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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.

Institutional holdersQ1 2025: 224 institutions
Q1 2021: 166 institutionsQ2 2021: 164 institutionsQ3 2021: 166 institutionsQ4 2021: 212 institutionsQ1 2022: 208 institutionsQ2 2022: 174 institutionsQ3 2022: 188 institutionsQ4 2022: 189 institutionsQ1 2023: 174 institutionsQ2 2023: 162 institutionsQ3 2023: 174 institutionsQ4 2023: 192 institutionsQ1 2024: 199 institutionsQ2 2024: 198 institutionsQ3 2024: 211 institutionsQ4 2024: 216 institutionsQ1 2025: 224 institutionsQ2 2025: 210 institutionsQ3 2025: 223 institutionsQ4 2025: 229 institutionsQ1 2026: 228 institutionsQ2 2026: 239 institutions
Value heldQ1 2025: $803.6M
Q1 2021: $1.56BQ2 2021: $1.45BQ3 2021: $1.61BQ4 2021: $2.38BQ1 2022: $1.46BQ2 2022: $988.4MQ3 2022: $864.6MQ4 2022: $895.8MQ1 2023: $688.3MQ2 2023: $729.5MQ3 2023: $817.3MQ4 2023: $1.30BQ1 2024: $1.19BQ2 2024: $1.04BQ3 2024: $1.41BQ4 2024: $1.20BQ1 2025: $803.6MQ2 2025: $918.7MQ3 2025: $1.07BQ4 2025: $1.12BQ1 2026: $1.08BQ2 2026: $1.34B
Institutions holding LOB and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.34B
Q1 2026228$1.08B
Q4 2025229$1.12B
Q3 2025223$1.07B
Q2 2025210$918.7M
Q1 2025224$803.6M
Q4 2024216$1.20B
Q3 2024211$1.41B
Q2 2024198$1.04B
Q1 2024199$1.19B
Q4 2023192$1.30B
Q3 2023174$817.3M
Q2 2023162$729.5M
Q1 2023174$688.3M
Q4 2022189$895.8M
Q3 2022188$864.6M
Q2 2022174$988.4M
Q1 2022208$1.46B
Q4 2021212$2.38B
Q3 2021166$1.61B
Q2 2021164$1.45B
Q1 2021166$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.

Institutions holding LOB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC55$1.47K0.00%+10+22.2%Added
Abound Wealth Management40$1.07K0.00%00.0%Unchanged
Whittier Trust Co38$1.01K0.00%00.0%Unchanged
Hantz Financial Services, Inc.48$1.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.37$9870.00%+37New
Fortitude Family Office, LLC37$9860.00%00.0%Unchanged
Parkside Financial Bank & Trust30$8000.00%+30New
JFS Wealth Advisors, LLC25$6670.00%00.0%Unchanged
Hughes Financial Services, LLC17$4560.00%+17New
Missouri Trust & Investment Co16$4270.00%00.0%Unchanged
CoreCap Advisors, LLC16$4270.00%+16New
Stephens Consulting, LLC15$4000.00%+15New
Allworth Financial LP13$3440.00%+5+62.5%Added
WealthTrak Capital Management LLC10$2670.00%+10New
SJS Investment Consulting Inc.7$1870.00%−1−12.5%Reduced
DiNuzzo Private Wealth, Inc.6$1600.00%00.0%Unchanged
EverSource Wealth Advisors, LLC6$1600.00%+1+20.0%Added
Global Financial Private Client, LLC6$1600.00%+4+200.0%Added
The PNC Financial Services Group, Inc.4$1070.00%−26−86.7%Reduced
Parkworth Wealth Management, Inc.1$270.00%00.0%Unchanged
HFM Investment Advisors, LLC1$270.00%+1New
Bay Harbor Wealth Management, LLC1$260.00%+1New
Hemington Wealth Management17$00.00%−3−15.0%Reduced
Covestor Ltd3$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−681−100.0%Sold out
Capital International Investors0$00.00%−2,041,706−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−336,721−100.0%Sold out
Trillium Asset Management, LLC0$00.00%−134,273−100.0%Sold out
West Chester Capital Advisors, Inc0$00.00%−112,344−100.0%Sold out
Watchman Group, Inc.0$00.00%−82,526−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−54,121−100.0%Sold out
Mendon Capital Advisors Corp0$00.00%−50,000−100.0%Sold out
First Hawaiian Bank0$00.00%−16,002−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−14,004−100.0%Sold out
Inceptionr LLC0$00.00%−9,068−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8,353−100.0%Sold out
Park Avenue Securities LLC0$00.00%−6,990−100.0%Sold out
Allegiance Financial Group Advisory Services LLC0$00.00%−6,313−100.0%Sold out
XTX Topco Ltd0$00.00%−6,158−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−6,000−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−5,594−100.0%Sold out
Synovus Financial Corp0$00.00%−5,500−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−5,238−100.0%Sold out
New York State Teachers Retirement System0$00.00%−3,165−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−1,789−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,097−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−686−100.0%Sold out
R Squared Ltd0$00.00%−590−100.0%Sold out
Independence Bank of Kentucky0$00.00%−500−100.0%Sold out
Comerica Bank0$00.00%−251−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−243−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−100−100.0%Sold out
Bessemer Group Inc0$00.00%−40−100.0%Sold out
GeoWealth Management, LLC0$00.00%−8−100.0%Sold out
IFP Advisors, Inc0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Lazard Asset Management LLC0$00.00%−7−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed