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 2023 vs. Q2 2023

How the institutions holding Live Oak Bancshares, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of LOB: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	162	174	+12
Shares	27.7M	28.2M	+502.8K (+1.8%)
Value	$729.5M	$817.3M	+$87.8M (+12.0%)

New holders (24)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to LOB in Q3 2023
Institution	Shares	Value	% of portfolio
Vident Advisory, LLC	251,050	$7.27M	0.23%
Wealth Enhancement Advisory Services, LLC	112,811	$3.27M	0.01%
Cubist Systematic Strategies, LLC	93,566	$2.71M	0.03%
Chatham Capital Group, Inc.	40,125	$1.16M	0.26%
Jupiter Asset Management Ltd	34,322	$993.6K	0.01%
Campbell & CO Investment Adviser LLC	28,316	$819.7K	0.10%
HRT Financial LP	19,249	$557.0K	0.01%
SG Americas Securities, LLC	14,506	$420.0K	0.01%
CWM Advisors, LLC	10,553	$305.5K	0.04%
Gsa Capital Partners LLP	9,932	$288.0K	0.02%
Envestnet Asset Management Inc	9,588	$277.6K	0.00%
Tudor Investment Corp Et Al	8,839	$255.9K	0.00%
Qube Research & Technologies Ltd	8,080	$233.9K	0.00%
Ballentine Partners, LLC	7,258	$210.1K	0.00%
Aquatic Capital Management LLC	4,400	$127.0K	0.01%
Point72 Middle East FZE	2,953	$85.5K	0.01%
Glassman Wealth Services	1,500	$43.4K	0.01%
Point72 Asset Management, L.P.	957	$27.7K	0.00%
First Horizon Advisors, Inc.	400	$11.6K	0.00%
Semmax Financial Advisors Inc.	153	$4.57K	0.00%
Comerica Bank	81	$2.35K	0.00%
Authentikos Wealth Advisory, LLC	46	$1.34K	0.00%
Headinvest, LLC	37	$1.04K	0.00%
Steward Financial Group LLC	28	$0	0.00%

Sold out (12)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of LOB in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Vident Investment Advisory, LLC	59,660	$1.57M
Westwood Holdings Group Inc.	18,953	$499.0K
ExodusPoint Capital Management, LP	18,210	$479.0K
Engineers Gate Manager LP	9,588	$252.3K
Rockefeller Capital Management L.P.	5,530	$145.5K
Amundi	2,911	$77.7K
Tilia Fiduciary Partners, Inc.	529	$13.9K
Bank of Montreal	92	$2.47K
McClarren Financial Advisors, Inc.	54	$1.00K
Clean Yield Group	16	$421
Disciplined Investments, LLC	6	$158
NewSquare Capital LLC	0	$1