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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

220 managers (225 13F filers) reported a position in LOB shares at 2025-03-31, 30,142,887 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
220
13F filers
225
New
40
Added
86
Reduced
51
Sold out
32
Shares held by filers
30,142,887

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…6,484,524$173M0.11%+65,03813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,701,758$72M<0.01%-105,80713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,657,737$70.9M<0.01%+26,48113F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,553,397$41.4M0.15%+13,16913F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,427,345$38.1M0.01%+9,08013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,267,430$33.8M<0.01%-70,24013F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…1,066,891$28.4M0.13%-157,23513F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC871,934$23.2M3.37%+75,21413F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC794,951$21.2M<0.01%+22,15513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC687,885$18.3M0.02%+596,84113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.384,486$10.3M0.01%+225,45913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management369,070$9.84M0.02%+353,10513F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding351,499$9.37M+142,137Timeline
Trust Co of the South330,600$8.81M1.84%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC311,741$8.31M0.01%+217,40913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP306,544$8.17M<0.01%-7,78113F-HRTimelineGroup
Nuveen, LLCin group TIAA304,420$8.12M<0.01%13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …298,773$7.97M0.01%+1,69013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC295,250$7.87M0.01%+239,35613F-HRTimelineGroup
Qube Research & Technologies Ltd282,704$7.54M0.01%+184,09013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co280,875$7.49M<0.01%-3,12713F-HR/ATimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC265,965$7.09M0.03%+171,74313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC264,122$7.04M<0.01%+34,84913F-HR/ATimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC231,441$6.17M0.02%-4,39313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC201,816$5.38M0.01%+187,01113F-HR/ATimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC190,682$5.08M0.13%+90,93113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO188,366$5.02M<0.01%+61,62313F-HRTimelineGroup
CenterBook Partners LP173,565$4.63M0.29%+57,21713F-HRTimeline
UBS Group AGgroup of 2 filers holding171,424$4.57M-22,358Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,650$4.52M<0.01%+36,23513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY168,926$4.5M<0.01%+1,24413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp165,208$4.4M<0.01%-7,68813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding159,574$4.25M+152,674Timeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC157,598$4.2M0.01%-1,86013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC155,471$4.14M0.24%+26,08513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,117$3.87M<0.01%+20,43013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL137,963$3.68M0.03%+76,68313F-HRTimeline
Cubist Systematic Strategies, LLC132,020$3.52M0.05%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\123,840$3.3M<0.01%+37,82313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC121,307$3.23M<0.01%-37,78313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,441$3.05M<0.01%+53,98113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC99,651$2.66M0.01%new13F-HR/ATimelineGroup
ALGERT GLOBAL LLC99,316$2.65M0.07%+2,56013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding99,191$2.64M+28,530Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP95,398$2.54M<0.01%new13F-HRTimelineGroup
E. Ohman J:or Asset Management AB89,969$2.4M0.06%+40,34313F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.87,874$2.34M0.01%+37,08413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,145$2.3M<0.01%+6,73213F-HRTimeline
one8zero8, LLC75,476$2.01M0.48%+7,47513F-HRTimeline
TD Asset Management Inc73,366$1.96M<0.01%+2,39613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC71,199$1.9M<0.01%-755,25713F-HRTimelineGroup
Profit Investment Management, LLC71,135$1.9M1.76%013F-HRTimeline
Swiss National Bank70,100$1.87M<0.01%-70013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,937$1.84M<0.01%-1,00213F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP68,867$1.84M0.08%new13F-HRTimeline
Empowered Funds, LLC65,931$1.76M0.03%new13F-HRTimeline
Numerai GP LLC64,073$1.71M0.32%new13F-HRTimeline
Quantbot Technologies LP63,721$1.7M0.05%+47,18113F-HRTimeline
Trexquant Investment LP61,284$1.63M0.02%+15,76713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC61,193$1.63M<0.01%-17,80413F-HR/ATimelineGroup
Bragg Financial Advisors, Inc59,402$1.58M0.07%013F-HRTimeline
NORGES BANK58,635$1.56M<0.01%-43,91713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS57,466$1.53M<0.01%-90613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,438$1.53M<0.01%+21,78913F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.57,253$1.53M0.25%+2,53513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC55,693$1.48M0.02%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC52,400$1.4M<0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.51,152$1.36M<0.01%+43213F-HRTimelineGroup
RHUMBLINE ADVISERS50,430$1.34M<0.01%+32813F-HR/ATimeline
Curi Capital, LLC50,000$1.33M0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC47,730$1.27M0.04%-18,99513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC44,661$1.19M<0.01%-1,86613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39,841$1.06M<0.01%-69,00013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,802$1.03M<0.01%+19,45713F-HRTimeline
Campbell & CO Investment Adviser LLC38,385$1.02M0.08%new13F-HRTimeline
Verition Fund Management LLC38,290$1.02M0.01%+31,66213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.38,080$1.02M<0.01%-1,85113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.37,370$996K<0.01%-54813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc37,156$993K<0.01%-1,47113F-HRTimelineGroup
Rafferty Asset Management, LLC36,455$972K<0.01%-8,88513F-HRTimeline
Homestead Advisers Corp34,100$909K0.02%-88,90013F-HRTimeline
MML INVESTORS SERVICES, LLC33,725$899K<0.01%+6,50313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO33,719$899K<0.01%+10,90713F-HR/ATimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,580$895K<0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding29,437$823K+298Timeline
Jump Financial, LLCin group Jump Financial, LLC30,637$817K0.01%new13F-HR/ATimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.30,500$813K<0.01%-43,62013F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/29,662$791K<0.01%+2,22513F-HRTimeline
Aviance Capital Partners, LLC29,615$790K0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,781$767K<0.01%+2,73613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,412$731K0.03%+7,96813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,737$713K<0.01%+3,94613F-HRTimelineGroup
Creative Planningin group Creative Planning26,288$701K<0.01%+17,44413F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC24,651$657K0.04%new13F-HRTimelineGroup
AlphaQuest LLC23,758$633K0.07%+21,37513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,242$617K<0.01%+9,18113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC23,079$615K0.01%+7,09513F-HRTimeline
ExodusPoint Capital Management, LP22,787$608K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD21,484$573K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,933$558K<0.01%+4,62313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…20,729$553K<0.01%-40613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…20,594$549K<0.01%+88013F-HRTimelineGroup
Arcus Capital Partners, LLC20,000$533K0.21%013F-HRTimeline
CAXTON ASSOCIATES LLP19,919$531K0.02%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,659$524K<0.01%+3,68713F-HRTimelineGroup
LPL Financial LLC19,555$521K<0.01%+9,22913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,592$495K<0.01%+4,14613F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,365$487K<0.01%-2,12613F-HRTimelineGroup
Advisory Services Network, LLC18,019$480K0.01%-19,43913F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$480K0.06%013F-HRTimeline
Cetera Investment Advisers17,879$477K<0.01%+2,25913F-HRTimeline
Y-Intercept (Hong Kong) Ltd17,066$455K0.03%+6,09513F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.16,987$453K<0.01%-25213F-HRTimelineGroup
HRT FINANCIAL LP16,753$446K<0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P15,186$405K<0.01%-219,63213F-HRTimelineGroup
TWINBEECH CAPITAL LP13,885$370K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,800$368K0.02%013F-HRTimeline
Engineers Gate Manager LP13,582$362K0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP13,408$357K0.03%new13F-HRTimeline
Olympiad Research LP13,044$348K0.41%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC12,884$343K0.04%+2,76013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12,531$334K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$325K<0.01%013F-HR/ATimeline
