Free Trial
Don't Let the A.I. Investing Revolution Pass You By!Ends Tomorrow - Get 30 Days Free

Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$34.62 -1.35 (-3.75%)
As of 11:33 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Live Oak Bancshares (NASDAQ:LOB)

Current
Institutional Ownership
Percentage
63.95%
Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$219.03M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$94.98M
Get LOB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Live Oak Bancshares stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LOB Institutional Buying and Selling by Quarter

Live Oak Bancshares Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC4,284$151K0.0%+9.7%0.009%
10/15/2025Chatham Capital Group Inc.56,503$1.99M0.3%-0.7%0.124%
10/14/2025 Profit Investment Management LLC48,274$1.70M2.1%-32.1%0.106%
10/9/2025 Voya Investment Management LLC6,617$233K0.0%-33.0%0.014%
10/7/2025 Salem Investment Counselors Inc.39,395$1.39M0.0%-13.6%0.086%
8/27/2025Squarepoint Ops LLC153,078$4.56M0.0%+53.6%0.335%
8/15/2025CANADA LIFE ASSURANCE Co6,170$184K0.0%+111.2%0.014%
8/15/2025Tower Research Capital LLC TRC 3,182$95K0.0%+138.9%0.007%
8/15/2025Captrust Financial Advisors59,960$1.79M0.0%+4.3%0.131%
8/15/2025Rafferty Asset Management LLC49,358$1.47M0.0%+35.4%0.108%
8/15/2025MML Investors Services LLC37,648$1.12M0.0%+11.6%0.083%
8/15/2025Benjamin Edwards Inc.12,316$367K0.0%+11.6%0.027%
8/15/2025BNP Paribas Financial Markets34,590$1.03M0.0%-39.8%0.076%
8/15/2025Boothbay Fund Management LLC158,450$4.72M0.1%N/A0.347%
8/15/2025Bridgeway Capital Management LLC121,116$3.61M0.1%-36.5%0.266%
8/15/2025Bank of America Corp DE128,823$3.84M0.0%+12.6%0.282%
8/15/2025Ameriprise Financial Inc.111,366$3.32M0.0%+56.4%0.244%
8/14/2025PDT Partners LLC41,621$1.24M0.1%+393.0%0.091%
8/14/2025Lighthouse Investment Partners LLC34,752$1.04M0.0%N/A0.076%
8/14/2025Jane Street Group LLC9,456$282K0.0%-95.3%0.021%
8/14/2025California State Teachers Retirement System33,254$991K0.0%-1.0%0.073%
8/14/2025Raymond James Financial Inc.179,683$5.36M0.0%+5.9%0.394%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,383$578K0.0%-5.9%0.042%
8/14/2025The Manufacturers Life Insurance Company 295,171$8.80M0.0%-1.2%0.647%
8/14/2025Squarepoint Ops LLC153,078$4.56M0.0%+53.6%0.336%
8/14/2025Sei Investments Co.40,909$1.22M0.0%+81.6%0.090%
8/14/2025Qube Research & Technologies Ltd222,493$6.63M0.0%-21.3%0.488%
8/14/2025Southernsun Asset Management LLC899,729$26.81M3.8%+3.2%1.973%
8/13/2025Jump Financial LLC71,094$2.12M0.0%+132.1%0.156%
8/13/2025Marshall Wace LLP33,535$999K0.0%-64.8%0.074%
8/13/2025Walleye Capital LLC90,117$2.69M0.0%+61.8%0.198%
8/13/2025First Trust Advisors LP48,357$1.44M0.0%+146.0%0.106%
8/13/2025Invesco Ltd.52,766$1.57M0.0%+3.2%0.116%
8/13/2025Quantbot Technologies LP47,717$1.42M0.0%-25.1%0.105%
8/13/2025Level Four Advisory Services LLC30,765$917K0.0%+12.2%0.067%
8/13/2025Northwestern Mutual Wealth Management Co.8,110$242K0.0%-16.6%0.018%
8/13/2025Quadrant Capital Group LLC7,973$238K0.0%-9.0%0.017%
8/13/2025Russell Investments Group Ltd.54,100$1.61M0.0%+35.8%0.119%
8/12/2025Inceptionr LLC7,579$226K0.1%N/A0.017%
8/12/2025Laurel Wealth Advisors LLC47,680$1.42M0.0%+2,880.0%0.105%
8/12/2025American Century Companies Inc.95,253$2.84M0.0%-21.5%0.209%
8/12/2025Rhumbline Advisers55,374$1.65M0.0%+9.8%0.121%
8/12/2025CenterBook Partners LP356,416$10.62M0.6%+105.4%0.781%
8/12/2025Legal & General Group Plc39,041$1.16M0.0%+5.1%0.086%
8/12/2025JPMorgan Chase & Co.200,403$5.97M0.0%+6.4%0.439%
8/12/2025Dynamic Technology Lab Private Ltd12,020$358K0.0%N/A0.026%
8/12/2025Howe & Rusling Inc.10,929$326K0.0%+11.0%0.024%
8/11/2025Persistent Asset Partners Ltd23,473$699K0.5%N/A0.051%
8/8/2025Intech Investment Management LLC13,926$415K0.0%-39.7%0.031%
8/8/2025Cetera Investment Advisers16,351$487K0.0%-8.5%0.036%
8/8/2025Creative Planning21,658$645K0.0%-17.6%0.047%
8/8/2025SG Americas Securities LLC8,509$254K0.0%+15.0%0.019%
8/8/2025Geode Capital Management LLC817,181$24.36M0.0%+2.8%1.792%
8/5/2025Palogic Value Management L.P.12,500$372K0.2%N/A0.027%
8/5/2025Aviance Capital Partners LLC19,143$570K0.1%-35.4%0.042%
8/4/2025Pinnacle Associates Ltd.27,059$806K0.0%+25.9%0.059%
8/1/2025Motley Fool Wealth Management LLC366,608$10.93M0.7%+38.9%0.804%
8/1/2025Motley Fool Asset Management LLC101,910$3.04M0.1%+16.3%0.223%
8/1/2025Y Intercept Hong Kong Ltd34,148$1.02M0.0%+100.1%0.075%
8/1/2025Envestnet Asset Management Inc.181,269$5.40M0.0%+24.9%0.397%
7/31/2025Nisa Investment Advisors LLC12,876$384K0.0%+2.8%0.028%
7/31/2025AlphaQuest LLC8,567$255K0.0%-63.9%0.019%
7/25/2025CWM LLC3,904$116K0.0%+1,547.3%0.009%
7/21/2025Stock Yards Bank & Trust Co.9,700$289K0.0%-17.8%0.021%
7/18/2025Truist Financial Corp20,486$610K0.0%-2.1%0.045%
7/17/2025Chatham Capital Group Inc.56,923$1.70M0.3%-0.6%0.125%
7/16/2025Signaturefd LLC10,308$307K0.0%-3.7%0.023%
7/15/2025Public Employees Retirement System of Ohio7,481$223K0.0%+37.5%0.016%
7/15/2025Ballentine Partners LLC8,671$258K0.0%+14.9%0.019%
7/14/2025Park Avenue Securities LLC9,499$283K0.0%N/A0.021%
7/10/2025Wealth Enhancement Advisory Services LLC22,442$724K0.0%-42.2%0.049%
7/8/2025E. 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%
6/27/2025Goldman 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%
6/17/2025Howe & Rusling Inc.9,848$263K0.0%+15.7%0.022%
6/3/2025Inspire Investing LLC12,884$343K0.0%+27.3%0.028%
5/19/2025Jane Street Group LLC201,816$5.38M0.0%+1,263.2%0.443%
5/16/2025Empowered Funds LLC65,931$1.76M0.0%N/A0.145%
5/16/2025Caxton Associates LLP19,919$531K0.0%N/A0.044%
5/16/2025Goldman Sachs Group Inc.264,122$7.04M0.0%+15.2%0.580%
5/16/2025Millennium Management LLC687,885$18.34M0.0%+655.6%1.510%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,594$549K0.0%+4.5%0.045%
5/16/2025Jacobs Levy Equity Management Inc.231,441$6.17M0.0%-1.9%0.508%
5/16/2025Bridgeway Capital Management LLC190,682$5.08M0.1%+91.2%0.418%
5/16/2025AQR Capital Management LLC9,490$253K0.0%-25.7%0.021%
5/15/2025PDT Partners LLC8,443$225K0.0%N/A0.019%
5/15/2025Cubist Systematic Strategies LLC132,020$3.52M0.0%N/A0.290%
5/15/2025Royal Bank of Canada18,592$495K0.0%+28.7%0.041%
5/15/2025Trexquant Investment LP61,284$1.63M0.0%+34.6%0.134%
5/14/2025Rafferty Asset Management LLC36,455$972K0.0%-19.6%0.080%
5/14/2025MetLife Investment Management LLC20,729$553K0.0%-1.9%0.045%
5/14/2025Walleye Capital LLC55,693$1.49M0.0%N/A0.122%
5/14/2025Jump Financial LLC30,637$817K0.0%N/A0.067%
5/14/2025Hotchkis & Wiley Capital Management LLC157,598$4.20M0.0%-1.2%0.346%
5/14/2025AlphaQuest LLC23,758$633K0.1%+897.0%0.052%
5/14/2025T. Rowe Price Investment Management Inc.6,484,524$172.88M0.1%+1.0%14.231%
5/14/2025BI Asset Management Fondsmaeglerselskab A S2,562$68K0.0%N/A0.006%
(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, 191 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 164 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 6,473,957 shares in the last 24 months. This purchase volume represents approximately $219.03M in transactions.

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

Of the 74 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 2,557,820 shares in the last 24 months. This volume of shares sold represents approximately $94.98M in transactions.


Related Companies

This page (NASDAQ:LOB) was last updated on 10/16/2025 by MarketBeat.com Staff
From Our Partners
Building The Infrastructure for the Coming Financial Reset
While China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...
Intellistake | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Move $1,000 into this stock before Nov 6
The End of Tesla? "Hold onto your Tesla stock." That's the message insiders at Tesla have been giving staff...
Altimetry | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Trump’s “Smart Dollar” just went mainstream
"I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today" This man has called some of the big...
Stansberry Research | Sponsoredtc pixel
Options Pro Reveals His #1 Retirement Income Trade
The current market is creating a perfect setup for my favorite trading strategy — one that doesn’t rely on ris...
Base Camp Trading | Sponsoredtc pixel
NEW LAW: Congress Approves Setup For Digital Dollar?
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...
Goldco Precious Metals | Sponsoredtc pixel