Recent Institutional Ownership
The latest activist and 5%+ stake disclosures across the market. Schedule 13D and 13G filings showing which funds and investors are building or trimming positions, sourced from SEC EDGAR. Looking for full quarterly portfolios? Browse the portfolios of tracked investors.
| Ticker | Investor | Form | Stake | Change | Filed |
|---|---|---|---|---|---|
| NBISNebius Group N.V. | GOLDMAN SACHS & CO. LLCBroker Dealer | SC 13G/A | 5.1% | ▼ 5.4% | Oct 8, 2026 |
| NBISNebius Group N.V. | THE GOLDMAN SACHS GROUP, INC.Holding Company | SC 13G/A | 5.1% | ▼ 5.4% | Oct 8, 2026 |
| SWKSSKYWORKS SOLUTIONS, INC. | Abigail P. JohnsonIndividual | SC 13G | 12.6% | New position | Oct 7, 2026 |
| SWKSSKYWORKS SOLUTIONS, INC. | FMR LLCInvestment Advisor | SC 13G | 12.6% | New position | Oct 7, 2026 |
| SWKSSKYWORKS SOLUTIONS, INC. | Capital World InvestorsInvestment Advisor | SC 13G | 10.1% | New position | Oct 7, 2026 |
| GDGENERAL DYNAMICS CORP | Longview Asset Management, LLCACTIVIST | SC 13D/A | 9.0% | New position | Oct 7, 2026 |
| GOSSGossamer Bio, Inc. | D. E. Shaw & Co., L.L.C.ACTIVIST | SC 13D/A | 5.1% | ▼ 0.9% | Sep 28, 2026 |
| GOSSGossamer Bio, Inc. | D. E. Shaw Valence Portfolios, L.L.C.ACTIVIST | SC 13D/A | 4.9% | ▼ 0.8% | Sep 28, 2026 |
| GOSSGossamer Bio, Inc. | D. E. Shaw & Co., L.P.ACTIVIST | SC 13D/A | 5.1% | ▼ 0.9% | Sep 28, 2026 |
| GOSSGossamer Bio, Inc. | David E. ShawACTIVIST | SC 13D/A | 5.1% | ▼ 0.9% | Sep 28, 2026 |
| IEPICAHN ENTERPRISES L.P. | Little Meadow Corp.ACTIVIST | SC 13D/A | 74.7% | ▲ 0.3% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Gascon PartnersACTIVIST | SC 13D/A | 12.1% | ▲ 0.1% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | MODAL LLCACTIVIST | SC 13D/A | 9.7% | New position | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Thornwood Associates Limited PartnershipACTIVIST | SC 13D/A | 3.3% | ▲ 0.0% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | High Coast Limited PartnershipACTIVIST | SC 13D/A | 62.7% | ▲ 0.3% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Starfire Holding CorporationACTIVIST | SC 13D/A | 9.7% | ▲ 0.1% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Carl C. IcahnACTIVIST | SC 13D/A | 87.7% | ▲ 0.4% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | CCI Onshore LLCACTIVIST | SC 13D/A | 18.7% | ▲ 0.1% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Barberry Corp.ACTIVIST | SC 13D/A | 3.3% | ▲ 0.0% | Sep 25, 2026 |
| IEPICAHN ENTERPRISES L.P. | Highcrest Investors LLCACTIVIST | SC 13D/A | 9.7% | ▲ 0.1% | Sep 25, 2026 |
| WULFTERAWULF INC. | Alphabet IncInstitution | SC 13G | 7.6% | New position | Sep 25, 2026 |
| WULFTERAWULF INC. | XXVI Holdings IncHolding Company | SC 13G | 7.6% | New position | Sep 25, 2026 |
| WULFTERAWULF INC. | Google LLCInstitution | SC 13G | 7.6% | New position | Sep 25, 2026 |
| TCRXTScan Therapeutics, Inc. | Readout Capital GP, LLCHolding Company | SC 13G | 5.4% | New position | Sep 25, 2026 |
| TCRXTScan Therapeutics, Inc. | Readout Capital, LPInvestment Advisor | SC 13G | 5.4% | New position | Sep 25, 2026 |
| TCRXTScan Therapeutics, Inc. | Matthew SmithHolding Company | SC 13G | 5.4% | New position | Sep 25, 2026 |
| ELESTEE LAUDER COMPANIES INC | Eric Louis ZinterhoferACTIVIST | SC 13D/A | 1.9% | New position | Sep 18, 2026 |
| ELESTEE LAUDER COMPANIES INC | Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust AgreementACTIVIST | SC 13D/A | 1.9% | New position | Sep 18, 2026 |
| AURAurora Innovation, Inc. | Uber Technologies, Inc.ACTIVIST | SC 13D/A | 9.2% | ▼ 1.7% | Sep 17, 2026 |
| FANGDiamondback Energy, Inc. | SGF FANG Holdings, LPACTIVIST | SC 13D/A | 23.2% | New position | Sep 17, 2026 |
| FANGDiamondback Energy, Inc. | Greth LyndalACTIVIST | SC 13D/A | 23.2% | New position | Sep 17, 2026 |
| DELLDell Technologies Inc. | Silver Lake Group, L.L.C.ACTIVIST | SC 13D/A | 11.9% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | Silver Lake Technology Associates IV, L.P.ACTIVIST | SC 13D/A | 5.1% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | Silver Lake Partners IV, L.P.ACTIVIST | SC 13D/A | 5.0% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | Silver Lake Technology Investors IV, L.P.ACTIVIST | SC 13D/A | 0.1% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | Silver Lake Partners V DE (AIV), L.P.ACTIVIST | SC 13D/A | 2.8% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | SLTA SPV-2 (GP), L.L.C.ACTIVIST | SC 13D/A | 5.2% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | SL SPV-2, L.P.ACTIVIST | SC 13D/A | 4.9% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | SLTA IV (GP), L.L.C.ACTIVIST | SC 13D/A | 5.1% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | SLTA SPV-2, L.P.ACTIVIST | SC 13D/A | 5.2% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | Silver Lake Technology Associates V, L.P.ACTIVIST | SC 13D/A | 2.8% | New position | Sep 11, 2026 |
| DELLDell Technologies Inc. | SLTA V (GP), L.L.C.ACTIVIST | SC 13D/A | 2.8% | New position | Sep 11, 2026 |
| GMEGameStop Corp. | Cohen RyanACTIVIST | SC 13D/A | 8.5% | New position | Sep 10, 2026 |
| RSGREPUBLIC SERVICES, INC. | William H. Gates IIIACTIVIST | SC 13D/A | 37.9% | New position | Sep 9, 2026 |
| RSGREPUBLIC SERVICES, INC. | Cascade Investment, L.L.C.ACTIVIST | SC 13D/A | 37.9% | New position | Sep 9, 2026 |
| LEUCENTRUS ENERGY CORP | SSGA FUNDS MANAGEMENT, INC.Investment Advisor | SC 13G | 8.0% | New position | Sep 8, 2026 |
| LEUCENTRUS ENERGY CORP | STATE STREET CORPORATIONInvestment Advisor | SC 13G | 10.2% | New position | Sep 8, 2026 |
| VTRSViatris Inc | FMR LLCInvestment Advisor | SC 13G/A | 11.0% | New position | Sep 8, 2026 |
| VTRSViatris Inc | Abigail P. JohnsonIndividual | SC 13G/A | 11.0% | New position | Sep 8, 2026 |
| CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. | FMR LLCInvestment Advisor | SC 13G/A | 10.2% | New position | Sep 8, 2026 |
| CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Abigail P. JohnsonIndividual | SC 13G/A | 10.2% | New position | Sep 8, 2026 |
| RVTYREVVITY, INC. | T. Rowe Price Investment Management, Inc.Investment Advisor | SC 13G/A | 9.2% | New position | Sep 8, 2026 |
| PCGPG&E Corp | PointState Capital GP LLCInstitution | SC 13G | 5.1% | New position | Sep 4, 2026 |
| PCGPG&E Corp | Zachary J. SchreiberIndividual | SC 13G | 5.1% | New position | Sep 4, 2026 |
| PCGPG&E Corp | PointState Capital LPInvestment Advisor | SC 13G | 5.1% | New position | Sep 4, 2026 |
| PCGPG&E Corp | PointState Holdings LLCInstitution | SC 13G | 5.1% | New position | Sep 4, 2026 |
| PCGPG&E Corp | SteelMill Master Fund LPInstitution | SC 13G | 5.1% | New position | Sep 4, 2026 |
| WDAYWorkday, Inc. | BlackRock, Inc.Holding Company | SC 13G/A | 10.0% | ▲ 0.3% | Sep 4, 2026 |
| LEUCENTRUS ENERGY CORP | BlackRock, Inc.Holding Company | SC 13G/A | 11.6% | New position | Sep 4, 2026 |
| LULUlululemon athletica inc. | Anamered Investments Inc.ACTIVIST | SC 13D/A | 4.3% | ▲ 0.1% | Sep 4, 2026 |
| LULUlululemon athletica inc. | Dennis J. WilsonACTIVIST | SC 13D/A | 8.6% | ▲ 0.2% | Sep 4, 2026 |
| LULUlululemon athletica inc. | LIPO Investments (USA), Inc.ACTIVIST | SC 13D/A | 3.1% | ▲ 0.1% | Sep 4, 2026 |
| CIENCIENA CORP | JPMORGAN CHASE & COInvestment Advisor | SC 13G/A | 3.9% | New position | Sep 3, 2026 |
| HIMSHims & Hers Health, Inc. | Andrew DudumACTIVIST | SC 13D/A | 9.4% | New position | Sep 1, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Cox Communications Equity Holdings, Inc.ACTIVIST | SC 13D | 27.9% | New position | Aug 25, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Cox Enterprises, Inc.ACTIVIST | SC 13D | 27.9% | New position | Aug 25, 2026 |
| WYNNWYNN RESORTS LTD | Gillian WynnIndividual | SC 13G/A | 5.7% | New position | Aug 24, 2026 |
| WYNNWYNN RESORTS LTD | Kevyn WynnIndividual | SC 13G/A | 5.7% | New position | Aug 24, 2026 |
| WYNNWYNN RESORTS LTD | Elaine P. Wynn Family Trust - 2016 dtd 5/24/2016Institution | SC 13G/A | 0.0% | ▼ 9.1% | Aug 24, 2026 |
| MLMMARTIN MARIETTA MATERIALS INC | Financiere de Gestions Internationales SCAACTIVIST | SC 13D | 15.4% | New position | Aug 24, 2026 |
| MLMMARTIN MARIETTA MATERIALS INC | LNA Holding SRLACTIVIST | SC 13D | 15.4% | New position | Aug 24, 2026 |
| MLMMARTIN MARIETTA MATERIALS INC | GPI SAACTIVIST | SC 13D | 15.4% | New position | Aug 24, 2026 |
| MLMMARTIN MARIETTA MATERIALS INC | Kalk en Dolomiet Maatschappij SAACTIVIST | SC 13D | 15.4% | New position | Aug 24, 2026 |
| DVLTDatavault AI Inc. | Scilex Holding CompanyACTIVIST | SC 13D/A | 17.2% | ▼ 20.1% | Aug 24, 2026 |
| DVLTDatavault AI Inc. | Vivasor, Inc.Holding Company | SC 13G/A | 5.3% | ▼ 1.2% | Aug 24, 2026 |
| HTZHERTZ GLOBAL HOLDINGS, INC | CK Amarillo LPACTIVIST | SC 13D/A | 50.9% | ▼ 7.2% | Aug 24, 2026 |
| HTZHERTZ GLOBAL HOLDINGS, INC | Certares Opportunities LLCACTIVIST | SC 13D/A | 50.9% | ▼ 7.2% | Aug 24, 2026 |
| HTZHERTZ GLOBAL HOLDINGS, INC | Knighthead Capital Management, LLCACTIVIST | SC 13D/A | 50.9% | ▼ 7.2% | Aug 24, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Liberty Broadband CorporationACTIVIST | SC 13D/A | 0.0% | ▼ 32.4% | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Ronald A. DuncanIndividual | SC 13G | 6.6% | New position | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Advance Long-Term Management TrustACTIVIST | SC 13D/A | 14.3% | ▲ 2.0% | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Advance/Newhouse PartnershipACTIVIST | SC 13D/A | 14.3% | ▲ 2.0% | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Advance Publications, IncACTIVIST | SC 13D/A | 14.3% | ▲ 2.0% | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Newhouse Broadcasting CorporationACTIVIST | SC 13D/A | 14.3% | ▲ 2.0% | Aug 21, 2026 |
| CHTRCHARTER COMMUNICATIONS, INC. /MO/ | Newhouse Family Holdings, L.P.ACTIVIST | SC 13D/A | 14.3% | ▲ 2.0% | Aug 21, 2026 |
| CBRSCerebras Systems Inc. | Eclipse SPV II, L.P.ACTIVIST | SC 13D/A | 2.0% | ▼ 0.5% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Eclipse SPV II GP, LLCACTIVIST | SC 13D/A | 2.0% | ▼ 0.5% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Eclipse Continuity GP I, LLCACTIVIST | SC 13D/A | 0.2% | ▼ 0.1% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Eclipse Continuity Fund I, L.P.ACTIVIST | SC 13D/A | 0.2% | ▼ 0.1% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Eclipse Ventures Fund I, L.P.ACTIVIST | SC 13D/A | 1.7% | ▼ 0.4% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Lior SusanACTIVIST | SC 13D/A | 4.3% | ▼ 0.9% | Aug 18, 2026 |
| CBRSCerebras Systems Inc. | Eclipse Ventures GP I, LLCACTIVIST | SC 13D/A | 1.7% | ▼ 0.4% | Aug 18, 2026 |
| TTWOTAKE TWO INTERACTIVE SOFTWARE INC | Starlite Capital INCHolding Company | SC 13G | 5.2% | New position | Aug 17, 2026 |
| TTWOTAKE TWO INTERACTIVE SOFTWARE INC | The Gregory Fenelon Revocable Living TrustInstitution | SC 13G | 5.2% | New position | Aug 17, 2026 |
| TTWOTAKE TWO INTERACTIVE SOFTWARE INC | Gregory FenelonIndividual | SC 13G | 5.2% | New position | Aug 17, 2026 |
| BETABETA Technologies, Inc. | Charles A. DavisIndividual | SC 13G/A | 7.3% | ▼ 0.8% | Aug 15, 2026 |
| DALDELTA AIR LINES, INC. | BERKSHIRE HATHAWAY INCInvestment Advisor | SC 13G/A | 8.7% | ▲ 2.6% | Aug 15, 2026 |
| DALDELTA AIR LINES, INC. | Warren E. BuffettIndividual | SC 13G/A | 8.7% | ▲ 2.6% | Aug 15, 2026 |
| DALDELTA AIR LINES, INC. | National Indemnity CompanyInsurance | SC 13G/A | 8.7% | ▲ 2.6% | Aug 15, 2026 |
| LENLENNAR CORP /NEW/ | BERKSHIRE HATHAWAY INCInvestment Advisor | SC 13G | 6.2% | New position | Aug 15, 2026 |
Source: SEC EDGAR Schedule 13D / 13G filings. Quarterly 13F holdings are shown on each company's institutional ownership page.