Live Oak BancsharesLOB
13F holders, Q4 2025 (December 31)229holders +6
27new positions
22sold out
5famous investors
$34.37avg. 13F price*
At the end of Q4 2025, 229 institutions reported holding Live Oak Bancshares Inc. (LOB) in their 13F filings, up 6 from Q3 2025. 27 opened new positions and 22 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($220.8M), BlackRock, Inc. ($122.8M) and Vanguard Group Inc. ($92.8M). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $102.8M |
| Exits | 22 | $12.8M |
All 13F filers, Q3 2025 → Q4 2025: 4,524,264 shares bought and 2,406,414 shares sold, net +2,117,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| T. Rowe Price Investment Management, Inc. | 0.14% | Reduce -1.4% | 6,428,502 | $220.8M |
| BlackRock, Inc. | 0.00% | Add +11.1% | 3,575,987 | $122.8M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 2,702,627 | $92.8M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.20% | Reduce -2.8% | 1,725,854 | $59.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.4% | 1,538,435 | $52.8M |
| State Street Corp. | 0.00% | Add +5.1% | 1,308,462 | $44.9M |
| NewEdge Wealth, LLC | 0.49% | New | 1,259,422 | $43.3M |
| Southernsun Asset Management, LLC | 4.93% | Add +15.1% | 1,029,108 | $35.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 817,436 | $28.1M |
| William Blair Investment Management, LLC | 0.06% | New | 648,561 | $22.3M |
| Loomis Sayles & Co. L P | 0.02% | New | 558,410 | $19.2M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce 0.0% | 370,859 | $12.7M |
| D. E. Shaw & Co. | 0.01% | Add +22.9% | 338,487 | $11.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 293,241 | $10.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 291,959 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 288,115 | $9.9M |
| Two Sigma Investments, LP | 0.02% | Add +84.4% | 286,160 | $9.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 285,092 | $9.8M |
| Motley Fool Wealth Management, LLC | 0.75% | Reduce -13.7% | 282,701 | $9.7M |
| Algert Global LLC | 0.15% | Add +18.7% | 273,509 | $9.4M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 273,097 | $9.4M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -3.7% | 266,543 | $9.2M |
| Millennium Management | 0.01% | Reduce -8.8% | 258,071 | $8.9M |
| Royce & Associates LP | 0.09% | New | 247,341 | $8.5M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +43.9% | 223,584 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +18.5% | 220,270 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 217,500 | $7.5M |
| Whittier Trust Co. | 0.08% | Add +11.6% | 198,877 | $7.2M |
| Citadel Advisors | 0.01% | Add +30.4% | 210,184 | $7.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Reduce -8.1% | 204,093 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 188,567 | $6.5M |
| Voloridge Investment Management, LLC | 0.02% | Add +8.3% | 178,965 | $6.1M |
| Bridgeway Capital Management, LLC | 0.13% | Add +24.8% | 176,402 | $6.1M |
| Trust Co of the South | 0.93% | Reduce -49.2% | 167,500 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +96.6% | 161,547 | $5.5M |
| UBS Group AG | 0.00% | Add +29.4% | 160,710 | $5.5M |
| Rice Hall James & Associates, LLC | 0.28% | Reduce -6.6% | 146,966 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +268.9% | 139,765 | $4.8M |
| CenterBook Partners LP | 0.23% | Reduce -8.1% | 136,265 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -74.2% | 134,335 | $4.6M |
| Walleye Capital LLC | 0.02% | Reduce -2.4% | 113,706 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Add +77.8% | 113,600 | $3.9M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +3.2% | 106,335 | $3.9M |
| Nuveen, LLC | 0.00% | Reduce -64.4% | 107,488 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -41.3% | 103,541 | $3.6M |
| AQR Capital Management | 0.00% | Add +8.6% | 102,401 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +48.6% | 102,063 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +43.9% | 93,020 | $3.2M |
| American Century Companies Inc. | 0.00% | Reduce -9.6% | 92,648 | $3.2M |
| E. Ohman J:or Asset Management AB | 0.07% | Add +0.2% | 90,331 | $3.1M |
| Empowered Funds, LLC | 0.05% | Add +0.2% | 86,150 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -30.9% | 85,693 | $2.9M |
| Pathfinder Wealth Consulting, Inc. | 1.81% | — | 83,327 | $2.9M |
| one8zero8, LLC | 0.57% | Reduce -1.4% | 75,935 | $2.6M |
| TD Asset Management Inc | 0.00% | No change | 73,366 | $2.5M |
| Swiss National Bank | 0.00% | Add +2.1% | 72,200 | $2.5M |
| Barclays PLC | 0.00% | Add +31.0% | 71,380 | $2.5M |
| Motley Fool Asset Management LLC | 0.09% | Add +36.9% | 68,135 | $2.3M |
| Numerai GP LLC | 0.28% | Add +0.3% | 67,878 | $2.3M |
| Dark Forest Capital Management LP | 0.10% | Reduce -18.8% | 64,574 | $2.2M |
| Invesco Ltd. | 0.00% | Add +9.3% | 64,322 | $2.2M |
| Verition Fund Management LLC | 0.01% | Reduce -7.6% | 60,921 | $2.1M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 59,402 | $2.0M |
| Chatham Capital Group, Inc. | 0.28% | Add +1.4% | 57,278 | $2.0M |
| FMR LLC | 0.00% | Add +3.6% | 54,766 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 54,283 | $1.9M |
| Tudor Investment Corporation | 0.01% | Reduce -69.8% | 53,137 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.1% | 53,002 | $1.8M |
| Curi Capital, LLC | 0.03% | No change | 50,199 | $1.7M |
| Mendon Capital Advisors Corp. | 0.67% | Add +0.5% | 50,000 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.2% | 49,792 | $1.7M |
| Brevan Howard Capital Management LP | 0.04% | New | 50,000 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.9% | 49,009 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -14.5% | 45,909 | $1.6M |
| Lighthouse Investment Partners, LLC | 0.05% | Add +40.6% | 45,166 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -51.7% | 44,759 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +6.8% | 42,097 | $1.4M |
| PDT Partners, LLC | 0.09% | No change | 41,621 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.4% | 40,075 | $1.4M |
| Sei Investments Co. | 0.00% | Reduce -7.0% | 39,354 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +1.2% | 38,517 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -3.0% | 38,205 | $1.3M |
| Quantbot Technologies LP | 0.04% | Reduce -13.5% | 37,892 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 37,561 | $1.3M |
| Creative Planning | 0.00% | Add +24.2% | 36,577 | $1.3M |
| XTX Topco Ltd | 0.03% | New | 34,855 | $1.2M |
| AlphaQuest LLC | 0.07% | Add +11.5% | 34,444 | $1.2M |
| Homestead Advisers Corp | 0.03% | No change | 34,100 | $1.2M |
| Legal & General Group Plc | 0.00% | Reduce -14.1% | 33,383 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 33,224 | $1.1M |
| Sovran Advisors, LLC | 0.10% | New | 29,951 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 32,933 | $1.1M |
| Jump Financial, LLC | 0.02% | Reduce -16.9% | 32,826 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 32,536 | $1.1M |
| Citigroup Inc. | 0.00% | Add +13.4% | 32,533 | $1.1M |
| Boothbay Fund Management, LLC | 0.03% | Reduce -79.5% | 32,226 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 32,226 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +58.0% | 32,161 | $1.1M |
| LPL Financial LLC | 0.00% | Add +2.8% | 31,796 | $1.1M |
| Blair William & Co. | 0.00% | New | 30,082 | $1.0M |
"% of holder's portfolio" is LOB's weight in each manager's 13F, not the share of Live Oak Bancshares Inc. the manager owns.