LGIH
LGI Homes, Inc. · Consumer Cyclical · Residential Construction
Señales de momentum (gestores comparables):
amplitud de titulares +12.3% ·
flujo de acciones +4.6% ·
nuevas posiciones netas +11.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | +9 | 12.77M | $812.37M | +10 | −1 |
| Q1 2026 | 76 | +1 | 12.24M | $484.00M | +6 | −5 |
| Q4 2025 | 74 | -1 | 12.47M | $535.79M | — | −1 |
| Q3 2025 | 17 | +2 | 8.90M | $460.11M | +2 | — |
| Q2 2025 | 12 | -1 | 7.92M | $407.80M | +1 | −2 |
| Q1 2025 | 10 | 0 | 2.11M | $140.25M | — | — |
| Q4 2024 | 10 | 0 | 2.07M | $185.48M | — | — |
| Q3 2024 | 9 | +1 | 1.31M | $154.76M | +1 | — |
| Q2 2024 | 8 | — | 1.28M | $114.37M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.56M | +3.6% | $226.80M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | State Street Global Advisors ✦ (pasivo) | 1.21M | -2.7% | $76.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 883.34K | +1.7% | $56.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 723.49K | -33.2% | $46.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Goldman Sachs Group ✦ | 666.49K | +1.3% | $42.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 580.63K | +2198.2% | $36.97M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (pasivo) | 555.72K | +5.7% | $35.39M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 458.65K | -6.8% | $29.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 434.56K | +37.7% | $27.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 10 | Invesco Ltd. | 370.57K | +182.2% | $23.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Millennium Management ✦ | 357.82K | -35.7% | $22.79M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 304.22K | -5.1% | $19.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 238.67K | +167.4% | $15.20M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 14 | Nuveen, LLC | 224.20K | +348.5% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Northern Trust Corp | 210.50K | +10.5% | $13.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | Bank of New York Mellon Corp | 119.75K | +2.7% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | UBS Group AG | 116.95K | +30.4% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | First Trust Advisors Lp | 98.97K | -0.4% | $6.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Principal Financial Group Inc | 98.81K | +0.1% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Hrt Financial Lp | 98.80K | Nuevo | $6.29M | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 87.77K | -82.3% | $5.59M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 22 | Bank Of America Corp /De/ | 79.27K | +38.4% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 76.59K | Nuevo | $4.88M | 0.0% | New | 1 | SEC ↗ |
| 24 | Point72 Asset Management ✦ | 71.20K | -23.8% | $4.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Sei Investments Co | 70.45K | +44.2% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Raymond James Financial Inc | 67.99K | -1.7% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Squarepoint Ops LLC | 57.41K | -53.5% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rhumbline Advisers | 52.02K | -10.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Creative Planning | 50.92K | +139.3% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Legal & General Group Plc | 48.44K | -7.4% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Deutsche Bank Ag\ | 47.14K | -12.4% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Barclays Plc | 45.90K | +22.6% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Quantinno Capital Management LP | 41.94K | +166.2% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citigroup Inc | 41.23K | +56.3% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Swiss National Bank | 40.78K | 0.0% | $2.60M | 0.0% | Held | 3 | SEC ↗ |
| 36 | American Century Companies Inc | 39.78K | -14.0% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 38.49K | -2.1% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 35.98K | +12.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Ameriprise Financial Inc | 34.21K | +0.2% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | D. E. Shaw & Co. ✦ | 32.38K | +230.8% | $2.06M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 27.46K | +20.4% | $1.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Walleye Trading LLC | 24.53K | +11.0% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Prudential Financial Inc | 21.20K | +1.3% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 20.51K | -63.0% | $1.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 45 | Tidal Investments LLC | 20.30K | +125.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 18.99K | +113.4% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Mariner, LLC | 17.13K | Nuevo | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 14.79K | +397.5% | $941,084 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Alliancebernstein L.P. | 23.25K | -0.1% | $919,270 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 14.41K | +182.6% | $917,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 14.34K | Nuevo | $913,936 | 0.0% | New | 1 | SEC ↗ |
| 52 | Cerity Partners LLC | 14.09K | -16.3% | $897,440 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 53 | Wealth Enhancement Advisory… | 14.41K | +52.1% | $855,632 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Tudor Investment Corp Et Al | 12.15K | Nuevo | $774,030 | 0.0% | New | 1 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 11.22K | Nuevo | $714,448 | 0.0% | New | 1 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 10.93K | -59.6% | $695,959 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Schroder Investment Management Group | 10.79K | +88.3% | $684,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Universal- Beteiligungs- und… | 10.02K | -12.2% | $638,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 9.61K | -0.1% | $611,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | State Board Of Administration Of… | 9.47K | Nuevo | $603,241 | 0.0% | New | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 8.66K | +34.8% | $551,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 8.65K | -2.1% | $550,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | New York State Common Retirement… | 8.48K | +23.3% | $539,752 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | LPL Financial LLC | 6.95K | -7.3% | $442,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 5.28K | -4.5% | $336,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | BNP Paribas Asset Management… | 5.12K | -38.5% | $325,787 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 67 | Zurcher Kantonalbank (Zurich… | 4.68K | -0.5% | $297,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Voya Investment Management Llc | 4.09K | Nuevo | $260,642 | 0.0% | New | 1 | SEC ↗ |
| 69 | Pictet Asset Management Holding SA | 3.70K | Nuevo | $235,361 | 0.0% | New | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 3.62K | +28.3% | $230,840 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 71 | Fidelity (FMR) ✦ | 3.38K | -97.0% | $215,562 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 72 | Royal Bank Of Canada | 3.35K | -75.6% | $213,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 73 | Bnp Paribas Financial Markets | 3.21K | -21.0% | $204,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Group One Trading Llc | 2.83K | +301.6% | $180,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Ensign Peak Advisors, Inc | 1.15K | -17.8% | $73,423 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Us Bancorp \De\ | 857 | +3.6% | $54,574 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Rockefeller Capital Management L.P. | 683 | -36.8% | $43,493 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 78 | Jones Financial Companies Lllp | 582 | +592.9% | $38,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Nomura Asset Management Co Ltd | 410 | 0.0% | $26,109 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 348 | +19.6% | $22,159 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Optiver Holding B.V. | 134 | -25.6% | $8,533 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Assetmark, Inc | 5 | Nuevo | $318 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Hrt Financial Lp | $6.29M | 0.0% |
| Balyasny Asset Management L.P. | $4.88M | 0.0% |
| Mariner, LLC | $1.09M | 0.0% |
| Hsbc Holdings Plc | $913,936 | 0.0% |
| Tudor Investment Corp Et Al | $774,030 | 0.0% |
| Mercer Global Advisors Inc… | $714,448 | 0.0% |
| State Board Of Administration… | $603,241 | 0.0% |
| Voya Investment Management Llc | $260,642 | 0.0% |
| Pictet Asset Management… | $235,361 | 0.0% |
| Assetmark, Inc | $318 | 0.0% |
Posición cerrada
| Jennison Associates Llc | $866,893 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 205 tenedores, 20.69M acciones, $811.39M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.