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
13F holders, Q4 2021
Institutional positions in Live Oak Bancshares, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 212
- +46 vs. Q3 2021
- Shares held
- 27.2M
- +1.98M (+7.8%) vs. Q3 2021
- Total value
- $2.38B
- +$769.9M (+47.9%) vs. Q3 2021
- New holders
- 59
- 57 more added
- Sold out
- 13
- 53 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LOB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $1.34B |
| Q1 2026 | 228 | $1.08B |
| Q4 2025 | 229 | $1.12B |
| Q3 2025 | 223 | $1.07B |
| Q2 2025 | 210 | $918.7M |
| Q1 2025 | 224 | $803.6M |
| Q4 2024 | 216 | $1.20B |
| Q3 2024 | 211 | $1.41B |
| Q2 2024 | 198 | $1.04B |
| Q1 2024 | 199 | $1.19B |
| Q4 2023 | 192 | $1.30B |
| Q3 2023 | 174 | $817.3M |
| Q2 2023 | 162 | $729.5M |
| Q1 2023 | 174 | $688.3M |
| Q4 2022 | 189 | $895.8M |
| Q3 2022 | 188 | $864.6M |
| Q2 2022 | 174 | $988.4M |
| Q1 2022 | 208 | $1.46B |
| Q4 2021 | 212 | $2.38B |
| Q3 2021 | 166 | $1.61B |
| Q2 2021 | 164 | $1.45B |
| Q1 2021 | 166 | $1.56B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Emerald Mutual Fund Advisers Trust | 543,055 | $47.4M | 1.67% | −10,926−2.0% | Reduced |
| Standard Life Aberdeen plc | 558,371 | $48.7M | 0.11% | −115,322−17.1% | Reduced |
| Geode Capital Management, LLC | 563,961 | $49.2M | 0.01% | +2,936+0.5% | Added |
| Driehaus Capital Management LLC | 857,333 | $74.8M | 0.76% | +157,319+22.5% | Added |
| Dimensional Fund Advisors LP | 949,524 | $82.9M | 0.03% | −682−0.1% | Reduced |
| Ameriprise Financial Inc | 988,850 | $86.3M | 0.02% | −406,627−29.1% | Reduced |
| State Street Corp | 1,302,719 | $113.7M | 0.01% | +209,754+19.2% | Added |
| Alliancebernstein L.P. | 1,615,616 | $141.0M | 0.05% | +103,108+6.8% | Added |
| BlackRock Inc. | 2,045,818 | $178.6M | 0.00% | +12,300+0.6% | Added |
| Vanguard Group Inc | 2,347,157 | $204.9M | 0.00% | +640,838+37.6% | Added |
| Capital Research Global Investors | 2,435,243 | $212.6M | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,357,451 | $467.7M | 0.04% | −144,020−2.6% | Reduced |
| AXS Investments LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |