Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | John & Daria Barry Foundation | Prospect Floating Rate & Alternative Income Fund, Inc. | — | 79.7% | — |
| John & Daria Barry Foundation acquired 79.7% stake in Prospect Floating Rate & Alternative Income Fund, Inc. | |||||
| 13D | Ligand Pharmaceuticals Incorporated | XOMAP XOMA ROYALTY CORPORATION | Healthcare | 47.0% | $454M |
| Ligand Pharmaceuticals filed Schedule 13D disclosing its 47% stake in XOMA Royalty Corporation and plans to acquire 100% control through a merger agreement signed April 27, 2026. | |||||
| 13D/A | BlackRock Portfolio Management LLC | CWEN-A Clearway Energy, Inc. | Utilities | 41.5% | $8.2B |
| BlackRock Portfolio Management LLC holds 41.5% of Clearway Energy and reports conversion of 76,206 Class A shares to Class C shares per charter amendment. | |||||
| 13D/A | TotalEnergies SE | CWEN-A Clearway Energy, Inc. | Utilities | 41.0% | $8.2B |
| TotalEnergies SE's 41% stake in Clearway Energy converted from Class A to Class C Common Stock on May 1, 2026. | |||||
| 13D/A | White Mountains Insurance Group, Ltd. | MAX MediaAlpha, Inc. | Communication Services | 33.0% | $608M |
| White Mountains Insurance Group reports 33% stake in MediaAlpha; two board designees departing. | |||||
| 13D | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. | Calamos Aksia Hedged Strategies Fund | — | 25.6% | — |
| Calamos Aksia Hedged Strategies Fund (Offshore) acquired 25.6% stake in Calamos Aksia Hedged Strategies Fund for investment purposes with potential future adjustments. | |||||
| 13D/A | Ernest C. Garcia II | CVNA Carvana Co. | Consumer Cyclical | 22.9% | $85.8B |
| Ernest C. Garcia II acquired 22.9% of Carvana Co. for investment purposes with potential future plans under review. | |||||
| 13D/A | Weinzierl John A | USEG US ENERGY CORP | Energy | 18.7% | $38M |
| Weinzierl acquired 18.7% stake in US Energy Corp for investment, with potential future purchases or sales depending on market conditions. | |||||
| 13D/A | Chutzpah Holdings Limited | PLUR Pluri Inc. | Healthcare | 18.6% | $21M |
| Chutzpah Holdings Limited amended its Schedule 13D filing, maintaining its 18.6% stake (2,018,014 shares) in Pluri Inc. | |||||
| 13D/A | URANIUM ENERGY CORP | UROY Uranium Royalty Corp. | Energy | 18.4% | $482M |
| Uranium Energy Corp. acquired 18.4% stake in Uranium Royalty Corp. via subscription receipts, reserves rights for future actions. | |||||
| 13D | Gravitas Capital LP | CTRVP Hepion Pharmaceuticals, Inc. | Healthcare | 17.2% | $721K |
| Gravitas Capital LP acquired 17.2% of Hepion Pharmaceuticals for investment purposes with potential for future purchases. | |||||
| 13D/A | Scott Maskin | SUNE SUNation Energy, Inc. | Industrials | 16.6% | $4M |
| Scott Maskin acquired 16.6% stake in SUNation Energy via company's November 2022 acquisition of SUNation Solar Systems, receiving shares and board appointment. | |||||
| 13D | Mark B. Lucky | VISM Visium Technologies, Inc. | Technology | 11.0% | $800K |
| Mark B. Lucky acquired 11.0% of Visium Technologies for investment and compensation; intends active management participation as CFO/board member. | |||||
| 13D/A | Bulldog Investors, LLP | CMU MFS High Yield Municipal Tru | Financial Services | 9.7% | $93M |
| Bulldog Investors, LLP acquired a 9.6% stake in MFS High Yield Municipal Trust, likely for investment purposes. | |||||
| 13D/A | GAH Capital, LLC | MPB Mid Penn Bancorp, Inc. | Financial Services | 9.6% | $771M |
| GAH Capital acquired 9.6% stake in Mid Penn Bancorp for investment purposes with no current plans for strategic changes. | |||||
| 13D/A | Dennis J. Wilson | LULU lululemon athletica inc. | Consumer Cyclical | 8.6% | $15.9B |
| Dennis Wilson, holding 8.6% of Lululemon, issued open letter criticizing Board's brand strategy and CEO appointment process. | |||||
| 13D/A | MAK Capital Fund LP | EVOTF Evotec SE | Healthcare | 7.1% | $931M |
| MAK Capital Fund LP amended its Schedule 13D filing, disclosing a 7.1% stake (12,681,898 shares) in Evotec SE. | |||||
| 13D/A | FINPAR VI SA | CNXC CONCENTRIX CORPORATION | Technology | 0.1% | $1.5B |
| FINPAR VI SA acquired 0.1% stake (38,623 shares) in Concentrix Corporation for investment purposes. | |||||
| 13D/A | PGIM Strategic Investments, Inc. | PGIM Real Estate Fund Inc. | — | — | — |
| I don't have the actual filing content to summarize. To provide an accurate one-sentence summary, I would need the specific details about the stake percentage/shares and the... | |||||
| 13D/A | Diveroli Investment Group LLC | SBLX Fabric.AI, Inc. | Industrials | — | $2M |
| Diveroli Investment Group LLC purchased shares of Fabric.AI, Inc. common stock for investment purposes. | |||||
| 13G/A | Unknown | EVC | Communication Services | — | $349M |
| Unknown amended a ? passive stake in EVC (? shares). | |||||
| 13G/A | Unknown | INR | Energy | — | $257M |
| Unknown amended a ? passive stake in INR (? shares). | |||||
| 13G/A | Unknown | LXFR | Industrials | — | $417M |
| Unknown amended a ? passive stake in LXFR (? shares). | |||||
| 13G/A | Legence Parent ML LLC | LGN Legence Corp. | Industrials | — | $5.3B |
| Legence Parent ML LLC amended a ? passive stake in Legence Corp. (? shares). | |||||
| 13G/A | Unknown | CRGY | Energy | — | $3.3B |
| Unknown amended a ? passive stake in CRGY (? shares). | |||||
| 13G/A | UBS Group AG | ACP-PA abrdn Income Credit Strategi | Financial Services | — | — |
| UBS Group AG amended a ? passive stake in abrdn Income Credit Strategies Fund (? shares). | |||||
| 13G/A | Andrew Houston | DBX DROPBOX, INC. | Technology | — | $6.8B |
| Andrew Houston amended a ? passive stake in DROPBOX, INC. (? shares). | |||||
| 13G/A | Brumder William George | TMCWW TMC the metals Co Inc. | Basic Materials | — | $118M |
| Brumder William George amended a ? passive stake in TMC the metals Co Inc. (? shares). | |||||
| 13G/A | Unknown | GPK | Consumer Cyclical | — | $2.9B |
| Unknown amended a ? passive stake in GPK (? shares). | |||||
| 13G/A | BX Mozart ML-2 Holdco L.P. | MDLN Medline Inc. | Healthcare | — | $36.3B |
| BX Mozart ML-2 Holdco L.P. amended a ? passive stake in Medline Inc. (? shares). | |||||
| 13G/A | BEP Diamond Topco L.P. | PTEN Patterson-UTI Energy, Inc. | Energy | — | $4.6B |
| BEP Diamond Topco L.P. amended a ? passive stake in Patterson-UTI Energy, Inc. (? shares). | |||||
| 13G/A | Streeterville Capital LLC | NCT Intercont (Cayman) Ltd | Industrials | — | $3M |
| Streeterville Capital LLC amended a ? passive stake in Intercont (Cayman) Ltd (? shares). | |||||
| 13G/A | Unknown | OGS | Utilities | — | $5.4B |
| Unknown amended a ? passive stake in OGS (? shares). | |||||
| 13G/A | Zeff Capital, LP | TRT Trio-Tech International | Technology | — | $123M |
| Zeff Capital, LP amended a ? passive stake in Trio-Tech International (? shares). | |||||
| 13G/A | Whetstone Capital Advisors, LLC | SERA SERA PROGNOSTICS, INC. | Healthcare | — | $91M |
| Whetstone Capital Advisors, LLC amended a ? passive stake in SERA PROGNOSTICS, INC. (? shares). | |||||
| 13G/A | Whetstone Capital Advisors, LLC | LPRO Open Lending Corp | Financial Services | — | $210M |
| Whetstone Capital Advisors, LLC amended a ? passive stake in Open Lending Corp (? shares). | |||||
| 13G/A | 1832 Asset Management L.P. | GRTUF GRANITE REAL ESTATE INVESTME | Real Estate | — | $4.3B |
| 1832 Asset Management L.P. amended a ? passive stake in GRANITE REAL ESTATE INVESTMENT TRUST (? shares). | |||||
| 13G/A | Nexus Special Situations Fund SPC | XYF X Financial | Financial Services | — | $33M |
| Nexus Special Situations Fund SPC amended a ? passive stake in X Financial (? shares). | |||||
| 13G/A | 1832 Asset Management L.P. | CAE CAE INC | Industrials | — | $8.3B |
| 1832 Asset Management L.P. amended a ? passive stake in CAE INC (? shares). | |||||
| 13G/A | Whetstone Capital Advisors, LLC | BODYW Beachbody Company, Inc. | — | — | — |
| Whetstone Capital Advisors, LLC amended a ? passive stake in Beachbody Company, Inc. (? shares). | |||||
| 13G/A | Unknown | DAN | Consumer Cyclical | — | $5.0B |
| Unknown amended a ? passive stake in DAN (? shares). | |||||
| 13G/A | Winder Pte. Ltd. | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | — | $4.8B |
| Winder Pte. Ltd. amended a ? passive stake in SENSIENT TECHNOLOGIES CORP (? shares). | |||||
| 13G/A | Will Wei Cheng | DIDIY DiDi Global Inc. | Technology | — | $17.8B |
| Will Wei Cheng amended a ? passive stake in DiDi Global Inc. (? shares). | |||||
| 13G/A | Unknown | ONEW | Consumer Cyclical | — | $156M |
| Unknown amended a ? passive stake in ONEW (? shares). | |||||
| 13G/A | Unknown | HZO | Consumer Cyclical | — | $655M |
| Unknown amended a ? passive stake in HZO (? shares). | |||||
| 13G/A | Integrated Core Strategies (US) LLC | KALV KalVista Pharmaceuticals, In | Healthcare | — | $1.3B |
| Integrated Core Strategies (US) LLC amended a ? passive stake in KalVista Pharmaceuticals, Inc. (? shares). | |||||
| 13G/A | BIGGER CAPITAL FUND L P | NRXS Neuraxis, INC | Healthcare | — | $73M |
| BIGGER CAPITAL FUND L P amended a ? passive stake in Neuraxis, INC (? shares). | |||||
| 13G/A | Weil Company, Inc. | Tidal Trust I - Unlimited Hfgm Global Macro Etf | — | — | — |
| Weil Company, Inc. amended a ? passive stake in Tidal Trust I - Unlimited Hfgm Global Macro Etf (? shares). | |||||
| 13G/A | Grantham, Mayo, Van Otterloo & Co. LLC | KOS Kosmos Energy Ltd | Energy | — | $1.5B |
| Grantham, Mayo, Van Otterloo & Co. LLC amended a ? passive stake in Kosmos Energy Ltd (? shares). | |||||
| 13G/A | 1832 Asset Management L.P. | OTEX OPEN TEXT CORP | Technology | — | $6.1B |
| 1832 Asset Management L.P. amended a ? passive stake in OPEN TEXT CORP (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | BKD Brookdale Senior Living Inc. | Healthcare | — | $3.4B |
| BlackRock Portfolio Management LLC amended a ? passive stake in Brookdale Senior Living Inc. (? shares). | |||||
| 13G/A | Unknown | EMBC | Healthcare | — | $544M |
| Unknown amended a ? passive stake in EMBC (? shares). | |||||
| 13G/A | Unknown | MSM | Industrials | — | $5.7B |
| Unknown amended a ? passive stake in MSM (? shares). | |||||
| 13G/A | Unknown | SPB | Consumer Defensive | — | $2.1B |
| Unknown amended a ? passive stake in SPB (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | AEIS ADVANCED ENERGY INDUSTRIES I | Industrials | — | $15.0B |
| BlackRock Portfolio Management LLC amended a ? passive stake in ADVANCED ENERGY INDUSTRIES INC (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | ARRY Array Technologies, Inc. | Energy | — | $1.2B |
| BlackRock Portfolio Management LLC amended a ? passive stake in Array Technologies, Inc. (? shares). | |||||
| 13G | Vanguard Capital Management | PFE Pfizer Inc | Healthcare | — | $149.7B |
| Vanguard Capital Management reported a ? passive stake in Pfizer Inc (? shares). | |||||
| 13G | VIKING GLOBAL INVESTORS LP | ALT Altimmune, Inc. | Healthcare | — | $248M |
| VIKING GLOBAL INVESTORS LP reported a ? passive stake in Altimmune, Inc. (? shares). | |||||
| 13G | Unknown | KSS | Consumer Cyclical | — | $1.7B |
| Unknown reported a ? passive stake in KSS (? shares). | |||||
| 13G | Mitchell P. Kopin | AMST Amesite Inc. | Technology | — | $4M |
| Mitchell P. Kopin reported a ? passive stake in Amesite Inc. (? shares). | |||||
| 13G | Vanguard Capital Management | LLY Eli Lilly & Co | Healthcare | — | $865.1B |
| Vanguard Capital Management reported a ? passive stake in Eli Lilly & Co (? shares). | |||||
| 13G | Vanguard Portfolio Management | LGNYZ Ligand Pharmaceuticals Inc | Healthcare | — | $1M |
| Vanguard Portfolio Management reported a ? passive stake in Ligand Pharmaceuticals Inc (? shares). | |||||
| 13G | Vanguard Capital Management | JNJ Johnson & Johnson | Healthcare | — | $551.9B |
| Vanguard Capital Management reported a ? passive stake in Johnson & Johnson (? shares). | |||||
| 13G | Divisadero Street Capital Management, LP | KRUS Kura Sushi USA, Inc. | Consumer Cyclical | — | $669M |
| Divisadero Street Capital Management, LP reported a ? passive stake in Kura Sushi USA, Inc. (? shares). | |||||
| 13G | Vanguard Capital Management | GENVR Gen Digital Inc | Technology | — | $250M |
| Vanguard Capital Management reported a ? passive stake in Gen Digital Inc (? shares). | |||||
| 13G | MONEY CONCEPTS CAPITAL CORP | GLDM iSHARES TRUST | Financial Services | — | $29.0B |
| MONEY CONCEPTS CAPITAL CORP reported a ? passive stake in iSHARES TRUST (? shares). | |||||
| 13G | The K2 Principal Fund, L.P. | QLEP Quantum Leap Acquisition Cor | — | — | — |
| The K2 Principal Fund, L.P. reported a ? passive stake in Quantum Leap Acquisition Corp (? shares). | |||||
| 13G | Unknown | UNFI | Consumer Defensive | — | $3.1B |
| Unknown reported a ? passive stake in UNFI (? shares). | |||||
| 13G | Vanguard Capital Management | LGNYZ Ligand Pharmaceuticals Inc | Healthcare | — | $1M |
| Vanguard Capital Management reported a ? passive stake in Ligand Pharmaceuticals Inc (? shares). | |||||
| 13G | Glazer Capital, LLC | FOLD Amicus Therapeutics, Inc. | Healthcare | — | $4.5B |
| Glazer Capital, LLC reported a ? passive stake in Amicus Therapeutics, Inc. (? shares). | |||||
| 13G | Citadel Advisors LLC | CWH Camping World Holdings, Inc. | Consumer Cyclical | — | $487M |
| Citadel Advisors LLC reported a ? passive stake in Camping World Holdings, Inc. (? shares). | |||||
| 13G | Unknown | IBEX | Technology | — | $444M |
| Unknown reported a ? passive stake in IBEX (? shares). | |||||
| 13G | Capital Ventures International | WOLF Wolfspeed, Inc. | Technology | — | $1.7B |
