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
Independent Franchise Partners08/139.03%16,300,754 sh+2.0pp
Capital World Investors08/0610.4%4,323,975 sh+5.5pp
Capital World Investors08/064.9%2,070,845 sh−1.8pp
Vanguard Portfolio Management07/316.94%2,941,940 sh−1.7pp
Vanguard Capital Management07/314.44%1,884,659 sh−1.4pp
BlackRock07/304.3%7,776,087 sh−0.8pp
Richard N. Barton06/159.2%4,194,265 sh+1.0pp
Caledonia Investments Pty05/1526.8%11,370,543 sh+3.4pp
Capital World Investors05/146.7%3,081,931 shFirst report
Independent Franchise Partners05/147.03%13,197,429 sh+1.1pp
Independent Franchise Partners05/145.97%2,738,482 sh+0.1pp
FMR05/060.4%203,371.04 sh−5.4pp
Vanguard Capital Management04/305.84%2,682,102 shFirst report
Vanguard Portfolio Management04/298.61%3,955,099 sh+1.1pp
Vanguard Portfolio Management04/297.47%14,030,078 shFirst report
Vanguard Group03/270%0 sh−14.4pp
Lloyd D. Frink02/186.7%3,156,188 shNo earlier report
FMR02/054.8%8,962,396.03 sh−2.3pp
FMR02/055.8%2,871,447.04 sh+1.0pp
Norges Bank01/274.9%2,415,055 sh−1.4pp