Skip to content
Disclosery

LOB LIVE OAK BANCSHARES INC

Follow

COM (common), issuer CIK 1462120

213 managers (216 13F filers) reported a position in LOB shares at 2024-12-31, 30,353,021 shares in all. 22 filers opened a position and 25 filers sold out during the quarter.

Managers
213
13F filers
216
New
22
Added
81
Reduced
54
Sold out
25
Shares held by filers
30,353,021

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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…6,419,486$254M0.16%-37,30313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,807,565$111M<0.01%+39,81813F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,631,256$104M<0.01%+10,21313F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…2,041,706$80.7M0.02%+880,53013F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,540,228$60.9M0.21%-11,75313F-HR/ATimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,418,265$56.1M0.01%+1,82813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,337,670$52.9M<0.01%+228,25713F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…1,224,126$48.4M0.21%-415,11713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC826,456$32.7M0.01%-26,57213F-HRTimelineGroup
SOUTHERNSUN ASSET MANAGEMENT, LLC796,720$31.5M3.93%+74,19313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC772,796$30.6M<0.01%-92813F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA374,981$14.8M<0.01%013F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc336,721$13.3M0.03%+30,59713F-HRTimelineGroup
Trust Co of the South330,600$13.1M2.66%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP314,325$12.4M<0.01%+9,66113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …297,083$11.7M0.01%-4,73013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co284,002$11.2M<0.01%+5,18113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC235,834$9.33M0.03%+50,52513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P234,818$9.29M0.01%+13,55513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC229,273$9.07M<0.01%-35,38613F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding209,362$8.27M+1,232Timeline
UBS Group AGgroup of 2 filers holding193,782$7.66M+25,090Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp172,896$6.84M<0.01%+8,23213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY167,682$6.63M<0.01%+9,81313F-HR/ATimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC159,458$6.31M0.02%+8,55013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC159,090$6.29M<0.01%-12,26313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.159,027$6.29M0.01%-40,77713F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC134,273$5.31M0.14%-6,61913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,415$5.28M<0.01%13F-HR/ATimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC129,386$5.12M0.28%-1,98113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,743$5.01M<0.01%+44,66613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,687$4.93M<0.01%+48,69913F-HRTimelineGroup
Homestead Advisers Corp123,000$4.86M0.12%013F-HRTimeline
CenterBook Partners LP116,348$4.6M0.27%-36,73813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors112,344$4.44M2.4%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…108,841$4.3M0.01%-6,59513F-HRTimelineGroup
NORGES BANK102,552$4.06M<0.01%-28,53013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC99,751$3.95M0.09%013F-HRTimeline
Qube Research & Technologies Ltd98,614$3.9M0.01%+15,36613F-HRTimeline
ALGERT GLOBAL LLC96,756$3.83M0.09%+4,96213F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,332$3.73M<0.01%-381,53813F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC94,222$3.73M0.01%-18,94513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC91,044$3.6M<0.01%-127,68713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\86,017$3.4M<0.01%+11,24813F-HR/ATimelineGroup
Watchman Group, Inc.82,526$3.26M0.86%-1,55913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,413$3.14M<0.01%+2,30113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC78,997$3.12M<0.01%+5,42013F-HR/ATimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.74,120$2.93M0.01%new13F-HRTimelineGroup
Profit Investment Management, LLC71,135$2.81M2.26%013F-HRTimeline
TD Asset Management Inc70,970$2.81M<0.01%+2,21613F-HRTimeline
Swiss National Bank70,800$2.8M<0.01%+4,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,661$2.79M<0.01%+26,49813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,939$2.77M<0.01%+8,64913F-HRTimelineGroup
one8zero8, LLC68,001$2.69M0.58%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC66,725$2.64M0.09%-20,63513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TUDOR INVESTMENT CORP ET AL61,280$2.42M0.03%-71,15713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,460$2.39M<0.01%-41,47013F-HRTimelineGroup
Bragg Financial Advisors, Inc59,402$2.35M0.1%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,372$2.31M0.01%-6,50713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55,894$2.21M<0.01%+13,46413F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.54,718$2.16M0.36%-1,24013F-HRTimeline
Point72 Europe (London) LLP54,121$2.14M0.12%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.50,790$2.01M0.01%+96013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.50,720$2.01M<0.01%+29813F-HRTimelineGroup
RHUMBLINE ADVISERS50,102$1.98M<0.01%+72213F-HR/ATimeline
MENDON CAPITAL ADVISORS CORP50,000$1.98M1.12%new13F-HRTimeline
Curi Capital, LLC50,000$1.98M0.05%013F-HRTimeline
E. Ohman J:or Asset Management AB49,626$1.96M0.05%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC46,527$1.84M<0.01%+14,29313F-HRTimeline
Trexquant Investment LP45,517$1.8M0.02%+93813F-HRTimeline
Rafferty Asset Management, LLC45,340$1.79M0.01%+11,74013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.39,931$1.58M<0.01%+1,09313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc38,627$1.54M<0.01%+4,72613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.37,918$1.5M<0.01%-20813F-HRTimeline
Advisory Services Network, LLC37,458$1.48M0.03%+1,60513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35,649$1.41M<0.01%+10,59513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,580$1.33M<0.01%+1,60113F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding29,139$1.15M+3,838Timeline
PRICE T ROWE ASSOCIATES INC /MD/27,437$1.09M<0.01%+2,59413F-HRTimeline
MML INVESTORS SERVICES, LLC27,222$1.08M<0.01%+11,25613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,045$1.03M<0.01%+5,78613F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO22,812$902K<0.01%+18213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,791$901K<0.01%+3,07113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD21,484$850K0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…21,135$836K<0.01%+1,16913F-HRTimelineGroup
Arcus Capital Partners, LLC20,000$830K0.26%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,491$811K<0.01%+16,31913F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…19,714$780K<0.01%+68213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,444$769K0.03%+87013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,345$765K<0.01%-46613F-HR/ATimeline
NJ State Employees Deferred Compensatio…18,000$712K0.09%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.17,239$682K<0.01%-1,30113F-HRTimelineGroup
Quantbot Technologies LP16,540$654K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,310$645K<0.01%+6,45713F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,002$633K0.02%+55113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC15,984$632K0.01%+9,30213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,972$632K<0.01%-17,34413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management15,965$631K<0.01%+8,72613F-HRTimelineGroup
Cetera Investment Advisers15,620$618K<0.01%+3,55313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,805$586K<0.01%-6,52713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,446$572K<0.01%+42613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson14,061$556K<0.01%013F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC14,004$554K0.03%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI13,800$546K0.03%013F-HRTimeline
STOCK YARDS BANK & TRUST CO12,800$506K0.02%-50013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,770$505K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12,531$496K<0.01%013F-HRTimeline
BANC FUNDS CO LLC12,322$487K0.05%-42813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$482K<0.01%013F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd10,971$434K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,630$420K0.03%-80013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,575$418K<0.01%-88813F-HR/ATimelineGroup
SIGNATUREFD, LLC10,503$415K0.01%-3013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,455$413K<0.01%+74313F-HRTimeline
Central Pacific Bank - Trust Division10,392$411K0.05%+35613F-HRTimeline
LPL Financial LLC10,326$408K<0.01%+75713F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC10,124$400K0.04%+1,45213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…10,120$400K<0.01%+91413F-HRTimeline
ProShare Advisors LLC9,766$386K<0.01%+3,21413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,634$381K<0.01%+2413F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$380K<0.01%013F-HRTimeline
INCEPTIONR LLC9,068$359K0.08%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,978$355K0.03%-41513F-HRTimeline
Smith Salley Wealth Management8,954$354K0.02%013F-HRTimeline
Creative Planningin group Creative Planning8,844$350K<0.01%-1,35013F-HRTimelineGroup
Aquatic Capital Management LLC8,754$346K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.8,679$343K0.01%-2,19713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,516$337K<0.01%+79913F-HRTimelineGroup
HOWE & RUSLING INC8,513$337K0.03%+65513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,353$330K<0.01%-1,46713F-HRTimeline
Sanctuary Advisors, LLC8,975$318K<0.01%+1,03813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,034$318K<0.01%-10013F-HRTimelineGroup
Police & Firemen's Retirement System of…7,555$299K<0.01%13F-HRTimeline
Ballentine Partners, LLC7,367$291K<0.01%+7813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,990$276K<0.01%+2,67013F-HRTimelineGroup
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP6,900$273K<0.01%-4,50013F-HRTimelineGroup
Hamilton Capital Partners Inc.6,844$271K0.02%+1,13613F-HRTimeline
KLP KAPITALFORVALTNING AS6,700$265K<0.01%13F-HRTimeline
Verition Fund Management LLC6,628$262K<0.01%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…6,313$250K0.08%+94013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,262$248K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,158$244K0.02%+913F-HRTimelineGroup
Handelsbanken Fonder AB6,000$237K<0.01%+40013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,594$221K0.01%+40713F-HRTimeline
SYNOVUS FINANCIAL CORP5,500$218K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,238$207K<0.01%-1913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$206K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,238$168K<0.01%-12613F-HRTimelineGroup
SG Americas Securities, LLC4,157$164K<0.01%-10,13613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,345$132K<0.01%013F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…3,165$125K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co2,922$115K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,850$113K0.02%013F-HRTimelineGroup
Global Retirement Partners, LLC2,569$102K<0.01%-9913F-HRTimeline
AlphaQuest LLC2,383$94.2K0.01%-14,76313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,078$82.2K<0.01%-4,91813F-HRTimelineGroup
Venturi Wealth Management, LLC1,789$70.8K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC1,600$63.3K0.01%013F-HRTimeline
AMALGAMATED BANK1,148$45K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,097$43K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC924$36.5K<0.01%-42213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC817$32.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…681$27.8K<0.01%+25513F-HRTimeline
Riverview Trust Co684$27.1K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT686$27K<0.01%new13F-HR/ATimeline
R Squared Ltd590$23.3K0.02%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp550$21.8K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky500$19.8K<0.01%-15013F-HRTimeline
Center for Financial Planning, Inc.500$19.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$19.8K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.400$15.8K<0.01%013F-HRTimeline
COMERICA BANK251$9.91K<0.01%-913F-HR/ATimeline
Fourth Dimension Wealth, LLC250$9.89K0.01%13F-HRTimeline
Aster Capital Management (DIFC) Ltd243$9.61K<0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.221$8.75K<0.01%new13F-HRTimeline
GAMMA Investing LLC201$7.95K<0.01%+7313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$7.91K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC185$7.32K<0.01%+14013F-HRTimeline
CWM, LLCin group CWM, LLC176$7K<0.01%+1113F-HRTimelineGroup
Blue Trust, Inc.174$6.88K<0.01%-70,99713F-HR/ATimeline
Parallel Advisors, LLC170$6.72K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.153$5.35K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.128$5.06K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC127$5.02K<0.01%-1913F-HRTimeline
Smartleaf Asset Management LLC123$4.87K<0.01%+1713F-HRTimeline
Lindbrook Capital, LLC121$4.79K<0.01%-1613F-HRTimeline
MATHER GROUP, LLC.117$4.63K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$3.96K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.100$3.96K<0.01%13F-HRTimeline
MAI Capital Management85$3.35K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC45$1.78K<0.01%+513F-HRTimeline
Abound Wealth Management40$1.58K<0.01%013F-HRTimeline
WHITTIER TRUST CO38$1.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC37$1.46K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$1.19K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC25$989<0.01%013F-HRTimeline
Larson Financial Group LLC22$870<0.01%new13F-HRTimeline
Missouri Trust & Investment Co16$633<0.01%013F-HRTimeline