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 |
|---|---|---|---|---|---|
| Creative Planning | 29,452 | $1.04M | 0.00% | +7,794+36.0% | Added |
| BNP Paribas Arbitrage, SA | 28,718 | $1.01M | 0.00% | −5,872−17.0% | Reduced |
| Citigroup Inc | 28,682 | $1.01M | 0.00% | −19,665−40.7% | Reduced |
| Marshall Wace, LLP | 28,661 | $1.01M | 0.00% | −4,874−14.5% | Reduced |
| Balyasny Asset Management LLC | 24,202 | $852.4K | 0.00% | +24,202 | New |
| ExodusPoint Capital Management, LP | 23,821 | $839.0K | 0.01% | +7,087+42.4% | Added |
| SG Americas Securities, LLC | 23,632 | $832.0K | 0.00% | +15,123+177.7% | Added |
| Persistent Asset Partners Ltd | 22,727 | $800.4K | 0.58% | −746−3.2% | Reduced |
| Pinnacle Associates Ltd | 22,536 | $793.7K | 0.01% | −4,523−16.7% | Reduced |
| Truist Financial Corp | 22,432 | $790.0K | 0.00% | +1,946+9.5% | Added |
| First Trust Advisors LP | 21,348 | $751.9K | 0.00% | −27,009−55.9% | Reduced |
| MetLife Investment Management | 20,854 | $734.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 20,357 | $717.0K | 0.01% | +20,357 | New |
| Cetera Investment Advisers | 20,113 | $708.4K | 0.00% | +3,762+23.0% | Added |
| Graham Capital Management, L.P. | 19,783 | $696.8K | 0.03% | +2,564+14.9% | Added |
| Susquehanna Fundamental Investments, LLC | 19,620 | $691.0K | 0.03% | +2,900+17.3% | Added |
| Susquehanna International Group, LLP | 19,015 | $669.7K | 0.00% | −70,172−78.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,000 | $634.0K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 17,980 | $633.0K | 0.11% | +5,960+49.6% | Added |
| Aviance Capital Partners, LLC | 17,243 | $607.3K | 0.07% | −1,900−9.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,434 | $578.8K | 0.00% | −2,949−15.2% | Reduced |
| Parsons Capital Management Inc | 14,700 | $517.7K | 0.03% | +900+6.5% | Added |
| Emerald Mutual Fund Advisers Trust | 14,526 | $511.6K | 0.03% | +14,526 | New |
| Benjamin Edwards Inc | 14,368 | $506.0K | 0.01% | +2,052+16.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,289 | $504.0K | 0.00% | −8,153−36.3% | Reduced |
| Intech Investment Management LLC | 14,176 | $499.3K | 0.00% | +250+1.8% | Added |
| CWM Advisors, LLC | 12,911 | $454.7K | 0.04% | −119−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 12,876 | $453.5K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,630 | $444.8K | 0.00% | −209,863−94.3% | Reduced |
| Central Pacific Bank - Trust Division | 12,612 | $444.2K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,470 | $439.2K | 0.00% | +5,220+72.0% | Added |
| New York State Common Retirement Fund | 12,184 | $429.1K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 11,803 | $415.7K | 0.10% | +4,224+55.7% | Added |
| Park Avenue Securities LLC | 11,749 | $414.0K | 0.00% | +2,250+23.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,020 | $388.1K | 0.01% | −23,128−67.7% | Reduced |
| Aigen Investment Management, LP | 10,966 | $386.2K | 0.06% | +2,485+29.3% | Added |
| Howe & Rusling Inc | 10,929 | $384.9K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,796 | $380.2K | 0.00% | +153+1.4% | Added |
| Signaturefd, LLC | 10,454 | $368.2K | 0.01% | +146+1.4% | Added |
| Banc Funds Co LLC | 10,350 | $364.5K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 9,871 | $347.7K | 0.00% | +9,871 | New |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $343.9K | 0.00% | +2,208+29.2% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $338.3K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,450 | $332.8K | 0.01% | −250−2.6% | Reduced |
| Advisory Services Network, LLC | 9,089 | $320.1K | 0.00% | −158−1.7% | Reduced |
| Patriot Investment Management Inc. | 8,978 | $316.2K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,958 | $315.5K | 0.01% | +3,090+52.7% | Added |
| Smith, Salley & Associates | 8,954 | $315.4K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,894 | $313.2K | 0.00% | +223+2.6% | Added |
| Sanctuary Advisors, LLC | 8,862 | $312.1K | 0.00% | +11+0.1% | Added |
| KLP Kapitalforvaltning AS | 8,200 | $288.8K | 0.00% | +1,500+22.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,110 | $285.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,973 | $280.8K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,913 | $278.7K | 0.00% | +1,859+30.7% | Added |
| Public Employees Retirement System of Ohio | 7,481 | $263.5K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,383 | $260.0K | 0.00% | +7,383 | New |
| Mercer Global Advisors Inc | 7,236 | $254.8K | 0.00% | +7,236 | New |
| Los Angeles Capital Management LLC | 6,803 | $239.6K | 0.00% | +6,803 | New |
| Voya Investment Management LLC | 6,617 | $233.1K | 0.00% | −3,263−33.0% | Reduced |
| US Bancorp | 6,457 | $227.4K | 0.00% | −1,645−20.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 6,323 | $222.7K | 0.05% | +6,323 | New |
| HSBC Holdings PLC | 6,357 | $221.5K | 0.00% | +6,357 | New |
| ProShare Advisors LLC | 6,049 | $213.0K | 0.00% | −1,203−16.6% | Reduced |
| Principal Securities, Inc. | 5,617 | $197.8K | 0.00% | +489+9.5% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $184.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,848 | $174.0K | 0.00% | −1,322−21.4% | Reduced |
| CWM, LLC | 4,284 | $151.0K | 0.00% | +380+9.7% | Added |
| Centaurus Financial, Inc. | 3,335 | $117.0K | 0.01% | −7,305−68.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,955 | $104.1K | 0.00% | −390−11.7% | Reduced |
| Concord Wealth Partners | 2,850 | $100.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,556 | $90.0K | 0.01% | +2,556 | New |
| Global Retirement Partners, LLC | 2,276 | $80.2K | 0.00% | −298−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,807 | $63.6K | 0.00% | −1,375−43.2% | Reduced |
| State of Alaska, Department of Revenue | 1,789 | $63.0K | 0.00% | +1,789 | New |
| Sterling Capital Management LLC | 1,419 | $50.0K | 0.00% | +841+145.5% | Added |
| Jones Financial Companies LLLP | 1,364 | $49.4K | 0.00% | +512+60.1% | Added |
| Rockefeller Capital Management L.P. | 1,333 | $47.0K | 0.00% | +1,333 | New |
| Amalgamated Bank | 1,201 | $42.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 837 | $29.5K | 0.00% | +837 | New |
| GAMMA Investing LLC | 636 | $22.4K | 0.00% | +245+62.7% | Added |
| Larson Financial Group LLC | 575 | $20.2K | 0.00% | +66+13.0% | Added |
| 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 |
| First Horizon Corp | 400 | $14.1K | 0.00% | +400 | New |
| Quarry LP | 364 | $12.8K | 0.00% | +364 | New |
| Transamerica Financial Advisors, Inc. | 293 | $10.3K | 0.00% | +293 | New |
| Optiver Holding B.V. | 266 | $9.37K | 0.00% | +266 | New |
| First Command Advisory Services, Inc. | 205 | $7.22K | 0.00% | +205 | New |
| Huntington National Bank | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 196 | $7.00K | 0.00% | −20−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 174 | $6.13K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 161 | $6.00K | 0.00% | +8+5.2% | Added |
| Cloud Capital Management, LLC | 190 | $6.00K | 0.00% | +190 | New |
| Smartleaf Asset Management LLC | 155 | $5.55K | 0.00% | +17+12.3% | Added |
| SBI Securities Co., Ltd. | 128 | $4.51K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 117 | $4.12K | 0.00% | +117 | New |
| Farther Finance Advisors, LLC | 107 | $3.77K | 0.00% | +14+15.1% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 81 | $2.85K | 0.00% | +81 | New |
| Versant Capital Management, Inc | 77 | $2.71K | 0.00% | 00.0% | Unchanged |