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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 26,795 | $1.09M | 0.01% | −43,134−61.7% | Reduced |
| Graham Capital Management, L.P. | 25,598 | $1.05M | 0.03% | +253+1.0% | Added |
| Level Four Advisory Services, LLC | 24,995 | $1.02M | 0.03% | −231−0.9% | Reduced |
| Blair William & Co | 24,576 | $1.00M | 0.00% | +53+0.2% | Added |
| Millennium Management LLC | 22,911 | $935.7K | 0.00% | −112,679−83.1% | Reduced |
| Squarepoint Ops LLC | 22,685 | $926.5K | 0.00% | −12,106−34.8% | Reduced |
| Susquehanna International Group, LLP | 22,078 | $901.7K | 0.00% | −39,448−64.1% | Reduced |
| MetLife Investment Management | 21,280 | $869.1K | 0.00% | +2,048+10.6% | Added |
| one8zero8, LLC | 20,985 | $857.0K | 0.17% | 00.0% | Unchanged |
| Barclays PLC | 20,979 | $856.8K | 0.00% | −5,894−21.9% | Reduced |
| Rafferty Asset Management, LLC | 20,048 | $818.8K | 0.00% | −20,914−51.1% | Reduced |
| NBC Securities, Inc. | 19,145 | $781.9K | 0.05% | +322+1.7% | Added |
| Benjamin Edwards Inc | 16,857 | $688.5K | 0.01% | +499+3.1% | Added |
| Mariner, LLC | 16,811 | $686.6K | 0.00% | −881−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,808 | $686.4K | 0.00% | +207+1.2% | Added |
| CWM Advisors, LLC | 16,561 | $676.4K | 0.03% | +1,129+7.3% | Added |
| Cetera Investment Advisers | 16,278 | $664.8K | 0.00% | −609−3.6% | Reduced |
| Franklin Resources Inc | 15,990 | $653.0K | 0.00% | −2,120−11.7% | Reduced |
| Engineers Gate Manager LP | 15,215 | $621.4K | 0.01% | +3,180+26.4% | Added |
| Parsons Capital Management Inc | 14,550 | $594.2K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,510 | $592.6K | 0.06% | +17+0.1% | Added |
| Vanguard Global Advisers, LLC | 14,052 | $573.9K | 0.00% | −34−0.2% | Reduced |
| Jupiter Topco LLC | 14,061 | $573.5K | 0.00% | +14,061 | New |
| Wealth Enhancement Advisory Services, LLC | 13,557 | $564.7K | 0.00% | +1,037+8.3% | Added |
| Ieq Capital, LLC | 13,393 | $547.0K | 0.00% | +3,589+36.6% | Added |
| Simplicity Wealth,LLC | 13,286 | $542.6K | 0.02% | +4,422+49.9% | Added |
| Callan Family Office, LLC | 13,080 | $534.2K | 0.01% | +13,080 | New |
| Central Pacific Bank - Trust Division | 13,028 | $532.1K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,876 | $525.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,584 | $513.9K | 0.02% | +12,052+2,265.4% | Added |
| New York State Common Retirement Fund | 12,184 | $497.6K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,127 | $495.0K | 0.00% | +27+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,875 | $444.1K | 0.00% | +1,112+11.4% | Added |
| Sanctuary Advisors, LLC | 10,751 | $439.1K | 0.00% | +23+0.2% | Added |
| Mirabella Financial Services LLP | 10,678 | $436.1K | 0.04% | +10,678 | New |
| Howe & Rusling Inc | 10,541 | $430.5K | 0.02% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 10,260 | $419.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,899 | $404.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,888 | $403.8K | 0.00% | −150−1.5% | Reduced |
| Aigen Investment Management, LP | 9,668 | $394.8K | 0.11% | +9,668 | New |
| State Board of Administration of Florida Retirement System | 9,604 | $392.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,557 | $390.3K | 0.00% | +1,811+23.4% | Added |
| Advisors Capital Management, LLC | 9,250 | $377.8K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,156 | $373.9K | 0.00% | +931+11.3% | Added |
| Smith, Salley & Associates | 8,954 | $365.7K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,568 | $349.9K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,368 | $341.7K | 0.05% | −238−2.8% | 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 |
