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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

Q4 2023 vs. Q3 2023

How the institutions holding Live Oak Bancshares, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of LOB: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1742192+20
Shares28.2M112.4K28.6M+501.4K (+1.8%)
Value$817.3M$3.25M$1.30B+$488.1M (+60.0%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to LOB in Q4 2023
InstitutionSharesValue% of portfolio
Trust Co of the South330,600$15.0M3.98%
Driehaus Capital Management LLC206,097$9.38M0.11%
Mendon Capital Advisors Corp100,000$4.55M2.14%
Lord, Abbett & Co. LLC99,570$4.53M0.02%
Bridgeway Capital Management, LLC91,251$4.15M0.09%
EAM Investors, LLC81,832$3.72M0.67%
EAM Global Investors LLC81,216$3.70M0.89%
Capula Management Ltd31,501$1.43M0.09%
Cornercap Investment Counsel Inc28,235$1.28M0.21%
Advisory Research Inc10,083$458.8K0.07%
49 Wealth Management, LLC10,000$455.0K0.12%
Jennison Associates LLC9,176$417.5K0.00%
Quest Partners LLC8,603$391.4K0.08%
Occudo Quantitative Strategies LP8,457$384.8K0.05%
Prudential Financial Inc7,057$321.1K0.00%
Handelsbanken Fonder AB6,900$314.0K0.00%
Peachtree Investment Partners, LLC6,548$297.9K0.12%
Raymond James Financial Services Advisors, Inc.6,252$284.5K0.00%
Creative Planning6,159$280.2K0.00%
ProShare Advisors LLC5,572$253.5K0.00%
Synovus Financial Corp5,500$250.3K0.00%
Duality Advisers, LP5,478$249.2K0.03%
Cetera Advisors LLC5,406$246.0K0.00%
Thoroughbred Financial Services, LLC5,187$236.0K0.02%
Davenport & Co LLC5,000$227.5K0.00%
Apollon Wealth Management, LLC4,756$216.4K0.01%
Arbor Investment Advisors, LLC4,630$210.7K0.03%
Mariner, LLC4,590$208.8K0.00%
Pathstone Holdings, LLC4,573$208.1K0.00%
Edge Capital Group, LLC4,425$201.3K0.01%
EntryPoint Capital, LLC534$24.3K0.02%
Psagot Value Holdings Ltd. / (Israel)124$6.00K0.00%
Bank of Montreal86$4.02K0.00%
Arlington Trust Co LLC52$2.37K0.00%
Northwestern Mutual Wealth Management Co50$2.27K0.00%
Fortitude Family Office, LLC37$1.68K0.00%
GAMMA Investing LLC30$1.09K0.00%
Principal Securities, Inc.9$4100.00%
DiNuzzo Private Wealth, Inc.6$2730.00%
Farther Finance Advisors, LLC3$1370.00%

Sold out (20)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
West Chester Capital Advisors, Inc112,344$3.25M
Steward Financial Group LLC28$0