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, Q2 2024
Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 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
- 198
- 0 vs. Q1 2024
- Shares held
- 29.7M
- +1.02M (+3.5%) vs. Q1 2024
- Total value
- $1.04B
- −$148.1M (−12.4%) vs. Q1 2024
- New holders
- 26
- 70 more added
- Sold out
- 26
- 56 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −12,582−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −12,346−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,061−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −9,222−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −7,959−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,387−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,248−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |