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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

Q4 2021 vs. Q3 2021

How the institutions holding Live Oak Bancshares, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of LOB: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders166212+46
Shares25.2M27.2M+1.98M (+7.8%)
Value$1.61B$2.38B+$769.9M (+47.9%)

New holders (59)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to LOB in Q4 2021
InstitutionSharesValue% of portfolio
Capital International Investors400,900$35.0M0.01%
Artisan Partners Limited Partnership164,589$14.4M0.02%
Swedbank AB60,000$5.23M0.01%
Ergoteles LLC58,517$5.11M0.20%
VELA Investment Management, LLC58,261$5.09M3.42%
Renaissance Technologies LLC57,700$5.04M0.01%
Sequoia Financial Advisors, LLC51,480$4.49M0.12%
D. E. Shaw & Co., Inc.34,255$2.99M0.00%
Citadel Advisors LLC31,624$2.76M0.00%
State of New Jersey Common Pension Fund D28,931$2.52M0.01%
Healthcare of Ontario Pension Plan Trust Fund20,400$1.78M0.00%
EFG Asset Management (North America) Corp.19,267$1.68M0.22%
EAM Investors, LLC18,683$1.63M0.27%
Quent Capital, LLC13,200$1.15M0.24%
SEI Investments Co12,774$1.12M0.00%
Atria Investments LLC12,701$1.11M0.02%
Squarepoint Ops LLC12,098$1.06M0.01%
Alberta Investment Management Corp11,984$1.05M0.01%
Jackson Square Capital, LLC11,912$1.04M0.30%
Nomura Holdings Inc11,375$995.0K0.01%
Natixis10,163$887.0K0.00%
Assenagon Asset Management S.A.9,231$806.0K0.00%
PDT Partners, LLC6,613$577.0K0.04%
Two Sigma Investments, LP6,100$532.0K0.00%
Public Employees Retirement Association of Colorado5,447$475.0K0.00%
Buckingham Strategic Partners5,081$444.0K0.09%
Brown Advisory Inc4,684$409.0K0.00%
Allspring Global Investments Holdings, LLC4,288$374.0K0.00%
Vista Finance, LLC4,279$374.0K0.39%
Engineers Gate Manager LP3,882$339.0K0.02%
Valeo Financial Advisors, LLC3,339$291.0K0.02%
Slow Capital, Inc.3,303$288.0K0.05%
Cambridge Investment Research Advisors, Inc.3,077$269.0K0.00%
Accuvest Global Advisors3,000$262.0K0.12%
Ironsides Asset Advisors, LLC3,000$262.0K0.07%
Ieq Capital, LLC3,000$262.0K0.01%
Values First Advisors, Inc.2,949$257.0K0.15%
OneAscent Financial Services LLC2,899$253.0K0.48%
Cherry Creek Investment Advisors, Inc.2,837$248.0K0.15%
Excalibur Management Corp2,710$237.0K0.10%
Griffin Asset Management, Inc.2,707$236.0K0.03%
HSBC Holdings PLC2,653$233.0K0.00%
AlphaCrest Capital Management LLC2,625$229.0K0.01%
Prudential Financial Inc2,480$216.0K0.00%
Ensign Peak Advisors, Inc1,180$103.0K0.00%
Aquatic Capital Management LLC700$61.0K0.12%
Tilia Fiduciary Partners, Inc.589$51.0K0.04%
USA Financial Portformulas Corp393$34.0K0.03%
Catalyst Capital Advisors LLC336$29.0K0.00%
Winch Advisory Services, LLC268$23.0K0.01%
Widmann Financial Services, Inc.100$8.00K0.01%
Rise Advisors, LLC72$6.29K0.01%
Henrickson Nauta Wealth Advisors, Inc.90$6.00K0.00%
CoreCap Advisors, LLC36$3.00K0.00%
Masso Torrence Wealth Management Inc.36$3.00K0.00%
Pittenger & Anderson Inc14$1.00K0.00%
Missouri Trust & Investment Co16$1.00K0.00%
Covestor Ltd10$1.00K0.00%
Schubert & Co4$00.00%

Sold out (13)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.