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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$40.53 +0.59 (+1.46%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
81
Total
Institutional Inflows
(last 12 months)
$105.69M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$73.65M
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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
1/17/2025Inspire Investing LLC10,124$400K0.0%+16.7%0.022%
1/17/2025SG Americas Securities LLC4,157$164K0.0%-70.9%0.009%
1/14/2025 Park Avenue Securities LLC6,990$276K0.0%+61.8%0.015%
1/13/2025 Salem Investment Counselors Inc.66,725$2.64M0.1%-23.6%0.148%
1/10/2025 Harbor Capital Advisors Inc.8,679$343K0.0%-20.2%0.019%
1/8/2025 First Hawaiian Bank16,002$633K0.0%+3.6%0.035%
1/3/2025 Central Pacific Bank Trust Division10,392$411K0.1%+3.5%0.023%
12/26/2024JPMorgan Chase & Co.82,077$3.89M0.0%+195.3%0.182%
12/19/2024Principal Financial Group Inc.23,799$1.13M0.0%-8.7%0.053%
11/25/2024Synovus Financial Corp5,500$261K0.0%N/A0.012%
11/25/2024Sanctuary Advisors LLC7,937$379K0.0%N/A0.018%
11/16/2024Geode Capital Management LLC773,724$36.66M0.0%+1.8%1.718%
11/15/2024Barclays PLC73,577$3.49M0.0%+130.5%0.163%
11/15/2024Public Employees Retirement System of Ohio6,262$297K0.0%-68.2%0.014%
11/15/2024MML Investors Services LLC15,966$756K0.0%+8.8%0.035%
11/15/2024XTX Topco Ltd6,149$291K0.0%N/A0.014%
11/15/2024Southernsun Asset Management LLC722,527$34.23M4.1%-12.0%1.605%
11/15/2024State Street Corp1,109,413$52.55M0.0%+13.4%2.464%
11/15/2024Stifel Financial Corp19,720$934K0.0%+59.5%0.044%
11/15/2024Quarry LP713$34K0.0%+98.6%0.002%
11/15/2024Motley Fool Asset Management LLC57,217$2.63M0.2%-2.0%0.127%
11/15/2024Motley Fool Wealth Management LLC150,913$7.15M0.4%-1.6%0.335%
11/15/2024Jacobs Levy Equity Management Inc.185,309$8.78M0.0%+82.3%0.412%
11/15/2024Hotchkis & Wiley Capital Management LLC150,908$7.15M0.0%-14.7%0.335%
11/15/2024HighTower Advisors LLC7,672$364K0.0%N/A0.017%
11/15/2024Benjamin Edwards Inc.7,717$366K0.0%+62.8%0.017%
11/14/2024Captrust Financial Advisors64,879$3.07M0.0%-2.6%0.144%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC86,830$4.11M0.0%-17.4%0.193%
11/13/2024BNP Paribas Financial Markets25,054$1.19M0.0%+53.4%0.056%
11/13/2024FMR LLC4,364$207K0.0%+15.0%0.010%
11/13/2024The Manufacturers Life Insurance Company301,813$14.30M0.0%-2.5%0.670%
11/13/2024Loomis Sayles & Co. L P221,263$10.48M0.0%+3.6%0.491%
11/12/2024Algert Global LLC91,794$4.35M0.1%-0.5%0.204%
11/12/202449 Wealth Management LLC10,212$484K0.1%+2.1%0.023%
11/12/2024Charles Schwab Investment Management Inc.278,821$13.21M0.0%+3.0%0.619%
11/9/2024Intech Investment Management LLC6,682$317K0.0%N/A0.015%
11/7/2024Quest Partners LLC17,146$812K0.1%+746.3%0.038%
11/6/2024Natixis Advisors LLC20,833$987K0.0%-1.7%0.046%
11/5/2024Victory Capital Management Inc.32,234$1.53M0.0%-44.1%0.072%
11/5/2024Entropy Technologies LP4,322$205K0.0%N/A0.010%
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11/5/2024Apollon Wealth Management LLC4,883$231K0.0%N/A0.011%
11/4/2024Diamond Hill Capital Management Inc.1,639,243$77.65M0.3%-8.0%3.640%
10/31/2024Principal Financial Group Inc.23,799$1.13M0.0%-8.7%0.053%
10/29/2024 Harbor Capital Advisors Inc.10,876$515K0.0%+15.3%0.024%
10/28/2024Rice Hall James & Associates LLC131,367$6.22M0.3%-0.8%0.292%
10/28/2024US Bancorp DE8,134$385K0.0%+136.0%0.018%
10/25/2024New York State Teachers Retirement System3,165$150K0.0%+161.4%0.007%
10/25/2024abrdn plc306,124$14.50M0.0%N/A0.681%
10/24/2024Nisa Investment Advisors LLC12,531$594K0.0%-11.3%0.028%
10/24/2024Arbor Investment Advisors LLC4,630$219K0.0%N/A0.010%
10/24/2024 Wealth Enhancement Advisory Services LLC19,811$938K0.0%-29.2%0.044%
10/23/2024E. Ohman J or Asset Management AB49,626$2.35M0.1%+8.1%0.110%
10/18/2024Raymond James & Associates95,483$4.52M0.0%+4.7%0.212%
10/18/2024Blue Trust Inc.71,171$3.37M0.0%-71.9%0.158%
10/16/2024nVerses Capital LLC1,500$71K0.0%+87.5%0.003%
10/11/2024Creative Planning10,194$483K0.0%+36.5%0.023%
10/10/2024Inspire Investing LLC8,672$411K0.0%-14.0%0.019%
10/9/2024 Profit Investment Management LLC71,135$3.37M2.7%-40.7%0.158%
10/5/2024Handelsbanken Fonder AB5,600$265K0.0%N/A0.012%
10/3/2024 Park Avenue Securities LLC4,320$205K0.0%N/A0.010%
10/3/2024SG Americas Securities LLC14,293$677K0.0%+127.5%0.032%
9/23/2024Centaurus Financial Inc.11,453$402K0.0%+49.4%0.025%
8/30/2024Mendon Capital Advisors Corp30,000$1.05M0.9%-23.3%0.067%
8/21/2024Truist Financial Corp8,891$312K0.0%N/A0.020%
8/16/2024Northwestern Mutual Wealth Management Co.12,610$442K0.0%-26.3%0.028%
8/16/2024Algert Global LLC92,261$3.24M0.1%-0.5%0.205%
8/15/2024The Manufacturers Life Insurance Company309,552$10.85M0.0%-1.1%0.688%
8/15/2024Millennium Management LLC489,788$17.17M0.0%-14.5%1.089%
8/15/2024Dark Forest Capital Management LP11,506$403K0.1%-23.4%0.026%
8/14/2024Squarepoint Ops LLC14,848$521K0.0%+32.0%0.033%
8/13/2024Barrow Hanley Mewhinney & Strauss LLC1,560,218$54.70M0.2%+1.0%3.470%
8/13/2024Sei Investments Co.22,630$793K0.0%+268.1%0.050%
8/13/2024Benjamin Edwards Inc.4,740$166K0.0%N/A0.011%
8/12/2024Inspire Investing LLC10,086$354K0.0%+16.4%0.022%
8/9/2024Dimensional Fund Advisors LP1,402,516$49.17M0.0%+3.5%3.119%
8/9/2024Diamond Hill Capital Management Inc.1,782,588$62.50M0.3%-0.3%3.964%
8/8/2024Envestnet Asset Management Inc.66,130$2.32M0.0%+432.0%0.147%
8/8/2024Federated Hermes Inc.39,403$1.38M0.0%-15.4%0.088%
8/8/2024American Century Companies Inc.221,769$7.78M0.0%-24.3%0.493%
8/8/2024Rice Hall James & Associates LLC132,429$4.64M0.3%-4.1%0.294%
8/6/2024Quest Partners LLC2,026$71K0.0%+68.4%0.005%
8/5/2024Victory Capital Management Inc.57,708$2.02M0.0%-8.6%0.128%
8/1/2024Rhumbline Advisers50,785$1.78M0.0%-6.4%0.113%
7/31/2024nVerses Capital LLC800$28K0.0%-80.0%0.002%
7/30/2024Signaturefd LLC10,436$366K0.0%-63.5%0.023%
7/29/2024Principal Financial Group Inc.26,071$914K0.0%+15.2%0.058%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank9,206$323K0.0%+10.0%0.020%
7/26/2024Allspring Global Investments Holdings LLC2,323$81K0.0%+1,885.5%0.005%
7/26/2024Bank of New York Mellon Corp186,961$6.56M0.0%+4.7%0.416%
7/24/2024Allegiance Financial Group Advisory Services LLC7,392$259K0.1%-23.9%0.016%
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7/18/2024Blue Trust Inc.252,994$8.87M0.1%+12,211.1%0.563%
7/16/2024 Wealth Enhancement Advisory Services LLC27,991$981K0.0%-20.7%0.062%
7/16/2024Chatham Capital Group Inc.43,815$1.54M0.3%+1.7%0.097%
7/12/2024SG Americas Securities LLC6,282$220K0.0%+57.8%0.014%
7/12/2024 Profit Investment Management LLC119,955$4.21M2.6%-6.9%0.267%
7/11/2024 Salem Investment Counselors Inc.91,860$3.22M0.1%-26.5%0.204%
7/9/2024 Harbor Capital Advisors Inc.9,433$331K0.0%-26.6%0.021%
7/2/2024 First Hawaiian Bank15,451$542K0.0%N/A0.034%
5/24/2024Cetera Advisors LLC5,906$245K0.0%+9.2%0.013%
5/17/2024Motley Fool Asset Management LLC66,150$2.75M0.2%+16.4%0.148%
(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, 144 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($105.27M), Diamond Hill Capital Management Inc. ($77.65M), Barrow Hanley Mewhinney & Strauss LLC ($54.70M), State Street Corp ($52.55M), Dimensional Fund Advisors LP ($49.17M), Geode Capital Management LLC ($36.66M), and Southernsun Asset Management LLC ($34.23M).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 124 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: Barrow Hanley Mewhinney & Strauss LLC ($736.45K), Capital International Investors ($448.77K), Trust Co of the South ($330.60K), abrdn plc ($306.12K), Blue Trust Inc. ($252.90K), Rice Hall James & Associates LLC ($229.27K), and Dimensional Fund Advisors LP ($207.18K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 5,238,913 shares in the last 24 months. This purchase volume represents approximately $185.89M in transactions.

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

Of the 70 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: abrdn plc ($881.50K), Federated Hermes Inc. ($397.24K), Diamond Hill Capital Management Inc. ($337.17K), Southernsun Asset Management LLC ($289.22K), Salem Investment Counselors Inc. ($237.83K), Blue Trust Inc. ($181.82K), and Motley Fool Wealth Management LLC ($99.10K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 3,720,988 shares in the last 24 months. This volume of shares sold represents approximately $128.82M in transactions.


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This page (NASDAQ:LOB) was last updated on 1/18/2025 by MarketBeat.com Staff
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