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
09/08	Price T Rowe Associates09/08	12.8%4,384,882 sh	+5.8pp	13G passiveAmendment
09/03	Chase & Co Jpmorgan09/03	4%1,394,339 sh	−2.9pp	13G passiveAmendment
08/14	Price T Rowe Associates08/14	7%2,368,425 sh	+1.4pp	13G passiveAmendment
07/30	BlackRock07/30	6.7%2,265,870 sh	−1.2pp	13G passiveAmendment
07/16	Chase & Co Jpmorgan07/16	6.9%2,343,932 sh	+2.4pp	13G passive
06/04	Chase & Co Jpmorgan06/04	4.5%1,556,989 sh	−1.7pp	13G passiveAmendment
05/15	Price T Rowe Associates05/15	5.6%1,888,446 sh	First report	13G passive
05/04	Chase & Co Jpmorgan05/04	6.2%2,106,728 sh	−5.9pp	13G passiveAmendment
01/23	Chase & Co Jpmorgan01/23	12.1%4,016,883 sh	−1.1pp	13G passiveAmendment