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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 9,888 | $403.8K | 0.00% | −150−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,899 | $404.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 10,260 | $419.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,541 | $430.5K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,678 | $436.1K | 0.04% | +10,678 | New |
| Sanctuary Advisors, LLC | 10,751 | $439.1K | 0.00% | +23+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,875 | $444.1K | 0.00% | +1,112+11.4% | Added |
| Park Avenue Securities LLC | 12,127 | $495.0K | 0.00% | +27+0.2% | Added |
| New York State Common Retirement Fund | 12,184 | $497.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,584 | $513.9K | 0.02% | +12,052+2,265.4% | Added |
| Nisa Investment Advisors, LLC | 12,876 | $525.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 13,028 | $532.1K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 13,080 | $534.2K | 0.01% | +13,080 | New |
| Simplicity Wealth,LLC | 13,286 | $542.6K | 0.02% | +4,422+49.9% | Added |
| Ieq Capital, LLC | 13,393 | $547.0K | 0.00% | +3,589+36.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,557 | $564.7K | 0.00% | +1,037+8.3% | Added |
| Jupiter Topco LLC | 14,061 | $573.5K | 0.00% | +14,061 | New |
| Vanguard Global Advisers, LLC | 14,052 | $573.9K | 0.00% | −34−0.2% | Reduced |
| Aviance Capital Partners, LLC | 14,510 | $592.6K | 0.06% | +17+0.1% | Added |
| Parsons Capital Management Inc | 14,550 | $594.2K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,215 | $621.4K | 0.01% | +3,180+26.4% | Added |
| Franklin Resources Inc | 15,990 | $653.0K | 0.00% | −2,120−11.7% | Reduced |
| Cetera Investment Advisers | 16,278 | $664.8K | 0.00% | −609−3.6% | Reduced |
| CWM Advisors, LLC | 16,561 | $676.4K | 0.03% | +1,129+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,808 | $686.4K | 0.00% | +207+1.2% | Added |
| Mariner, LLC | 16,811 | $686.6K | 0.00% | −881−5.0% | Reduced |
| Benjamin Edwards Inc | 16,857 | $688.5K | 0.01% | +499+3.1% | Added |
| NBC Securities, Inc. | 19,145 | $781.9K | 0.05% | +322+1.7% | Added |
| Rafferty Asset Management, LLC | 20,048 | $818.8K | 0.00% | −20,914−51.1% | Reduced |
| Barclays PLC | 20,979 | $856.8K | 0.00% | −5,894−21.9% | Reduced |
| one8zero8, LLC | 20,985 | $857.0K | 0.17% | 00.0% | Unchanged |
| MetLife Investment Management | 21,280 | $869.1K | 0.00% | +2,048+10.6% | Added |
| Susquehanna International Group, LLP | 22,078 | $901.7K | 0.00% | −39,448−64.1% | Reduced |
| Squarepoint Ops LLC | 22,685 | $926.5K | 0.00% | −12,106−34.8% | Reduced |
| Millennium Management LLC | 22,911 | $935.7K | 0.00% | −112,679−83.1% | Reduced |
| Blair William & Co | 24,576 | $1.00M | 0.00% | +53+0.2% | Added |
| Level Four Advisory Services, LLC | 24,995 | $1.02M | 0.03% | −231−0.9% | Reduced |
| Graham Capital Management, L.P. | 25,598 | $1.05M | 0.03% | +253+1.0% | Added |
| XTX Topco Ltd | 26,795 | $1.09M | 0.01% | −43,134−61.7% | Reduced |
| Pinnacle Associates Ltd | 27,486 | $1.12M | 0.01% | +783+2.9% | Added |
| Balyasny Asset Management LLC | 27,935 | $1.14M | 0.00% | +9,406+50.8% | Added |
| Gsa Capital Partners LLP | 28,680 | $1.17M | 0.07% | −12,374−30.1% | Reduced |
| Truist Financial Corp | 29,271 | $1.20M | 0.00% | +6,002+25.8% | Added |
| Vanguard Asset Management, Ltd | 29,394 | $1.20M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,606 | $1.21M | 0.00% | +327+1.1% | Added |
| LPL Financial LLC | 29,965 | $1.22M | 0.00% | −675−2.2% | Reduced |
| SEI Investments Co | 30,657 | $1.25M | 0.00% | −10,467−25.5% | Reduced |
| PDT Partners, LLC | 31,021 | $1.27M | 0.07% | −8,700−21.9% | Reduced |
| Salem Investment Counselors Inc | 31,910 | $1.30M | 0.03% | −6,295−16.5% | Reduced |
| RE Advisers Corp | 34,100 | $1.39M | 0.03% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 34,362 | $1.47M | 0.11% | +1,820+5.6% | Added |
| Legal & General Group Plc | 36,337 | $1.48M | 0.00% | +8,200+29.1% | Added |
| Creative Planning | 36,324 | $1.48M | 0.00% | +2,286+6.7% | Added |
| Stifel Financial Corp | 36,958 | $1.51M | 0.00% | +3,103+9.2% | Added |
| Alliancebernstein L.P. | 46,590 | $1.54M | 0.00% | +9,220+24.7% | Added |
| Point72 Asset Management, L.P. | 38,616 | $1.58M | 0.00% | +38,616 | New |
| MML Investors Services, LLC | 39,371 | $1.61M | 0.00% | +10,845+38.0% | Added |
| BNP Paribas Arbitrage, SA | 39,622 | $1.62M | 0.00% | +16,229+69.4% | Added |
| Walleye Capital LLC | 39,973 | $1.63M | 0.01% | +39,973 | New |
| California State Teachers Retirement System | 40,858 | $1.67M | 0.00% | +7,897+24.0% | Added |
| Price T Rowe Associates Inc | 41,528 | $1.70M | 0.00% | +8,403+25.4% | Added |
| HRT Financial LP | 42,533 | $1.74M | 0.00% | +16,090+60.8% | Added |
| JPMorgan Chase & Co | 41,844 | $1.78M | 0.00% | −64,780−60.8% | Reduced |
| Victory Capital Management Inc | 43,665 | $1.78M | 0.00% | +77+0.2% | Added |
| Marshall Wace, LLP | 44,516 | $1.82M | 0.00% | +44,516 | New |
| Quantinno Capital Management LP | 44,880 | $1.83M | 0.00% | +15,189+51.2% | Added |
| SG Americas Securities, LLC | 45,618 | $1.86M | 0.00% | +8,051+21.4% | Added |
| Citigroup Inc | 46,392 | $1.89M | 0.00% | +669+1.5% | Added |
| Oppenheimer Asset Management Inc. | 49,094 | $2.00M | 0.02% | +628+1.3% | Added |
| Federated Hermes, Inc. | 49,141 | $2.01M | 0.00% | +9,626+24.4% | Added |
| Rhumbline Advisers | 49,849 | $2.04M | 0.00% | +2,543+5.4% | Added |
| UBS Asset Management Americas Inc | 50,531 | $2.06M | 0.00% | −644−1.3% | Reduced |
| Motley Fool Asset Management LLC | 50,541 | $2.06M | 0.08% | −5,355−9.6% | Reduced |
| Voloridge Investment Management, LLC | 53,182 | $2.17M | 0.01% | −56,451−51.5% | Reduced |
| CenterBook Partners LP | 53,530 | $2.19M | 0.11% | −77,999−59.3% | Reduced |
| First Trust Advisors LP | 54,424 | $2.22M | 0.00% | +13,449+32.8% | Added |
| WCM Investment Management, LLC | 55,369 | $2.27M | 0.00% | −98,165−63.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 56,079 | $2.29M | 0.01% | −76,739−57.8% | Reduced |
| Invesco Ltd. | 58,742 | $2.40M | 0.00% | −6,539−10.0% | Reduced |
| Chatham Capital Group, Inc. | 58,903 | $2.41M | 0.31% | +6,353+12.1% | Added |
| Bragg Financial Advisors, Inc | 59,402 | $2.43M | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 65,180 | $2.66M | 0.48% | −6,614−9.2% | Reduced |
| Dark Forest Capital Management LP | 65,920 | $2.69M | 0.17% | +15,281+30.2% | Added |
| Qube Research & Technologies Ltd | 66,187 | $2.70M | 0.00% | +66,187 | New |
| Swiss National Bank | 71,800 | $2.93M | 0.00% | −400−0.6% | Reduced |
| Man Group plc | 71,864 | $2.93M | 0.01% | +71,864 | New |
| TD Asset Management Inc | 73,366 | $3.00M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 78,008 | $3.19M | 0.00% | +4,431+6.0% | Added |
| Royal Bank of Canada | 81,054 | $3.31M | 0.00% | +5,929+7.9% | Added |
| Captrust Financial Advisors | 84,408 | $3.45M | 0.01% | −1,327−1.5% | Reduced |
| Ameriprise Financial Inc | 85,275 | $3.48M | 0.00% | −29,539−25.7% | Reduced |
| FMR LLC | 85,379 | $3.49M | 0.00% | +55,650+187.2% | Added |
| Empowered Funds, LLC | 89,193 | $3.64M | 0.02% | +50.0% | Added |
| Lighthouse Investment Partners, LLC | 89,556 | $3.66M | 0.11% | +40,720+83.4% | Added |
| Deutsche Bank AG | 95,469 | $3.90M | 0.00% | +6,185+6.9% | Added |
| Wells Fargo & Company | 95,789 | $3.91M | 0.00% | +4,876+5.4% | Added |
| E. Ohman J:or Asset Management AB | 98,745 | $4.03M | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 100,071 | $4.09M | 0.00% | +4,211+4.4% | Added |
| Bank of New York Mellon Corp | 110,334 | $4.51M | 0.00% | +10,055+10.0% | Added |
| Apollon Wealth Management, LLC | 117,466 | $4.80M | 0.06% | +117,466 | New |