5% stake reports
Filings through 10/02Anyone 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 Group08/13 | 3.4%6,603,464 sh | −2.2pp |
| Massachusetts Financial Services08/12 | 5.6%10,667,983 sh | −1.2pp |
| FMR08/06 | 6%11,634,421.71 sh | First report |
| & Cox Dodge06/05 | 12.1%23,353,165 sh | +3.7pp |
| Massachusetts Financial Services05/14 | 6.8%13,146,925 sh | −1.2pp |
| & Cox Dodge05/14 | 8.4%16,189,511 sh | +3.3pp |
| Independent Franchise Partners05/14 | 6.29%12,131,944 sh | First report |
| Vanguard Capital Management04/30 | 5.35%10,332,724 sh | First report |
| & Cox Dodge02/13 | 5.1%9,842,006 sh | First report |
| Massachusetts Financial Services01/28 | 8%15,540,471 sh | −1.4pp |
| Massachusetts Financial Services25/11/04 | 9.4%18,275,380 sh | −1.7pp |
| BlackRock25/10/17 | 9.6%18,630,274 sh | +4.1pp |
| Massachusetts Financial Services25/05/14 | 11.1%21,674,493 sh | +1.1pp |
| Wellington Management Group25/05/12 | 5.6%10,878,092 sh | First report |
| BlackRock25/02/04 | 5.5%10,643,963 sh | First report |