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Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing
NewAmendmentsAll
Stake type
ActivistPassive
Min % owned
≥10%≥20%
Clear all
Amendments only.51–58 of 58
  • PassiveAmendment 4
    Nov 5, 2026
    ELAN · Elanco Animal Health Inc
    Fmr Llc
    13.3% · 66,242,260 shSEC
  • PassiveAmendment 7
    Nov 5, 2026
    TSI · TCW Strategic Income Fund, Inc.
    Sit Investment Associates Inc
    37.7% · 24,026,295 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    JHI · John Hancock Investors Trust
    Sit Investment Associates Inc
    10.2% · 889,068 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    FINS · Angel Oak Financial Strategies Income Term Trust
    Sit Investment Associates Inc
    33.9% · 11,323,734 shSEC
  • PassiveAmendment 6
    Nov 4, 2026
    iShares iBonds 2033 Term High Yield and Income ETF
    BlackRock Portfolio Management LLC
    50% · 400,000 shSEC
  • PassiveAmendment 5
    Nov 4, 2026
    iShares Nasdaq Premium Income Active ETF
    BlackRock Portfolio Management LLC
    25.1% · 200,656 shSEC
  • ActivistAmendment 4
    Nov 4, 2026
    Clarion Partners Real Estate Income Fund Inc.
    Franklin Templeton, Inc.
    48.2% · 93,329 shSEC
  • PassiveAmendment 3
    Nov 4, 2026
    John Hancock GA Senior Loan Trust
    Manulife International Limited
    9% · 7,828,201 shSEC