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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 13,072 | $449.0K | 0.00% | −41,248−75.9% | Reduced |
| PMC FIG Opportunities LLC | 13,098 | $449.9K | 0.71% | −57,609−81.5% | Reduced |
| Susquehanna International Group, LLP | 13,370 | $459.3K | 0.00% | −5,645−29.7% | Reduced |
| CWM Advisors, LLC | 13,564 | $465.9K | 0.04% | +653+5.1% | Added |
| Janus Henderson Group PLC | 14,061 | $483.0K | 0.00% | −97,855−87.4% | Reduced |
| Intech Investment Management LLC | 14,176 | $486.9K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,550 | $499.8K | 0.03% | −150−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,412 | $563.8K | 0.00% | −22−0.1% | Reduced |
| Mariner, LLC | 16,791 | $576.8K | 0.00% | +6,920+70.1% | Added |
| Aviance Capital Partners, LLC | 17,282 | $593.7K | 0.07% | +39+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,540 | $601.6K | 0.00% | +2,251+15.8% | Added |
| SG Americas Securities, LLC | 17,560 | $603.0K | 0.00% | −6,072−25.7% | Reduced |
| Cetera Investment Advisers | 18,370 | $631.0K | 0.00% | −1,743−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,652 | $640.7K | 0.02% | −968−4.9% | Reduced |
| Quantinno Capital Management LP | 19,386 | $665.9K | 0.00% | +6,916+55.5% | Added |
| Oppenheimer Asset Management Inc. | 20,546 | $705.8K | 0.01% | +20,546 | New |
| First Trust Advisors LP | 20,688 | $710.6K | 0.00% | −660−3.1% | Reduced |
| Gsa Capital Partners LLP | 20,825 | $715.0K | 0.06% | +20,825 | New |
| MetLife Investment Management | 20,854 | $716.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,902 | $718.0K | 0.01% | −1,634−7.3% | Reduced |
| Truist Financial Corp | 23,541 | $751.4K | 0.00% | +1,109+4.9% | Added |
| Graham Capital Management, L.P. | 23,641 | $812.1K | 0.03% | +3,858+19.5% | Added |
| Benjamin Edwards Inc | 26,215 | $900.6K | 0.01% | +11,847+82.5% | Added |
| Level Four Advisory Services, LLC | 26,583 | $913.1K | 0.03% | −4,843−15.4% | Reduced |
| BNP Paribas Arbitrage, SA | 28,348 | $973.8K | 0.00% | −370−1.3% | Reduced |
| Price T Rowe Associates Inc | 28,476 | $979.0K | 0.00% | −5,200−15.4% | Reduced |
| Balyasny Asset Management LLC | 29,215 | $1.00M | 0.00% | +5,013+20.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $1.02M | 0.02% | −5,500−15.6% | Reduced |
| Trexquant Investment LP | 29,778 | $1.02M | 0.01% | −68,078−69.6% | Reduced |
| Blair William & Co | 30,082 | $1.03M | 0.00% | +30,082 | New |
| LPL Financial LLC | 31,796 | $1.09M | 0.00% | +868+2.8% | Added |
| Engineers Gate Manager LP | 32,161 | $1.10M | 0.01% | +11,804+58.0% | 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 |
| Citigroup Inc | 32,533 | $1.12M | 0.00% | +3,851+13.4% | Added |
| Stifel Financial Corp | 32,536 | $1.12M | 0.00% | −2,763−7.8% | Reduced |
| Jump Financial, LLC | 32,826 | $1.13M | 0.01% | −6,658−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 32,933 | $1.13M | 0.00% | +1,385+4.4% | Added |
| Sovran Advisors, LLC | 29,951 | $1.13M | 0.10% | +29,951 | New |
| California State Teachers Retirement System | 33,224 | $1.14M | 0.00% | −32−0.1% | Reduced |
| Legal & General Group Plc | 33,383 | $1.15M | 0.00% | −5,472−14.1% | Reduced |
| RE Advisers Corp | 34,100 | $1.17M | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 34,444 | $1.18M | 0.07% | +3,551+11.5% | Added |
| XTX Topco Ltd | 34,855 | $1.20M | 0.03% | +34,855 | New |
| Creative Planning | 36,577 | $1.26M | 0.00% | +7,125+24.2% | Added |
| Alliancebernstein L.P. | 37,561 | $1.29M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 37,892 | $1.30M | 0.04% | −5,907−13.5% | Reduced |
| Salem Investment Counselors Inc | 38,205 | $1.31M | 0.04% | −1,190−3.0% | Reduced |
| Federated Hermes, Inc. | 38,517 | $1.32M | 0.00% | +468+1.2% | Added |
| SEI Investments Co | 39,354 | $1.35M | 0.00% | −2,950−7.0% | Reduced |
| Rafferty Asset Management, LLC | 40,075 | $1.38M | 0.00% | −577−1.4% | Reduced |
| PDT Partners, LLC | 41,621 | $1.43M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 42,097 | $1.45M | 0.00% | +2,695+6.8% | Added |
| Squarepoint Ops LLC | 44,759 | $1.54M | 0.00% | −47,869−51.7% | Reduced |
| Lighthouse Investment Partners, LLC | 45,166 | $1.55M | 0.05% | +13,033+40.6% | Added |
| Rhumbline Advisers | 45,909 | $1.58M | 0.00% | −7,786−14.5% | Reduced |
| Royal Bank of Canada | 49,009 | $1.68M | 0.00% | −6,008−10.9% | Reduced |
| Brevan Howard Capital Management LP | 50,000 | $1.71M | 0.03% | +50,000 | New |
| UBS Asset Management Americas Inc | 49,792 | $1.71M | 0.00% | −1,129−2.2% | Reduced |
| Mendon Capital Advisors Corp | 50,000 | $1.72M | 0.67% | +250+0.5% | Added |
| RMB Capital Management, LLC | 50,199 | $1.72M | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 53,002 | $1.82M | 0.00% | −108,184−67.1% | Reduced |
| Tudor Investment Corp Et Al | 53,137 | $1.83M | 0.01% | −122,530−69.8% | Reduced |
| Victory Capital Management Inc | 54,283 | $1.86M | 0.00% | +61+0.1% | Added |
| FMR LLC | 54,766 | $1.88M | 0.00% | +1,892+3.6% | Added |
| Chatham Capital Group, Inc. | 57,278 | $1.97M | 0.28% | +775+1.4% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $2.04M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 60,921 | $2.09M | 0.01% | −5,010−7.6% | Reduced |
| Invesco Ltd. | 64,322 | $2.21M | 0.00% | +5,445+9.2% | Added |
| Dark Forest Capital Management LP | 64,574 | $2.22M | 0.10% | −14,923−18.8% | Reduced |
| Numerai GP LLC | 67,878 | $2.33M | 0.28% | +226+0.3% | Added |
| Motley Fool Asset Management LLC | 68,135 | $2.34M | 0.09% | +18,347+36.9% | Added |
| Barclays PLC | 71,380 | $2.45M | 0.00% | +16,895+31.0% | Added |
| Swiss National Bank | 72,200 | $2.48M | 0.00% | +1,500+2.1% | Added |
| TD Asset Management Inc | 73,366 | $2.52M | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 75,935 | $2.61M | 0.57% | −1,101−1.4% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 83,327 | $2.86M | 1.81% | +83,327 | New |
| Deutsche Bank AG | 85,693 | $2.94M | 0.00% | −38,343−30.9% | Reduced |
| Empowered Funds, LLC | 86,150 | $2.96M | 0.05% | +167+0.2% | Added |
| E. Ohman J:or Asset Management AB | 90,331 | $3.10M | 0.07% | +146+0.2% | Added |
| American Century Companies Inc | 92,648 | $3.18M | 0.00% | −9,852−9.6% | Reduced |
| Captrust Financial Advisors | 93,020 | $3.20M | 0.01% | +28,386+43.9% | Added |
| Russell Investments Group, Ltd. | 102,063 | $3.51M | 0.00% | +33,387+48.6% | Added |
| AQR Capital Management LLC | 102,401 | $3.52M | 0.00% | +8,122+8.6% | Added |
| Bank of New York Mellon Corp | 103,541 | $3.56M | 0.00% | −72,832−41.3% | Reduced |
| Nuveen, LLC | 107,488 | $3.69M | 0.00% | −194,335−64.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 106,335 | $3.87M | 0.08% | +3,272+3.2% | Added |
| Two Sigma Advisers, LP | 113,600 | $3.90M | 0.01% | +49,700+77.8% | Added |
| Walleye Capital LLC | 113,706 | $3.91M | 0.02% | −2,792−2.4% | Reduced |
| Ameriprise Financial Inc | 134,335 | $4.61M | 0.00% | −385,622−74.2% | Reduced |
| CenterBook Partners LP | 136,265 | $4.68M | 0.23% | −12,063−8.1% | Reduced |
| State of Wisconsin Investment Board | 139,765 | $4.80M | 0.01% | +101,881+268.9% | Added |
| Rice Hall James & Associates, LLC | 146,966 | $5.05M | 0.28% | −10,355−6.6% | Reduced |
| UBS Group AG | 160,710 | $5.52M | 0.00% | +36,525+29.4% | Added |
| Wells Fargo & Company | 161,547 | $5.55M | 0.00% | +79,373+96.6% | Added |
| Trust Co of the South | 167,500 | $5.75M | 0.93% | −162,500−49.2% | Reduced |
| Bridgeway Capital Management, LLC | 176,402 | $6.06M | 0.13% | +35,000+24.8% | Added |
| Voloridge Investment Management, LLC | 178,965 | $6.15M | 0.02% | +13,682+8.3% | Added |
| Bank of America Corp | 188,567 | $6.48M | 0.00% | −9,986−5.0% | Reduced |
| Diamond Hill Capital Management Inc | 204,093 | $7.01M | 0.04% | −17,931−8.1% | Reduced |