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

Q3 2024 vs. Q2 2024

How the institutions holding Live Oak Bancshares, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of LOB: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	198	2	211	+15
Shares	29.7M	2.76M	29.8M	+2.90M (+10.8%)
Value	$1.04B	$96.7M	$1.41B	+$465.5M (+49.2%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to LOB in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	2,767,747	$131.1M	0.00%
Standard Life Aberdeen plc	306,124	$14.5M	0.03%
Tudor Investment Corp Et Al	132,437	$6.27M	0.07%
Brandywine Global Investment Management, LLC	67,029	$3.24M	0.02%
O'Shaughnessy Asset Management, LLC	9,820	$474.5K	0.00%
Sanctuary Advisors, LLC	7,937	$379.1K	0.00%
HighTower Advisors, LLC	7,672	$364.0K	0.00%
ExodusPoint Capital Management, LP	7,665	$363.0K	0.00%
Balyasny Asset Management LLC	7,239	$342.9K	0.00%
Intech Investment Management LLC	6,682	$316.5K	0.00%
ProShare Advisors LLC	6,552	$310.4K	0.00%
XTX Topco Ltd	6,149	$291.3K	0.02%
Handelsbanken Fonder AB	5,600	$265.0K	0.00%
Synovus Financial Corp	5,500	$260.5K	0.00%
Pathstone Holdings, LLC	5,257	$249.0K	0.00%
Thoroughbred Financial Services, LLC	5,187	$245.0K	0.02%
Pictet Asset Management Holding SA	5,020	$237.8K	0.00%
Apollon Wealth Management, LLC	4,883	$231.3K	0.01%
Arbor Investment Advisors, LLC	4,630	$219.3K	0.03%
Mariner, LLC	4,526	$214.4K	0.00%
Edge Capital Group, LLC	4,425	$209.6K	0.01%
Park Avenue Securities LLC	4,320	$205.0K	0.00%
Entropy Technologies, LP	4,322	$204.7K	0.02%
HSBC Holdings PLC	4,172	$201.4K	0.00%
Federation des caisses Desjardins du Quebec	100	$4.74K	0.00%
Sterling Capital Management LLC	45	$2.13K	0.00%
Bessemer Group Inc	40	$2.00K	0.00%
GeoWealth Management, LLC	8	$379	0.00%
Claris Advisors, LLC	2	$95	0.00%
Capital Performance Advisors LLP	2	$95	0.00%
Hemington Wealth Management	15	$0	0.00%

Sold out (16)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of LOB in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
North Reef Capital Management LP	300,012	$10.5M
Jupiter Asset Management Ltd	154,149	$5.40M
Vident Advisory, LLC	69,228	$2.43M
Mendon Capital Advisors Corp	30,000	$1.70M
Royce & Associates LP	30,900	$1.08M
Pinnacle Associates Ltd	18,270	$640.5K
Two Sigma Investments, LP	16,493	$578.2K
Squarepoint Ops LLC	14,848	$520.6K
Centiva Capital, LP	9,745	$341.7K
Quantbot Technologies LP	6,793	$238.2K
EntryPoint Capital, LLC	2,561	$89.8K
Allspring Global Investments Holdings, LLC	2,323	$81.4K
Central Bank & Trust Co	1,000	$35.0K
Asset Dedication, LLC	521	$18.3K
Jones Financial Companies LLLP	34	$1.19K
Innealta Capital, LLC	12	$421

Not filed for Q3 2024 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	2,757,815	$96.7M
Benjamin F. Edwards & Company, Inc.	223	$8.00K