Beneficial ownership — 13D / 13G
85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.
Coverage begins December 2024, when the SEC required these schedules to be filed as structured XML.
| Reporting person | Issuer | Schedule | % of class | Event date | Filed |
|---|---|---|---|---|---|
| Capital World Investors | UCTT Ultra Clean Holdings, Inc. | 13G | 5.8% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | BBCQ Bleichroeder Acquisition Corp. II | 13G/A | 3.72% | Jun 30, 2026 | 3mo |
| MILLENNIUM MANAGEMENT LLC | IACQ Irenic Acquisition Corp. | 13G/A | 3.7% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | SPHR Sphere Entertainment Co. | 13G/A | 8.3% | Jun 30, 2026 | 3mo |
| BANK OF MONTREAL /CAN/ | TRP Tc Energy Corp | 13G/A | 3.38% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | NBB Nuveen Taxable Municipal Income Fund | 13G/A | 8% | Jun 30, 2026 | 3mo |
| NORGES BANK | BILI Bilibili Inc. | 13G/A | 6.8% | Jun 30, 2026 | 3mo |
| Capital World Investors | NKE NIKE, Inc. | 13G | 6% | Jun 30, 2026 | 3mo |
| Capital International Investors | SNDA Sonida Senior Living, Inc. | 13G | 7% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | PLMK Plum Acquisition Corp. IV | 13G/A | 4.01% | Jun 30, 2026 | 3mo |
| Capital World Investors | ALGN Align Technology Inc | 13G/A | 5% | Jun 30, 2026 | 3mo |
| Capital World Investors | KNF Knife River Corp | 13G | 5.7% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | WENC West Enclave Merger Corp. | 13G | 5.61% | Jun 30, 2026 | 3mo |
| Capital International Investors | CNP Centerpoint Energy Inc | 13G/A | 6.9% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | APMC AmperCap Acquisition Co | 13G | 5.64% | Jun 30, 2026 | 3mo |
| Capital International Investors | SOC Sable Offshore Corp. | 13G/A | 4% | Jun 30, 2026 | 3mo |
| TORONTO DOMINION BANK | STOK Stoke Therapeutics, Inc. | 13G/A | 4.9% | Jun 30, 2026 | 3mo |
| Capital Research Global Investors | QNT Quantinuum Inc. | 13G | 5.3% | Jun 30, 2026 | 3mo |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | WDAY Workday, Inc. | 13G/A | 6.31% | Jun 30, 2026 | 3mo |
| Capital Research Global Investors | SW Smurfit Westrock plc | 13G/A | 8.1% | Jun 30, 2026 | 3mo |
| MFN Partners, LP | XPO XPO, Inc. | 13G/A | 8.4% | Jun 30, 2026 | 3mo |
| Capital World Investors | FND Floor & Decor Holdings, Inc. | 13G/A | 5.3% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | CABA Cabaletta Bio, Inc. | 13G/A | 8.43% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | HELE Helen Of Troy Ltd | 13G | 5.68% | Jun 30, 2026 | 3mo |
| Capital World Investors | AKAM Akamai Technologies Inc | 13G | 7.8% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | PTAC Patriot Acquisition Corp. | 13G | 8.23% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | CNTA Centessa Pharmaceuticals plc | 13G/A | 0% | Jun 30, 2026 | 3mo |
| Capital World Investors | CTVA Corteva, Inc. | 13G/A | 6.6% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | EXEL Exelixis, Inc. | 13G/A | 4.39% | Jun 30, 2026 | 3mo |
| 683 Capital Management, LLC | FRNM Freenome, Inc. | 13G/A | 0% | Jun 30, 2026 | 3mo |
| Capital Research Global Investors | IR Ingersoll Rand Inc. | 13G/A | 6.4% | Jun 30, 2026 | 3mo |
| Saturn V Capital Management LP | MNPR Monopar Therapeutics | 13G/A | 4.7% | Jun 30, 2026 | 3mo |
| TD SECURITIES (USA) LLC | CAEP Cantor Equity Partners III, Inc. | 13G/A | 0% | Jun 30, 2026 | 3mo |
| BANK OF MONTREAL /CAN/ | EEFT Euronet Worldwide, Inc. | 13G | 5.81% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | CHH Choice Hotels International Inc | 13G/A | 6.3% | Jun 30, 2026 | 3mo |
| Jeffrey Harmon | ANGX Angel Studios, Inc. | 13D/A | 11.9% | Jun 29, 2026 | 3mo |
| Neal Harmon | ANGX Angel Studios, Inc. | 13D/A | 11.8% | Jun 29, 2026 | 3mo |
| WESTWOOD HOLDINGS GROUP INC | OFRM Once Upon a Farm, PBC | 13G/A | — | Jun 24, 2026 | 3mo |
| MONEY CONCEPTS CAPITAL CORP | AFGR First Trust Exchange-Traded Fund VIII | 13G | 6.8% | Jun 11, 2026 | 3mo |
| Arima Anastasios | REA Rare Earths Americas, Inc. | 13G | 6% | May 7, 2026 | 3mo |
| TEACHER RETIREMENT SYSTEM OF TEXAS | AUNA Auna S.A. | 13G/A | 4.9% | Apr 14, 2026 | 3mo |
| VINEYARD CAPITAL PARTNERS, L.L.C. | CSV Carriage Services Inc | 13G/A | 0.3% | Feb 13, 2026 | 3mo |
| CIBC Private Wealth Group LLC | APC ARKO Petroleum Corp. | 13G/A | 5% | Feb 12, 2026 | 3mo |
| TD SECURITIES (USA) LLC | MNY MoneyHero Ltd | 13G | 6.8% | Dec 31, 2025 | 3mo |
| Tieton Capital Management, LLC | RGP Resources Connection, Inc. | 13G | 8.2% | Jun 30, 2025 | 3mo |
| Sumant Sinha | RNW ReNew Energy Global plc | 13D/A | 19.75% | Aug 11, 2026 | 3mo |
| JERA Power RN B.V. | RNW ReNew Energy Global plc | 13D/A | 10% | Aug 11, 2026 | 3mo |
| Abu Dhabi Investment Authority | RNW ReNew Energy Global plc | 13D/A | 23.64% | Aug 11, 2026 | 3mo |
| Streeterville Management LLC | VVOS Vivos Therapeutics, Inc. | 13G | 9.3% | Aug 11, 2026 | 3mo |
| CANADA PENSION PLAN INVESTMENT BOARD | RNW ReNew Energy Global plc | 13D/A | 34.4% | Aug 11, 2026 | 3mo |