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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 29,778 | $1.02M | 0.01% | −68,078−69.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $1.02M | 0.02% | −5,500−15.6% | Reduced |
| Balyasny Asset Management LLC | 29,215 | $1.00M | 0.00% | +5,013+20.7% | Added |
| Price T Rowe Associates Inc | 28,476 | $979.0K | 0.00% | −5,200−15.4% | Reduced |
| BNP Paribas Arbitrage, SA | 28,348 | $973.8K | 0.00% | −370−1.3% | Reduced |
| Level Four Advisory Services, LLC | 26,583 | $913.1K | 0.03% | −4,843−15.4% | Reduced |
| Benjamin Edwards Inc | 26,215 | $900.6K | 0.01% | +11,847+82.5% | Added |
| Graham Capital Management, L.P. | 23,641 | $812.1K | 0.03% | +3,858+19.5% | Added |
| Truist Financial Corp | 23,541 | $751.4K | 0.00% | +1,109+4.9% | Added |
| Pinnacle Associates Ltd | 20,902 | $718.0K | 0.01% | −1,634−7.3% | Reduced |
| MetLife Investment Management | 20,854 | $716.3K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,825 | $715.0K | 0.06% | +20,825 | New |
| First Trust Advisors LP | 20,688 | $710.6K | 0.00% | −660−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 20,546 | $705.8K | 0.01% | +20,546 | New |
| Quantinno Capital Management LP | 19,386 | $665.9K | 0.00% | +6,916+55.5% | Added |
| Susquehanna Fundamental Investments, LLC | 18,652 | $640.7K | 0.02% | −968−4.9% | Reduced |
| Cetera Investment Advisers | 18,370 | $631.0K | 0.00% | −1,743−8.7% | Reduced |
| SG Americas Securities, LLC | 17,560 | $603.0K | 0.00% | −6,072−25.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,540 | $601.6K | 0.00% | +2,251+15.8% | Added |
| Aviance Capital Partners, LLC | 17,282 | $593.7K | 0.07% | +39+0.2% | Added |
| Mariner, LLC | 16,791 | $576.8K | 0.00% | +6,920+70.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,412 | $563.8K | 0.00% | −22−0.1% | Reduced |
| Parsons Capital Management Inc | 14,550 | $499.8K | 0.03% | −150−1.0% | Reduced |
| Intech Investment Management LLC | 14,176 | $486.9K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,061 | $483.0K | 0.00% | −97,855−87.4% | Reduced |
| CWM Advisors, LLC | 13,564 | $465.9K | 0.04% | +653+5.1% | Added |
| Susquehanna International Group, LLP | 13,370 | $459.3K | 0.00% | −5,645−29.7% | Reduced |
| PMC FIG Opportunities LLC | 13,098 | $449.9K | 0.71% | −57,609−81.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,072 | $449.0K | 0.00% | −41,248−75.9% | Reduced |
| Central Pacific Bank - Trust Division | 13,028 | $447.5K | 0.05% | +416+3.3% | Added |
| Nisa Investment Advisors, LLC | 12,876 | $442.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,781 | $439.0K | 0.00% | −43,072−77.1% | Reduced |
| New York State Common Retirement Fund | 12,184 | $418.5K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,999 | $412.0K | 0.00% | +250+2.1% | Added |
| Howe & Rusling Inc | 11,785 | $404.8K | 0.03% | +856+7.8% | Added |
| Advisors Capital Management, LLC | 11,703 | $402.0K | 0.00% | +11,703 | New |
| Arizona State Retirement System | 10,167 | $349.2K | 0.00% | −629−5.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $335.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,604 | $329.9K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,450 | $324.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,415 | $323.4K | 0.02% | +9,415 | New |
| Sanctuary Advisors, LLC | 8,998 | $309.1K | 0.00% | +136+1.5% | Added |
| Patriot Investment Management Inc. | 8,978 | $308.4K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $307.6K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,695 | $306.5K | 0.00% | +2,892+42.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,683 | $298.3K | 0.02% | +8,683 | New |
| Ballentine Partners, LLC | 8,570 | $294.4K | 0.00% | −324−3.6% | Reduced |
| HSBC Holdings PLC | 8,530 | $293.7K | 0.00% | +2,173+34.2% | Added |
| Ieq Capital, LLC | 8,545 | $293.5K | 0.00% | +8,545 | New |
| KLP Kapitalforvaltning AS | 8,200 | $281.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,110 | $278.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,991 | $274.5K | 0.01% | +18+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,913 | $271.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,889 | $271.0K | 0.00% | +506+6.9% | Added |
| State of Alaska, Department of Revenue | 7,786 | $266.0K | 0.00% | +5,997+335.2% | Added |
| Public Employees Retirement System of Ohio | 7,481 | $257.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,189 | $246.9K | 0.00% | −1,900−20.9% | Reduced |
| Principal Securities, Inc. | 7,009 | $240.8K | 0.00% | +1,392+24.8% | Added |
| Aigen Investment Management, LP | 6,828 | $234.5K | 0.05% | −4,138−37.7% | Reduced |
| Personal Cfo Solutions, LLC | 6,763 | $232.3K | 0.04% | +6,763 | New |
| Voya Investment Management LLC | 6,529 | $224.3K | 0.00% | −88−1.3% | Reduced |
| Aquatic Capital Management LLC | 6,491 | $223.0K | 0.01% | −2,467−27.5% | Reduced |
| ProShare Advisors LLC | 6,467 | $222.1K | 0.00% | +418+6.9% | Added |
| Hamilton Capital Partners Inc. | 6,287 | $216.0K | 0.01% | +6,287 | New |
| Kestra Advisory Services, LLC | 5,450 | $187.2K | 0.00% | +5,450 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $179.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,926 | $169.0K | 0.00% | +642+15.0% | Added |
| Great West Life Assurance Co | 4,848 | $167.0K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 4,676 | $160.6K | 0.08% | −18,051−79.4% | Reduced |
| Centaurus Financial, Inc. | 3,335 | $115.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,955 | $101.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,850 | $97.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,951 | $67.0K | 0.00% | −325−14.3% | Reduced |
| Laurel Wealth Advisors LLC | 1,600 | $55.0K | 0.01% | +1,600 | New |
| Tower Research Capital LLC (TRC) | 1,520 | $52.2K | 0.00% | −287−15.9% | Reduced |
| Larson Financial Group LLC | 1,480 | $50.8K | 0.00% | +905+157.4% | Added |
| Rockefeller Capital Management L.P. | 1,356 | $46.6K | 0.00% | +23+1.7% | Added |
| Jones Financial Companies LLLP | 1,310 | $45.0K | 0.00% | −54−4.0% | Reduced |
| Sterling Capital Management LLC | 1,258 | $43.2K | 0.00% | −161−11.3% | Reduced |
| Amalgamated Bank | 1,111 | $38.0K | 0.00% | −90−7.5% | Reduced |
| GAMMA Investing LLC | 895 | $30.7K | 0.00% | +259+40.7% | Added |
| CrossGen Wealth, LLC | 703 | $24.2K | 0.02% | +703 | New |
| US Bancorp | 615 | $21.1K | 0.00% | −5,842−90.5% | Reduced |
| Garton & Associates Financial Advisors LLC | 503 | $17.3K | 0.01% | +503 | New |
| 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 |
| First Horizon Corp | 400 | $13.7K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 348 | $12.0K | 0.00% | +152+77.6% | Added |
| Transamerica Financial Advisors, Inc. | 341 | $11.7K | 0.00% | +48+16.4% | Added |
| Allworth Financial LP | 326 | $11.2K | 0.00% | +275+539.2% | Added |
| Ronald Blue Trust, Inc. | 275 | $9.45K | 0.00% | +101+58.0% | Added |
| South State Corp. | 250 | $8.59K | 0.00% | +250 | New |
| First Command Advisory Services, Inc. | 205 | $7.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 179 | $6.15K | 0.00% | +103+135.5% | Added |
| Smartleaf Asset Management LLC | 155 | $5.34K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 158 | $5.00K | 0.00% | −3−1.9% | Reduced |
| Farther Finance Advisors, LLC | 139 | $4.78K | 0.00% | +32+29.9% | Added |
| Signaturefd, LLC | 133 | $4.57K | 0.00% | −10,321−98.7% | Reduced |
| SBI Securities Co., Ltd. | 128 | $4.40K | 0.00% | 00.0% | Unchanged |