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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

Q4 2022 vs. Q3 2022

How the institutions holding Live Oak Bancshares, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of LOB: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1882189+3
Shares28.3M27.5K29.7M+1.44M (+5.1%)
Value$864.6M$842.3K$895.8M+$32.1M (+3.7%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to LOB in Q4 2022
InstitutionSharesValue% of portfolio
Southernsun Asset Management, LLC373,982$11.3M1.29%
Rice Hall James & Associates, LLC229,268$6.92M0.40%
Tiger Management L.L.C.150,000$4.53M2.86%
Captrust Financial Advisors103,112$3.11M0.02%
Bragg Financial Advisors, Inc81,279$2.45M0.15%
Palogic Value Management, L.P.50,000$1.51M0.79%
Jump Financial, LLC30,156$910.7K0.05%
Quadrature Capital Ltd11,957$360.9K0.01%
CenterBook Partners LP11,757$355.1K0.06%
Trexquant Investment LP10,196$307.9K0.01%
Allegiance Financial Group Advisory Services LLC7,982$241.1K0.23%
Aigen Investment Management, LP6,812$205.7K0.03%
STRS Ohio6,500$196.0K0.00%
Concord Wealth Partners3,080$93.0K0.03%
Amundi2,911$92.5K0.00%
Cary Street Partner Investment Advisory LLC1,000$30.2K0.00%
Dark Forest Capital Management LP773$23.3K0.01%
Group One Trading, L.P.717$21.7K0.00%
Riverview Trust Co433$13.0K0.01%
Roble, Belko & Company, Inc401$12.0K0.00%
Ellevest, Inc.363$11.0K0.00%
Ronald Blue Trust, Inc.174$5.00K0.00%
Farther Finance Advisors, LLC119$3.59K0.00%
Northwestern Mutual Wealth Management Co82$2.48K0.00%
Baker Avenue Asset Management, LP37$1.12K0.00%
CWM, LLC27$1.00K0.00%
Colonial Trust Advisors22$6670.00%
NewSquare Capital LLC0$10.00%
Steward Financial Group LLC12$00.00%

Sold out (26)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management27,036$827.0K
American Portfolios Advisors500$15.3K