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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

233 managers (239 13F filers) reported a position in LOB shares at 2026-06-30, 32,843,357 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
233
13F filers
239
New
31
Added
86
Reduced
66
Sold out
21
Shares held by filers
32,843,357

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fortitude Family Office, LLC153$6.25K<0.01%+1613F-HRTimeline
SBI Securities Co., Ltd.128$5.23K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$4.9K<0.01%+3613F-HRTimeline
MATHER GROUP, LLC.117$4.78K<0.01%013F-HRTimeline
SIGNATUREFD, LLC90$3.68K<0.01%013F-HRTimeline
Quarry LP71$2.9K<0.01%-13913F-HRTimeline
Golden State Wealth Management, LLC65$2.66K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.61$2.49K<0.01%-14413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.58$2.37K<0.01%013F-HRTimeline
IFP Advisors, Inc56$2.29K<0.01%+713F-HRTimeline
Abound Wealth Management40$1.64K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.39$1.59K<0.01%-4813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$1.23K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC29$1.18K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.28$1.14K<0.01%013F-HRTimeline
Covestor Ltd17$1K<0.01%+1213F-HRTimeline
Clearstead Advisors, LLC21$859<0.01%new13F-HRTimeline
Torren Management, LLC19$782<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.19$776<0.01%new13F-HRTimeline
True Wealth Design, LLC14$572<0.01%013F-HRTimeline
SWAN Capital LLC13$527<0.01%013F-HRTimeline
Caitong International Asset Management …11$449<0.01%-213F-HRTimeline
Parallel Advisors, LLC5$204<0.01%013F-HRTimeline
Stone House Investment Management, LLC5$204<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3$123<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.3$123<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.2$82<0.01%013F-HRTimeline
JPL Wealth Management, LLC2$82<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2$82<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$41<0.01%013F-HRTimeline
Kilter Group LLC1$41<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1$41<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.