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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

218 managers (223 13F filers) reported a position in LOB shares at 2025-09-30, 30,505,433 shares in all. 27 filers opened a position and 12 filers sold out during the quarter.

Managers
218
13F filers
223
New
27
Added
90
Reduced
63
Sold out
12
Shares held by filers
30,505,433

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…6,520,922$230M0.14%+10,72513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,219,488$113M<0.01%+491,11313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,685,446$94.6M<0.01%-3,06113F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,776,292$62.6M0.2%-104,68013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,545,210$54.4M0.01%+5,04613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,245,137$43.9M<0.01%-57,49413F-HRTimelineGroup
SOUTHERNSUN ASSET MANAGEMENT, LLC894,310$31.5M4.08%-5,41913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC826,215$29.1M<0.01%+9,03413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC519,957$18.3M<0.01%+408,59113F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding377,277$13.3M-91,241Timeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC370,869$13.1M0.04%+46,52113F-HRTimeline
Trust Co of the South330,000$11.6M1.93%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP304,641$10.7M<0.01%+6,34413F-HRTimelineGroup
Nuveen, LLCin group TIAA301,823$10.6M<0.01%+12,36513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co294,678$10.4M<0.01%+8,20113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …290,567$10.2M0.01%-4,60413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC289,072$10.2M<0.01%-102,20413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY286,077$10.1M<0.01%+56,09213F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC282,933$9.96M0.01%-356,90313F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC276,667$9.74M0.04%-5,68313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.275,455$9.7M0.01%-166,71813F-HRTimelineGroup
ALGERT GLOBAL LLC230,466$8.12M0.14%+62,94613F-HR/ATimeline
Diamond Hill Capital Management, LLC (I…222,024$7.82M0.04%-695,63913F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding219,073$7.72M+131,349Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC205,933$7.25M<0.01%+24,66413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/198,553$6.99M<0.01%+69,73013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC185,944$6.55M<0.01%+6,26113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp176,373$6.21M<0.01%-35713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL175,667$6.19M0.04%+49,64413F-HR/ATimeline
WHITTIER TRUST CO178,175$6.18M0.07%+178,15613F-HRTimeline
UBS Group AGgroup of 2 filers holding175,106$6.17M-29,634Timeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC165,283$5.82M0.02%-39,88113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO161,186$5.68M<0.01%-39,21713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC161,131$5.68M<0.01%-95,10013F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC157,321$5.54M0.3%+9,08813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC157,055$5.53M0.14%-1,39513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.155,362$5.47M0.02%+31,81413F-HRTimeline
CenterBook Partners LP148,328$5.22M0.26%-208,08813F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC141,402$4.98M0.11%+20,28613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\124,036$4.37M<0.01%+42,27813F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC116,498$4.1M0.03%+26,38113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson111,916$3.94M<0.01%+97,85513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC102,500$3.61M<0.01%+7,24713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC103,063$3.58M0.08%+101,75213F-HRTimeline
Trexquant Investment LP97,856$3.45M0.04%-9,57713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,279$3.32M<0.01%+33,19913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC92,628$3.26M0.01%-60,45013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC90,602$3.19M<0.01%+1,39813F-HRTimeline
E. Ohman J:or Asset Management AB90,185$3.18M0.07%-2,32013F-HRTimeline
Empowered Funds, LLC85,983$3.03M0.03%+20,28613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,174$2.89M<0.01%-32,96713F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP79,497$2.8M0.11%+19,41813F-HR/ATimeline
one8zero8, LLC77,036$2.71M0.59%+6,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding73,902$2.6M-61,772Timeline
TD Asset Management Inc73,366$2.58M<0.01%013F-HRTimeline
PMC FIG Opportunities LLC70,707$2.49M3.81%+2,63013F-HRTimeline
Swiss National Bank70,700$2.49M<0.01%+60013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…68,676$2.42M<0.01%+14,57613F-HRTimelineGroup
Numerai GP LLC67,652$2.38M0.34%-107,37113F-HRTimeline
Verition Fund Management LLC65,931$2.32M0.01%+14,92213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,634$2.28M<0.01%+4,67413F-HRTimeline
Cubist Systematic Strategies, LLC62,082$2.19M0.03%-5,82113F-HRTimeline
Bragg Financial Advisors, Inc59,402$2.09M0.07%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.58,877$2.07M<0.01%+6,11113F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.56,503$1.99M0.29%-42013F-HRTimeline
HRT FINANCIAL LP55,853$1.97M0.01%+41,75813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,017$1.94M<0.01%+13,05313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC54,485$1.92M<0.01%-31,99213F-HR/ATimelineGroup
Schonfeld Strategic Advisors LLC54,320$1.91M0.01%+20,70913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC54,222$1.91M<0.01%+1,98313F-HRTimeline
RHUMBLINE ADVISERS53,695$1.89M<0.01%-1,67913F-HRTimeline
FMR LLCin group FMR LLC52,874$1.86M<0.01%+31,21013F-HRTimelineGroup
Curi Capital, LLC50,199$1.77M0.03%013F-HRTimeline
Profit Investment Management, LLC48,274$1.7M2.14%-22,86113F-HRTimeline
MENDON CAPITAL ADVISORS CORP49,750$1.68M0.77%new13F-HRTimeline
Quantbot Technologies LP43,799$1.54M0.04%-3,91813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO42,304$1.49M<0.01%+1,39513F-HRTimelineGroup
PDT Partners, LLC41,621$1.47M0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,302$1.45M<0.01%+31,84613F-HRTimelineGroup
Rafferty Asset Management, LLC40,652$1.43M<0.01%-8,70613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC39,484$1.39M0.02%-31,61013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC39,402$1.39M<0.01%+1,75413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC39,395$1.39M0.04%-6,17513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc38,855$1.37M<0.01%-18613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.38,049$1.34M<0.01%-1813F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD37,884$1.33M<0.01%+18,16813F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,561$1.32M<0.01%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.37,100$1.31M<0.01%+18,11413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,299$1.24M<0.01%+5,93013F-HRTimelineGroup
Homestead Advisers Corp34,100$1.2M0.03%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/33,676$1.19M<0.01%+1,79113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,256$1.17M<0.01%+213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,548$1.15M<0.01%+2,91013F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…32,133$1.13M0.04%-2,61913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,426$1.11M0.04%+66113F-HRTimelineGroup
LPL Financial LLC30,928$1.09M<0.01%+4,25913F-HRTimeline
AlphaQuest LLC30,893$1.09M0.07%+22,32613F-HRTimeline
Creative Planningin group Creative Planning29,452$1.04M<0.01%+7,79413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,718$1.01M<0.01%-5,87213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28,682$1.01M<0.01%-19,66513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP28,661$1.01M<0.01%-4,87413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management24,202$852K<0.01%new13F-HRTimelineGroup
ExodusPoint Capital Management, LP23,821$839K0.01%+7,08713F-HRTimeline
SG Americas Securities, LLC23,632$832K<0.01%+15,12313F-HRTimeline
Persistent Asset Partners Ltd22,727$800K0.58%-74613F-HR/ATimeline
PINNACLE ASSOCIATES LTD22,536$794K0.01%-4,52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,432$790K<0.01%+1,94613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,348$752K<0.01%-27,00913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…20,854$734K<0.01%013F-HRTimelineGroup
Engineers Gate Manager LP20,357$717K0.01%new13F-HRTimeline
Cetera Investment Advisers20,113$708K<0.01%+3,76213F-HRTimeline
Graham Capital Management, L.P.19,783$697K0.03%+2,56413F-HRTimeline
NJ State Employees Deferred Compensatio…18,000$634K0.07%013F-HRTimeline
Dynamic Technology Lab Private Ltd17,980$633K0.11%+5,96013F-HRTimeline
Aviance Capital Partners, LLC17,243$607K0.07%-1,90013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…16,434$579K<0.01%-2,94913F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI14,700$518K0.03%+90013F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC14,526$512K0.03%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,368$506K0.01%+2,05213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,289$504K<0.01%-8,15313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC14,176$499K<0.01%+25013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC12,911$455K0.04%-11913F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12,876$453K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd12,630$445K<0.01%-209,86313F-HRTimeline
Central Pacific Bank - Trust Division12,612$444K0.05%013F-HRTimeline
Quantinno Capital Management LP12,470$439K<0.01%+5,22013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$429K<0.01%013F-HRTimeline
INCEPTIONR LLC11,803$416K0.1%+4,22413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,749$414K<0.01%+2,25013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd11,020$388K0.01%-23,12813F-HRTimeline
Aigen Investment Management, LP10,966$386K0.06%+2,48513F-HRTimeline
HOWE & RUSLING INC10,929$385K0.03%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,796$380K<0.01%+15313F-HRTimeline
SIGNATUREFD, LLC10,454$368K0.01%+14613F-HRTimeline
BANC FUNDS CO LLC10,350$365K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,871$348K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…9,763$344K<0.01%+2,20813F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$338K<0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO9,450$333K0.01%-25013F-HRTimeline
Advisory Services Network, LLC9,089$320K<0.01%-15813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,978$316K0.02%013F-HRTimeline
Aquatic Capital Management LLC8,958$316K0.01%+3,09013F-HRTimeline
Smith Salley Wealth Management8,954$315K0.02%013F-HRTimeline
Ballentine Partners, LLC8,894$313K<0.01%+22313F-HRTimeline
Sanctuary Advisors, LLC8,862$312K<0.01%+1113F-HR/ATimeline
KLP KAPITALFORVALTNING AS8,200$289K<0.01%+1,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,110$286K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,973$281K0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…7,913$279K<0.01%+1,85913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,481$263K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,383$260K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,236$255K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC6,803$240K<0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,617$233K<0.01%-3,26313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,457$227K<0.01%-1,64513F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…6,323$223K0.05%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,357$221K<0.01%new13F-HRTimelineGroup
ProShare Advisors LLC6,049$213K<0.01%-1,20313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,617$198K<0.01%+48913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$184K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co4,848$174K<0.01%-1,32213F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,284$151K<0.01%+38013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,335$117K0.01%-7,30513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,955$104K<0.01%-39013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,850$100K0.01%013F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.2,556$90K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,276$80.2K<0.01%-29813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,807$63.6K<0.01%-1,37513F-HRTimelineGroup
State of Alaska, Department of Revenue1,789$63K<0.01%new13F-HRTimeline
Sterling Capital Management LLC1,419$50K<0.01%+84113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,364$49.4K<0.01%+51213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,333$47K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK1,201$42K<0.01%013F-HRTimeline
Arax Advisory Partners837$29.5K<0.01%new13F-HRTimeline
GAMMA Investing LLC636$22.4K<0.01%+24513F-HRTimeline
Larson Financial Group LLC575$20.2K<0.01%+6613F-HRTimeline
Center for Financial Planning, Inc.500$17.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$17.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP400$14.1K<0.01%13F-HRTimeline
Quarry LP364$12.8K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…293$10.3K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.266$9.37K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.205$7.22K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$7.04K<0.01%013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …196$7K<0.01%-2013F-HRTimelineGroup
Blue Trust, Inc.174$6.13K<0.01%013F-HRTimeline
Cloud Capital Management, LLC190$6K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.161$6K<0.01%+813F-HRTimeline
Smartleaf Asset Management LLC155$5.55K<0.01%+1713F-HRTimeline
SBI Securities Co., Ltd.128$4.51K<0.01%013F-HRTimeline
MATHER GROUP, LLC.117$4.12K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC107$3.77K<0.01%+1413F-HRTimeline
Federation des caisses Desjardins du Qu…100$3.52K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC81$2.85K<0.01%new13F-HRTimeline
Versant Capital Management, Inc77$2.71K<0.01%013F-HRTimeline
Fortitude Family Office, LLC76$2.68K<0.01%013F-HRTimeline
Essential Partners LLC76$2.68K<0.01%013F-HRTimeline
MAI Capital Management75$2.64K<0.01%-3113F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$2.46K<0.01%-1513F-HRTimeline
Golden State Wealth Management, LLC65$2.29K<0.01%new13F-HRTimeline