| Capital Ventures International reported a ? passive stake in Wolfspeed, Inc. (? shares). | |||||
| 13G | Vanguard Portfolio Management | GENVR Gen Digital Inc | Technology | — | $250M |
| Vanguard Portfolio Management reported a ? passive stake in Gen Digital Inc (? shares). | |||||
| 13G | Huang Ming | Calamos Aksia Hedged Strategies Fund | — | — | — |
| Huang Ming reported a ? passive stake in Calamos Aksia Hedged Strategies Fund (? shares). | |||||
| 13G | Vanguard Capital Management | LAWIL Light & Wonder Inc | — | — | — |
| Vanguard Capital Management reported a ? passive stake in Light & Wonder Inc (? shares). | |||||
| 13G | Vanguard Capital Management | PCRX Pacira BioSciences Inc | Healthcare | — | $1.1B |
| Vanguard Capital Management reported a ? passive stake in Pacira BioSciences Inc (? shares). | |||||
| 13G | Unknown | AIN | Consumer Cyclical | — | $1.7B |
| Unknown reported a ? passive stake in AIN (? shares). | |||||
| 13G | Vanguard Portfolio Management | PCRX Pacira BioSciences Inc | Healthcare | — | $1.1B |
| Vanguard Portfolio Management reported a ? passive stake in Pacira BioSciences Inc (? shares). | |||||
| 13G | 1832 Asset Management L.P. | CIGI Colliers International Group | Real Estate | — | $3.9B |
| 1832 Asset Management L.P. reported a ? passive stake in Colliers International Group Inc. (? shares). | |||||
| 13G | Millennium Management LLC | SABSW SAB Biotherapeutics, Inc. | Healthcare | — | $926K |
| Millennium Management LLC reported a ? passive stake in SAB Biotherapeutics, Inc. (? shares). | |||||
| 13G | Vanguard Portfolio Management | LAZ Lazard Inc | Financial Services | — | $4.8B |
| Vanguard Portfolio Management reported a ? passive stake in Lazard Inc (? shares). | |||||
| 13G | Unknown | CVEO | Industrials | — | $395M |
| Unknown reported a ? passive stake in CVEO (? shares). | |||||
| 13G/A | BX Royal Aggregator LP | VNOM Viper Energy Inc. | Energy | — | $7.1B |
| BX Royal Aggregator LP amended a ? passive stake in Viper Energy Inc. (? shares). | |||||
| 13G | Point72 Asset Management, L.P. | STRO SUTRO BIOPHARMA, INC. | Healthcare | — | $302M |
| Point72 Asset Management, L.P. reported a ? passive stake in SUTRO BIOPHARMA, INC. (? shares). | |||||
| 13G | TCG Crossover GP II, LLC | ALT Altimmune, Inc. | Healthcare | — | $248M |
| TCG Crossover GP II, LLC reported a ? passive stake in Altimmune, Inc. (? shares). | |||||
| 13G | GV 2019, L.P. | LIFE ETHOS TECHNOLOGIES INC. | Financial Services | — | $310M |
| GV 2019, L.P. reported a ? passive stake in ETHOS TECHNOLOGIES INC. (? shares). | |||||
| 13G | Vanguard Capital Management | LAZ Lazard Inc | Financial Services | — | $4.8B |
| Vanguard Capital Management reported a ? passive stake in Lazard Inc (? shares). | |||||
| 13G | Coastlands Capital LP | ELOX Eloxx Pharmaceuticals, Inc. | Healthcare | — | $2M |
| Coastlands Capital LP reported a ? passive stake in Eloxx Pharmaceuticals, Inc. (? shares). | |||||
| 13G | RA Capital Management, L.P. | ALT Altimmune, Inc. | Healthcare | — | $248M |
| RA Capital Management, L.P. reported a ? passive stake in Altimmune, Inc. (? shares). | |||||
| 13G | FMR LLC | LION LIONSGATE STUDIOS CORP | Communication Services | — | $3.7B |
| FMR LLC reported a ? passive stake in LIONSGATE STUDIOS CORP (? shares). | |||||
| 13G | Unknown | DXC | Technology | — | $2.2B |
| Unknown reported a ? passive stake in DXC (? shares). | |||||