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 236 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,419
shares
|
$44,216
0.0% of portfolio
|
Q3 2025
Added 145.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,364
shares
|
$42,502
0.0% of portfolio
|
Q3 2025
Added 60.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,333
shares
|
$41,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,201
shares
|
$37,423
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
895
shares
|
$27,888
0.0% of portfolio
|
Q4 2025
Added 40.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
837
shares
|
$26,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
807
shares
|
$25,146
0.02% of portfolio
|
Q2 2022
Added 5.49%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
575
shares
|
$17,917
0.0% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
500
shares
|
$15,580
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$15,580
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$15,580
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
500
shares
|
$15,580
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
400
shares
|
$12,464
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$12,464
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
364
shares
|
$11,342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
293
shares
|
$9,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
266
shares
|
$8,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
223
shares
|
$6,948
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
205
shares
|
$6,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
200
shares
|
$6,232
0.0% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
196
shares
|
$6,107
0.0% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
190
shares
|
$5,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
174
shares
|
$5,421
0.0% of portfolio
|
Q4 2024
Reduced 72.03%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
161
shares
|
$5,016
0.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
155
shares
|
$4,829
0.0% of portfolio
|
Q3 2025
Added 12.32%
|
|