| Northwestern Mutual Wealth Management Co | 8,130 | $332.0K | 0.00% | −66−0.8% | Reduced |
| HSBC Holdings PLC | 7,941 | $325.8K | 0.00% | +7,941 | New |
| Quadrant Capital Group LLC | 7,973 | $325.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,941 | $324.3K | 0.00% | +7,941 | New |
| Intech Investment Management LLC | 7,786 | $318.0K | 0.00% | −636−7.6% | Reduced |
| State of Alaska, Department of Revenue | 7,786 | $317.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,345 | $300.0K | 0.00% | +925+14.4% | Added |
| Evergreen Capital Management LLC | 7,301 | $298.2K | 0.01% | +7,301 | New |
| Advisory Services Network, LLC | 7,177 | $293.1K | 0.00% | −52−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 6,908 | $282.1K | 0.00% | +4,786+225.5% | Added |
| Quantbot Technologies LP | 6,519 | $266.2K | 0.01% | −13,968−68.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 6,307 | $257.6K | 0.04% | +6,307 | New |
| Prudential Financial Inc | 6,135 | $250.6K | 0.00% | +6,135 | New |
| Cerity Partners LLC | 5,928 | $242.1K | 0.00% | +5,928 | New |
| Pinnacle Financial Partners, Inc. | 5,500 | $224.6K | 0.00% | +5,500 | New |
| Tannin Capital LLC | 5,388 | $220.1K | 0.14% | +5,388 | New |
| Principal Securities, Inc. | 5,280 | $215.6K | 0.00% | +5,280 | New |
| Abel Hall, LLC | 5,263 | $214.9K | 0.04% | +5,263 | New |
| Public Employees Retirement Association of Colorado | 5,214 | $213.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 5,150 | $210.3K | 0.00% | +5,150 | New |
| Pictet Asset Management Holding SA | 5,020 | $205.0K | 0.00% | +5,020 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,983 | $203.5K | 0.01% | −2,742−35.5% | Reduced |
| Great West Life Assurance Co | 4,848 | $197.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,251 | $173.6K | 0.01% | −2,036−32.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,313 | $135.3K | 0.00% | +358+12.1% | Added |
| Centaurus Financial, Inc. | 3,135 | $128.0K | 0.00% | −200−6.0% | Reduced |
| Concord Wealth Partners | 2,850 | $116.4K | 0.01% | +2,850 | New |
| Custom Index Systems, LLC | 2,304 | $94.1K | 0.03% | +2,304 | New |
| Jones Financial Companies LLLP | 2,206 | $91.3K | 0.00% | +83+3.9% | Added |
| Tower Research Capital LLC (TRC) | 1,794 | $73.3K | 0.00% | −2,855−61.4% | Reduced |
| Larson Financial Group LLC | 1,479 | $60.4K | 0.00% | +72+5.1% | Added |
| SRS Capital Advisors, Inc. | 1,402 | $57.3K | 0.00% | +1,232+724.7% | Added |
| Rockefeller Capital Management L.P. | 1,352 | $55.2K | 0.00% | −565−29.5% | Reduced |
| Versant Capital Management, Inc | 1,046 | $42.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 889 | $36.3K | 0.00% | +889 | New |
| GAMMA Investing LLC | 709 | $29.0K | 0.00% | +2+0.3% | Added |
| US Bancorp | 642 | $26.2K | 0.00% | −36−5.3% | Reduced |
| Fifth Third Bancorp | 583 | $23.8K | 0.00% | +55+10.4% | Added |
| Nykredit A/S | 529 | $21.6K | 0.00% | +529 | New |
| Allworth Financial LP | 528 | $21.6K | 0.00% | +221+72.0% | Added |
| 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 |
| Sterling Capital Management LLC | 437 | $17.8K | 0.00% | −330−43.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 402 | $16.4K | 0.00% | −57−12.4% | Reduced |
| First Horizon Corp | 400 | $16.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 382 | $15.6K | 0.00% | +129+51.0% | Added |
| South State Corp. | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 245 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 239 | $9.76K | 0.00% | +88+58.3% | Added |
| Los Angeles Capital Management LLC | 223 | $9.11K | 0.00% | 00.0% | Unchanged |