LiveOne, Inc.
LVO- Exchange
- Nasdaq
- Industry
- Retail-Eating Places
- SEC CIK
- 0001491419
No open-market purchases or sales by LiveOne, Inc. insiders were filed in the last 90 days; 31 institutions reported holding it in 13F filings for Q2 2026, worth $11.4M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in LiveOne, Inc. as of Jun 30, 2025. 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
- 62
- −5 vs. Q1 2025
- Shares held
- 23.0M
- −877.3K (−3.7%) vs. Q1 2025
- Total value
- $17.4M
- +$670.5K (+4.0%) vs. Q1 2025
- New holders
- 21
- 15 more added
- Sold out
- 26
- 18 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LVO 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 | 31 | $11.4M |
| Q1 2026 | 32 | $8.63M |
| Q4 2025 | 30 | $8.64M |
| Q3 2025 | 35 | $9.14M |
| Q2 2025 | 62 | $17.4M |
| Q1 2025 | 67 | $16.7M |
| Q4 2024 | 64 | $35.6M |
| Q3 2024 | 70 | $23.1M |
| Q2 2024 | 62 | $36.6M |
| Q1 2024 | 66 | $35.4M |
| Q4 2023 | 43 | $24.6M |
| Q3 2023 | 46 | $15.0M |
| Q2 2023 | 40 | $32.2M |
| Q1 2023 | 37 | $18.4M |
| Q4 2022 | 35 | $11.5M |
| Q3 2022 | 45 | $14.4M |
| Q2 2022 | 52 | $17.7M |
| Q1 2022 | 64 | $21.5M |
| Q4 2021 | 70 | $36.3M |
| Q3 2021 | 62 | $81.0M |
| Q2 2021 | 77 | $142.3M |
| Q1 2021 | 75 | $119.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding LiveOne, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 6 | $5 | 0.00% | +6 | New |
| True Wealth Design, LLC | 27 | $21 | 0.00% | −10−27.0% | Reduced |
| EverSource Wealth Advisors, LLC | 63 | $48 | 0.00% | +10+18.9% | Added |
| SBI Securities Co., Ltd. | 486 | $367 | 0.00% | +45+10.2% | Added |
| Nisa Investment Advisors, LLC | 500 | $377 | 0.00% | +217+76.7% | Added |
| Wells Fargo & Company | 582 | $439 | 0.00% | −35,337−98.4% | Reduced |
| Citigroup Inc | 1,235 | $932 | 0.00% | −51,028−97.6% | Reduced |
| Inlight Wealth Management, LLC | 2,000 | $1.51K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,804 | $2.00K | 0.00% | +1,910+213.6% | Added |
| MAI Capital Management | 2,700 | $2.04K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,925 | $2.19K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,418 | $3.00K | 0.00% | +1,195+53.8% | Added |
| BNP Paribas Arbitrage, SA | 4,476 | $3.38K | 0.00% | −1,782−28.5% | Reduced |
| Barclays PLC | 9,754 | $7.36K | 0.00% | −68,474−87.5% | Reduced |
| Stratos Wealth Partners, LTD. | 10,000 | $7.55K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,000 | $7.55K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,069 | $7.60K | 0.00% | +10,069 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,273 | $8.51K | 0.00% | −12,337−52.3% | Reduced |
| IAM Advisory, LLC | 12,000 | $9.06K | 0.00% | +2,000+20.0% | Added |
| JPMorgan Chase & Co | 12,162 | $9.18K | 0.00% | −106,179−89.7% | Reduced |
| Ground Swell Capital, LLC | 15,327 | $11.6K | 0.02% | +15,327 | New |
| Schonfeld Strategic Advisors LLC | 17,825 | $13.5K | 0.00% | +17,825 | New |
| HSBC Holdings PLC | 21,962 | $16.5K | 0.00% | +21,962 | New |
| Tower Research Capital LLC (TRC) | 22,046 | $16.6K | 0.00% | +8,454+62.2% | Added |
| O'Shaughnessy Asset Management, LLC | 27,224 | $20.6K | 0.00% | +27,224 | New |
| XTX Topco Ltd | 28,716 | $21.7K | 0.00% | −69,491−70.8% | Reduced |
| Bank of New York Mellon Corp | 29,359 | $22.2K | 0.00% | −133,681−82.0% | Reduced |
| Virtu Financial LLC | 31,921 | $24.0K | 0.00% | +31,921 | New |
| Catalyst Funds Management Pty Ltd | 33,700 | $25.4K | 0.01% | +33,700 | New |
| Simplex Trading, LLC | 34,654 | $26.0K | 0.00% | +28,049+424.7% | Added |
| Integrated Wealth Concepts LLC | 35,113 | $26.5K | 0.00% | +2,469+7.6% | Added |
| Apollon Wealth Management, LLC | 36,000 | $27.2K | 0.00% | +36,000 | New |
| Charles Schwab Investment Management Inc | 39,793 | $30.0K | 0.00% | −181,284−82.0% | Reduced |
| AQR Capital Management LLC | 45,877 | $34.6K | 0.00% | +28,875+169.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 52,248 | $39.4K | 0.01% | +52,248 | New |
| HRT Financial LP | 54,584 | $41.0K | 0.00% | +54,584 | New |
| Bank of America Corp | 65,945 | $49.7K | 0.00% | +32,248+95.7% | Added |
| Jain Global LLC | 66,796 | $50.4K | 0.00% | +66,796 | New |
| Morgan Stanley | 68,710 | $51.9K | 0.00% | −136,709−66.6% | Reduced |
| Cubist Systematic Strategies, LLC | 81,733 | $61.7K | 0.00% | +81,733 | New |
| UBS Group AG | 107,146 | $80.9K | 0.00% | −331,371−75.6% | Reduced |
| Qube Research & Technologies Ltd | 115,466 | $87.2K | 0.00% | +115,466 | New |
| Acadian Asset Management LLC | 147,490 | $108.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 176,425 | $133.2K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 183,104 | $138.2K | 0.00% | −412,955−69.3% | Reduced |
| Marshall Wace, LLP | 231,435 | $173.6K | 0.00% | +231,435 | New |
| State Street Corp | 264,680 | $199.8K | 0.00% | −545,593−67.3% | Reduced |
| Susquehanna International Group, LLP | 295,989 | $223.4K | 0.00% | +202,117+215.3% | Added |
| Alpine Global Management, LLC | 300,000 | $226.5K | 0.05% | +100,000+50.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 304,685 | $230.0K | 0.01% | +304,685 | New |
| Goldman Sachs Group Inc | 321,933 | $243.0K | 0.00% | +192,723+149.2% | Added |
| Jane Street Group, LLC | 327,340 | $247.1K | 0.00% | +327,340 | New |
| Renaissance Technologies LLC | 509,107 | $384.3K | 0.00% | +24,000+4.9% | Added |
| Janus Henderson Group PLC | 625,169 | $471.9K | 0.00% | +625,169 | New |
| Permanens Capital L.P. | 687,275 | $518.8K | 0.07% | +687,275 | New |
| Geode Capital Management, LLC | 983,011 | $742.2K | 0.00% | −888,434−47.5% | Reduced |
| Millennium Management LLC | 1,129,673 | $852.8K | 0.00% | +1,129,673 | New |
| BlackRock, Inc. | 1,312,652 | $990.9K | 0.00% | −3,652,029−73.6% | Reduced |
| Fleming James B Jr | 1,836,382 | $1.39M | 2.26% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,747,443 | $2.07M | 0.00% | +2,747,443 | New |
| Vanguard Group Inc | 3,515,257 | $2.65M | 0.00% | −463,727−11.7% | Reduced |
| FMR LLC | 5,982,996 | $4.52M | 0.00% | −14,725−0.2% | Reduced |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −337,051−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −89,692−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −57,765−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −56,978−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −56,612−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −51,900−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −49,641−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −44,823−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −35,954−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −35,633−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −33,867−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −33,503−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,363−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −20,939−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −16,425−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −16,139−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −15,746−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −7,213−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |