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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$24.18 +0.28 (+1.17%)
Closing price 03:59 PM Eastern
Extended Trading
$24.20 +0.02 (+0.10%)
As of 04:07 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)
109
Total
Institutional Inflows
(last 12 months)
$163.47M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$84.49M
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Skip Chart & View Institutional Buying and Selling Data

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
4/16/2025 Wealth Enhancement Advisory Services LLC38,802$1.03M0.0%+100.6%0.085%
4/16/2025 Stock 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%
4/10/2025 Chatham 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%
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 Company 297,083$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%
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2/14/2025Mendon Capital Advisors Corp50,000$1.98M1.0%N/A0.111%
2/14/2025Southernsun Asset Management LLC796,720$31.51M3.9%+10.3%1.763%
2/14/2025Hsbc Holdings PLC20,491$811K0.0%+391.2%0.045%
2/14/2025Stifel Financial Corp22,791$901K0.0%+15.6%0.050%
2/14/2025Tower Research Capital LLC TRC 2,078$82K0.0%-70.3%0.005%
2/14/2025MetLife Investment Management LLC21,135$836K0.0%+5.9%0.047%
2/14/2025Dimensional Fund Advisors LP1,418,265$56.09M0.0%+0.1%3.138%
2/14/2025First Trust Advisors LP15,972$632K0.0%-52.1%0.035%
2/14/2025Capital International Investors2,041,706$80.75M0.0%+75.8%4.518%
2/14/2025Banc Funds Co. LLC12,322$487K0.1%-3.4%0.027%
2/13/2025Barclays PLC78,997$3.12M0.0%+7.4%0.175%
2/13/2025CenterBook Partners LP116,348$4.60M0.3%-24.0%0.257%
2/13/2025Raymond James Financial Inc.133,415$5.28M0.0%N/A0.295%
2/13/2025Advisory Services Network LLC37,458$1.48M0.0%+4.5%0.083%
2/13/2025Legal & General Group Plc38,627$1.54M0.0%+5.9%0.085%
2/13/2025Invesco Ltd.50,720$2.01M0.0%+0.6%0.112%
2/13/2025Federated Hermes Inc.39,931$1.58M0.0%+2.8%0.088%
2/13/2025Quadrant Capital Group LLC924$37K0.0%-31.4%0.002%
2/13/2025Russell Investments Group Ltd.108,841$4.31M0.0%-5.7%0.241%
2/13/2025Envestnet Asset Management Inc.124,687$4.93M0.0%+64.1%0.276%
2/13/2025Wells Fargo & Company MN69,939$2.77M0.0%+14.1%0.155%
2/12/2025Thoroughbred Financial Services LLC5,594$221K0.0%+7.8%0.012%
2/12/2025Motley Fool Asset Management LLC63,177$2.50M0.1%+10.4%0.140%
2/12/2025Trexquant Investment LP45,517$1.80M0.0%+2.1%0.101%
2/12/2025Geode Capital Management LLC772,796$30.57M0.0%-0.1%1.710%
2/12/2025O Shaughnessy Asset Management LLC8,353$330K0.0%-14.9%0.018%
2/12/2025Watchman Group Inc.82,526$3.26M0.9%-1.9%0.183%
2/12/2025Barrow Hanley Mewhinney & Strauss LLC1,540,228$60.92M0.2%-0.8%3.408%
2/12/2025Level Four Advisory Services LLC19,444$769K0.0%+4.7%0.043%
2/12/2025Norges Bank102,552$4.06M0.0%N/A0.227%
2/12/2025Loomis Sayles & Co. L P234,818$9.29M1.0%+6.1%0.520%
2/12/2025Howe & Rusling Inc.8,513$337K0.0%+8.3%0.019%
2/12/2025JPMorgan Chase & Co.126,743$5.01M0.0%+54.4%0.280%
2/12/2025Motley Fool Wealth Management LLC146,185$5.77M0.3%-3.1%0.323%
2/11/2025Corebridge Financial Inc.17,239$682K0.0%-7.0%0.038%
2/11/2025Vanguard Group Inc.2,631,256$104.07M0.0%+0.4%5.823%
2/11/2025LPL Financial LLC10,326$408K0.0%+7.9%0.023%
2/11/2025KLP Kapitalforvaltning AS6,700$265K0.0%N/A0.015%
2/11/2025American Century Companies Inc.159,090$6.29M0.0%-7.2%0.352%
2/11/2025Quantbot Technologies LP16,540$654K0.0%N/A0.037%
2/11/2025Trillium Asset Management LLC134,273$5.31M0.1%-4.7%0.297%
2/10/2025one8zero8 LLC68,001$2.69M0.6%N/A0.150%
2/10/2025Picton Mahoney Asset Management686$27K0.0%N/A0.002%
2/10/2025Diamond Hill Capital Management Inc.1,224,126$48.41M0.2%-25.3%2.709%
2/10/2025Commonwealth Equity Services LLC79,413$3.14M0.0%+3.0%0.176%
2/10/2025Swiss National Bank70,800$2.80M0.0%+7.1%0.157%
2/7/2025AlphaQuest LLC2,383$94K0.0%-86.1%0.005%
2/7/2025 Chatham Capital Group Inc.54,718$2.16M0.4%-2.2%0.121%
2/6/2025Inceptionr LLC9,068$359K0.1%N/A0.020%
2/6/2025Raymond James Financial Inc.133,415$5.28M0.0%N/A0.295%
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2/6/2025Arizona State Retirement System10,455$413K0.0%+7.7%0.023%
2/6/2025Victory Capital Management Inc.46,527$1.84M0.0%+44.3%0.103%
2/6/2025Charles Schwab Investment Management Inc.284,002$11.23M0.0%+1.9%0.628%
2/5/2025Allegiance Financial Group Advisory Services LLC6,313$250K0.1%+17.5%0.014%
2/4/2025Bank of New York Mellon Corp172,896$6.84M0.0%+5.0%0.383%
2/4/2025Y Intercept Hong Kong Ltd10,971$434K0.0%N/A0.024%
2/3/2025 Handelsbanken Fonder AB6,000$237K0.0%+7.1%0.013%
1/31/2025Rice Hall James & Associates LLC129,386$5.12M0.3%-1.5%0.286%
1/31/2025Venturi Wealth Management LLC1,789$71K0.0%N/A0.004%
1/31/2025Truist Financial Corp16,310$645K0.0%+65.5%0.036%
(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, 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 145 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 6,987,937 shares in the last 24 months. This purchase volume represents approximately $258.17M in transactions.

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

Of the 86 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), Salem Investment Counselors Inc. ($256.82K), Blue Trust Inc. ($252.37K), and Millennium Management LLC ($210.56K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 4,235,343 shares in the last 24 months. This volume of shares sold represents approximately $153.92M in transactions.


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This page (NASDAQ:LOB) was last updated on 4/17/2025 by MarketBeat.com Staff
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