Live Oak BancsharesLOB
13F holders, Q1 2025 (March 31)224holders +8
40new positions
32sold out
7famous investors
$26.66avg. 13F price*
At the end of Q1 2025, 224 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, up 8 from Q4 2024. 40 opened new positions and 32 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($172.9M), BlackRock, Inc. ($72.0M) and Vanguard Group Inc. ($70.9M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $27.0M |
| Exits | 32 | $115.1M |
All 13F filers, Q4 2024 → Q1 2025: 4,499,948 shares bought and 4,656,191 shares sold, net −156,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +1.0% | 6,484,524 | $172.9M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 2,701,758 | $72.0M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 2,657,737 | $70.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.15% | Add +0.9% | 1,553,397 | $41.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 1,427,345 | $38.1M |
| State Street Corp. | 0.00% | Reduce -5.3% | 1,267,430 | $33.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -12.8% | 1,066,891 | $28.4M |
| Southernsun Asset Management, LLC | 3.37% | Add +9.4% | 871,934 | $23.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 794,951 | $21.2M |
| Millennium Management | 0.02% | Add +655.5% | 687,885 | $18.3M |
| D. E. Shaw & Co. | 0.01% | Add +141.8% | 384,486 | $10.3M |
| Balyasny Asset Management L.P. | 0.03% | Add +2211.7% | 369,070 | $9.8M |
| Trust Co of the South | 1.84% | No change | 330,600 | $8.8M |
| Citadel Advisors | 0.01% | Add +230.5% | 311,741 | $8.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 306,544 | $8.2M |
| Nuveen, LLC | 0.00% | — | 304,420 | $8.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.6% | 298,773 | $8.0M |
| Citigroup Inc. | 0.01% | Add +428.2% | 295,250 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +186.7% | 282,704 | $7.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 280,875 | $7.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +182.3% | 265,965 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.2% | 264,122 | $7.0M |
| Motley Fool Wealth Management, LLC | 0.42% | Add +80.5% | 263,859 | $7.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -1.9% | 231,441 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +1263.2% | 201,816 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Add +91.2% | 190,682 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +48.6% | 188,366 | $5.0M |
| CenterBook Partners LP | 0.29% | Add +49.2% | 173,565 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +27.2% | 169,650 | $4.5M |
| Morgan Stanley | 0.00% | Add +0.7% | 168,926 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 165,208 | $4.4M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -1.2% | 157,598 | $4.2M |
| Rice Hall James & Associates, LLC | 0.24% | Add +20.2% | 155,471 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.4% | 145,117 | $3.9M |
| Tudor Investment Corporation | 0.03% | Add +125.1% | 137,963 | $3.7M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 132,020 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +44.0% | 123,840 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -23.8% | 121,307 | $3.2M |
| Bank of America Corp. | 0.00% | Add +89.3% | 114,441 | $3.1M |
| UBS Group AG | 0.00% | Add +7.6% | 113,690 | $3.0M |
| Squarepoint Ops LLC | 0.01% | New | 99,651 | $2.7M |
| Algert Global LLC | 0.07% | Add +2.6% | 99,316 | $2.6M |
| Marshall Wace, LLP | 0.00% | New | 95,398 | $2.5M |
| Two Sigma Investments, LP | 0.01% | New | 94,074 | $2.5M |
| E. Ohman J:or Asset Management AB | 0.06% | Add +81.3% | 89,969 | $2.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +73.0% | 87,874 | $2.3M |
| Motley Fool Asset Management LLC | 0.13% | Add +38.7% | 87,640 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 86,145 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +16.7% | 82,471 | $2.2M |
| one8zero8, LLC | 0.48% | Add +11.0% | 75,476 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +3.4% | 73,366 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -91.4% | 71,199 | $1.9M |
| Profit Investment Management, LLC | 1.76% | No change | 71,135 | $1.9M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 70,100 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 68,937 | $1.8M |
| Dark Forest Capital Management LP | 0.08% | New | 68,867 | $1.8M |
| Empowered Funds, LLC | 0.03% | New | 65,931 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +849.3% | 65,500 | $1.7M |
| Numerai GP LLC | 0.32% | New | 64,073 | $1.7M |
| Quantbot Technologies LP | 0.05% | Add +285.3% | 63,721 | $1.7M |
| Trexquant Investment LP | 0.02% | Add +34.6% | 61,284 | $1.6M |
| Barclays PLC | 0.00% | Reduce -22.5% | 61,193 | $1.6M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 59,402 | $1.6M |
| Norges Bank | 0.00% | Reduce -42.8% | 58,635 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.5% | 57,734 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 57,466 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +61.1% | 57,438 | $1.5M |
