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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 ↗ |
| 2 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 1.53M | — | $50.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (pasivo) | 1.44M | +9.8% | $47.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 853.96K | +4.5% | $28.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 853.96K | +4.5% | $28.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Loomis Sayles & Co L P | 728.13K | +30.4% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Loomis Sayles & Co L P | 728.13K | +30.4% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 434.17K | +51.7% | $14.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 319.00K | +8.8% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 319.00K | +8.8% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Charles Schwab Investment… | 290.63K | -0.5% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Manufacturers Life Insurance… | 285.13K | -1.0% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 263.00K | -22.3% | $8.70M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 38 | Raymond James Financial Inc | 262.79K | +19.3% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 262.79K | +19.3% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 262.79K | +19.3% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Hotchkis & Wiley Capital Management… | 249.72K | -32.7% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 239.32K | +10.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | American Century Companies Inc | 181.79K | +96.2% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 174.61K | -7.4% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 174.61K | -7.4% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 174.61K | -7.4% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | State Of Wisconsin Investment Board | 151.95K | +8.7% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Wcm Investment Management, Llc | 153.53K | Nuevo | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 59 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Millennium Management ✦ | 135.59K | -47.5% | $4.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | Ameriprise Financial Inc | 114.81K | -14.5% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 114.81K | -14.5% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 95.86K | -54.4% | $3.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 95.86K | -54.4% | $3.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 90.91K | -43.7% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 90.91K | -43.7% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 90.91K | -43.7% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Deutsche Bank Ag\ | 89.28K | +4.2% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Deutsche Bank Ag\ | 89.28K | +4.2% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Deutsche Bank Ag\ | 89.28K | +4.2% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Captrust Financial Advisors | 85.73K | -7.8% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Royal Bank Of Canada | 75.12K | +53.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Royal Bank Of Canada | 75.12K | +53.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Royal Bank Of Canada | 75.12K | +53.3% | $2.48M | 0.0% | ▲ Add | 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% |
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)
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
Aug 13
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $430,973
Aug 12
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K acc. · $427,475
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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