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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 2024 vs. Q1 2024

How the institutions holding Live Oak Bancshares, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of LOB: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders19911980
Shares28.8M86.1K29.7M+1.02M (+3.5%)
Value$1.19B$3.57M$1.04B−$148.1M (−12.4%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to LOB in Q2 2024
InstitutionSharesValue% of portfolio
North Reef Capital Management LP300,012$10.5M0.49%
Watchman Group, Inc.82,027$2.88M0.92%
Corebridge Financial, Inc.18,655$654.0K0.00%
Two Sigma Investments, LP16,493$578.2K0.00%
Mirae Asset Global ETFs Holdings Ltd.16,270$570.4K0.00%
First Hawaiian Bank15,451$541.7K0.02%
MML Investors Services, LLC14,673$514.0K0.00%
Stifel Financial Corp12,363$433.5K0.00%
Level Four Advisory Services, LLC11,570$405.7K0.02%
Centiva Capital, LP9,745$341.7K0.02%
State Board of Administration of Florida Retirement System9,604$336.7K0.00%
Truist Financial Corp8,891$311.7K0.00%
Trexquant Investment LP6,928$242.9K0.00%
Benjamin Edwards Inc4,740$166.0K0.03%
EntryPoint Capital, LLC2,561$89.8K0.04%
New York State Teachers Retirement System1,211$42.0K0.00%
South State Corp.550$19.3K0.00%
Asset Dedication, LLC521$18.3K0.00%
Proequities, Inc.377$13.2K0.00%
Quarry LP359$12.6K0.01%
Benjamin F. Edwards & Company, Inc.223$8.00K0.00%
Smartleaf Asset Management LLC106$3.59K0.00%
EverSource Wealth Advisors, LLC65$2.93K0.00%
Jones Financial Companies LLLP34$1.19K0.00%
Innealta Capital, LLC12$4210.00%
TFC Financial Management1$360.00%

Sold out (26)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Not filed for Q2 2024 yet (1)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG86,093$3.57M