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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 639,836 | $19.1M | 0.02% | −48,049−7.0% | Reduced |
| Geode Capital Management, LLC | 817,181 | $24.4M | 0.00% | +22,230+2.8% | Added |
| Southernsun Asset Management, LLC | 899,729 | $26.8M | 3.76% | +27,795+3.2% | Added |
| Diamond Hill Capital Management Inc | 917,663 | $27.3M | 0.13% | −149,228−14.0% | Reduced |
| State Street Corp | 1,302,631 | $38.8M | 0.00% | +35,201+2.8% | Added |
| Dimensional Fund Advisors LP | 1,540,164 | $45.9M | 0.01% | +112,819+7.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,880,972 | $56.1M | 0.19% | +327,575+21.1% | Added |
| Vanguard Group Inc | 2,688,507 | $80.1M | 0.00% | +30,770+1.2% | Added |
| BlackRock, Inc. | 2,728,375 | $81.3M | 0.00% | +26,617+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 6,510,197 | $194.0M | 0.12% | +25,673+0.4% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −369,070−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −58,635−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,400−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −38,385−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −26,437−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,651−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −19,919−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −18,365−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −16,987−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,582−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,443−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −8,403−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −7,694−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |