Запись по ценной бумаге · архивный квартал
OBK
Origin Bancorp, Inc. · Financial Services · Banks - Regional
86Отслеживаемые держатели
+7Δ держателей
14.05MАкций в держании
$582.04MОтчётная стоимость
+12Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.9% ·
поток акций +8.2% ·
новые чистые позиции +8.1%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.93K | $520,870 | n/a | n/a |
| Q2 2026 | 85 | +2 | 14.76M | $754.63M | +5 | −3 |
| Q1 2026 | 86 | +7 | 14.05M | $582.04M | +12 | −5 |
| Q4 2025 | 79 | -1 | 13.41M | $504.28M | n/a | −1 |
| Q3 2025 | 18 | +1 | 7.65M | $264.07M | +1 | n/a |
| Q2 2025 | 14 | -1 | 6.11M | $218.37M | +2 | −3 |
| Q1 2025 | 12 | 0 | 2.06M | $71.27M | +1 | −1 |
| Q4 2024 | 12 | 0 | 1.95M | $64.86M | n/a | n/a |
| Q3 2024 | 11 | +1 | 1.08M | $34.64M | +1 | n/a |
| Q2 2024 | 10 | n/a | 1.03M | $32.64M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 2.47M | -1.1% | $102.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.43M | +3.6% | $59.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 1.33M | n/a | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 984.88K | +6.7% | $40.83M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 886.77K | +11.2% | $36.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (пассивный) | 713.67K | +2.6% | $29.60M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 653.53K | -1.6% | $27.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 512.65K | Новый | $21.25M | 0.0% | New | 1 | SEC ↗ ×3 |
| 9 | Bank of New York Mellon Corp | 369.41K | +2.4% | $15.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Millennium Management ✦ | 337.23K | -30.0% | $13.98M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Nuveen, LLC | 313.35K | +13.7% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | JPMorgan Chase ✦ | 293.91K | +114.1% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | AQR Capital Management ✦ | 258.85K | +63.5% | $10.73M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 14 | Northern Trust Corp | 250.81K | +5.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Charles Schwab Investment… | 240.53K | -1.2% | $9.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 216.14K | +124.8% | $8.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 213.17K | +15.8% | $8.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | State Of Wisconsin Investment Board | 157.29K | -4.0% | $6.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 154.49K | -15.5% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Man Group plc | 111.93K | +194.8% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 107.82K | +2.5% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 22 | Envestnet Asset Management Inc | 96.48K | +4.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 95.52K | +21.5% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Sei Investments Co | 91.08K | +45.6% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 89.20K | +25.6% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 87.69K | +69.3% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Arrowstreet Capital ✦ | 83.63K | 0.0% | $3.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Hotchkis & Wiley Capital Management… | 76.87K | -71.8% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Franklin Resources Inc | 74.95K | +57.9% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Bank Of America Corp /De/ | 74.52K | +71.2% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 70.05K | +0.4% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 32 | Jane Street Group, Llc | 65.42K | +65.4% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Swiss National Bank | 58.58K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 56.34K | -8.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Voya Investment Management Llc | 54.70K | -11.8% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Wells Fargo & Company/Mn | 52.86K | -29.6% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Hrt Financial Lp | 52.78K | Новый | $2.19M | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 50.65K | +108.5% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 39 | Citadel Advisors ✦ | 48.49K | -36.0% | $2.01M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 40 | Invesco Ltd. | 45.73K | -0.3% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Barclays Plc | 41.15K | -48.9% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Fisher Asset Management ✦ | 39.17K | +13.6% | $1.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | First Trust Advisors Lp | 39.11K | -37.0% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Rhumbline Advisers | 38.15K | -1.0% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 36.38K | +30.3% | $1.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 34.92K | Новый | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 47 | California State Teachers… | 28.70K | -0.