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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 2 | $69 | 0.00% | −4−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $69 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $104 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $137 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $138 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $172 | 0.00% | −33−86.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 10 | $344 | 0.00% | +10 | New |
| MAI Capital Management | 11 | $378 | 0.00% | −64−85.3% | Reduced |
| True Wealth Design, LLC | 14 | $481 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $550 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $657 | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 28 | $962 | 0.00% | +28 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | −17−47.2% | Reduced |
| The PNC Financial Services Group, Inc. | 30 | $1.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $1.23K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 39 | $1.34K | 0.00% | −37−48.7% | Reduced |
| Abound Wealth Management | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 52 | $1.79K | 0.00% | +30+136.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 58 | $1.99K | 0.00% | +58 | New |
| Hantz Financial Services, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $2.13K | 0.00% | +48+342.9% | Added |
| Golden State Wealth Management, LLC | 65 | $2.23K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 74 | $2.54K | 0.00% | −192−72.2% | Reduced |
| Rothschild Investment LLC | 74 | $2.54K | 0.00% | +4+5.7% | Added |
| Versant Capital Management, Inc | 77 | $2.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $3.06K | 0.00% | −748−89.4% | Reduced |
| Bare Financial Services, Inc | 99 | $3.40K | 0.00% | +99 | New |
| CoreCap Advisors, LLC | 116 | $3.98K | 0.00% | +116 | New |
| SBI Securities Co., Ltd. | 128 | $4.40K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 133 | $4.57K | 0.00% | −10,321−98.7% | Reduced |
| Farther Finance Advisors, LLC | 139 | $4.78K | 0.00% | +32+29.9% | Added |
| Harbor Capital Advisors, Inc. | 158 | $5.00K | 0.00% | −3−1.9% | Reduced |
| Smartleaf Asset Management LLC | 155 | $5.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 179 | $6.15K | 0.00% | +103+135.5% | Added |
| Huntington National Bank | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 205 | $7.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 250 | $8.59K | 0.00% | +250 | New |
| Ronald Blue Trust, Inc. | 275 | $9.45K | 0.00% | +101+58.0% | Added |
| Allworth Financial LP | 326 | $11.2K | 0.00% | +275+539.2% | Added |
| Transamerica Financial Advisors, Inc. | 341 | $11.7K | 0.00% | +48+16.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 348 | $12.0K | 0.00% | +152+77.6% | Added |
| First Horizon Corp | 400 | $13.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 503 | $17.3K | 0.01% | +503 | New |
| US Bancorp | 615 | $21.1K | 0.00% | −5,842−90.5% | Reduced |
| CrossGen Wealth, LLC | 703 | $24.2K | 0.02% | +703 | New |
| GAMMA Investing LLC | 895 | $30.7K | 0.00% | +259+40.7% | Added |
| Amalgamated Bank | 1,111 | $38.0K | 0.00% | −90−7.5% | Reduced |
| Sterling Capital Management LLC | 1,258 | $43.2K | 0.00% | −161−11.3% | Reduced |
| Jones Financial Companies LLLP | 1,310 | $45.0K | 0.00% | −54−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,356 | $46.6K | 0.00% | +23+1.7% | Added |
| Larson Financial Group LLC | 1,480 | $50.8K | 0.00% | +905+157.4% | Added |
| Tower Research Capital LLC (TRC) | 1,520 | $52.2K | 0.00% | −287−15.9% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $55.0K | 0.01% | +1,600 | New |
| Global Retirement Partners, LLC | 1,951 | $67.0K | 0.00% | −325−14.3% | Reduced |
| Concord Wealth Partners | 2,850 | $97.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,955 | $101.5K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,335 | $115.0K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 4,676 | $160.6K | 0.08% | −18,051−79.4% | Reduced |
| Great West Life Assurance Co | 4,848 | $167.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,926 | $169.0K | 0.00% | +642+15.0% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $179.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,450 | $187.2K | 0.00% | +5,450 | New |
| Hamilton Capital Partners Inc. | 6,287 | $216.0K | 0.01% | +6,287 | New |
| ProShare Advisors LLC | 6,467 | $222.1K | 0.00% | +418+6.9% | Added |
| Aquatic Capital Management LLC | 6,491 | $223.0K | 0.01% | −2,467−27.5% | Reduced |
| Voya Investment Management LLC | 6,529 | $224.3K | 0.00% | −88−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,763 | $232.3K | 0.04% | +6,763 | New |
| Aigen Investment Management, LP | 6,828 | $234.5K | 0.05% | −4,138−37.7% | Reduced |
| Principal Securities, Inc. | 7,009 | $240.8K | 0.00% | +1,392+24.8% | Added |
| Advisory Services Network, LLC | 7,189 | $246.9K | 0.00% | −1,900−20.9% | Reduced |
| Public Employees Retirement System of Ohio | 7,481 | $257.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,786 | $266.0K | 0.00% | +5,997+335.2% | Added |
| O'Shaughnessy Asset Management, LLC | 7,889 | $271.0K | 0.00% | +506+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,913 | $271.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,991 | $274.5K | 0.01% | +18+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,110 | $278.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $281.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,545 | $293.5K | 0.00% | +8,545 | New |
| HSBC Holdings PLC | 8,530 | $293.7K | 0.00% | +2,173+34.2% | Added |
| Ballentine Partners, LLC | 8,570 | $294.4K | 0.00% | −324−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,683 | $298.3K | 0.02% | +8,683 | New |
| Los Angeles Capital Management LLC | 9,695 | $306.5K | 0.00% | +2,892+42.5% | Added |
| Smith, Salley & Associates | 8,954 | $307.6K | 0.02% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 8,978 | $308.4K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,998 | $309.1K | 0.00% | +136+1.5% | Added |
| NBC Securities, Inc. | 9,415 | $323.4K | 0.02% | +9,415 | New |
| Stock Yards Bank & Trust Co | 9,450 | $324.6K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,604 | $329.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $335.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,167 | $349.2K | 0.00% | −629−5.8% | Reduced |
| Advisors Capital Management, LLC | 11,703 | $402.0K | 0.00% | +11,703 | New |
| Howe & Rusling Inc | 11,785 | $404.8K | 0.03% | +856+7.8% | Added |
| Park Avenue Securities LLC | 11,999 | $412.0K | 0.00% | +250+2.1% | Added |
| New York State Common Retirement Fund | 12,184 | $418.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,781 | $439.0K | 0.00% | −43,072−77.1% | Reduced |
| Nisa Investment Advisors, LLC | 12,876 | $442.3K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 13,028 | $447.5K | 0.05% | +416+3.3% | Added |