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 228 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|               
                
   
      Citigroup Inc
      
   
                                 
               | 
              Aug 11, 2025 Q2 2025 | 
                 48,347 
                shares            
               | 
              
                 
                    $1.53 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 83.63%
                                         
                 | 
              |
|               
                
   
      Profit Investment Management, LLC
      
   
                                 
               | 
              Oct 14, 2025 Q3 2025 | 
                 48,274 
                shares            
               | 
              
                 
                    $1.53 Million
                    2.13% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 32.14%
                                         
                 | 
              |
|               
                
   
      Quantbot Technologies LP
       
                                 
              New York, NY  | 
              Aug 13, 2025 Q2 2025 | 
                 47,717 
                shares            
               | 
              
                 
                    $1.51 Million
                    0.04% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 25.12%
                                         
                 | 
              |
|               
                
   
      Laurel Wealth Advisors LLC
       
                                 
              Charlotte, NC  | 
              Aug 12, 2025 Q2 2025 | 
                 47,680 
                shares            
               | 
              
                 
                    $1.51 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 2880.0%
                                         
                 | 
              |
|               
                
   
      David A. Siegel                        
      Two Sigma Advisers, LP | New York, Ny
   
                                 
               | 
              Aug 14, 2025 Q2 2025 | 
                 45,500 
                shares            
               | 
              
                 
                    $1.44 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 30.53%
                                         
                 | 
              |
|               
                
   
      Two Sigma Investments, LP
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 42,224 
                shares            
               | 
              
                 
                    $1.33 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 55.12%
                                         
                 | 
              |
|               
                
   
      Royal Bank Of Canada
       
                                 
              Toronto, A6  | 
              Aug 14, 2025 Q2 2025 | 
                 41,964 
                shares            
               | 
              
                 
                    $1.33 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 125.71%
                                         
                 | 
              |
|               
                
   
      Pdt Partners, LLC
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 41,621 
                shares            
               | 
              
                 
                    $1.32 Million
                    0.08% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 392.96%
                                         
                 | 
              |
|               
                
   
      Sei Investments CO
       
                                 
              Oaks, PA  | 
              Aug 14, 2025 Q2 2025 | 
                 40,909 
                shares            
               | 
              
                 
                    $1.29 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 21.32%
                                         
                 | 
              |
|               
                
   
      Salem Investment Counselors Inc
       
                                 
              Winston Salem, NC  | 
              Oct 07, 2025 Q3 2025 | 
                 39,395 
                shares            
               | 
              
                 
                    $1.25 Million
                    0.04% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 13.55%
                                         
                 | 
              |
|               
                
   
      Legal & General Group PLC
       
                                 
              London, X0  | 
              Aug 12, 2025 Q2 2025 | 
                 39,041 
                shares            
               | 
              
                 
                    $1.23 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 5.07%
                                         
                 | 
              |
|               
                
   
      Federated Hermes, Inc.
       
                                 
              Pittsburgh, PA  | 
              Nov 03, 2025 Q3 2025 | 
                 38,049 
                shares            
               | 
              
                 
                    $1.2 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.05%
                                         
                 | 
              |
|               
                
   
      Mml Investors Services, LLC
       
                                 
              Springfield, MA  | 
              Aug 14, 2025 Q2 2025 | 
                 37,648 
                shares            
               | 
              
                 
                    $1.19 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 11.63%
                                         
                 | 
              |
|               
                
   
      Alliancebernstein L.P.
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 37,561 
                shares            
               | 
              
                 
                    $1.19 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 0.51%
                                         
                 | 
              |
|               
                
   
      Lighthouse Investment Partners, LLC
       
                                 
              Palm Beach Gardens, FL  | 
              Aug 14, 2025 Q2 2025 | 
                 34,752 
                shares            
               | 
              
                 
                    $1.1 Million
                    0.04% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Homestead Advisers Corp
      
   
                                 
               | 
              Aug 05, 2025 Q2 2025 | 
                 34,100 
                shares            
               | 
              
                 
                    $1.08 Million
                    0.03% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Reduced 72.28%
                                         
                 | 
              |
|               
                
   
      Schonfeld Strategic Advisors LLC
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 33,611 
                shares            
               | 
              
                 
                    $1.06 Million
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Marshall Wace, LLP
       
                                 
              London, X0  | 
              Aug 13, 2025 Q2 2025 | 
                 33,535 
                shares            
               | 
              
                 
                    $1.06 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 64.85%
                                         
                 | 
              |
|               
                
   
      California State Teachers Retirement System
       
                                 
              West Sacramento, CA  | 
              Aug 14, 2025 Q2 2025 | 
                 33,254 
                shares            
               | 
              
                 
                    $1.05 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.97%
                                         
                 | 
              |
|               
                
   
      Price T Rowe Associates Inc 
       
                                 
              Baltimore, MD  | 
              Aug 14, 2025 Q2 2025 | 
                 31,885 
                shares            
               | 
              
                 
                    $1.01 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 7.49%
                                         
                 | 
              |
|               
                
   
      Quest Partners LLC
       
                                 
              New York, NY  | 
              Nov 03, 2025 Q3 2025 | 
                 30,893 
                shares            
               | 
              
                 
                    $976,527
                    0.07% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 260.6%
                                         
                 | 
              |
|               
                
   
      Level Four Advisory Services, LLC
       
                                 
              Dallas, TX  | 
              Aug 13, 2025 Q2 2025 | 
                 30,765 
                shares            
               | 
              
                 
                    $972,481
                    0.04% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 12.23%
                                         
                 | 
              |
|               
                
   
      Susquehanna Portfolio Strategies, LLC
       
                                 
              Bala Cynwyd, PA  | 
              Aug 14, 2025 Q2 2025 | 
                 29,767 
                shares            
               | 
              
                 
                    $940,934
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Stifel Financial Corp
       
                                 
              St. Louis, MO  | 
              Aug 14, 2025 Q2 2025 | 
                 29,369 
                shares            
               | 
              
                 
                    $928,354
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 9.84%
                                         
                 | 
              |
|               
                
   
      Advisor Group Holdings, Inc.
       
                                 
              Phoenix, AZ  | 
              Sep 04, 2025 Q2 2025 | 
                 28,638 
                shares            
               | 
              
                 
                    $905,247
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 0.56%
                                         
                 |