| Chatham Capital Group, Inc. | 0.25% | Add +4.6% | 57,253 | $1.5M |
| Walleye Capital LLC | 0.02% | New | 55,693 | $1.5M |
| Renaissance Technologies | 0.00% | New | 52,400 | $1.4M |
| Invesco Ltd. | 0.00% | Add +0.8% | 51,152 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +0.7% | 50,430 | $1.3M |
| Curi Capital, LLC | 0.03% | No change | 50,000 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -28.5% | 47,730 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.0% | 44,661 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -63.4% | 39,841 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +100.6% | 38,802 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 38,385 | $1.0M |
| Verition Fund Management LLC | 0.01% | Add +477.7% | 38,290 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.6% | 38,080 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 37,370 | $996K |
| Legal & General Group Plc | 0.00% | Reduce -3.8% | 37,156 | $993K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -19.6% | 36,455 | $972K |
| Homestead Advisers Corp | 0.02% | Reduce -72.3% | 34,100 | $909K |
| MML Investors Services, LLC | 0.00% | Add +23.9% | 33,725 | $899K |
| Sei Investments Co. | 0.00% | Add +47.8% | 33,719 | $899K |
| California State Teachers Retirement System | 0.00% | No change | 33,580 | $895K |
| Jump Financial, LLC | 0.01% | New | 30,637 | $817K |
| Point72 Asset Management | 0.00% | Reduce -58.9% | 30,500 | $813K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 29,662 | $791K |
| Aviance Capital Partners, LLC | 0.11% | New | 29,615 | $790K |
| Osaic Holdings, Inc. | 0.00% | Add +10.5% | 28,781 | $767K |
| Level Four Advisory Services, LLC | 0.03% | Add +41.0% | 27,412 | $731K |
| Stifel Financial Corp. | 0.00% | Add +17.3% | 26,737 | $713K |
| Principal Financial Group Inc. | 0.00% | Add +1.1% | 26,437 | $705K |
| Creative Planning | 0.00% | Add +197.2% | 26,288 | $701K |
| Virtu Financial LLC | 0.04% | New | 24,651 | $657K |
| AlphaQuest LLC | 0.07% | Add +897.0% | 23,758 | $633K |
| Janus Henderson Group PLC | 0.00% | Add +65.3% | 23,242 | $617K |
| Intech Investment Management LLC | 0.01% | Add +44.4% | 23,079 | $615K |
| ExodusPoint Capital Management, LP | 0.01% | New | 22,787 | $608K |
| Pinnacle Associates Ltd. | 0.01% | No change | 21,484 | $573K |
| Truist Financial Corp. | 0.00% | Add +28.3% | 20,933 | $558K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 20,729 | $553K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 20,594 | $549K |
| Arcus Capital Partners, LLC | 0.21% | No change | 20,000 | $533K |
| Caxton Associates LLP | 0.02% | — | 19,919 | $531K |
| First Trust Advisors LP | 0.00% | Add +23.1% | 19,659 | $524K |
| LPL Financial LLC | 0.00% | Add +89.4% | 19,555 | $521K |
| Royal Bank of Canada | 0.00% | Add +28.7% | 18,592 | $495K |
| HSBC Holdings PLC | 0.00% | Reduce -10.4% | 18,365 | $487K |
| Advisory Services Network, LLC | 0.01% | Reduce -51.9% | 18,019 | $480K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 18,000 | $480K |
| Cetera Investment Advisers | 0.00% | Add +14.5% | 17,879 | $477K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +55.6% | 17,066 | $455K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 16,987 | $453K |
| HRT Financial LP | 0.00% | New | 16,753 | $446K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 16,720 | $446K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -93.5% | 15,186 | $405K |
| Twinbeech Capital LP | 0.01% | New | 13,885 | $370K |
| Parsons Capital Management Inc. | 0.02% | No change | 13,800 | $368K |
| Engineers Gate Manager LP | 0.01% | New | 13,582 | $362K |
| Gsa Capital Partners LLP | 0.03% | New | 13,408 | $357K |
| Olympiad Research LP | 0.41% | New | 13,044 | $348K |
| Inspire Investing, LLC | 0.04% | Add +27.3% | 12,884 | $343K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12,531 | $334K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $325K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.2% | 11,860 | $316K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -7.8% | 11,800 | $315K |
| Jain Global LLC | 0.01% | New | 11,220 | $299K |
| Benjamin Edwards Inc. | 0.00% | Add +29.6% | 11,038 | $294K |
| Centaurus Financial, Inc. | 0.02% | Add +0.8% | 10,710 | $286K |
| Signaturefd, LLC | 0.01% | Add +2.0% | 10,709 | $286K |
| Prelude Capital Management, LLC | 0.03% | New | 10,443 | $278K |
| Central Pacific Bank - Trust Division | 0.04% | No change | 10,392 | $277K |
| Arizona State Retirement System | 0.00% | Reduce -0.8% | 10,370 | $276K |
| Banc Funds Co. LLC | 0.04% | Reduce -16.0% | 10,350 | $276K |
| Howe & Rusling Inc. | 0.02% | Add +15.7% | 9,848 | $263K |
| Voya Investment Management LLC | 0.00% | Reduce -7.4% | 9,789 | $261K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 9,724 | $259K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $256K |
| AQR Capital Management | 0.00% | Reduce -25.7% | 9,490 | $253K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 8,978 | $239K |
| Graham Capital Management, L.P. | 0.01% | New | 8,977 | $239K |
| Smith Salley Wealth Management | 0.02% | No change | 8,954 | $239K |
| Quadrant Capital Group LLC | 0.01% | Add +848.5% | 8,764 | $234K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.6% | 8,742 | $233K |
| PDT Partners, LLC | 0.02% | New | 8,443 | $225K |
| Hamilton Capital Partners Inc. | 0.01% | Add +22.8% | 8,403 | $224K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 7,934 | $212K |
| Cibc World Markets Corp. | 0.00% | New | 7,694 | $205K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,555 | $201K |
| Ballentine Partners, LLC | 0.00% | Add +2.5% | 7,549 | $201K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 7,506 | $200K |
| SG Americas Securities, LLC | 0.00% | Add +78.0% | 7,399 | $197K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,700 | $179K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 5,441 | $145K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $139K |
| Aquatic Capital Management LLC | 0.00% | Reduce -42.7% | 5,014 | $134K |
| FMR LLC | 0.00% | Add +8.1% | 4,580 | $122K |
| Principal Securities, Inc. | 0.00% | No change | 3,000 | $119K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,345 | $89K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,922 | $78K |
| Concord Wealth Partners | 0.01% | No change | 2,850 | $76K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,562 | $68K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,600 | $43K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,387 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -35.9% | 1,332 | $36K |
| Amalgamated Bank | 0.00% | Add +4.6% | 1,201 | $32K |
| Larson Financial Group LLC | 0.00% | Add +4009.1% | 904 | $24K |
| Quarry LP | 0.01% | New | 839 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -10.0% | 735 | $20K |
| Riverview Trust Co | 0.02% | No change | 684 | $18K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Add +207.7% | 680 | $18K |
| SouthState Bank Corp | 0.00% | No change | 550 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $13K |
| Group One Trading LLC | 0.00% | New | 500 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 400 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 400 | $11K |
| GAMMA Investing LLC | 0.00% | Add +76.1% | 354 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 250 | $7K |
| Cwm, LLC | 0.00% | Add +34.7% | 237 | $6K |
| Huntington National Bank | 0.00% | No change | 200 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 174 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.7% | 162 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 153 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -98.3% | 150 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 128 | $3K |
| Coldstream Capital Management Inc. | 0.00% | New | 123 | $3K |
| Mather Group, Llc. | 0.00% | No change | 117 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -35.9% | 109 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.1% | 109 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 102 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.2% | 95 | $3K |
| MAI Capital Management | 0.00% | No change | 85 | $2K |
| Brooklyn Investment Group | 0.00% | Add +342.9% | 62 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -48.8% | 62 | $2K |
| Versant Capital Management, Inc | 0.00% | New | 58 | $2K |
| Rothschild Investment LLC | 0.00% | Add +22.2% | 55 | $1K |
| Abound Wealth Management | 0.00% | No change | 40 | $1K |
| Whittier Trust Co. | 0.00% | No change | 38 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 48 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 37 | $987 |
| Fortitude Family Office, LLC | 0.00% | No change | 37 | $986 |
| Parkside Financial Bank & Trust | 0.00% | New | 30 | $800 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $667 |
| Hughes Financial Services, LLC | 0.00% | New | 17 | $456 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $427 |
| CoreCap Advisors, LLC | 0.00% | New | 16 | $427 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $400 |
| Allworth Financial LP | 0.00% | Add +62.5% | 13 | $344 |
| WealthTrak Capital Management LLC | 0.00% | New | 10 | $267 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 7 | $187 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $160 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.0% | 6 | $160 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $160 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -86.7% | 4 | $107 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $27 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $27 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $26 |
| Hemington Wealth Management | 0.00% | Reduce -15.0% | 17 | $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.