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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 210,184 | $7.22M | 0.00% | +49,053+30.4% | Added |
| Whittier Trust Co | 198,877 | $7.23M | 0.08% | +20,702+11.6% | Added |
| Envestnet Asset Management Inc | 217,500 | $7.47M | 0.00% | +11,567+5.6% | Added |
| Raymond James Financial Inc | 220,270 | $7.57M | 0.00% | +34,326+18.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 223,584 | $7.68M | 0.03% | +68,222+43.9% | Added |
| Royce & Associates LP | 247,341 | $8.50M | 0.09% | +247,341 | New |
| Millennium Management LLC | 258,071 | $8.86M | 0.01% | −24,862−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 266,543 | $9.16M | 0.04% | −10,124−3.7% | Reduced |
| Morgan Stanley | 273,097 | $9.38M | 0.00% | −12,980−4.5% | Reduced |
| Algert Global LLC | 273,509 | $9.40M | 0.15% | +43,043+18.7% | Added |
| Motley Fool Wealth Management, LLC | 282,701 | $9.71M | 0.75% | −44,788−13.7% | Reduced |
| Northern Trust Corp | 285,092 | $9.79M | 0.00% | −19,549−6.4% | Reduced |
| Two Sigma Investments, LP | 286,160 | $9.83M | 0.01% | +130,987+84.4% | Added |
| Manufacturers Life Insurance Company, The | 288,115 | $9.90M | 0.01% | −2,452−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 291,959 | $10.0M | 0.00% | −2,719−0.9% | Reduced |
| Goldman Sachs Group Inc | 293,241 | $10.1M | 0.00% | +4,169+1.4% | Added |
| D. E. Shaw & Co., Inc. | 338,487 | $11.6M | 0.01% | +63,032+22.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 370,859 | $12.7M | 0.04% | −100.0% | Reduced |
| Loomis Sayles & Co L P | 558,410 | $19.2M | 0.02% | +558,410 | New |
| William Blair Investment Management, LLC | 648,561 | $22.3M | 0.06% | +648,561 | New |
| Geode Capital Management, LLC | 817,436 | $28.1M | 0.00% | −8,779−1.1% | Reduced |
| Southernsun Asset Management, LLC | 1,029,108 | $35.3M | 4.93% | +134,798+15.1% | Added |
| NewEdge Wealth, LLC | 1,259,422 | $43.3M | 0.49% | +1,259,422 | New |
| State Street Corp | 1,308,462 | $44.9M | 0.00% | +63,325+5.1% | Added |
| Dimensional Fund Advisors LP | 1,538,435 | $52.8M | 0.01% | −6,775−0.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,725,854 | $59.3M | 0.20% | −50,438−2.8% | Reduced |
| Vanguard Group Inc | 2,702,627 | $92.8M | 0.00% | +17,181+0.6% | Added |
| BlackRock, Inc. | 3,575,987 | $122.8M | 0.00% | +356,499+11.1% | Added |
| T. Rowe Price Investment Management, Inc. | 6,428,502 | $220.8M | 0.14% | −92,420−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −90,602−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −48,274−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,302−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,661−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,821−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,980−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −14,526−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,630−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,803−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −7,236−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −6,323−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |