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 |
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
636
shares
|
$20,103
0.0% of portfolio
|
Q3 2025
Added 62.66%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
578
shares
|
$18,270
0.0% of portfolio
|
Q2 2025
Added 430.28%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
509
shares
|
$16,089
0.0% of portfolio
|
Q2 2025
Reduced 43.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
500
shares
|
$15,805
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$15,805
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
500
shares
|
$15,805
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$15,805
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$12,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
400
shares
|
$12,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
223
shares
|
$7,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
216
shares
|
$6,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
205
shares
|
$6,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$6,322
0.0% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
190
shares
|
$6,005
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
174
shares
|
$5,500
0.0% of portfolio
|
Q4 2024
Reduced 72.03%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
161
shares
|
$5,089
0.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
153
shares
|
$4,836
0.0% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
138
shares
|
$4,362
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
135
shares
|
$4,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
128
shares
|
$4,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
118
shares
|
$3,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
117
shares
|
$3,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
107
shares
|
$3,382
0.0% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$3,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85
shares
|
$2,686
0.0% of portfolio
|
Q4 2024
New holding
|