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, Q3 2025
Institutional positions in Live Oak Bancshares, Inc. as of Sep 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
- 223
- +16 vs. Q2 2025
- Shares held
- 30.5M
- −321.5K (−1.0%) vs. Q2 2025
- Total value
- $1.07B
- +$155.5M (+16.9%) vs. Q2 2025
- New holders
- 28
- 90 more added
- Sold out
- 12
- 63 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,520,922 | $229.7M | 0.14% | +10,725+0.2% | Added |
| BlackRock, Inc. | 3,219,488 | $113.4M | 0.00% | +491,113+18.0% | Added |
| Vanguard Group Inc | 2,685,446 | $94.6M | 0.00% | −3,061−0.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,776,292 | $62.6M | 0.20% | −104,680−5.6% | Reduced |
| Dimensional Fund Advisors LP | 1,545,210 | $54.4M | 0.01% | +5,046+0.3% | Added |
| State Street Corp | 1,245,137 | $43.9M | 0.00% | −57,494−4.4% | Reduced |
| Southernsun Asset Management, LLC | 894,310 | $31.5M | 4.08% | −5,419−0.6% | Reduced |
| Geode Capital Management, LLC | 826,215 | $29.1M | 0.00% | +9,034+1.1% | Added |
| Ameriprise Financial Inc | 519,957 | $18.3M | 0.00% | +408,591+366.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 370,869 | $13.1M | 0.04% | +46,521+14.3% | Added |
| Trust Co of the South | 330,000 | $11.6M | 1.93% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 327,489 | $11.5M | 0.78% | −39,119−10.7% | Reduced |
| Northern Trust Corp | 304,641 | $10.7M | 0.00% | +6,344+2.1% | Added |
| Nuveen, LLC | 301,823 | $10.6M | 0.00% | +12,365+4.3% | Added |
| Charles Schwab Investment Management Inc | 294,678 | $10.4M | 0.00% | +8,201+2.9% | Added |
| Manufacturers Life Insurance Company, The | 290,567 | $10.2M | 0.01% | −4,604−1.6% | Reduced |
| Goldman Sachs Group Inc | 289,072 | $10.2M | 0.00% | −102,204−26.1% | Reduced |
| Morgan Stanley | 286,077 | $10.1M | 0.00% | +56,092+24.4% | Added |
| Millennium Management LLC | 282,933 | $9.96M | 0.01% | −356,903−55.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 276,667 | $9.74M | 0.04% | −5,683−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 275,455 | $9.70M | 0.01% | −166,718−37.7% | Reduced |
| Algert Global LLC | 230,466 | $8.12M | 0.14% | +62,946+37.6% | Added |
| Diamond Hill Capital Management Inc | 222,024 | $7.82M | 0.04% | −695,639−75.8% | Reduced |
| Envestnet Asset Management Inc | 205,933 | $7.25M | 0.00% | +24,664+13.6% | Added |
| Bank of America Corp | 198,553 | $6.99M | 0.00% | +69,730+54.1% | Added |
| Raymond James Financial Inc | 185,944 | $6.55M | 0.00% | +6,261+3.5% | Added |
| Bank of New York Mellon Corp | 176,373 | $6.21M | 0.00% | −357−0.2% | Reduced |
| Tudor Investment Corp Et Al | 175,667 | $6.19M | 0.04% | +49,644+39.4% | Added |
| Whittier Trust Co | 178,175 | $6.18M | 0.07% | +178,156+937,663.2% | Added |
| Voloridge Investment Management, LLC | 165,283 | $5.82M | 0.02% | −39,881−19.4% | Reduced |
| JPMorgan Chase & Co | 161,186 | $5.68M | 0.00% | −39,217−19.6% | Reduced |
| Citadel Advisors LLC | 161,131 | $5.68M | 0.00% | −95,100−37.1% | Reduced |
| Rice Hall James & Associates, LLC | 157,321 | $5.54M | 0.30% | +9,088+6.1% | Added |
| Boothbay Fund Management, LLC | 157,055 | $5.53M | 0.14% | −1,395−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 155,362 | $5.47M | 0.02% | +31,814+25.8% | Added |
| Two Sigma Investments, LP | 155,173 | $5.47M | 0.01% | +112,949+267.5% | Added |
| CenterBook Partners LP | 148,328 | $5.22M | 0.26% | −208,088−58.4% | Reduced |
| Bridgeway Capital Management, LLC | 141,402 | $4.98M | 0.11% | +20,286+16.7% | Added |
| UBS Group AG | 124,185 | $4.37M | 0.00% | +11,416+10.1% | Added |
| Deutsche Bank AG | 124,036 | $4.37M | 0.00% | +42,278+51.7% | Added |
| Walleye Capital LLC | 116,498 | $4.10M | 0.03% | +26,381+29.3% | Added |
| Janus Henderson Group PLC | 111,916 | $3.94M | 0.00% | +97,855+695.9% | Added |
| American Century Companies Inc | 102,500 | $3.61M | 0.00% | +7,247+7.6% | Added |
| Whittier Trust Co of Nevada Inc | 103,063 | $3.58M | 0.08% | +101,752+7,761.4% | Added |
| Trexquant Investment LP | 97,856 | $3.45M | 0.04% | −9,577−8.9% | Reduced |
| AQR Capital Management LLC | 94,279 | $3.32M | 0.00% | +33,199+54.4% | Added |
| Squarepoint Ops LLC | 92,628 | $3.26M | 0.01% | −60,450−39.5% | Reduced |
| Commonwealth Equity Services, LLC | 90,602 | $3.19M | 0.00% | +1,398+1.6% | Added |
| E. Ohman J:or Asset Management AB | 90,185 | $3.18M | 0.07% | −2,320−2.5% | Reduced |
| Empowered Funds, LLC | 85,983 | $3.03M | 0.03% | +20,286+30.9% | Added |
| Wells Fargo & Company | 82,174 | $2.89M | 0.00% | −32,967−28.6% | Reduced |
| Dark Forest Capital Management LP | 79,497 | $2.80M | 0.11% | +19,418+32.3% | Added |
| one8zero8, LLC | 77,036 | $2.71M | 0.59% | +6,500+9.2% | Added |
| TD Asset Management Inc | 73,366 | $2.58M | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 70,707 | $2.49M | 3.81% | +2,630+3.9% | Added |
| Swiss National Bank | 70,700 | $2.49M | 0.00% | +600+0.9% | Added |
| Russell Investments Group, Ltd. | 68,676 | $2.42M | 0.00% | +14,576+26.9% | Added |
| Numerai GP LLC | 67,652 | $2.38M | 0.34% | −107,371−61.3% | Reduced |
| Verition Fund Management LLC | 65,931 | $2.32M | 0.01% | +14,922+29.3% | Added |
| Captrust Financial Advisors | 64,634 | $2.28M | 0.00% | +4,674+7.8% | Added |
| Two Sigma Advisers, LP | 63,900 | $2.25M | 0.00% | +18,400+40.4% | Added |
| Cubist Systematic Strategies, LLC | 62,082 | $2.19M | 0.03% | −5,821−8.6% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $2.09M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 58,877 | $2.07M | 0.00% | +6,111+11.6% | Added |
| Chatham Capital Group, Inc. | 56,503 | $1.99M | 0.29% | −420−0.7% | Reduced |
| HRT Financial LP | 55,853 | $1.97M | 0.01% | +41,758+296.3% | Added |
| Royal Bank of Canada | 55,017 | $1.94M | 0.00% | +13,053+31.1% | Added |
| Barclays PLC | 54,485 | $1.92M | 0.00% | −31,992−37.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 54,320 | $1.91M | 0.01% | +20,709+61.6% | Added |
| Victory Capital Management Inc | 54,222 | $1.91M | 0.00% | +1,983+3.8% | Added |
| Rhumbline Advisers | 53,695 | $1.89M | 0.00% | −1,679−3.0% | Reduced |
| FMR LLC | 52,874 | $1.86M | 0.00% | +31,210+144.1% | Added |
| UBS Asset Management Americas Inc | 50,921 | $1.79M | 0.00% | −41,050−44.6% | Reduced |
| RMB Capital Management, LLC | 50,199 | $1.77M | 0.03% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 49,788 | $1.75M | 0.07% | −52,122−51.1% | Reduced |
| Profit Investment Management, LLC | 48,274 | $1.70M | 2.14% | −22,861−32.1% | Reduced |
| Mendon Capital Advisors Corp | 49,750 | $1.68M | 0.77% | +49,750 | New |
| Quantbot Technologies LP | 43,799 | $1.54M | 0.04% | −3,918−8.2% | Reduced |
| SEI Investments Co | 42,304 | $1.49M | 0.00% | +1,395+3.4% | Added |
| PDT Partners, LLC | 41,621 | $1.47M | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 41,302 | $1.45M | 0.00% | +31,846+336.8% | Added |
| Rafferty Asset Management, LLC | 40,652 | $1.43M | 0.00% | −8,706−17.6% | Reduced |
| Jump Financial, LLC | 39,484 | $1.39M | 0.02% | −31,610−44.5% | Reduced |
| MML Investors Services, LLC | 39,402 | $1.39M | 0.00% | +1,754+4.7% | Added |
| Salem Investment Counselors Inc | 39,395 | $1.39M | 0.04% | −6,175−13.6% | Reduced |
| Legal & General Group Plc | 38,855 | $1.37M | 0.00% | −186−0.5% | Reduced |
| Federated Hermes, Inc. | 38,049 | $1.34M | 0.00% | −180.0% | Reduced |
| State of Wisconsin Investment Board | 37,884 | $1.33M | 0.00% | +18,168+92.1% | Added |
| Alliancebernstein L.P. | 37,561 | $1.32M | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 37,100 | $1.31M | 0.00% | +18,114+95.4% | Added |
| Stifel Financial Corp | 35,299 | $1.24M | 0.00% | +5,930+20.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 35,267 | $1.24M | 0.02% | +5,500+18.5% | Added |
| RE Advisers Corp | 34,100 | $1.20M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,676 | $1.19M | 0.00% | +1,791+5.6% | Added |
| California State Teachers Retirement System | 33,256 | $1.17M | 0.00% | +20.0% | Added |
| Advisor Group Holdings, Inc. | 31,548 | $1.15M | 0.00% | +2,910+10.2% | Added |
| Lighthouse Investment Partners, LLC | 32,133 | $1.13M | 0.04% | −2,619−7.5% | Reduced |
| Level Four Advisory Services, LLC | 31,426 | $1.11M | 0.04% | +661+2.1% | Added |
| LPL Financial LLC | 30,928 | $1.09M | 0.00% | +4,259+16.0% | Added |
| Quest Partners LLC | 30,893 | $1.09M | 0.07% | +22,326+260.6% | Added |