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, Q4 2025
Institutional positions in Live Oak Bancshares, Inc. as of Dec 31, 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
- 229
- +8 vs. Q3 2025
- Shares held
- 32.6M
- +2.18M (+7.2%) vs. Q3 2025
- Total value
- $1.12B
- +$49.4M (+4.6%) vs. Q3 2025
- New holders
- 31
- 76 more added
- Sold out
- 23
- 80 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,428,502 | $220.8M | 0.14% | −92,420−1.4% | Reduced |
| BlackRock, Inc. | 3,575,987 | $122.8M | 0.00% | +356,499+11.1% | Added |
| Vanguard Group Inc | 2,702,627 | $92.8M | 0.00% | +17,181+0.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,725,854 | $59.3M | 0.20% | −50,438−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,538,435 | $52.8M | 0.01% | −6,775−0.4% | Reduced |
| State Street Corp | 1,308,462 | $44.9M | 0.00% | +63,325+5.1% | Added |
| NewEdge Wealth, LLC | 1,259,422 | $43.3M | 0.49% | +1,259,422 | New |
| Southernsun Asset Management, LLC | 1,029,108 | $35.3M | 4.93% | +134,798+15.1% | Added |
| Geode Capital Management, LLC | 817,436 | $28.1M | 0.00% | −8,779−1.1% | Reduced |
| William Blair Investment Management, LLC | 648,561 | $22.3M | 0.06% | +648,561 | New |
| Loomis Sayles & Co L P | 558,410 | $19.2M | 0.02% | +558,410 | New |
| Hotchkis & Wiley Capital Management LLC | 370,859 | $12.7M | 0.04% | −100.0% | Reduced |
| D. E. Shaw & Co., Inc. | 338,487 | $11.6M | 0.01% | +63,032+22.9% | Added |
| Goldman Sachs Group Inc | 293,241 | $10.1M | 0.00% | +4,169+1.4% | Added |
| Charles Schwab Investment Management Inc | 291,959 | $10.0M | 0.00% | −2,719−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 288,115 | $9.90M | 0.01% | −2,452−0.8% | Reduced |
| Two Sigma Investments, LP | 286,160 | $9.83M | 0.01% | +130,987+84.4% | Added |
| Northern Trust Corp | 285,092 | $9.79M | 0.00% | −19,549−6.4% | Reduced |
| Motley Fool Wealth Management, LLC | 282,701 | $9.71M | 0.75% | −44,788−13.7% | Reduced |
| Algert Global LLC | 273,509 | $9.40M | 0.15% | +43,043+18.7% | Added |
| Morgan Stanley | 273,097 | $9.38M | 0.00% | −12,980−4.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 266,543 | $9.16M | 0.04% | −10,124−3.7% | Reduced |
| Millennium Management LLC | 258,071 | $8.86M | 0.01% | −24,862−8.8% | Reduced |
| Royce & Associates LP | 247,341 | $8.50M | 0.09% | +247,341 | New |
| Fuller & Thaler Asset Management, Inc. | 223,584 | $7.68M | 0.03% | +68,222+43.9% | Added |
| Raymond James Financial Inc | 220,270 | $7.57M | 0.00% | +34,326+18.5% | Added |
| Envestnet Asset Management Inc | 217,500 | $7.47M | 0.00% | +11,567+5.6% | Added |
| Whittier Trust Co | 198,877 | $7.23M | 0.08% | +20,702+11.6% | Added |
| Citadel Advisors LLC | 210,184 | $7.22M | 0.00% | +49,053+30.4% | Added |
| Diamond Hill Capital Management Inc | 204,093 | $7.01M | 0.04% | −17,931−8.1% | Reduced |
| Bank of America Corp | 188,567 | $6.48M | 0.00% | −9,986−5.0% | Reduced |
| Voloridge Investment Management, LLC | 178,965 | $6.15M | 0.02% | +13,682+8.3% | Added |
| Bridgeway Capital Management, LLC | 176,402 | $6.06M | 0.13% | +35,000+24.8% | Added |
| Trust Co of the South | 167,500 | $5.75M | 0.93% | −162,500−49.2% | Reduced |
| Wells Fargo & Company | 161,547 | $5.55M | 0.00% | +79,373+96.6% | Added |
| UBS Group AG | 160,710 | $5.52M | 0.00% | +36,525+29.4% | Added |
| Rice Hall James & Associates, LLC | 146,966 | $5.05M | 0.28% | −10,355−6.6% | Reduced |
| State of Wisconsin Investment Board | 139,765 | $4.80M | 0.01% | +101,881+268.9% | Added |
| CenterBook Partners LP | 136,265 | $4.68M | 0.23% | −12,063−8.1% | Reduced |
| Ameriprise Financial Inc | 134,335 | $4.61M | 0.00% | −385,622−74.2% | Reduced |
| Walleye Capital LLC | 113,706 | $3.91M | 0.02% | −2,792−2.4% | Reduced |
| Two Sigma Advisers, LP | 113,600 | $3.90M | 0.01% | +49,700+77.8% | Added |
| Whittier Trust Co of Nevada Inc | 106,335 | $3.87M | 0.08% | +3,272+3.2% | Added |
| Nuveen, LLC | 107,488 | $3.69M | 0.00% | −194,335−64.4% | Reduced |
| Bank of New York Mellon Corp | 103,541 | $3.56M | 0.00% | −72,832−41.3% | Reduced |
| AQR Capital Management LLC | 102,401 | $3.52M | 0.00% | +8,122+8.6% | Added |
| Russell Investments Group, Ltd. | 102,063 | $3.51M | 0.00% | +33,387+48.6% | Added |
| Captrust Financial Advisors | 93,020 | $3.20M | 0.01% | +28,386+43.9% | Added |
| American Century Companies Inc | 92,648 | $3.18M | 0.00% | −9,852−9.6% | Reduced |
| E. Ohman J:or Asset Management AB | 90,331 | $3.10M | 0.07% | +146+0.2% | Added |
| Empowered Funds, LLC | 86,150 | $2.96M | 0.05% | +167+0.2% | Added |
| Deutsche Bank AG | 85,693 | $2.94M | 0.00% | −38,343−30.9% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 83,327 | $2.86M | 1.81% | +83,327 | New |
| one8zero8, LLC | 75,935 | $2.61M | 0.57% | −1,101−1.4% | Reduced |
| TD Asset Management Inc | 73,366 | $2.52M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 72,200 | $2.48M | 0.00% | +1,500+2.1% | Added |
| Barclays PLC | 71,380 | $2.45M | 0.00% | +16,895+31.0% | Added |
| Motley Fool Asset Management LLC | 68,135 | $2.34M | 0.09% | +18,347+36.9% | Added |
| Numerai GP LLC | 67,878 | $2.33M | 0.28% | +226+0.3% | Added |
| Dark Forest Capital Management LP | 64,574 | $2.22M | 0.10% | −14,923−18.8% | Reduced |
| Invesco Ltd. | 64,322 | $2.21M | 0.00% | +5,445+9.2% | Added |
| Verition Fund Management LLC | 60,921 | $2.09M | 0.01% | −5,010−7.6% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $2.04M | 0.07% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 57,278 | $1.97M | 0.28% | +775+1.4% | Added |
| FMR LLC | 54,766 | $1.88M | 0.00% | +1,892+3.6% | Added |
| Victory Capital Management Inc | 54,283 | $1.86M | 0.00% | +61+0.1% | Added |
| Tudor Investment Corp Et Al | 53,137 | $1.83M | 0.01% | −122,530−69.8% | Reduced |
| JPMorgan Chase & Co | 53,002 | $1.82M | 0.00% | −108,184−67.1% | Reduced |
| RMB Capital Management, LLC | 50,199 | $1.72M | 0.03% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 50,000 | $1.72M | 0.67% | +250+0.5% | Added |
| UBS Asset Management Americas Inc | 49,792 | $1.71M | 0.00% | −1,129−2.2% | Reduced |
| Brevan Howard Capital Management LP | 50,000 | $1.71M | 0.03% | +50,000 | New |
| Royal Bank of Canada | 49,009 | $1.68M | 0.00% | −6,008−10.9% | Reduced |
| Rhumbline Advisers | 45,909 | $1.58M | 0.00% | −7,786−14.5% | Reduced |
| Lighthouse Investment Partners, LLC | 45,166 | $1.55M | 0.05% | +13,033+40.6% | Added |
| Squarepoint Ops LLC | 44,759 | $1.54M | 0.00% | −47,869−51.7% | Reduced |
| MML Investors Services, LLC | 42,097 | $1.45M | 0.00% | +2,695+6.8% | Added |
| PDT Partners, LLC | 41,621 | $1.43M | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 40,075 | $1.38M | 0.00% | −577−1.4% | Reduced |
| SEI Investments Co | 39,354 | $1.35M | 0.00% | −2,950−7.0% | Reduced |
| Federated Hermes, Inc. | 38,517 | $1.32M | 0.00% | +468+1.2% | Added |
| Salem Investment Counselors Inc | 38,205 | $1.31M | 0.04% | −1,190−3.0% | Reduced |
| Quantbot Technologies LP | 37,892 | $1.30M | 0.04% | −5,907−13.5% | Reduced |
| Alliancebernstein L.P. | 37,561 | $1.29M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 36,577 | $1.26M | 0.00% | +7,125+24.2% | Added |
| XTX Topco Ltd | 34,855 | $1.20M | 0.03% | +34,855 | New |
| Quest Partners LLC | 34,444 | $1.18M | 0.07% | +3,551+11.5% | Added |
| RE Advisers Corp | 34,100 | $1.17M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 33,383 | $1.15M | 0.00% | −5,472−14.1% | Reduced |
| California State Teachers Retirement System | 33,224 | $1.14M | 0.00% | −32−0.1% | Reduced |
| Sovran Advisors, LLC | 29,951 | $1.13M | 0.10% | +29,951 | New |
| Advisor Group Holdings, Inc. | 32,933 | $1.13M | 0.00% | +1,385+4.4% | Added |
| Jump Financial, LLC | 32,826 | $1.13M | 0.01% | −6,658−16.9% | Reduced |
| Stifel Financial Corp | 32,536 | $1.12M | 0.00% | −2,763−7.8% | Reduced |
| Citigroup Inc | 32,533 | $1.12M | 0.00% | +3,851+13.4% | Added |
| Boothbay Fund Management, LLC | 32,226 | $1.11M | 0.03% | −124,829−79.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 32,226 | $1.11M | 0.00% | +32,226 | New |
| Engineers Gate Manager LP | 32,161 | $1.10M | 0.01% | +11,804+58.0% | Added |
| LPL Financial LLC | 31,796 | $1.09M | 0.00% | +868+2.8% | Added |
| Blair William & Co | 30,082 | $1.03M | 0.00% | +30,082 | New |