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

Q1 2024 vs. Q4 2023

How the institutions holding Live Oak Bancshares, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of LOB: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	192	2	199	+9
Shares	28.6M	516	28.8M	+141.8K (+0.5%)
Value	$1.30B	$23.7K	$1.19B	−$107.3M (−8.2%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to LOB in Q1 2024
Institution	Shares	Value	% of portfolio
Capital International Investors	448,766	$18.6M	0.00%
Loomis Sayles & Co L P	206,168	$8.56M	0.01%
E. Ohman J:or Asset Management AB	44,600	$1.85M	0.05%
Jacobs Levy Equity Management, Inc	32,519	$1.35M	0.01%
Principal Financial Group Inc	22,630	$939.4K	0.00%
Natixis Advisors, L.P.	21,298	$884.0K	0.00%
Pinnacle Associates Ltd	20,533	$852.3K	0.01%
Tudor Investment Corp Et Al	12,061	$500.7K	0.01%
Squarepoint Ops LLC	11,252	$467.1K	0.00%
Central Pacific Bank - Trust Division	10,036	$407.1K	0.05%
State of Tennessee, Treasury Department	8,207	$340.7K	0.00%
Options Solutions, LLC	7,959	$330.4K	0.19%
Jump Financial, LLC	7,387	$306.6K	0.01%
Quantbot Technologies LP	6,967	$289.2K	0.02%
XTX Topco Ltd	6,927	$287.5K	0.04%
HRT Financial LP	6,772	$281.0K	0.00%
Cetera Investment Advisers	5,965	$247.6K	0.00%
nVerses Capital, LLC	4,000	$166.0K	0.40%
SG Americas Securities, LLC	3,982	$165.0K	0.00%
Public Employees Retirement System of Ohio	3,100	$128.7K	0.00%
Aquatic Capital Management LLC	1,800	$74.7K	0.00%
Independence Bank of Kentucky	1,050	$43.6K	0.01%
Riverview Trust Co	684	$28.4K	0.02%
Mather Group, LLC.	133	$6.05K	0.00%
Hanseatic Management Services Inc	133	$5.52K	0.01%
Allspring Global Investments Holdings, LLC	117	$4.86K	0.00%
Gilliland Jeter Wealth Management LLC	74	$3.07K	0.00%
Massmutual Trust Co FSB	67	$2.78K	0.00%
First PREMIER Bank	47	$2.00K	0.00%
First Command Advisory Services, Inc.	15	$623	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7	$290	0.00%
Rothschild Investment LLC	5	$208	0.00%

Sold out (23)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of LOB in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
EAM Investors, LLC	81,832	$3.72M
EAM Global Investors LLC	81,216	$3.70M
Capula Management Ltd	31,501	$1.43M
Cornercap Investment Counsel Inc	28,235	$1.28M
Palogic Value Management, L.P.	25,183	$1.15M
New York Life Investment Management LLC	14,171	$644.8K
Advisory Research Inc	10,083	$458.8K
State Board of Administration of Florida Retirement System	9,604	$437.0K
Occudo Quantitative Strategies LP	8,457	$384.8K
Prudential Financial Inc	7,057	$321.1K
Cetera Advisors LLC	5,406	$246.0K
Thoroughbred Financial Services, LLC	5,187	$236.0K
Davenport & Co LLC	5,000	$227.5K
Apollon Wealth Management, LLC	4,756	$216.4K
Arbor Investment Advisors, LLC	4,630	$210.7K
Pathstone Holdings, LLC	4,573	$208.1K
Edge Capital Group, LLC	4,425	$201.3K
Glassman Wealth Services	1,566	$71.3K
EntryPoint Capital, LLC	534	$24.3K
Psagot Value Holdings Ltd. / (Israel)	124	$6.00K
Arlington Trust Co LLC	52	$2.37K
Baldwin Brothers Inc	50	$2.27K
Quarry LP	48	$2.18K

Not filed for Q1 2024 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Bartlett & Co. LLC	500	$23.0K
Nalls Sherbakoff Group, LLC	16	$747