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 |
| Creative Planning | 0.00% | Add +36.0% | 29,452 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.0% | 28,718 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -40.7% | 28,682 | $1.0M |
| Marshall Wace, LLP | 0.00% | Reduce -14.5% | 28,661 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | New | 24,202 | $852K |
| ExodusPoint Capital Management, LP | 0.01% | Add +42.4% | 23,821 | $839K |
| SG Americas Securities, LLC | 0.00% | Add +177.7% | 23,632 | $832K |
| Persistent Asset Partners Ltd | 0.58% | Reduce -3.2% | 22,727 | $800K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.7% | 22,536 | $794K |
| Truist Financial Corp. | 0.00% | Add +9.5% | 22,432 | $790K |
| First Trust Advisors LP | 0.00% | Reduce -55.9% | 21,348 | $752K |
| MetLife Investment Management, LLC | 0.00% | No change | 20,854 | $734K |
| Engineers Gate Manager LP | 0.01% | New | 20,357 | $717K |
| Cetera Investment Advisers | 0.00% | Add +23.0% | 20,113 | $708K |
| Graham Capital Management, L.P. | 0.04% | Add +14.9% | 19,783 | $697K |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +17.3% | 19,620 | $691K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.7% | 19,015 | $670K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 18,000 | $634K |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +49.6% | 17,980 | $633K |
| Aviance Capital Partners, LLC | 0.07% | Reduce -9.9% | 17,243 | $607K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 16,434 | $579K |
| Parsons Capital Management Inc. | 0.03% | Add +6.5% | 14,700 | $518K |
| Emerald Mutual Fund Advisers Trust | 0.03% | New | 14,526 | $512K |
| Benjamin Edwards Inc. | 0.01% | Add +16.7% | 14,368 | $506K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.3% | 14,289 | $504K |
| Intech Investment Management LLC | 0.00% | Add +1.8% | 14,176 | $499K |
| Inspire Investing, LLC | 0.04% | Reduce -0.9% | 12,911 | $455K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 12,876 | $453K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.3% | 12,630 | $445K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 12,612 | $444K |
| Quantinno Capital Management LP | 0.00% | Add +72.0% | 12,470 | $439K |
| New York State Common Retirement Fund | 0.00% | No change | 12,184 | $429K |
| Inceptionr LLC | 0.10% | Add +55.7% | 11,803 | $416K |
| Park Avenue Securities LLC | 0.00% | Add +23.7% | 11,749 | $414K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -67.7% | 11,020 | $388K |
| Aigen Investment Management, LP | 0.06% | Add +29.3% | 10,966 | $386K |
| Howe & Rusling Inc. | 0.03% | No change | 10,929 | $385K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 10,796 | $380K |
| Signaturefd, LLC | 0.01% | Add +1.4% | 10,454 | $368K |
| Banc Funds Co. LLC | 0.06% | No change | 10,350 | $365K |
| Mariner, LLC | 0.00% | New | 9,871 | $348K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.2% | 9,763 | $344K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,604 | $338K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.6% | 9,450 | $333K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.7% | 9,089 | $320K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 8,978 | $316K |
| Aquatic Capital Management LLC | 0.01% | Add +52.7% | 8,958 | $316K |
| Smith Salley Wealth Management | 0.02% | No change | 8,954 | $315K |
| Ballentine Partners, LLC | 0.00% | Add +2.6% | 8,894 | $313K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 8,862 | $312K |
| KLP Kapitalforvaltning As | 0.00% | Add +22.4% | 8,200 | $289K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,110 | $286K |
| Quadrant Capital Group LLC | 0.01% | No change | 7,973 | $281K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +30.7% | 7,913 | $279K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 7,481 | $263K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,383 | $260K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,236 | $255K |
| Los Angeles Capital Management LLC | 0.00% | New | 6,803 | $240K |
| Voya Investment Management LLC | 0.00% | Reduce -33.0% | 6,617 | $233K |
| US Bancorp \de | 0.00% | Reduce -20.3% | 6,457 | $227K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | New | 6,323 | $223K |
| HSBC Holdings PLC | 0.00% | New | 6,357 | $221K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 6,049 | $213K |
| Principal Securities, Inc. | 0.00% | Add +9.5% | 5,617 | $198K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,214 | $184K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -21.4% | 4,848 | $174K |
| Cwm, LLC | 0.00% | Add +9.7% | 4,284 | $151K |
| Centaurus Financial, Inc. | 0.01% | Reduce -68.7% | 3,335 | $117K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.7% | 2,955 | $104K |
| Concord Wealth Partners | 0.01% | No change | 2,850 | $100K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 2,556 | $90K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.6% | 2,276 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.2% | 1,807 | $64K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,789 | $63K |
| Sterling Capital Management LLC | 0.00% | Add +145.5% | 1,419 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +60.1% | 1,364 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,333 | $47K |
| Amalgamated Bank | 0.00% | No change | 1,201 | $42K |
| Arax Advisory Partners | 0.00% | New | 837 | $29K |
| GAMMA Investing LLC | 0.00% | Add +62.7% | 636 | $22K |
| Larson Financial Group LLC | 0.00% | Add +13.0% | 575 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $18K |
| First Horizon Corp. | 0.00% | — | 400 | $14K |
| Quarry LP | 0.00% | New | 364 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 293 | $10K |
| Optiver Holding B.V. | 0.00% | New | 266 | $9K |
| First Command Advisory Services, Inc. | 0.00% | New | 205 | $7K |
| Huntington National Bank | 0.00% | No change | 200 | $7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -9.3% | 196 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 174 | $6K |
| Cloud Capital Management, LLC | 0.00% | New | 190 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +5.2% | 161 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.3% | 155 | $6K |
| SBI Securities Co., Ltd. | 0.00% | No change | 128 | $5K |
| Mather Group, Llc. | 0.00% | New | 117 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.1% | 107 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $4K |
| Wealthspire Advisors, LLC | 0.00% | New | 81 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 77 | $3K |
| Essential Partners LLC | 0.00% | No change | 76 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 76 | $3K |
| MAI Capital Management | 0.00% | Reduce -29.3% | 75 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -17.6% | 70 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 65 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 48 | $2K |
| Allworth Financial LP | 0.00% | Add +121.7% | 51 | $2K |
| Abound Wealth Management | 0.00% | No change | 40 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 38 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 38 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30 | $1K |
| Covestor Ltd | 0.00% | Reduce -29.4% | 36 | $1K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 22 | $775 |
| Missouri Trust & Investment Co | 0.00% | No change | 16 | $564 |
| Parkside Financial Bank & Trust | 0.00% | New | 15 | $529 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $494 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 14 | $493 |
| Clearstead Advisors, LLC | 0.00% | New | 12 | $423 |
| Strategic Advocates LLC | 0.00% | New | 6 | $211 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $141 |
| Root Financial Partners, LLC | 0.00% | New | 4 | $141 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3 | $106 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $78 |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.