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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-2,197-0.9%237,127$9.68MQ2 2026Sep 23, 2026
State Street CorpSell-69,696-4.8%1,367,619$55.88MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-2,000-0.7%283,133$11.56MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+4,211+4.4%100,071$4.09MQ2 2026Sep 02, 2026
California State Teachers Retirement SystemBuy+7,897+24.0%40,858$1.67MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+1,811+23.4%9,557$390.31KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Sell-200-6.0%3,135$128.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-57-12.4%402$16.45KQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+5+0.0%89,193$3.64MQ2 2026Aug 17, 2026
Goldman Sachs Group IncSell-115,555-36.2%203,445$8.31MQ2 2026Aug 14, 2026
Millennium Management LlcSell-112,679-83.1%22,911$935.68KQ2 2026Aug 14, 2026
Southernsun Asset Management, LlcSell-98,788-9.6%934,751$38.18MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+85,275—85,275$3.48MQ2 2026Aug 14, 2026
Jacobs Levy Equity Management, IncSell-76,739-57.8%56,079$2.29MQ2 2026Aug 14, 2026
Royce & Associates LpBuy+72,241+12.6%646,091$26.39MQ2 2026Aug 14, 2026
Man Group PlcBuy+71,864—71,864$2.93MQ2 2026Aug 14, 2026
Gilder Gagnon Howe & Co LlcSell-69,204-5.8%1,123,910$45.90MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+66,187—66,187$2.70MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+60,432+90.0%127,605$5.21MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+58,742—58,742$2.40MQ2 2026Aug 14, 2026
Voloridge Investment Management, LlcSell-56,451-51.5%53,182$2.17MQ2 2026Aug 14, 2026
Loomis Sayles & Co L PSell-56,135-7.7%671,994$27.44MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+55,407+31.7%230,020$9.39MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-45,066-17.1%217,937$8.90MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-43,134-61.7%26,795$1.09MQ2 2026Aug 14, 2026
Lighthouse Investment Partners, LlcBuy+40,720+83.4%89,556$3.66MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-39,448-64.1%22,078$901.67KQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Buy+38,616—38,616$1.58MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+38,340+38.1%138,955$5.67MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+24,602+9.4%287,390$11.74MQ2 2026Aug 14, 2026
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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.