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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, Q2 2026

Institutional positions in Live Oak Bancshares, Inc. as of Jun 30, 2026. 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
239
+13 vs. Q1 2026
Shares held
32.8M
+222.8K (+0.7%) vs. Q1 2026
Total value
$1.34B
+$262.3M (+24.3%) vs. Q1 2026
New holders
34
86 more added
Sold out
21
66 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 239 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 heldQ2 2026: $1.34B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Live Oak Bancshares, Inc.; share changes are against Q1 2026.

Institutions holding LOB in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC207$8.46K0.00%−83−28.6%Reduced
Essential Partners LLC201$8.21K0.00%−89−30.7%Reduced
Huntington National Bank200$8.17K0.00%00.0%Unchanged
Providence Capital Advisors, LLC200$8.17K0.00%+200New
Optiver Holding B.V.178$7.27K0.00%+88+97.8%Added
Smartleaf Asset Management LLC171$7.03K0.00%00.0%Unchanged
Fortitude Family Office, LLC153$6.25K0.00%+16+11.7%Added
SBI Securities Co., Ltd.128$5.23K0.00%00.0%Unchanged
Rothschild Investment LLC120$4.90K0.00%+36+42.9%Added
Mather Group, LLC.117$4.78K0.00%00.0%Unchanged
Signaturefd, LLC90$3.68K0.00%00.0%Unchanged
Quarry LP71$2.90K0.00%−139−66.2%Reduced
Golden State Wealth Management, LLC65$2.66K0.00%00.0%Unchanged
First Command Advisory Services, Inc.61$2.49K0.00%−144−70.2%Reduced
Pinnacle Wealth Planning Services, Inc.58$2.37K0.00%00.0%Unchanged
IFP Advisors, Inc56$2.29K0.00%+7+14.3%Added
Abound Wealth Management40$1.64K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$1.59K0.00%−48−55.2%Reduced
The PNC Financial Services Group, Inc.30$1.23K0.00%00.0%Unchanged
Horizon Financial Services, LLC29$1.18K0.00%+29New
UMA Financial Services, Inc.28$1.14K0.00%00.0%Unchanged
Covestor Ltd17$1.00K0.00%+12+240.0%Added
Clearstead Advisors, LLC21$8590.00%+21New
Torren Management, LLC19$7820.00%00.0%Unchanged
West Paces Advisors Inc.19$7760.00%+19New
True Wealth Design, LLC14$5720.00%00.0%Unchanged
SWAN Capital LLC13$5270.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd11$4490.00%−2−15.4%Reduced
Parallel Advisors, LLC5$2040.00%00.0%Unchanged
Stone House Investment Management, LLC5$2040.00%+5New
JFS Wealth Advisors, LLC3$1230.00%00.0%Unchanged
Silver Grove Financial Group, Inc.3$1230.00%+3New
DiNuzzo Private Wealth, Inc.2$820.00%00.0%Unchanged
JPL Wealth Management, LLC2$820.00%+2New
Action Point Financial Planning, LLC2$820.00%+2New
GHP Investment Advisors, Inc.1$410.00%00.0%Unchanged
Kilter Group LLC1$410.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$410.00%00.0%Unchanged
Bessemer Group Inc4$00.00%00.0%Unchanged
Motley Fool Wealth Management, LLC0$00.00%−209,559−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−125,000−100.0%Sold out
Pathfinder Wealth Consulting, Inc.0$00.00%−78,483−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−67,117−100.0%Sold out
Numerai GP LLC0$00.00%−48,305−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−29,767−100.0%Sold out
PMC FIG Opportunities LLC0$00.00%−24,307−100.0%Sold out
Equitable Trust Co0$00.00%−14,722−100.0%Sold out
Persistent Asset Partners Ltd0$00.00%−9,595−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−7,481−100.0%Sold out
Patriot Investment Management Inc.0$00.00%−6,689−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,204−100.0%Sold out
Clear Street Markets LLC0$00.00%−373−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−322−100.0%Sold out
Root Financial Partners, LLC0$00.00%−147−100.0%Sold out
Rachor Investment Advisory Services, LLC0$00.00%−65−100.0%Sold out
Bare Financial Services, Inc0$00.00%−63−100.0%Sold out
MAI Capital Management0$00.00%−48−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−16−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Freestone Grove Partners LP0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed