00% | −3,280−25.7% | Reduced |
| Patriot Investment Management Inc. | 8,978 | $239.4K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,977 | $239.3K | 0.01% | +8,977 | New |
| Smith, Salley & Associates | 8,954 | $238.7K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,764 | $233.6K | 0.01% | +7,840+848.5% | Added |
| Sanctuary Advisors, LLC | 8,742 | $233.1K | 0.00% | −233−2.6% | Reduced |
| PDT Partners, LLC | 8,443 | $225.1K | 0.02% | +8,443 | New |
| Hamilton Capital Partners Inc. | 8,403 | $224.0K | 0.01% | +1,559+22.8% | Added |
| US Bancorp | 7,934 | $211.5K | 0.00% | −100−1.2% | Reduced |
| CIBC World Markets Corp | 7,694 | $205.1K | 0.00% | +7,694 | New |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $201.4K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,549 | $201.3K | 0.00% | +182+2.5% | Added |
| ProShare Advisors LLC | 7,506 | $200.1K | 0.00% | −2,260−23.1% | Reduced |
| SG Americas Securities, LLC | 7,399 | $197.0K | 0.00% | +3,242+78.0% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $178.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,441 | $145.1K | 0.00% | −821−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $139.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,014 | $133.7K | 0.00% | −3,740−42.7% | Reduced |
| FMR LLC | 4,580 | $122.1K | 0.00% | +342+8.1% | Added |
| Principal Securities, Inc. | 3,000 | $118.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,345 | $89.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,922 | $78.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $76.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,562 | $68.0K | 0.00% | +2,562 | New |
| Laurel Wealth Advisors LLC | 1,600 | $42.7K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,387 | $37.0K | 0.00% | +1,387 | New |
| Tower Research Capital LLC (TRC) | 1,332 | $35.5K | 0.00% | −746−35.9% | Reduced |
| Amalgamated Bank | 1,201 | $32.0K | 0.00% | +53+4.6% | Added |
| Larson Financial Group LLC | 904 | $24.1K | 0.00% | +882+4,009.1% | Added |
| Quarry LP | 839 | $22.4K | 0.01% | +839 | New |
| Whittier Trust Co of Nevada Inc | 735 | $19.6K | 0.00% | −82−10.0% | Reduced |
| Riverview Trust Co | 684 | $18.2K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 680 | $18.1K | 0.00% | +459+207.7% | Added |
| South State Corp. | 550 | $14.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $10.7K | 0.00% | +400 | New |
| GAMMA Investing LLC | 354 | $9.44K | 0.00% | +153+76.1% | Added |
| Fourth Dimension Wealth, LLC | 250 | $6.67K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 237 | $6.00K | 0.00% | +61+34.7% | Added |
| Huntington National Bank | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $4.64K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $4.30K | 0.00% | +39+31.7% | Added |
| Semmax Financial Advisors Inc. | 153 | $4.17K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 150 | $4.00K | 0.00% | −8,529−98.3% | Reduced |
| SBI Securities Co., Ltd. | 128 | $3.41K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 123 | $3.28K | 0.00% | +123 | New |
| Mather Group, LLC. | 117 | $3.12K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jones Financial Companies LLLP | 102 | $2.72K | 0.00% | +102 | New |
| Federation des caisses Desjardins du Quebec | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95 | $2.55K | 0.00% | −32−25.2% | Reduced |
| MAI Capital Management | 85 | $2.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $1.65K | 0.00% | −59−48.8% | Reduced |
| Skopos Labs, Inc. | 62 | $1.65K | 0.00% | +48+342.9% | Added |
| Versant Capital Management, Inc | 58 | $1.55K | 0.00% | +58 | New |