5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

	Holder			Kind
07/31	Vanguard Capital Management07/31	5%1,702,863 sh	First report	13G passive
04/28	Vanguard Portfolio Management04/28	7.13%2,430,848 sh	First report	13G passive
25/10/31	First Trust Portfolios25/10/31	0.46%156,671 sh	−5.1pp	13G passiveAmendment
25/07/16	First Trust Portfolios25/07/16	5.53%1,890,333 sh	First report	13G passive