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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

224 managers (229 13F filers) reported a position in LOB shares at 2025-12-31, 32,625,197 shares in all. 27 filers opened a position and 23 filers sold out during the quarter.

Managers
224
13F filers
229
New
27
Added
76
Reduced
80
Sold out
23
Shares held by filers
32,625,197

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…6,428,502$221M0.14%-92,42013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.3,575,987$123M<0.01%+356,49913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,702,627$92.8M<0.01%+17,18113F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,725,854$59.3M0.2%-50,43813F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,538,435$52.8M0.01%-6,77513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,308,462$44.9M<0.01%+63,32513F-HRTimelineGroup
NewEdge Wealth, LLC1,259,422$43.3M0.49%new13F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC1,029,108$35.3M4.93%+134,79813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC817,436$28.1M<0.01%-8,77913F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC648,561$22.3M0.06%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P558,410$19.2M0.02%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding399,760$13.7M+180,687Timeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC370,859$12.7M0.04%-1013F-HRTimeline
Motley Fool Asset Management LLCgroup of 2 filers holding350,836$12.1M-26,441Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.338,487$11.6M0.01%+63,03213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC293,241$10.1M<0.01%+4,16913F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co291,959$10M<0.01%-2,71913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …288,115$9.9M0.01%-2,45213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP285,092$9.79M<0.01%-19,54913F-HRTimelineGroup
ALGERT GLOBAL LLC273,509$9.4M0.15%+43,04313F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY273,097$9.38M<0.01%-12,98013F-HR/ATimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC266,543$9.16M0.04%-10,12413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC258,071$8.86M0.01%-24,86213F-HRTimelineGroup
ROYCE & ASSOCIATES LP247,341$8.5M0.09%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.223,584$7.68M0.03%+68,22213F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,270$7.57M<0.01%+34,32613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC217,500$7.47M<0.01%+11,56713F-HRTimelineGroup
WHITTIER TRUST CO198,877$7.23M0.08%+20,70213F-HRTimeline
UBS Group AGgroup of 2 filers holding210,502$7.23M+35,396Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC210,184$7.22M<0.01%+49,05313F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…204,093$7.01M0.04%-17,93113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/188,567$6.48M<0.01%-9,98613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC178,965$6.15M0.02%+13,68213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC176,402$6.06M0.13%+35,00013F-HRTimeline
Trust Co of the South167,500$5.75M0.93%-162,50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,547$5.55M<0.01%+79,37313F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC146,966$5.05M0.28%-10,35513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD139,765$4.8M0.01%+101,88113F-HRTimeline
CenterBook Partners LP136,265$4.68M0.23%-12,06313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC134,335$4.61M<0.01%-385,62213F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC113,706$3.91M0.02%-2,79213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC106,335$3.87M0.08%+3,27213F-HRTimeline
Nuveen, LLCin group TIAA107,488$3.69M<0.01%-194,33513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp103,541$3.56M<0.01%-72,83213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,401$3.52M<0.01%+8,12213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…102,063$3.51M<0.01%+33,38713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS93,020$3.2M0.01%+28,38613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC92,648$3.18M<0.01%-9,85213F-HRTimelineGroup
E. Ohman J:or Asset Management AB90,331$3.1M0.07%+14613F-HRTimeline
Empowered Funds, LLC86,150$2.96M0.05%+16713F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\85,693$2.94M<0.01%-38,34313F-HRTimelineGroup
Pathfinder Wealth Consulting, Inc.83,327$2.86M1.81%13F-HRTimeline
one8zero8, LLC75,935$2.61M0.57%-1,10113F-HRTimeline
TD Asset Management Inc73,366$2.52M<0.01%013F-HRTimeline
Swiss National Bank72,200$2.48M<0.01%+1,50013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC71,380$2.45M<0.01%+16,89513F-HRTimelineGroup
Numerai GP LLC67,878$2.33M0.28%+22613F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP64,574$2.22M0.1%-14,92313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.64,322$2.21M<0.01%+5,44513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding61,789$2.12M-12,113Timeline
Verition Fund Management LLC60,921$2.09M0.01%-5,01013F-HRTimeline
Bragg Financial Advisors, Inc59,402$2.04M0.07%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.57,278$1.97M0.28%+77513F-HRTimeline
FMR LLCin group FMR LLC54,766$1.88M<0.01%+1,89213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC54,283$1.86M<0.01%+6113F-HRTimeline
TUDOR INVESTMENT CORP ET AL53,137$1.83M0.01%-122,53013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,002$1.82M<0.01%-108,18413F-HRTimelineGroup
Curi Capital, LLC50,199$1.72M0.03%013F-HRTimeline
MENDON CAPITAL ADVISORS CORP50,000$1.72M0.67%+25013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…50,000$1.71M0.03%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,009$1.68M<0.01%-6,00813F-HRTimelineGroup
RHUMBLINE ADVISERS45,909$1.58M<0.01%-7,78613F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…45,166$1.55M0.05%+13,03313F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC44,759$1.54M<0.01%-47,86913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC42,097$1.45M<0.01%+2,69513F-HRTimeline
PDT Partners, LLC41,621$1.43M0.09%013F-HRTimeline
Rafferty Asset Management, LLC40,075$1.38M<0.01%-57713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,354$1.35M<0.01%-2,95013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.38,517$1.32M<0.01%+46813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC38,205$1.31M0.04%-1,19013F-HRTimeline
Quantbot Technologies LP37,892$1.3M0.04%-5,90713F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,561$1.29M<0.01%013F-HRTimeline
Creative Planningin group Creative Planning36,577$1.26M<0.01%+7,12513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd34,855$1.2M0.03%new13F-HRTimelineGroup
AlphaQuest LLC34,444$1.18M0.07%+3,55113F-HRTimeline
Homestead Advisers Corp34,100$1.17M0.03%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc33,383$1.15M<0.01%-5,47213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,224$1.14M<0.01%-3213F-HRTimeline
Sovran Advisors, LLC29,951$1.13M0.1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,933$1.13M<0.01%+1,38513F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC32,826$1.13M0.01%-6,65813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,536$1.12M<0.01%-2,76313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC32,533$1.12M<0.01%+3,85113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…32,226$1.11M<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC32,226$1.11M0.03%-124,82913F-HRTimeline
Engineers Gate Manager LP32,161$1.1M0.01%+11,80413F-HRTimeline
LPL Financial LLC31,796$1.09M<0.01%+86813F-HRTimeline
BLAIR WILLIAM & CO/IL30,082$1.03M<0.01%new13F-HRTimeline
Trexquant Investment LP29,778$1.02M0.01%-68,07813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management29,215$1M<0.01%+5,01313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/28,476$979K<0.01%-5,20013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,348$974K<0.01%-37013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,583$913K0.03%-4,84313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,215$901K0.01%+11,84713F-HRTimelineGroup
Graham Capital Management, L.P.23,641$812K0.03%+3,85813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,541$751K<0.01%+1,10913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD20,902$718K0.01%-1,63413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,854$716K<0.01%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP20,825$715K0.06%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,688$711K<0.01%-66013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,546$706K0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP19,386$666K<0.01%+6,91613F-HRTimeline
Cetera Investment Advisers18,370$631K<0.01%-1,74313F-HRTimeline
SG Americas Securities, LLC17,560$603K<0.01%-6,07213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,540$602K<0.01%+2,25113F-HRTimeline
Aviance Capital Partners, LLC17,282$594K0.07%+3913F-HRTimeline
Mariner, LLCin group Mariner, LLC16,791$577K<0.01%+6,92013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…16,412$564K<0.01%-2213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI14,550$500K0.03%-15013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC14,176$487K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson14,061$483K<0.01%-97,85513F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC13,564$466K0.04%+65313F-HRTimelineGroup
PMC FIG Opportunities LLC13,098$450K0.71%-57,60913F-HRTimeline
Schonfeld Strategic Advisors LLC13,072$449K<0.01%-41,24813F-HRTimeline
Central Pacific Bank - Trust Division13,028$448K0.05%+41613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,876$442K<0.01%013F-HRTimeline
HRT FINANCIAL LP12,781$439K<0.01%-43,07213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$419K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,999$412K<0.01%+25013F-HRTimelineGroup
HOWE & RUSLING INC11,785$405K0.03%+85613F-HRTimeline
Advisors Capital Management, LLC11,703$402K<0.01%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,167$349K<0.01%-62913F-HRTimeline
Police & Firemen's Retirement System of…9,763$335K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$330K<0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO9,450$325K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.9,415$323K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC8,998$309K<0.01%+13613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,978$308K0.02%013F-HRTimeline
Smith Salley Wealth Management8,954$308K0.02%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,695$306K<0.01%+2,89213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,683$298K0.02%new13F-HRTimeline
Ballentine Partners, LLC8,570$294K<0.01%-32413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,530$294K<0.01%+2,17313F-HR/ATimelineGroup
IEQ CAPITAL, LLC8,545$294K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS8,200$282K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,110$279K<0.01%013F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC7,991$274K0.01%+1813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…7,913$272K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,889$271K<0.01%+50613F-HRTimeline
State of Alaska, Department of Revenue7,786$266K<0.01%+5,99713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,481$257K<0.01%013F-HRTimeline
Advisory Services Network, LLC7,189$247K<0.01%-1,90013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,009$241K<0.01%+1,39213F-HRTimelineGroup
Aigen Investment Management, LP6,828$235K0.05%-4,13813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,763$232K0.04%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,529$224K<0.01%-8813F-HRTimelineGroup
Aquatic Capital Management LLC6,491$223K0.01%-2,46713F-HRTimeline
ProShare Advisors LLC6,467$222K<0.01%+41813F-HRTimeline
Hamilton Capital Partners Inc.6,287$216K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,450$187K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$179K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4,926$169K<0.01%+64213F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co4,848$167K<0.01%013F-HRTimelineGroup
Persistent Asset Partners Ltd4,676$161K0.08%-18,05113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,335$115K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,955$102K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,850$97.9K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,951$67K<0.01%-32513F-HRTimeline
Laurel Wealth Advisors LLC1,600$55K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,520$52.2K<0.01%-28713F-HRTimelineGroup
Larson Financial Group LLC1,480$50.8K<0.01%+90513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,356$46.6K<0.01%+2313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,310$45K<0.01%-5413F-HRTimelineGroup
Sterling Capital Management LLC1,258$43.2K<0.01%-16113F-HRTimeline
AMALGAMATED BANK1,111$38K<0.01%-9013F-HRTimeline
GAMMA Investing LLC895$30.7K<0.01%+25913F-HRTimeline
CrossGen Wealth, LLC703$24.2K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\615$21.1K<0.01%-5,84213F-HRTimelineGroup
Garton & Associates Financial Advisors …503$17.3K0.01%13F-HRTimeline
Center for Financial Planning, Inc.500$17.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC500$17.2K<0.01%013F-HRTimeline
FIRST HORIZON CORP400$13.7K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …348$12K<0.01%+15213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…341$11.7K<0.01%+4813F-HRTimelineGroup
Allworth Financial LP326$11.2K<0.01%+27513F-HRTimeline
Blue Trust, Inc.275$9.45K<0.01%+10113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$8.59K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.205$7.04K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$6.87K<0.01%013F-HRTimelineGroup
Essential Partners LLC179$6.15K<0.01%+10313F-HRTimeline
Smartleaf Asset Management LLC155$5.34K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.158$5K<0.01%-313F-HRTimeline
Farther Finance Advisors, LLC139$4.78K<0.01%+3213F-HRTimeline
SIGNATUREFD, LLC133$4.57K<0.01%-10,32113F-HRTimeline
SBI Securities Co., Ltd.128$4.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC116$3.98K<0.01%new13F-HRTimeline
Bare Financial Services, Inc99$3.4K<0.01%new13F-HRTimeline
Arax Advisory Partners89$3.06K<0.01%-74813F-HRTimeline
Versant Capital Management, Inc77$2.65K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC74$2.54K<0.01%+413F-HRTimeline