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 $981 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
7,694
shares
|
$249,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
7,555
shares
|
$245,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
7,549
shares
|
$245,267
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
7,506
shares
|
$243,869
0.0% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
7,399
shares
|
$240,393
0.0% of portfolio
|
Q1 2025
Added 77.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,927
shares
|
$225,058
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
6,700
shares
|
$217,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
5,441
shares
|
$176,778
0.0% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
5,214
shares
|
$169,402
0.0% of portfolio
|
Q3 2023
Reduced 47.27%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,014
shares
|
$162,904
0.0% of portfolio
|
Q1 2025
Reduced 42.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,345
shares
|
$108,679
0.0% of portfolio
|
Q3 2023
Added 34.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$97,470
0.0% of portfolio
|
Q4 2024
Added 99.73%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
2,922
shares
|
$94,935
0.0% of portfolio
|
Q3 2023
Added 325.95%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,850
shares
|
$92,596
0.01% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,569
shares
|
$83,466
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
2,562
shares
|
$83,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,600
shares
|
$51,984
0.01% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,387
shares
|
$45,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,332
shares
|
$43,276
0.0% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,201
shares
|
$39,020
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
904
shares
|
$29,370
0.0% of portfolio
|
Q1 2025
Added 4009.09%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
839
shares
|
$27,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
807
shares
|
$26,219
0.02% of portfolio
|
Q2 2022
Added 5.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
735
shares
|
$23,880
0.0% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
684
shares
|
$22,223
0.02% of portfolio
|
Q1 2024
New holding
|