Ficha del valor · trimestre archivado
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
83Tenedores rastreados
+1Δ titulares
15.71MAcciones mantenidas
$519.53MValor declarado
+5Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.2% ·
flujo de acciones +0.7% ·
nuevas posiciones netas +1.2%
— 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 Q1 2026
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 | — | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | — | — |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | — | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | — |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | — |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | — | −1 |
| Q2 2024 | 7 | — | 1.88M | $65.96M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.53M | — | $50.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.44M | +9.8% | $47.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 853.96K | +4.5% | $28.25M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Loomis Sayles & Co L P | 728.13K | +30.4% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 434.17K | +51.7% | $14.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | Goldman Sachs Group ✦ | 319.00K | +8.8% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Charles Schwab Investment… | 290.63K | -0.5% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Manufacturers Life Insurance… | 285.13K | -1.0% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 263.00K | -22.3% | $8.70M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Raymond James Financial Inc | 262.79K | +19.3% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Hotchkis & Wiley Capital Management… | 249.72K | -32.7% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 239.32K | +10.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 17 | American Century Companies Inc | 181.79K | +96.2% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 174.61K | -7.4% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | State Of Wisconsin Investment Board | 151.95K | +8.7% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wcm Investment Management, Llc | 153.53K | Nuevo | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Millennium Management ✦ | 135.59K | -47.5% | $4.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 114.81K | -14.5% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ ×7 |
| 26 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 27 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | Citadel Advisors ✦ | 95.86K | -54.4% | $3.17M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 29 | Wells Fargo & Company/Mn | 90.91K | -43.7% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Deutsche Bank Ag\ | 89.28K | +4.2% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Captrust Financial Advisors | 85.73K | -7.8% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 75.12K | +53.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Nuveen, LLC | 73.58K | -31.6% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Td Asset Management Inc | 73.37K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Swiss National Bank | 72.20K | 0.0% | $2.39M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Invesco Ltd. | 65.28K | +1.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 37 | Susquehanna International Group, Llp | 61.53K | +360.2% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 51.17K | +2.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | Rhumbline Advisers | 47.31K | +3.0% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 45.72K | +40.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Victory Capital Management Inc | 43.59K | -19.7% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Sei Investments Co | 41.12K | +4.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | First Trust Advisors Lp | 40.98K | +98.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Federated Hermes, Inc. | 39.52K | +2.6% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 37.37K | -0.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 34.79K | -22.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 34.04K | -6.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 33.85K | +4.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | T. Rowe Price ✦ | 33.12K | +16.3% | $1.10M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | California State Teachers… | 32.96K | -0.8% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | LPL Financial LLC | 30.64K | -3.6% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 29.73K | -45.7% | $983,132 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 53 | Quantinno Capital Management LP | 29.69K | +53.2% | $981,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 29.28K | -11.1% | $968,267 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Mml Investors Services, Llc | 28.53K | -32.2% | $943,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 28.14K | -15.7% | $929,127 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Barclays Plc | 26.87K | -62.4% | $888,691 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Hrt Financial Lp | 26.44K | +106.9% | $874,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 23.27K | -1.2% | $843,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Blair William & Co/Il | 24.52K | -18.5% | $810,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 23.39K | -17.5% | $773,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 18.53K | -36.6% | $612,754 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Franklin Resources Inc | 18.11K | Nuevo | $598,897 | 0.0% | New | 1 | SEC ↗ ×3 |
| 64 | Mariner, LLC | 17.69K | +5.4% | $585,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cetera Investment Advisers | 16.89K | -8.1% | $558,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.60K | +1.1% | $548,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 14.06K | 0.0% | $465,630 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 12.52K | -24.3% | $418,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | New York State Common Retirement… | 12.18K | 0.0% | $402,925 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 9.90K | +25.1% | $327,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.60K | 0.0% | $317,604 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 8.20K | +1.1% | $271,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 7.75K | Nuevo | $256,167 | 0.0% | New | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 6.42K | -1.7% | $212,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Cwm, Llc | 5.93K | +20.5% | $196,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Simplex Trading, Llc | 2.20K | Nuevo | $72,886 | 0.0% | New | 1 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 2.12K | +62.1% | $68,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 1.92K | +41.4% | $63,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Us Bancorp \De\ | 678 | +10.2% | $22,421 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 528 | Nuevo | $17,461 | 0.0% | New | 1 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 322 | -7.5% | $10,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Optiver Holding B.V. | 90 | +21.6% | $2,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $992 | 0.0% | Held | 2 | 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
| Wcm Investment Management, Llc | $4.95M | 0.0% |
| Franklin Resources Inc | $598,897 | 0.0% |
| Mercer Global Advisors Inc… | $256,167 | 0.0% |
| Simplex Trading, Llc | $72,886 | 0.0% |
| Fifth Third Bancorp | $17,461 | 0.0% |
Posición cerrada
| Tudor Investment Corp Et Al | $1.83M | era 0.0% |
| Healthcare Of Ontario Pension… | $1.11M | era 0.0% |
| Hsbc Holdings Plc | $587,376 | era 0.0% |
| ProShare Advisors LLC | $222,140 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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: Q1 2026 ·
Metodología ·
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