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, Q1 2022
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2022. 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
- 208
- −1 vs. Q4 2021
- Shares held
- 28.7M
- +1.45M (+5.3%) vs. Q4 2021
- Total value
- $1.46B
- −$916.5M (−38.6%) vs. Q4 2021
- New holders
- 40
- 81 more added
- Sold out
- 41
- 50 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Cordant, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 6 | $0 | 0.00% | +2+50.0% | Added |
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −58,517−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −51,480−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −34,704−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −28,931−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −18,683−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −11,912−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,163−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −6,166−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −4,279−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,653−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Vivid Financial Management, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |