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.451–500 of 796
- PassiveNewOct 28, 2026North York Ltd9.8% · 1,838,273 shSEC
- PassiveAmendment 1Oct 28, 2026PennantPark Enhanced Income FundThomas J. Herzfeld Advisors, Inc.6.45% · 51,335 shSEC
- PassiveNewOct 28, 2026Press, Philip H6.02% · 299,271 shSEC
- PassiveAmendment 3Oct 28, 2026M3 Funds, LLC9.83% · 4,690,176 shSEC
- ActivistNewOct 28, 2026HoldCo Opportunities Fund V, L.P.5% · 3,535,282 shSEC
- ActivistAmendment 6Below 5%Oct 28, 2026Crosslink Capital, Inc.0% · 0 shSEC
- PassiveNewOct 28, 2026Squadron Master Fund LP5.1% · 1,700,000 shSEC
- PassiveAmendment 5Oct 28, 2026Drew Holdings Ltd.22.5% · 10,505,732 shSEC
- ActivistAmendment 3Oct 28, 2026Senn Nikolaus Beat13.92% · 11,986,524 shSEC
- PassiveAmendment 1Oct 28, 2026Jennison Associates LLC7.7% · 1,101,652 shSEC
- PassiveAmendment 5Oct 28, 2026Jennison Associates LLC8.8% · 3,580,467 shSEC
- ActivistAmendment 1Oct 28, 2026Sermonix Pharmaceuticals, Inc.25.1% · 3,149,470 shSEC
- PassiveNewOct 28, 2026Kanen Wealth Management LLC5.4% · 2,280,518 shSEC
- PassiveAmendment 7Oct 28, 2026Albert Rabil9.6% · 1,720,000 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/5.9% · 4,960,002 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/6% · 8,821,725 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/6.4% · 2,133,861 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/6.9% · 868,538 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/7.4% · 2,205,390 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/4.1% · 16,387,980 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/3.2% · 2,011,249 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/0% · 1,189 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/1.5% · 1,114,867 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026North Rock Capital Management, LLC0% · 0 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/3.4% · 26,889,300 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/5.1% · 1,310,789 shSEC
- PassiveAmendment 2Below 5%Oct 28, 2026Bank Of America Corp /De/3.2% · 5,219,315 shSEC
- PassiveAmendment 1Oct 28, 2026Bank Of America Corp /De/5.4% · 11,867,012 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/4.7% · 4,882,693 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/2.4% · 357,318 shSEC
- PassiveNewOct 28, 2026Franklin Templeton, Inc.5.1% · 6,844,155 shSEC
- PassiveAmendment 1Oct 28, 2026Franklin Templeton, Inc.7% · 8,993,016 shSEC
- PassiveAmendment 2Oct 28, 2026Franklin Templeton, Inc.5.7% · 2,941,842 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Franklin Templeton, Inc.0.1% · 272,000 shSEC
- PassiveAmendment 1Oct 28, 2026Franklin Templeton, Inc.7.4% · 15,516,801 shSEC
- PassiveNewOct 28, 2026Franklin Templeton, Inc.6% · 3,807,236 shSEC
- PassiveAmendment 4Oct 28, 2026Franklin Templeton, Inc.5.2% · 1,704,550 shSEC
- PassiveAmendment 1Oct 28, 2026Franklin Templeton, Inc.5.6% · 2,547,004 shSEC
- PassiveAmendment 3Below 5%Oct 28, 2026Franklin Templeton, Inc.3.5% · 638,609 shSEC
- PassiveNewBelow 5%Oct 28, 2026Franklin Templeton, Inc.5% · 6,051,982 shSEC
- PassiveAmendment 1Oct 28, 2026Franklin Templeton, Inc.7.7% · 724,138 shSEC
- PassiveNewOct 28, 2026PRIMECAP Odyssey FundsPrinciple Wealth Partners LLC37.2% · 7,171,893 shSEC
- ActivistAmendment 5Oct 28, 2026Jaime Gilinski27.9% · 18,115,791 shSEC
- ActivistAmendment 10Oct 28, 2026People Incorporated26.5% · 66,822,350 shSEC
- PassiveNewOct 28, 2026BIT Capital GmbH5.9% · 8,148,280 shSEC
- PassiveNewOct 28, 2026Deerfield Mgmt, L.P.5.25% · 3,070,000 shSEC
- ActivistAmendment 9Oct 28, 2026Saba Capital Management, L.P.7.26% · 2,054,351 shSEC
- ActivistAmendment 65Oct 28, 2026Nelson Peltz16.23% · 30,946,510 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Ophir Asset Management Pty Ltd0% · 0 shSEC
- ActivistAmendment 17Oct 28, 2026Canada Pension Plan Investment Board34.3% · 88,846,844 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveNew | NMAD | North York Ltd in NOMAD Power Solutions, Inc. | 9.8% | 1,838,273 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | — | Thomas J. Herzfeld Advisors, Inc. in PennantPark Enhanced Income Fund | 6.45% | 51,335 | Oct 28, 2026 | SEC |
PassiveNew | HSCS | Press, Philip H in HeartSciences Inc. | 6.02% | 299,271 | Oct 28, 2026 | SEC |
PassiveAmendment 3 | ASLE | M3 Funds, LLC in AerSale Corp. | 9.83% | 4,690,176 | Oct 28, 2026 | SEC |
ActivistNew | BKU | HoldCo Opportunities Fund V, L.P. in BankUnited, Inc. | 5% | 3,535,282 | Oct 28, 2026 | SEC |
ActivistAmendment 6Below 5% | WEAV | Crosslink Capital, Inc. in Weave Communications, Inc. | 0% | 0 | Oct 28, 2026 | SEC |
PassiveNew | CTNM | Squadron Master Fund LP in Contineum Therapeutics, Inc. | 5.1% | 1,700,000 | Oct 28, 2026 | SEC |
PassiveAmendment 5 | HSHP | Drew Holdings Ltd. in Himalaya Shipping Ltd. | 22.5% | 10,505,732 | Oct 28, 2026 | SEC |
ActivistAmendment 3 | RCT | Senn Nikolaus Beat in RedCloud Holdings plc | 13.92% | 11,986,524 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | PVLA | Jennison Associates LLC in Palvella Therapeutics Inc | 7.7% | 1,101,652 | Oct 28, 2026 | SEC |
PassiveAmendment 5 | HFWA | Jennison Associates LLC in Heritage Financial Corp | 8.8% | 3,580,467 | Oct 28, 2026 | SEC |
ActivistAmendment 1 | LONA | Sermonix Pharmaceuticals, Inc. in LeonaBio, Inc. | 25.1% | 3,149,470 | Oct 28, 2026 | SEC |
PassiveNew | APYX | Kanen Wealth Management LLC in Apyx Medical Corp | 5.4% | 2,280,518 | Oct 28, 2026 | SEC |
PassiveAmendment 7 | TBCH | Albert Rabil in Turtle Beach Corporation | 9.6% | 1,720,000 | Oct 28, 2026 | SEC |
PassiveNew | CDZI | Bank Of America Corp /De/ in Cadiz Inc | 5.9% | 4,960,002 | Oct 28, 2026 | SEC |
PassiveNew | TDAY | Bank Of America Corp /De/ in USA TODAY Co., Inc. | 6% | 8,821,725 | Oct 28, 2026 | SEC |
PassiveNew | JSPR | Bank Of America Corp /De/ in Jasper Therapeutics, Inc. | 6.4% | 2,133,861 | Oct 28, 2026 | SEC |
PassiveNew | DIN | Bank Of America Corp /De/ in Dine Brands Global, Inc. | 6.9% | 868,538 | Oct 28, 2026 | SEC |
PassiveNew | QTTB | Bank Of America Corp /De/ in Q32 Bio Inc. | 7.4% | 2,205,390 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | IREN | Bank Of America Corp /De/ in IREN Ltd | 4.1% | 16,387,980 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | CWH | Bank Of America Corp /De/ in Camping World Holdings, Inc. | 3.2% | 2,011,249 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | RACC | Bank Of America Corp /De/ in Research Alliance Corp III | 0% | 1,189 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | FULC | Bank Of America Corp /De/ in Fulcrum Therapeutics, Inc. | 1.5% | 1,114,867 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | ONEN | North Rock Capital Management, LLC in Hennessy Capital Investment Corp. VII | 0% | 0 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | MREO | Bank Of America Corp /De/ in Mereo BioPharma Group plc | 3.4% | 26,889,300 | Oct 28, 2026 | SEC |
PassiveNew | LLYVA | Bank Of America Corp /De/ in Liberty Live Holdings, Inc. | 5.1% | 1,310,789 | Oct 28, 2026 | SEC |
PassiveAmendment 2Below 5% | IRWD | Bank Of America Corp /De/ in Ironwood Pharmaceuticals Inc | 3.2% | 5,219,315 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | CTMX | Bank Of America Corp /De/ in CytomX Therapeutics, Inc. | 5.4% | 11,867,012 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | FSP | Bank Of America Corp /De/ in Franklin Street Properties Corp /Ma/ | 4.7% | 4,882,693 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | INBX | Bank Of America Corp /De/ in Inhibrx Biosciences, Inc. | 2.4% | 357,318 | Oct 28, 2026 | SEC |
PassiveNew | VNT | Franklin Templeton, Inc. in Vontier Corp | 5.1% | 6,844,155 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | WTTR | Franklin Templeton, Inc. in Select Water Solutions, Inc. | 7% | 8,993,016 | Oct 28, 2026 | SEC |
PassiveAmendment 2 | RYZ | Franklin Templeton, Inc. in Ryerson Holding Corporation | 5.7% | 2,941,842 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | RNW | Franklin Templeton, Inc. in Renew Energy Global Plc | 0.1% | 272,000 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | NRG | Franklin Templeton, Inc. in NRG Energy, Inc. | 7.4% | 15,516,801 | Oct 28, 2026 | SEC |
PassiveNew | JBIO | Franklin Templeton, Inc. in Jade Biosciences, Inc. | 6% | 3,807,236 | Oct 28, 2026 | SEC |
PassiveAmendment 4 | CTNM | Franklin Templeton, Inc. in Contineum Therapeutics, Inc. | 5.2% | 1,704,550 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | ASH | Franklin Templeton, Inc. in Ashland Inc. | 5.6% | 2,547,004 | Oct 28, 2026 | SEC |
PassiveAmendment 3Below 5% | ANDG | Franklin Templeton, Inc. in Andersen Group Inc. | 3.5% | 638,609 | Oct 28, 2026 | SEC |
PassiveNewBelow 5% | ALB | Franklin Templeton, Inc. in Albemarle Corporation | 5% | 6,051,982 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | ACET | Franklin Templeton, Inc. in Adicet Bio, Inc. | 7.7% | 724,138 | Oct 28, 2026 | SEC |
PassiveNew | — | Principle Wealth Partners LLC in PRIMECAP Odyssey Funds | 37.2% | 7,171,893 | Oct 28, 2026 | SEC |
ActivistAmendment 5 | GPRK | Jaime Gilinski in GeoPark Limited | 27.9% | 18,115,791 | Oct 28, 2026 | SEC |
ActivistAmendment 10 | MGM | People Incorporated in Mgm Resorts International | 26.5% | 66,822,350 | Oct 28, 2026 | SEC |
PassiveNew | CMPS | BIT Capital GmbH in COMPASS Pathways plc | 5.9% | 8,148,280 | Oct 28, 2026 | SEC |
PassiveNew | CLYM | Deerfield Mgmt, L.P. in Climb Bio, Inc. | 5.25% | 3,070,000 | Oct 28, 2026 | SEC |
ActivistAmendment 9 | PEO | Saba Capital Management, L.P. in Adams Natural Resources Fund, Inc. | 7.26% | 2,054,351 | Oct 28, 2026 | SEC |
ActivistAmendment 65 | WEN | Nelson Peltz in The Wendy's Company | 16.23% | 30,946,510 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | CDNL | Ophir Asset Management Pty Ltd in Cardinal Infrastructure Group Inc. | 0% | 0 | Oct 28, 2026 | SEC |
ActivistAmendment 17 | RNW | Canada Pension Plan Investment Board in ReNew Energy Global plc | 34.3% | 88,846,844 | Oct 28, 2026 | SEC |