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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 117,000 | $4.81M | 0.09% | −136−0.1% | Reduced |
| Trexquant Investment LP | 127,605 | $5.21M | 0.03% | +60,432+90.0% | Added |
| Russell Investments Group, Ltd. | 137,581 | $5.62M | 0.00% | +37,008+36.8% | Added |
| State of Wisconsin Investment Board | 138,919 | $5.67M | 0.01% | −13,033−8.6% | Reduced |
| AQR Capital Management LLC | 138,955 | $5.67M | 0.00% | +38,340+38.1% | Added |
| Rice Hall James & Associates, LLC | 140,163 | $5.72M | 0.28% | −5,394−3.7% | Reduced |
| Bridgeway Capital Management, LLC | 154,378 | $6.30M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 161,904 | $6.61M | 0.00% | +19,079+13.4% | Added |
| Trust Co of the South | 167,500 | $6.84M | 0.96% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 179,294 | $7.32M | 0.06% | +9,714+5.7% | Added |
| Morgan Stanley | 188,571 | $7.70M | 0.00% | −33,154−15.0% | Reduced |
| Goldman Sachs Group Inc | 203,445 | $8.31M | 0.00% | −115,555−36.2% | Reduced |
| D. E. Shaw & Co., Inc. | 217,937 | $8.90M | 0.01% | −45,066−17.1% | Reduced |
| Whittier Trust Co | 224,384 | $9.38M | 0.09% | −1,571−0.7% | Reduced |
| Bank of America Corp | 230,020 | $9.39M | 0.00% | +55,407+31.7% | Added |
| Envestnet Asset Management Inc | 237,127 | $9.68M | 0.00% | −2,197−0.9% | Reduced |
| Vanguard Fiduciary Trust Co | 249,249 | $10.2M | 0.00% | +15,081+6.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 270,239 | $11.0M | 0.03% | +20,520+8.2% | Added |
| Manufacturers Life Insurance Company, The | 283,133 | $11.6M | 0.01% | −2,000−0.7% | Reduced |
| Raymond James Financial Inc | 287,390 | $11.7M | 0.00% | +24,602+9.4% | Added |
| Charles Schwab Investment Management Inc | 299,270 | $12.2M | 0.00% | +8,636+3.0% | Added |
| Northern Trust Corp | 320,783 | $13.1M | 0.00% | −3,604−1.1% | Reduced |
| Two Sigma Investments, LP | 420,262 | $17.2M | 0.01% | −13,906−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 554,642 | $22.7M | 0.06% | +239,814+76.2% | Added |
| William Blair Investment Management, LLC | 569,233 | $23.2M | 0.07% | −153,664−21.3% | Reduced |
| Algert Global LLC | 586,166 | $23.9M | 0.28% | +223,487+61.6% | Added |
| Royce & Associates LP | 646,091 | $26.4M | 0.21% | +72,241+12.6% | Added |
| American Century Companies Inc | 667,556 | $27.3M | 0.01% | +485,769+267.2% | Added |
| Loomis Sayles & Co L P | 671,994 | $27.4M | 0.03% | −56,135−7.7% | Reduced |
| Geode Capital Management, LLC | 912,543 | $37.3M | 0.00% | +58,585+6.9% | Added |
| Southernsun Asset Management, LLC | 934,751 | $38.2M | 5.14% | −98,788−9.6% | Reduced |
| Vanguard Portfolio Management LLC | 996,870 | $40.7M | 0.00% | +88,724+9.8% | Added |
| Gilder Gagnon Howe & Co LLC | 1,123,910 | $45.9M | 0.47% | −69,204−5.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,360,091 | $55.5M | 0.17% | −261,812−16.1% | Reduced |
| State Street Corp | 1,367,619 | $55.9M | 0.00% | −69,696−4.8% | Reduced |
| Dimensional Fund Advisors LP | 1,615,529 | $66.0M | 0.01% | +22,344+1.4% | Added |
| Vanguard Capital Management LLC | 1,654,730 | $67.6M | 0.00% | +121,959+8.0% | Added |
| BlackRock, Inc. | 3,515,856 | $143.6M | 0.00% | +82,957+2.4% | Added |
| T. Rowe Price Investment Management, Inc. | 6,471,452 | $264.3M | 0.17% | −18,649−0.3% | Reduced |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −209,559−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −78,483−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −67,117−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −48,305−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −29,767−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −24,307−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −14,722−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,595−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −6,689−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |