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, Q4 2022
Institutional positions in Live Oak Bancshares, Inc. as of Dec 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
- 189
- +3 vs. Q3 2022
- Shares held
- 29.7M
- +1.44M (+5.1%) vs. Q3 2022
- Total value
- $895.8M
- +$32.1M (+3.7%) vs. Q3 2022
- New holders
- 29
- 56 more added
- Sold out
- 26
- 62 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ergoteles LLC | 0 | $0 | 0.00% | −11,128−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,382−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,961−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −9,012−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −8,476−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,536−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |