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 |
|---|---|---|---|---|---|
| FMR LLC | 21,664 | $645.6K | 0.00% | +17,084+373.0% | Added |
| Creative Planning | 21,658 | $645.4K | 0.00% | −4,630−17.6% | Reduced |
| Gsa Capital Partners LLP | 21,586 | $643.0K | 0.05% | +8,178+61.0% | Added |
| MetLife Investment Management | 20,854 | $621.4K | 0.00% | +125+0.6% | Added |
| Truist Financial Corp | 20,486 | $610.5K | 0.00% | −447−2.1% | Reduced |
| Arcus Capital Partners, LLC | 20,000 | $596.0K | 0.26% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 19,716 | $587.5K | 0.00% | +19,716 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 19,383 | $577.6K | 0.00% | −1,211−5.9% | Reduced |
| Aviance Capital Partners, LLC | 19,143 | $570.5K | 0.07% | −10,472−35.4% | Reduced |
| Point72 Asset Management, L.P. | 18,986 | $565.8K | 0.00% | −11,514−37.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $536.4K | 0.06% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 17,219 | $513.1K | 0.02% | +8,242+91.8% | Added |
| ExodusPoint Capital Management, LP | 16,734 | $499.0K | 0.01% | −6,053−26.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,720 | $498.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,351 | $487.3K | 0.00% | −1,528−8.5% | Reduced |
| Loomis Sayles & Co L P | 15,186 | $452.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 14,095 | $420.0K | 0.00% | −2,658−15.9% | Reduced |
| Janus Henderson Group PLC | 14,061 | $418.9K | 0.00% | −9,181−39.5% | Reduced |
| Intech Investment Management LLC | 13,926 | $415.0K | 0.00% | −9,153−39.7% | Reduced |
| Parsons Capital Management Inc | 13,800 | $411.2K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,030 | $388.3K | 0.04% | +146+1.1% | Added |
| Nisa Investment Advisors, LLC | 12,876 | $383.7K | 0.00% | +345+2.8% | Added |
| Central Pacific Bank - Trust Division | 12,612 | $375.8K | 0.05% | +2,220+21.4% | Added |
| Palogic Value Management, L.P. | 12,500 | $372.5K | 0.16% | +12,500 | New |
| Benjamin Edwards Inc | 12,316 | $367.0K | 0.00% | +1,278+11.6% | Added |
| New York State Common Retirement Fund | 12,184 | $363.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,020 | $358.0K | 0.05% | +12,020 | New |
| Howe & Rusling Inc | 10,929 | $325.7K | 0.02% | +1,081+11.0% | Added |
| Arizona State Retirement System | 10,643 | $317.2K | 0.00% | +273+2.6% | Added |
| Centaurus Financial, Inc. | 10,640 | $317.0K | 0.02% | −70−0.7% | Reduced |
| Banc Funds Co LLC | 10,350 | $308.4K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,308 | $307.2K | 0.01% | −401−3.7% | Reduced |
| Centiva Capital, LP | 10,002 | $298.1K | 0.02% | +10,002 | New |
| Voya Investment Management LLC | 9,880 | $294.4K | 0.00% | +91+0.9% | Added |
| Advisory Services Network, LLC | 9,247 | $292.3K | 0.00% | −8,772−48.7% | Reduced |
| Stock Yards Bank & Trust Co | 9,700 | $289.1K | 0.01% | −2,100−17.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $286.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,499 | $283.0K | 0.00% | +9,499 | New |
| Jane Street Group, LLC | 9,456 | $281.8K | 0.00% | −192,360−95.3% | Reduced |
| Patriot Investment Management Inc. | 8,978 | $267.5K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $266.8K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,851 | $263.7K | 0.00% | +109+1.2% | Added |
| Ballentine Partners, LLC | 8,671 | $258.4K | 0.00% | +1,122+14.9% | Added |
| Quest Partners LLC | 8,567 | $255.3K | 0.03% | −15,191−63.9% | Reduced |
| SG Americas Securities, LLC | 8,509 | $254.0K | 0.00% | +1,110+15.0% | Added |
