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 |
|---|---|---|---|---|---|
| Barclays PLC | 26,873 | $888.7K | 0.00% | −44,507−62.4% | Reduced |
| Pinnacle Associates Ltd | 26,703 | $883.1K | 0.01% | +5,801+27.8% | Added |
| HRT Financial LP | 26,443 | $874.0K | 0.00% | +13,662+106.9% | Added |
| Truist Financial Corp | 23,269 | $844.0K | 0.00% | −272−1.2% | Reduced |
| Graham Capital Management, L.P. | 25,345 | $838.2K | 0.03% | +1,704+7.2% | Added |
| Level Four Advisory Services, LLC | 25,226 | $834.2K | 0.03% | −1,357−5.1% | Reduced |
| Blair William & Co | 24,523 | $811.0K | 0.00% | −5,559−18.5% | Reduced |
| PMC FIG Opportunities LLC | 24,307 | $803.8K | 1.25% | +11,209+85.6% | Added |
| BNP Paribas Arbitrage, SA | 23,393 | $773.6K | 0.00% | −4,955−17.5% | Reduced |
| one8zero8, LLC | 20,985 | $694.0K | 0.15% | −54,950−72.4% | Reduced |
| Quantbot Technologies LP | 20,487 | $677.5K | 0.03% | −17,405−45.9% | Reduced |
| MetLife Investment Management | 19,232 | $636.0K | 0.00% | −1,622−7.8% | Reduced |
| NBC Securities, Inc. | 18,823 | $622.5K | 0.05% | +9,408+99.9% | Added |
| Balyasny Asset Management LLC | 18,529 | $612.8K | 0.00% | −10,686−36.6% | Reduced |
| Franklin Resources Inc | 18,110 | $598.9K | 0.00% | +18,110 | New |
| Mariner, LLC | 17,692 | $585.0K | 0.00% | +901+5.4% | Added |
| Cetera Investment Advisers | 16,887 | $558.4K | 0.00% | −1,483−8.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,601 | $549.0K | 0.00% | +189+1.2% | Added |
| Benjamin Edwards Inc | 16,358 | $541.0K | 0.01% | −9,857−37.6% | Reduced |
| CWM Advisors, LLC | 15,432 | $510.3K | 0.03% | +1,868+13.8% | Added |
| Equitable Trust Co | 14,722 | $486.9K | 0.02% | +14,722 | New |
| Parsons Capital Management Inc | 14,550 | $481.2K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,493 | $479.3K | 0.06% | −2,789−16.1% | Reduced |
| Vanguard Global Advisers, LLC | 14,086 | $465.8K | 0.00% | +14,086 | New |
| Janus Henderson Group PLC | 14,061 | $465.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 13,028 | $430.8K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,876 | $425.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,520 | $418.0K | 0.00% | −4,020−24.3% | Reduced |
| New York State Common Retirement Fund | 12,184 | $402.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,100 | $400.0K | 0.00% | +101+0.8% | Added |
| Engineers Gate Manager LP | 12,035 | $398.0K | 0.00% | −20,126−62.6% | Reduced |
| Sanctuary Advisors, LLC | 10,728 | $354.8K | 0.00% | +1,730+19.2% | Added |
| Howe & Rusling Inc | 10,541 | $348.6K | 0.02% | −1,244−10.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 10,260 | $339.3K | 0.00% | +10,260 | New |
| Arizona State Retirement System | 10,038 | $332.0K | 0.00% | −129−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,899 | $327.4K | 0.00% | +1,986+25.1% | Added |
| Ieq Capital, LLC | 9,804 | $324.2K | 0.00% | +1,259+14.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,763 | $322.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,604 | $317.6K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 9,595 | $317.3K | 0.12% | +4,919+105.2% | Added |
| Advisors Capital Management, LLC | 9,250 | $305.9K | 0.00% | −2,453−21.0% | Reduced |
| Smith, Salley & Associates | 8,954 | $296.1K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 8,864 | $293.1K | 0.02% | +8,864 | New |
| Personal Cfo Solutions, LLC | 8,606 | $284.6K | 0.04% | +1,843+27.3% | Added |
| Ballentine Partners, LLC | 8,568 | $283.3K | 0.00% | −20.0% | Reduced |
| Intech Investment Management LLC | 8,422 | $278.5K | 0.00% | −5,754−40.6% | Reduced |
| Vident Advisory, LLC | 8,225 | $272.0K | 0.00% | +8,225 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 8,196 | $271.0K | 0.00% | +86+1.1% | Added |
| Quadrant Capital Group LLC | 7,973 | $263.7K | 0.01% | −18−0.2% | Reduced |
| State of Alaska, Department of Revenue | 7,786 | $257.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,746 | $256.2K | 0.00% | +7,746 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 7,725 | $255.5K | 0.02% | −958−11.0% | Reduced |
| Public Employees Retirement System of Ohio | 7,481 | $247.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,229 | $239.1K | 0.00% | +40+0.6% | Added |
| Patriot Investment Management Inc. | 6,689 | $221.2K | 0.01% | −2,289−25.5% | Reduced |
| Voya Investment Management LLC | 6,420 | $212.3K | 0.00% | −109−1.7% | Reduced |
| Hamilton Capital Partners Inc. | 6,287 | $207.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,935 | $196.3K | 0.00% | +1,009+20.5% | Added |
| Public Employees Retirement Association of Colorado | 5,214 | $172.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,848 | $161.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,649 | $153.7K | 0.00% | +3,129+205.9% | Added |
| Centaurus Financial, Inc. | 3,335 | $110.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,955 | $97.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,204 | $72.9K | 0.00% | +2,204 | New |
| Ronald Blue Trust, Inc. | 2,122 | $70.2K | 0.00% | +1,847+671.6% | Added |
| Jones Financial Companies LLLP | 2,123 | $68.1K | 0.00% | +813+62.1% | Added |
| Rockefeller Capital Management L.P. | 1,917 | $63.4K | 0.00% | +561+41.4% | Added |
| Larson Financial Group LLC | 1,407 | $46.5K | 0.00% | −73−4.9% | Reduced |
| Versant Capital Management, Inc | 1,046 | $34.6K | 0.00% | +969+1,258.4% | Added |
| Sterling Capital Management LLC | 767 | $25.4K | 0.00% | −491−39.0% | Reduced |
| GAMMA Investing LLC | 707 | $23.4K | 0.00% | −188−21.0% | Reduced |
| US Bancorp | 678 | $22.4K | 0.00% | +63+10.2% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $18.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 532 | $17.6K | 0.00% | −5,959−91.8% | Reduced |
| Fifth Third Bancorp | 528 | $17.5K | 0.00% | +528 | New |
| Center for Financial Planning, Inc. | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 459 | $15.2K | 0.00% | +118+34.6% | Added |
| First Horizon Corp | 400 | $13.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 373 | $12.3K | 0.01% | +373 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 322 | $10.6K | 0.00% | −26−7.5% | Reduced |
| Allworth Financial LP | 307 | $10.2K | 0.00% | −19−5.8% | Reduced |
| 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 |
| CoreCap Advisors, LLC | 253 | $8.37K | 0.00% | +137+118.1% | Added |
| South State Corp. | 250 | $8.27K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 245 | $8.12K | 0.01% | −458−65.1% | Reduced |
| Harbor Capital Advisors, Inc. | 254 | $8.00K | 0.00% | +96+60.8% | Added |
| Los Angeles Capital Management LLC | 223 | $7.38K | 0.00% | −9,472−97.7% | Reduced |
| Quarry LP | 210 | $6.95K | 0.00% | +210 | New |
| First Command Advisory Services, Inc. | 205 | $6.78K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 170 | $5.62K | 0.00% | +81+91.0% | Added |
| Smartleaf Asset Management LLC | 171 | $5.53K | 0.00% | +16+10.3% | Added |
| Farther Finance Advisors, LLC | 151 | $5.04K | 0.00% | +12+8.6% | Added |
| Root Financial Partners, LLC | 147 | $4.86K | 0.00% | +143+3,575.0% | Added |
| Fortitude Family Office, LLC | 137 | $4.53K | 0.00% | +98+251.3% | Added |
| SBI Securities Co., Ltd. | 128 | $4.23K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 117 | $3.87K | 0.00% | +117 | New |