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, Q1 2026
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2026. 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
- 228
- +1 vs. Q4 2025
- Shares held
- 32.6M
- +2.72M (+9.1%) vs. Q4 2025
- Total value
- $1.08B
- +$51.3M (+5.0%) vs. Q4 2025
- New holders
- 26
- 83 more added
- Sold out
- 25
- 78 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,490,101 | $214.6M | 0.15% | +61,599+1.0% | Added |
| BlackRock, Inc. | 3,432,899 | $113.5M | 0.00% | −143,088−4.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,621,903 | $53.6M | 0.18% | −103,951−6.0% | Reduced |
| Dimensional Fund Advisors LP | 1,593,185 | $52.7M | 0.01% | +54,750+3.6% | Added |
| Vanguard Capital Management LLC | 1,532,771 | $50.7M | 0.00% | +1,532,771 | New |
| State Street Corp | 1,437,315 | $47.5M | 0.00% | +128,853+9.8% | Added |
| Gilder Gagnon Howe & Co LLC | 1,193,114 | $39.5M | 0.47% | +1,193,114 | New |
| Southernsun Asset Management, LLC | 1,033,539 | $34.2M | 4.95% | +4,431+0.4% | Added |
| Vanguard Portfolio Management LLC | 908,146 | $30.0M | 0.00% | +908,146 | New |
| Geode Capital Management, LLC | 853,958 | $28.2M | 0.00% | +36,522+4.5% | Added |
| Loomis Sayles & Co L P | 728,129 | $24.1M | 0.03% | +169,719+30.4% | Added |
| William Blair Investment Management, LLC | 722,897 | $23.9M | 0.08% | +74,336+11.5% | Added |
| Royce & Associates LP | 573,850 | $19.0M | 0.19% | +326,509+132.0% | Added |
| Two Sigma Investments, LP | 434,168 | $14.4M | 0.01% | +148,008+51.7% | Added |
| Algert Global LLC | 362,679 | $12.0M | 0.18% | +89,170+32.6% | Added |
| Northern Trust Corp | 324,387 | $10.7M | 0.00% | +39,295+13.8% | Added |
| Goldman Sachs Group Inc | 319,000 | $10.5M | 0.00% | +25,759+8.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 314,828 | $10.4M | 0.04% | +91,244+40.8% | Added |
| Charles Schwab Investment Management Inc | 290,634 | $9.61M | 0.00% | −1,325−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 285,133 | $9.43M | 0.01% | −2,982−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 263,003 | $8.70M | 0.01% | −75,484−22.3% | Reduced |
| Raymond James Financial Inc | 262,788 | $8.69M | 0.00% | +42,518+19.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 249,719 | $8.26M | 0.03% | −121,140−32.7% | Reduced |
| Envestnet Asset Management Inc | 239,324 | $7.91M | 0.00% | +21,824+10.0% | Added |
| Vanguard Fiduciary Trust Co | 234,168 | $7.74M | 0.00% | +234,168 | New |
| Whittier Trust Co | 225,955 | $7.64M | 0.09% | +27,078+13.6% | Added |
| Morgan Stanley | 221,725 | $7.33M | 0.00% | −51,372−18.8% | Reduced |
| Motley Fool Wealth Management, LLC | 209,559 | $6.93M | 0.78% | −73,142−25.9% | Reduced |
| American Century Companies Inc | 181,787 | $6.01M | 0.00% | +89,139+96.2% | Added |
| Bank of America Corp | 174,613 | $5.77M | 0.00% | −13,954−7.4% | Reduced |
| Diamond Hill Capital Management Inc | 169,580 | $5.61M | 0.04% | −34,513−16.9% | Reduced |
| Trust Co of the South | 167,500 | $5.54M | 0.89% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 154,378 | $5.11M | 0.10% | −22,024−12.5% | Reduced |
| State of Wisconsin Investment Board | 151,952 | $5.03M | 0.01% | +12,187+8.7% | Added |
| WCM Investment Management, LLC | 153,534 | $4.95M | 0.01% | +153,534 | New |
| Rice Hall James & Associates, LLC | 145,557 | $4.81M | 0.27% | −1,409−1.0% | Reduced |
| UBS Group AG | 142,825 | $4.72M | 0.00% | −17,885−11.1% | Reduced |
| Millennium Management LLC | 135,590 | $4.48M | 0.00% | −122,481−47.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 132,818 | $4.39M | 0.02% | −133,725−50.2% | Reduced |
| CenterBook Partners LP | 131,529 | $4.35M | 0.23% | −4,736−3.5% | Reduced |
| Brevan Howard Capital Management LP | 125,000 | $4.13M | 0.04% | +75,000+150.0% | Added |
| Whittier Trust Co of Nevada Inc | 117,136 | $3.96M | 0.08% | +10,801+10.2% | Added |
| Ameriprise Financial Inc | 114,814 | $3.80M | 0.00% | −19,521−14.5% | Reduced |
| Voloridge Investment Management, LLC | 109,633 | $3.63M | 0.01% | −69,332−38.7% | Reduced |
| JPMorgan Chase & Co | 106,624 | $3.44M | 0.00% | +53,622+101.2% | Added |
| AQR Capital Management LLC | 100,615 | $3.33M | 0.00% | −1,786−1.7% | Reduced |
| Russell Investments Group, Ltd. | 100,573 | $3.33M | 0.00% | −1,490−1.5% | Reduced |
| Bank of New York Mellon Corp | 100,279 | $3.32M | 0.00% | −3,262−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 98,745 | $3.27M | 0.09% | +8,414+9.3% | Added |
| Citadel Advisors LLC | 95,860 | $3.17M | 0.00% | −114,324−54.4% | Reduced |
| Wells Fargo & Company | 90,913 | $3.01M | 0.00% | −70,634−43.7% | Reduced |
| Deutsche Bank AG | 89,284 | $2.95M | 0.00% | +3,591+4.2% | Added |
| Empowered Funds, LLC | 89,188 | $2.95M | 0.02% | +3,038+3.5% | Added |
| Captrust Financial Advisors | 85,735 | $2.84M | 0.00% | −7,285−7.8% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 78,483 | $2.60M | 1.68% | −4,844−5.8% | Reduced |
| Royal Bank of Canada | 75,125 | $2.48M | 0.00% | +26,116+53.3% | Added |
| Nuveen, LLC | 73,577 | $2.43M | 0.00% | −33,911−31.5% | Reduced |
| TD Asset Management Inc | 73,366 | $2.43M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 72,200 | $2.39M | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 71,794 | $2.37M | 0.49% | +71,794 | New |
| XTX Topco Ltd | 69,929 | $2.31M | 0.04% | +35,074+100.6% | Added |
| Trexquant Investment LP | 67,173 | $2.22M | 0.02% | +37,395+125.6% | Added |
| Boothbay Fund Management, LLC | 67,117 | $2.22M | 0.05% | +34,891+108.3% | Added |
| Invesco Ltd. | 65,281 | $2.16M | 0.00% | +959+1.5% | Added |
| Susquehanna International Group, LLP | 61,526 | $2.03M | 0.00% | +48,156+360.2% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $1.96M | 0.06% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 55,896 | $1.85M | 0.08% | −12,239−18.0% | Reduced |
| Chatham Capital Group, Inc. | 52,550 | $1.74M | 0.25% | −4,728−8.3% | Reduced |
| UBS Asset Management Americas Inc | 51,175 | $1.69M | 0.00% | +1,383+2.8% | Added |
| Dark Forest Capital Management LP | 50,639 | $1.67M | 0.15% | −13,935−21.6% | Reduced |
| Lighthouse Investment Partners, LLC | 48,836 | $1.62M | 0.06% | +3,670+8.1% | Added |
| Oppenheimer Asset Management Inc. | 48,466 | $1.60M | 0.02% | +27,920+135.9% | Added |
| Numerai GP LLC | 48,305 | $1.60M | 0.16% | −19,573−28.8% | Reduced |
| Rhumbline Advisers | 47,306 | $1.56M | 0.00% | +1,397+3.0% | Added |
| Citigroup Inc | 45,723 | $1.51M | 0.00% | +13,190+40.5% | Added |
| Victory Capital Management Inc | 43,588 | $1.44M | 0.00% | −10,695−19.7% | Reduced |
| SEI Investments Co | 41,124 | $1.36M | 0.00% | +1,770+4.5% | Added |
| Gsa Capital Partners LLP | 41,054 | $1.36M | 0.08% | +20,229+97.1% | Added |
| First Trust Advisors LP | 40,975 | $1.36M | 0.00% | +20,287+98.1% | Added |
| Rafferty Asset Management, LLC | 40,962 | $1.35M | 0.01% | +887+2.2% | Added |
| PDT Partners, LLC | 39,721 | $1.31M | 0.08% | −1,900−4.6% | Reduced |
| Federated Hermes, Inc. | 39,515 | $1.31M | 0.00% | +998+2.6% | Added |
| Alliancebernstein L.P. | 37,370 | $1.28M | 0.00% | −191−0.5% | Reduced |
| Salem Investment Counselors Inc | 38,205 | $1.26M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 37,567 | $1.24M | 0.00% | +20,007+113.9% | Added |
| Sovran Advisors, LLC | 32,542 | $1.22M | 0.10% | +2,591+8.7% | Added |
| Squarepoint Ops LLC | 34,791 | $1.15M | 0.00% | −9,968−22.3% | Reduced |
| RE Advisers Corp | 34,100 | $1.13M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 34,038 | $1.13M | 0.00% | −2,539−6.9% | Reduced |
| Stifel Financial Corp | 33,855 | $1.12M | 0.00% | +1,319+4.1% | Added |
| Price T Rowe Associates Inc | 33,125 | $1.10M | 0.00% | +4,649+16.3% | Added |
| California State Teachers Retirement System | 32,961 | $1.09M | 0.00% | −263−0.8% | Reduced |
| LPL Financial LLC | 30,640 | $1.01M | 0.00% | −1,156−3.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $984.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 29,729 | $983.1K | 0.00% | −25,037−45.7% | Reduced |
| Quantinno Capital Management LP | 29,691 | $981.9K | 0.00% | +10,305+53.2% | Added |
| Vanguard Asset Management, Ltd | 29,394 | $972.1K | 0.00% | +29,394 | New |
| Advisor Group Holdings, Inc. | 29,279 | $968.3K | 0.00% | −3,654−11.1% | Reduced |
| MML Investors Services, LLC | 28,526 | $943.4K | 0.00% | −13,571−32.2% | Reduced |
| Legal & General Group Plc | 28,137 | $929.1K | 0.00% | −5,246−15.7% | Reduced |