Skip to main content

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 14 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

Q1 2026 vs. Q4 2025

How the institutions holding Live Oak Bancshares, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of LOB: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2292228+1
Shares32.6M2.70M32.6M+2.72M (+9.1%)
Value$1.12B$92.9M$1.08B+$51.3M (+5.0%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 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 Q1 2026 but not at the end of Q4 2025.

Institutions new to LOB in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,532,771$50.7M0.00%
Gilder Gagnon Howe & Co LLC1,193,114$39.5M0.47%
Vanguard Portfolio Management LLC908,146$30.0M0.00%
Vanguard Fiduciary Trust Co234,168$7.74M0.00%
WCM Investment Management, LLC153,534$4.95M0.01%
Riggs Asset Managment Co. Inc.71,794$2.37M0.49%
Vanguard Asset Management, Ltd29,394$972.1K0.00%
Franklin Resources Inc18,110$598.9K0.00%
Equitable Trust Co14,722$486.9K0.02%
Vanguard Global Advisers, LLC14,086$465.8K0.00%
Vanguard Investments Australia, Ltd.10,260$339.3K0.00%
Simplicity Wealth,LLC8,864$293.1K0.02%
Vident Advisory, LLC8,225$272.0K0.00%
Mercer Global Advisors Inc7,746$256.2K0.00%
Simplex Trading, LLC2,204$72.9K0.00%
Fifth Third Bancorp528$17.5K0.00%
Clear Street Markets LLC373$12.3K0.01%
Quarry LP210$6.95K0.00%
Mather Group, LLC.117$3.87K0.00%
Rachor Investment Advisory Services, LLC65$2.15K0.00%
Twin Peaks Wealth Advisors, LLC2$660.00%
GHP Investment Advisors, Inc.1$340.00%
Kilter Group LLC1$340.00%
Freestone Grove Partners LP1$330.00%
Keating Financial Advisory Services, Inc.1$330.00%
Bessemer Group Inc4$00.00%

Sold out (25)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,702,627$92.8M
Global Retirement Partners, LLC1,951$67.0K