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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 12,520 | $418.0K | 0.00% | −4,020−24.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,876 | $425.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 13,028 | $430.8K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,061 | $465.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 14,086 | $465.8K | 0.00% | +14,086 | New |
| Aviance Capital Partners, LLC | 14,493 | $479.3K | 0.06% | −2,789−16.1% | Reduced |
| Parsons Capital Management Inc | 14,550 | $481.2K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 14,722 | $486.9K | 0.02% | +14,722 | New |
| CWM Advisors, LLC | 15,432 | $510.3K | 0.03% | +1,868+13.8% | Added |
| Benjamin Edwards Inc | 16,358 | $541.0K | 0.01% | −9,857−37.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,601 | $549.0K | 0.00% | +189+1.2% | Added |
| Cetera Investment Advisers | 16,887 | $558.4K | 0.00% | −1,483−8.1% | Reduced |
| Mariner, LLC | 17,692 | $585.0K | 0.00% | +901+5.4% | Added |
| Franklin Resources Inc | 18,110 | $598.9K | 0.00% | +18,110 | New |
| Balyasny Asset Management LLC | 18,529 | $612.8K | 0.00% | −10,686−36.6% | Reduced |
| NBC Securities, Inc. | 18,823 | $622.5K | 0.05% | +9,408+99.9% | Added |
| MetLife Investment Management | 19,232 | $636.0K | 0.00% | −1,622−7.8% | Reduced |
| Quantbot Technologies LP | 20,487 | $677.5K | 0.03% | −17,405−45.9% | Reduced |
| one8zero8, LLC | 20,985 | $694.0K | 0.15% | −54,950−72.4% | Reduced |
| BNP Paribas Arbitrage, SA | 23,393 | $773.6K | 0.00% | −4,955−17.5% | Reduced |
| PMC FIG Opportunities LLC | 24,307 | $803.8K | 1.25% | +11,209+85.6% | Added |
| Blair William & Co | 24,523 | $811.0K | 0.00% | −5,559−18.5% | Reduced |
| Level Four Advisory Services, LLC | 25,226 | $834.2K | 0.03% | −1,357−5.1% | Reduced |
| Graham Capital Management, L.P. | 25,345 | $838.2K | 0.03% | +1,704+7.2% | Added |
| Truist Financial Corp | 23,269 | $844.0K | 0.00% | −272−1.2% | Reduced |
| HRT Financial LP | 26,443 | $874.0K | 0.00% | +13,662+106.9% | Added |
| Pinnacle Associates Ltd | 26,703 | $883.1K | 0.01% | +5,801+27.8% | Added |
| Barclays PLC | 26,873 | $888.7K | 0.00% | −44,507−62.4% | Reduced |
| Legal & General Group Plc | 28,137 | $929.1K | 0.00% | −5,246−15.7% | Reduced |
| MML Investors Services, LLC | 28,526 | $943.4K | 0.00% | −13,571−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 29,279 | $968.3K | 0.00% | −3,654−11.1% | Reduced |
| Vanguard Asset Management, Ltd | 29,394 | $972.1K | 0.00% | +29,394 | New |
| Quantinno Capital Management LP | 29,691 | $981.9K | 0.00% | +10,305+53.2% | Added |
| FMR LLC | 29,729 | $983.1K | 0.00% | −25,037−45.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,767 | $984.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 30,640 | $1.01M | 0.00% | −1,156−3.6% | Reduced |
| California State Teachers Retirement System | 32,961 | $1.09M | 0.00% | −263−0.8% | Reduced |
| Price T Rowe Associates Inc | 33,125 | $1.10M | 0.00% | +4,649+16.3% | Added |
| Stifel Financial Corp | 33,855 | $1.12M | 0.00% | +1,319+4.1% | Added |
| Creative Planning | 34,038 | $1.13M | 0.00% | −2,539−6.9% | Reduced |
| RE Advisers Corp | 34,100 | $1.13M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 34,791 | $1.15M | 0.00% | −9,968−22.3% | Reduced |
| Sovran Advisors, LLC | 32,542 | $1.22M | 0.10% | +2,591+8.7% | Added |
| SG Americas Securities, LLC | 37,567 | $1.24M | 0.00% | +20,007+113.9% | Added |
| Salem Investment Counselors Inc | 38,205 | $1.26M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 37,370 | $1.28M | 0.00% | −191−0.5% | Reduced |
| Federated Hermes, Inc. | 39,515 | $1.31M | 0.00% | +998+2.6% | Added |
| PDT Partners, LLC | 39,721 | $1.31M | 0.08% | −1,900−4.6% | Reduced |
| Rafferty Asset Management, LLC | 40,962 | $1.35M | 0.01% | +887+2.2% | Added |
| First Trust Advisors LP | 40,975 | $1.36M | 0.00% | +20,287+98.1% | Added |
