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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

13F holders, Q4 2024

Institutional positions in Live Oak Bancshares, Inc. as of Dec 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
216
+7 vs. Q3 2024
Shares held
30.4M
+617.5K (+2.1%) vs. Q3 2024
Total value
$1.20B
−$206.6M (−14.7%) vs. Q3 2024
New holders
32
81 more added
Sold out
25
54 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 216 institutions
Q1 2021: 166 institutionsQ2 2021: 164 institutionsQ3 2021: 166 institutionsQ4 2021: 212 institutionsQ1 2022: 208 institutionsQ2 2022: 174 institutionsQ3 2022: 188 institutionsQ4 2022: 189 institutionsQ1 2023: 174 institutionsQ2 2023: 162 institutionsQ3 2023: 174 institutionsQ4 2023: 192 institutionsQ1 2024: 199 institutionsQ2 2024: 198 institutionsQ3 2024: 211 institutionsQ4 2024: 216 institutionsQ1 2025: 224 institutionsQ2 2025: 210 institutionsQ3 2025: 223 institutionsQ4 2025: 229 institutionsQ1 2026: 228 institutionsQ2 2026: 239 institutions
Value heldQ4 2024: $1.20B
Q1 2021: $1.56BQ2 2021: $1.45BQ3 2021: $1.61BQ4 2021: $2.38BQ1 2022: $1.46BQ2 2022: $988.4MQ3 2022: $864.6MQ4 2022: $895.8MQ1 2023: $688.3MQ2 2023: $729.5MQ3 2023: $817.3MQ4 2023: $1.30BQ1 2024: $1.19BQ2 2024: $1.04BQ3 2024: $1.41BQ4 2024: $1.20BQ1 2025: $803.6MQ2 2025: $918.7MQ3 2025: $1.07BQ4 2025: $1.12BQ1 2026: $1.08BQ2 2026: $1.34B
Institutions holding LOB and their total value by quarter
QuarterHoldersValue
Q2 2026239$1.34B
Q1 2026228$1.08B
Q4 2025229$1.12B
Q3 2025223$1.07B
Q2 2025210$918.7M
Q1 2025224$803.6M
Q4 2024216$1.20B
Q3 2024211$1.41B
Q2 2024198$1.04B
Q1 2024199$1.19B
Q4 2023192$1.30B
Q3 2023174$817.3M
Q2 2023162$729.5M
Q1 2023174$688.3M
Q4 2022189$895.8M
Q3 2022188$864.6M
Q2 2022174$988.4M
Q1 2022208$1.46B
Q4 2021212$2.38B
Q3 2021166$1.61B
Q2 2021164$1.45B
Q1 2021166$1.56B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q3 2024.

Institutions holding LOB in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC25$9890.00%00.0%Unchanged
Larson Financial Group LLC22$8700.00%+22New
Missouri Trust & Investment Co16$6330.00%00.0%Unchanged
Skopos Labs, Inc.14$5160.00%+14New
Allworth Financial LP8$3270.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3170.00%−1−11.1%Reduced
GeoWealth Management, LLC8$3160.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2380.00%00.0%Unchanged
EverSource Wealth Advisors, LLC5$1980.00%−49−90.7%Reduced
IFP Advisors, Inc2$790.00%+2New
Global Financial Private Client, LLC2$790.00%+2New
TFC Financial Management1$400.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$400.00%+1New
Hemington Wealth Management20$00.00%+5+33.3%Added
Covestor Ltd3$00.00%00.0%Unchanged
Lazard Asset Management LLC7$00.00%+7New
Brandywine Global Investment Management, LLC0$00.00%−67,029−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−51,027−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−20,833−100.0%Sold out
49 Wealth Management, LLC0$00.00%−10,212−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−9,048−100.0%Sold out
Quent Capital, LLC0$00.00%−8,900−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−8,016−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−7,818−100.0%Sold out
HighTower Advisors, LLC0$00.00%−7,672−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−7,665−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−5,020−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−4,883−100.0%Sold out
Arbor Investment Advisors, LLC0$00.00%−4,630−100.0%Sold out
Mariner, LLC0$00.00%−4,526−100.0%Sold out
Edge Capital Group, LLC0$00.00%−4,425−100.0%Sold out
Entropy Technologies, LP0$00.00%−4,322−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,500−100.0%Sold out
Quarry LP0$00.00%−713−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−200−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−133−100.0%Sold out
Colonial Trust Advisors0$00.00%−124−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−100−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−74−100.0%Sold out
Claris Advisors, LLC0$00.00%−2−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−2−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed