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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$33.27 +1.44 (+4.52%)
Closing price 08/12/2025 03:59 PM Eastern
Extended Trading
$33.25 -0.02 (-0.05%)
As of 08/12/2025 05:40 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)
131
Total
Institutional Inflows
(last 12 months)
$203.31M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$87.02M
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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
8/13/2025Quadrant 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%
8/11/2025 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%
6/27/2025Goldman Sachs Group Inc.264,122$7.04M0.0%+15.2%0.579%
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6/18/2025Voya Investment Management LLC9,789$261K0.0%-7.4%0.021%
6/17/2025Howe & Rusling Inc.9,848$263K0.0%+15.7%0.022%
6/3/2025 Inspire Investing LLC12,884$343K0.0%+27.3%0.028%
5/19/2025Jane Street Group LLC201,816$5.38M0.0%+1,263.2%0.443%
5/16/2025 Empowered 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%
5/14/2025 AlphaQuest 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%
5/14/2025Hsbc Holdings PLC18,365$487K0.0%-10.4%0.040%
5/14/2025Fuller & Thaler Asset Management Inc.87,874$2.34M0.0%+73.0%0.193%
5/14/2025Quantbot Technologies LP63,721$1.70M0.1%+285.3%0.140%
5/13/2025Algert Global LLC99,316$2.65M0.1%+2.6%0.218%
5/13/2025Raymond James Financial Inc.169,650$4.52M0.0%+27.2%0.372%
5/13/2025American Century Companies Inc.121,307$3.23M0.0%-23.7%0.266%
5/13/2025Russell Investments Group Ltd.39,841$1.06M0.0%-63.4%0.087%
5/12/2025 Motley Fool Asset Management LLC87,640$2.34M0.1%+38.7%0.192%
5/12/2025 Motley Fool Wealth Management LLC263,859$7.03M0.4%+80.5%0.579%
5/12/2025Nuveen LLC304,420$8.12M0.0%N/A0.668%
5/12/2025Virtu Financial LLC24,651$657K0.0%N/A0.054%
5/12/2025Invesco Ltd.51,152$1.36M0.0%+0.9%0.112%
5/12/2025Benjamin Edwards Inc.11,038$294K0.0%+29.6%0.024%
5/12/2025 Citigroup Inc.295,250$7.87M0.0%+428.2%0.648%
5/12/2025Swiss National Bank70,100$1.87M0.0%-1.0%0.154%
5/9/2025CenterBook Partners LP173,565$4.63M0.3%+49.2%0.381%
5/9/2025Deutsche Bank AG123,840$3.30M0.0%+44.0%0.272%
5/9/2025Charles Schwab Investment Management Inc.280,875$7.49M0.0%-1.1%0.616%
5/9/2025 Vanguard Group Inc.2,657,737$70.86M0.0%+1.0%5.833%
5/8/2025Federated Hermes Inc.38,080$1.02M0.0%-4.6%0.084%
5/7/2025one8zero8 LLC75,476$2.01M0.5%+11.0%0.166%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank11,860$316K0.0%+17.2%0.026%
5/7/2025 TD Asset Management Inc73,366$1.96M0.0%+3.4%0.161%
5/6/2025 Cetera Investment Advisers17,879$477K0.0%+14.5%0.039%
5/6/2025Diamond Hill Capital Management Inc.1,066,891$28.44M0.1%-12.8%2.341%
5/6/2025 Homestead Advisers Corp34,100$909K0.0%-72.3%0.075%
Elon’s Secret Social Security Bombshell (Ad)

To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.

A major government announcement coming as soon as tomorrow.
5/6/2025 Y Intercept Hong Kong Ltd17,066$455K0.0%+55.6%0.037%
5/2/2025Victory Capital Management Inc.44,661$1.19M0.0%-4.0%0.098%
5/1/2025 Rice Hall James & Associates LLC155,471$4.15M0.2%+20.2%0.341%
4/29/2025 Envestnet Asset Management Inc.145,117$3.87M0.0%+16.4%0.318%
4/29/2025 Bank of New York Mellon Corp165,208$4.40M0.0%-4.4%0.363%
4/29/2025 Aviance Capital Partners LLC29,615$790K0.1%N/A0.065%
4/16/2025 Wealth Enhancement Advisory Services LLC38,802$1.03M0.0%+100.6%0.085%
4/16/2025 Stock Yards Bank & Trust Co.11,800$315K0.0%-7.8%0.026%
4/16/2025 Salem Investment Counselors Inc.47,730$1.27M0.0%-28.5%0.105%
4/11/2025 E. Ohman J or Asset Management AB89,969$2.40M0.1%+81.3%0.197%
(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, 187 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 Ameriprise Financial Inc. ($32.69M).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 157 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), Nuveen LLC ($304.42K), Raymond James Financial Inc. ($303.07K), and CenterBook Partners LP ($280.41K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 5,932,971 shares in the last 24 months. This purchase volume represents approximately $203.31M in transactions.

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

Of the 70 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), Millennium Management LLC ($210.56K), Southernsun Asset Management LLC ($98.70K), Homestead Advisers Corp ($88.90K), American Century Companies Inc. ($76.10K), and Russell Investments Group Ltd. ($75.60K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 2,249,702 shares in the last 24 months. This volume of shares sold represents approximately $87.02M in transactions.


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This page (NASDAQ:LOB) was last updated on 8/13/2025 by MarketBeat.com Staff
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