Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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All filings, new and amended.1–38 of 38
  • ActivistAmendment 15
    Nov 6, 2026
    AMG BBH Asset-Backed Credit Fund, LLC
    Brown Brothers Harriman & Co
    70.74% · 4,405,168 shSEC
  • PassiveNew
    Nov 6, 2026
    PACB · Pacific Biosciences Of Calif
    T. Rowe Price Associates, Inc.
    10.8% · 33,445,993 shSEC
  • PassiveAmendment 2
    Nov 6, 2026
    WBI · Waterbridge Infrastruc-Cl A
    T. Rowe Price Investment Management, Inc.
    10.2% · 5,663,206 shSEC
  • PassiveNew
    Nov 6, 2026
    DHY · UBS Asset Management High Yield Credit Fund
    First Trust Portfolios L.P.
    17.25% · 2,383,661 shSEC
  • PassiveNew
    Nov 6, 2026
    ASPE · Aspen Neuroscience Inc
    Fmr Llc
    11.2% · 3,250,000 shSEC
  • ActivistNew
    Nov 6, 2026
    VISM · Visium Technologies, Inc.
    Dr. Bo Niclas Adler
    48.8% · 620,000,003 shSEC
  • ActivistAmendment 107
    Nov 6, 2026
    MET · MetLife, Inc.
    Board of Directors of MetLife, Inc., as an entity
    16% · 100,527,578 shSEC
  • ActivistAmendment 21
    Nov 5, 2026
    LYB · LyondellBasell Industries N.V.
    LYB Holdco LLC
    19.6% · 63,435,504 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    CBRS · Cerebras Systems Inc.
    Fmr Llc
    17.8% · 30,337,839 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    WEA · Western Asset Premier Bond Fund
    Sit Investment Associates Inc
    10.7% · 1,265,260 shSEC
  • PassiveAmendment 7
    Nov 5, 2026
    TSI · TCW Strategic Income Fund, Inc.
    Sit Investment Associates Inc
    37.7% · 24,026,295 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    JHI · John Hancock Investors Trust
    Sit Investment Associates Inc
    10.2% · 889,068 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    FINS · Angel Oak Financial Strategies Income Term Trust
    Sit Investment Associates Inc
    33.9% · 11,323,734 shSEC
  • ActivistNew
    Nov 5, 2026
    PRSO · Peraso Inc.
    Nant Capital, LLC
    19.99% · 4,088,683 shSEC
  • PassiveNew
    Nov 4, 2026
    Proshares Trust
    Maytree Asset Management Ltd
    12.8% · 522,000 shSEC
  • ActivistAmendment 7
    Nov 4, 2026
    KNOP · KNOT Offshore Partners LP
    Knutsen NYK Offshore Tankers AS
    36.9% · 14,000,914 shSEC
  • PassiveAmendment 5
    Nov 4, 2026
    iShares Nasdaq Premium Income Active ETF
    BlackRock Portfolio Management LLC
    25.1% · 200,656 shSEC
  • ActivistNew
    Nov 4, 2026
    Constitution Capital Access Fund, LLC
    Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme
    63.6% · 42,437,240 shSEC
  • ActivistAmendment 4
    Nov 4, 2026
    NTPIF · Nam Tai Property Inc.
    Oasis Management Company Ltd.
    21.9% · 13,338,297 shSEC
  • ActivistAmendment 8
    Nov 3, 2026
    PRTH · Priority Technology Holdings, Inc.
    Thomas C. Priore
    56.4% · 46,600,996 shSEC
  • ActivistNew
    Nov 3, 2026
    ADMT · ADM Tronics Unlimited, Inc.
    Gregory D. Wasson
    21.6% · 18,750,000 shSEC
  • ActivistAmendment 3
    Nov 3, 2026
    MSGY · Masonglory Ltd
    Fung & Tun Limited
    22.8% · 949,452 shSEC
  • ActivistNew
    Nov 3, 2026
    MSGR · MSG Rangers Corp.
    Mary S. Dolan, as a Trustee of certain trusts described herein
    13.2% · 1,493,236 shSEC
  • ActivistAmendment 14
    Nov 2, 2026
    AMG BBH Asset-Backed Credit Fund, LLC
    Brown Brothers Harriman & Co
    69.56% · 4,163,987 shSEC
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • PassiveAmendment 27
    Oct 30, 2026
    PEGA · Pegasystems Inc.
    Alan Trefler
    47.8% · 79,095,963 shSEC
  • ActivistAmendment 8
    Oct 30, 2026
    WIA · Western Asset Inflation-Linked Income Fund
    Karpus Management, Inc.
    38.82% · 9,052,797 shSEC
  • PassiveAmendment 4
    Oct 30, 2026
    HGLB · Highland Global Allocation Fund
    Raymond James & Associates
    11% · 2,580,734 shSEC
  • PassiveAmendment 12
    Oct 29, 2026
    SOBR · SOBR Safe, Inc.
    Corley Thomas John
    19.5% · 1,051,800 shSEC
  • ActivistAmendment 2
    Oct 28, 2026
    MSGY · Masonglory Ltd
    Fung & Tun Limited
    32.3% · 1,130,500 shSEC
  • ActivistAmendment 4
    Oct 27, 2026
    RRGB · Red Robin Gourmet Burgers Inc
    Pappas James C
    10.3% · 1,944,276 shSEC
  • PassiveAmendment 17
    Oct 27, 2026
    SWX · Southwest Gas Holdings Inc
    BlackRock, Inc.
    15.1% · 10,928,736 shSEC
  • PassiveAmendment 20
    Oct 27, 2026
    SCHL · Scholastic Corp
    BlackRock, Inc.
    12.8% · 2,249,991 shSEC
  • PassiveAmendment 6
    Oct 27, 2026
    EGP · Eastgroup Properties Inc
    BlackRock, Inc.
    12.4% · 6,665,545 shSEC
  • PassiveAmendment 17
    Oct 27, 2026
    ASB · Associated Banc-Corp
    BlackRock, Inc.
    11.2% · 21,086,676 shSEC
  • PassiveAmendment 12
    Oct 27, 2026
    OGS · ONE Gas, Inc.
    BlackRock, Inc.
    13.8% · 8,675,382 shSEC
  • PassiveAmendment 4
    Oct 27, 2026
    iShares Nasdaq Top 30 Stocks ETF
    BlackRock, Inc.
    13.9% · 1,165,537 shSEC
  • PassiveAmendment 19
    Oct 27, 2026
    FCFS · Firstcash Holdings, Inc
    BlackRock, Inc.
    11.4% · 4,956,777 shSEC