Live Oak BancsharesLOB
13F holders, Q1 2024 (March 31)199holders
4famous investors
$41.54avg. 13F price*
At the end of Q1 2024, 199 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings. The largest holders were T. Rowe Price Investment Management, Inc. ($265.8M), BlackRock Inc. ($113.7M) and Vanguard Group Inc. ($105.3M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Live Oak Bancshares Inc.
- CUSIP
- 53803X105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $36.7M |
| Exits | 22 | $14.9M |
Ownership 199 holders
| T. Rowe Price Investment Management, Inc. | 0.16% | Add +0.6% | 6,402,402 | $265.8M |
| BlackRock Inc. | 0.00% | Reduce -5.1% | 2,739,504 | $113.7M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 2,536,094 | $105.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.30% | Reduce -6.5% | 1,787,568 | $74.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.22% | Reduce -8.3% | 1,544,722 | $64.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.0% | 1,354,498 | $56.2M |
| State Street Corp. | 0.00% | Add +2.4% | 1,000,452 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 976,314 | $40.5M |
| Southernsun Asset Management, LLC | 3.76% | Reduce -4.8% | 813,315 | $33.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 729,863 | $30.3M |
| Millennium Management | 0.02% | Add +212.5% | 572,658 | $23.8M |
| Capital International Investors | 0.00% | New | 448,766 | $18.6M |
| Nuveen Asset Management, LLC | 0.00% | No change | 378,713 | $15.7M |
| Trust Co of the South | 3.17% | No change | 330,600 | $13.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.9% | 313,109 | $13.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 304,770 | $12.7M |
| American Century Companies Inc. | 0.01% | Reduce -1.4% | 292,832 | $12.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.2% | 262,324 | $10.9M |
| Vident Advisory, LLC | 0.22% | Add +0.3% | 251,862 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -26.2% | 250,371 | $10.4M |
| Loomis Sayles & Co. L P | 0.01% | New | 206,168 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +20.5% | 181,275 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 178,634 | $7.4M |
| Norges Bank | 0.00% | No change | 164,256 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -30.7% | 159,588 | $6.6M |
| Jupiter Asset Management Ltd. | 0.06% | Add +7.9% | 154,149 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.8% | 150,865 | $6.3M |
| Bank of America Corp. | 0.00% | Add +23.9% | 148,910 | $6.2M |
| Motley Fool Wealth Management, LLC | 0.32% | Reduce -3.4% | 147,221 | $6.1M |
| Driehaus Capital Management LLC | 0.06% | Reduce -30.8% | 142,542 | $5.9M |
| Rice Hall James & Associates, LLC | 0.33% | Reduce -4.4% | 138,071 | $5.7M |
| Profit Investment Management, LLC | 3.03% | No change | 128,846 | $5.3M |
| Salem Investment Counselors Inc. | 0.17% | Reduce -16.3% | 125,015 | $5.2M |
| Homestead Advisers Corp | 0.12% | No change | 123,000 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Add +127.3% | 122,407 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.7% | 118,609 | $4.9M |
| Trillium Asset Management, LLC | 0.12% | Add +4.3% | 114,960 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -28.2% | 113,940 | $4.7M |
| Bridgeway Capital Management, LLC | 0.08% | Add +7.1% | 97,751 | $4.1M |
| Algert Global LLC | 0.15% | Add +17.0% | 92,689 | $3.8M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 90,987 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 86,268 | $3.6M |
| Credit Suisse AG/ | 0.00% | Reduce -15.4% | 86,093 | $3.6M |
| Curi Capital, LLC | 0.07% | Reduce -25.0% | 75,000 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +0.7% | 70,612 | $2.9M |
| Mendon Capital Advisors Corp. | 1.62% | Reduce -60.9% | 39,100 | $2.9M |
| TD Asset Management Inc | 0.00% | Add +5.6% | 68,754 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -48.1% | 66,547 | $2.8M |
| Motley Fool Asset Management LLC | 0.18% | Add +16.4% | 66,150 | $2.7M |
| Swiss National Bank | 0.00% | No change | 65,600 | $2.7M |
| Bragg Financial Advisors, Inc | 0.12% | Reduce -8.4% | 65,402 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +2.9% | 63,161 | $2.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -32.0% | 61,300 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -4.7% | 57,313 | $2.4M |
| Barclays PLC | 0.00% | Reduce -25.4% | 56,488 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 54,454 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +1.3% | 54,233 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.03% | No change | 51,010 | $2.1M |
| CenterBook Partners LP | 0.14% | Add +13.0% | 50,524 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +129.1% | 47,077 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -37.1% | 46,602 | $1.9M |
| UBS Group AG | 0.00% | Reduce -10.4% | 45,578 | $1.9M |
| E. Ohman J:or Asset Management AB | 0.05% | New | 44,600 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +0.8% | 43,107 | $1.8M |
| Chatham Capital Group, Inc. | 0.33% | Add +13.3% | 43,080 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.9% | 42,067 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.9% | 38,833 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.7% | 37,370 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 36,616 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.6% | 35,310 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 33,395 | $1.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 32,519 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.7% | 31,255 | $1.3M |
| Royce & Associates LP | 0.01% | No change | 30,900 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +1.0% | 28,608 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 26,989 | $1.1M |
| Principal Financial Group Inc. | 0.00% | New | 22,630 | $939K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 22,069 | $917K |
| Natixis Advisors, LLC | 0.00% | New | 21,298 | $884K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +330.5% | 20,955 | $870K |
| Pinnacle Associates Ltd. | 0.01% | New | 20,533 | $852K |
| Arcus Capital Partners, LLC | 0.26% | No change | 20,000 | $830K |
| NJ State Employees Deferred Compensation Plan | 0.09% | No change | 18,000 | $747K |
| MetLife Investment Management, LLC | 0.00% | No change | 17,593 | $730K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34120.0% | 17,110 | $710K |
| BNP Paribas Financial Markets | 0.00% | Add +81.3% | 16,674 | $692K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 16,590 | $689K |
| Dark Forest Capital Management LP | 0.11% | Add +12.2% | 15,023 | $624K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 14,479 | $601K |
| Janus Henderson Group PLC | 0.00% | No change | 14,233 | $590K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 14,131 | $587K |
| Emerald Mutual Fund Advisers Trust | 0.03% | Reduce -67.8% | 14,004 | $581K |
| First Trust Advisors LP | 0.00% | Reduce -25.7% | 13,892 | $577K |
| Parsons Capital Management Inc. | 0.04% | Add +4.5% | 13,800 | $573K |
| Jane Street Group, LLC | 0.00% | Reduce -70.0% | 13,389 | $556K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 13,300 | $552K |
| State of Wisconsin Investment Board | 0.00% | Add +0.7% | 13,251 | $550K |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -30.7% | 12,845 | $533K |
| Banc Funds Co. LLC | 0.06% | No change | 12,750 | $529K |
| Capital Impact Advisors, LLC | 0.68% | No change | 12,582 | $522K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 12,430 | $516K |
| Lord, Abbett & Co. LLC | 0.00% | Reduce -87.6% | 12,346 | $513K |
| Tudor Investment Corporation | 0.01% | New | 12,061 | $501K |
| Voya Investment Management LLC | 0.00% | Reduce -17.6% | 11,305 | $469K |
| Squarepoint Ops LLC | 0.00% | New | 11,252 | $467K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -3.2% | 10,250 | $425K |
| Central Pacific Bank - Trust Division | 0.05% | — | 10,036 | $407K |
| Hamilton Capital Partners Inc. | 0.05% | Add +73.2% | 9,798 | $407K |
| 49 Wealth Management, LLC | 0.09% | No change | 10,000 | $406K |
| Allegiance Financial Group Advisory Services LLC | 0.17% | Add +12.7% | 9,717 | $403K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -0.3% | 9,393 | $390K |
| Jennison Associates LLC | 0.00% | Add +0.5% | 9,222 | $383K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 9,168 | $381K |
| Smith Salley Wealth Management | 0.03% | No change | 8,954 | $372K |
| Quent Capital, LLC | 0.04% | No change | 8,900 | $369K |
| Inspire Investing, LLC | 0.04% | Add +3.3% | 8,662 | $360K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -8.3% | 14,383 | $351K |
| Citadel Advisors | 0.00% | Reduce -77.6% | 8,439 | $350K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,370 | $347K |
| State of Tennessee, Department of Treasury | 0.00% | New | 8,207 | $341K |
| Bantamac Capital, LLC | 0.19% | New | 7,959 | $330K |
| Howe & Rusling Inc. | 0.03% | No change | 7,858 | $326K |
| LPL Financial LLC | 0.00% | Add +2.7% | 7,838 | $325K |
