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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

Q2 2026 vs. Q1 2026

How the institutions holding Live Oak Bancshares, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of LOB: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2282239+13
Shares32.6M20.0K32.8M+222.8K (+0.7%)
Value$1.08B$661.9K$1.34B+$262.3M (+24.3%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Live Oak Bancshares, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to LOB in Q2 2026
InstitutionSharesValue% of portfolio
Apollon Wealth Management, LLC117,466$4.80M0.06%
Man Group plc71,864$2.93M0.01%
Qube Research & Technologies Ltd66,187$2.70M0.00%
Marshall Wace, LLP44,516$1.82M0.00%
Walleye Capital LLC39,973$1.63M0.01%
Point72 Asset Management, L.P.38,616$1.58M0.00%
Jupiter Topco LLC14,061$573.5K0.00%
Callan Family Office, LLC13,080$534.2K0.01%
Mirabella Financial Services LLP10,678$436.1K0.04%
Aigen Investment Management, LP9,668$394.8K0.11%
HSBC Holdings PLC7,941$325.8K0.00%
Commonwealth Equity Services, LLC7,941$324.3K0.00%
Evergreen Capital Management LLC7,301$298.2K0.01%
Allegiance Financial Group Advisory Services LLC6,307$257.6K0.04%
Prudential Financial Inc6,135$250.6K0.00%
Cerity Partners LLC5,928$242.1K0.00%
Pinnacle Financial Partners, Inc.5,500$224.6K0.00%
Tannin Capital LLC5,388$220.1K0.14%
Principal Securities, Inc.5,280$215.6K0.00%
Abel Hall, LLC5,263$214.9K0.04%
Atria Investments LLC5,150$210.3K0.00%
Pictet Asset Management Holding SA5,020$205.0K0.00%
Concord Wealth Partners2,850$116.4K0.01%
Custom Index Systems, LLC2,304$94.1K0.03%
Global Retirement Partners, LLC889$36.3K0.00%
Nykredit A/S529$21.6K0.00%
Providence Capital Advisors, LLC200$8.17K0.00%
Horizon Financial Services, LLC29$1.18K0.00%
Clearstead Advisors, LLC21$8590.00%
West Paces Advisors Inc.19$7760.00%
Stone House Investment Management, LLC5$2040.00%
Silver Grove Financial Group, Inc.3$1230.00%
JPL Wealth Management, LLC2$820.00%
Action Point Financial Planning, LLC2$820.00%

Sold out (21)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of LOB in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Motley Fool Wealth Management, LLC209,559$6.93M
Brevan Howard Capital Management LP125,000$4.13M
Pathfinder Wealth Consulting, Inc.78,483$2.60M
Boothbay Fund Management, LLC67,117$2.22M
Numerai GP LLC48,305$1.60M
Susquehanna Portfolio Strategies, LLC29,767$984.4K
PMC FIG Opportunities LLC24,307$803.8K
Equitable Trust Co14,722$486.9K
Persistent Asset Partners Ltd9,595$317.3K
Public Employees Retirement System of Ohio7,481$247.4K
Patriot Investment Management Inc.6,689$221.2K
Simplex Trading, LLC2,204$72.9K
Clear Street Markets LLC373$12.3K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.322$10.6K
Root Financial Partners, LLC147$4.86K
Rachor Investment Advisory Services, LLC65$2.15K
Bare Financial Services, Inc63$2.08K
MAI Capital Management48$1.59K
Missouri Trust & Investment Co16$529
Twin Peaks Wealth Advisors, LLC2$66
Freestone Grove Partners LP1$33

Not filed for Q2 2026 yet (2)

Institutions that held Live Oak Bancshares, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LOB in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC14,061$465.6K
CWM, LLC5,935$196.3K