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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 14 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

Q1 2022 vs. Q4 2021

How the institutions holding Live Oak Bancshares, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of LOB: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2123208−1
Shares27.2M11.4K28.7M+1.45M (+5.3%)
Value$2.38B$996.0K$1.46B−$916.5M (−38.6%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to LOB in Q1 2022
InstitutionSharesValue% of portfolio
Motley Fool Wealth Management, LLC88,492$4.50M0.22%
Endeavour Capital Advisors Inc58,045$2.95M0.47%
Motley Fool Asset Management LLC46,667$2.38M0.17%
Trillium Asset Management, LLC46,081$2.35M0.06%
Marshall Wace, LLP41,425$2.11M0.00%
Trexquant Investment LP23,768$1.21M0.06%
Alpha DNA Investment Management LLC23,714$1.21M0.86%
Jane Street Group, LLC21,180$1.08M0.00%
Dynamic Technology Lab Private Ltd19,660$1.00M0.12%
Virtu Financial LLC13,774$701.0K0.05%
Jump Financial, LLC10,823$551.0K0.02%
Two Sigma Advisers, LP10,700$545.0K0.00%
Graham Capital Management, L.P.9,671$492.0K0.02%
Winton Group Ltd8,488$432.0K0.02%
Peachtree Investment Partners, LLC7,503$382.0K0.18%
FORA Capital, LLC7,389$376.0K0.07%
ExodusPoint Capital Management, LP7,147$364.0K0.01%
Blueshift Asset Management, LLC7,122$362.0K0.03%
PEAK6 Investments LLC6,632$338.0K0.01%
Select Equity Group, L.P.5,406$275.0K0.00%
Amalgamated Financial Corp.5,222$266.0K0.00%
Campbell & CO Investment Adviser LLC5,086$259.0K0.07%
Pathstone Family Office, LLC4,902$249.0K0.01%
Schonfeld Strategic Advisors LLC4,500$229.0K0.00%
Versor Investments LP4,361$222.0K0.01%
Envestnet Asset Management Inc4,177$213.0K0.00%
Atria Wealth Solutions, Inc.4,015$204.0K0.00%
OneAscent Wealth Management LLC3,983$203.0K0.10%
Compagnie Lombard Odier SCmA2,000$102.0K0.00%
Glassman Wealth Services1,500$76.0K0.01%
San Luis Wealth Advisors LLC593$52.0K0.03%
Private Capital Group, LLC765$39.0K0.01%
Macroview Investment Management LLC282$14.0K0.02%
GHP Investment Advisors, Inc.91$5.00K0.00%
Lindbrook Capital, LLC38$2.00K0.00%
Cordant, Inc.11$1.00K0.00%
CWM, LLC9$00.00%
Parallel Advisors, LLC4$00.00%
Disciplined Investments, LLC5$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (41)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of LOB in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Ergoteles LLC58,517$5.11M
Sequoia Financial Advisors, LLC51,480$4.49M
Jacobs Levy Equity Management, Inc34,704$3.03M
State of New Jersey Common Pension Fund D28,931$2.52M
Healthcare of Ontario Pension Plan Trust Fund20,400$1.78M
EAM Investors, LLC18,683$1.63M
Atria Investments LLC12,701$1.11M
Jackson Square Capital, LLC11,912$1.04M
Nomura Holdings Inc11,375$995.0K
Harvest Investment Services, LLC10,403$908.0K
Natixis10,163$887.0K
Assenagon Asset Management S.A.9,231$806.0K
IndexIQ Advisors LLC6,166$538.0K
Brown Advisory Inc4,684$409.0K
Bailard, Inc.4,500$393.0K
Vista Finance, LLC4,279$374.0K
State of Wisconsin Investment Board3,900$340.0K
Stifel Financial Corp3,570$312.0K
Valeo Financial Advisors, LLC3,339$291.0K
Slow Capital, Inc.3,303$288.0K
Cambridge Investment Research Advisors, Inc.3,077$269.0K
Accuvest Global Advisors3,000$262.0K
Ironsides Asset Advisors, LLC3,000$262.0K
Ieq Capital, LLC3,000$262.0K
Values First Advisors, Inc.2,949$257.0K
OneAscent Financial Services LLC2,899$253.0K
Cherry Creek Investment Advisors, Inc.2,837$248.0K
Excalibur Management Corp2,710$237.0K
Griffin Asset Management, Inc.2,707$236.0K
HSBC Holdings PLC2,653$233.0K
Prudential Financial Inc2,480$216.0K
Gables Capital Management Inc.800$70.0K
USA Financial Portformulas Corp393$34.0K
Total Clarity Wealth Management, Inc.362$32.0K
Catalyst Capital Advisors LLC336$29.0K
Winch Advisory Services, LLC268$23.0K
Proequities, Inc.100$9.00K
Widmann Financial Services, Inc.100$8.00K
Henrickson Nauta Wealth Advisors, Inc.90$6.00K
CoreCap Advisors, LLC36$3.00K
Masso Torrence Wealth Management Inc.36$3.00K

Not filed for Q1 2022 yet (3)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Vivid Financial Management, Inc.7,310$638.0K
NEXT Financial Group, Inc3,907$341.0K
Carroll Financial Associates, Inc.200$17.0K