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.51–100 of 132
- PassiveAmendment 1Below 5%Nov 13, 2026AQR Capital Management, LLC1.83% · 343,061 shSEC
- PassiveAmendment 12Below 5%Nov 13, 2026Cohen & Steers, Inc.4.64% · 27,412,120 shSEC
- PassiveAmendment 2Nov 13, 2026Cohen & Steers, Inc.9.9% · 30,006,489 shSEC
- ActivistAmendment 6Nov 12, 2026Juniper Investment Company, LLC13.4% · 5,481,846 shSEC
- PassiveAmendment 13Nov 12, 2026Rosalind Advisors, Inc.9.9% · 7,681,144 shSEC
- PassiveAmendment 3Below 5%Nov 12, 2026Dodge & Cox2.2% · 3,630,832 shSEC
- PassiveAmendment 4Below 5%Nov 12, 2026Dodge & Cox0% · 2,500 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 5Nov 12, 2026Schuck Henry9.4% · 27,451,689 shSEC
- PassiveAmendment 3Below 5%Nov 12, 2026Renaissance Technologies LLC4.66% · 6,696,210 shSEC
- PassiveAmendment 1Nov 12, 2026Hingham Institution for SavingsDoma Perpetual Capital Management LLC5.45% · 120,146 shSEC
- PassiveAmendment 1Below 5%Nov 12, 2026AQR Capital Management, LLC1.39% · 1,476,788 shSEC
- PassiveAmendment 1Below 5%Nov 12, 2026Ayrton Capital LLC4.29% · 76,975 shSEC
- PassiveAmendment 20Nov 12, 2026Loomis, Sayles & Co., L.P.6.5% · 7,803,457 shSEC
- ActivistAmendment 3Nov 12, 2026YS Management Company Limited6.67% · 4,826,333 shSEC
- PassiveAmendment 9Nov 12, 2026Newport Trust Company, LLC37.03% · 4,391,213 shSEC
- PassiveAmendment 7Below 5%Nov 12, 2026Newport Trust Company, LLC4.88% · 13,206,657 shSEC
- ActivistAmendment 2Nov 11, 2026Hoge Brett Widney10.9% · 724,364 shSEC
- ActivistAmendment 8Below 5%Nov 11, 2026Steel Partners Holdings L.P.4% · 817,187 shSEC
- PassiveAmendment 2Below 5%Nov 10, 2026Michel Combes1.13% · 1,143,333 shSEC
- PassiveAmendment 2Below 5%Nov 10, 2026Mitchell P. Kopin3.3% · 62,063 shSEC
- PassiveAmendment 1Nov 10, 2026Invesco Ltd.7.8% · 11,873,607 shSEC
- PassiveAmendment 8Nov 10, 2026Invesco Ltd.11.1% · 16,107,971 shSEC
- PassiveAmendment 5Below 5%Nov 10, 2026Invesco Ltd.0% · 30,562 shSEC
- ActivistAmendment 2Nov 10, 2026RA Capital Management, L.P.8.5% · 3,494,638 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
- PassiveAmendment 4Nov 10, 2026Thomas A. Satterfield, Jr.9.9% · 1,539,134 shSEC
- PassiveAmendment 4Nov 10, 2026Thomas A. Satterfield, Jr.8.8% · 616,565 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Thomas A. Satterfield, Jr.4.8% · 33,470 shSEC
- PassiveAmendment 3Nov 10, 2026Thomas A. Satterfield, Jr.9.9% · 5,434,150 shSEC
- PassiveAmendment 3Nov 10, 2026Stone Point Credit Income FundCalifornia State Teachers Retirement System9.1% · 1,677,300 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
- PassiveAmendment 3Nov 6, 2026Morgan Stanley9.9% · 6,101,066 shSEC
- ActivistAmendment 1Nov 6, 2026Thomas F. Frist, Jr.33.8% · 70,536,810 shSEC
- ActivistAmendment 6Below 5%Nov 6, 20261953 Private Family Trust Company LLC, not individually, but solely as trustee of the trusts listed on Appendix A-2.3.6% · 1,546,641 shSEC
- PassiveAmendment 3Below 5%Nov 6, 2026Jane Street Group, Llc3.4% · 22,895,125 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 1Below 5% | OM | AQR Capital Management, LLC in Outset Medical, Inc. | 1.83% | 343,061 | Nov 13, 2026 | SEC |
PassiveAmendment 12Below 5% | INVH | Cohen & Steers, Inc. in Invitation Homes, Inc. | 4.64% | 27,412,120 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | OHI | Cohen & Steers, Inc. in Omega Healthcare Investors, Inc. | 9.9% | 30,006,489 | 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 13 | MYO | Rosalind Advisors, Inc. in Myomo, Inc. | 9.9% | 7,681,144 | Nov 12, 2026 | SEC |
PassiveAmendment 3Below 5% | TIGO | Dodge & Cox in Millicom International Cellular S.A. | 2.2% | 3,630,832 | Nov 12, 2026 | SEC |
PassiveAmendment 4Below 5% | SUI | Dodge & Cox in Sun Communities, Inc | 0% | 2,500 | 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 5 | GTM | Schuck Henry in ZoomInfo Technologies Inc. | 9.4% | 27,451,689 | Nov 12, 2026 | SEC |
PassiveAmendment 3Below 5% | MOMO | Renaissance Technologies LLC in Hello Group Inc. | 4.66% | 6,696,210 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | — | Doma Perpetual Capital Management LLC in Hingham Institution for Savings | 5.45% | 120,146 | Nov 12, 2026 | SEC |
PassiveAmendment 1Below 5% | IRDM | AQR Capital Management, LLC in Iridium Communications Inc. | 1.39% | 1,476,788 | Nov 12, 2026 | SEC |
PassiveAmendment 1Below 5% | PWCM | Ayrton Capital LLC in Powercompute, Inc. | 4.29% | 76,975 | Nov 12, 2026 | SEC |
PassiveAmendment 20 | SEIC | Loomis, Sayles & Co., L.P. in SEI Investments Co | 6.5% | 7,803,457 | Nov 12, 2026 | SEC |
ActivistAmendment 3 | AIFU | YS Management Company Limited in AIFU Inc. | 6.67% | 4,826,333 | Nov 12, 2026 | SEC |
PassiveAmendment 9 | DDS | Newport Trust Company, LLC in Dillard'S, Inc. | 37.03% | 4,391,213 | Nov 12, 2026 | SEC |
PassiveAmendment 7Below 5% | GD | Newport Trust Company, LLC in General Dynamics Corp | 4.88% | 13,206,657 | Nov 12, 2026 | SEC |
ActivistAmendment 2 | NWTG | Hoge Brett Widney in Newton Golf Company, Inc. | 10.9% | 724,364 | Nov 11, 2026 | SEC |
ActivistAmendment 8Below 5% | BOOM | Steel Partners Holdings L.P. in DMC Global Inc. | 4% | 817,187 | Nov 11, 2026 | SEC |
PassiveAmendment 2Below 5% | MRLN | Michel Combes in Merlin, Inc. | 1.13% | 1,143,333 | Nov 10, 2026 | SEC |
PassiveAmendment 2Below 5% | PWCM | Mitchell P. Kopin in Powercompute, Inc. | 3.3% | 62,063 | Nov 10, 2026 | SEC |
PassiveAmendment 1 | WT | Invesco Ltd. in WisdomTree Inc | 7.8% | 11,873,607 | Nov 10, 2026 | SEC |
PassiveAmendment 8 | USAC | Invesco Ltd. in USA Compression Partners LP | 11.1% | 16,107,971 | Nov 10, 2026 | SEC |
PassiveAmendment 5Below 5% | PHAT | Invesco Ltd. in Phathom Pharmaceuticals Inc | 0% | 30,562 | Nov 10, 2026 | SEC |
ActivistAmendment 2 | EVMN | RA Capital Management, L.P. in Evommune, Inc. | 8.5% | 3,494,638 | 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 |
PassiveAmendment 4 | BCDA | Thomas A. Satterfield, Jr. in BioCardia, Inc. | 9.9% | 1,539,134 | Nov 10, 2026 | SEC |
PassiveAmendment 4 | CRIS | Thomas A. Satterfield, Jr. in Curis, Inc. | 8.8% | 616,565 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | NVNO | Thomas A. Satterfield, Jr. in enVVeno Medical Corporation | 4.8% | 33,470 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | OSTX | Thomas A. Satterfield, Jr. in OS Therapies Incorporated | 9.9% | 5,434,150 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | — | California State Teachers Retirement System in Stone Point Credit Income Fund | 9.1% | 1,677,300 | 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 |
PassiveAmendment 3 | WIW | Morgan Stanley in Western Asset Inflation-Linked Opportunities & Income Fund | 9.9% | 6,101,066 | Nov 6, 2026 | SEC |
ActivistAmendment 1 | HCA | Thomas F. Frist, Jr. in HCA Healthcare, Inc. | 33.8% | 70,536,810 | Nov 6, 2026 | SEC |
ActivistAmendment 6Below 5% | H | 1953 Private Family Trust Company LLC, not individually, but solely as trustee of the trusts listed on Appendix A-2. in Hyatt Hotels Corporation | 3.6% | 1,546,641 | Nov 6, 2026 | SEC |
PassiveAmendment 3Below 5% | SMCI | Jane Street Group, Llc in Super Micro Computer, Inc. | 3.4% | 22,895,125 | Nov 6, 2026 | SEC |