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, Q2 2026
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 239
- +13 vs. Q1 2026
- Shares held
- 32.8M
- +222.8K (+0.7%) vs. Q1 2026
- Total value
- $1.34B
- +$262.3M (+24.3%) vs. Q1 2026
- New holders
- 34
- 86 more added
- Sold out
- 21
- 66 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $82 | 0.00% | +2 | New |
| Action Point Financial Planning, LLC | 2 | $82 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 3 | $123 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $204 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 11 | $449 | 0.00% | −2−15.4% | Reduced |
| SWAN Capital LLC | 13 | $527 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $572 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $776 | 0.00% | +19 | New |
| Torren Management, LLC | 19 | $782 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $859 | 0.00% | +21 | New |
| Covestor Ltd | 17 | $1.00K | 0.00% | +12+240.0% | Added |
| UMA Financial Services, Inc. | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 29 | $1.18K | 0.00% | +29 | New |
| The PNC Financial Services Group, Inc. | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.59K | 0.00% | −48−55.2% | Reduced |
| Abound Wealth Management | 40 | $1.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 56 | $2.29K | 0.00% | +7+14.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 58 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 61 | $2.49K | 0.00% | −144−70.2% | Reduced |
| Golden State Wealth Management, LLC | 65 | $2.66K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 71 | $2.90K | 0.00% | −139−66.2% | Reduced |
| Signaturefd, LLC | 90 | $3.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 117 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $4.90K | 0.00% | +36+42.9% | Added |
| SBI Securities Co., Ltd. | 128 | $5.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 153 | $6.25K | 0.00% | +16+11.7% | Added |
| Smartleaf Asset Management LLC | 171 | $7.03K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 178 | $7.27K | 0.00% | +88+97.8% | Added |
| Huntington National Bank | 200 | $8.17K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $8.17K | 0.00% | +200 | New |
| Essential Partners LLC | 201 | $8.21K | 0.00% | −89−30.7% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $8.46K | 0.00% | −83−28.6% | Reduced |
| Los Angeles Capital Management LLC | 223 | $9.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 239 | $9.76K | 0.00% | +88+58.3% | Added |
| Harbor Capital Advisors, Inc. | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 245 | $10.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 382 | $15.6K | 0.00% | +129+51.0% | Added |
| First Horizon Corp | 400 | $16.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 402 | $16.4K | 0.00% | −57−12.4% | Reduced |
| Sterling Capital Management LLC | 437 | $17.8K | 0.00% | −330−43.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 528 | $21.6K | 0.00% | +221+72.0% | Added |
| Nykredit A/S | 529 | $21.6K | 0.00% | +529 | New |
| Fifth Third Bancorp | 583 | $23.8K | 0.00% | +55+10.4% | Added |
| US Bancorp | 642 | $26.2K | 0.00% | −36−5.3% | Reduced |
| GAMMA Investing LLC | 709 | $29.0K | 0.00% | +2+0.3% | Added |
| Global Retirement Partners, LLC | 889 | $36.3K | 0.00% | +889 | New |
| Versant Capital Management, Inc | 1,046 | $42.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,352 | $55.2K | 0.00% | −565−29.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,402 | $57.3K | 0.00% | +1,232+724.7% | Added |
| Larson Financial Group LLC | 1,479 | $60.4K | 0.00% | +72+5.1% | Added |
| Tower Research Capital LLC (TRC) | 1,794 | $73.3K | 0.00% | −2,855−61.4% | Reduced |
| Jones Financial Companies LLLP | 2,206 | $91.3K | 0.00% | +83+3.9% | Added |
| Custom Index Systems, LLC | 2,304 | $94.1K | 0.03% | +2,304 | New |
| Concord Wealth Partners | 2,850 | $116.4K | 0.01% | +2,850 | New |
| Centaurus Financial, Inc. | 3,135 | $128.0K | 0.00% | −200−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,313 | $135.3K | 0.00% | +358+12.1% | Added |
| Hamilton Capital Partners Inc. | 4,251 | $173.6K | 0.01% | −2,036−32.4% | Reduced |
| Great West Life Assurance Co | 4,848 | $197.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,983 | $203.5K | 0.01% | −2,742−35.5% | Reduced |
| Pictet Asset Management Holding SA | 5,020 | $205.0K | 0.00% | +5,020 | New |
| Atria Investments LLC | 5,150 | $210.3K | 0.00% | +5,150 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $213.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,263 | $214.9K | 0.04% | +5,263 | New |
| Principal Securities, Inc. | 5,280 | $215.6K | 0.00% | +5,280 | New |
| Tannin Capital LLC | 5,388 | $220.1K | 0.14% | +5,388 | New |
| Pinnacle Financial Partners, Inc. | 5,500 | $224.6K | 0.00% | +5,500 | New |
| Cerity Partners LLC | 5,928 | $242.1K | 0.00% | +5,928 | New |
| Prudential Financial Inc | 6,135 | $250.6K | 0.00% | +6,135 | New |
| Allegiance Financial Group Advisory Services LLC | 6,307 | $257.6K | 0.04% | +6,307 | New |
| Quantbot Technologies LP | 6,519 | $266.2K | 0.01% | −13,968−68.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,908 | $282.1K | 0.00% | +4,786+225.5% | Added |
| Advisory Services Network, LLC | 7,177 | $293.1K | 0.00% | −52−0.7% | Reduced |
| Evergreen Capital Management LLC | 7,301 | $298.2K | 0.01% | +7,301 | New |
| Voya Investment Management LLC | 7,345 | $300.0K | 0.00% | +925+14.4% | Added |
| State of Alaska, Department of Revenue | 7,786 | $317.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,786 | $318.0K | 0.00% | −636−7.6% | Reduced |
| Commonwealth Equity Services, LLC | 7,941 | $324.3K | 0.00% | +7,941 | New |
| Quadrant Capital Group LLC | 7,973 | $325.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,941 | $325.8K | 0.00% | +7,941 | New |
| Northwestern Mutual Wealth Management Co | 8,130 | $332.0K | 0.00% | −66−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 8,200 | $334.9K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $334.9K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,368 | $341.7K | 0.05% | −238−2.8% | Reduced |
| Ballentine Partners, LLC | 8,568 | $349.9K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,954 | $365.7K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,156 | $373.9K | 0.00% | +931+11.3% | Added |
| Advisors Capital Management, LLC | 9,250 | $377.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,557 | $390.3K | 0.00% | +1,811+23.4% | Added |
| State Board of Administration of Florida Retirement System | 9,604 | $392.2K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 9,668 | $394.8K | 0.11% | +9,668 | New |