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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 18,986 | $565.8K | 0.00% | −11,514−37.8% | Reduced |
| Aviance Capital Partners, LLC | 19,143 | $570.5K | 0.07% | −10,472−35.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,383 | $577.6K | 0.00% | −1,211−5.9% | Reduced |
| State of Wisconsin Investment Board | 19,716 | $587.5K | 0.00% | +19,716 | New |
| Arcus Capital Partners, LLC | 20,000 | $596.0K | 0.26% | 00.0% | Unchanged |
| Truist Financial Corp | 20,486 | $610.5K | 0.00% | −447−2.1% | Reduced |
| MetLife Investment Management | 20,854 | $621.4K | 0.00% | +125+0.6% | Added |
| Gsa Capital Partners LLP | 21,586 | $643.0K | 0.05% | +8,178+61.0% | Added |
| Creative Planning | 21,658 | $645.4K | 0.00% | −4,630−17.6% | Reduced |
| FMR LLC | 21,664 | $645.6K | 0.00% | +17,084+373.0% | Added |
| Persistent Asset Partners Ltd | 23,473 | $699.5K | 0.61% | +23,473 | New |
| Wealth Enhancement Advisory Services, LLC | 22,442 | $724.2K | 0.00% | −16,360−42.2% | Reduced |
| LPL Financial LLC | 26,669 | $794.7K | 0.00% | +7,114+36.4% | Added |
| Pinnacle Associates Ltd | 27,059 | $806.4K | 0.01% | +5,575+25.9% | Added |
| Advisor Group Holdings, Inc. | 28,638 | $853.4K | 0.00% | −143−0.5% | Reduced |
| Stifel Financial Corp | 29,369 | $875.2K | 0.00% | +2,632+9.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $887.1K | 0.02% | +29,767 | New |
| Level Four Advisory Services, LLC | 30,765 | $916.8K | 0.03% | +3,353+12.2% | Added |
| Price T Rowe Associates Inc | 31,885 | $951.0K | 0.00% | +2,223+7.5% | Added |
| California State Teachers Retirement System | 33,254 | $991.0K | 0.00% | −326−1.0% | Reduced |
| Marshall Wace, LLP | 33,535 | $999.3K | 0.00% | −61,863−64.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,611 | $1.00M | 0.01% | +33,611 | New |
| RE Advisers Corp | 34,100 | $1.02M | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 34,148 | $1.02M | 0.02% | +17,082+100.1% | Added |
| BNP Paribas Arbitrage, SA | 34,590 | $1.03M | 0.00% | −22,848−39.8% | Reduced |
| Lighthouse Investment Partners, LLC | 34,752 | $1.04M | 0.05% | +34,752 | New |
| Alliancebernstein L.P. | 37,561 | $1.12M | 0.00% | +191+0.5% | Added |
| MML Investors Services, LLC | 37,648 | $1.12M | 0.00% | +3,923+11.6% | Added |
| Federated Hermes, Inc. | 38,067 | $1.13M | 0.00% | −130.0% | Reduced |
| Legal & General Group Plc | 39,041 | $1.16M | 0.00% | +1,885+5.1% | Added |
| SEI Investments Co | 40,909 | $1.22M | 0.00% | +7,190+21.3% | Added |
| PDT Partners, LLC | 41,621 | $1.24M | 0.07% | +33,178+393.0% | Added |
| Royal Bank of Canada | 41,964 | $1.25M | 0.00% | +23,372+125.7% | Added |
| Two Sigma Investments, LP | 42,224 | $1.26M | 0.00% | −51,850−55.1% | Reduced |
| Two Sigma Advisers, LP | 45,500 | $1.36M | 0.00% | −20,000−30.5% | Reduced |
| Salem Investment Counselors Inc | 45,570 | $1.36M | 0.04% | −2,160−4.5% | Reduced |
| Quantbot Technologies LP | 47,717 | $1.42M | 0.04% | −16,004−25.1% | Reduced |
| Citigroup Inc | 48,347 | $1.44M | 0.00% | −246,903−83.6% | Reduced |
| First Trust Advisors LP | 48,357 | $1.44M | 0.00% | +28,698+146.0% | Added |
| Rafferty Asset Management, LLC | 49,358 | $1.47M | 0.00% | +12,903+35.4% | Added |
| RMB Capital Management, LLC | 50,199 | $1.50M | 0.03% | +199+0.4% | Added |
| Verition Fund Management LLC | 51,009 | $1.52M | 0.01% | +12,719+33.2% | Added |
| Victory Capital Management Inc | 52,239 | $1.56M | 0.00% | +7,578+17.0% | Added |
| Invesco Ltd. | 52,766 | $1.57M | 0.00% | +1,614+3.2% | Added |
| Russell Investments Group, Ltd. | 54,100 | $1.61M | 0.00% | +14,259+35.8% | Added |
| Rhumbline Advisers | 55,374 | $1.65M | 0.00% | +4,944+9.8% | Added |
| Chatham Capital Group, Inc. | 56,923 | $1.70M | 0.26% | −330−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $1.77M | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 59,960 | $1.79M | 0.00% | +2,494+4.3% | Added |
| Dark Forest Capital Management LP | 60,079 | $1.79M | 0.07% | −8,788−12.8% | Reduced |
| AQR Capital Management LLC | 61,080 | $1.82M | 0.00% | +51,590+543.6% | Added |
| Empowered Funds, LLC | 65,697 | $1.96M | 0.02% | −234−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 67,903 | $2.02M | 0.02% | −64,117−48.6% | Reduced |
| PMC FIG Opportunities LLC | 68,077 | $2.03M | 3.02% | +68,077 | New |
| Swiss National Bank | 70,100 | $2.09M | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 70,536 | $2.10M | 0.50% | −4,940−6.5% | Reduced |
| Jump Financial, LLC | 71,094 | $2.12M | 0.03% | +40,457+132.1% | Added |
| Profit Investment Management, LLC | 71,135 | $2.12M | 1.91% | 00.0% | Unchanged |
| TD Asset Management Inc | 73,366 | $2.19M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 81,758 | $2.44M | 0.00% | −42,082−34.0% | Reduced |
| Barclays PLC | 86,477 | $2.58M | 0.00% | +25,284+41.3% | Added |
| Susquehanna International Group, LLP | 89,187 | $2.66M | 0.00% | +6,716+8.1% | Added |
| Commonwealth Equity Services, LLC | 89,204 | $2.66M | 0.00% | +3,059+3.6% | Added |
| Walleye Capital LLC | 90,117 | $2.69M | 0.02% | +34,424+61.8% | Added |
| UBS Asset Management Americas Inc | 91,971 | $2.74M | 0.00% | +34,237+59.3% | Added |
| E. Ohman J:or Asset Management AB | 92,505 | $2.76M | 0.07% | +2,536+2.8% | Added |
| American Century Companies Inc | 95,253 | $2.84M | 0.00% | −26,054−21.5% | Reduced |
| Motley Fool Asset Management LLC | 101,910 | $3.04M | 0.14% | +14,270+16.3% | Added |
| Trexquant Investment LP | 107,433 | $3.20M | 0.04% | +46,149+75.3% | Added |
| Ameriprise Financial Inc | 111,366 | $3.32M | 0.00% | +40,167+56.4% | Added |
| UBS Group AG | 112,769 | $3.36M | 0.00% | −921−0.8% | Reduced |
| Wells Fargo & Company | 115,141 | $3.43M | 0.00% | +46,204+67.0% | Added |
| Bridgeway Capital Management, LLC | 121,116 | $3.61M | 0.09% | −69,566−36.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 123,548 | $3.68M | 0.01% | +35,674+40.6% | Added |
| Tudor Investment Corp Et Al | 126,023 | $3.76M | 0.03% | −11,940−8.7% | Reduced |
| Bank of America Corp | 128,823 | $3.84M | 0.00% | +14,382+12.6% | Added |
| Rice Hall James & Associates, LLC | 148,233 | $4.42M | 0.24% | −7,238−4.7% | Reduced |
| Squarepoint Ops LLC | 153,078 | $4.56M | 0.01% | +53,427+53.6% | Added |
| Boothbay Fund Management, LLC | 158,450 | $4.72M | 0.15% | +158,450 | New |
| Algert Global LLC | 167,520 | $4.99M | 0.10% | +68,204+68.7% | Added |
| Numerai GP LLC | 175,023 | $5.22M | 0.75% | +110,950+173.2% | Added |
| Bank of New York Mellon Corp | 176,730 | $5.27M | 0.00% | +11,522+7.0% | Added |
| Raymond James Financial Inc | 179,683 | $5.35M | 0.00% | +10,033+5.9% | Added |
| Envestnet Asset Management Inc | 181,269 | $5.40M | 0.00% | +36,152+24.9% | Added |
| JPMorgan Chase & Co | 200,403 | $5.97M | 0.00% | +12,037+6.4% | Added |
| Voloridge Investment Management, LLC | 205,164 | $6.11M | 0.02% | −60,801−22.9% | Reduced |
| Qube Research & Technologies Ltd | 222,493 | $6.63M | 0.01% | −60,211−21.3% | Reduced |
| Morgan Stanley | 229,985 | $6.85M | 0.00% | +61,059+36.1% | Added |
| Citadel Advisors LLC | 256,231 | $7.64M | 0.01% | −55,510−17.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 282,350 | $8.41M | 0.03% | +50,909+22.0% | Added |
| Charles Schwab Investment Management Inc | 286,477 | $8.54M | 0.00% | +5,602+2.0% | Added |
| Nuveen, LLC | 289,458 | $8.63M | 0.00% | −14,962−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 295,171 | $8.80M | 0.01% | −3,602−1.2% | Reduced |
| Northern Trust Corp | 298,297 | $8.89M | 0.00% | −8,247−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 324,348 | $9.67M | 0.03% | +166,750+105.8% | Added |
| Trust Co of the South | 330,000 | $9.83M | 1.75% | −600−0.2% | Reduced |
| CenterBook Partners LP | 356,416 | $10.6M | 0.59% | +182,851+105.4% | Added |
| Motley Fool Wealth Management, LLC | 366,608 | $10.9M | 0.66% | +102,749+38.9% | Added |
| Goldman Sachs Group Inc | 391,276 | $11.7M | 0.00% | +127,154+48.1% | Added |
| D. E. Shaw & Co., Inc. | 442,173 | $13.2M | 0.01% | +57,687+15.0% | Added |