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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −14−73.7% | Reduced |
| Bessemer Group Inc | 4 | $0 | 0.00% | +4 | New |
| Freestone Grove Partners LP | 1 | $33 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $33 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $34 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $34 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $66 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $67 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $100 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $165 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 13 | $427 | 0.00% | −23−63.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 13 | $430 | 0.00% | +3+30.0% | Added |
| True Wealth Design, LLC | 14 | $463 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16 | $529 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $633 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $926 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 30 | $992 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 48 | $1.59K | 0.00% | +37+336.4% | Added |
| IFP Advisors, Inc | 49 | $1.62K | 0.00% | −3−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 58 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $2.08K | 0.00% | −36−36.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 65 | $2.15K | 0.00% | +65 | New |
| Golden State Wealth Management, LLC | 65 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 84 | $2.78K | 0.00% | +10+13.5% | Added |
| SJS Investment Consulting Inc. | 87 | $2.88K | 0.00% | +83+2,075.0% | Added |
| Signaturefd, LLC | 90 | $2.98K | 0.00% | −43−32.3% | Reduced |
| Optiver Holding B.V. | 90 | $2.98K | 0.00% | +16+21.6% | Added |
| Mather Group, LLC. | 117 | $3.87K | 0.00% | +117 | New |
| SBI Securities Co., Ltd. | 128 | $4.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 137 | $4.53K | 0.00% | +98+251.3% | Added |
| Root Financial Partners, LLC | 147 | $4.86K | 0.00% | +143+3,575.0% | Added |
| Farther Finance Advisors, LLC | 151 | $5.04K | 0.00% | +12+8.6% | Added |
| Smartleaf Asset Management LLC | 171 | $5.53K | 0.00% | +16+10.3% | Added |
| SRS Capital Advisors, Inc. | 170 | $5.62K | 0.00% | +81+91.0% | Added |
| Huntington National Bank | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 205 | $6.78K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 210 | $6.95K | 0.00% | +210 | New |
| Los Angeles Capital Management LLC | 223 | $7.38K | 0.00% | −9,472−97.7% | Reduced |
| Harbor Capital Advisors, Inc. | 254 | $8.00K | 0.00% | +96+60.8% | Added |
| CrossGen Wealth, LLC | 245 | $8.12K | 0.01% | −458−65.1% | Reduced |
| South State Corp. | 250 | $8.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 253 | $8.37K | 0.00% | +137+118.1% | Added |
| Essential Partners LLC | 290 | $9.59K | 0.00% | +111+62.0% | Added |
| EverSource Wealth Advisors, LLC | 290 | $9.59K | 0.00% | +228+367.7% | Added |
| Allworth Financial LP | 307 | $10.2K | 0.00% | −19−5.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 322 | $10.6K | 0.00% | −26−7.5% | Reduced |
| Clear Street Markets LLC | 373 | $12.3K | 0.01% | +373 | New |
| First Horizon Corp | 400 | $13.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 459 | $15.2K | 0.00% | +118+34.6% | Added |
| Center for Financial Planning, Inc. | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 528 | $17.5K | 0.00% | +528 | New |
| Aquatic Capital Management LLC | 532 | $17.6K | 0.00% | −5,959−91.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $18.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 678 | $22.4K | 0.00% | +63+10.2% | Added |
| GAMMA Investing LLC | 707 | $23.4K | 0.00% | −188−21.0% | Reduced |
| Sterling Capital Management LLC | 767 | $25.4K | 0.00% | −491−39.0% | Reduced |
| Versant Capital Management, Inc | 1,046 | $34.6K | 0.00% | +969+1,258.4% | Added |
| Larson Financial Group LLC | 1,407 | $46.5K | 0.00% | −73−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,917 | $63.4K | 0.00% | +561+41.4% | Added |
| Jones Financial Companies LLLP | 2,123 | $68.1K | 0.00% | +813+62.1% | Added |
| Ronald Blue Trust, Inc. | 2,122 | $70.2K | 0.00% | +1,847+671.6% | Added |
| Simplex Trading, LLC | 2,204 | $72.9K | 0.00% | +2,204 | New |
| Ameritas Investment Partners, Inc. | 2,955 | $97.7K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,335 | $110.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,649 | $153.7K | 0.00% | +3,129+205.9% | Added |
| Great West Life Assurance Co | 4,848 | $161.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,214 | $172.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,935 | $196.3K | 0.00% | +1,009+20.5% | Added |
| Hamilton Capital Partners Inc. | 6,287 | $207.9K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,420 | $212.3K | 0.00% | −109−1.7% | Reduced |
| Patriot Investment Management Inc. | 6,689 | $221.2K | 0.01% | −2,289−25.5% | Reduced |
| Advisory Services Network, LLC | 7,229 | $239.1K | 0.00% | +40+0.6% | Added |
| Public Employees Retirement System of Ohio | 7,481 | $247.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 7,725 | $255.5K | 0.02% | −958−11.0% | Reduced |
| Mercer Global Advisors Inc | 7,746 | $256.2K | 0.00% | +7,746 | New |
| State of Alaska, Department of Revenue | 7,786 | $257.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,973 | $263.7K | 0.01% | −18−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,196 | $271.0K | 0.00% | +86+1.1% | Added |
| Stock Yards Bank & Trust Co | 8,200 | $271.2K | 0.01% | −1,250−13.2% | Reduced |
| KLP Kapitalforvaltning AS | 8,200 | $271.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,225 | $272.0K | 0.00% | +8,225 | New |
| Intech Investment Management LLC | 8,422 | $278.5K | 0.00% | −5,754−40.6% | Reduced |
| Ballentine Partners, LLC | 8,568 | $283.3K | 0.00% | −20.0% | Reduced |
| Personal Cfo Solutions, LLC | 8,606 | $284.6K | 0.04% | +1,843+27.3% | Added |
| Simplicity Wealth,LLC | 8,864 | $293.1K | 0.02% | +8,864 | New |
| Smith, Salley & Associates | 8,954 | $296.1K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,250 | $305.9K | 0.00% | −2,453−21.0% | Reduced |
| Persistent Asset Partners Ltd | 9,595 | $317.3K | 0.12% | +4,919+105.2% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $317.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $322.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,804 | $324.2K | 0.00% | +1,259+14.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,899 | $327.4K | 0.00% | +1,986+25.1% | Added |
| Arizona State Retirement System | 10,038 | $332.0K | 0.00% | −129−1.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 10,260 | $339.3K | 0.00% | +10,260 | New |
| Howe & Rusling Inc | 10,541 | $348.6K | 0.02% | −1,244−10.6% | Reduced |
| Sanctuary Advisors, LLC | 10,728 | $354.8K | 0.00% | +1,730+19.2% | Added |
| Engineers Gate Manager LP | 12,035 | $398.0K | 0.00% | −20,126−62.6% | Reduced |
| Park Avenue Securities LLC | 12,100 | $400.0K | 0.00% | +101+0.8% | Added |
| New York State Common Retirement Fund | 12,184 | $402.9K | 0.00% | 00.0% | Unchanged |