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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

Q2 2023 vs. Q1 2023

How the institutions holding Live Oak Bancshares, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of LOB: Q1 2023 compared with Q2 2023
MeasureQ1 2023Q2 2023Change
Holders174162−12
Shares28.2M27.7M−518.9K (−1.8%)
Value$688.3M$729.5M+$41.2M (+6.0%)

New holders (18)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to LOB in Q2 2023
InstitutionSharesValue% of portfolio
First Trust Advisors LP121,490$3.20M0.00%
Vident Investment Advisory, LLC59,660$1.57M0.05%
Harbor Capital Advisors, Inc.24,508$644.8K0.13%
ExodusPoint Capital Management, LP18,210$479.0K0.01%
State Board of Administration of Florida Retirement System9,554$251.4K0.00%
Howe & Rusling Inc8,985$236.4K0.03%
LPL Financial LLC8,339$219.4K0.00%
Allegiance Financial Group Advisory Services LLC7,983$210.0K0.12%
State of Tennessee, Treasury Department7,400$194.7K0.00%
Hamilton Capital Partners Inc.6,400$168.4K0.06%
Rockefeller Capital Management L.P.5,530$145.5K0.00%
Quantbot Technologies LP5,239$137.8K0.01%
Barclays PLC731$19.2K0.00%
Bartlett & Co. Wealth Management LLC500$13.2K0.00%
Bartlett & Co. LLC500$13.0K0.00%
Quarry LP203$5.34K0.00%
JFS Wealth Advisors, LLC17$4480.00%
Disciplined Investments, LLC6$1580.00%

Sold out (30)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.