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 |
|---|---|---|---|---|---|
| Diamond Hill Capital Management Inc | 222,024 | $7.82M | 0.04% | −695,639−75.8% | Reduced |
| Algert Global LLC | 230,466 | $8.12M | 0.14% | +62,946+37.6% | Added |
| D. E. Shaw & Co., Inc. | 275,455 | $9.70M | 0.01% | −166,718−37.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 276,667 | $9.74M | 0.04% | −5,683−2.0% | Reduced |
| Millennium Management LLC | 282,933 | $9.96M | 0.01% | −356,903−55.8% | Reduced |
| Morgan Stanley | 286,077 | $10.1M | 0.00% | +56,092+24.4% | Added |
| Goldman Sachs Group Inc | 289,072 | $10.2M | 0.00% | −102,204−26.1% | Reduced |
| Manufacturers Life Insurance Company, The | 290,567 | $10.2M | 0.01% | −4,604−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 294,678 | $10.4M | 0.00% | +8,201+2.9% | Added |
| Nuveen, LLC | 301,823 | $10.6M | 0.00% | +12,365+4.3% | Added |
| Northern Trust Corp | 304,641 | $10.7M | 0.00% | +6,344+2.1% | Added |
| Motley Fool Wealth Management, LLC | 327,489 | $11.5M | 0.78% | −39,119−10.7% | Reduced |
| Trust Co of the South | 330,000 | $11.6M | 1.93% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 370,869 | $13.1M | 0.04% | +46,521+14.3% | Added |
| Ameriprise Financial Inc | 519,957 | $18.3M | 0.00% | +408,591+366.9% | Added |
| Geode Capital Management, LLC | 826,215 | $29.1M | 0.00% | +9,034+1.1% | Added |
| Southernsun Asset Management, LLC | 894,310 | $31.5M | 4.08% | −5,419−0.6% | Reduced |
| State Street Corp | 1,245,137 | $43.9M | 0.00% | −57,494−4.4% | Reduced |
| Dimensional Fund Advisors LP | 1,545,210 | $54.4M | 0.01% | +5,046+0.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,776,292 | $62.6M | 0.20% | −104,680−5.6% | Reduced |
| Vanguard Group Inc | 2,685,446 | $94.6M | 0.00% | −3,061−0.1% | Reduced |
| BlackRock, Inc. | 3,219,488 | $113.4M | 0.00% | +491,113+18.0% | Added |
| T. Rowe Price Investment Management, Inc. | 6,520,922 | $229.7M | 0.14% | +10,725+0.2% | Added |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,586−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −15,186−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |