Ficha del valor · trimestre archivado
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
82Tenedores rastreados
-2Δ titulares
16.78MAcciones mantenidas
$576.36MValor declarado
+0Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.4% ·
flujo de acciones +1.9% ·
nuevas posiciones netas -2.4%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +7 | 16.37M | $668.41M | +9 | −2 |
| Q1 2026 | 83 | +1 | 15.71M | $519.53M | +5 | −4 |
| Q4 2025 | 82 | -2 | 16.78M | $576.36M | n/a | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | n/a | n/a |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | n/a | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | n/a |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | n/a |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | n/a | −1 |
| Q2 2024 | 7 | n/a | 1.88M | $65.96M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.58M | +11.1% | $122.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 2.70M | +0.6% | $92.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 1.54M | n/a | $52.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.31M | +5.1% | $44.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 817.44K | -1.1% | $28.08M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 6 | Loomis Sayles & Co L P | 558.41K | n/a | $19.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Hotchkis & Wiley Capital Management… | 370.86K | n/a | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 338.49K | +22.9% | $11.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 293.24K | +1.4% | $10.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Charles Schwab Investment… | 291.96K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Manufacturers Life Insurance… | 288.12K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 286.16K | +84.4% | $9.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Northern Trust Corp | 285.09K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Morgan Stanley ✦ | 273.10K | -4.5% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 15 | Millennium Management ✦ | 258.07K | -8.8% | $8.86M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Raymond James Financial Inc | 220.27K | n/a | $7.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Envestnet Asset Management Inc | 217.50K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 210.18K | +30.4% | $7.22M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 188.57K | n/a | $6.48M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Wells Fargo & Company/Mn | 161.55K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | UBS Group AG | 160.71K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | State Of Wisconsin Investment Board | 139.76K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 134.34K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Nuveen, LLC | 107.49K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 103.54K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 26 | AQR Capital Management ✦ | 102.40K | +8.6% | $3.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 27 | Russell Investments Group, Ltd. | 102.06K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 28 | Captrust Financial Advisors | 93.02K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | American Century Companies Inc | 92.65K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 85.69K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Td Asset Management Inc | 73.37K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 72.20K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Barclays Plc | 71.38K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Invesco Ltd. | 64.32K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Fidelity (FMR) ✦ | 54.77K | +3.6% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Victory Capital Management Inc | 54.28K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Tudor Investment Corp Et Al | 53.14K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 53.00K | -83.6% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | UBS AM, a distinct business unit of… | 49.79K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | Royal Bank Of Canada | 49.01K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Rhumbline Advisers | 45.91K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Squarepoint Ops LLC | 44.76K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 42.10K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Sei Investments Co | 39.35K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Federated Hermes, Inc. | 38.52K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 37.56K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Creative Planning | 36.58K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Legal & General Group Plc | 33.38K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | California State Teachers… | 33.22K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 32.93K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Stifel Financial Corp | 32.54K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Citigroup Inc | 32.53K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Healthcare Of Ontario Pension Plan… | 32.23K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | LPL Financial LLC | 31.80K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 30.08K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Balyasny Asset Management L.P. | 29.21K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 28.48K | -15.4% | $979,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 28.35K | n/a | $973,754 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Truist Financial Corp | 23.54K | n/a | $751,440 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | First Trust Advisors Lp | 20.69K | n/a | $710,641 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 19.39K | n/a | $665,910 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cetera Investment Advisers | 18.37K | n/a | $630,998 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 16.54K | n/a | $601,566 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Hsbc Holdings Plc | 17.06K | n/a | $587,376 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Mariner, LLC | 16.79K | n/a | $576,756 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.41K | n/a | $563,752 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 14.06K | n/a | $482,995 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 13.37K | n/a | $459,260 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Hrt Financial Lp | 12.78K | n/a | $439,000 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | New York State Common Retirement… | 12.18K | n/a | $418,520 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.60K | n/a | $329,897 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 8.11K | n/a | $278,579 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 7.91K | n/a | $271,812 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 6.53K | n/a | $224,271 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | ProShare Advisors LLC | 6.47K | n/a | $222,140 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Cwm, Llc | 4.93K | n/a | $169,000 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 1.36K | n/a | $46,607 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 1.31K | n/a | $44,982 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 615 | n/a | $21,125 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | BNP Paribas Asset Management… | 348 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Optiver Holding B.V. | 74 | n/a | $2,542 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 30 | n/a | $1,031 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $1.31M | era 0.0% |
| Marshall Wace | $1.01M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 226 tenedores, 32.53M acciones, $843.83M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 10
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $387,485
Sep 09
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $386,312
Sep 03
Bradford Tonya Williams
Director · 1.60K acc. · $63,824
Sep 03
WILLIAMS WILLIAM L. III
Director · 6.59K acc. · $264,220
Sep 03
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $397,466
Aug 27
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $396,590
Aug 26
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $399,878
Aug 20
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $405,283
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 8.00K acc. · $328,464
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 2.00K acc. · $83,852
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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