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 226 institutions that hold shares in the stock, with a total of 31.6 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 |
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,102
shares
|
$256,104
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
7,973
shares
|
$252,026
0.01% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
7,579
shares
|
$239,572
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
7,555
shares
|
$238,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
7,481
shares
|
$236,474
0.0% of portfolio
|
Q2 2025
Added 37.49%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,252
shares
|
$229,235
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,250
shares
|
$229,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,927
shares
|
$218,962
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
6,803
shares
|
$215,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
6,617
shares
|
$209,163
0.0% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
6,323
shares
|
$199,870
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
6,170
shares
|
$195,033
0.0% of portfolio
|
Q2 2025
Added 111.16%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
6,054
shares
|
$191,366
0.0% of portfolio
|
Q2 2025
Reduced 48.95%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,868
shares
|
$185,487
0.0% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,214
shares
|
$164,814
0.0% of portfolio
|
Q3 2023
Reduced 47.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,128
shares
|
$162,096
0.0% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,284
shares
|
$135,417
0.0% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,345
shares
|
$105,735
0.0% of portfolio
|
Q3 2023
Added 34.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,182
shares
|
$100,583
0.0% of portfolio
|
Q2 2025
Added 138.89%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,850
shares
|
$90,088
0.01% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,276
shares
|
$71,944
0.0% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
1,789
shares
|
$56,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,201
shares
|
$37,963
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
852
shares
|
$26,931
0.0% of portfolio
|
Q2 2025
Added 735.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
807
shares
|
$25,509
0.02% of portfolio
|
Q2 2022
Added 5.49%
|