Live Oak BancsharesLOB
13F holders, Q4 2024 (December 31)216holders +5
22new positions
24sold out
6famous investors
$39.55avg. 13F price*
At the end of Q4 2024, 216 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, up 5 from Q3 2024. 22 opened new positions and 24 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($253.9M), BlackRock, Inc. ($111.0M) and Vanguard Group Inc. ($104.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Live Oak Bancshares Inc.
- CUSIP
- 53803X105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.6M |
| Exits | 24 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,998,297 shares bought and 1,708,377 shares sold, net +289,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| T. Rowe Price Investment Management, Inc. | 0.16% | Reduce -0.6% | 6,419,486 | $253.9M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 2,807,565 | $111.0M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 2,631,256 | $104.1M |
| Capital International Investors | 0.02% | Add +75.8% | 2,041,706 | $80.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.21% | Reduce -0.8% | 1,540,228 | $60.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 1,418,265 | $56.1M |
| State Street Corp. | 0.00% | Add +20.6% | 1,337,670 | $52.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.21% | Reduce -25.3% | 1,224,126 | $48.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.1% | 826,456 | $32.7M |
| Southernsun Asset Management, LLC | 3.93% | Add +10.3% | 796,720 | $31.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 772,796 | $30.6M |
| Nuveen Asset Management, LLC | 0.00% | No change | 374,981 | $14.8M |
| Aberdeen Group plc | 0.03% | Add +10.0% | 336,721 | $13.3M |
| Trust Co of the South | 2.66% | No change | 330,600 | $13.1M |
| Northern Trust Corp. | 0.00% | Add +3.2% | 314,325 | $12.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 297,083 | $11.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 284,002 | $11.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +27.3% | 235,834 | $9.3M |
| Loomis Sayles & Co. L P | 0.01% | Add +6.1% | 234,818 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.4% | 229,273 | $9.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 172,896 | $6.8M |
| Morgan Stanley | 0.00% | Add +6.2% | 167,682 | $6.6M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +5.7% | 159,458 | $6.3M |
| American Century Companies Inc. | 0.00% | Reduce -7.2% | 159,090 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -20.4% | 159,027 | $6.3M |
| Motley Fool Wealth Management, LLC | 0.30% | Reduce -3.1% | 146,185 | $5.8M |
| Trillium Asset Management, LLC | 0.14% | Reduce -4.7% | 134,273 | $5.3M |
| Raymond James Financial Inc. | 0.00% | — | 133,415 | $5.3M |
| Rice Hall James & Associates, LLC | 0.28% | Reduce -1.5% | 129,386 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 126,743 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.1% | 124,687 | $4.9M |
| Homestead Advisers Corp | 0.12% | No change | 123,000 | $4.9M |
| CenterBook Partners LP | 0.27% | Reduce -24.0% | 116,348 | $4.6M |
| AmeriServ Wealth Advisors | 2.40% | — | 112,344 | $4.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.7% | 108,841 | $4.3M |
| UBS Group AG | 0.00% | Add +29.0% | 105,630 | $4.2M |
| Norges Bank | 0.00% | Reduce -21.8% | 102,552 | $4.1M |
| Bridgeway Capital Management, LLC | 0.09% | No change | 99,751 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +18.5% | 98,614 | $3.9M |
| Algert Global LLC | 0.09% | Add +5.4% | 96,756 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -80.2% | 94,332 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -16.7% | 94,222 | $3.7M |
| Millennium Management | 0.00% | Reduce -58.4% | 91,044 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.5% | 88,152 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +15.0% | 86,017 | $3.4M |
| Watchman Group, Inc. | 0.86% | Reduce -1.9% | 82,526 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 79,413 | $3.1M |
| Barclays PLC | 0.00% | Add +7.4% | 78,997 | $3.1M |
| Point72 Asset Management | 0.01% | New | 74,120 | $2.9M |
| Profit Investment Management, LLC | 2.26% | No change | 71,135 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +3.2% | 70,970 | $2.8M |
| Swiss National Bank | 0.00% | Add +7.1% | 70,800 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +60.0% | 70,661 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 69,939 | $2.8M |
| one8zero8, LLC | 0.58% | — | 68,001 | $2.7M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -23.6% | 66,725 | $2.6M |
| Motley Fool Asset Management LLC | 0.13% | Add +10.4% | 63,177 | $2.5M |
| Tudor Investment Corporation | 0.03% | Reduce -53.7% | 61,280 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -40.7% | 60,460 | $2.4M |
| Bragg Financial Advisors, Inc | 0.10% | No change | 59,402 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -10.0% | 58,372 | $2.3M |
| Citigroup Inc. | 0.00% | Add +31.7% | 55,894 | $2.2M |
| Chatham Capital Group, Inc. | 0.36% | Reduce -2.2% | 54,718 | $2.2M |
| Point72 Europe (London) LLP | 0.12% | New | 54,121 | $2.1M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +1.9% | 50,790 | $2.0M |
| Invesco Ltd. | 0.00% | Add +0.6% | 50,720 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +1.5% | 50,102 | $2.0M |
| Mendon Capital Advisors Corp. | 1.12% | New | 50,000 | $2.0M |
| Curi Capital, LLC | 0.05% | No change | 50,000 | $2.0M |
| E. Ohman J:or Asset Management AB | 0.05% | No change | 49,626 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +44.3% | 46,527 | $1.8M |
| Trexquant Investment LP | 0.02% | Add +2.1% | 45,517 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +34.9% | 45,340 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Add +2.8% | 39,931 | $1.6M |
| Legal & General Group Plc | 0.00% | Add +13.9% | 38,627 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 37,918 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +4.5% | 37,458 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +42.3% | 35,649 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +5.0% | 33,580 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.4% | 27,437 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +70.5% | 27,222 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +9.8% | 26,139 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +28.6% | 26,045 | $1.0M |
| Sei Investments Co. | 0.00% | Add +0.8% | 22,812 | $902K |
| Stifel Financial Corp. | 0.00% | Add +15.6% | 22,791 | $901K |
| Pinnacle Associates Ltd. | 0.01% | New | 21,484 | $850K |
| MetLife Investment Management, LLC | 0.00% | Add +5.8% | 21,135 | $836K |
| Arcus Capital Partners, LLC | 0.26% | No change | 20,000 | $830K |
| HSBC Holdings PLC | 0.00% | Add +391.2% | 20,491 | $811K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.6% | 19,714 | $780K |
| Level Four Advisory Services, LLC | 0.03% | Add +4.7% | 19,444 | $769K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 19,345 | $765K |
| NJ State Employees Deferred Compensation Plan | 0.09% | No change | 18,000 | $712K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 17,239 | $682K |
| Quantbot Technologies LP | 0.02% | New | 16,540 | $654K |
| Truist Financial Corp. | 0.00% | Add +65.5% | 16,310 | $645K |
| First Hawaiian Bank | 0.02% | Add +3.6% | 16,002 | $633K |
| Intech Investment Management LLC | 0.01% | Add +139.2% | 15,984 | $632K |
| First Trust Advisors LP | 0.00% | Reduce -52.1% | 15,972 | $632K |
| Balyasny Asset Management L.P. | 0.00% | Add +120.5% | 15,965 | $631K |
| Cetera Investment Advisers | 0.00% | Add +29.4% | 15,620 | $618K |
| Jane Street Group, LLC | 0.00% | Reduce -30.6% | 14,805 | $586K |
| Royal Bank of Canada | 0.00% | Add +3.0% | 14,446 | $572K |
| Janus Henderson Group PLC | 0.00% | No change | 14,061 | $556K |
| Emerald Mutual Fund Advisers Trust | 0.03% | No change | 14,004 | $554K |
| Parsons Capital Management Inc. | 0.03% | No change | 13,800 | $546K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.8% | 12,800 | $506K |
| AQR Capital Management | 0.00% | New | 12,770 | $505K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12,531 | $496K |
| Banc Funds Co. LLC | 0.05% | Reduce -3.4% | 12,322 | $487K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $482K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 10,971 | $434K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.0% | 10,630 | $420K |
| Voya Investment Management LLC | 0.00% | Reduce -7.8% | 10,575 | $418K |
| Signaturefd, LLC | 0.01% | Reduce -0.3% | 10,503 | $415K |
| Arizona State Retirement System | 0.00% | Add +7.7% | 10,455 | $413K |
| Central Pacific Bank - Trust Division | 0.06% | Add +3.5% | 10,392 | $411K |
| LPL Financial LLC | 0.00% | Add +7.9% | 10,326 | $408K |
| Inspire Investing, LLC | 0.04% | Add +16.7% | 10,124 | $400K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.9% | 10,120 | $400K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 9,766 | $386K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 9,634 | $381K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $380K |
| Inceptionr LLC | 0.08% | New | 9,068 | $359K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -4.4% | 8,978 | $355K |
| Smith Salley Wealth Management | 0.02% | No change | 8,954 | $354K |
| Creative Planning | 0.00% | Reduce -13.2% | 8,844 | $350K |
| Aquatic Capital Management LLC | 0.01% | New | 8,754 | $346K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -20.2% | 8,679 | $343K |
| Benjamin Edwards Inc. | 0.00% | Add +10.3% | 8,516 | $337K |
