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
Q2 2022 vs. Q1 2022
How the institutions holding Live Oak Bancshares, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 208 | 5 | 174 | −29 |
| Shares | 28.7M | 375.8K | 29.2M | +882.6K (+3.1%) |
| Value | $1.46B | $19.1M | $988.4M | −$451.3M (−31.3%) |
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RMB Capital Management, LLC | 300,000 | $10.2M | 0.35% |
| Hantz Financial Services, Inc. | 85,442 | $2.90M | 0.10% |
| Federated Hermes, Inc. | 56,876 | $1.93M | 0.01% |
| Assenagon Asset Management S.A. | 40,086 | $1.36M | 0.01% |
| Holocene Advisors, LP | 38,799 | $1.31M | 0.01% |
| Profit Investment Management, LLC | 37,189 | $1.26M | 0.92% |
| Stifel Financial Corp | 31,818 | $1.08M | 0.00% |
| State of Wisconsin Investment Board | 27,064 | $917.0K | 0.00% |
| Gsa Capital Partners LLP | 20,100 | $681.0K | 0.10% |
| Stock Yards Bank & Trust Co | 13,300 | $451.0K | 0.02% |
| Twinbeech Capital LP | 5,908 | $200.0K | 0.01% |
| The PNC Financial Services Group, Inc. | 758 | $26.0K | 0.00% |
| Simplex Trading, LLC | 602 | $20.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 430 | $15.0K | 0.01% |
| Venture Visionary Partners LLC | 115 | $3.90K | 0.00% |
| Northwestern Mutual Wealth Management Co | 46 | $2.00K | 0.00% |
| Manchester Capital Management LLC | 26 | $1.00K | 0.00% |
| Ellevest, Inc. | 16 | $1.00K | 0.00% |
| Allworth Financial LP | 6 | $0 | 0.00% |
| Steward Financial Group LLC | 14 | $0 | 0.00% |
Sold out (49)
Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
Not filed for Q2 2022 yet (5)
Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Mendon Capital Advisors Corp | 300,000 | $15.3M |
| John W. Rosenthal Capital Management, Inc. | 54,300 | $2.76M |
| Parametric Portfolio Associates LLC | 16,317 | $830.0K |
| Amalgamated Financial Corp. | 5,222 | $266.0K |
| SJS Investment Consulting Inc. | 1 | $0 |