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Disclosery

LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

220 managers (228 13F filers) reported a position in LOB shares at 2026-03-31, 32,640,556 shares in all. 20 filers opened a position and 25 filers sold out during the quarter.

Managers
220
13F filers
228
New
20
Added
83
Reduced
78
Sold out
25
Shares held by filers
32,640,556

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…6,490,101$215M0.15%+61,59913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,432,899$114M<0.01%-143,08813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding2,728,825$90.2MnewTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,621,903$53.6M0.18%-103,95113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,593,185$52.7M0.01%+54,75013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,437,315$47.5M<0.01%+128,85313F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC1,193,114$39.5M0.47%new13F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC1,033,539$34.2M4.95%+4,43113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC853,958$28.2M<0.01%+36,52213F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P728,129$24.1M0.03%+169,71913F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC722,897$23.9M0.08%+74,33613F-HRTimeline
ROYCE & ASSOCIATES LP573,850$19M0.19%+326,50913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP434,168$14.4M0.01%+148,00813F-HRTimelineGroup
ALGERT GLOBAL LLC362,679$12M0.18%+89,17013F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP324,387$10.7M<0.01%+39,29513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC319,000$10.5M<0.01%+25,75913F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.314,828$10.4M0.04%+91,24413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co290,634$9.61M<0.01%-1,32513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …285,133$9.43M0.01%-2,98213F-HRTimelineGroup
Motley Fool Asset Management LLCgroup of 2 filers holding265,455$8.78M-85,381Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.263,003$8.7M0.01%-75,48413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC262,788$8.69M<0.01%+42,51813F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC249,719$8.26M0.03%-121,14013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC239,324$7.91M<0.01%+21,82413F-HRTimelineGroup
WHITTIER TRUST CO225,955$7.64M0.09%+27,07813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY221,725$7.33M<0.01%-51,37213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding194,000$6.42M-16,502Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC181,787$6.01M<0.01%+89,13913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/174,613$5.77M<0.01%-13,95413F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…169,580$5.61M0.04%-34,51313F-HRTimeline
Trust Co of the South167,500$5.54M0.89%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC154,378$5.11M0.1%-22,02413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD151,952$5.03M0.01%+12,18713F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC153,534$4.95M0.01%new13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC145,557$4.81M0.27%-1,40913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC135,590$4.48M<0.01%-122,48113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC132,818$4.39M0.02%-133,72513F-HRTimeline
CenterBook Partners LP131,529$4.35M0.23%-4,73613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…125,000$4.13M0.04%+75,00013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC117,136$3.96M0.08%+10,80113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,814$3.8M<0.01%-19,52113F-HR/ATimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC109,633$3.63M0.01%-69,33213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO106,624$3.44M<0.01%+53,62213F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC100,615$3.33M<0.01%-1,78613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100,573$3.33M<0.01%-1,49013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,279$3.32M<0.01%-3,26213F-HRTimelineGroup
E. Ohman J:or Asset Management AB98,745$3.27M0.09%+8,41413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,860$3.17M<0.01%-114,32413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding91,293$3.02M+29,504Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,913$3.01M<0.01%-70,63413F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\89,284$2.95M<0.01%+3,59113F-HRTimelineGroup
Empowered Funds, LLC89,188$2.95M0.02%+3,03813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS85,735$2.84M<0.01%-7,28513F-HRTimeline
Pathfinder Wealth Consulting, Inc.78,483$2.6M1.68%-4,84413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,125$2.48M<0.01%+26,11613F-HRTimelineGroup
Nuveen, LLCin group TIAA73,577$2.43M<0.01%-33,91113F-HRTimelineGroup
TD Asset Management Inc73,366$2.43M<0.01%013F-HRTimeline
