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 68
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • PassiveAmendment 1Below 5%
    Nov 2, 2026
    YJ · Yunji Inc.
    TB Alternative Assets Ltd
    4.23% · 83,353,200 shSEC
  • PassiveNew
    Oct 30, 2026
    ZM · Zoom Communications Inc
    Vanguard Portfolio Management
    5.08% · 13,386,140 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    PZZA · Papa John's International Inc
    Vanguard Portfolio Management
    3.49% · 1,152,239 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    NHI · National Health Investors Inc
    Vanguard Portfolio Management
    9.78% · 4,804,502 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    EYE · National Vision Holdings Inc
    Vanguard Portfolio Management
    6.08% · 4,809,407 shSEC
  • PassiveAmendment 3
    Oct 30, 2026
    PPIH · Perma-Pipe International Holdings, Inc.
    Raymond James & Associates
    7% · 605,807 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    AUR · Aurora Innovation Inc
    Vanguard Portfolio Management
    4.43% · 75,716,662 shSEC
  • PassiveAmendment 4
    Oct 30, 2026
    HGLB · Highland Global Allocation Fund
    Raymond James & Associates
    11% · 2,580,734 shSEC
  • PassiveNew
    Oct 30, 2026
    QSR · Restaurant Brands International Inc
    Vanguard Capital Management
    5% · 17,447,567 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    NPKI · NPK International Inc
    Vanguard Capital Management
    4.97% · 4,226,179 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    MATW · Matthews International Corp
    Vanguard Capital Management
    4.89% · 1,527,511 shSEC
  • PassiveNew
    Oct 30, 2026
    EYE · National Vision Holdings Inc
    Vanguard Capital Management
    5.04% · 3,989,101 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    MAMA · Mama's Creations Inc
    Vanguard Capital Management
    4.66% · 2,197,622 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    FNF · Fidelity National Financial Inc
    Vanguard Capital Management
    4.82% · 12,948,559 shSEC
  • PassiveNew
    Oct 30, 2026
    FMNB · Farmers National Banc Corp
    Vanguard Capital Management
    5% · 2,962,409 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    CAC · Camden National Corp
    Vanguard Capital Management
    4.96% · 839,332 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    CHTR · Charter Communications Inc
    Vanguard Capital Management
    7.31% · 8,372,081 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    DGII · Digi International Inc
    Vanguard Capital Management
    4.99% · 1,895,514 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    WINA · Winmark Corporation
    First Trust Portfolios L.P.
    0.06% · 2,041 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    NHC · National HealthCare Corporation
    First Trust Portfolios L.P.
    4.56% · 713,812 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    FNB · F.N.B. Corporation
    First Trust Portfolios L.P.
    3.02% · 10,657,190 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    VanEck IG Floating Rate ETF
    First Trust Portfolios L.P.
    4.37% · 5,846,311 shSEC
  • PassiveNew
    Oct 30, 2026
    BANL · CBL International Ltd
    Turcom International Limited
    18.9% · 300,000 shSEC
  • PassiveNew
    Oct 30, 2026
    BANL · CBL International Limited
    Berjaya Shipping Limited
    18.9% · 300,000 shSEC
  • PassiveNew
    Oct 29, 2026
    LTGO · Latigo Biotherapeutics, Inc.
    Dr. Beth C. Seidenberg
    19.9% · 13,199,669 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    AAC · Ares Acquisition Corporation III
    Millennium Management LLC
    3.9% · 1,555,000 shSEC
  • PassiveAmendment 8
    Oct 29, 2026
    ARDC · Ares Dynamic Credit Allocation Fund
    Wells Fargo & Company
    7.8% · 1,794,173 shSEC
  • PassiveAmendment 1
    Oct 29, 2026
    NHP · National Healthcare Properties, Inc.
    Principal Real Estate Investors Llc
    6.9% · 3,042,012 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    ARDC · Ares Dynamic Credit Allocation Fund, Inc.
    Principal Life Insurance Co
    4% · 160,000 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    UCL · uCloudlink Group Inc.
    China International Capital Corporation Limited
    0% · 0 shSEC
  • PassiveAmendment 3
    Oct 28, 2026
    CREX · Creative Realities, Inc.
    Mink Brook Capital GP LLC
    8.6% · 1,168,589 shSEC
  • PassiveAmendment 7
    Oct 28, 2026
    TBCH · Turtle Beach Corporation
    Albert Rabil
    9.6% · 1,720,000 shSEC
  • PassiveNewBelow 5%
    Oct 28, 2026
    China Liberal Education Holdings Ltd
    Hu Sigang
    3.6% · 121,853 shSEC
  • PassiveAmendment 2
    Oct 28, 2026
    RYZ · Ryerson Holding Corporation
    Franklin Templeton, Inc.
    5.7% · 2,941,842 shSEC
  • PassiveNewBelow 5%
    Oct 28, 2026
    ALB · Albemarle Corporation
    Franklin Templeton, Inc.
    5% · 6,051,982 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    RPM · Rpm International Inc
    BlackRock, Inc.
    9.2% · 11,699,623 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    FLG · Flagstar Bank, National Association
    BlackRock, Inc.
    9.2% · 38,244,089 shSEC
  • PassiveAmendment 16
    Oct 27, 2026
    THFF · First Financial Corporation
    BlackRock, Inc.
    6.3% · 998,536 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    DJCO · Daily Journal Corporation
    BlackRock, Inc.
    8.1% · 111,554 shSEC
  • PassiveAmendment 9
    Oct 27, 2026
    BE · Bloom Energy Corporation
    BlackRock, Inc.
    7.5% · 22,229,157 shSEC
  • PassiveAmendment 17
    Oct 27, 2026
    AVY · Avery Dennison Corporation
    BlackRock, Inc.
    6.5% · 4,926,842 shSEC
  • PassiveAmendment 21
    Oct 27, 2026
    FMC · Fmc Corporation
    BlackRock, Inc.
    12.4% · 19,212,962 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    EAT · Brinker International Inc
    BlackRock, Inc.
    12.6% · 5,294,768 shSEC
  • PassiveAmendment 14Below 5%
    Oct 27, 2026
    WRB · W. R. Berkley Corporation
    BlackRock, Inc.
    4.6% · 17,215,830 shSEC
  • PassiveAmendment 21
    Oct 27, 2026
    TWI · Titan International Inc
    BlackRock, Inc.
    6.5% · 4,194,970 shSEC
  • PassiveAmendment 1
    Oct 27, 2026
    CHTR · Charter Communications, Inc.
    BlackRock, Inc.
    7.4% · 8,462,921 shSEC
  • PassiveAmendment 1
    Oct 27, 2026
    MIAX · Miami International Holdings Inc
    BlackRock, Inc.
    6.2% · 6,124,616 shSEC
  • PassiveNew
    Oct 27, 2026
    Ishares Systematic Bond Etf
    BlackRock, Inc.
    8.4% · 1,282,676 shSEC
  • PassiveAmendment 1Below 5%
    Oct 27, 2026
    Ishares Core International Aggregate Bond Etf
    BlackRock, Inc.
    4.9% · 11,697,247 shSEC