LIVE OAK BANCSHARES INC (LOB) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling LOB?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LIVE OAK BANCSHARES INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on LOB?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LIVE OAK BANCSHARES INC.

Is institutional money flowing into LOB?

118 institutional investors hold LIVE OAK BANCSHARES INC (LOB). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about LOB?

Track institutional sentiment and conviction scores for LIVE OAK BANCSHARES INC (LOB) including Smart Money Verdict and position changes on HoldingsIntel.

LIVE OAK BANCSHARES INC

LOB·53803X105·US·equity·Financial Services - Banks - Regional-13D/G

LOB (LIVE OAK BANCSHARES INC) is held by 118 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($122.8M), VANGUARD GROUP INC ($92.8M), BARROW HANLEY MEWHINNEY & STRAUSS LLC ($59.3M). Net institutional sentiment: Mixed.

118

Holders

Avg rating(10 Elite)

$769.9M

Total Value

50% (129)

Fund Consensus

51 buying - 55 selling

Smart Money Verdict- Q4 2025View all

47Weak MomentumSplit Signals

Held by 118 funds

10 elite

Who's Trading

InsiderMAHAN JAMES S IIISell $328KMar 11, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	3.6M(+11.1%)	$122.8M	0.0%	-4.97%	33
VANGUARD GROUP INC	Increased	2.7M(+0.6%)	$92.8M	0.0%	-21.98%	30
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Decreased	1.7M(-2.8%)	$59.3M	0.2%	+37.72%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	1.5M(-0.4%)	$52.8M	0.0%	+38.96%	0
STATE STREET CORP	Increased	1.3M(+5.1%)	$44.9M	0.0%	-16.20%	31
NewEdge Wealth, LLC	New	1.3M	$43.3M	0.5%	+5.87%	48
GEODE CAPITAL MANAGEMENT, LLC	Decreased	817,436(-1.1%)	$28.1M	0.0%	+31.22%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	New	648,561	$22.3M	0.1%	+5.87%	39
LOOMIS SAYLES & CO L P	New	558,410	$19.2M	0.0%	+5.87%	39
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	370,859	$12.7M	0.0%	+18.68%	0
D. E. Shaw & Co., Inc.	Increased	338,487(+22.9%)	$11.6M	0.0%	+10.69%	34
GOLDMAN SACHS GROUP INC	Increased	293,241(+1.4%)	$10.1M	0.0%	+3.57%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	291,959(-0.9%)	$10M	0.0%	+31.01%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	288,115(-0.8%)	$9.9M	0.0%	+89.66%	0
TWO SIGMA INVESTMENTS, LP	Increased	286,160(+84.4%)	$9.8M	0.0%	+7.84%	43
NORTHERN TRUST CORP	Decreased	285,092(-6.4%)	$9.8M	0.0%	+70.87%	0
MORGAN STANLEY	Decreased	273,097(-4.5%)	$9.4M	0.0%	-0.59%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	266,543(-3.7%)	$9.2M	0.0%	-6.79%	0
MILLENNIUM MANAGEMENT LLC	Decreased	258,071(-8.8%)	$8.9M	0.0%	+30.43%	0
ROYCE & ASSOCIATES LP	New	247,341	$8.5M	0.1%	+5.87%	38
FULLER & THALER ASSET MANAGEMENT, INC.	Increased	223,584(+43.9%)	$7.7M	0.0%	+8.34%	37
RAYMOND JAMES FINANCIAL INC	Increased	220,270(+18.5%)	$7.6M	0.0%	+1.29%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	217,500(+5.6%)	$7.5M	0.0%	+4.82%	29
WHITTIER TRUST CO	Increased	198,877(+11.6%)	$7.2M	0.1%	+2.22%	31
CITADEL ADVISORS LLC	Increased	210,184(+30.4%)	$7.2M	0.0%	+13.90%	35
DIAMOND HILL CAPITAL MANAGEMENT INC	Decreased	204,093(-8.1%)	$7M	0.0%	+6.01%	0
BANK OF AMERICA CORP /DE/	Decreased	188,567(-5.0%)	$6.5M	0.0%	+7.35%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Increased	178,965(+8.3%)	$6.1M	0.0%	+13.19%	29
WELLS FARGO & COMPANY/MN	Increased	161,547(+96.6%)	$5.5M	0.0%	+8.35%	43
UBS Group AG	Increased	160,710(+29.4%)	$5.5M	0.0%	-8.28%	34
STATE OF WISCONSIN INVESTMENT BOARD	Increased	139,765(+268.9%)	$4.8M	0.0%	+7.26%	43
