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 52
- ActivistAmendment 25Nov 14, 2026Thomson Investments Limited70.34% · 304,903,283 shSEC
- PassiveAmendment 3Nov 13, 2026Apollo Management Holdings GP, LLC18.9% · 27,505,017 shSEC
- PassiveAmendment 1Nov 13, 2026Neil Chheda24% · 51,744,733 shSEC
- PassiveAmendment 5Nov 13, 2026Jean-Pierre Sommadossi11% · 9,080,450 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.17.58% · 362,114 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.12.54% · 258,255 shSEC
- PassiveAmendment 4Nov 13, 2026Karpus Management, Inc.18.37% · 227,741 shSEC
- PassiveAmendment 1Nov 13, 2026Karpus Management, Inc.19.9% · 238,845 shSEC
- PassiveAmendment 1Nov 13, 2026OMERS Administration Corporation18.7% · 36,613,907 shSEC
- ActivistAmendment 1Nov 13, 2026NYLIM MacKay Muni Income Opportunities FundNYLIM Capital LLC80.6% · 5,438,663 shSEC
- ActivistAmendment 7Nov 13, 2026Encompass Capital Advisors LLC19.99% · 73,791,697 shSEC
- PassiveAmendment 5Nov 13, 2026Invesco Real Estate Income Trust Inc.First Trust Capital Management L.P.46.65% · 1,814,270 shSEC
- PassiveAmendment 8Nov 13, 2026Cohen & Steers, Inc.12.35% · 15,039,036 shSEC
- ActivistAmendment 2Nov 13, 2026WANG Zixi77.27% · 10,625,237 shSEC
- ActivistAmendment 6Nov 12, 2026Juniper Investment Company, LLC13.4% · 5,481,846 shSEC
- PassiveAmendment 4Nov 12, 2026Dodge & Cox12.1% · 12,814,010 shSEC
- ActivistAmendment 8Nov 12, 2026RTW Investments, LP16.2% · 13,142,394 shSEC
- PassiveAmendment 9Below 5%Nov 12, 2026Kayne Anderson Rudnick Investment Management, LLC10.6% · 886,980 shSEC
- PassiveAmendment 9Nov 12, 2026Newport Trust Company, LLC37.03% · 4,391,213 shSEC
- ActivistAmendment 2Nov 11, 2026Hoge Brett Widney10.9% · 724,364 shSEC
- PassiveAmendment 8Nov 10, 2026Invesco Ltd.11.1% · 16,107,971 shSEC
- ActivistAmendment 33Nov 10, 2026Erik M. Herzfeld, et al.31.83% · 611,527 shSEC
- ActivistAmendment 40Nov 10, 2026Thomas J. Herzfeld, et al.38.16% · 733,098 shSEC
- PassiveAmendment 1Nov 10, 2026Invesco Bloomberg Enhanced Fallen Angels ETFInvesco Ltd.18.5% · 3,075,723 shSEC
- ActivistAmendment 2Nov 10, 2026Toronto Dominion Investments Llc100% · 5,877 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 2,319 shSEC
- ActivistAmendment 3Nov 10, 2026Toronto Dominion Investments, Inc.39.8% · 2,010 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 826 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 116 shSEC
- ActivistAmendment 5Nov 10, 2026Turlov Timur R64.91% · 41,405,112 shSEC
- ActivistAmendment 1Nov 10, 2026Core University Living Real Estate Income TrustCS RE Holdings, LLC19.1% · 2,625,661 shSEC
- ActivistAmendment 5Nov 9, 2026Diamondback Energy, Inc.43.1% · 145,972,177 shSEC
- ActivistAmendment 3Nov 9, 2026Thoma Bravo UGP, LLC28.3% · 50,090,643 shSEC
- ActivistAmendment 5Nov 7, 2026Anthony Pompliano20% · 15,101,020 shSEC
- PassiveAmendment 4Nov 7, 2026Morgan Stanley10.1% · 6,182,834 shSEC
- ActivistAmendment 1Nov 6, 2026Thomas F. Frist, Jr.33.8% · 70,536,810 shSEC
- PassiveAmendment 6Nov 6, 2026Eagle Point Credit Management LLC23.3% · 321,304 shSEC
- PassiveAmendment 5Nov 6, 2026Eagle Point Credit Management LLC11.7% · 143,052 shSEC
- PassiveAmendment 4Nov 6, 2026Capital Research Global Investors10% · 88,343,272 shSEC
- ActivistAmendment 7Nov 6, 2026Saba Capital Management, L.P.13.48% · 1,821,810 shSEC
- PassiveAmendment 1Nov 6, 2026Cohen & Steers, Inc.10.33% · 31,293,288 shSEC
- PassiveAmendment 5Nov 5, 2026Primecap Management Co/Ca/11.87% · 6,828,843 shSEC
- PassiveAmendment 5Nov 5, 2026FIL Limited10% · 13,352,033 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc10% · 11,941,763 shSEC
- PassiveAmendment 6Nov 5, 2026Fmr Llc11.8% · 8,993,391 shSEC
- PassiveAmendment 7Nov 5, 2026Sit Investment Associates Inc37.7% · 24,026,295 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc33.9% · 11,323,734 shSEC
- PassiveAmendment 14Nov 4, 2026BlackRock, Inc.10% · 19,373,309 shSEC
- PassiveAmendment 6Nov 4, 2026iShares iBonds 2033 Term High Yield and Income ETFBlackRock Portfolio Management LLC50% · 400,000 shSEC
- PassiveAmendment 5Nov 4, 2026iShares Nasdaq Premium Income Active ETFBlackRock Portfolio Management LLC25.1% · 200,656 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 25 | TRI | Thomson Investments Limited in Thomson Reuters Corp /Can/ | 70.34% | 304,903,283 | Nov 14, 2026 | SEC |
PassiveAmendment 3 | AERO | Apollo Management Holdings GP, LLC in Grupo Aeromexico, S.A.B. de C.V. | 18.9% | 27,505,017 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | EQPT | Neil Chheda in EquipmentShare.com Inc | 24% | 51,744,733 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | AVIR | Jean-Pierre Sommadossi in Atea Pharmaceuticals, Inc. | 11% | 9,080,450 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 17.58% | 362,114 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 12.54% | 258,255 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | EIIA | Karpus Management, Inc. in Eagle Point Institutional Income Fund | 18.37% | 227,741 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CCIF | Karpus Management, Inc. in Carlyle Credit Income Fund | 19.9% | 238,845 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | XNDU | OMERS Administration Corporation in Xanadu Quantum Technologies Limited | 18.7% | 36,613,907 | Nov 13, 2026 | SEC |
ActivistAmendment 1 | — | NYLIM Capital LLC in NYLIM MacKay Muni Income Opportunities Fund | 80.6% | 5,438,663 | Nov 13, 2026 | SEC |
ActivistAmendment 7 | TE | Encompass Capital Advisors LLC in T1 Energy Inc. | 19.99% | 73,791,697 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | — | First Trust Capital Management L.P. in Invesco Real Estate Income Trust Inc. | 46.65% | 1,814,270 | Nov 13, 2026 | SEC |
PassiveAmendment 8 | SUI | Cohen & Steers, Inc. in Sun Communities, Inc. | 12.35% | 15,039,036 | Nov 13, 2026 | SEC |
ActivistAmendment 2 | MGRT | WANG Zixi in Mega Fortune Company Limited | 77.27% | 10,625,237 | Nov 13, 2026 | SEC |
ActivistAmendment 6 | OFIX | Juniper Investment Company, LLC in Orthofix Medical Inc. | 13.4% | 5,481,846 | Nov 12, 2026 | SEC |
PassiveAmendment 4 | SBAC | Dodge & Cox in Sba Communications Corporation | 12.1% | 12,814,010 | Nov 12, 2026 | SEC |
ActivistAmendment 8 | OBIO | RTW Investments, LP in Orchestra Biomed Holdings, Inc. | 16.2% | 13,142,394 | Nov 12, 2026 | SEC |
PassiveAmendment 9Below 5% | SDHC | Kayne Anderson Rudnick Investment Management, LLC in Smith Douglas Homes Corp | 10.6% | 886,980 | Nov 12, 2026 | SEC |
PassiveAmendment 9 | DDS | Newport Trust Company, LLC in Dillard'S, Inc. | 37.03% | 4,391,213 | Nov 12, 2026 | SEC |
ActivistAmendment 2 | NWTG | Hoge Brett Widney in Newton Golf Company, Inc. | 10.9% | 724,364 | Nov 11, 2026 | SEC |
PassiveAmendment 8 | USAC | Invesco Ltd. in USA Compression Partners LP | 11.1% | 16,107,971 | Nov 10, 2026 | SEC |
ActivistAmendment 33 | HERZ | Erik M. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 31.83% | 611,527 | Nov 10, 2026 | SEC |
ActivistAmendment 40 | HERZ | Thomas J. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 38.16% | 733,098 | Nov 10, 2026 | SEC |
