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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 14 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

Q1 2023 vs. Q4 2022

How the institutions holding Live Oak Bancshares, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of LOB: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1891174−14
Shares29.7M15228.2M−1.41M (−4.8%)
Value$895.8M$5.00K$688.3M−$207.5M (−23.2%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to LOB in Q1 2023
InstitutionSharesValue% of portfolio
Barrow Hanley Mewhinney & Strauss LLC720,950$17.6M0.07%
Gillson Capital LP74,145$1.81M0.15%
Tudor Investment Corp Et Al51,626$1.26M0.02%
Sequoia Financial Advisors, LLC51,010$1.24M0.03%
Walleye Capital LLC48,274$1.18M0.02%
Balyasny Asset Management LLC44,754$1.09M0.00%
Schonfeld Strategic Advisors LLC41,100$1.00M0.01%
Verdad Advisers, LP37,500$913.9K1.84%
Qube Research & Technologies Ltd33,762$822.8K0.00%
Westwood Holdings Group Inc.19,530$476.0K0.00%
New York Life Investment Management LLC19,385$472.4K0.01%
Versor Investments LP19,258$469.3K0.06%
Engineers Gate Manager LP12,683$309.1K0.01%
Boothbay Fund Management, LLC8,376$204.1K0.01%
Point72 Middle East FZE5,278$128.6K0.01%
Bank of Montreal1,796$62.1K0.00%
Ameritas Advisory Services, LLC175$4.17K0.00%
Syverson Strege & Co116$2.83K0.00%
Manchester Capital Management LLC67$1.63K0.00%
Nalls Sherbakoff Group, LLC31$7530.00%
Capital Advisors, Ltd. LLC19$00.00%
First Command Advisory Services, Inc.50$00.00%

Sold out (36)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (1)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Semmax Financial Advisors Inc.152$5.00K