AMERIPRISE FINANCIAL INC	Decreased	134,335(-74.2%)	$4.6M	0.0%	+0.47%	0
Walleye Capital LLC	Decreased	113,706(-2.4%)	$3.9M	0.0%	+22.99%	0
TWO SIGMA ADVISERS, LP	Increased	113,600(+77.8%)	$3.9M	0.0%	+14.69%	41
Nuveen, LLC	Decreased	107,488(-64.4%)	$3.7M	0.0%	+35.60%	0
Bank of New York Mellon Corp	Decreased	103,541(-41.3%)	$3.6M	0.0%	-8.21%	0
AQR CAPITAL MANAGEMENT LLC	Increased	102,401(+8.6%)	$3.5M	0.0%	+10.12%	29
Russell Investments Group, Ltd.	Increased	102,063(+48.6%)	$3.5M	0.0%	+14.35%	37
CAPTRUST FINANCIAL ADVISORS	Increased	93,020(+43.9%)	$3.2M	0.0%	+9.07%	36
AMERICAN CENTURY COMPANIES INC	Decreased	92,648(-9.6%)	$3.2M	0.0%	-9.90%	0
Empowered Funds, LLC	Increased	86,150(+0.2%)	$3M	0.0%	+26.98%	26
DEUTSCHE BANK AG\	Decreased	85,693(-30.9%)	$2.9M	0.0%	-3.34%	0
TD ASSET MANAGEMENT INC	Unchanged	73,366	$2.5M	0.0%	-22.21%	0
Swiss National Bank	Increased	72,200(+2.1%)	$2.5M	0.0%	+54.95%	27
BARCLAYS PLC	Increased	71,380(+31.0%)	$2.5M	0.0%	-8.00%	33
Invesco Ltd.	Increased	64,322(+9.3%)	$2.2M	0.0%	-19.51%	28
Verition Fund Management LLC	Decreased	60,921(-7.6%)	$2.1M	0.0%	+19.21%	0
FMR LLC	Increased	54,766(+3.6%)	$1.9M	0.0%	+6.70%	27
VICTORY CAPITAL MANAGEMENT INC	Increased	54,283(+0.1%)	$1.9M	0.0%	-2.42%	26
TUDOR INVESTMENT CORP ET AL	Decreased	53,137(-69.8%)	$1.8M	0.0%	+2.00%	0
JPMORGAN CHASE & CO	Decreased	53,002(-67.1%)	$1.8M	0.0%	+4.50%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	49,792(-2.2%)	$1.7M	0.0%	+11.88%	0
Brevan Howard Capital Management LP	New	50,000	$1.7M	0.0%	+5.87%	36
ROYAL BANK OF CANADA	Decreased	49,009(-10.9%)	$1.7M	0.0%	+8.54%	0
RHUMBLINE ADVISERS	Decreased	45,909(-14.5%)	$1.6M	0.0%	+40.50%	0
Squarepoint Ops LLC	Decreased	44,759(-51.7%)	$1.5M	0.0%	+31.50%	0
MML INVESTORS SERVICES, LLC	Increased	42,097(+6.8%)	$1.4M	0.0%	+4.94%	27
Rafferty Asset Management, LLC	Decreased	40,075(-1.4%)	$1.4M	0.0%	+5.14%	0
SEI INVESTMENTS CO	Decreased	39,354(-7.0%)	$1.4M	0.0%	+6.96%	0
FEDERATED HERMES, INC.	Increased	38,517(+1.2%)	$1.3M	0.0%	+19.10%	26
ALLIANCEBERNSTEIN L.P.	Unchanged	37,561	$1.3M	0.0%	-40.96%	0
Creative Planning	Increased	36,577(+24.2%)	$1.3M	0.0%	+8.14%	31
XTX Topco Ltd	New	34,855	$1.2M	0.0%	+5.87%	35
Legal & General Group Plc	Decreased	33,383(-14.1%)	$1.1M	0.0%	-19.21%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	33,224(-0.1%)	$1.1M	0.0%	+85.94%	0
OSAIC HOLDINGS, INC.	Increased	32,933(+4.4%)	$1.1M	0.0%	-1.27%	26
STIFEL FINANCIAL CORP	Decreased	32,536(-7.8%)	$1.1M	0.0%	-0.69%	0
CITIGROUP INC	Increased	32,533(+13.4%)	$1.1M	0.0%	+23.16%	29
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	32,226	$1.1M	0.0%	+5.87%	35
Engineers Gate Manager LP	Increased	32,161(+58.0%)	$1.1M	0.0%	+3.27%	36
LPL Financial LLC	Increased	31,796(+2.8%)	$1.1M	0.0%	+20.95%	26
BLAIR WILLIAM & CO/IL	New	30,082	$1M	0.0%	+5.87%	35
Trexquant Investment LP	Decreased	29,778(-69.6%)	$1M	0.0%	+1.48%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	29,215(+20.7%)	$1M	0.0%	+2.49%	30
BNP PARIBAS FINANCIAL MARKETS	Decreased	28,348(-1.3%)	$973,754	0.0%	+1.29%	0
BENJAMIN EDWARDS INC	Increased	26,215(+82.5%)	$900,596	0.0%	+3.42%	38
TRUIST FINANCIAL CORP	Increased	23,541(+4.9%)	$751,440	0.0%	+4.03%	26
MetLife Investment Management, LLC	Unchanged	20,854	$716,335	0.0%	+26.30%	0
FIRST TRUST ADVISORS LP	Decreased	20,688(-3.1%)	$710,641	0.0%	+12.99%	0
Quantinno Capital Management LP	Increased	19,386(+55.5%)	$665,910	0.0%	+9.99%	35
Cetera Investment Advisers	Decreased	18,370(-8.7%)	$630,998	0.0%	-1.09%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	16,540(+15.8%)	$601,566	0.0%	+27.72%	28
