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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

13F holders, Q2 2022

Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
174
−29 vs. Q1 2022
Shares held
29.2M
+882.6K (+3.1%) vs. Q1 2022
Total value
$988.4M
−$451.3M (−31.3%) vs. Q1 2022
New holders
20
53 more added
Sold out
49
59 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 174 institutions
Q1 2021: 166 institutionsQ2 2021: 164 institutionsQ3 2021: 166 institutionsQ4 2021: 212 institutionsQ1 2022: 208 institutionsQ2 2022: 174 institutionsQ3 2022: 188 institutionsQ4 2022: 189 institutionsQ1 2023: 174 institutionsQ2 2023: 162 institutionsQ3 2023: 174 institutionsQ4 2023: 192 institutionsQ1 2024: 199 institutionsQ2 2024: 198 institutionsQ3 2024: 211 institutionsQ4 2024: 216 institutionsQ1 2025: 224 institutionsQ2 2025: 210 institutionsQ3 2025: 223 institutionsQ4 2025: 229 institutionsQ1 2026: 228 institutionsQ2 2026: 239 institutions
Value heldQ2 2022: $988.4M
Q1 2021: $1.56BQ2 2021: $1.45BQ3 2021: $1.61BQ4 2021: $2.38BQ1 2022: $1.46BQ2 2022: $988.4MQ3 2022: $864.6MQ4 2022: $895.8MQ1 2023: $688.3MQ2 2023: $729.5MQ3 2023: $817.3MQ4 2023: $1.30BQ1 2024: $1.19BQ2 2024: $1.04BQ3 2024: $1.41BQ4 2024: $1.20BQ1 2025: $803.6MQ2 2025: $918.7MQ3 2025: $1.07BQ4 2025: $1.12BQ1 2026: $1.08BQ2 2026: $1.34B
Institutions holding LOB and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.34B
Q1 2026228$1.08B
Q4 2025229$1.12B
Q3 2025223$1.07B
Q2 2025210$918.7M
Q1 2025224$803.6M
Q4 2024216$1.20B
Q3 2024211$1.41B
Q2 2024198$1.04B
Q1 2024199$1.19B
Q4 2023192$1.30B
Q3 2023174$817.3M
Q2 2023162$729.5M
Q1 2023174$688.3M
Q4 2022189$895.8M
Q3 2022188$864.6M
Q2 2022174$988.4M
Q1 2022208$1.46B
Q4 2021212$2.38B
Q3 2021166$1.61B
Q2 2021164$1.45B
Q1 2021166$1.56B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2022.

Institutions holding LOB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Advisors LLC0$00.00%−5,498−100.0%Sold out
Palisades Hudson Asset Management, L.P.0$00.00%−5,415−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−5,214−100.0%Sold out
Buckingham Strategic Partners0$00.00%−5,103−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−4,902−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,500−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−4,177−100.0%Sold out
Legal Advantage Investments, Inc.0$00.00%−4,175−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−4,015−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−3,983−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−2,785−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−2,000−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−593−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−800−100.0%Sold out
Macroview Investment Management LLC0$00.00%−282−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−150−100.0%Sold out
IFP Advisors, Inc0$00.00%−263−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−91−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−63−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−54−100.0%Sold out
Cordant, Inc.0$00.00%−11−100.0%Sold out
Parallel Advisors, LLC0$00.00%−4−100.0%Sold out
Disciplined Investments, LLC0$00.00%−5−100.0%Sold out
Mendon Capital Advisors Corp––––Not filed
John W. Rosenthal Capital Management, Inc.––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
SJS Investment Consulting Inc.––––Not filed