Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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Amendments only.1–50 of 73
- ActivistAmendment 14Nov 2, 2026AMG BBH Asset-Backed Credit Fund, LLCBrown Brothers Harriman & Co69.56% · 4,163,987 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
- ActivistAmendment 3Oct 31, 2026Glenbrook Capital Management40.51% · 2,196,973 shSEC
- ActivistAmendment 7Oct 31, 2026White Mountains Insurance Group, Ltd.35.1% · 17,856,614 shSEC
- ActivistAmendment 14Oct 30, 2026Prescott General Partners LLC26.6% · 1,242,619 shSEC
- PassiveAmendment 27Oct 30, 2026Alan Trefler47.8% · 79,095,963 shSEC
- ActivistAmendment 6Oct 30, 2026The Prudential Insurance Company of America61.2% · 7,784,052 shSEC
- ActivistAmendment 8Oct 30, 2026Karpus Management, Inc.38.82% · 9,052,797 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management11.33% · 21,076,792 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management12.76% · 26,122,865 shSEC
- PassiveAmendment 4Oct 30, 2026Raymond James & Associates11% · 2,580,734 shSEC
- ActivistAmendment 19Oct 29, 2026Murchinson Ltd.10.1% · 20,416,500 shSEC
- ActivistAmendment 3Oct 29, 2026First Eagle Private Credit FundFirst Eagle Investment Management, LLC64.7% · 8,307,057 shSEC
- ActivistAmendment 6Oct 28, 2026Gyorgy Gattyan12.9% · 15,109,818 shSEC
- ActivistAmendment 3Oct 28, 2026Byland Christina Elisabeth68.81% · 59,146,907 shSEC
- ActivistAmendment 65Oct 28, 2026Nelson Peltz16.23% · 30,946,510 shSEC
- ActivistAmendment 17Oct 28, 2026Canada Pension Plan Investment Board34.3% · 88,846,844 shSEC
- ActivistAmendment 12Oct 28, 2026Sumant Sinha19.75% · 60,540,417 shSEC
- PassiveAmendment 7Oct 28, 2026Lam Lai Ming12.3% · 273,838 shSEC
- ActivistAmendment 1Oct 27, 2026Pani Corp.77.2% · 3,336,185 shSEC
- PassiveAmendment 19Oct 27, 2026BlackRock, Inc.13% · 23,222,201 shSEC
- PassiveAmendment 13Oct 27, 2026BlackRock, Inc.14.6% · 42,110,493 shSEC
- PassiveAmendment 17Oct 27, 2026BlackRock, Inc.11.2% · 21,086,676 shSEC
- PassiveAmendment 2Oct 27, 2026BlackRock, Inc.12.7% · 7,310,716 shSEC
- PassiveAmendment 4Oct 27, 2026BlackRock, Inc.13% · 15,997,275 shSEC
- PassiveAmendment 15Oct 27, 2026BlackRock, Inc.14.3% · 5,859,241 shSEC
- PassiveAmendment 8Oct 27, 2026BlackRock, Inc.14.6% · 7,224,239 shSEC
- PassiveAmendment 1Oct 27, 2026BlackRock, Inc.10% · 46,798,582 shSEC
- ActivistAmendment 6Oct 27, 2026Nippon Life Insurance Company29.4% · 131,262,715 shSEC
- ActivistAmendment 7Oct 27, 2026Andrew Regan22.1% · 2,064,698 shSEC
- ActivistAmendment 4Oct 27, 2026Conifer Management, L.L.C.16.9% · 2,012,290 shSEC
- PassiveAmendment 11Oct 27, 2026iShares Large Cap Accelerated Outcome ETFBlackRock Portfolio Management LLC50% · 400,000 shSEC
- PassiveAmendment 2Oct 27, 2026BlackRock Portfolio Management LLC13.3% · 200,000 shSEC
- PassiveAmendment 7Oct 27, 2026Ishares Global Consumer Discretionary EtfBlackRock Portfolio Management LLC12.7% · 203,656 shSEC
- PassiveAmendment 7Oct 27, 2026iShares Large Cap Moderate Quarterly Laddered ETFBlackRock Portfolio Management LLC21.5% · 1,065,710 shSEC
- PassiveAmendment 10Oct 27, 2026iShares S&P 500 3% Capped ETFBlackRock Portfolio Management LLC10.3% · 98,000 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Texas Equity ETFBlackRock Portfolio Management LLC33.9% · 190,000 shSEC
- PassiveAmendment 6Oct 27, 2026iShares S&P 500 ex S&P 100 ETFBlackRock Portfolio Management LLC52.6% · 400,000 shSEC
- PassiveAmendment 3Oct 27, 2026iShares Environmental Infrastructure and Industrials ETFBlackRock Portfolio Management LLC33.4% · 53,500 shSEC
- PassiveAmendment 3Oct 27, 2026iShares Breakthrough Environmental Solutions ETFBlackRock Portfolio Management LLC43.8% · 70,000 shSEC
- PassiveAmendment 7Oct 27, 2026Ishares 0-5 Year Tips Bond EtfBlackRock Portfolio Management LLC26.6% · 43,546,459 shSEC
- PassiveAmendment 2Oct 27, 2026BlackRock Portfolio Management LLC10.2% · 2,490,351 shSEC
- PassiveAmendment 10Oct 27, 2026iShares Prime Money Market ETFBlackRock Portfolio Management LLC13.4% · 1,000,000 shSEC
- PassiveAmendment 1Oct 27, 2026iShares Large Cap 10% Target Buffer Dec ETFBlackRock Portfolio Management LLC15.6% · 400,000 shSEC
- PassiveAmendment 5Oct 27, 2026iShares iBonds 2033 Term High Yield and Income ETFBlackRock Portfolio Management LLC57.1% · 400,000 shSEC
- PassiveAmendment 7Oct 27, 2026Ishares Msci United Kingdom EtfBlackRock Portfolio Management LLC24.4% · 19,258,589 shSEC
- PassiveAmendment 5Oct 27, 2026iShares Core MSCI Total International Stock ETFBlackRock Portfolio Management LLC43.5% · 269,157,278 shSEC
- PassiveAmendment 8Oct 27, 2026Ishares Strategic Metals EtfBlackRock Portfolio Management LLC16.7% · 184,051 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Technology Opportunities Active ETFBlackRock Portfolio Management LLC37% · 400,000 shSEC
- PassiveAmendment 9Oct 27, 2026iShares Government Money Market ETFBlackRock Portfolio Management LLC13.1% · 250,000 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 14 | — | Brown Brothers Harriman & Co in AMG BBH Asset-Backed Credit Fund, LLC | 69.56% | 4,163,987 | Nov 2, 2026 | SEC |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |
ActivistAmendment 3 | SNES | Glenbrook Capital Management in SenesTech, Inc. | 40.51% | 2,196,973 | Oct 31, 2026 | SEC |
ActivistAmendment 7 | MAX | White Mountains Insurance Group, Ltd. in MediaAlpha, Inc. | 35.1% | 17,856,614 | Oct 31, 2026 | SEC |
ActivistAmendment 14 | WRLD | Prescott General Partners LLC in World Acceptance Corporation | 26.6% | 1,242,619 | Oct 30, 2026 | SEC |
PassiveAmendment 27 | PEGA | Alan Trefler in Pegasystems Inc. | 47.8% | 79,095,963 | Oct 30, 2026 | SEC |
ActivistAmendment 6 | PGIM | The Prudential Insurance Company of America in PGIM Private Credit Fund | 61.2% | 7,784,052 | Oct 30, 2026 | SEC |
ActivistAmendment 8 | WIA | Karpus Management, Inc. in Western Asset Inflation-Linked Income Fund | 38.82% | 9,052,797 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | SHO | Vanguard Portfolio Management in Sunstone Hotel Investors Inc | 11.33% | 21,076,792 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | DRH | Vanguard Portfolio Management in DiamondRock Hospitality Co | 12.76% | 26,122,865 | Oct 30, 2026 | SEC |
PassiveAmendment 4 | HGLB | Raymond James & Associates in Highland Global Allocation Fund | 11% | 2,580,734 | Oct 30, 2026 | SEC |
ActivistAmendment 19 | NNDM | Murchinson Ltd. in Nano Dimension Ltd. | 10.1% | 20,416,500 | Oct 29, 2026 | SEC |
ActivistAmendment 3 | — | First Eagle Investment Management, LLC in First Eagle Private Credit Fund | 64.7% | 8,307,057 | Oct 29, 2026 | SEC |
ActivistAmendment 6 | PLBY | Gyorgy Gattyan in Playboy, Inc. | 12.9% | 15,109,818 | Oct 28, 2026 | SEC |
ActivistAmendment 3 | RCT | Byland Christina Elisabeth in RedCloud Holdings plc | 68.81% | 59,146,907 | Oct 28, 2026 | SEC |
ActivistAmendment 65 | WEN | Nelson Peltz in The Wendy's Company | 16.23% | 30,946,510 | 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 |
ActivistAmendment 12 | RNW | Sumant Sinha in ReNew Energy Global plc | 19.75% | 60,540,417 | Oct 28, 2026 | SEC |
PassiveAmendment 7 | STG | Lam Lai Ming in Sunlands Technology Group | 12.3% | 273,838 | Oct 28, 2026 | SEC |
ActivistAmendment 1 | AIOK | Pani Corp. in AI OKTO Corp. | 77.2% | 3,336,185 | Oct 27, 2026 | SEC |
PassiveAmendment 19 | CALY | BlackRock, Inc. in Callaway Golf Company | 13% | 23,222,201 | Oct 27, 2026 | SEC |
PassiveAmendment 13 | GT | BlackRock, Inc. in The Goodyear Tire And Rubber Company | 14.6% | 42,110,493 | Oct 27, 2026 | SEC |
PassiveAmendment 17 | ASB | BlackRock, Inc. in Associated Banc-Corp | 11.2% | 21,086,676 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | COCO | BlackRock, Inc. in The Vita Coco Company Inc | 12.7% | 7,310,716 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | OPLN | BlackRock, Inc. in OPENLANE, Inc. | 13% | 15,997,275 | Oct 27, 2026 | SEC |
PassiveAmendment 15 | HFWA | BlackRock, Inc. in Heritage Financial Corp | 14.3% | 5,859,241 | Oct 27, 2026 | SEC |
PassiveAmendment 8 | FBK | BlackRock, Inc. in FB Financial Corp | 14.6% | 7,224,239 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | SHG | BlackRock, Inc. in Shinhan Financial Group Co Ltd | 10% | 46,798,582 | Oct 27, 2026 | SEC |
ActivistAmendment 6 | CRBG | Nippon Life Insurance Company in Corebridge Financial, Inc. | 29.4% | 131,262,715 | Oct 27, 2026 | SEC |
ActivistAmendment 7 | CDT | Andrew Regan in CDT Equity Inc. | 22.1% | 2,064,698 | Oct 27, 2026 | SEC |
ActivistAmendment 4 | GPI | Conifer Management, L.L.C. in Group 1 Automotive, Inc. | 16.9% | 2,012,290 | Oct 27, 2026 | SEC |
PassiveAmendment 11 | — | BlackRock Portfolio Management LLC in iShares Large Cap Accelerated Outcome ETF | 50% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | BITA | BlackRock Portfolio Management LLC in iShares Bitcoin Premium Income ETF | 13.3% | 200,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in Ishares Global Consumer Discretionary Etf | 12.7% | 203,656 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in iShares Large Cap Moderate Quarterly Laddered ETF | 21.5% | 1,065,710 | Oct 27, 2026 | SEC |
PassiveAmendment 10 | — | BlackRock Portfolio Management LLC in iShares S&P 500 3% Capped ETF | 10.3% | 98,000 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Texas Equity ETF | 33.9% | 190,000 | Oct 27, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares S&P 500 ex S&P 100 ETF | 52.6% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 3 | — | BlackRock Portfolio Management LLC in iShares Environmental Infrastructure and Industrials ETF | 33.4% | 53,500 | Oct 27, 2026 | SEC |
PassiveAmendment 3 | — | BlackRock Portfolio Management LLC in iShares Breakthrough Environmental Solutions ETF | 43.8% | 70,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in Ishares 0-5 Year Tips Bond Etf | 26.6% | 43,546,459 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | FVR | BlackRock Portfolio Management LLC in FrontView REIT, Inc. | 10.2% | 2,490,351 | Oct 27, 2026 | SEC |
PassiveAmendment 10 | — | BlackRock Portfolio Management LLC in iShares Prime Money Market ETF | 13.4% | 1,000,000 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | — | BlackRock Portfolio Management LLC in iShares Large Cap 10% Target Buffer Dec ETF | 15.6% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares iBonds 2033 Term High Yield and Income ETF | 57.1% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in Ishares Msci United Kingdom Etf | 24.4% | 19,258,589 | Oct 27, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares Core MSCI Total International Stock ETF | 43.5% | 269,157,278 | Oct 27, 2026 | SEC |
PassiveAmendment 8 | — | BlackRock Portfolio Management LLC in Ishares Strategic Metals Etf | 16.7% | 184,051 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Technology Opportunities Active ETF | 37% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 9 | — | BlackRock Portfolio Management LLC in iShares Government Money Market ETF | 13.1% | 250,000 | Oct 27, 2026 | SEC |