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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$32.27 +0.54 (+1.70%)
As of 07/3/2025 03:30 PM Eastern
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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)
123
Total
Institutional Inflows
(last 12 months)
$201.61M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$90.45M
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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
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%
6/18/2025Voya Investment Management LLC9,789$261K0.0%-7.4%0.021%
6/17/2025Howe & Rusling Inc.9,848$263K0.0%+15.7%0.022%
6/3/2025Inspire 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%
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%
5/12/2025Motley Fool Asset Management LLC87,640$2.34M0.1%+38.7%0.192%
5/12/2025Motley 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%
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5/12/2025Citigroup 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%
5/9/2025Vanguard 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%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 11,860$316K0.0%+17.2%0.026%
5/7/2025TD Asset Management Inc73,366$1.96M0.0%+3.4%0.161%
5/6/2025Cetera 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%
5/6/2025Homestead Advisers Corp34,100$909K0.0%-72.3%0.075%
5/6/2025Y 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%
5/1/2025Rice Hall James & Associates LLC155,471$4.15M0.2%+20.2%0.341%
4/29/2025Envestnet Asset Management Inc.145,117$3.87M0.0%+16.4%0.318%
4/29/2025Bank of New York Mellon Corp165,208$4.40M0.0%-4.4%0.363%
4/29/2025Aviance Capital Partners LLC29,615$790K0.1%N/A0.065%
4/16/2025Wealth Enhancement Advisory Services LLC38,802$1.03M0.0%+100.6%0.085%
4/16/2025Stock Yards Bank & Trust Co.11,800$315K0.0%-7.8%0.026%
4/16/2025Salem Investment Counselors Inc.47,730$1.27M0.0%-28.5%0.105%
4/11/2025E. Ohman J or Asset Management AB89,969$2.40M0.1%+81.3%0.197%
4/10/2025Chatham Capital Group Inc.57,253$1.53M0.3%+4.6%0.126%
4/7/2025GAMMA Investing LLC9,438$252K0.0%+4,595.5%0.021%
3/18/2025California State Teachers Retirement System33,580$1.33M0.0%+5.0%0.074%
3/17/2025Wealth Enhancement Advisory Services LLC19,345$765K0.0%-2.4%0.043%
3/12/2025Centaurus Financial Inc.10,630$420K0.0%-7.0%0.024%
2/18/2025Barrow Hanley Mewhinney & Strauss LLC1,540,228$60.92M0.2%-0.8%3.408%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,152$3.49M0.0%+1.5%0.195%
2/17/2025Voloridge Investment Management LLC94,222$3.73M0.0%-16.7%0.209%
2/17/2025Two Sigma Advisers LP6,900$273K0.0%-39.5%0.015%
2/17/2025Rafferty Asset Management LLC45,340$1.79M0.0%+34.9%0.100%
2/17/2025Point72 Asset Management L.P.74,120$2.93M0.0%N/A0.164%
2/17/2025Point72 Europe London LLP54,121$2.14M0.1%N/A0.120%
2/17/2025ProShare Advisors LLC9,766$386K0.0%+49.1%0.022%
2/17/2025Millennium Management LLC91,044$3.60M0.0%-58.4%0.201%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,714$780K0.0%+3.6%0.044%
2/17/2025Jacobs Levy Equity Management Inc.235,834$9.33M0.0%+27.3%0.522%
2/17/2025Deutsche Bank AG86,017$3.40M0.0%+15.0%0.190%
2/17/2025D. E. Shaw & Co. Inc.159,027$6.29M0.0%-20.4%0.352%
2/17/2025Cetera Investment Advisers15,620$618K0.0%+29.4%0.035%
2/17/2025Captrust Financial Advisors58,372$2.31M0.0%-10.0%0.129%
2/17/2025Balyasny Asset Management L.P.15,965$631K0.0%+120.5%0.035%
2/17/2025Bank of America Corp DE60,460$2.39M0.0%-40.7%0.134%
2/17/2025Benjamin Edwards Inc.8,516$337K0.0%+10.4%0.019%
2/17/2025BNP Paribas Financial Markets35,649$1.41M0.0%+42.3%0.079%
2/17/2025Ameriprise Financial Inc.826,456$32.69M0.0%-3.1%1.829%
2/17/2025Algert Global LLC96,756$3.83M0.1%+5.4%0.214%
2/17/2025AmeriServ Wealth Advisors112,344$4.44M2.4%N/A0.249%
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2/14/2025Jane Street Group LLC14,805$586K0.0%-58.6%0.033%
2/14/2025Northern Trust Corp314,325$12.43M0.0%+3.2%0.696%
2/14/2025The Manufacturers Life Insurance Company297,083$11.75M0.0%-1.6%0.657%
2/14/2025Tudor Investment Corp ET AL61,280$2.42M0.0%-53.7%0.136%
2/14/2025Aquatic Capital Management LLC8,754$346K0.0%N/A0.019%
2/14/2025Voya Investment Management LLC10,575$418K0.0%-7.7%0.023%
2/14/2025Fuller & Thaler Asset Management Inc.50,790$2.01M0.0%+1.9%0.112%
2/14/2025T. Rowe Price Investment Management Inc.6,419,486$253.89M0.2%-0.6%14.206%
2/14/2025Price T Rowe Associates Inc. MD27,437$1.09M0.0%+10.4%0.061%
2/14/2025Mendon Capital Advisors Corp50,000$1.98M1.0%N/A0.111%
(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 Citigroup Inc. ($284.41K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 5,805,352 shares in the last 24 months. This purchase volume represents approximately $201.61M in transactions.

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

Of the 68 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. ($720.68K), Blue Trust Inc. ($252.37K), Millennium Management LLC ($210.56K), American Century Companies Inc. ($121.11K), Southernsun Asset Management LLC ($98.70K), Homestead Advisers Corp ($88.90K), and Russell Investments Group Ltd. ($75.60K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 2,334,344 shares in the last 24 months. This volume of shares sold represents approximately $90.45M in transactions.


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This page (NASDAQ:LOB) was last updated on 7/5/2025 by MarketBeat.com Staff
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