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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

234 managers (240 13F filers) reported a position in LOB shares at 2026-06-30, 32,843,621 shares in all. 32 filers opened a position and 21 filers sold out during the quarter.

Managers
234
13F filers
240
New
32
Added
86
Reduced
66
Sold out
21
Shares held by filers
32,843,621

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
T. Rowe Price Investment Management, In…6,471,452$264M0.17%-18,64913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,515,856$144M<0.01%+82,95713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding2,954,555$121M+225,730Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,615,529$66M0.01%+22,34413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,367,619$55.9M<0.01%-69,69613F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,360,091$55.5M0.17%-261,81213F-HRTimeline
GILDER GAGNON HOWE & CO LLC1,123,910$45.9M0.47%-69,20413F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC934,751$38.2M5.14%-98,78813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC912,543$37.3M<0.01%+58,58513F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P671,994$27.4M0.03%-56,13513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC667,556$27.3M0.01%+485,76913F-HRTimelineGroup
ROYCE & ASSOCIATES LP646,091$26.4M0.21%+72,24113F-HRTimeline
ALGERT GLOBAL LLC586,166$23.9M0.28%+223,48713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC569,233$23.2M0.07%-153,66413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.554,642$22.7M0.06%+239,81413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP420,262$17.2M0.01%-13,90613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP320,783$13.1M<0.01%-3,60413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co299,270$12.2M<0.01%+8,63613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC287,390$11.7M<0.01%+24,60213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …283,133$11.6M0.01%-2,00013F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC270,239$11M0.03%+20,52013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC237,127$9.68M<0.01%-2,19713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/230,020$9.39M<0.01%+55,40713F-HRTimelineGroup
WHITTIER TRUST CO224,384$9.38M0.09%-1,57113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.217,937$8.9M0.01%-45,06613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding212,435$8.68M+18,435Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC203,445$8.31M<0.01%-115,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY188,571$7.7M<0.01%-33,15413F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…179,294$7.32M0.06%+9,71413F-HRTimeline
Trust Co of the South167,500$6.84M0.96%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC154,378$6.3M0.11%013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC140,163$5.72M0.28%-5,39413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC138,955$5.67M<0.01%+38,34013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD138,919$5.67M0.01%-13,03313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…137,581$5.62M<0.01%+37,00813F-HRTimelineGroup
Trexquant Investment LP127,605$5.21M0.03%+60,43213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC117,000$4.81M0.09%-13613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC117,466$4.8M0.06%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,334$4.51M<0.01%+10,05513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,071$4.09M<0.01%+4,21113F-HRTimelineGroup
E. Ohman J:or Asset Management AB98,745$4.03M0.09%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,789$3.91M<0.01%+4,87613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\95,469$3.9M<0.01%+6,18513F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…89,556$3.66M0.11%+40,72013F-HRTimelineGroup
Empowered Funds, LLC89,193$3.64M0.02%+513F-HRTimeline
FMR LLCin group FMR LLC85,379$3.49M<0.01%+55,65013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC85,275$3.48M<0.01%-29,53913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS84,408$3.45M0.01%-1,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,054$3.31M<0.01%+5,92913F-HRTimelineGroup
Nuveen, LLCin group TIAA78,008$3.19M<0.01%+4,43113F-HRTimelineGroup
TD Asset Management Inc73,366$3M<0.01%013F-HRTimeline
Man Group plcin group Man Group plc71,864$2.93M0.01%new13F-HRTimelineGroup
Swiss National Bank71,800$2.93M<0.01%-40013F-HRTimeline
Qube Research & Technologies Ltd66,187$2.7M<0.01%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP65,920$2.69M0.17%+15,28113F-HRTimeline
Riggs Asset Managment Co. Inc.65,180$2.66M0.48%-6,61413F-HRTimeline
Bragg Financial Advisors, Inc59,402$2.43M0.06%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.58,903$2.41M0.31%+6,35313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.58,742$2.4M<0.01%-6,53913F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC56,079$2.29M0.01%-76,73913F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC55,369$2.27M<0.01%-98,16513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,424$2.22M<0.01%+13,44913F-HRTimelineGroup
CenterBook Partners LP53,530$2.19M0.11%-77,99913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC53,182$2.17M0.01%-56,45113F-HRTimeline
Motley Fool Asset Management LLCgroup of 2 filers holding50,541$2.06M-214,914Timeline
RHUMBLINE ADVISERS49,849$2.04M<0.01%+2,54313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.49,141$2.01M<0.01%+9,62613F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …49,094$2M0.02%+62813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC46,392$1.89M<0.01%+66913F-HRTimelineGroup
SG Americas Securities, LLC45,618$1.86M<0.01%+8,05113F-HRTimeline
Quantinno Capital Management LP44,880$1.83M<0.01%+15,18913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP44,516$1.82M<0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC43,665$1.78M<0.01%+7713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,844$1.78M<0.01%-64,78013F-HRTimelineGroup
HRT FINANCIAL LP42,533$1.74M<0.01%+16,09013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/41,528$1.7M<0.01%+8,40313F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…40,858$1.67M<0.01%+7,89713F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC39,973$1.63M0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39,622$1.62M<0.01%+16,22913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,371$1.61M<0.01%+10,84513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.38,616$1.58M<0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.46,590$1.54M<0.01%+9,22013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,958$1.51M<0.01%+3,10313F-HRTimelineGroup
Creative Planningin group Creative Planning36,324$1.48M<0.01%+2,28613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc36,337$1.48M<0.01%+8,20013F-HRTimelineGroup
Sovran Advisors, LLC34,362$1.47M0.11%+1,82013F-HRTimeline
Homestead Advisers Corp34,100$1.39M0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC31,910$1.3M0.03%-6,29513F-HRTimeline
PDT Partners, LLC31,021$1.27M0.07%-8,70013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,657$1.25M<0.01%-10,46713F-HRTimelineGroup
LPL Financial LLC29,965$1.22M<0.01%-67513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,606$1.21M<0.01%+32713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,271$1.2M<0.01%+6,00213F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP28,680$1.17M0.07%-12,37413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management27,935$1.14M<0.01%+9,40613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD27,486$1.12M0.01%+78313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,795$1.09M0.01%-43,13413F-HRTimelineGroup
Graham Capital Management, L.P.25,598$1.05M0.03%+25313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,995$1.02M0.03%-23113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL24,576$1M<0.01%+5313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,911$936K<0.01%-112,67913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC22,685$926K<0.01%-12,10613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding22,078$902K-69,215Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…21,280$869K<0.01%+2,04813F-HRTimelineGroup
one8zero8, LLC20,985$857K0.17%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC20,979$857K<0.01%-5,89413F-HRTimelineGroup
Rafferty Asset Management, LLC20,048$819K<0.01%-20,91413F-HRTimeline
LANARK FINANCIAL, INC.19,145$782K0.05%+32213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,857$688K0.01%+49913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,811$687K<0.01%-88113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…16,808$686K<0.01%+20713F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC16,561$676K0.03%+1,12913F-HRTimelineGroup
Cetera Investment Advisers16,278$665K<0.01%-60913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,990$653K<0.01%-2,12013F-HRTimelineGroup
Engineers Gate Manager LP15,215$621K0.01%+3,18013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,550$594K0.03%013F-HRTimeline
Aviance Capital Partners, LLC14,510$593K0.06%+1713F-HRTimeline
Jupiter Topco LLCin group Janus Henderson14,061$574K<0.01%13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,557$565K<0.01%+1,03713F-HRTimeline
IEQ CAPITAL, LLC13,393$547K<0.01%+3,58913F-HRTimeline
Simplicity Wealth,LLC13,286$543K0.02%+4,42213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC13,080$534K0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division13,028$532K0.05%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,876$526K<0.01%013F-HRTimeline
Aquatic Capital Management LLC12,584$514K0.02%+12,05213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$498K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,127$495K<0.01%+2713F-HRTimelineGroup
Police & Firemen's Retirement System of…10,875$444K<0.01%+1,11213F-HRTimeline
Sanctuary Advisors, LLC10,751$439K<0.01%+2313F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP10,678$436K0.04%new13F-HRTimeline
HOWE & RUSLING INC10,541$430K0.02%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,899$404K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,888$404K<0.01%-15013F-HRTimeline
Aigen Investment Management, LP9,668$395K0.11%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$392K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,557$390K<0.01%+1,81113F-HR/ATimeline
Advisors Capital Management, LLC9,250$378K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,156$374K<0.01%+93113F-HRTimelineGroup
Smith Salley Wealth Management8,954$366K0.02%013F-HRTimeline
Ballentine Partners, LLC8,568$350K<0.01%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,368$342K0.05%-23813F-HRTimeline
STOCK YARDS BANK & TRUST CO8,200$335K0.01%013F-HR/ATimeline
KLP KAPITALFORVALTNING AS8,200$335K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,130$332K<0.01%-6613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,941$326K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,973$326K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,941$324K<0.01%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,786$318K<0.01%-63613F-HRTimeline
State of Alaska, Department of Revenue7,786$317K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,345$300K<0.01%+92513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC7,301$298K0.01%new13F-HRTimeline
Advisory Services Network, LLC7,177$293K<0.01%-5213F-HRTimeline
Blue Trust, Inc.6,908$282K<0.01%+4,78613F-HRTimeline
Quantbot Technologies LP6,519$266K0.01%-13,96813F-HRTimeline
Allegiance Financial Group Advisory Ser…6,307$258K0.04%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC6,135$251K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,928$242K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,500$225K<0.01%new13F-HRTimelineGroup
Tannin Capital LLC5,388$220K0.14%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,280$216K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC5,263$215K0.04%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$213K<0.01%013F-HRTimeline
Atria Investments, Inc5,150$210K<0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,020$205K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…4,983$204K0.01%-2,74213F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co4,848$197K<0.01%013F-HRTimelineGroup
Hamilton Capital Partners Inc.4,251$174K0.01%-2,03613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,313$135K<0.01%+35813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,135$128K<0.01%-20013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,850$116K0.01%new13F-HRTimelineGroup
Quantum Portfolio Management LLC2,304$94.1K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,206$91.3K<0.01%+8313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,794$73.3K<0.01%-2,85513F-HRTimelineGroup
Larson Financial Group LLC1,479$60.4K<0.01%+7213F-HRTimeline
Arax Advisory Partners1,402$57.3K<0.01%+1,23213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,352$55.2K<0.01%-56513F-HRTimelineGroup
Versant Capital Management, Inc1,046$42.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC889$36.3K<0.01%13F-HRTimeline
GAMMA Investing LLC709$29K<0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\642$26.2K<0.01%-3613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…583$23.8K<0.01%+5513F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S529$21.6K<0.01%13F-HRTimelineGroup
Allworth Financial LP528$21.6K<0.01%+22113F-HRTimeline
Center for Financial Planning, Inc.500$20.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$20.4K<0.01%013F-HRTimeline
Sterling Capital Management LLC437$17.8K<0.01%-33013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…402$16.4K<0.01%-5713F-HRTimelineGroup
FIRST HORIZON CORP400$16.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC382$15.6K<0.01%+12913F-HRTimeline
Integrated Wealth Concepts LLC264$10.8K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$10.2K<0.01%013F-HRTimelineGroup
CrossGen Wealth, LLC245$10K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.254$10K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC239$9.76K<0.01%+8813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC223$9.11K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…207$8.46K<0.01%-8313F-HRTimelineGroup
Essential Partners LLC201$8.21K<0.01%-8913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$8.17K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC200$8.17K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.178$7.27K<0.01%+8813F-HRTimelineGroup