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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2 | $78 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $106 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $141 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $141 | 0.00% | +4 | New |
| Strategic Advocates LLC | 6 | $211 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 12 | $423 | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 14 | $493 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $494 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $529 | 0.00% | +15 | New |
| Missouri Trust & Investment Co | 16 | $564 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $775 | 0.00% | +22 | Added |
| Covestor Ltd | 36 | $1.00K | 0.00% | −15−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 30 | $1.06K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 38 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $1.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 51 | $1.80K | 0.00% | +28+121.7% | Added |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 65 | $2.29K | 0.00% | +65 | New |
| Rothschild Investment LLC | 70 | $2.46K | 0.00% | −15−17.6% | Reduced |
| MAI Capital Management | 75 | $2.64K | 0.00% | −31−29.2% | Reduced |
| Fortitude Family Office, LLC | 76 | $2.68K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 76 | $2.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.71K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 81 | $2.85K | 0.00% | +81 | New |
| Federation des caisses Desjardins du Quebec | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $3.77K | 0.00% | +14+15.1% | Added |
| Mather Group, LLC. | 117 | $4.12K | 0.00% | +117 | New |
| SBI Securities Co., Ltd. | 128 | $4.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 155 | $5.55K | 0.00% | +17+12.3% | Added |
| Harbor Capital Advisors, Inc. | 161 | $6.00K | 0.00% | +8+5.2% | Added |
| Cloud Capital Management, LLC | 190 | $6.00K | 0.00% | +190 | New |
| Ronald Blue Trust, Inc. | 174 | $6.13K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 196 | $7.00K | 0.00% | −20−9.3% | Reduced |
| Huntington National Bank | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 205 | $7.22K | 0.00% | +205 | New |
| Optiver Holding B.V. | 266 | $9.37K | 0.00% | +266 | New |
| Transamerica Financial Advisors, Inc. | 293 | $10.3K | 0.00% | +293 | New |
| Quarry LP | 364 | $12.8K | 0.00% | +364 | New |
| First Horizon Corp | 400 | $14.1K | 0.00% | +400 | New |
| Center for Financial Planning, Inc. | 500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 575 | $20.2K | 0.00% | +66+13.0% | Added |
| GAMMA Investing LLC | 636 | $22.4K | 0.00% | +245+62.7% | Added |
| SRS Capital Advisors, Inc. | 837 | $29.5K | 0.00% | +837 | New |
| Amalgamated Bank | 1,201 | $42.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,333 | $47.0K | 0.00% | +1,333 | New |
| Jones Financial Companies LLLP | 1,364 | $49.4K | 0.00% | +512+60.1% | Added |
| Sterling Capital Management LLC | 1,419 | $50.0K | 0.00% | +841+145.5% | Added |
| State of Alaska, Department of Revenue | 1,789 | $63.0K | 0.00% | +1,789 | New |
| Tower Research Capital LLC (TRC) | 1,807 | $63.6K | 0.00% | −1,375−43.2% | Reduced |
| Global Retirement Partners, LLC | 2,276 | $80.2K | 0.00% | −298−11.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,556 | $90.0K | 0.01% | +2,556 | New |
| Concord Wealth Partners | 2,850 | $100.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,955 | $104.1K | 0.00% | −390−11.7% | Reduced |
| Centaurus Financial, Inc. | 3,335 | $117.0K | 0.01% | −7,305−68.7% | Reduced |
| CWM, LLC | 4,284 | $151.0K | 0.00% | +380+9.7% | Added |
| Great West Life Assurance Co | 4,848 | $174.0K | 0.00% | −1,322−21.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,214 | $184.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,617 | $197.8K | 0.00% | +489+9.5% | Added |
| ProShare Advisors LLC | 6,049 | $213.0K | 0.00% | −1,203−16.6% | Reduced |
| HSBC Holdings PLC | 6,357 | $221.5K | 0.00% | +6,357 | New |
| Allegiance Financial Group Advisory Services LLC | 6,323 | $222.7K | 0.05% | +6,323 | New |
| US Bancorp | 6,457 | $227.4K | 0.00% | −1,645−20.3% | Reduced |
| Voya Investment Management LLC | 6,617 | $233.1K | 0.00% | −3,263−33.0% | Reduced |
| Los Angeles Capital Management LLC | 6,803 | $239.6K | 0.00% | +6,803 | New |
| Mercer Global Advisors Inc | 7,236 | $254.8K | 0.00% | +7,236 | New |
| O'Shaughnessy Asset Management, LLC | 7,383 | $260.0K | 0.00% | +7,383 | New |
| Public Employees Retirement System of Ohio | 7,481 | $263.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,913 | $278.7K | 0.00% | +1,859+30.7% | Added |
| Quadrant Capital Group LLC | 7,973 | $280.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,110 | $285.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $288.8K | 0.00% | +1,500+22.4% | Added |
| Sanctuary Advisors, LLC | 8,862 | $312.1K | 0.00% | +11+0.1% | Added |
| Ballentine Partners, LLC | 8,894 | $313.2K | 0.00% | +223+2.6% | Added |
| Smith, Salley & Associates | 8,954 | $315.4K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,958 | $315.5K | 0.01% | +3,090+52.7% | Added |
| Patriot Investment Management Inc. | 8,978 | $316.2K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,089 | $320.1K | 0.00% | −158−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 9,450 | $332.8K | 0.01% | −250−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 9,604 | $338.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $343.9K | 0.00% | +2,208+29.2% | Added |
| Mariner, LLC | 9,871 | $347.7K | 0.00% | +9,871 | New |
| Banc Funds Co LLC | 10,350 | $364.5K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,454 | $368.2K | 0.01% | +146+1.4% | Added |
| Arizona State Retirement System | 10,796 | $380.2K | 0.00% | +153+1.4% | Added |
| Howe & Rusling Inc | 10,929 | $384.9K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,966 | $386.2K | 0.06% | +2,485+29.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,020 | $388.1K | 0.01% | −23,128−67.7% | Reduced |
| Park Avenue Securities LLC | 11,749 | $414.0K | 0.00% | +2,250+23.7% | Added |
| Inceptionr LLC | 11,803 | $415.7K | 0.10% | +4,224+55.7% | Added |
| New York State Common Retirement Fund | 12,184 | $429.1K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,470 | $439.2K | 0.00% | +5,220+72.0% | Added |
| Central Pacific Bank - Trust Division | 12,612 | $444.2K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,630 | $444.8K | 0.00% | −209,863−94.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,876 | $453.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,911 | $454.7K | 0.04% | −119−0.9% | Reduced |
| Intech Investment Management LLC | 14,176 | $499.3K | 0.00% | +250+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,289 | $504.0K | 0.00% | −8,153−36.3% | Reduced |
| Benjamin Edwards Inc | 14,368 | $506.0K | 0.01% | +2,052+16.7% | Added |