Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free LOB Stock Alerts

Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$31.06 -1.43 (-4.40%)
Closing price 07/15/2025 03:59 PM Eastern
Extended Trading
$31.02 -0.04 (-0.11%)
As of 07/15/2025 04:10 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.
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)
125
Total
Institutional Inflows
(last 12 months)
$201.98M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$89.41M
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.

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
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%
7/14/2025 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%
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%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
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%
4/16/2025 Wealth 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%
4/16/2025 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%
4/10/2025Chatham Capital Group Inc.57,253$1.53M0.3%+4.6%0.126%
4/7/2025 GAMMA 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%
3/17/2025 Wealth 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%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
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%
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%
(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 5,817,514 shares in the last 24 months. This purchase volume represents approximately $201.95M 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 2,300,087 shares in the last 24 months. This volume of shares sold represents approximately $89.15M in transactions.


Related Companies

This page (NASDAQ:LOB) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Why Elon is funding the “Quantum Power Grid”
Elon knows the future isn’t about smarter AI — it’s about powering it. And this new technology is quietly b...
True Market Insiders | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Special gold investment soars 2,300% ... 5,090% ... 9,850%
In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...
Weiss Ratings | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored