Live Oak BancsharesLOB
13F holders, Q2 2025 (June 30)209holders −15
23new positions
38sold out
6famous investors
$29.80avg. 13F price*
At the end of Q2 2025, 209 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, down 15 from Q1 2025. 23 opened new positions and 38 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($194.0M), BlackRock, Inc. ($81.3M) and Vanguard Group Inc. ($80.1M). 6 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $13.2M |
| Exits | 38 | $19.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,755,622 shares bought and 2,073,592 shares sold, net +682,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +0.4% | 6,510,197 | $194.0M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 2,728,375 | $81.3M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 2,688,507 | $80.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.19% | Add +21.1% | 1,880,972 | $56.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.9% | 1,540,164 | $45.9M |
| State Street Corp. | 0.00% | Add +2.8% | 1,302,631 | $38.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -14.0% | 917,663 | $27.3M |
| Southernsun Asset Management, LLC | 3.76% | Add +3.2% | 899,729 | $26.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 817,181 | $24.4M |
| Millennium Management | 0.02% | Reduce -7.0% | 639,836 | $19.1M |
| D. E. Shaw & Co. | 0.01% | Add +15.0% | 442,173 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.1% | 391,276 | $11.7M |
| Motley Fool Wealth Management, LLC | 0.66% | Add +38.9% | 366,608 | $10.9M |
| CenterBook Partners LP | 0.59% | Add +105.3% | 356,416 | $10.6M |
| Trust Co of the South | 1.75% | Reduce -0.2% | 330,000 | $9.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +105.8% | 324,348 | $9.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 298,297 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.2% | 295,171 | $8.8M |
| Nuveen, LLC | 0.00% | Reduce -4.9% | 289,458 | $8.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 286,477 | $8.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +22.0% | 282,350 | $8.4M |
| Citadel Advisors | 0.01% | Reduce -17.8% | 256,231 | $7.6M |
| Morgan Stanley | 0.00% | Add +36.1% | 229,985 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -21.3% | 222,493 | $6.6M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -22.9% | 205,164 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 200,403 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.9% | 181,269 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.9% | 179,683 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 176,730 | $5.3M |
| Numerai GP LLC | 0.75% | Add +173.2% | 175,023 | $5.2M |
| Algert Global LLC | 0.10% | Add +68.7% | 167,520 | $5.0M |
| Boothbay Fund Management, LLC | 0.15% | New | 158,450 | $4.7M |
| Squarepoint Ops LLC | 0.01% | Add +53.6% | 153,078 | $4.6M |
| Rice Hall James & Associates, LLC | 0.24% | Reduce -4.7% | 148,233 | $4.4M |
| Bank of America Corp. | 0.00% | Add +12.6% | 128,823 | $3.8M |
| Tudor Investment Corporation | 0.03% | Reduce -8.7% | 126,023 | $3.8M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +40.6% | 123,548 | $3.7M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -36.5% | 121,116 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +67.0% | 115,141 | $3.4M |
| UBS Group AG | 0.00% | Reduce -0.8% | 112,769 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +56.4% | 111,366 | $3.3M |
| Trexquant Investment LP | 0.04% | Add +75.3% | 107,433 | $3.2M |
| Motley Fool Asset Management LLC | 0.14% | Add +16.3% | 101,910 | $3.0M |
| American Century Companies Inc. | 0.00% | Reduce -21.5% | 95,253 | $2.8M |
| E. Ohman J:or Asset Management AB | 0.07% | Add +2.8% | 92,505 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +59.3% | 91,971 | $2.7M |
| Walleye Capital LLC | 0.03% | Add +61.8% | 90,117 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 89,204 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +8.1% | 89,187 | $2.7M |
| Barclays PLC | 0.00% | Add +41.3% | 86,477 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -34.0% | 81,758 | $2.4M |
| TD Asset Management Inc | 0.00% | No change | 73,366 | $2.2M |
| Profit Investment Management, LLC | 1.91% | No change | 71,135 | $2.1M |
| Jump Financial, LLC | 0.03% | Add +132.1% | 71,094 | $2.1M |
| one8zero8, LLC | 0.50% | Reduce -6.5% | 70,536 | $2.1M |
| Swiss National Bank | 0.00% | No change | 70,100 | $2.1M |
| PMC FIG Opportunities LLC | 3.02% | New | 68,077 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -48.6% | 67,903 | $2.0M |
| Empowered Funds, LLC | 0.02% | Reduce -0.3% | 65,697 | $2.0M |
| AQR Capital Management | 0.00% | Add +543.6% | 61,080 | $1.8M |
| Dark Forest Capital Management LP | 0.07% | Reduce -12.8% | 60,079 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 59,960 | $1.8M |
| Bragg Financial Advisors, Inc | 0.06% | No change | 59,402 | $1.8M |
| Chatham Capital Group, Inc. | 0.26% | Reduce -0.6% | 56,923 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +9.8% | 55,374 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +35.8% | 54,100 | $1.6M |
| Invesco Ltd. | 0.00% | Add +3.2% | 52,766 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +17.0% | 52,239 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +33.2% | 51,009 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +0.4% | 50,199 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Add +35.4% | 49,358 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +146.0% | 48,357 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -83.6% | 48,347 | $1.4M |
| Quantbot Technologies LP | 0.04% | Reduce -25.1% | 47,717 | $1.4M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -4.5% | 45,570 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -30.5% | 45,500 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -55.1% | 42,224 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +125.7% | 41,964 | $1.2M |
| PDT Partners, LLC | 0.07% | Add +393.0% | 41,621 | $1.2M |
| Sei Investments Co. | 0.00% | Add +21.3% | 40,909 | $1.2M |
| Legal & General Group Plc | 0.00% | Add +5.1% | 39,041 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.0% | 38,067 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 37,648 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 37,561 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 34,752 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.8% | 34,590 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +100.1% | 34,148 | $1.0M |
| Homestead Advisers Corp | 0.02% | No change | 34,100 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 33,611 | $1.0M |
| Marshall Wace, LLP | 0.00% | Reduce -64.8% | 33,535 | $999K |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 33,254 | $991K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 31,885 | $951K |
| Level Four Advisory Services, LLC | 0.03% | Add +12.2% | 30,765 | $917K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 29,767 | $887K |
| Stifel Financial Corp. | 0.00% | Add +9.8% | 29,369 | $875K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 28,638 | $853K |
| Pinnacle Associates Ltd. | 0.01% | Add +25.9% | 27,059 | $806K |
| LPL Financial LLC | 0.00% | Add +36.4% | 26,669 | $795K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -42.2% | 22,442 | $724K |
| Persistent Asset Partners Ltd | 0.61% | New | 23,473 | $699K |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.