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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$27.66 +0.41 (+1.50%)
Closing price 03/27/2025 03:59 PM Eastern
Extended Trading
$27.68 +0.02 (+0.08%)
As of 03/27/2025 04:24 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)
110
Total
Institutional Inflows
(last 12 months)
$161.64M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$85.18M
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LOB Institutional Buying and Selling by Quarter

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Live Oak Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California 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%
3/12/2025 Centaurus Financial Inc.10,630$420K0.0%-7.0%0.024%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC1,540,228$60.92M0.2%-0.8%3.408%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC88,152$3.49M0.0%+1.5%0.195%
2/17/2025 Voloridge Investment Management LLC94,222$3.73M0.0%-16.7%0.209%
2/17/2025 Two Sigma Advisers LP6,900$273K0.0%-39.5%0.015%
2/17/2025 Rafferty Asset Management LLC45,340$1.79M0.0%+34.9%0.100%
2/17/2025 Point72 Asset Management L.P.74,120$2.93M0.0%N/A0.164%
2/17/2025 Point72 Europe London LLP54,121$2.14M0.1%N/A0.120%
2/17/2025 ProShare Advisors LLC9,766$386K0.0%+49.1%0.022%
2/17/2025 Millennium Management LLC91,044$3.60M0.0%-58.4%0.201%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,714$780K0.0%+3.6%0.044%
2/17/2025 Jacobs Levy Equity Management Inc.235,834$9.33M0.0%+27.3%0.522%
2/17/2025 Deutsche Bank AG86,017$3.40M0.0%+15.0%0.190%
2/17/2025 D. E. Shaw & Co. Inc.159,027$6.29M0.0%-20.4%0.352%
2/17/2025 Cetera Investment Advisers15,620$618K0.0%+29.4%0.035%
2/17/2025 Captrust Financial Advisors58,372$2.31M0.0%-10.0%0.129%
2/17/2025 Balyasny Asset Management L.P.15,965$631K0.0%+120.5%0.035%
2/17/2025 Bank of America Corp DE60,460$2.39M0.0%-40.7%0.134%
2/17/2025 Benjamin Edwards Inc.8,516$337K0.0%+10.4%0.019%
2/17/2025 BNP Paribas Financial Markets35,649$1.41M0.0%+42.3%0.079%
2/17/2025 Ameriprise Financial Inc.826,456$32.69M0.0%-3.1%1.829%
2/17/2025 Algert Global LLC96,756$3.83M0.1%+5.4%0.214%
2/17/2025 AmeriServ Wealth Advisors112,344$4.44M2.4%N/A0.249%
2/14/2025 Jane Street Group LLC14,805$586K0.0%-58.6%0.033%
2/14/2025 Northern Trust Corp314,325$12.43M0.0%+3.2%0.696%
2/14/2025 The Manufacturers Life Insurance Company 297,083$11.75M0.0%-1.6%0.657%
2/14/2025 Tudor Investment Corp ET AL61,280$2.42M0.0%-53.7%0.136%
2/14/2025 Aquatic Capital Management LLC8,754$346K0.0%N/A0.019%
2/14/2025 Voya Investment Management LLC10,575$418K0.0%-7.7%0.023%
2/14/2025 Fuller & Thaler Asset Management Inc.50,790$2.01M0.0%+1.9%0.112%
2/14/2025 T. Rowe Price Investment Management Inc.6,419,486$253.89M0.2%-0.6%14.206%
2/14/2025 Price T Rowe Associates Inc. MD27,437$1.09M0.0%+10.4%0.061%
2/14/2025 Mendon Capital Advisors Corp50,000$1.98M1.0%N/A0.111%
2/14/2025 Southernsun Asset Management LLC796,720$31.51M3.9%+10.3%1.763%
2/14/2025 Hsbc Holdings PLC20,491$811K0.0%+391.2%0.045%
2/14/2025 Stifel Financial Corp22,791$901K0.0%+15.6%0.050%
2/14/2025 Tower Research Capital LLC TRC 2,078$82K0.0%-70.3%0.005%
2/14/2025 MetLife Investment Management LLC21,135$836K0.0%+5.9%0.047%
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2/14/2025 Dimensional Fund Advisors LP1,418,265$56.09M0.0%+0.1%3.138%
2/14/2025 First Trust Advisors LP15,972$632K0.0%-52.1%0.035%
2/14/2025 Capital International Investors2,041,706$80.75M0.0%+75.8%4.518%
2/14/2025 Banc Funds Co. LLC12,322$487K0.1%-3.4%0.027%
2/13/2025 Barclays PLC78,997$3.12M0.0%+7.4%0.175%
2/13/2025 CenterBook Partners LP116,348$4.60M0.3%-24.0%0.257%
2/13/2025 Raymond James Financial Inc.133,415$5.28M0.0%N/A0.295%
2/13/2025 Advisory Services Network LLC37,458$1.48M0.0%+4.5%0.083%
2/13/2025 Legal & General Group Plc38,627$1.54M0.0%+5.9%0.085%
2/13/2025 Invesco Ltd.50,720$2.01M0.0%+0.6%0.112%
2/13/2025 Federated Hermes Inc.39,931$1.58M0.0%+2.8%0.088%
2/13/2025 Quadrant Capital Group LLC924$37K0.0%-31.4%0.002%
2/13/2025 Russell Investments Group Ltd.108,841$4.31M0.0%-5.7%0.241%
2/13/2025 Envestnet Asset Management Inc.124,687$4.93M0.0%+64.1%0.276%
2/13/2025 Wells Fargo & Company MN69,939$2.77M0.0%+14.1%0.155%
2/12/2025 Thoroughbred Financial Services LLC5,594$221K0.0%+7.8%0.012%
2/12/2025 Motley Fool Asset Management LLC63,177$2.50M0.1%+10.4%0.140%
2/12/2025 Trexquant Investment LP45,517$1.80M0.0%+2.1%0.101%
2/12/2025 Geode Capital Management LLC772,796$30.57M0.0%-0.1%1.710%
2/12/2025 O Shaughnessy Asset Management LLC8,353$330K0.0%-14.9%0.018%
2/12/2025 Watchman Group Inc.82,526$3.26M0.9%-1.9%0.183%
2/12/2025 Barrow Hanley Mewhinney & Strauss LLC1,540,228$60.92M0.2%-0.8%3.408%
2/12/2025 Level Four Advisory Services LLC19,444$769K0.0%+4.7%0.043%
2/12/2025 Norges Bank102,552$4.06M0.0%N/A0.227%
2/12/2025 Loomis Sayles & Co. L P234,818$9.29M1.0%+6.1%0.520%
2/12/2025 Howe & Rusling Inc.8,513$337K0.0%+8.3%0.019%
2/12/2025 JPMorgan Chase & Co.126,743$5.01M0.0%+54.4%0.280%
2/12/2025 Motley Fool Wealth Management LLC146,185$5.77M0.3%-3.1%0.323%
2/11/2025 Corebridge Financial Inc.17,239$682K0.0%-7.0%0.038%
2/11/2025 Vanguard Group Inc.2,631,256$104.07M0.0%+0.4%5.823%
2/11/2025 LPL Financial LLC10,326$408K0.0%+7.9%0.023%
2/11/2025 KLP Kapitalforvaltning AS6,700$265K0.0%N/A0.015%
2/11/2025 American Century Companies Inc.159,090$6.29M0.0%-7.2%0.352%
2/11/2025 Quantbot Technologies LP16,540$654K0.0%N/A0.037%
2/11/2025 Trillium Asset Management LLC134,273$5.31M0.1%-4.7%0.297%
2/10/2025 one8zero8 LLC68,001$2.69M0.6%N/A0.150%
2/10/2025 Picton Mahoney Asset Management686$27K0.0%N/A0.002%
2/10/2025 Diamond Hill Capital Management Inc.1,224,126$48.41M0.2%-25.3%2.709%
2/10/2025 Commonwealth Equity Services LLC79,413$3.14M0.0%+3.0%0.176%
2/10/2025 Swiss National Bank70,800$2.80M0.0%+7.1%0.157%
2/7/2025 AlphaQuest LLC2,383$94K0.0%-86.1%0.005%
2/7/2025 Chatham Capital Group Inc.54,718$2.16M0.4%-2.2%0.121%
2/6/2025 Inceptionr LLC9,068$359K0.1%N/A0.020%
2/6/2025 Raymond James Financial Inc.133,415$5.28M0.0%N/A0.295%
2/6/2025 Arizona State Retirement System10,455$413K0.0%+7.7%0.023%
2/6/2025 Victory Capital Management Inc.46,527$1.84M0.0%+44.3%0.103%
2/6/2025 Charles Schwab Investment Management Inc.284,002$11.23M0.0%+1.9%0.628%
2/5/2025 Allegiance Financial Group Advisory Services LLC6,313$250K0.1%+17.5%0.014%
2/4/2025 Bank of New York Mellon Corp172,896$6.84M0.0%+5.0%0.383%
2/4/2025 Y Intercept Hong Kong Ltd10,971$434K0.0%N/A0.024%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/3/2025 Handelsbanken Fonder AB6,000$237K0.0%+7.1%0.013%
1/31/2025 Rice Hall James & Associates LLC129,386$5.12M0.3%-1.5%0.286%
1/31/2025 Venturi Wealth Management LLC1,789$71K0.0%N/A0.004%
1/31/2025 Truist Financial Corp16,310$645K0.0%+65.5%0.036%
1/31/2025 Sanctuary Advisors LLC8,975$355K0.0%+13.1%0.020%
1/31/2025 Principal Financial Group Inc.26,139$1.03M0.0%+9.8%0.058%
1/30/2025 Principal Securities Inc.3,000$119K0.0%+99.7%0.007%
1/30/2025 Rhumbline Advisers50,102$1.98M0.0%+1.5%0.111%
1/24/2025 abrdn plc336,721$13.32M0.0%+10.0%0.745%
1/24/2025 Stock Yards Bank & Trust Co.12,800$506K0.0%-3.8%0.028%
(Data available from 1/1/2016 forward)

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LOB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LOB shares?

During the previous two years, 178 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($253.89M), Vanguard Group Inc. ($104.07M), Capital International Investors ($80.75M), Barrow Hanley Mewhinney & Strauss LLC ($60.92M), Dimensional Fund Advisors LP ($56.09M), State Street Corp ($52.55M), and Diamond Hill Capital Management Inc. ($48.41M).Learn more on LOB's 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 143 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), Barrow Hanley Mewhinney & Strauss LLC ($736.45K), abrdn plc ($336.72K), Trust Co of the South ($330.60K), Raymond James Financial Inc. ($266.83K), Norges Bank ($266.81K), and Blue Trust Inc. ($252.90K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 6,917,533 shares in the last 24 months. This purchase volume represents approximately $256.29M in transactions.

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

Of the 87 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. ($707.09K), abrdn plc ($582.79K), Federated Hermes Inc. ($397.24K), Southernsun Asset Management LLC ($289.22K), Blue Trust Inc. ($252.37K), Salem Investment Counselors Inc. ($237.83K), and Millennium Management LLC ($210.56K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 4,222,539 shares in the last 24 months. This volume of shares sold represents approximately $153.57M in transactions.


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This page (NASDAQ:LOB) was last updated on 3/28/2025 by MarketBeat.com Staff
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