Zurcher Kantonalbank (Zurich Cantonalba…11,860$316K<0.01%+1,74013F-HRTimeline
STOCK YARDS BANK & TRUST CO11,800$315K0.01%-1,00013F-HRTimeline
Jain Global LLC11,220$299K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,038$294K<0.01%+2,52213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.10,710$286K0.02%+8013F-HRTimeline
SIGNATUREFD, LLC10,709$286K0.01%+20613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,443$278K0.03%new13F-HRTimeline
Central Pacific Bank - Trust Division10,392$277K0.04%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,370$276K<0.01%-8513F-HRTimeline
BANC FUNDS CO LLC10,350$276K0.04%-1,97213F-HRTimeline
HOWE & RUSLING INC9,848$263K0.02%+1,33513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,789$261K<0.01%-78613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,724$259K<0.01%+9013F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$256K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,490$253K<0.01%-3,28013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,978$239K0.02%013F-HRTimeline
Graham Capital Management, L.P.8,977$239K0.01%new13F-HRTimeline
Smith Salley Wealth Management8,954$239K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,764$234K0.01%+7,84013F-HRTimeline
Sanctuary Advisors, LLC8,742$233K<0.01%-23313F-HRTimeline
PDT Partners, LLC8,443$225K0.02%new13F-HRTimeline
Hamilton Capital Partners Inc.8,403$224K0.01%+1,55913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,934$212K<0.01%-10013F-HRTimelineGroup
CIBC WORLD MARKETS CORP7,694$205K<0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…7,555$201K<0.01%013F-HRTimeline
Ballentine Partners, LLC7,549$201K<0.01%+18213F-HRTimeline
ProShare Advisors LLC7,506$200K<0.01%-2,26013F-HRTimeline
SG Americas Securities, LLC7,399$197K<0.01%+3,24213F-HRTimeline
KLP KAPITALFORVALTNING AS6,700$179K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…5,441$145K<0.01%-82113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$139K<0.01%013F-HRTimeline
Aquatic Capital Management LLC5,014$134K<0.01%-3,74013F-HRTimeline
FMR LLCin group FMR LLC4,580$122K<0.01%+34213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,345$89.2K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co2,922$78K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,850$76K0.01%013F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,562$68K<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC1,600$42.7K0.01%013F-HRTimeline
Point72 (DIFC) Ltd1,387$37K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,332$35.5K<0.01%-74613F-HRTimelineGroup
AMALGAMATED BANK1,201$32K<0.01%+5313F-HRTimeline
Larson Financial Group LLC904$24.1K<0.01%+88213F-HRTimeline
Quarry LP839$22.4K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC735$19.6K<0.01%-8213F-HRTimeline
Riverview Trust Co684$18.2K0.02%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.680$18.1K<0.01%+45913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp550$14.7K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC500$13.3K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.500$13.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$13.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC400$10.7K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.400$10.7K<0.01%013F-HRTimeline
GAMMA Investing LLC354$9.44K<0.01%+15313F-HR/ATimeline
Fourth Dimension Wealth, LLC250$6.67K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC237$6K<0.01%+6113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$5.33K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.174$4.64K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC162$4.3K<0.01%+3913F-HRTimeline
Semmax Financial Advisors Inc.153$4.17K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.150$4K<0.01%-8,52913F-HRTimeline
SBI Securities Co., Ltd.128$3.41K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC123$3.28K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.117$3.12K<0.01%013F-HRTimeline
Sterling Capital Management LLC109$2.91K<0.01%-7613F-HRTimeline
Parallel Advisors, LLC109$2.91K<0.01%-6113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102$2.72K<0.01%new13F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…100$2.67K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC95$2.55K<0.01%-3213F-HRTimeline
MAI Capital Management85$2.26K<0.01%013F-HRTimeline
Lindbrook Capital, LLC62$1.65K<0.01%-5913F-HRTimeline
Brooklyn Investment Group62$1.65K<0.01%+4813F-HRTimeline
Versant Capital Management, Inc58$1.55K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$1.47K<0.01%+1013F-HRTimeline
Abound Wealth Management40$1.07K<0.01%013F-HRTimeline
WHITTIER TRUST CO38$1.01K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.37$987<0.01%new13F-HRTimeline