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 |
|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | 209,559 | $6.93M | 0.78% | −73,142−25.9% | Reduced |
| Morgan Stanley | 221,725 | $7.33M | 0.00% | −51,372−18.8% | Reduced |
| Whittier Trust Co | 225,955 | $7.64M | 0.09% | +27,078+13.6% | Added |
| Vanguard Fiduciary Trust Co | 234,168 | $7.74M | 0.00% | +234,168 | New |
| Envestnet Asset Management Inc | 239,324 | $7.91M | 0.00% | +21,824+10.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 249,719 | $8.26M | 0.03% | −121,140−32.7% | Reduced |
| Raymond James Financial Inc | 262,788 | $8.69M | 0.00% | +42,518+19.3% | Added |
| D. E. Shaw & Co., Inc. | 263,003 | $8.70M | 0.01% | −75,484−22.3% | Reduced |
| Manufacturers Life Insurance Company, The | 285,133 | $9.43M | 0.01% | −2,982−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 290,634 | $9.61M | 0.00% | −1,325−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 314,828 | $10.4M | 0.04% | +91,244+40.8% | Added |
| Goldman Sachs Group Inc | 319,000 | $10.5M | 0.00% | +25,759+8.8% | Added |
| Northern Trust Corp | 324,387 | $10.7M | 0.00% | +39,295+13.8% | Added |
| Algert Global LLC | 362,679 | $12.0M | 0.18% | +89,170+32.6% | Added |
| Two Sigma Investments, LP | 434,168 | $14.4M | 0.01% | +148,008+51.7% | Added |
| Royce & Associates LP | 573,850 | $19.0M | 0.19% | +326,509+132.0% | Added |
| William Blair Investment Management, LLC | 722,897 | $23.9M | 0.08% | +74,336+11.5% | Added |
| Loomis Sayles & Co L P | 728,129 | $24.1M | 0.03% | +169,719+30.4% | Added |
| Geode Capital Management, LLC | 853,958 | $28.2M | 0.00% | +36,522+4.5% | Added |
| Vanguard Portfolio Management LLC | 908,146 | $30.0M | 0.00% | +908,146 | New |
| Southernsun Asset Management, LLC | 1,033,539 | $34.2M | 4.95% | +4,431+0.4% | Added |
| Gilder Gagnon Howe & Co LLC | 1,193,114 | $39.5M | 0.47% | +1,193,114 | New |
| State Street Corp | 1,437,315 | $47.5M | 0.00% | +128,853+9.8% | Added |
| Vanguard Capital Management LLC | 1,532,771 | $50.7M | 0.00% | +1,532,771 | New |
| Dimensional Fund Advisors LP | 1,593,185 | $52.7M | 0.01% | +54,750+3.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,621,903 | $53.6M | 0.18% | −103,951−6.0% | Reduced |
| BlackRock, Inc. | 3,432,899 | $113.5M | 0.00% | −143,088−4.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,490,101 | $214.6M | 0.15% | +61,599+1.0% | Added |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,259,422−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −113,706−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −113,600−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −60,921−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,137−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −50,199−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −34,444−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,826−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,226−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −18,652−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,530−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −7,009−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,828−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |