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 2025 vs. Q2 2025

How the institutions holding Live Oak Bancshares, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of LOB: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	210	3	223	+16
Shares	30.8M	554	30.5M	−321.5K (−1.0%)
Value	$918.7M	$16.7K	$1.07B	+$155.5M (+16.9%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Live Oak Bancshares, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to LOB in Q3 2025
Institution	Shares	Value	% of portfolio
Mendon Capital Advisors Corp	49,750	$1.68M	0.77%
Balyasny Asset Management LLC	24,202	$852.4K	0.00%
Engineers Gate Manager LP	20,357	$717.0K	0.01%
Emerald Mutual Fund Advisers Trust	14,526	$511.6K	0.03%
Mariner, LLC	9,871	$347.7K	0.00%
O'Shaughnessy Asset Management, LLC	7,383	$260.0K	0.00%
Mercer Global Advisors Inc	7,236	$254.8K	0.00%
Los Angeles Capital Management LLC	6,803	$239.6K	0.00%
Allegiance Financial Group Advisory Services LLC	6,323	$222.7K	0.05%
HSBC Holdings PLC	6,357	$221.5K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	2,556	$90.0K	0.01%
State of Alaska, Department of Revenue	1,789	$63.0K	0.00%
Rockefeller Capital Management L.P.	1,333	$47.0K	0.00%
SRS Capital Advisors, Inc.	837	$29.5K	0.00%
First Horizon Corp	400	$14.1K	0.00%
Quarry LP	364	$12.8K	0.00%
Transamerica Financial Advisors, Inc.	293	$10.3K	0.00%
Optiver Holding B.V.	266	$9.37K	0.00%
First Command Advisory Services, Inc.	205	$7.22K	0.00%
Cloud Capital Management, LLC	190	$6.00K	0.00%
Mather Group, LLC.	117	$4.12K	0.00%
Wealthspire Advisors, LLC	81	$2.85K	0.00%
Golden State Wealth Management, LLC	65	$2.29K	0.00%
The PNC Financial Services Group, Inc.	30	$1.06K	0.00%
Parkside Financial Bank & Trust	15	$529	0.00%
Clearstead Advisors, LLC	12	$423	0.00%
Strategic Advocates LLC	6	$211	0.00%
Root Financial Partners, LLC	4	$141	0.00%

Sold out (12)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of LOB in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Gsa Capital Partners LLP	21,586	$643.0K
Arcus Capital Partners, LLC	20,000	$596.0K
Loomis Sayles & Co L P	15,186	$452.5K
Palogic Value Management, L.P.	12,500	$372.5K
Centiva Capital, LP	10,002	$298.1K
Ieq Capital, LLC	8,422	$251.0K
Skopos Labs, Inc.	152	$4.53K
Simplex Trading, LLC	135	$4.00K
Caitong International Asset Management Co., Ltd	118	$3.52K
WealthTrak Capital Management LLC	10	$298
Twin Peaks Wealth Advisors, LLC	1	$33
National Bank of Canada	1	$30

Not filed for Q3 2025 yet (3)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
First Horizon Advisors, Inc.	400	$11.9K
Semmax Financial Advisors Inc.	153	$4.77K
Parkworth Wealth Management, Inc.	1	$30