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Live Oak Bancshares, Inc.

LOB
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0001462120

In the last 90 days, Live Oak Bancshares, Inc. insiders filed 0 open-market purchases and 15 sales; 239 institutions reported holding it in 13F filings for Q2 2026, worth $1.34B in total; no superinvestor holds it.

Other share classesLOB.PA

Q3 2021 vs. Q2 2021

How the institutions holding Live Oak Bancshares, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of LOB: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Holders164166+2
Shares24.5M25.2M+703.6K (+2.9%)
Value$1.45B$1.61B+$158.3M (+10.9%)

New holders (19)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to LOB in Q3 2021
InstitutionSharesValue% of portfolio
Norges Bank83,429$5.31M0.00%
Rheos Capital Works Inc.77,000$4.90M0.25%
AXS Investments LLC30,000$1.91M0.72%
Millennium Management LLC19,341$1.23M0.00%
HRT Financial LP6,915$440.0K0.00%
Alps Advisors Inc6,596$420.0K0.00%
Balyasny Asset Management LLC6,154$392.0K0.00%
Great Lakes Advisors, LLC6,044$385.0K0.01%
AE Wealth Management LLC5,216$332.0K0.00%
Teamwork Financial Advisors, LLC4,836$308.0K0.06%
Algert Global LLC3,491$222.0K0.03%
Dark Forest Capital Management LP1,831$117.0K0.04%
Total Clarity Wealth Management, Inc.250$16.0K0.01%
JFS Wealth Advisors, LLC200$13.0K0.00%
Meridian Wealth Partners, LLC77$5.00K0.00%
TCI Wealth Advisors, Inc.63$4.00K0.00%
Arkadios Wealth Advisors43$2.00K0.00%
Kowal Investment Group, LLC26$2.00K0.00%
Liberty Wealth Management LLC15$1.00K0.00%

Sold out (17)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.