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 |
|---|---|---|---|---|---|
| Emerald Mutual Fund Advisers Trust | 14,526 | $511.6K | 0.03% | +14,526 | New |
| Parsons Capital Management Inc | 14,700 | $517.7K | 0.03% | +900+6.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,434 | $578.8K | 0.00% | −2,949−15.2% | Reduced |
| Aviance Capital Partners, LLC | 17,243 | $607.3K | 0.07% | −1,900−9.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,980 | $633.0K | 0.11% | +5,960+49.6% | Added |
| NJ State Employees Deferred Compensation Plan | 18,000 | $634.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,015 | $669.7K | 0.00% | −70,172−78.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,620 | $691.0K | 0.03% | +2,900+17.3% | Added |
| Graham Capital Management, L.P. | 19,783 | $696.8K | 0.03% | +2,564+14.9% | Added |
| Cetera Investment Advisers | 20,113 | $708.4K | 0.00% | +3,762+23.0% | Added |
| Engineers Gate Manager LP | 20,357 | $717.0K | 0.01% | +20,357 | New |
| MetLife Investment Management | 20,854 | $734.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 21,348 | $751.9K | 0.00% | −27,009−55.9% | Reduced |
| Truist Financial Corp | 22,432 | $790.0K | 0.00% | +1,946+9.5% | Added |
| Pinnacle Associates Ltd | 22,536 | $793.7K | 0.01% | −4,523−16.7% | Reduced |
| Persistent Asset Partners Ltd | 22,727 | $800.4K | 0.58% | −746−3.2% | Reduced |
| SG Americas Securities, LLC | 23,632 | $832.0K | 0.00% | +15,123+177.7% | Added |
| ExodusPoint Capital Management, LP | 23,821 | $839.0K | 0.01% | +7,087+42.4% | Added |
| Balyasny Asset Management LLC | 24,202 | $852.4K | 0.00% | +24,202 | New |
| Marshall Wace, LLP | 28,661 | $1.01M | 0.00% | −4,874−14.5% | Reduced |
| Citigroup Inc | 28,682 | $1.01M | 0.00% | −19,665−40.7% | Reduced |
| BNP Paribas Arbitrage, SA | 28,718 | $1.01M | 0.00% | −5,872−17.0% | Reduced |
| Creative Planning | 29,452 | $1.04M | 0.00% | +7,794+36.0% | Added |
| Quest Partners LLC | 30,893 | $1.09M | 0.07% | +22,326+260.6% | Added |
| LPL Financial LLC | 30,928 | $1.09M | 0.00% | +4,259+16.0% | Added |
| Level Four Advisory Services, LLC | 31,426 | $1.11M | 0.04% | +661+2.1% | Added |
| Lighthouse Investment Partners, LLC | 32,133 | $1.13M | 0.04% | −2,619−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 31,548 | $1.15M | 0.00% | +2,910+10.2% | Added |
| California State Teachers Retirement System | 33,256 | $1.17M | 0.00% | +20.0% | Added |
| Price T Rowe Associates Inc | 33,676 | $1.19M | 0.00% | +1,791+5.6% | Added |
| RE Advisers Corp | 34,100 | $1.20M | 0.03% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 35,267 | $1.24M | 0.02% | +5,500+18.5% | Added |
| Stifel Financial Corp | 35,299 | $1.24M | 0.00% | +5,930+20.2% | Added |
| Point72 Asset Management, L.P. | 37,100 | $1.31M | 0.00% | +18,114+95.4% | Added |
| Alliancebernstein L.P. | 37,561 | $1.32M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 37,884 | $1.33M | 0.00% | +18,168+92.1% | Added |
| Federated Hermes, Inc. | 38,049 | $1.34M | 0.00% | −180.0% | Reduced |
| Legal & General Group Plc | 38,855 | $1.37M | 0.00% | −186−0.5% | Reduced |
| Salem Investment Counselors Inc | 39,395 | $1.39M | 0.04% | −6,175−13.6% | Reduced |
| MML Investors Services, LLC | 39,402 | $1.39M | 0.00% | +1,754+4.7% | Added |
| Jump Financial, LLC | 39,484 | $1.39M | 0.02% | −31,610−44.5% | Reduced |
| Rafferty Asset Management, LLC | 40,652 | $1.43M | 0.00% | −8,706−17.6% | Reduced |
| Jane Street Group, LLC | 41,302 | $1.45M | 0.00% | +31,846+336.8% | Added |
| PDT Partners, LLC | 41,621 | $1.47M | 0.09% | 00.0% | Unchanged |
| SEI Investments Co | 42,304 | $1.49M | 0.00% | +1,395+3.4% | Added |
| Quantbot Technologies LP | 43,799 | $1.54M | 0.04% | −3,918−8.2% | Reduced |
| Mendon Capital Advisors Corp | 49,750 | $1.68M | 0.77% | +49,750 | New |
| Profit Investment Management, LLC | 48,274 | $1.70M | 2.14% | −22,861−32.1% | Reduced |
| Motley Fool Asset Management LLC | 49,788 | $1.75M | 0.07% | −52,122−51.1% | Reduced |
| RMB Capital Management, LLC | 50,199 | $1.77M | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 50,921 | $1.79M | 0.00% | −41,050−44.6% | Reduced |
| FMR LLC | 52,874 | $1.86M | 0.00% | +31,210+144.1% | Added |
| Rhumbline Advisers | 53,695 | $1.89M | 0.00% | −1,679−3.0% | Reduced |
| Victory Capital Management Inc | 54,222 | $1.91M | 0.00% | +1,983+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 54,320 | $1.91M | 0.01% | +20,709+61.6% | Added |
| Barclays PLC | 54,485 | $1.92M | 0.00% | −31,992−37.0% | Reduced |
| Royal Bank of Canada | 55,017 | $1.94M | 0.00% | +13,053+31.1% | Added |
| HRT Financial LP | 55,853 | $1.97M | 0.01% | +41,758+296.3% | Added |
| Chatham Capital Group, Inc. | 56,503 | $1.99M | 0.29% | −420−0.7% | Reduced |
| Invesco Ltd. | 58,877 | $2.07M | 0.00% | +6,111+11.6% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $2.09M | 0.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 62,082 | $2.19M | 0.03% | −5,821−8.6% | Reduced |
| Two Sigma Advisers, LP | 63,900 | $2.25M | 0.00% | +18,400+40.4% | Added |
| Captrust Financial Advisors | 64,634 | $2.28M | 0.00% | +4,674+7.8% | Added |
| Verition Fund Management LLC | 65,931 | $2.32M | 0.01% | +14,922+29.3% | Added |
| Numerai GP LLC | 67,652 | $2.38M | 0.34% | −107,371−61.3% | Reduced |
| Russell Investments Group, Ltd. | 68,676 | $2.42M | 0.00% | +14,576+26.9% | Added |
| Swiss National Bank | 70,700 | $2.49M | 0.00% | +600+0.9% | Added |
| PMC FIG Opportunities LLC | 70,707 | $2.49M | 3.81% | +2,630+3.9% | Added |
| TD Asset Management Inc | 73,366 | $2.58M | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 77,036 | $2.71M | 0.59% | +6,500+9.2% | Added |
| Dark Forest Capital Management LP | 79,497 | $2.80M | 0.11% | +19,418+32.3% | Added |
| Wells Fargo & Company | 82,174 | $2.89M | 0.00% | −32,967−28.6% | Reduced |
| Empowered Funds, LLC | 85,983 | $3.03M | 0.03% | +20,286+30.9% | Added |
| E. Ohman J:or Asset Management AB | 90,185 | $3.18M | 0.07% | −2,320−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 90,602 | $3.19M | 0.00% | +1,398+1.6% | Added |
| Squarepoint Ops LLC | 92,628 | $3.26M | 0.01% | −60,450−39.5% | Reduced |
| AQR Capital Management LLC | 94,279 | $3.32M | 0.00% | +33,199+54.4% | Added |
| Trexquant Investment LP | 97,856 | $3.45M | 0.04% | −9,577−8.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 103,063 | $3.58M | 0.08% | +101,752+7,761.4% | Added |
| American Century Companies Inc | 102,500 | $3.61M | 0.00% | +7,247+7.6% | Added |
| Janus Henderson Group PLC | 111,916 | $3.94M | 0.00% | +97,855+695.9% | Added |
| Walleye Capital LLC | 116,498 | $4.10M | 0.03% | +26,381+29.3% | Added |
| Deutsche Bank AG | 124,036 | $4.37M | 0.00% | +42,278+51.7% | Added |
| UBS Group AG | 124,185 | $4.37M | 0.00% | +11,416+10.1% | Added |
| Bridgeway Capital Management, LLC | 141,402 | $4.98M | 0.11% | +20,286+16.7% | Added |
| CenterBook Partners LP | 148,328 | $5.22M | 0.26% | −208,088−58.4% | Reduced |
| Two Sigma Investments, LP | 155,173 | $5.47M | 0.01% | +112,949+267.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 155,362 | $5.47M | 0.02% | +31,814+25.8% | Added |
| Boothbay Fund Management, LLC | 157,055 | $5.53M | 0.14% | −1,395−0.9% | Reduced |
| Rice Hall James & Associates, LLC | 157,321 | $5.54M | 0.30% | +9,088+6.1% | Added |
| Citadel Advisors LLC | 161,131 | $5.68M | 0.00% | −95,100−37.1% | Reduced |
| JPMorgan Chase & Co | 161,186 | $5.68M | 0.00% | −39,217−19.6% | Reduced |
| Voloridge Investment Management, LLC | 165,283 | $5.82M | 0.02% | −39,881−19.4% | Reduced |
| Whittier Trust Co | 178,175 | $6.18M | 0.07% | +178,156+937,663.2% | Added |
| Tudor Investment Corp Et Al | 175,667 | $6.19M | 0.04% | +49,644+39.4% | Added |
| Bank of New York Mellon Corp | 176,373 | $6.21M | 0.00% | −357−0.2% | Reduced |
| Raymond James Financial Inc | 185,944 | $6.55M | 0.00% | +6,261+3.5% | Added |
| Bank of America Corp | 198,553 | $6.99M | 0.00% | +69,730+54.1% | Added |
| Envestnet Asset Management Inc | 205,933 | $7.25M | 0.00% | +24,664+13.6% | Added |