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
Wellington Management Group08/133.4%6,603,464 sh−2.2pp
Massachusetts Financial Services08/125.6%10,667,983 sh−1.2pp
FMR08/066%11,634,421.71 shFirst report
& Cox Dodge06/0512.1%23,353,165 sh+3.7pp
Massachusetts Financial Services05/146.8%13,146,925 sh−1.2pp
& Cox Dodge05/148.4%16,189,511 sh+3.3pp
Independent Franchise Partners05/146.29%12,131,944 shFirst report
Vanguard Capital Management04/305.35%10,332,724 shFirst report
& Cox Dodge02/135.1%9,842,006 shFirst report
Massachusetts Financial Services01/288%15,540,471 sh−1.4pp
Massachusetts Financial Services25/11/049.4%18,275,380 sh−1.7pp
BlackRock25/10/179.6%18,630,274 sh+4.1pp
Massachusetts Financial Services25/05/1411.1%21,674,493 sh+1.1pp
Wellington Management Group25/05/125.6%10,878,092 shFirst report
BlackRock25/02/045.5%10,643,963 shFirst report