Live Oak Bancshares, Inc.

LOB

Exchange: NYSE
Industry: State Commercial Banks
SEC CIK: 0001462120

SEC filings (opens in a new tab)

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

Q3 2022 vs. Q2 2022

How the institutions holding Live Oak Bancshares, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of LOB: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Of which not filed for Q3 2022	Q3 2022	Change
Holders	174	1	188	+15
Shares	29.2M	807	28.3M	−913.4K (−3.1%)
Value	$988.4M	$27.0K	$864.6M	−$123.8M (−12.5%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to LOB in Q3 2022
Institution	Shares	Value	% of portfolio
T. Rowe Price Investment Management, Inc.	6,225,215	$190.5M	0.15%
Hotchkis & Wiley Capital Management LLC	190,690	$5.83M	0.03%
RE Advisers Corp	59,900	$1.83M	0.06%
Occudo Quantitative Strategies LP	36,253	$1.11M	0.09%
ExodusPoint Capital Management, LP	31,128	$953.0K	0.01%
HRT Financial LP	23,368	$715.0K	0.01%
Graham Capital Management, L.P.	22,231	$680.0K	0.03%
Connor, Clark & Lunn Investment Management Ltd.	16,638	$509.0K	0.00%
Fox Run Management, L.L.C.	15,339	$469.0K	0.18%
Mirae Asset Global Investments Co., Ltd.	13,811	$423.0K	0.00%
Tudor Investment Corp Et Al	13,002	$398.0K	0.01%
Ergoteles LLC	11,128	$341.0K	0.01%
Y-Intercept (Hong Kong) Ltd	9,961	$304.8K	0.03%
Buckingham Strategic Partners	8,476	$259.0K	0.02%
Jane Street Group, LLC	7,793	$238.0K	0.00%
Gotham Asset Management, LLC	7,536	$231.0K	0.01%
Carolinas Wealth Consulting LLC	3,000	$92.0K	0.02%
Global Retirement Partners, LLC	1,875	$61.0K	0.00%
Whittier Trust Co	1,643	$50.0K	0.00%
Almanack Investment Partners, LLC.	706	$22.0K	0.00%
Whittier Trust Co of Nevada Inc	346	$11.0K	0.00%
Sandy Spring Bank	151	$5.00K	0.00%
Anchor Investment Management, LLC	100	$3.06K	0.00%
TCI Wealth Advisors, Inc.	95	$3.00K	0.00%
Aquatic Capital Management LLC	100	$3.00K	0.00%
Abound Wealth Management	40	$1.23K	0.00%
Hallmark Capital Management Inc	19	$1.00K	0.00%
Nisa Investment Advisors, LLC	32	$1.00K	0.00%
McClarren Financial Advisors, Inc.	54	$1.00K	0.00%
Money Concepts Capital Corp	16	$0	0.00%
Clean Yield Group	16	$0	0.00%
Parallel Advisors, LLC	6	$0	0.00%
Disciplined Investments, LLC	7	$0	0.00%
SJS Investment Consulting Inc.	4	$0	0.00%

Sold out (19)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of LOB in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Eventide Asset Management, LLC	136,983	$4.64M
Assenagon Asset Management S.A.	40,086	$1.36M
Endeavour Capital Advisors Inc	34,062	$1.15M
Jump Financial, LLC	31,200	$1.06M
Versor Investments LP	16,418	$556.0K
Cna Financial Corp	13,200	$447.0K
Navellier & Associates Inc	13,119	$445.0K
Trexquant Investment LP	11,809	$400.0K
Campbell & CO Investment Adviser LLC	10,601	$359.0K
Cerity Partners LLC	7,777	$263.0K
Great Lakes Advisors, LLC	6,916	$234.0K
Alps Advisors Inc	6,266	$212.0K
Captrust Financial Advisors	3,658	$124.0K
Total Clarity Wealth Management, Inc.	430	$15.0K
Venture Visionary Partners LLC	115	$3.90K
Northwestern Mutual Wealth Management Co	46	$2.00K
CWM, LLC	54	$2.00K
Ellevest, Inc.	16	$1.00K
Steward Financial Group LLC	14	$0

Not filed for Q3 2022 yet (1)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q2 2022 that haven't filed for Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Private Capital Group, LLC	807	$27.0K