| Gsa Capital Partners LLP | 41,054 | $1.36M | 0.08% | +20,229+97.1% | Added |
| SEI Investments Co | 41,124 | $1.36M | 0.00% | +1,770+4.5% | Added |
| Victory Capital Management Inc | 43,588 | $1.44M | 0.00% | −10,695−19.7% | Reduced |
| Citigroup Inc | 45,723 | $1.51M | 0.00% | +13,190+40.5% | Added |
| Rhumbline Advisers | 47,306 | $1.56M | 0.00% | +1,397+3.0% | Added |
| Numerai GP LLC | 48,305 | $1.60M | 0.16% | −19,573−28.8% | Reduced |
| Oppenheimer Asset Management Inc. | 48,466 | $1.60M | 0.02% | +27,920+135.9% | Added |
| Lighthouse Investment Partners, LLC | 48,836 | $1.62M | 0.06% | +3,670+8.1% | Added |
| Dark Forest Capital Management LP | 50,639 | $1.67M | 0.15% | −13,935−21.6% | Reduced |
| UBS Asset Management Americas Inc | 51,175 | $1.69M | 0.00% | +1,383+2.8% | Added |
| Chatham Capital Group, Inc. | 52,550 | $1.74M | 0.25% | −4,728−8.3% | Reduced |
| Motley Fool Asset Management LLC | 55,896 | $1.85M | 0.08% | −12,239−18.0% | Reduced |
| Bragg Financial Advisors, Inc | 59,402 | $1.96M | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 61,526 | $2.03M | 0.00% | +48,156+360.2% | Added |
| Invesco Ltd. | 65,281 | $2.16M | 0.00% | +959+1.5% | Added |
| Boothbay Fund Management, LLC | 67,117 | $2.22M | 0.05% | +34,891+108.3% | Added |
| Trexquant Investment LP | 67,173 | $2.22M | 0.02% | +37,395+125.6% | Added |
| XTX Topco Ltd | 69,929 | $2.31M | 0.04% | +35,074+100.6% | Added |
| Riggs Asset Managment Co. Inc. | 71,794 | $2.37M | 0.49% | +71,794 | New |
| Swiss National Bank | 72,200 | $2.39M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 73,366 | $2.43M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 73,577 | $2.43M | 0.00% | −33,911−31.5% | Reduced |
| Royal Bank of Canada | 75,125 | $2.48M | 0.00% | +26,116+53.3% | Added |
| Pathfinder Wealth Consulting, Inc. | 78,483 | $2.60M | 1.68% | −4,844−5.8% | Reduced |
| Captrust Financial Advisors | 85,735 | $2.84M | 0.00% | −7,285−7.8% | Reduced |
| Empowered Funds, LLC | 89,188 | $2.95M | 0.02% | +3,038+3.5% | Added |
| Deutsche Bank AG | 89,284 | $2.95M | 0.00% | +3,591+4.2% | Added |
| Wells Fargo & Company | 90,913 | $3.01M | 0.00% | −70,634−43.7% | Reduced |
| Citadel Advisors LLC | 95,860 | $3.17M | 0.00% | −114,324−54.4% | Reduced |
| E. Ohman J:or Asset Management AB | 98,745 | $3.27M | 0.09% | +8,414+9.3% | Added |
| Bank of New York Mellon Corp | 100,279 | $3.32M | 0.00% | −3,262−3.2% | Reduced |
| Russell Investments Group, Ltd. | 100,573 | $3.33M | 0.00% | −1,490−1.5% | Reduced |
| AQR Capital Management LLC | 100,615 | $3.33M | 0.00% | −1,786−1.7% | Reduced |
| JPMorgan Chase & Co | 106,624 | $3.44M | 0.00% | +53,622+101.2% | Added |
| Voloridge Investment Management, LLC | 109,633 | $3.63M | 0.01% | −69,332−38.7% | Reduced |
| Ameriprise Financial Inc | 114,814 | $3.80M | 0.00% | −19,521−14.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 117,136 | $3.96M | 0.08% | +10,801+10.2% | Added |
| Brevan Howard Capital Management LP | 125,000 | $4.13M | 0.04% | +75,000+150.0% | Added |
| CenterBook Partners LP | 131,529 | $4.35M | 0.23% | −4,736−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 132,818 | $4.39M | 0.02% | −133,725−50.2% | Reduced |
| Millennium Management LLC | 135,590 | $4.48M | 0.00% | −122,481−47.5% | Reduced |
| UBS Group AG | 142,825 | $4.72M | 0.00% | −17,885−11.1% | Reduced |
| Rice Hall James & Associates, LLC | 145,557 | $4.81M | 0.27% | −1,409−1.0% | Reduced |
| WCM Investment Management, LLC | 153,534 | $4.95M | 0.01% | +153,534 | New |
| State of Wisconsin Investment Board | 151,952 | $5.03M | 0.01% | +12,187+8.7% | Added |
| Bridgeway Capital Management, LLC | 154,378 | $5.11M | 0.10% | −22,024−12.5% | Reduced |
| Trust Co of the South | 167,500 | $5.54M | 0.89% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 169,580 | $5.61M | 0.04% | −34,513−16.9% | Reduced |
| Bank of America Corp | 174,613 | $5.77M | 0.00% | −13,954−7.4% | Reduced |
| American Century Companies Inc | 181,787 | $6.01M | 0.00% | +89,139+96.2% | Added |