Institutional Ownership Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
134,273
shares
|
$4.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
133,415
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
129,386
shares
|
$4.14 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
126,743
shares
|
$4.05 Million
0.0% of portfolio
|
Q4 2024
Added 54.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
124,687
shares
|
$3.99 Million
0.0% of portfolio
|
Q4 2024
Added 64.09%
|
|
|
Homestead Advisers Corp
|
Feb 12, 2025 Q4 2024 |
123,000
shares
|
$3.93 Million
0.12% of portfolio
|
Q4 2023
Added 103.64%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
116,348
shares
|
$3.72 Million
0.3% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
112,344
shares
|
$3.59 Million
2.43% of portfolio
|
Q4 2018
Added 1.81%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
108,841
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
105,630
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
102,552
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
99,751
shares
|
$3.19 Million
0.09% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
98,614
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
96,756
shares
|
$3.1 Million
0.09% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,483
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
94,332
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.18%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
94,222
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
91,044
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.38%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
88,152
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
86,093
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.4%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
86,017
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
82,526
shares
|
$2.64 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
79,413
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
78,997
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
74,120
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
New holding
|