LIVE OAK BANCSHARES INC (LOB) Institutional Ownership Changes & 13F Activity
LIVE OAK BANCSHARES INC (LOB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Millennium Management Llc, Southernsun Asset Management, Llc, Ameriprise Financial Inc, and Jacobs Levy Equity Management, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -2,197 | -0.9% | 237,127 | $9.68M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -69,696 | -4.8% | 1,367,619 | $55.88M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -2,000 | -0.7% | 283,133 | $11.56M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +4,211 | +4.4% | 100,071 | $4.09M | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Buy | +7,897 | +24.0% | 40,858 | $1.67M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +1,811 | +23.4% | 9,557 | $390.31K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -200 | -6.0% | 3,135 | $128.00K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -57 | -12.4% | 402 | $16.45K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +5 | +0.0% | 89,193 | $3.64M | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Sell | -115,555 | -36.2% | 203,445 | $8.31M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -112,679 | -83.1% | 22,911 | $935.68K | Q2 2026 | Aug 14, 2026 |
| Southernsun Asset Management, Llc | Sell | -98,788 | -9.6% | 934,751 | $38.18M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +85,275 | — | 85,275 | $3.48M | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Sell | -76,739 | -57.8% | 56,079 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +72,241 | +12.6% | 646,091 | $26.39M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +71,864 | — | 71,864 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Gilder Gagnon Howe & Co Llc | Sell | -69,204 | -5.8% | 1,123,910 | $45.90M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +66,187 | — | 66,187 | $2.70M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +60,432 | +90.0% | 127,605 | $5.21M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +58,742 | — | 58,742 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Voloridge Investment Management, Llc | Sell | -56,451 | -51.5% | 53,182 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Loomis Sayles & Co L P | Sell | -56,135 | -7.7% | 671,994 | $27.44M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +55,407 | +31.7% | 230,020 | $9.39M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -45,066 | -17.1% | 217,937 | $8.90M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -43,134 | -61.7% | 26,795 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, Llc | Buy | +40,720 | +83.4% | 89,556 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -39,448 | -64.1% | 22,078 | $901.67K | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +38,616 | — | 38,616 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +38,340 | +38.1% | 138,955 | $5.67M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +24,602 | +9.4% | 287,390 | $11.74M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about LOB activity
Which institutional owners are buying LOB?
Institutional owners buying LOB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LOB activity?
"Buy" means an investor increased their reported position in LOB compared to the prior reporting period. This reflects growing exposure to LIVE OAK BANCSHARES INC (LOB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LOB increasing?
Institutional interest in LOB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related LOB Institutional Insights
- LOB Overview
- LOB 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Financial Services Stocks By Institutional Investors
- LOB Insider Trading & SEC Form 4 Activity
- LOB Articles
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