HolderBook

LIVANOVA PLC (LIVN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$117.5M
Reported value
0.0%
Calls
0.0%
Puts
-296
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$115.0M1,502,8020.75%3qHELD
CHAPIN DAVIS, INC.$1.3M17,6000.26%7qHELD
Avidian Wealth Enterprises, LLC$751.6K9,8250.02%newNEW
Central Pacific Bank - Trust Division$216.7K2,8330.02%9q-8.1%-$19.1K
GAMMA Investing LLC$158.2K2,0680.01%12q+12.5%+$17.6K
Farther Finance Advisors, LLC$34.6K4520.00%13q+59.7%+$12.9K
Versant Capital Management, Inc$15.3K2000.00%7q+8.7%+$1.2K
GK Wealth Management LLC$9.8K1280.01%newNEW
MassMutual Private Wealth & Trust, FSB$842110.00%3qHELD
Trust Co$53670.00%4qHELD
Retirement Wealth Solutions LLC$7710.00%8qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613GFMR LLCwith 1 co-filers5.8%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-10Bianchi FrancescoDirectorSold3,500$273.0K
2026-08-11Tezel AhmetChief Innovation OfficerSold2,675$207.9K
2026-09-04Story BrookeDirectorSold2,300$187.3K
2026-05-26Bianchi FrancescoDirectorSold1,800$136.3K
2026-08-31Bianchi FrancescoDirectorSold1,650$131.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$117.5M1,535,9272310.0%
Q2 2026307$5.1B62,287,32153121810.0%
Q1 2026293$3.8B59,447,26749114780.0%
Q4 2025277$3.4B55,005,61834101900.1%
Q3 2025273$2.9B55,699,09548841050.3%
Q2 2025255$2.5B55,395,3194298820.1%
Q1 2025249$2.1B54,037,8853298820.1%
Q4 2024258$2.5B54,560,02834105680.2%
Q3 2024241$2.8B52,379,5174478850.7%
Q2 2024229$3.1B55,309,9493382781.8%
Q1 2024231$3.3B57,554,6964576721.8%
Q4 2023216$2.9B55,478,0963067780.7%
Q3 2023211$2.9B53,582,9492866880.8%
Q2 2023201$2.8B53,249,1152574781.7%
Q1 2023211$2.3B53,740,0923283720.4%
Q4 2022219$3.1B55,056,5773783581.5%
Q3 2022209$2.9B55,309,0762873774.1%
Q2 2022217$3.6B54,834,8802487684.5%
Q1 2022235$4.5B53,643,4103877811.5%
Q4 2021220$4.7B52,813,5493078671.0%
Q3 2021210$4.2B52,468,6133298490.6%
Q2 2021211$4.0B47,507,4163753800.1%
Q1 2021202$3.5B46,792,6473048850.4%
Q4 2020200$3.1B46,363,2834656660.2%
Q3 2020177$2.1B45,756,5952240840.0%
Q2 2020181$2.3B46,106,1213369580.3%
Q1 2020186$2.0B43,575,1572662630.1%
Q4 2019214$3.4B45,006,8163464740.1%
Q3 2019207$3.2B43,209,0412658700.2%
Q2 2019213$3.2B43,437,1842679770.9%
Q1 2019235$4.2B42,528,8503191700.5%
Q4 2018249$4.1B43,932,1985571.3%