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.1–50 of 85
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • ActivistAmendment 28
    Oct 30, 2026
    GRBK · Green Brick Partners, Inc.
    Einhorn David
    24.4% · 10,336,493 shSEC
  • PassiveAmendment 3
    Oct 30, 2026
    CRT · Cross Timbers Royalty Trust
    SoftVest Advisors, LLC
    17% · 1,019,426 shSEC
  • ActivistAmendment 14
    Oct 30, 2026
    WRLD · World Acceptance Corporation
    Prescott General Partners LLC
    26.6% · 1,242,619 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    SHO · Sunstone Hotel Investors Inc
    Vanguard Portfolio Management
    11.33% · 21,076,792 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    DRH · DiamondRock Hospitality Co
    Vanguard Portfolio Management
    12.76% · 26,122,865 shSEC
  • ActivistAmendment 11
    Oct 29, 2026
    ULBI · Ultralife Corp
    Whitmore Bradford T
    40.3% · 6,708,835 shSEC
  • PassiveAmendment 12
    Oct 29, 2026
    SOBR · SOBR Safe, Inc.
    Corley Thomas John
    19.5% · 1,051,800 shSEC
  • ActivistAmendment 6
    Oct 28, 2026
    PLBY · Playboy, Inc.
    Gyorgy Gattyan
    12.9% · 15,109,818 shSEC
  • ActivistAmendment 10
    Oct 28, 2026
    MGM · Mgm Resorts International
    People Incorporated
    26.5% · 66,822,350 shSEC
  • ActivistAmendment 2
    Oct 28, 2026
    MSGY · Masonglory Ltd
    Fung & Tun Limited
    32.3% · 1,130,500 shSEC
  • ActivistAmendment 1
    Oct 27, 2026
    PUSA · Powerus Corp
    Michael Sinensky
    11.6% · 19,323,824 shSEC
  • ActivistAmendment 1
    Oct 27, 2026
    AIOK · AI OKTO Corp.
    Pani Corp.
    77.2% · 3,336,185 shSEC
  • PassiveAmendment 18
    Oct 27, 2026
    WKC · World Kinect Corp
    BlackRock, Inc.
    14.9% · 7,622,630 shSEC
  • PassiveAmendment 20
    Oct 27, 2026
    SCHL · Scholastic Corp
    BlackRock, Inc.
    12.8% · 2,249,991 shSEC
  • PassiveAmendment 14
    Oct 27, 2026
    MCHP · Microchip Technology Incorporated
    BlackRock, Inc.
    11.6% · 63,269,934 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    KFY · Korn Ferry
    BlackRock, Inc.
    13.8% · 7,555,358 shSEC
  • PassiveAmendment 6
    Oct 27, 2026
    AORT · Artivion, Inc.
    BlackRock, Inc.
    14.7% · 7,159,279 shSEC
  • PassiveAmendment 6
    Oct 27, 2026
    CRS · Carpenter Technology Corp
    BlackRock, Inc.
    12.3% · 6,073,435 shSEC
  • PassiveAmendment 21
    Oct 27, 2026
    FMC · Fmc Corporation
    BlackRock, Inc.
    12.4% · 19,212,962 shSEC
  • PassiveAmendment 17
    Oct 27, 2026
    ASB · Associated Banc-Corp
    BlackRock, Inc.
    11.2% · 21,086,676 shSEC
  • PassiveAmendment 7
    Oct 27, 2026
    XNCR · Xencor Inc
    BlackRock, Inc.
    14.5% · 10,816,417 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    VCTR · Victory Capital Holdings Inc
    BlackRock, Inc.
    11.3% · 6,967,697 shSEC
  • PassiveAmendment 4
    Oct 27, 2026
    SABR · Sabre Corp
    BlackRock, Inc.
    11.9% · 47,957,549 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    VSTS · Vestis Corp
    BlackRock, Inc.
    11.4% · 15,112,221 shSEC
  • PassiveAmendment 1
    Oct 27, 2026
    OMAB · Central North Airport Group
    BlackRock, Inc.
    11.6% · 39,368,213 shSEC
  • PassiveAmendment 15
    Oct 27, 2026
    HFWA · Heritage Financial Corp
    BlackRock, Inc.
    14.3% · 5,859,241 shSEC
  • PassiveAmendment 19
    Oct 27, 2026
    HOS · Hornbeck Offshore Services
    BlackRock, Inc.
    11.5% · 21,257,802 shSEC
  • PassiveAmendment 8
    Oct 27, 2026
    FCPT · Four Corners Property Trust Inc
    BlackRock, Inc.
    17.6% · 19,290,597 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    CNXC · Concentrix Corp
    BlackRock, Inc.
    12.3% · 7,508,334 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    PAC · Pacific Airport Group
    BlackRock, Inc.
    11.3% · 58,643,166 shSEC
  • PassiveAmendment 18
    Oct 27, 2026
    POOL · Pool Corp
    BlackRock, Inc.
    11.5% · 4,192,535 shSEC
  • PassiveAmendment 8
    Oct 27, 2026
    FBK · FB Financial Corp
    BlackRock, Inc.
    14.6% · 7,224,239 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    LEU · Centrus Energy Corp
    BlackRock, Inc.
    12.8% · 2,519,037 shSEC
  • PassiveAmendment 4
    Oct 27, 2026
    OSW · OneSpaWorld Holdings Limited
    BlackRock, Inc.
    14.6% · 14,841,943 shSEC
  • PassiveAmendment 6
    Oct 27, 2026
    DLHC · DLH Holdings Corp.
    Mink Brook Capital GP LLC
    19.9% · 2,882,004 shSEC
  • PassiveNew
    Oct 27, 2026
    DAIO · Data I/O Corp
    Red Oak Partners, LLC
    11.2% · 1,492,536 shSEC
  • ActivistAmendment 6
    Oct 27, 2026
    CRBG · Corebridge Financial, Inc.
    Nippon Life Insurance Company
    29.4% · 131,262,715 shSEC
  • PassiveAmendment 20
    Oct 27, 2026
    OHI · Omega Healthcare Investors Inc
    BlackRock, Inc.
    12.3% · 37,308,084 shSEC
  • PassiveAmendment 11
    Oct 27, 2026
    iShares Large Cap Accelerated Outcome ETF
    BlackRock Portfolio Management LLC
    50% · 400,000 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    BITA · iShares Bitcoin Premium Income ETF
    BlackRock Portfolio Management LLC
    13.3% · 200,000 shSEC
  • PassiveAmendment 7
    Oct 27, 2026
    Ishares Global Consumer Discretionary Etf
    BlackRock Portfolio Management LLC
    12.7% · 203,656 shSEC
  • PassiveAmendment 7
    Oct 27, 2026
    iShares Large Cap Moderate Quarterly Laddered ETF
    BlackRock Portfolio Management LLC
    21.5% · 1,065,710 shSEC
  • PassiveAmendment 10
    Oct 27, 2026
    iShares S&P 500 3% Capped ETF
    BlackRock Portfolio Management LLC
    10.3% · 98,000 shSEC
  • PassiveAmendment 4
    Oct 27, 2026
    iShares Texas Equity ETF
    BlackRock Portfolio Management LLC
    33.9% · 190,000 shSEC
  • PassiveAmendment 6
    Oct 27, 2026
    iShares S&P 500 ex S&P 100 ETF
    BlackRock Portfolio Management LLC
    52.6% · 400,000 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    iShares Environmental Infrastructure and Industrials ETF
    BlackRock Portfolio Management LLC
    33.4% · 53,500 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    iShares Breakthrough Environmental Solutions ETF
    BlackRock Portfolio Management LLC
    43.8% · 70,000 shSEC
  • PassiveAmendment 7
    Oct 27, 2026
    Ishares 0-5 Year Tips Bond Etf
    BlackRock Portfolio Management LLC
    26.6% · 43,546,459 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    FVR · FrontView REIT, Inc.
    BlackRock Portfolio Management LLC
    10.2% · 2,490,351 shSEC