| Aigen Investment Management, LP | 8,481 | $252.7K | 0.03% | +8,481 | New |
| Ieq Capital, LLC | 8,422 | $251.0K | 0.00% | +8,422 | New |
| Northwestern Mutual Wealth Management Co | 8,110 | $241.7K | 0.00% | −1,614−16.6% | Reduced |
| US Bancorp | 8,102 | $241.4K | 0.00% | +168+2.1% | Added |
| Quadrant Capital Group LLC | 7,973 | $237.6K | 0.01% | −791−9.0% | Reduced |
| Inceptionr LLC | 7,579 | $225.9K | 0.05% | +7,579 | New |
| Police & Firemen's Retirement System of New Jersey | 7,555 | $225.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,481 | $222.9K | 0.00% | +2,040+37.5% | Added |
| ProShare Advisors LLC | 7,252 | $216.1K | 0.00% | −254−3.4% | Reduced |
| Quantinno Capital Management LP | 7,250 | $216.1K | 0.00% | +7,250 | New |
| KLP Kapitalforvaltning AS | 6,700 | $199.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,170 | $184.0K | 0.00% | +3,248+111.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,054 | $180.4K | 0.00% | −5,806−49.0% | Reduced |
| Aquatic Capital Management LLC | 5,868 | $174.9K | 0.00% | +854+17.0% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $155.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,128 | $152.8K | 0.00% | +2,128+70.9% | Added |
| CWM, LLC | 3,904 | $116.0K | 0.00% | +3,667+1,547.3% | Added |
| Ameritas Investment Partners, Inc. | 3,345 | $99.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,182 | $94.8K | 0.00% | +1,850+138.9% | Added |
| Concord Wealth Partners | 2,850 | $84.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $76.7K | 0.00% | +2,574 | New |
| Whittier Trust Co of Nevada Inc | 1,311 | $39.1K | 0.00% | +576+78.4% | Added |
| Amalgamated Bank | 1,201 | $36.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 852 | $25.6K | 0.00% | +750+735.3% | Added |
| Sterling Capital Management LLC | 578 | $17.2K | 0.00% | +469+430.3% | Added |
| Larson Financial Group LLC | 509 | $15.2K | 0.00% | −395−43.7% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 400 | $11.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 391 | $11.7K | 0.00% | +37+10.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 216 | $6.00K | 0.00% | +216 | New |
| Huntington National Bank | 200 | $5.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 174 | $5.18K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $5.00K | 0.00% | +3+2.0% | Added |
| Semmax Financial Advisors Inc. | 153 | $4.77K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 152 | $4.53K | 0.00% | +90+145.2% | Added |
| Smartleaf Asset Management LLC | 138 | $4.14K | 0.00% | −24−14.8% | Reduced |
| Simplex Trading, LLC | 135 | $4.00K | 0.00% | +135 | New |
| SBI Securities Co., Ltd. | 128 | $3.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $3.67K | 0.00% | 0 | New |
| Caitong International Asset Management Co., Ltd | 118 | $3.52K | 0.00% | +118 | New |
| MAI Capital Management | 106 | $3.15K | 0.00% | +21+24.7% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 93 | $2.77K | 0.00% | −2−2.1% | Reduced |
| Rothschild Investment LLC | 85 | $2.53K | 0.00% | +30+54.5% | Added |
| Versant Capital Management, Inc | 77 | $2.29K | 0.00% | +19+32.8% | Added |
| Fortitude Family Office, LLC | 76 | $2.27K | 0.00% | +39+105.4% | Added |
| Essential Partners LLC | 76 | $2.27K | 0.00% | +76 | New |
| Covestor Ltd | 51 | $2.00K | 0.00% | +48+1,600.0% | Added |
| Abound Wealth Management | 40 | $1.19K | 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 |
| Hantz Financial Services, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $686 | 0.00% | +10+76.9% | Added |
| Whittier Trust Co | 19 | $566 | 0.00% | −19−50.0% | Reduced |