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5%+ stakes

Finance Insurance and Real Estate (other industry groups), latest filing in April 2026

12 companies with 5%+ holders, every filing linked: AH Realty Trust Inc, American Express Co, CBRE Group Inc, Crawford & Co, Getty Realty Corp, Gladstone Commercial Corp and more. Each section is the company's full record from its filings, newest filings first within each section.

12 companies with 5%+ holders on this page (Finance Insurance and Real Estate (other industry groups), latest filing in April 2026), each linked to its filing, starting with AH Realty Trust Inc, American Express Co, CBRE Group Inc. Free check on any of them: https://mentionfox.com/check

On this page

AH Realty Trust Inc

At 5% or more3
Filings6
Latest filing2026-04-29

AH Realty Trust Inc has 6 Schedule 13D or 13G filings on record since 2025-07-17. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.3%6,683,436SCHEDULE 13G/A, 2026-04-072026-03-31
Vanguard Capital Management5.11%4,098,668SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.06%4,064,887SCHEDULE 13G, 2026-04-282026-03-31
State Street Corporation4%3,196,664SCHEDULE 13G, 2025-08-112025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.6,551,83706,683,4360SCHEDULE 13G/A, 2026-04-07
Vanguard Capital Management604,56604,098,6680SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management30,73904,064,8870SCHEDULE 13G, 2026-04-28
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies AH Realty Trust Inc by CUSIP 04208T108 and gives its principal executive office as 222 Central Park Avenue, Suite 2100, Virginia Beach, VA 23462 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.15.2%SCHEDULE 13G/A
2025-08-11State Street Corporation4%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-07BlackRock, Inc.8.3%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.06%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.11%SCHEDULE 13G
DateRecordFigureOur pageSource
November 9, 2026Leadership change: Daniel A. Hoffler departs, Director, and 1 more—Leadership changesSource

American Express Co

At 5% or more1
Filings2
Latest filing2026-04-29

American Express Co has 2 Schedule 13D or 13G filings on record since 2026-03-26. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management5.58%38,301,348SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management5,291,133038,301,3480SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies American Express Co by CUSIP 025816109 and gives its principal executive office as 200 Vesey Street, New York, NY 10285 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.58%SCHEDULE 13G

CBRE Group Inc

At 5% or more2
Filings3
Latest filing2026-04-29

CBRE Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-26. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management8.75%25,848,219SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.43%21,955,428SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management40,669025,848,2190SCHEDULE 13G, 2026-04-29
Vanguard Capital Management2,904,409021,955,4280SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies CBRE Group Inc by CUSIP 12504L109 and gives its principal executive office as 2121 N Pearl St, Suite 300, Dallas, TX 75201 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.43%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management8.75%SCHEDULE 13G

Crawford & Co

At 5% or more1
Filings3
Latest filing2026-04-29

Crawford & Co has 3 Schedule 13D or 13G filings on record since 2026-01-30. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management5.29%1,005,057SCHEDULE 13G, 2026-04-292026-03-31
The Capital Management CorporationSCHEDULE 13G/A, 2026-01-302025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management94,10301,005,0570SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Crawford & Co by CUSIP 224633107 and gives its principal executive office as 5335 Triangle Parkway, Northwest, Peachtree Corners, GA 30092 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-01-30The Capital Management CorporationSCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.29%SCHEDULE 13G