Mariner, LLC	Increased	16,791(+70.1%)	$576,756	0.0%	+3.45%	36
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	16,412(-0.1%)	$563,752	0.0%	+0.33%	0
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	14,176	$486,946	0.0%	-3.25%	0
JANUS HENDERSON GROUP PLC	Decreased	14,061(-87.4%)	$482,995	0.0%	+0.25%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	13,370(-29.7%)	$459,260	0.0%	+11.71%	0
Schonfeld Strategic Advisors LLC	Decreased	13,072(-75.9%)	$449,022	0.0%	+13.18%	0
NISA INVESTMENT ADVISORS, LLC	Unchanged	12,876	$442,291	0.0%	+37.52%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	12,184	$418,520	0.0%	-24.93%	0
Arizona State Retirement System	Decreased	10,167(-5.8%)	$349,236	0.0%	+24.08%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	9,763	$335,359	0.0%	-5.57%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	9,604	$329,897	0.0%	+4.50%	0
Sanctuary Advisors, LLC	Increased	8,998(+1.5%)	$309,083	0.0%	-20.65%	24
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	9,695(+42.5%)	$306,459	0.0%	+2.99%	31
HSBC HOLDINGS PLC	Increased	8,530(+34.2%)	$293,688	0.0%	+2.82%	30
IEQ CAPITAL, LLC	New	8,545	$293,521	0.0%	+5.87%	32
KLP KAPITALFORVALTNING AS	Unchanged	8,200	$281,670	0.0%	-5.95%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	8,110	$278,579	0.0%	-11.38%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	7,913	$271,812	0.0%	+2.92%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	7,889(+6.8%)	$270,987	0.0%	+2.07%	25
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Unchanged	7,481	$256,972	0.0%	+6.34%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	6,529(-1.3%)	$224,271	0.0%	+18.19%	0
ProShare Advisors LLC	Increased	6,467(+6.9%)	$222,140	0.0%	-17.16%	25
Kestra Advisory Services, LLC	New	5,450	$187,200	0.0%	+5.87%	31
Rockefeller Capital Management L.P.	Increased	1,356(+1.7%)	$46,607	0.0%	+1.88%	21
JONES FINANCIAL COMPANIES LLLP	Decreased	1,310(-4.0%)	$44,982	0.0%	+14.23%	0
US BANCORP \DE\	Decreased	615(-90.5%)	$21,125	0.0%	+3.53%	0
Allworth Financial LP	Increased	326(+539.2%)	$11,199	0.0%	+6.67%	19
First Command Advisory Services, Inc.	Unchanged	205	$7,042	0.0%	+1.82%	0
HUNTINGTON NATIONAL BANK	Unchanged	200	$6,870	0.0%	-27.00%	0
Farther Finance Advisors, LLC	Increased	139(+29.9%)	$4,775	0.0%	+4.12%	19
Optiver Holding B.V.	Decreased	74(-72.2%)	$2,542	0.0%	+1.82%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	30	$1,031	0.0%	+1.82%	0
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	28,476(-15.4%)	$979	0.0%	+12.22%	0
HRT FINANCIAL LP	Decreased	12,781(-77.1%)	$439	0.0%	+8.96%	0
MAI Capital Management	Decreased	11(-85.3%)	$378	0.0%	-2.93%	0
BNP Paribas Asset Management Holding S.A.	Increased	348(+77.5%)	$12	0.0%	+14.16%	12
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$444,829	0.0%	+12.00%	0
Savant Capital, LLC	Exited	0(-100.0%)	$232,769	0.0%	-3.83%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$2,853	0.0%	-3.83%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1.5M	0.0%	+1.89%	0
Point72 Asset Management, L.P.	Exited	0(-100.0%)	$1.3M	0.0%	-8.56%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$3,191	0.0%	+0.61%	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$838,976	0.0%	+17.64%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$4,121	0.0%	-3.83%	0
MARSHALL WACE, LLP	Exited	0(-100.0%)	$1M	0.0%	+29.92%	0
MERCER GLOBAL ADVISORS INC /ADV	Exited	0(-100.0%)	$254,838	0.0%	-3.83%	0
Federation des caisses Desjardins du Quebec	Exited	0(-100.0%)	$3,522	0.0%	-27.10%	0

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