Swiss National Bank72,200$2.39M<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.71,794$2.37M0.49%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd69,929$2.31M0.04%+35,07413F-HRTimelineGroup
Trexquant Investment LP67,173$2.22M0.02%+37,39513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC67,117$2.22M0.05%+34,89113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.65,281$2.16M<0.01%+95913F-HRTimelineGroup
Bragg Financial Advisors, Inc59,402$1.96M0.06%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.52,550$1.74M0.25%-4,72813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP50,639$1.67M0.15%-13,93513F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…48,836$1.62M0.06%+3,67013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …48,466$1.6M0.02%+27,92013F-HRTimelineGroup
Numerai GP LLC48,305$1.6M0.16%-19,57313F-HRTimeline
RHUMBLINE ADVISERS47,306$1.56M<0.01%+1,39713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,723$1.51M<0.01%+13,19013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC43,588$1.44M<0.01%-10,69513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,124$1.36M<0.01%+1,77013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP41,054$1.36M0.08%+20,22913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,975$1.36M<0.01%+20,28713F-HRTimelineGroup
Rafferty Asset Management, LLC40,962$1.35M0.01%+88713F-HRTimeline
PDT Partners, LLC39,721$1.31M0.08%-1,90013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.39,515$1.31M<0.01%+99813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.37,370$1.28M<0.01%-19113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC38,205$1.26M0.04%013F-HR/ATimeline
SG Americas Securities, LLC37,567$1.24M<0.01%+20,00713F-HRTimeline
Sovran Advisors, LLC32,542$1.22M0.1%+2,59113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC34,791$1.15M<0.01%-9,96813F-HRTimelineGroup
Homestead Advisers Corp34,100$1.13M0.03%013F-HRTimeline
Creative Planningin group Creative Planning34,038$1.13M<0.01%-2,53913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,855$1.12M<0.01%+1,31913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/33,125$1.1M<0.01%+4,64913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…32,961$1.09M<0.01%-26313F-HRTimeline
LPL Financial LLC30,640$1.01M<0.01%-1,15613F-HRTimeline
FMR LLCin group FMR LLC29,729$983K<0.01%-25,03713F-HRTimelineGroup
Quantinno Capital Management LP29,691$982K<0.01%+10,30513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,279$968K<0.01%-3,65413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC28,526$943K<0.01%-13,57113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc28,137$929K<0.01%-5,24613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC26,873$889K<0.01%-44,50713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD26,703$883K0.01%+5,80113F-HRTimeline
HRT FINANCIAL LP26,443$874K<0.01%+13,66213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,269$844K<0.01%-27213F-HRTimelineGroup
Graham Capital Management, L.P.25,345$838K0.03%+1,70413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,226$834K0.03%-1,35713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL24,523$811K<0.01%-5,55913F-HRTimeline
PMC FIG Opportunities LLC24,307$804K1.25%+11,20913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,393$774K<0.01%-4,95513F-HRTimelineGroup
one8zero8, LLC20,985$694K0.15%-54,95013F-HRTimeline
Quantbot Technologies LP20,487$678K0.03%-17,40513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…19,232$636K<0.01%-1,62213F-HRTimelineGroup
LANARK FINANCIAL, INC.18,823$622K0.05%+9,40813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management18,529$613K<0.01%-10,68613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources18,110$599K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,692$585K<0.01%+90113F-HRTimelineGroup
Cetera Investment Advisers16,887$558K<0.01%-1,48313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…16,601$549K<0.01%+18913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,358$541K0.01%-9,85713F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC15,432$510K0.03%+1,86813F-HRTimelineGroup
EQUITABLE TRUST CO14,722$487K0.02%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,550$481K0.02%013F-HRTimeline
Aviance Capital Partners, LLC14,493$479K0.06%-2,78913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson14,061$466K<0.01%013F-HR/ATimelineGroup
Central Pacific Bank - Trust Division13,028$431K0.05%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,876$426K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,520$418K<0.01%-4,02013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,184$403K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,100$400K<0.01%+10113F-HRTimelineGroup
Engineers Gate Manager LP12,035$398K<0.01%-20,12613F-HRTimeline
Sanctuary Advisors, LLC10,728$355K<0.01%+1,73013F-HRTimeline
HOWE & RUSLING INC10,541$349K0.02%-1,24413F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,038$332K<0.01%-12913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…9,899$327K<0.01%+1,98613F-HRTimeline
IEQ CAPITAL, LLC9,804$324K<0.01%+1,25913F-HRTimeline
Police & Firemen's Retirement System of…9,763$323K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,604$318K<0.01%013F-HRTimeline
Persistent Asset Partners Ltd9,595$317K0.12%+4,91913F-HRTimeline
Advisors Capital Management, LLC9,250$306K<0.01%-2,45313F-HRTimeline
Smith Salley Wealth Management8,954$296K0.01%013F-HRTimeline
Simplicity Wealth,LLC8,864$293K0.02%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,606$285K0.04%+1,84313F-HRTimeline
Ballentine Partners, LLC8,568$283K<0.01%-213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,422$279K<0.01%-5,75413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,225$272K<0.01%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO8,200$271K0.01%-1,25013F-HRTimeline
KLP KAPITALFORVALTNING AS8,200$271K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,196$271K<0.01%+8613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,973$264K0.01%-1813F-HR/ATimeline
State of Alaska, Department of Revenue7,786$257K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,746$256K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,725$255K0.02%-95813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,481$247K<0.01%013F-HRTimeline
Advisory Services Network, LLC7,229$239K<0.01%+4013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,689$221K0.01%-2,28913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,420$212K<0.01%-10913F-HRTimelineGroup
Hamilton Capital Partners Inc.6,287$208K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,935$196K<0.01%+1,00913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,214$172K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co4,848$161K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,649$154K<0.01%+3,12913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,335$110K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,955$97.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC2,204$72.9K<0.01%new13F-HRTimeline
Blue Trust, Inc.2,122$70.2K<0.01%+1,84713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,123$68.1K<0.01%+81313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,917$63.4K<0.01%+56113F-HRTimelineGroup
Larson Financial Group LLC1,407$46.5K<0.01%-7313F-HRTimeline
Versant Capital Management, Inc1,046$34.6K<0.01%+96913F-HRTimeline
Sterling Capital Management LLC767$25.4K<0.01%-49113F-HRTimeline
GAMMA Investing LLC707$23.4K<0.01%-18813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\678$22.4K<0.01%+6313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC500$18.4K<0.01%013F-HRTimeline
Aquatic Capital Management LLC532$17.6K<0.01%-5,95913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…528$17.5K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.500$16.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…459$15.2K<0.01%+11813F-HRTimelineGroup
FIRST HORIZON CORP400$13.2K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC373$12.3K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …322$10.6K<0.01%-2613F-HRTimelineGroup
Allworth Financial LP307$10.2K<0.01%-1913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…290$9.59K<0.01%+22813F-HR/ATimelineGroup
Essential Partners LLC290$9.59K<0.01%+11113F-HRTimeline
CoreCap Advisors, LLC253$8.37K<0.01%+13713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$8.27K<0.01%013F-HRTimelineGroup
CrossGen Wealth, LLC245$8.12K0.01%-45813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.254$8K<0.01%+9613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC223$7.38K<0.01%-9,47213F-HRTimeline
Quarry LP210$6.95K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.205$6.78K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$6.61K<0.01%013F-HRTimelineGroup
Arax Advisory Partners170$5.62K<0.01%+8113F-HRTimeline
Smartleaf Asset Management LLC171$5.53K<0.01%+1613F-HRTimeline
Farther Finance Advisors, LLC151$5.04K<0.01%+1213F-HRTimeline
Root Financial Partners, LLC147$4.86K<0.01%+14313F-HRTimeline
Fortitude Family Office, LLC137$4.53K<0.01%+9813F-HRTimeline
SBI Securities Co., Ltd.128$4.23K<0.01%013F-HRTimeline
MATHER GROUP, LLC.117$3.87K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC90$2.98K<0.01%-4313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.90$2.98K<0.01%+1613F-HR/ATimelineGroup
SJS Investment Consulting Inc.87$2.88K<0.01%+8313F-HRTimeline
ROTHSCHILD INVESTMENT LLC84$2.78K<0.01%+1013F-HRTimeline
Golden State Wealth Management, LLC65$2.15K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC65$2.15K<0.01%new13F-HRTimeline
Bare Financial Services, Inc63$2.08K<0.01%-3613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.58$1.92K<0.01%013F-HRTimeline