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 | 
|               
                
   
      Intech Investment Management LLC
       
                                 
              West Palm Beach, FL  | 
              Aug 08, 2025 Q2 2025 | 
                 13,926 
                shares            
               | 
              
                 
                    $440,200
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 39.66%
                                         
                 | 
              |
|               
                
   
      Inspire Investing, LLC
       
                                 
              Meridian, ID  | 
              Oct 15, 2025 Q3 2025 | 
                 12,911 
                shares            
               | 
              
                 
                    $408,116
                    0.05% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.91%
                                         
                 | 
              |
|               
                
   
      Nisa Investment Advisors, LLC
      
   
                                 
               | 
              Oct 23, 2025 Q3 2025 | 
                 12,876 
                shares            
               | 
              
                 
                    $407,010
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 2.75%
                                         
                 | 
              |
|               
                
   
      Central Pacific Bank  Trust Division
       
                                 
              Honolulu, HI  | 
              Oct 02, 2025 Q3 2025 | 
                 12,612 
                shares            
               | 
              
                 
                    $398,665
                    0.05% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 21.36%
                                         
                 | 
              |
|               
                
   
      Palogic Value Management, L.P.
       
                                 
              Dallas, TX  | 
              Aug 05, 2025 Q2 2025 | 
                 12,500 
                shares            
               | 
              
                 
                    $395,125
                    0.15% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      New York State Common Retirement Fund
      
   
                                 
               | 
              Nov 03, 2025 Q3 2025 | 
                 12,184 
                shares            
               | 
              
                 
                    $385,136
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2024
                      Added 18.88%
                                         
                 | 
              |
|               
                
   
      Park Avenue Securities LLC
      
   
                                 
               | 
              Oct 23, 2025 Q3 2025 | 
                 11,749 
                shares            
               | 
              
                 
                    $371,385
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 23.69%
                                         
                 | 
              |
|               
                
   
      Y Intercept (Hong Kong) LTD
      
   
                                 
               | 
              Oct 31, 2025 Q3 2025 | 
                 11,020 
                shares            
               | 
              
                 
                    $348,342
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 67.73%
                                         
                 | 
              |
|               
                
   
      Arizona State Retirement System
      
   
                                 
               | 
              Nov 03, 2025 Q3 2025 | 
                 10,796 
                shares            
               | 
              
                 
                    $341,261
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 1.44%
                                         
                 | 
              |
|               
                
   
      Centaurus Financial, Inc.
      
   
                                 
               | 
              Aug 29, 2025 Q2 2025 | 
                 10,640 
                shares            
               | 
              
                 
                    $336,330
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.65%
                                         
                 | 
              |
|               
                
   
      Signaturefd, LLC
       
                                 
              Atlanta, GA  | 
              Oct 21, 2025 Q3 2025 | 
                 10,454 
                shares            
               | 
              
                 
                    $330,450
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 1.42%
                                         
                 | 
              |
|               
                
   
      Banc Funds CO LLC
       
                                 
              Chicago, IL  | 
              Aug 13, 2025 Q2 2025 | 
                 10,350 
                shares            
               | 
              
                 
                    $327,163
                    0.06% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Reduced 16.0%
                                         
                 | 
              |
|               
                
   
      Centiva Capital, LP
       
                                 
              New York, NY  | 
              Aug 13, 2025 Q2 2025 | 
                 10,002 
                shares            
               | 
              
                 
                    $316,163
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Howe & Rusling Inc
       
                                 
              Rochester, NY  | 
              Jun 17, 2025 Q1 2025 | 
                 9,848 
                shares            
               | 
              
                 
                    $311,295
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Added 15.68%
                                         
                 | 
              |
|               
                
   
      State Board Of Administration Of Florida Retirement System
      
   
                                 
               | 
              Aug 13, 2025 Q2 2025 | 
                 9,604 
                shares            
               | 
              
                 
                    $303,582
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2024
                      New holding
                                         
                 | 
              |
|               
                
   
      Jane Street Group, LLC
       
                                 
              New York, NY  | 
              Aug 14, 2025 Q2 2025 | 
                 9,456 
                shares            
               | 
              
                 
                    $298,904
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 95.31%
                                         
                 | 
              |
|               
                
   
      Stock Yards Bank & Trust CO
       
                                 
              Louisville, KY  | 
              Oct 30, 2025 Q3 2025 | 
                 9,450 
                shares            
               | 
              
                 
                    $298,714
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 2.58%
                                         
                 | 
              |
|               
                
   
      Advisory Services Network, LLC
      
   
                                 
               | 
              Aug 19, 2025 Q2 2025 | 
                 9,247 
                shares            
               | 
              
                 
                    $292,297
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 48.68%
                                         
                 | 
              |
|               
                
   
      Patriot Investment Management Inc.
      
   
                                 
               | 
              Oct 15, 2025 Q3 2025 | 
                 8,978 
                shares            
               | 
              
                 
                    $283,794
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q4 2024
                      Reduced 4.42%
                                         
                 | 
              |
|               
                
   
      Sanctuary Advisors, LLC
       
                                 
              Indianapolis, IN  | 
              Jan 31, 2025 Q4 2024 | 
                 8,975 
                shares            
               | 
              
                 
                    $283,699
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q4 2024
                      Added 13.08%
                                         
                 | 
              |
|               
                
   
      Smith, Salley & Associates
      
   
                                 
               | 
              Oct 20, 2025 Q3 2025 | 
                 8,954 
                shares            
               | 
              
                 
                    $283,035
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q3 2023
                      Added 4.07%
                                         
                 | 
              |
|               
                
   
      Ballentine Partners, LLC
       
                                 
              Waltham, MA  | 
              Nov 03, 2025 Q3 2025 | 
                 8,894 
                shares            
               | 
              
                 
                    $281,139
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 2.57%
                                         
                 | 
              |
|               
                
   
      Ieq Capital, LLC
      
   
                                 
               | 
              Aug 14, 2025 Q2 2025 | 
                 8,422 
                shares            
               | 
              
                 
                    $266,219
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Klp Kapitalforvaltning As
       
                                 
              Oslo, Q8  | 
              Oct 23, 2025 Q3 2025 | 
                 8,200 
                shares            
               | 
              
                 
                    $259,202
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 22.39%
                                         
                 | 
              |
|               
                
   
      Northwestern Mutual Wealth Management CO
      
   
                                 
               | 
              Aug 13, 2025 Q2 2025 | 
                 8,110 
                shares            
               | 
              
                 
                    $256,357
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 16.6%
                                         
                 |