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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $30 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $33 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $60 | 0.00% | −4−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $90 | 0.00% | −22−88.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $120 | 0.00% | −3−42.9% | Reduced |
| WealthTrak Capital Management LLC | 10 | $298 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $417 | 0.00% | +8+133.3% | Added |
| True Wealth Design, LLC | 14 | $418 | 0.00% | +14 | New |
| Missouri Trust & Investment Co | 16 | $477 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 19 | $566 | 0.00% | −19−50.0% | Reduced |
| Allworth Financial LP | 23 | $686 | 0.00% | +10+76.9% | Added |
| Hantz Financial Services, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 38 | $1.13K | 0.00% | −71−65.1% | Reduced |
| Rise Advisors, LLC | 38 | $1.13K | 0.00% | +38 | New |
| Abound Wealth Management | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $2.00K | 0.00% | +48+1,600.0% | Added |
| Fortitude Family Office, LLC | 76 | $2.27K | 0.00% | +39+105.4% | Added |
| Essential Partners LLC | 76 | $2.27K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 77 | $2.29K | 0.00% | +19+32.8% | Added |
| Rothschild Investment LLC | 85 | $2.53K | 0.00% | +30+54.5% | Added |
| Farther Finance Advisors, LLC | 93 | $2.77K | 0.00% | −2−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 106 | $3.15K | 0.00% | +21+24.7% | Added |
| Caitong International Asset Management Co., Ltd | 118 | $3.52K | 0.00% | +118 | New |
| IFP Advisors, Inc | 0 | $3.67K | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 128 | $3.81K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 135 | $4.00K | 0.00% | +135 | New |
| Smartleaf Asset Management LLC | 138 | $4.14K | 0.00% | −24−14.8% | Reduced |
| Skopos Labs, Inc. | 152 | $4.53K | 0.00% | +90+145.2% | Added |
| Semmax Financial Advisors Inc. | 153 | $4.77K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $5.00K | 0.00% | +3+2.0% | Added |
| Ronald Blue Trust, Inc. | 174 | $5.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $5.96K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 216 | $6.00K | 0.00% | +216 | New |
| GAMMA Investing LLC | 391 | $11.7K | 0.00% | +37+10.5% | Added |
| First Horizon Advisors, Inc. | 400 | $11.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 509 | $15.2K | 0.00% | −395−43.7% | Reduced |
| Sterling Capital Management LLC | 578 | $17.2K | 0.00% | +469+430.3% | Added |
| Jones Financial Companies LLLP | 852 | $25.6K | 0.00% | +750+735.3% | Added |
| Amalgamated Bank | 1,201 | $36.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,311 | $39.1K | 0.00% | +576+78.4% | Added |
| Global Retirement Partners, LLC | 2,574 | $76.7K | 0.00% | +2,574 | New |
| Concord Wealth Partners | 2,850 | $84.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,182 | $94.8K | 0.00% | +1,850+138.9% | Added |
| Ameritas Investment Partners, Inc. | 3,345 | $99.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,904 | $116.0K | 0.00% | +3,667+1,547.3% | Added |
| Principal Securities, Inc. | 5,128 | $152.8K | 0.00% | +2,128+70.9% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $155.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,868 | $174.9K | 0.00% | +854+17.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,054 | $180.4K | 0.00% | −5,806−49.0% | Reduced |
| Great West Life Assurance Co | 6,170 | $184.0K | 0.00% | +3,248+111.2% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $199.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,250 | $216.1K | 0.00% | +7,250 | New |
| ProShare Advisors LLC | 7,252 | $216.1K | 0.00% | −254−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 7,481 | $222.9K | 0.00% | +2,040+37.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $225.1K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 7,579 | $225.9K | 0.05% | +7,579 | New |
| Quadrant Capital Group LLC | 7,973 | $237.6K | 0.01% | −791−9.0% | Reduced |
| US Bancorp | 8,102 | $241.4K | 0.00% | +168+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,110 | $241.7K | 0.00% | −1,614−16.6% | Reduced |
| Ieq Capital, LLC | 8,422 | $251.0K | 0.00% | +8,422 | New |
| Aigen Investment Management, LP | 8,481 | $252.7K | 0.03% | +8,481 | New |
| SG Americas Securities, LLC | 8,509 | $254.0K | 0.00% | +1,110+15.0% | Added |
| Quest Partners LLC | 8,567 | $255.3K | 0.03% | −15,191−63.9% | Reduced |
| Ballentine Partners, LLC | 8,671 | $258.4K | 0.00% | +1,122+14.9% | Added |
| Sanctuary Advisors, LLC | 8,851 | $263.7K | 0.00% | +109+1.2% | Added |
| Smith, Salley & Associates | 8,954 | $266.8K | 0.02% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 8,978 | $267.5K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,456 | $281.8K | 0.00% | −192,360−95.3% | Reduced |
| Park Avenue Securities LLC | 9,499 | $283.0K | 0.00% | +9,499 | New |
| State Board of Administration of Florida Retirement System | 9,604 | $286.2K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,700 | $289.1K | 0.01% | −2,100−17.8% | Reduced |
| Advisory Services Network, LLC | 9,247 | $292.3K | 0.00% | −8,772−48.7% | Reduced |
| Voya Investment Management LLC | 9,880 | $294.4K | 0.00% | +91+0.9% | Added |
| Centiva Capital, LP | 10,002 | $298.1K | 0.02% | +10,002 | New |
| Signaturefd, LLC | 10,308 | $307.2K | 0.01% | −401−3.7% | Reduced |
| Banc Funds Co LLC | 10,350 | $308.4K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,640 | $317.0K | 0.02% | −70−0.7% | Reduced |
| Arizona State Retirement System | 10,643 | $317.2K | 0.00% | +273+2.6% | Added |
| Howe & Rusling Inc | 10,929 | $325.7K | 0.02% | +1,081+11.0% | Added |
| Dynamic Technology Lab Private Ltd | 12,020 | $358.0K | 0.05% | +12,020 | New |
| New York State Common Retirement Fund | 12,184 | $363.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,316 | $367.0K | 0.00% | +1,278+11.6% | Added |
| Palogic Value Management, L.P. | 12,500 | $372.5K | 0.16% | +12,500 | New |
| Central Pacific Bank - Trust Division | 12,612 | $375.8K | 0.05% | +2,220+21.4% | Added |
| Nisa Investment Advisors, LLC | 12,876 | $383.7K | 0.00% | +345+2.8% | Added |
| CWM Advisors, LLC | 13,030 | $388.3K | 0.04% | +146+1.1% | Added |
| Parsons Capital Management Inc | 13,800 | $411.2K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,926 | $415.0K | 0.00% | −9,153−39.7% | Reduced |
| Janus Henderson Group PLC | 14,061 | $418.9K | 0.00% | −9,181−39.5% | Reduced |
| HRT Financial LP | 14,095 | $420.0K | 0.00% | −2,658−15.9% | Reduced |
| Loomis Sayles & Co L P | 15,186 | $452.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,351 | $487.3K | 0.00% | −1,528−8.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,720 | $498.3K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,734 | $499.0K | 0.01% | −6,053−26.6% | Reduced |
| Graham Capital Management, L.P. | 17,219 | $513.1K | 0.02% | +8,242+91.8% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $536.4K | 0.06% | 00.0% | Unchanged |