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Live Oak Bancshares, Inc. (LOB) research

Live Oak Bancshares, Inc.
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Sector
Financial Services
Industry
Banks - Regional
Last price
$37.09
As of

Live Oak Bancshares, Inc. (LOB): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-28.

As of . Source: SEC EDGAR filings for LOB. Method and limitations.

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You are seeing 5 of 14 signals recorded on LOB since 2026-05-26.

The five above all landed on 2026-09-06. The other 9 were recorded on 4 other days. 10 of the 14 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in LOB (2026Q2)

Manager / securityMarket value% portfolioQoQ
TWO SIGMA INVESTMENTS, LPCUSIP 53803X105 · 2026Q2$17.2M0.01%,
D. E. Shaw & Co., Inc.CUSIP 53803X105 · 2026Q2$8.9M0.00%,
CITADEL ADVISORS LLCCUSIP 53803X105 · 2026Q2$4.1M0.00%,
Point72 Asset Management, L.P.CUSIP 53803X105 · 2026Q2$1.6M0.00%,
MILLENNIUM MANAGEMENT LLCCUSIP 53803X105 · 2026Q2$936K0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, LOB

LOB mentioned in Kresmion daily briefs

LOB against its peers

LOB's return on equity of 8.5% ranks in the 20th percentile of 22 Banks - Regional sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.

MetricLOBPeer medianPercentilen
Revenue FYn/a86.7Mn/a7
Net marginn/a161.7%n/a7
Return on equity8.5%9.8%2022
P / E16.6x13.6x7819

Peers (22): STBA, DCOM, FSUN, RBCAA, TCBK, BFC, CASH, CNOB, TBBK, TFIN, FCF, TMP, AMAL, PEBO, BHRB, OFG, CTBI, NWBI, EFSC, FMBH, HBT, MBIN. Left out: BLX (period gap), INTR (period gap), TSCFY (no annual filing). Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (LOB: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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