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, Q2 2025
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 210
- −13 vs. Q1 2025
- Shares held
- 30.8M
- +684.7K (+2.3%) vs. Q1 2025
- Total value
- $918.7M
- +$115.1M (+14.3%) vs. Q1 2025
- New holders
- 25
- 92 more added
- Sold out
- 38
- 59 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,510,197 | $194.0M | 0.12% | +25,673+0.4% | Added |
| BlackRock, Inc. | 2,728,375 | $81.3M | 0.00% | +26,617+1.0% | Added |
| Vanguard Group Inc | 2,688,507 | $80.1M | 0.00% | +30,770+1.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,880,972 | $56.1M | 0.19% | +327,575+21.1% | Added |
| Dimensional Fund Advisors LP | 1,540,164 | $45.9M | 0.01% | +112,819+7.9% | Added |
| State Street Corp | 1,302,631 | $38.8M | 0.00% | +35,201+2.8% | Added |
| Diamond Hill Capital Management Inc | 917,663 | $27.3M | 0.13% | −149,228−14.0% | Reduced |
| Southernsun Asset Management, LLC | 899,729 | $26.8M | 3.76% | +27,795+3.2% | Added |
| Geode Capital Management, LLC | 817,181 | $24.4M | 0.00% | +22,230+2.8% | Added |
| Millennium Management LLC | 639,836 | $19.1M | 0.02% | −48,049−7.0% | Reduced |
| D. E. Shaw & Co., Inc. | 442,173 | $13.2M | 0.01% | +57,687+15.0% | Added |
| Goldman Sachs Group Inc | 391,276 | $11.7M | 0.00% | +127,154+48.1% | Added |
| Motley Fool Wealth Management, LLC | 366,608 | $10.9M | 0.66% | +102,749+38.9% | Added |
| CenterBook Partners LP | 356,416 | $10.6M | 0.59% | +182,851+105.4% | Added |
| Trust Co of the South | 330,000 | $9.83M | 1.75% | −600−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 324,348 | $9.67M | 0.03% | +166,750+105.8% | Added |
| Northern Trust Corp | 298,297 | $8.89M | 0.00% | −8,247−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 295,171 | $8.80M | 0.01% | −3,602−1.2% | Reduced |
| Nuveen, LLC | 289,458 | $8.63M | 0.00% | −14,962−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 286,477 | $8.54M | 0.00% | +5,602+2.0% | Added |
| Jacobs Levy Equity Management, Inc | 282,350 | $8.41M | 0.03% | +50,909+22.0% | Added |
| Citadel Advisors LLC | 256,231 | $7.64M | 0.01% | −55,510−17.8% | Reduced |
| Morgan Stanley | 229,985 | $6.85M | 0.00% | +61,059+36.1% | Added |
| Qube Research & Technologies Ltd | 222,493 | $6.63M | 0.01% | −60,211−21.3% | Reduced |
| Voloridge Investment Management, LLC | 205,164 | $6.11M | 0.02% | −60,801−22.9% | Reduced |
| JPMorgan Chase & Co | 200,403 | $5.97M | 0.00% | +12,037+6.4% | Added |
| Envestnet Asset Management Inc | 181,269 | $5.40M | 0.00% | +36,152+24.9% | Added |
| Raymond James Financial Inc | 179,683 | $5.35M | 0.00% | +10,033+5.9% | Added |
| Bank of New York Mellon Corp | 176,730 | $5.27M | 0.00% | +11,522+7.0% | Added |
| Numerai GP LLC | 175,023 | $5.22M | 0.75% | +110,950+173.2% | Added |
| Algert Global LLC | 167,520 | $4.99M | 0.10% | +68,204+68.7% | Added |
| Boothbay Fund Management, LLC | 158,450 | $4.72M | 0.15% | +158,450 | New |
| Squarepoint Ops LLC | 153,078 | $4.56M | 0.01% | +53,427+53.6% | Added |
| Rice Hall James & Associates, LLC | 148,233 | $4.42M | 0.24% | −7,238−4.7% | Reduced |
| Bank of America Corp | 128,823 | $3.84M | 0.00% | +14,382+12.6% | Added |
| Tudor Investment Corp Et Al | 126,023 | $3.76M | 0.03% | −11,940−8.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 123,548 | $3.68M | 0.01% | +35,674+40.6% | Added |
| Bridgeway Capital Management, LLC | 121,116 | $3.61M | 0.09% | −69,566−36.5% | Reduced |
| Wells Fargo & Company | 115,141 | $3.43M | 0.00% | +46,204+67.0% | Added |
| UBS Group AG | 112,769 | $3.36M | 0.00% | −921−0.8% | Reduced |
| Ameriprise Financial Inc | 111,366 | $3.32M | 0.00% | +40,167+56.4% | Added |
| Trexquant Investment LP | 107,433 | $3.20M | 0.04% | +46,149+75.3% | Added |
| Motley Fool Asset Management LLC | 101,910 | $3.04M | 0.14% | +14,270+16.3% | Added |
| American Century Companies Inc | 95,253 | $2.84M | 0.00% | −26,054−21.5% | Reduced |
| E. Ohman J:or Asset Management AB | 92,505 | $2.76M | 0.07% | +2,536+2.8% | Added |
| UBS Asset Management Americas Inc | 91,971 | $2.74M | 0.00% | +34,237+59.3% | Added |
| Walleye Capital LLC | 90,117 | $2.69M | 0.02% | +34,424+61.8% | Added |
| Commonwealth Equity Services, LLC | 89,204 | $2.66M | 0.00% | +3,059+3.6% | Added |
| Susquehanna International Group, LLP | 89,187 | $2.66M | 0.00% | +6,716+8.1% | Added |
| Barclays PLC | 86,477 | $2.58M | 0.00% | +25,284+41.3% | Added |
| Deutsche Bank AG | 81,758 | $2.44M | 0.00% | −42,082−34.0% | Reduced |
| TD Asset Management Inc | 73,366 | $2.19M | 0.00% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 71,135 | $2.12M | 1.91% | 00.0% | Unchanged |
| Jump Financial, LLC | 71,094 | $2.12M | 0.03% | +40,457+132.1% | Added |
| one8zero8, LLC | 70,536 | $2.10M | 0.50% | −4,940−6.5% | Reduced |
| Swiss National Bank | 70,100 | $2.09M | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 68,077 | $2.03M | 3.02% | +68,077 | New |
| Cubist Systematic Strategies, LLC | 67,903 | $2.02M | 0.02% | −64,117−48.6% | Reduced |
| Empowered Funds, LLC | 65,697 | $1.96M | 0.02% | −234−0.4% | Reduced |
| AQR Capital Management LLC | 61,080 | $1.82M | 0.00% | +51,590+543.6% | Added |
| Dark Forest Capital Management LP | 60,079 | $1.79M | 0.07% | −8,788−12.8% | Reduced |
| Captrust Financial Advisors | 59,960 | $1.79M | 0.00% | +2,494+4.3% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $1.77M | 0.06% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 56,923 | $1.70M | 0.26% | −330−0.6% | Reduced |
| Rhumbline Advisers | 55,374 | $1.65M | 0.00% | +4,944+9.8% | Added |
| Russell Investments Group, Ltd. | 54,100 | $1.61M | 0.00% | +14,259+35.8% | Added |
| Invesco Ltd. | 52,766 | $1.57M | 0.00% | +1,614+3.2% | Added |
| Victory Capital Management Inc | 52,239 | $1.56M | 0.00% | +7,578+17.0% | Added |
| Verition Fund Management LLC | 51,009 | $1.52M | 0.01% | +12,719+33.2% | Added |
| RMB Capital Management, LLC | 50,199 | $1.50M | 0.03% | +199+0.4% | Added |
| Rafferty Asset Management, LLC | 49,358 | $1.47M | 0.00% | +12,903+35.4% | Added |
| First Trust Advisors LP | 48,357 | $1.44M | 0.00% | +28,698+146.0% | Added |
| Citigroup Inc | 48,347 | $1.44M | 0.00% | −246,903−83.6% | Reduced |
| Quantbot Technologies LP | 47,717 | $1.42M | 0.04% | −16,004−25.1% | Reduced |
| Salem Investment Counselors Inc | 45,570 | $1.36M | 0.04% | −2,160−4.5% | Reduced |
| Two Sigma Advisers, LP | 45,500 | $1.36M | 0.00% | −20,000−30.5% | Reduced |
| Two Sigma Investments, LP | 42,224 | $1.26M | 0.00% | −51,850−55.1% | Reduced |
| Royal Bank of Canada | 41,964 | $1.25M | 0.00% | +23,372+125.7% | Added |
| PDT Partners, LLC | 41,621 | $1.24M | 0.07% | +33,178+393.0% | Added |
| SEI Investments Co | 40,909 | $1.22M | 0.00% | +7,190+21.3% | Added |
| Legal & General Group Plc | 39,041 | $1.16M | 0.00% | +1,885+5.1% | Added |
| Federated Hermes, Inc. | 38,067 | $1.13M | 0.00% | −130.0% | Reduced |
| MML Investors Services, LLC | 37,648 | $1.12M | 0.00% | +3,923+11.6% | Added |
| Alliancebernstein L.P. | 37,561 | $1.12M | 0.00% | +191+0.5% | Added |
| Lighthouse Investment Partners, LLC | 34,752 | $1.04M | 0.05% | +34,752 | New |
| BNP Paribas Arbitrage, SA | 34,590 | $1.03M | 0.00% | −22,848−39.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,148 | $1.02M | 0.02% | +17,082+100.1% | Added |
| RE Advisers Corp | 34,100 | $1.02M | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 33,611 | $1.00M | 0.01% | +33,611 | New |
| Marshall Wace, LLP | 33,535 | $999.3K | 0.00% | −61,863−64.8% | Reduced |
| California State Teachers Retirement System | 33,254 | $991.0K | 0.00% | −326−1.0% | Reduced |
| Price T Rowe Associates Inc | 31,885 | $951.0K | 0.00% | +2,223+7.5% | Added |
| Level Four Advisory Services, LLC | 30,765 | $916.8K | 0.03% | +3,353+12.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $887.1K | 0.02% | +29,767 | New |
| Stifel Financial Corp | 29,369 | $875.2K | 0.00% | +2,632+9.8% | Added |
| Advisor Group Holdings, Inc. | 28,638 | $853.4K | 0.00% | −143−0.5% | Reduced |
| Pinnacle Associates Ltd | 27,059 | $806.4K | 0.01% | +5,575+25.9% | Added |
| LPL Financial LLC | 26,669 | $794.7K | 0.00% | +7,114+36.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,442 | $724.2K | 0.00% | −16,360−42.2% | Reduced |
| Persistent Asset Partners Ltd | 23,473 | $699.5K | 0.61% | +23,473 | New |