| Centaurus Financial, Inc. | 0.02% | No change | 7,665 | $318K |
| Jump Financial, LLC | 0.01% | New | 7,387 | $307K |
| Ballentine Partners, LLC | 0.01% | Add +0.1% | 7,241 | $301K |
| Creative Planning | 0.00% | Add +14.6% | 7,058 | $293K |
| Quantbot Technologies LP | 0.02% | New | 6,967 | $289K |
| XTX Topco Ltd | 0.04% | New | 6,927 | $288K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,900 | $286K |
| HRT Financial LP | 0.00% | New | 6,772 | $281K |
| Peachtree Investment Partners, LLC | 0.11% | Add +0.1% | 6,553 | $272K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 6,253 | $260K |
| Royal Bank of Canada | 0.00% | Reduce -57.3% | 6,215 | $257K |
| Sei Investments Co. | 0.00% | Reduce -73.8% | 6,148 | $255K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 6,048 | $251K |
| Cetera Investment Advisers | 0.00% | New | 5,965 | $248K |
| Synovus Financial Corp. | 0.00% | No change | 5,500 | $228K |
| Duality Advisers, LP | 0.02% | Reduce -1.5% | 5,394 | $224K |
| Mariner, LLC | 0.00% | Add +14.3% | 5,248 | $218K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $216K |
| nVerses Capital, LLC | 0.40% | New | 4,000 | $166K |
| SG Americas Securities, LLC | 0.00% | New | 3,982 | $165K |
| FMR LLC | 0.00% | Add +8.6% | 3,868 | $161K |
| US Bancorp \de | 0.00% | Reduce -23.3% | 3,522 | $146K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 3,485 | $145K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,345 | $139K |
| Toth Financial Advisory Corp. | 0.02% | Add +10.7% | 3,320 | $138K |
| Public Employees Retirement System of Ohio | 0.00% | New | 3,100 | $129K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,922 | $121K |
| Concord Wealth Partners | 0.02% | Reduce -11.7% | 2,850 | $118K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 2,831 | $118K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 2,055 | $85K |
| Metropolitan Life Insurance Co | 0.00% | No change | 1,861 | $77K |
| Aquatic Capital Management LLC | 0.00% | New | 1,800 | $75K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,600 | $66K |
| Quadrant Capital Group LLC | 0.00% | Add +3.4% | 1,351 | $56K |
| AlphaQuest LLC | 0.01% | Reduce -86.0% | 1,203 | $50K |
| Amalgamated Bank | 0.00% | Reduce -61.1% | 1,148 | $48K |
| Independence Bank of Kentucky | 0.01% | New | 1,050 | $44K |
| Central Bank & Trust Co. | 0.01% | Reduce -18.1% | 1,000 | $42K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.1% | 807 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.9% | 805 | $33K |
| Anchor Investment Management, LLC | 0.00% | Add +50.0% | 750 | $31K |
| Riverview Trust Co | 0.02% | New | 684 | $28K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $21K |
| First Horizon Advisors, Inc. | 0.00% | No change | 400 | $17K |
| Colonial Trust Advisors | 0.00% | Add +1136.4% | 272 | $11K |
| GAMMA Investing LLC | 0.00% | Add +663.3% | 229 | $10K |
| Huntington National Bank | 0.00% | Add +13.5% | 227 | $9K |
| Providence Capital Advisors, LLC | 0.00% | No change | 200 | $8K |
| Comerica Bank | 0.00% | No change | 190 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 165 | $7K |
| Mather Group, Llc. | 0.00% | New | 133 | $6K |
| Hanseatic Management Services Inc. | 0.01% | New | 133 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 153 | $5K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 117 | $5K |
| Cwm, LLC | 0.00% | No change | 102 | $4K |
| Bank of Montreal | 0.00% | No change | 86 | $4K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 74 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 67 | $3K |
| First PREMIER Bank | 0.00% | New | 47 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 55 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $2K |
| Whittier Trust Co. | 0.00% | No change | 38 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 37 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 30 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 24 | $997 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $664 |
| First Command Advisory Services, Inc. | 0.00% | New | 15 | $623 |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $457 |
| Principal Securities, Inc. | 0.00% | No change | 9 | $374 |
| Allworth Financial LP | 0.00% | No change | 8 | $333 |
| Avior Wealth Management, LLC | 0.00% | New | 7 | $290 |
| Rothschild Investment LLC | 0.00% | New | 5 | $208 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 5 | $208 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $122 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.