PassiveAmendment 1 | — | Invesco Ltd. in Invesco Bloomberg Enhanced Fallen Angels ETF | 18.5% | 3,075,723 | Nov 10, 2026 | SEC |
ActivistAmendment 2 | MYI | Toronto Dominion Investments Llc in Blackrock Muniyield Quality Fund Iii, Inc. | 100% | 5,877 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MIY | Toronto Dominion Investments, Inc. in Blackrock Muniyield Michigan Quality Fund, Inc. | 100% | 2,319 | Nov 10, 2026 | SEC |
ActivistAmendment 3 | MYN | Toronto Dominion Investments, Inc. in Blackrock Muniyield New York Quality Fund, Inc. | 39.8% | 2,010 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MPA | Toronto Dominion Investments, Inc. in Blackrock Muniyield Pennsylvania Quality Fund | 100% | 826 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | BHV | Toronto Dominion Investments, Inc. in Blackrock Virginia Municipal Bond Trust | 100% | 116 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | FRHC | Turlov Timur R in Freedom Holding Corp. | 64.91% | 41,405,112 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | — | CS RE Holdings, LLC in Core University Living Real Estate Income Trust | 19.1% | 2,625,661 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | VNOM | Diamondback Energy, Inc. in Viper Energy, Inc. | 43.1% | 145,972,177 | Nov 9, 2026 | SEC |
ActivistAmendment 3 | NABL | Thoma Bravo UGP, LLC in N-able, Inc. | 28.3% | 50,090,643 | Nov 9, 2026 | SEC |
ActivistAmendment 5 | SVIA | Anthony Pompliano in Silvia, Inc. | 20% | 15,101,020 | Nov 7, 2026 | SEC |
PassiveAmendment 4 | WIW | Morgan Stanley in Western Asset Inflation-Linked Opportunities & Income Fund | 10.1% | 6,182,834 | Nov 7, 2026 | SEC |
ActivistAmendment 1 | HCA | Thomas F. Frist, Jr. in HCA Healthcare, Inc. | 33.8% | 70,536,810 | Nov 6, 2026 | SEC |
PassiveAmendment 6 | PDCC | Eagle Point Credit Management LLC in Pearl Diver Credit Company Inc. | 23.3% | 321,304 | Nov 6, 2026 | SEC |
PassiveAmendment 5 | CCIF | Eagle Point Credit Management LLC in Carlyle Credit Income Fund | 11.7% | 143,052 | Nov 6, 2026 | SEC |
PassiveAmendment 4 | D | Capital Research Global Investors in Dominion Energy, Inc. | 10% | 88,343,272 | Nov 6, 2026 | SEC |
ActivistAmendment 7 | ECF | Saba Capital Management, L.P. in Ellsworth Growth and Income Fund Ltd. | 13.48% | 1,821,810 | Nov 6, 2026 | SEC |
PassiveAmendment 1 | OHI | Cohen & Steers, Inc. in Omega Healthcare Investors, Inc. | 10.33% | 31,293,288 | Nov 6, 2026 | SEC |
PassiveAmendment 5 | XMTR | Primecap Management Co/Ca/ in Xometry, Inc. | 11.87% | 6,828,843 | Nov 5, 2026 | SEC |
PassiveAmendment 5 | LSPD | FIL Limited in Lightspeed Commerce Inc | 10% | 13,352,033 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | NAMS | Fmr Llc in Newamsterdam Pharma Company Nv | 10% | 11,941,763 | Nov 5, 2026 | SEC |
PassiveAmendment 6 | MTSI | Fmr Llc in Macom Technology Solutions Holdings Inc | 11.8% | 8,993,391 | Nov 5, 2026 | SEC |
PassiveAmendment 7 | TSI | Sit Investment Associates Inc in TCW Strategic Income Fund, Inc. | 37.7% | 24,026,295 | Nov 5, 2026 | SEC |
PassiveAmendment 4 | FINS | Sit Investment Associates Inc in Angel Oak Financial Strategies Income Term Trust | 33.9% | 11,323,734 | Nov 5, 2026 | SEC |
PassiveAmendment 14 | BMRN | BlackRock, Inc. in Biomarin Pharmaceutical Inc | 10% | 19,373,309 | Nov 4, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares iBonds 2033 Term High Yield and Income ETF | 50% | 400,000 | Nov 4, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares Nasdaq Premium Income Active ETF | 25.1% | 200,656 | Nov 4, 2026 | SEC |