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 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
39,841
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
38,802
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 100.58%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
38,385
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
38,290
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 477.7%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
38,080
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
37,370
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
37,156
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2023
Reduced 13.56%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,455
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Homestead Advisers Corp
|
May 06, 2025 Q1 2025 |
34,100
shares
|
$955,823
0.02% of portfolio
|
Q1 2025
Reduced 72.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,725
shares
|
$945,311
0.0% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
33,719
shares
|
$945,143
0.0% of portfolio
|
Q1 2025
Added 49.7%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
33,580
shares
|
$941,247
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
30,637
shares
|
$858,755
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
30,500
shares
|
$854,915
0.0% of portfolio
|
Q1 2025
Reduced 58.85%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
29,662
shares
|
$831,425
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,615
shares
|
$830,108
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
28,781
shares
|
$806,731
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
27,412
shares
|
$768,358
0.03% of portfolio
|
Q1 2025
Added 40.98%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,036
shares
|
$757,819
0.0% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
26,737
shares
|
$749,438
0.0% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
26,437
shares
|
$741,029
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,288
shares
|
$736,852
0.0% of portfolio
|
Q1 2025
Added 197.24%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
24,651
shares
|
$690,967
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,758
shares
|
$665,936
0.07% of portfolio
|
Q1 2025
Added 896.98%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
23,242
shares
|
$651,473
0.0% of portfolio
|
Q1 2025
Added 65.29%
|