Live Oak Bancshares, Inc.· LOB

🇺🇸 US · MidBroad USNYSE

Financial ServicesBanks - RegionalWebsite

Price: $43.63
Day: -0.30%
Mkt Cap: $2.02B
52W Range: $29.36 – $44.53
Volume: 182.4K
Beta: 1.88

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Live Oak Bancshares, Inc.

LOB|Financial Services|Banks - Regional

Current price: $44

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$732.6K

Net share flow-17.5K

Purchases0 ($0)

Sales4 ($732.6K)

Top Notable Transactions

Insider

Type

Value

Date

Derraik Renato

Sale

$2.8M

Apr 30

SUTHERLAND JOHN W.

Sale

$860.0K

Aug 23

SUTHERLAND JOHN W.

Sale

$616.8K

Nov 13

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership71.1%

13F share flow-3.9%

Investors holding228

+134 adding-107 reducing

109

New 25Inc 109Red 77Closed 30

Top Institutional Holders

Institution

Value

Change

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

$214.6M

+1.0%

BLACKROCK, INC.

$113.5M

-4.0%

BARROW HANLEY MEWHINNEY & STRAUSS LLC

$53.6M

-6.0%

DIMENSIONAL FUND ADVISORS LP

$52.7M

+3.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting95

Total shares held8.0M

Share flow-10.7%

22 buying20 selling

Buying 22Unchanged 54Selling 20

Top Fund Holders

Fund

Weight

Change

Natixis Funds Trust II

931.3K

19.24%

AMERICAN CENTURY ETF TRUST

496.2K

0.20%

+404.2K

VANGUARD SCOTTSDALE FUNDS

214.6K

0.01%

+7.6K

North Square Investments Trust

100.5K

0.17%

+19.6K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore LOB on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LOB Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+12

Fund Flow

10% weight

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for LOB

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

4 sales totaling $732.6K (17.5K shares)

Share volume is well below the historical pace (0.3x average), insiders are holding more

Buying seen in 5 of 7 quarters

Insider buying in 3 of the last 4 quarters

Notable Recent Transactions, LOB

Top 8 highest-value recent insider trades

Derraik Renato

Officer

Sell

75,000 shares at $37.83

Apr 30, 2026$2.84M

SUTHERLAND JOHN W.

Officer

Sell

20,000 shares at $43.00

Aug 23, 2024$859.98K

SUTHERLAND JOHN W.

Officer

Sell

12,588 shares at $49.00

Nov 13, 2024$616.84K

MAHAN JAMES S III

Director

Sell

9,760 shares at $41.88

Feb 4, 2026$408.77K

MAHAN JAMES S III

Director

Sell

10,000 shares at $40.04

Feb 19, 2026$400.35K

Petty Miltom Emmett

Director

Sell

10,000 shares at $39.73

Feb 29, 2024$397.25K

MAHAN JAMES S III

Director

Sell

9,598 shares at $40.84

Feb 11, 2026$392.02K

SUTHERLAND JOHN W.

Officer

Sell

9,459 shares at $40.58

Mar 7, 2024$383.82K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for LOB

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

71.1% institutional ownership

Slight accumulation: 134 adding vs 107 reducing

13F share count essentially flat

Position Changes

Q2 2026: how are institutions adjusting their positions?

+44 growing-183 shrinkingNet: -139

175

New (13)

Increased (31)

Reduced (8)

Closed (175)

Top Institutional Holders, LOB

Largest 8 institutional positions by ownership percentage as of Q2 2026

ENVESTNET ASSET MANAGEMENT INC

237.1K

$9.7M

Ownership

0.52%

-0.9%

WHITTIER TRUST CO

224.4K

$9.4M

Ownership

0.49%

-0.7%

TRUST CO OF THE SOUTH

167.5K

$6.8M

Ownership

0.36%

No change

APOLLON WEALTH MANAGEMENT, LLC

117.5K

$4.8M

Ownership

0.26%

+100.0%

WHITTIER TRUST CO OF NEVADA INC

117.0K

$4.8M

Ownership

0.25%

-0.1%

E. OHMAN J:OR ASSET MANAGEMENT AB

98.7K

$4.0M

Ownership

0.22%

No change

TD ASSET MANAGEMENT INC

73.4K

$3.0M

Ownership

0.16%

No change

RIGGS ASSET MANAGMENT CO. INC.

65.2K

$2.7M

Ownership

0.14%

-9.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 96 ETFs and mutual funds reporting

22 buying20 sellingNet: +2

Buying (22)

Unchanged (54)

Selling (20)

Neutral

Mixed fund activity in Q2 2026

96 ETFs and mutual funds reporting

22 buying vs 20 selling (balanced)

Top Fund Holders, LOB

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Natixis Funds Trust II

931.3K

Weight

19.24%

No change

AMERICAN CENTURY ETF TRUST

496.2K

Weight

0.20%

Increased

VANGUARD SCOTTSDALE FUNDS

214.6K

Weight

0.01%

Increased

North Square Investments Trust

100.5K

Weight

0.17%

Increased

DEUTSCHE DWS INVESTMENT TRUST

54.7K

Weight

17.07%

No change

RBB FUND, INC.

53.6K

Weight

0.04%

Decreased

T. Rowe Price Spectrum Funds II, Inc.

50.6K

Weight

0.33%

Decreased

JPMORGAN TRUST II

33.7K

Weight

0.00%

No change

Live Oak Bancshares, Inc.· LOB

Holdings Analysis

Insider Trading Activity

1.3Transaction History71Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings80Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History71Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings80Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights