Live Oak BancsharesLOB
13F holders, Q3 2025 (September 30)223holders +14
27new positions
12sold out
6famous investors
$35.21avg. 13F price*
At the end of Q3 2025, 223 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, up 14 from Q2 2025. 27 opened new positions and 12 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($229.7M), BlackRock, Inc. ($113.4M) and Vanguard Group Inc. ($94.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Live Oak Bancshares Inc.
- CUSIP
- 53803X105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $5.6M |
| Exits | 12 | $2.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,509,882 shares bought and 2,831,800 shares sold, net −321,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +0.2% | 6,520,922 | $229.7M |
| BlackRock, Inc. | 0.00% | Add +18.0% | 3,219,488 | $113.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 2,685,446 | $94.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.20% | Reduce -5.6% | 1,776,292 | $62.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 1,545,210 | $54.4M |
| State Street Corp. | 0.00% | Reduce -4.4% | 1,245,137 | $43.9M |
| Southernsun Asset Management, LLC | 4.08% | Reduce -0.6% | 894,310 | $31.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 826,215 | $29.1M |
| Ameriprise Financial Inc. | 0.00% | Add +366.9% | 519,957 | $18.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +14.3% | 370,869 | $13.1M |
| Trust Co of the South | 1.93% | No change | 330,000 | $11.6M |
| Motley Fool Wealth Management, LLC | 0.78% | Reduce -10.7% | 327,489 | $11.5M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 304,641 | $10.7M |
| Nuveen, LLC | 0.00% | Add +4.3% | 301,823 | $10.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 294,678 | $10.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 290,567 | $10.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.1% | 289,072 | $10.2M |
| Morgan Stanley | 0.00% | Add +24.4% | 286,077 | $10.1M |
| Millennium Management | 0.01% | Reduce -55.8% | 282,933 | $10.0M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -2.0% | 276,667 | $9.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -37.7% | 275,455 | $9.7M |
| Algert Global LLC | 0.14% | Add +37.6% | 230,466 | $8.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Reduce -75.8% | 222,024 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 205,933 | $7.3M |
| Bank of America Corp. | 0.00% | Add +54.1% | 198,553 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 185,944 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 176,373 | $6.2M |
| Tudor Investment Corporation | 0.04% | Add +39.4% | 175,667 | $6.2M |
| Whittier Trust Co. | 0.07% | Add +937663.2% | 178,175 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -19.4% | 165,283 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.6% | 161,186 | $5.7M |
| Citadel Advisors | 0.00% | Reduce -37.1% | 161,131 | $5.7M |
| Rice Hall James & Associates, LLC | 0.30% | Add +6.1% | 157,321 | $5.5M |
| Boothbay Fund Management, LLC | 0.15% | Reduce -0.9% | 157,055 | $5.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +25.8% | 155,362 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Add +267.5% | 155,173 | $5.5M |
| CenterBook Partners LP | 0.26% | Reduce -58.4% | 148,328 | $5.2M |
| Bridgeway Capital Management, LLC | 0.11% | Add +16.8% | 141,402 | $5.0M |
| UBS Group AG | 0.00% | Add +10.1% | 124,185 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +51.7% | 124,036 | $4.4M |
| Walleye Capital LLC | 0.04% | Add +29.3% | 116,498 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Add +695.9% | 111,916 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +7.6% | 102,500 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +7761.4% | 103,063 | $3.6M |
| Trexquant Investment LP | 0.04% | Reduce -8.9% | 97,856 | $3.4M |
| AQR Capital Management | 0.00% | Add +54.4% | 94,279 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -39.5% | 92,628 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 90,602 | $3.2M |
| E. Ohman J:or Asset Management AB | 0.07% | Reduce -2.5% | 90,185 | $3.2M |
| Empowered Funds, LLC | 0.03% | Add +30.9% | 85,983 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -28.6% | 82,174 | $2.9M |
| Dark Forest Capital Management LP | 0.11% | Add +32.3% | 79,497 | $2.8M |
| one8zero8, LLC | 0.59% | Add +9.2% | 77,036 | $2.7M |
| TD Asset Management Inc | 0.00% | No change | 73,366 | $2.6M |
| PMC FIG Opportunities LLC | 3.81% | Add +3.9% | 70,707 | $2.5M |
| Swiss National Bank | 0.00% | Add +0.9% | 70,700 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +26.9% | 68,676 | $2.4M |
| Numerai GP LLC | 0.34% | Reduce -61.4% | 67,652 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +29.3% | 65,931 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 64,634 | $2.3M |
| Two Sigma Advisers, LP | 0.00% | Add +40.4% | 63,900 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -8.6% | 62,082 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 59,402 | $2.1M |
| Invesco Ltd. | 0.00% | Add +11.6% | 58,877 | $2.1M |
| Chatham Capital Group, Inc. | 0.29% | Reduce -0.7% | 56,503 | $2.0M |
| HRT Financial LP | 0.01% | Add +296.3% | 55,853 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +31.1% | 55,017 | $1.9M |
| Barclays PLC | 0.00% | Reduce -37.0% | 54,485 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +61.6% | 54,320 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +3.8% | 54,222 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 53,695 | $1.9M |
| FMR LLC | 0.00% | Add +144.1% | 52,874 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.6% | 50,921 | $1.8M |
| Curi Capital, LLC | 0.03% | No change | 50,199 | $1.8M |
| Motley Fool Asset Management LLC | 0.07% | Reduce -51.1% | 49,788 | $1.8M |
| Profit Investment Management, LLC | 2.14% | Reduce -32.1% | 48,274 | $1.7M |
| Mendon Capital Advisors Corp. | 0.77% | New | 49,750 | $1.7M |
| Quantbot Technologies LP | 0.04% | Reduce -8.2% | 43,799 | $1.5M |
| Sei Investments Co. | 0.00% | Add +3.4% | 42,304 | $1.5M |
| PDT Partners, LLC | 0.09% | No change | 41,621 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +336.8% | 41,302 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -17.6% | 40,652 | $1.4M |
| Jump Financial, LLC | 0.02% | Reduce -44.5% | 39,484 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +4.7% | 39,402 | $1.4M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -13.6% | 39,395 | $1.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 38,855 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 38,049 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +92.2% | 37,884 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 37,561 | $1.3M |
| Point72 Asset Management | 0.00% | Add +95.4% | 37,100 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 35,299 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Add +18.5% | 35,267 | $1.2M |
| Homestead Advisers Corp | 0.03% | No change | 34,100 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 33,676 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 33,256 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +10.2% | 31,548 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.04% | Reduce -7.5% | 32,133 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +2.1% | 31,426 | $1.1M |
| LPL Financial LLC | 0.00% | Add +16.0% | 30,928 | $1.1M |
| AlphaQuest LLC | 0.07% | Add +260.6% | 30,893 | $1.1M |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.