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
Wasatch Advisors07/155.7%2,819,293 sh−2.2pp
Wellington Management Group05/155.2%2,531,228 sh+0.5pp
Capital World Investors05/146.1%2,985,886 shFirst report
Bank of Montreal05/134.55%2,233,818 sh−0.7pp
Vanguard Capital Management04/295.23%2,565,954 shFirst report
Vanguard Portfolio Management04/295.78%2,839,245 shFirst report
Vanguard Group03/260%0 sh−10.7pp
Champlain Investment Partners02/123.6%1,776,396 sh−1.7pp
Bank of Montreal02/125.23%2,555,965 shFirst report
Wasatch Advisors25/08/147.9%3,839,332 sh+2.3pp
Champlain Investment Partners25/08/125.3%2,568,954 shFirst report
Wasatch Advisors25/05/125.6%2,723,115 shFirst report