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 28.13K | +13.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 29.56K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 50 | Corient Private Wealth LP | 23.78K | -49.6% | $985,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Raymond James Financial Inc | 22.41K | -33.9% | $929,036 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Citigroup Inc | 21.48K | +12.5% | $890,353 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Federated Hermes, Inc. | 19.13K | 0.0% | $793,088 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 19.08K | +4.1% | $790,974 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Legal & General Group Plc | 18.70K | -36.8% | $774,073 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Royal Bank Of Canada | 18.17K | +2.6% | $753,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Victory Capital Management Inc | 18.00K | 0.0% | $746,280 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Allspring Global Investments… | 16.33K | +11.5% | $677,208 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 16.74K | Новый | $674,126 | 0.0% | New | 1 | SEC ↗ |
| 60 | LPL Financial LLC | 16.20K | +0.5% | $671,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mariner, LLC | 15.48K | +47.4% | $641,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Marshall Wace ✦ | 14.30K | Новый | $592,878 | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.95K | +1.0% | $578,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Janus Henderson Group Plc | 13.75K | 0.0% | $570,184 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 13.69K | -2.4% | $567,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 12.65K | -32.5% | $524,552 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 10.46K | +55.9% | $433,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Zurcher Kantonalbank (Zurich… | 9.53K | +11.5% | $395,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cwm, Llc | 9.19K | +61.3% | $380,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 9.05K | 0.0% | $375,047 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Balyasny Asset Management L.P. | 8.90K | Новый | $369,119 | 0.0% | New | 1 | SEC ↗ ×2 |
| 72 | State Board Of Administration Of… | 8.33K | 0.0% | $345,362 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 8.05K | +0.1% | $333,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Commonwealth Equity Services, Llc | 6.96K | +0.4% | $288,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 6.75K | Новый | $279,859 | 0.0% | New | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 6.42K | Новый | $268,189 | 0.0% | New | 1 | SEC ↗ |
| 77 | Mercer Global Advisors Inc /Adv | 6.00K | Новый | $248,763 | 0.0% | New | 1 | SEC ↗ |
| 78 | Captrust Financial Advisors | 5.71K | Новый | $236,770 | 0.0% | New | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 3.80K | -5.6% | $157,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 3.56K | 0.0% | $147,680 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Fifth Third Bancorp | 3.50K | Новый | $145,325 | 0.0% | New | 1 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 2.51K | +42.7% | $104,018 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 83 | BNP Paribas Asset Management… | 385 | +45.3% | $15,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mitsubishi UFJ Asset Management… | 289 | 0.0% | $11,982 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Optiver Holding B.V. | 114 | +235.3% | $4,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Northwestern Mutual Wealth… | 29 | Новый | $1,202 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wellington Management | $21.25M | 0.0% |
| Hrt Financial Lp | $2.19M | 0.0% |
| Susquehanna International… | $1.45M | 0.0% |
| Jones Financial Companies Lllp | $674,126 | 0.0% |
| Marshall Wace | $592,878 | 0.0% |
| Balyasny Asset Management L.P. | $369,119 | 0.0% |
| Quantinno Capital Management… | $279,859 | 0.0% |
| Wealth Enhancement Advisory… | $268,189 | 0.0% |
| Mercer Global Advisors Inc… | $248,763 | 0.0% |
| Captrust Financial Advisors | $236,770 | 0.0% |
| Fifth Third Bancorp | $145,325 | 0.0% |
| Northwestern Mutual Wealth… | $1,202 | 0.0% |
Закрыто
| Prudential Financial Inc | $417,283 | составлял 0.0% |
| Squarepoint Ops LLC | $229,985 | составлял 0.0% |
| ProShare Advisors LLC | $204,598 | составлял 0.0% |
| Rockefeller Capital… | $75,855 | составлял 0.0% |
| Simplex Trading, Llc | $19,820 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 187 держатели, 20.09M акции, $823.88M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Aug 07
Jones Cecil W.
Director · 3.70K акц. @ 53.86 · $199,282
Продажи на открытом рынке (S)
Продаж инсайдеров на открытом рынке в нашем окне покрытия нет.
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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