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
08/12	Aqr Capital Management08/12	5.42%3,379,539 sh	First report	13G passive
08/07	Aristotle Capital Management08/07	1.97%1,217,877 sh	−6.8pp	13G passiveAmendment
07/14	Dimensional Fund Advisors07/14	5.1%3,206,164 sh	First report	13G passive
04/30	Vanguard Capital Management04/30	5.24%3,285,917 sh	First report	13G passive
04/29	Vanguard Portfolio Management04/29	6.79%4,258,612 sh	First report	13G passive