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 |
| FMR LLC | 0.00% | Add +373.0% | 21,664 | $646K |
| Creative Planning | 0.00% | Reduce -17.6% | 21,658 | $645K |
| Gsa Capital Partners LLP | 0.04% | Add +61.0% | 21,586 | $643K |
| MetLife Investment Management, LLC | 0.00% | Add +0.6% | 20,854 | $621K |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 20,486 | $610K |
| Arcus Capital Partners, LLC | 0.26% | No change | 20,000 | $596K |
| State of Wisconsin Investment Board | 0.00% | New | 19,716 | $588K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.9% | 19,383 | $578K |
| Aviance Capital Partners, LLC | 0.07% | Reduce -35.4% | 19,143 | $570K |
| Point72 Asset Management | 0.00% | Reduce -37.8% | 18,986 | $566K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 18,000 | $536K |
| Graham Capital Management, L.P. | 0.02% | Add +91.8% | 17,219 | $513K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -26.6% | 16,734 | $499K |
| Susquehanna Fundamental Investments, LLC | 0.01% | No change | 16,720 | $498K |
| Cetera Investment Advisers | 0.00% | Reduce -8.6% | 16,351 | $487K |
| Loomis Sayles & Co. L P | 0.00% | No change | 15,186 | $453K |
| HRT Financial LP | 0.00% | Reduce -15.9% | 14,095 | $420K |
| Janus Henderson Group PLC | 0.00% | Reduce -39.5% | 14,061 | $419K |
| Intech Investment Management LLC | 0.00% | Reduce -39.7% | 13,926 | $415K |
| Parsons Capital Management Inc. | 0.03% | No change | 13,800 | $411K |
| Inspire Investing, LLC | 0.04% | Add +1.1% | 13,030 | $388K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.8% | 12,876 | $384K |
| Central Pacific Bank - Trust Division | 0.05% | Add +21.4% | 12,612 | $376K |
| Palogic Value Management, L.P. | 0.16% | New | 12,500 | $373K |
| Benjamin Edwards Inc. | 0.00% | Add +11.6% | 12,316 | $367K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $363K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 12,020 | $358K |
| Howe & Rusling Inc. | 0.02% | Add +11.0% | 10,929 | $326K |
| Arizona State Retirement System | 0.00% | Add +2.6% | 10,643 | $317K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.7% | 10,640 | $317K |
| Banc Funds Co. LLC | 0.05% | No change | 10,350 | $308K |
| Signaturefd, LLC | 0.01% | Reduce -3.7% | 10,308 | $307K |
| Centiva Capital, LP | 0.02% | New | 10,002 | $298K |
| Voya Investment Management LLC | 0.00% | Add +0.9% | 9,880 | $294K |
| Advisory Services Network, LLC | 0.00% | Reduce -48.7% | 9,247 | $292K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -17.8% | 9,700 | $289K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $286K |
| Park Avenue Securities LLC | 0.00% | New | 9,499 | $283K |
| Jane Street Group, LLC | 0.00% | Reduce -95.3% | 9,456 | $282K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 8,978 | $268K |
| Smith Salley Wealth Management | 0.02% | No change | 8,954 | $267K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 8,851 | $264K |
| Ballentine Partners, LLC | 0.00% | Add +14.9% | 8,671 | $258K |
| AlphaQuest LLC | 0.03% | Reduce -63.9% | 8,567 | $255K |
| SG Americas Securities, LLC | 0.00% | Add +15.0% | 8,509 | $254K |
| Aigen Investment Management, LP | 0.03% | New | 8,481 | $253K |
| Ieq Capital, LLC | 0.00% | New | 8,422 | $251K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.6% | 8,110 | $242K |
| US Bancorp \de | 0.00% | Add +2.1% | 8,102 | $241K |
| Quadrant Capital Group LLC | 0.01% | Reduce -9.0% | 7,973 | $238K |
| Inceptionr LLC | 0.05% | New | 7,579 | $226K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,555 | $225K |
| Public Employees Retirement System of Ohio | 0.00% | Add +37.5% | 7,481 | $223K |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 7,252 | $216K |
| Quantinno Capital Management LP | 0.00% | New | 7,250 | $216K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,700 | $200K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +111.2% | 6,170 | $184K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -49.0% | 6,054 | $180K |
| Aquatic Capital Management LLC | 0.00% | Add +17.0% | 5,868 | $175K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $155K |
| Principal Securities, Inc. | 0.00% | Add +70.9% | 5,128 | $153K |
| Cwm, LLC | 0.00% | Add +1547.3% | 3,904 | $116K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,345 | $100K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +138.9% | 3,182 | $95K |
| Concord Wealth Partners | 0.01% | No change | 2,850 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 2,574 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +78.4% | 1,311 | $39K |
| Amalgamated Bank | 0.00% | No change | 1,201 | $36K |
| Jones Financial Companies LLLP | 0.00% | Add +735.3% | 852 | $26K |
| Sterling Capital Management LLC | 0.00% | Add +430.3% | 578 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -43.7% | 509 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 400 | $12K |
| GAMMA Investing LLC | 0.00% | Add +10.4% | 391 | $12K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 216 | $6K |
| Huntington National Bank | 0.00% | No change | 200 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 174 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +2.0% | 153 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 153 | $5K |
| Brooklyn Investment Group | 0.00% | Add +145.2% | 152 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.8% | 138 | $4K |
| Simplex Trading, LLC | 0.00% | New | 135 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 128 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 118 | $4K |
| MAI Capital Management | 0.00% | Add +24.7% | 106 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.1% | 93 | $3K |
| Rothschild Investment LLC | 0.00% | Add +54.5% | 85 | $3K |
| Versant Capital Management, Inc | 0.00% | Add +32.8% | 77 | $2K |
| Essential Partners LLC | 0.00% | — | 76 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +105.4% | 76 | $2K |
| Covestor Ltd | 0.00% | Add +1600.0% | 51 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $1K |
| Rise Advisors, LLC | 0.00% | New | 38 | $1K |
| Parallel Advisors, LLC | 0.00% | Reduce -65.1% | 38 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 48 | $1K |
| Allworth Financial LP | 0.00% | Add +76.9% | 23 | $686 |
| Whittier Trust Co. | 0.00% | Reduce -50.0% | 19 | $566 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $477 |
| True Wealth Design, LLC | 0.00% | New | 14 | $418 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +133.3% | 14 | $417 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $298 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 4 | $120 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -88.0% | 3 | $90 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 2 | $60 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $33 |
| National Bank of Canada | 0.00% | New | 1 | $30 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.