Getty Realty Corp

At 5% or more2
Filings4
Latest filing2026-04-29

Getty Realty Corp has 4 Schedule 13D or 13G filings on record since 2026-02-17. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management9.57%5,727,324SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.2%3,111,564SCHEDULE 13G, 2026-04-292026-03-31
Howard B. Safenowitz3.9%2,332,831SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management20,78105,727,3240SCHEDULE 13G, 2026-04-29
Vanguard Capital Management456,66503,111,5640SCHEDULE 13G, 2026-04-29
Howard B. Safenowitz355,6511,976,679355,6511,976,679SCHEDULE 13G/A, 2026-02-17
Safenowitz Family Corp.01,848,09201,848,092SCHEDULE 13G/A, 2026-02-17
Safenowitz Partners, LP01,848,09201,848,092SCHEDULE 13G/A, 2026-02-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Getty Realty Corp by CUSIP 374297109 and gives its principal executive office as 2 Jericho Plaza, Wing C, Jericho, NY 11753 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-02-17Howard B. Safenowitz3.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.2%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management9.57%SCHEDULE 13G
DateRecordFigureOur pageSource
August 20, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 3, 2026Leadership change: Nicole Rapport appointed, Chief Accounting Officer—Leadership changesSource

Gladstone Commercial Corp

At 5% or more2
Filings3
Latest filing2026-04-29

Gladstone Commercial Corp has 3 Schedule 13D or 13G filings on record since 2026-03-26. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.28%2,559,558SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.04%2,443,852SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management22,98202,559,5580SCHEDULE 13G, 2026-04-29
Vanguard Capital Management366,91002,443,8520SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Gladstone Commercial Corp by CUSIP 376536108 and gives its principal executive office as 1521 Westbranch Drive, Suite 100, McLean, VA 22102 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.04%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.28%SCHEDULE 13G
DateRecordFigureOur pageSource
October 26, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 2, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

MARA Holdings Inc

At 5% or more2
Filings5
Latest filing2026-04-30

MARA Holdings Inc has 5 Schedule 13D or 13G filings on record since 2025-08-14. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management6.99%26,585,326SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.05%19,211,414SCHEDULE 13G, 2026-04-302026-03-31
G1 Execution Services, LLC4.9%18,825,520SCHEDULE 13G/A, 2025-11-132025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management145,902026,585,3260SCHEDULE 13G, 2026-04-29
Vanguard Capital Management2,858,975019,211,4140SCHEDULE 13G, 2026-04-30
G1 Execution Services, LLC30,35118,825,52030,35118,825,520SCHEDULE 13G/A, 2025-11-13
SIG Brokerage, LP192,50018,825,520192,50018,825,520SCHEDULE 13G/A, 2025-11-13
Susquehanna Investment Group1,355,93218,825,5201,355,93218,825,520SCHEDULE 13G/A, 2025-11-13
Susquehanna Securities, LLC17,246,73718,825,52017,246,73718,825,520SCHEDULE 13G/A, 2025-11-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies MARA Holdings Inc by CUSIP 565788106 and gives its principal executive office as 1010 S Federal Hwy, Suite 2700, Hallandale Beach, FL 33009 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-14G1 Execution Services, LLC5.3%SCHEDULE 13G
2025-11-13G1 Execution Services, LLC4.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.99%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.05%SCHEDULE 13G
DateRecordFigureOur pageSource
August 4, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Marsh & McLennan Cos Inc

At 5% or more1
Filings2
Latest filing2026-04-30

Marsh & McLennan Cos Inc has 2 Schedule 13D or 13G filings on record since 2026-03-27. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.52%36,418,783SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management4,951,109036,418,7830SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Marsh & McLennan Cos Inc by CUSIP 571748102 and gives its principal executive office as 1166 Avenue of the Americas, New York, NY 10036 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.52%SCHEDULE 13G
DateRecordFigureOur pageSource
April 14, 2026Leadership change: Mark McGivney appointed, Chief Operating Officer—Leadership changesSource

Medallion Financial Corp.

At 5% or more1
Filings1
Latest filing2026-04-06

Medallion Financial Corp. has 1 Schedule 13D or 13G filing on record since 2026-04-06. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Andrew M. Murstein11.73%2,801,776SCHEDULE 13G/A, 2026-04-062026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Andrew M. Murstein2,801,77602,801,7760SCHEDULE 13G/A, 2026-04-06

The latest filing identifies Medallion Financial Corp. by CUSIP 583928106 and gives its principal executive office as 437 Madison Avenue, 38th Floor, New York, NY 10022 (SCHEDULE 13G/A, 2026-04-06).

FiledHolderPercentFiling
2026-04-06Andrew M. Murstein11.73%SCHEDULE 13G/A

PennyMac Financial Services, Inc.

At 5% or more1
Filings3
Latest filing2026-04-01

PennyMac Financial Services, Inc. has 3 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
T. Rowe Price Investment Management, Inc.7.2%3,748,813SCHEDULE 13G/A, 2025-11-142025-09-30
Millennium Management LLC4.9%2,535,760SCHEDULE 13G, 2026-04-012026-03-27
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Investment Management, Inc.3,736,69303,748,8130SCHEDULE 13G/A, 2025-11-14
Millennium Management LLC02,535,76002,535,760SCHEDULE 13G, 2026-04-01
Millennium Group Management LLC02,535,76002,535,760SCHEDULE 13G, 2026-04-01
Israel A. Englander02,535,76002,535,760SCHEDULE 13G, 2026-04-01
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies PennyMac Financial Services, Inc. by CUSIP 70932M107 and gives its principal executive office as 3043 Townsgate Road, Westlake Village, CA 91361 (SCHEDULE 13G, 2026-04-01).

FiledHolderPercentFiling
2025-11-14T. Rowe Price Investment Management, Inc.7.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-01Millennium Management LLC4.9%SCHEDULE 13G
DateRecordFigureOur pageSource
October 29, 2026Leadership change: Kevin Ryan appointed, Chief Strategy Officer—Leadership changesSource
June 11, 2026Leadership change: Tiffany To appointed, Director—Leadership changesSource

SoFi Technologies Inc

At 5% or more2
Filings7
Latest filing2026-04-30

SoFi Technologies Inc has 7 Schedule 13D or 13G filings on record since 2025-08-06. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management5.34%68,207,763SCHEDULE 13G, 2026-04-302026-03-31
BlackRock, Inc.5.1%64,797,945SCHEDULE 13G, 2026-04-272026-03-31
Jpmorgan Chase & Co.3.7%47,207,186SCHEDULE 13G/A, 2026-02-042026-01-30
Jane Street Group, LLC2.6%30,678,897SCHEDULE 13G/A, 2025-11-132025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management11,099,182068,207,7630SCHEDULE 13G, 2026-04-30
BlackRock, Inc.59,499,689064,797,9450SCHEDULE 13G, 2026-04-27
Jpmorgan Chase & Co.42,579,387236,89746,976,252227,466SCHEDULE 13G/A, 2026-02-04
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies SoFi Technologies Inc by CUSIP 83406F102 and gives its principal executive office as 234 1st Street, San Francisco, CA 94105 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-06Jane Street Group, LLC5.5%SCHEDULE 13G
2025-11-13Jane Street Group, LLC2.6%SCHEDULE 13G/A
2026-01-21Jpmorgan Chase & Co.5.1%SCHEDULE 13G
2026-02-04Jpmorgan Chase & Co.3.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.5.1%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.34%SCHEDULE 13G

Walker & Dunlop Inc

At 5% or more2
Filings4
Latest filing2026-04-30

Walker & Dunlop Inc has 4 Schedule 13D or 13G filings on record since 2025-08-14. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management6.06%2,064,687SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.09%1,736,589SCHEDULE 13G, 2026-04-302026-03-31
Janus Henderson Group Plc4.6%1,559,135SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management24,79002,064,6870SCHEDULE 13G, 2026-04-29
Vanguard Capital Management259,27401,736,5890SCHEDULE 13G, 2026-04-30
Janus Henderson Group Plc01,559,13501,559,135SCHEDULE 13G/A, 2025-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Walker & Dunlop Inc by CUSIP 93148P102 and gives its principal executive office as 7501 Wisconsin Avenue, Suite 1200 East, Bethesda, MD 20814 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-14Janus Henderson Group Plc4.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.06%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.09%SCHEDULE 13G
DateRecordFigureOur pageSource
October 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.