| Howe & Rusling Inc. | 0.03% | Add +8.3% | 8,513 | $337K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.9% | 8,353 | $330K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.1% | 8,975 | $318K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 8,034 | $318K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 7,555 | $299K |
| Ballentine Partners, LLC | 0.01% | Add +1.1% | 7,367 | $291K |
| Park Avenue Securities LLC | 0.00% | Add +61.8% | 6,990 | $276K |
| Two Sigma Advisers, LP | 0.00% | Reduce -39.5% | 6,900 | $273K |
| Hamilton Capital Partners Inc. | 0.02% | Add +19.9% | 6,844 | $271K |
| KLP Kapitalforvaltning As | 0.00% | — | 6,700 | $265K |
| Verition Fund Management LLC | 0.00% | New | 6,628 | $262K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | Add +17.5% | 6,313 | $250K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 6,262 | $248K |
| XTX Topco Ltd | 0.02% | Add +0.1% | 6,158 | $244K |
| Handelsbanken Fonder AB | 0.00% | Add +7.1% | 6,000 | $237K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +7.8% | 5,594 | $221K |
| Synovus Financial Corp. | 0.00% | No change | 5,500 | $218K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.4% | 5,238 | $207K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $206K |
| FMR LLC | 0.00% | Reduce -2.9% | 4,238 | $168K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.9% | 4,157 | $164K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,345 | $132K |
| New York State Teachers Retirement System | 0.00% | No change | 3,165 | $125K |
| Principal Securities, Inc. | 0.00% | Add +99.7% | 3,000 | $119K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,922 | $115K |
| Concord Wealth Partners | 0.02% | No change | 2,850 | $113K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.7% | 2,569 | $102K |
| AlphaQuest LLC | 0.01% | Reduce -86.1% | 2,383 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.3% | 2,078 | $82K |
| Venturi Wealth Management, LLC | 0.00% | New | 1,789 | $71K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,600 | $63K |
| Amalgamated Bank | 0.00% | No change | 1,148 | $45K |
| Simplex Trading, LLC | 0.00% | New | 1,097 | $43K |
| Quadrant Capital Group LLC | 0.00% | Reduce -31.4% | 924 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 817 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +59.9% | 681 | $28K |
| Riverview Trust Co | 0.02% | No change | 684 | $27K |
| Picton Mahoney Asset Management | 0.00% | New | 686 | $27K |
| R Squared Ltd | 0.02% | — | 590 | $23K |
| SouthState Bank Corp | 0.00% | No change | 550 | $22K |
| Independence Bank of Kentucky | 0.00% | Reduce -23.1% | 500 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 400 | $16K |
| Comerica Bank | 0.00% | Reduce -3.5% | 251 | $10K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 250 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 243 | $10K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 221 | $9K |
| GAMMA Investing LLC | 0.00% | Add +57.0% | 201 | $8K |
| Huntington National Bank | 0.00% | No change | 200 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +311.1% | 185 | $7K |
| Cwm, LLC | 0.00% | Add +6.7% | 176 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -99.8% | 174 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 170 | $7K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 153 | $5K |
| SBI Securities Co., Ltd. | 0.00% | — | 128 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.0% | 127 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.0% | 123 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -11.7% | 121 | $5K |
| Mather Group, Llc. | 0.00% | No change | 117 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 100 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $4K |
| MAI Capital Management | 0.00% | New | 85 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 40 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 48 | $2K |
| Rothschild Investment LLC | 0.00% | Add +12.5% | 45 | $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 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $989 |
| Larson Financial Group LLC | 0.00% | New | 22 | $870 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $633 |
| Brooklyn Investment Group | 0.00% | New | 14 | $516 |
| Allworth Financial LP | 0.00% | No change | 8 | $327 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.1% | 8 | $317 |
| GeoWealth Management, LLC | 0.00% | No change | 8 | $316 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $238 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.7% | 5 | $198 |
| IFP Advisors, Inc | 0.00% | New | 2 | $79 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $79 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $40 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $40 |
| Lazard Asset Management LLC | 0.00% | New | 7 | $0 |
| Hemington Wealth Management | 0.00% | Add +33.3% | 20 | $0 |
| 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.