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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

206 managers (211 13F filers) reported a position in LOB shares at 2025-06-30, 30,827,505 shares in all. 23 filers opened a position and 38 filers sold out during the quarter.

Managers
206
13F filers
211
New
23
Added
92
Reduced
59
Sold out
38
Shares held by filers
30,827,505

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…6,510,197$194M0.12%+25,67313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,728,375$81.3M<0.01%+26,61713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,688,507$80.1M<0.01%+30,77013F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,880,972$56.1M0.19%+327,57513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,540,164$45.9M0.01%+112,81913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,302,631$38.8M<0.01%+35,20113F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…917,663$27.3M0.13%-149,22813F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC899,729$26.8M3.76%+27,79513F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC817,181$24.4M<0.01%+22,23013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC639,836$19.1M0.02%-48,04913F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding468,518$14M+117,019Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.442,173$13.2M0.01%+57,68713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC391,276$11.7M<0.01%+127,15413F-HRTimelineGroup
CenterBook Partners LP356,416$10.6M0.59%+182,85113F-HRTimeline
Trust Co of the South330,000$9.83M1.75%-60013F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC324,348$9.67M0.03%+166,75013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP298,297$8.89M<0.01%-8,24713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …295,171$8.8M0.01%-3,60213F-HRTimelineGroup
Nuveen, LLCin group TIAA289,458$8.63M<0.01%-14,96213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co286,477$8.54M<0.01%+5,60213F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC282,350$8.41M0.03%+50,90913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC256,231$7.64M0.01%-55,51013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY229,985$6.85M<0.01%+61,05913F-HRTimelineGroup
Qube Research & Technologies Ltd222,493$6.63M0.01%-60,21113F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC205,164$6.11M0.02%-60,80113F-HRTimeline
UBS Group AGgroup of 2 filers holding204,740$6.1M+33,316Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200,403$5.97M<0.01%+12,03713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC181,269$5.4M<0.01%+36,15213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,683$5.35M<0.01%+10,03313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp176,730$5.27M<0.01%+11,52213F-HRTimelineGroup
Numerai GP LLC175,023$5.22M0.75%+110,95013F-HRTimeline
ALGERT GLOBAL LLC167,520$4.99M0.1%+68,20413F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC158,450$4.72M0.14%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC153,078$4.56M0.01%+53,42713F-HR/ATimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC148,233$4.42M0.24%-7,23813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding135,674$4.04M+36,483Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,823$3.84M<0.01%+14,38213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL126,023$3.76M0.03%-11,94013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.123,548$3.68M0.01%+35,67413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC121,116$3.61M0.09%-69,56613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,141$3.43M<0.01%+46,20413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,366$3.32M<0.01%+40,16713F-HRTimelineGroup
Trexquant Investment LP107,433$3.2M0.04%+46,14913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC95,253$2.84M<0.01%-26,05413F-HRTimelineGroup
E. Ohman J:or Asset Management AB92,505$2.76M0.07%+2,53613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC90,117$2.69M0.02%+34,42413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC89,204$2.66M<0.01%+3,05913F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding87,724$2.61M-71,850Timeline
BARCLAYS PLCin group BARCLAYS PLC86,477$2.58M<0.01%+25,28413F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\81,758$2.44M<0.01%-42,08213F-HRTimelineGroup
TD Asset Management Inc73,366$2.19M<0.01%013F-HRTimeline
Profit Investment Management, LLC71,135$2.12M1.91%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC71,094$2.12M0.03%+40,45713F-HR/ATimelineGroup
one8zero8, LLC70,536$2.1M0.5%-4,94013F-HRTimeline
Swiss National Bank70,100$2.09M<0.01%013F-HRTimeline
PMC FIG Opportunities LLC68,077$2.03M3.02%new13F-HRTimeline
Cubist Systematic Strategies, LLC67,903$2.02M0.02%-64,11713F-HRTimeline
Empowered Funds, LLC65,697$1.96M0.02%-23413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC61,080$1.82M<0.01%+51,59013F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP60,079$1.79M0.07%-8,78813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS59,960$1.79M<0.01%+2,49413F-HRTimeline
Bragg Financial Advisors, Inc59,402$1.77M0.06%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.56,923$1.7M0.26%-33013F-HRTimeline
RHUMBLINE ADVISERS55,374$1.65M<0.01%+4,94413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…54,100$1.61M<0.01%+14,25913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.52,766$1.57M<0.01%+1,61413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC52,239$1.56M<0.01%+7,57813F-HRTimeline
Verition Fund Management LLC51,009$1.52M0.01%+12,71913F-HRTimeline
Curi Capital, LLC50,199$1.5M0.03%+19913F-HRTimeline
Rafferty Asset Management, LLC49,358$1.47M<0.01%+12,90313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP48,357$1.44M<0.01%+28,69813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC48,347$1.44M<0.01%-246,90313F-HRTimelineGroup
Quantbot Technologies LP47,717$1.42M0.04%-16,00413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC45,570$1.36M0.04%-2,16013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,964$1.25M<0.01%+23,37213F-HR/ATimelineGroup
PDT Partners, LLC41,621$1.24M0.07%+33,17813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,909$1.22M<0.01%+7,19013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc39,041$1.16M<0.01%+1,88513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.38,067$1.13M<0.01%-1313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,648$1.12M<0.01%+3,92313F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,561$1.12M<0.01%+19113F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…34,752$1.04M0.05%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS34,590$1.03M<0.01%-22,84813F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd34,148$1.02M0.02%+17,08213F-HRTimeline
Homestead Advisers Corp34,100$1.02M0.02%013F-HRTimeline
Schonfeld Strategic Advisors LLC33,611$1M0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP33,535$999K<0.01%-61,86313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,254$991K<0.01%-32613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/31,885$951K<0.01%+2,22313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,765$917K0.03%+3,35313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,369$875K<0.01%+2,63213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,638$853K<0.01%-14313F-HR/ATimelineGroup
PINNACLE ASSOCIATES LTD27,059$806K0.01%+5,57513F-HRTimeline
LPL Financial LLC26,669$795K<0.01%+7,11413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,442$724K<0.01%-16,36013F-HRTimeline
Persistent Asset Partners Ltd23,473$699K0.61%new13F-HRTimeline
FMR LLCin group FMR LLC21,664$646K<0.01%+17,08413F-HRTimelineGroup
Creative Planningin group Creative Planning21,658$645K<0.01%-4,63013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP21,586$643K0.05%+8,17813F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,854$621K<0.01%+12513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,486$610K<0.01%-44713F-HRTimelineGroup
Arcus Capital Partners, LLC20,000$596K0.26%013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD19,716$588K<0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…19,383$578K<0.01%-1,21113F-HRTimelineGroup
Aviance Capital Partners, LLC19,143$570K0.07%-10,47213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.18,986$566K<0.01%-11,51413F-HRTimelineGroup
NJ State Employees Deferred Compensatio…18,000$536K0.06%013F-HRTimeline
Graham Capital Management, L.P.17,219$513K0.02%+8,24213F-HRTimeline
ExodusPoint Capital Management, LP16,734$499K0.01%-6,05313F-HRTimeline
Cetera Investment Advisers16,351$487K<0.01%-1,52813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P15,186$453K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP14,095$420K<0.01%-2,65813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson14,061$419K<0.01%-9,18113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC13,926$415K<0.01%-9,15313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,800$411K0.03%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC13,030$388K0.04%+14613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12,876$384K<0.01%+34513F-HRTimeline
Central Pacific Bank - Trust Division12,612$376K0.05%+2,22013F-HRTimeline
Palogic Value Management, L.P.12,500$372K0.16%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,316$367K<0.01%+1,27813F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND12,184$363K<0.01%013F-HR/ATimeline
Dynamic Technology Lab Private Ltd12,020$358K0.05%new13F-HRTimeline
HOWE & RUSLING INC10,929$326K0.02%+1,08113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,643$317K<0.01%+27313F-HRTimeline
CENTAURUS FINANCIAL, INC.10,640$317K0.02%-7013F-HRTimeline
BANC FUNDS CO LLC10,350$308K0.05%013F-HRTimeline
SIGNATUREFD, LLC10,308$307K0.01%-40113F-HRTimeline
Centiva Capital, LP10,002$298K0.02%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,880$294K<0.01%+9113F-HRTimelineGroup
Advisory Services Network, LLC9,247$292K<0.01%-8,77213F-HRTimeline
STOCK YARDS BANK & TRUST CO9,700$289K0.01%-2,10013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$286K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,499$283K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,456$282K<0.01%-192,36013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,978$268K0.02%013F-HRTimeline
Smith Salley Wealth Management8,954$267K0.02%013F-HRTimeline
Sanctuary Advisors, LLC8,851$264K<0.01%+10913F-HRTimeline
Ballentine Partners, LLC8,671$258K<0.01%+1,12213F-HRTimeline
AlphaQuest LLC8,567$255K0.03%-15,19113F-HRTimeline
SG Americas Securities, LLC8,509$254K<0.01%+1,11013F-HRTimeline
Aigen Investment Management, LP8,481$253K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC8,422$251K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,110$242K<0.01%-1,61413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,102$241K<0.01%+16813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,973$238K0.01%-79113F-HRTimeline
INCEPTIONR LLC7,579$226K0.05%new13F-HRTimeline
Police & Firemen's Retirement System of…7,555$225K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,481$223K<0.01%+2,04013F-HRTimeline
ProShare Advisors LLC7,252$216K<0.01%-25413F-HRTimeline
Quantinno Capital Management LP7,250$216K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS6,700$200K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co6,170$184K<0.01%+3,24813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…6,054$180K<0.01%-5,80613F-HRTimeline
Aquatic Capital Management LLC5,868$175K<0.01%+85413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$155K<0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding5,128$153K-24,309Timeline
CWM, LLCin group CWM, LLC3,904$116K<0.01%+3,66713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,345$99.7K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,182$94.8K<0.01%+1,85013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,850$84.9K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,574$76.7K<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,311$39.1K<0.01%+57613F-HRTimeline
AMALGAMATED BANK1,201$36K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP852$25.6K<0.01%+75013F-HRTimelineGroup
Sterling Capital Management LLC578$17.2K<0.01%+46913F-HR/ATimeline
Larson Financial Group LLC509$15.2K<0.01%-39513F-HRTimeline
Center for Financial Planning, Inc.500$14.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$14.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.400$11.9K<0.01%013F-HRTimeline
GAMMA Investing LLC391$11.7K<0.01%+3713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …216$6K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$5.96K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.174$5.18K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.153$5K<0.01%+313F-HRTimeline
Semmax Financial Advisors Inc.153$4.77K<0.01%013F-HRTimeline
Brooklyn Investment Group152$4.53K<0.01%+9013F-HR/ATimeline
Smartleaf Asset Management LLC138$4.14K<0.01%-2413F-HRTimeline
SIMPLEX TRADING, LLC135$4K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.128$3.81K<0.01%013F-HRTimeline
IFP Advisors, Inc0$3.67K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Caitong International Asset Management …118$3.52K<0.01%new13F-HRTimeline
MAI Capital Management106$3.15K<0.01%+2113F-HRTimeline
Federation des caisses Desjardins du Qu…100$2.98K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC93$2.77K<0.01%-213F-HRTimeline
ROTHSCHILD INVESTMENT LLC85$2.53K<0.01%+3013F-HRTimeline
Versant Capital Management, Inc77$2.29K<0.01%+1913F-HRTimeline
Fortitude Family Office, LLC76$2.27K<0.01%+3913F-HRTimeline
Essential Partners LLC76$2.27K<0.01%13F-HRTimeline
Covestor Ltd51$2K<0.01%+4813F-HRTimeline
Abound Wealth Management40$1.19K<0.01%013F-HRTimeline
Parallel Advisors, LLC38$1.13K<0.01%-7113F-HRTimeline
Rise Advisors, LLC38$1.13K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP23$686<0.01%+1013F-HRTimeline
WHITTIER TRUST CO19$566<0.01%-1913F-HRTimeline
Missouri Trust & Investment Co16$477<0.01%013F-HRTimeline
True Wealth Design, LLC14$418<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14$417<0.01%+813F-HRTimelineGroup
WealthTrak Capital Management LLC10$298<0.01%013F-HRTimeline
SJS Investment Consulting Inc.4$120<0.01%-313F-HRTimeline