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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$38.58 +1.04 (+2.78%)
Closing price 03:59 PM Eastern
Extended Trading
$38.65 +0.06 (+0.17%)
As of 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Live Oak Bancshares (NASDAQ:LOB)

Current
Institutional Ownership
Percentage
63.95%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$220.16M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$96.22M
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Skip Chart & View Institutional Buying and Selling Data

LOB Institutional Buying and Selling by Quarter

Live Oak Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC153,078$4.56M0.0%+53.6%0.335%
8/15/2025 CANADA LIFE ASSURANCE Co6,170$184K0.0%+111.2%0.014%
8/15/2025 Tower Research Capital LLC TRC 3,182$95K0.0%+138.9%0.007%
8/15/2025 Captrust Financial Advisors59,960$1.79M0.0%+4.3%0.131%
8/15/2025 Rafferty Asset Management LLC49,358$1.47M0.0%+35.4%0.108%
8/15/2025 MML Investors Services LLC37,648$1.12M0.0%+11.6%0.083%
8/15/2025 Benjamin Edwards Inc.12,316$367K0.0%+11.6%0.027%
8/15/2025 BNP Paribas Financial Markets34,590$1.03M0.0%-39.8%0.076%
8/15/2025 Boothbay Fund Management LLC158,450$4.72M0.1%N/A0.347%
8/15/2025 Bridgeway Capital Management LLC121,116$3.61M0.1%-36.5%0.266%
8/15/2025 Bank of America Corp DE128,823$3.84M0.0%+12.6%0.282%
8/15/2025 Ameriprise Financial Inc.111,366$3.32M0.0%+56.4%0.244%
8/14/2025 PDT Partners LLC41,621$1.24M0.1%+393.0%0.091%
8/14/2025 Lighthouse Investment Partners LLC34,752$1.04M0.0%N/A0.076%
8/14/2025 Jane Street Group LLC9,456$282K0.0%-95.3%0.021%
8/14/2025 California State Teachers Retirement System33,254$991K0.0%-1.0%0.073%
8/14/2025 Raymond James Financial Inc.179,683$5.36M0.0%+5.9%0.394%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,383$578K0.0%-5.9%0.042%
8/14/2025 The Manufacturers Life Insurance Company 295,171$8.80M0.0%-1.2%0.647%
8/14/2025 Squarepoint Ops LLC153,078$4.56M0.0%+53.6%0.336%
8/14/2025 Sei Investments Co.40,909$1.22M0.0%+81.6%0.090%
8/14/2025 Qube Research & Technologies Ltd222,493$6.63M0.0%-21.3%0.488%
8/14/2025 Southernsun Asset Management LLC899,729$26.81M3.8%+3.2%1.973%
8/13/2025 Jump Financial LLC71,094$2.12M0.0%+132.1%0.156%
8/13/2025 Marshall Wace LLP33,535$999K0.0%-64.8%0.074%
8/13/2025 Walleye Capital LLC90,117$2.69M0.0%+61.8%0.198%
8/13/2025 First Trust Advisors LP48,357$1.44M0.0%+146.0%0.106%
8/13/2025 Invesco Ltd.52,766$1.57M0.0%+3.2%0.116%
8/13/2025 Quantbot Technologies LP47,717$1.42M0.0%-25.1%0.105%
8/13/2025 Level Four Advisory Services LLC30,765$917K0.0%+12.2%0.067%
8/13/2025 Northwestern Mutual Wealth Management Co.8,110$242K0.0%-16.6%0.018%
8/13/2025 Quadrant Capital Group LLC7,973$238K0.0%-9.0%0.017%
8/13/2025 Russell Investments Group Ltd.54,100$1.61M0.0%+35.8%0.119%
8/12/2025 Inceptionr LLC7,579$226K0.1%N/A0.017%
8/12/2025 Laurel Wealth Advisors LLC47,680$1.42M0.0%+2,880.0%0.105%
8/12/2025 American Century Companies Inc.95,253$2.84M0.0%-21.5%0.209%
8/12/2025 Rhumbline Advisers55,374$1.65M0.0%+9.8%0.121%
8/12/2025 CenterBook Partners LP356,416$10.62M0.6%+105.4%0.781%
8/12/2025 Legal & General Group Plc39,041$1.16M0.0%+5.1%0.086%
8/12/2025 JPMorgan Chase & Co.200,403$5.97M0.0%+6.4%0.439%
8/12/2025 Dynamic Technology Lab Private Ltd12,020$358K0.0%N/A0.026%
8/12/2025 Howe & Rusling Inc.10,929$326K0.0%+11.0%0.024%
8/11/2025 Persistent Asset Partners Ltd23,473$699K0.5%N/A0.051%
8/8/2025 Intech Investment Management LLC13,926$415K0.0%-39.7%0.031%
8/8/2025 Cetera Investment Advisers16,351$487K0.0%-8.5%0.036%
8/8/2025 Creative Planning21,658$645K0.0%-17.6%0.047%
8/8/2025 SG Americas Securities LLC8,509$254K0.0%+15.0%0.019%
8/8/2025 Geode Capital Management LLC817,181$24.36M0.0%+2.8%1.792%
8/5/2025 Palogic Value Management L.P.12,500$372K0.2%N/A0.027%
8/5/2025 Aviance Capital Partners LLC19,143$570K0.1%-35.4%0.042%
8/4/2025 Pinnacle Associates Ltd.27,059$806K0.0%+25.9%0.059%
8/1/2025 Motley Fool Wealth Management LLC366,608$10.93M0.7%+38.9%0.804%
8/1/2025 Motley Fool Asset Management LLC101,910$3.04M0.1%+16.3%0.223%
8/1/2025 Y Intercept Hong Kong Ltd34,148$1.02M0.0%+100.1%0.075%
8/1/2025 Envestnet Asset Management Inc.181,269$5.40M0.0%+24.9%0.397%
7/31/2025 Nisa Investment Advisors LLC12,876$384K0.0%+2.8%0.028%
7/31/2025 AlphaQuest LLC8,567$255K0.0%-63.9%0.019%
7/25/2025 CWM LLC3,904$116K0.0%+1,547.3%0.009%
7/21/2025 Stock Yards Bank & Trust Co.9,700$289K0.0%-17.8%0.021%
7/18/2025 Truist Financial Corp20,486$610K0.0%-2.1%0.045%
7/17/2025 Chatham Capital Group Inc.56,923$1.70M0.3%-0.6%0.125%
7/16/2025 Signaturefd LLC10,308$307K0.0%-3.7%0.023%
7/15/2025 Public Employees Retirement System of Ohio7,481$223K0.0%+37.5%0.016%
7/15/2025 Ballentine Partners LLC8,671$258K0.0%+14.9%0.019%
7/14/2025 Park Avenue Securities LLC9,499$283K0.0%N/A0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC22,442$724K0.0%-42.2%0.049%
7/8/2025 E. Ohman J or Asset Management AB92,505$2.76M0.1%+2.8%0.203%
7/7/2025 Salem Investment Counselors Inc.45,570$1.36M0.0%-4.5%0.100%
7/3/2025 Trust Co of the South330,000$9.83M1.7%-0.2%0.724%
7/2/2025 Central Pacific Bank Trust Division12,612$376K0.0%+21.4%0.028%
6/27/2025 Goldman Sachs Group Inc.264,122$7.04M0.0%+15.2%0.579%
6/18/2025 Voya Investment Management LLC9,789$261K0.0%-7.4%0.021%
6/17/2025 Howe & Rusling Inc.9,848$263K0.0%+15.7%0.022%
6/3/2025 Inspire Investing LLC12,884$343K0.0%+27.3%0.028%
5/19/2025 Jane Street Group LLC201,816$5.38M0.0%+1,263.2%0.443%
5/16/2025 Empowered Funds LLC65,931$1.76M0.0%N/A0.145%
5/16/2025 Caxton Associates LLP19,919$531K0.0%N/A0.044%
5/16/2025 Goldman Sachs Group Inc.264,122$7.04M0.0%+15.2%0.580%
5/16/2025 Millennium Management LLC687,885$18.34M0.0%+655.6%1.510%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,594$549K0.0%+4.5%0.045%
5/16/2025 Jacobs Levy Equity Management Inc.231,441$6.17M0.0%-1.9%0.508%
5/16/2025 Bridgeway Capital Management LLC190,682$5.08M0.1%+91.2%0.418%
5/16/2025 AQR Capital Management LLC9,490$253K0.0%-25.7%0.021%
5/15/2025 PDT Partners LLC8,443$225K0.0%N/A0.019%
5/15/2025 Cubist Systematic Strategies LLC132,020$3.52M0.0%N/A0.290%
5/15/2025 Royal Bank of Canada18,592$495K0.0%+28.7%0.041%
5/15/2025 Trexquant Investment LP61,284$1.63M0.0%+34.6%0.134%
5/14/2025 Rafferty Asset Management LLC36,455$972K0.0%-19.6%0.080%
5/14/2025 MetLife Investment Management LLC20,729$553K0.0%-1.9%0.045%
5/14/2025 Walleye Capital LLC55,693$1.49M0.0%N/A0.122%
5/14/2025 Jump Financial LLC30,637$817K0.0%N/A0.067%
5/14/2025 Hotchkis & Wiley Capital Management LLC157,598$4.20M0.0%-1.2%0.346%
5/14/2025 AlphaQuest LLC23,758$633K0.1%+897.0%0.052%
5/14/2025 T. Rowe Price Investment Management Inc.6,484,524$172.88M0.1%+1.0%14.231%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S2,562$68K0.0%N/A0.006%
5/14/2025 Hsbc Holdings PLC18,365$487K0.0%-10.4%0.040%
5/14/2025 Fuller & Thaler Asset Management Inc.87,874$2.34M0.0%+73.0%0.193%
5/14/2025 Quantbot Technologies LP63,721$1.70M0.1%+285.3%0.140%
5/13/2025 Algert Global LLC99,316$2.65M0.1%+2.6%0.218%
5/13/2025 Raymond James Financial Inc.169,650$4.52M0.0%+27.2%0.372%
(Data available from 1/1/2016 forward)

LOB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LOB shares?

During the previous two years, 192 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($172.88M), Capital International Investors ($80.75M), Vanguard Group Inc. ($70.86M), Barrow Hanley Mewhinney & Strauss LLC ($60.92M), Dimensional Fund Advisors LP ($56.09M), State Street Corp ($52.55M), and Diamond Hill Capital Management Inc. ($28.44M).Learn more on Live Oak Bancshares' institutional investors.

What percentage of Live Oak Bancshares' stock is owned by institutional investors?

63.95% of Live Oak Bancshares' stock is owned by institutional investors. Learn more on LOB's institutional investor holdings.

Which institutional investors have been buying Live Oak Bancshares' stock?

Of the 165 institutional investors that purchased Live Oak Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($1.33M), Millennium Management LLC ($596.84K), abrdn plc ($336.72K), Trust Co of the South ($330.60K), Raymond James Financial Inc. ($313.10K), Nuveen LLC ($304.42K), and CenterBook Partners LP ($280.41K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 6,498,721 shares in the last 24 months. This purchase volume represents approximately $220.16M in transactions.

Which of Live Oak Bancshares' major shareholders have been selling company stock?

Of the 75 institutional investors that sold Live Oak Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diamond Hill Capital Management Inc. ($715.70K), Blue Trust Inc. ($252.37K), Jane Street Group LLC ($213.29K), Millennium Management LLC ($127.69K), Southernsun Asset Management LLC ($98.70K), Homestead Advisers Corp ($88.90K), and American Century Companies Inc. ($76.10K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 2,575,335 shares in the last 24 months. This volume of shares sold represents approximately $96.22M in transactions.


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This page (NASDAQ:LOB) was last updated on 9/4/2025 by MarketBeat.com Staff
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