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
13F holders, Q1 2024
Institutional positions in Live Oak Bancshares, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 199
- +9 vs. Q4 2023
- Shares held
- 28.8M
- +141.8K (+0.5%) vs. Q4 2023
- Total value
- $1.19B
- −$107.3M (−8.2%) vs. Q4 2023
- New holders
- 32
- 56 more added
- Sold out
- 23
- 60 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LOB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $1.34B |
| Q1 2026 | 228 | $1.08B |
| Q4 2025 | 229 | $1.12B |
| Q3 2025 | 223 | $1.07B |
| Q2 2025 | 210 | $918.7M |
| Q1 2025 | 224 | $803.6M |
| Q4 2024 | 216 | $1.20B |
| Q3 2024 | 211 | $1.41B |
| Q2 2024 | 198 | $1.04B |
| Q1 2024 | 199 | $1.19B |
| Q4 2023 | 192 | $1.30B |
| Q3 2023 | 174 | $817.3M |
| Q2 2023 | 162 | $729.5M |
| Q1 2023 | 174 | $688.3M |
| Q4 2022 | 189 | $895.8M |
| Q3 2022 | 188 | $864.6M |
| Q2 2022 | 174 | $988.4M |
| Q1 2022 | 208 | $1.46B |
| Q4 2021 | 212 | $2.38B |
| Q3 2021 | 166 | $1.61B |
| Q2 2021 | 164 | $1.45B |
| Q1 2021 | 166 | $1.56B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EAM Global Investors LLC | 0 | $0 | 0.00% | −81,216−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −31,501−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −28,235−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −25,183−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −14,171−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −9,604−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,457−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,406−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |